D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV

Transcription

1 D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV September 2013

2 Contents 1 Service Overview 1 2 Detailed Service Description 2 3 Commercials 6 4 Our G-Cloud Services 7 5 About Deloitte 8

3 1 Service Overview 1.1 Service Summary In a nutshell, what is it that Deloitte will do for you? Deloitte will support you in delivering an Asset Management Strategy and Roadmap service. Using our first-hand delivery experience in Asset Management solutions at scale in the public and private sectors, we will use our workshop-based approach to accelerate the development of a roadmap for implementing a unified asset management strategy, regardless of technology platform such as SAP, Oracle, IBM Maximo, Ellipse etc. We will work closely with your business and technical staff to review your asset management strategy "as-is" and through a series of facilitated workshops understand the desired state for asset management at your organisation. The output is a clear, concise report providing you with insight into your business's asset management landscape and where the current strategy requires augmentation or addition and a roadmap indicating an effective way to realise the suggested strategy. The service is designed to take between four and six weeks to provide a high level strategy and roadmap for simple AM service and is delivered by an appropriate team with relevant experience. Deloitte brings thorough knowledge of asset management strategy alongside hands-on experience about the opportunities, constraints and trends that we are currently witnessing in the asset management area. 1.2 Business Context What situations is this service designed to be used in? This service is designed for organisations that have complex asset management requirements and are looking to update, rationalise or identify cost reductions in the provision of the service whilst improving satisfaction and use of the service by your engineers and asset managers. It is designed for organisations that are planning or considering a transformation programme to improve their asset management provision. The output of this accelerated study will inform the business case and reduce the risks of failure by aligning your organisations key stakeholders to the asset management strategy. Some of the key challenges facing organisations today: As the economic downturn continues, more and more companies are looking to break the cycle of just chasing efficiency gains from doing the same thing quicker/cheaper and force a new consideration of what is worth doing better in the first place (effectiveness). Rising accountability and social responsibility mandate evidence-based debates about cost, risk and performance, and how these should trade off over time to deliver sustainable outcomes. Finding a response to global warming is another major imperative on organizations to get their asset management strategies right (and accurately project environmental conditions over the lifetime of assets and asset systems, CO2 footprint). D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 1

4 2 Detailed Service Description 2.1 Our Approach Deloitte s value-based asset management framework The bottom line for effective Value Based Asset Management is the ability to understand and manage the right balance between risk, cost, and performance. Deloitte has developed a value-based Asset Management framework to create the line of sight between company strategy and activities carried out in the field it guides organizations to make better risk-based decisions, calculate long-term funding requirements in uncertain environments, level out demands on the people who pay for them, and demonstrate good governance and value for money to regulators, shareholders and other stakeholders in line with PASS55 and ISO Deloitte's value-based Asset Management framework D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 2

5 Asset Management Systems Strategy and Roadmap In order to deliver an accelerated strategy review and roadmap we utilise the phases of work described below. The major constituent components of the engagement include: 1. Define Asset Management Vision During the first weeks of the engagement, in parallel to setting up meetings and interviews with key stakeholders, we propose that an Asset Management vision is drawn up. This vision will define at a high level the guiding principles for the roadmap and future aspirations of Asset Management within the organisation. This document will also serve as a scene setter for the discussions that we undertake with the business stakeholders. We cannot define a vision in isolation from the business and therefore we anticipate that we will require input into this process from your Information Architects (who we assume have already begun to map the As-Is state of Asset Management) and your business users to help shape the picture of how Asset Management will be embedded into the normal operating procedures. 2. Assessment of Current State The purpose of the assessment is to achieve the following outcomes: Understand and validate the current state of asset management within each business unit based upon the work already performed; Identify any areas of the current state that have not be addressed by the existing work and arrange for your representatives to conclude this work; and Create an overview document of the business highlighting the asset management approaches in use today across the business including any integrations already in place. 3. Development of Business Requirements Utilising a similar approach to the Current State validation we will consult with identified spokespeople from across the business areas to determine the capabilities that the business requires from the Asset Management discipline. In order for us to complete this activity we will need to have access to your Information Architects, Asset Management specialists and business area spokespeople to define the functional and non-functional requirements of the asset management future state. The deliverable from the Business Requirements activity will be a consolidate definition of the agreed requirements from an Asset Management function. This document will be used to help frame the system options discussion and determine the contents of the roadmap. 4. Analysis of System Options We will utilise the knowledge of the current systems, business requirements and the Asset Management vision to recommend options for the on-going systems landscape. In conducting the analysis of system options we will identify barriers to migration that will need to be overcome (such as lack of a standard nomenclature and asset definition model) as well as review the requirements to prioritise quick wins these will both be factored into the roadmap. D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 3

6 5. Develop Roadmap The roadmap will include the following high level entries: Dates at which current Asset Management system will need to be replaced/upgraded; this will help determine priorities in the delivery timeline. Indicative dates (and duration) of specific activities required to deliver the identified requirements Activities, as well as their respective dependencies. The roadmap performs a number of functions for Asset Management at your organisation: Communicates the journey required to travel from As-Is to Future State. Allows the business to plan resources and operations accordingly. Provides the basis on which budgetary decisions can be taken. 6. Produce Governance and Operating Model Guidance Where Asset Management will alter or augment current business operating models we will propose changes to your operating model. In addition, we will set out a governance framework detailing how the AM systems should be utilised, how their usage will be enforced and what processes need to be put in place to validate that the framework, nomenclature and asset definitions remain correct. The actual changes to the model do not form part of this programme and are expected to be implemented by your staff. 2.2 Inputs We have assumed that you will be in a position to provide certain inputs to the service, which we have listed here. If you are not in a position to provide all of these inputs then please get in touch to discuss options, as it is likely we can reach agreement to alter our approach to accommodate your situation. Information about existing asset management procedures/process and landscape. Existing research and/or insight about the customer needs and segments of enterprise asset management. Information about the existing technology architecture, including details of Asset Management platforms (e.g. Maximo, Ellipse, SAP, Oracle, and other integration systems, mobile services) and middleware platforms that enable integration with internal and external systems. Information about the existing asset landscape to help inform us about functions where service is delivered by suppliers under contract, which often bring opportunities and constraints about channel mix and the ability to unlock benefits by unified asset management service redesign. Information about the political landscape in the agency such as manifesto commitments, business plans and policy agendas that may set the scene for change and/or constraint the agency's ability to realise benefits. D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 4

7 2.3 Your Contribution Our services are designed to be delivered with you rather than to you. We have assumed that you will be able to make the following contribution to the work. If you are not in a position to take on these responsibilities then please get in touch to discuss options, as it is likely we can reach agreement to alter our approach to accommodate your situation. Making available the time of senior stakeholders and decision-makers to attend workshops and meetings for this project - we will endeavour to be flexible around diaries, but our price for this service is predicated on achieving a fast pace of delivery and we could easily be derailed if stakeholders do not make this a priority Providing access to the best available information about the existing situation, plans and strategies Access to key stakeholders and business representatives to define requirements Full time seconded personnel to work within the project team (see approach) Access to documents on the as-is state of asset management Access to other pertinent information you consider necessary to allow us to assess your current asset management service offering Providing effective working space for our joint team in a co-located space, ideally a large meeting room, which we will have exclusive use of for the duration of the project, and in which we can create wall charts and leave working papers without disruption 2.4 Outputs What will you get in terms of deliverables, outputs and outcomes from this service? As mentioned in the Approach we propose to deliver the following outputs as part of this service: Enterprise Asset Management Vision High Level As-Is status Overview Documented Requirements for Desired Asset Management system Indicative 5 year roadmap Proposed changes to governance model to incorporate the recommendations 2.5 Scale and Complexity The effort involved in delivering our service is driven partly by what we will do (which we have described in section 2.1 above) and what you will do before we arrive and alongside us whilst we work (which we have described in sections 2.2 and 0 above respectively). It is also driven by the scale and complexity of your business situation. This section describes the scale and complexity that we have designed this service to address. If your business situation is bigger or smaller than this then please get in touch to discuss options, as it is likely we can reach agreement to alter our approach to accommodate your situation. The service can be scaled appropriately based on one or more phases of the approach in Section 2.1. We have experience of supporting asset management programmes in a range of organisations from small to global. D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 5

8 3 Commercials 3.1 Cost This service is offered based on the unit of Resource-Day based upon our published SFIA rate card available to download separately. We will work with you to estimate the effort for your requirement and calculate the number of Resource-Day units and overall price. 3.2 Location This service will be delivered predominantly in the customer's own premises. No expenses will be charged for travel to premises within the M25, but there may be additional charges for travel and accommodation expenses incurred for services delivered at premises outside the M25. These will be agreed in the Service Order. 3.3 Ordering and Invoicing Process There are two ordering routes available: 1. Visit our G-Cloud service homepage at which contains information about the service and also has an online form for ordering. 2. Send an to with the following information: a. Your organisation s name b. The name of this service, which is D-G4-L4-094 Asset Management Systems Strategy and Roadmap c. Your name and contact details d. A brief description of your business situation e. Your preferred timescales for starting the work We will invoice you upon an agreed schedule of milestone payments which will be mutually agreed prior to commencement. Our invoices will be payable within 30 days. 3.4 Exclusions Our service description in section 2 above defines the scope of what we will deliver. For the avoidance of doubt, we have listed below any activities that (in our experience) are sometimes expected to be in our scope but which are not included within this service. Changes to legacy systems Procurement or provisioning of third party or packaged solutions Data migration Review or assessment of the agency's current technology landscape or strategy D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 6

9 4 Our G-Cloud Services 4.1 Our G-Cloud Strategy Deloitte offers a range of services on the G-Cloud Store. Our strategy is to provide commoditised services for the public sector, which are suitable for public bodies addressing the changes required of them in a digital world. Our services cover the breadth of Specialist Cloud Services from business analysis to design and development; transition management to project specification and selection. We also offer some software-as-a-service options on the store, and intend to expand our service provision in response to customer demand in the future. 4.2 Our G-Cloud Service Catalogue For more information about our G-Cloud strategy and services, please visit D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 7

10 5 About Deloitte 5.1 Our Business Deloitte LLP ( Deloitte ) is a leading professional services firm, employing over 13,000 staff across 20 locations in the UK. Our Public Sector practice includes over 1,000 experienced specialists in central civil government, health, transport, defence and local and regional government, some of whom have previously worked at senior level. In addition, we have over 1,000 staff who can work in both the public and private sectors, enabling transfer of experience and methods. As a Big Four professional services firm, we are well positioned to draw upon skills across a wide range of service offerings to deliver Cloud-based services. We work across the public sector as a trusted advisor and as a supplier of leading edge technology services. This includes an extensive portfolio of Specialist Cloud Services available as commoditised services in the G-Cloud catalogue. Our public sector team plays an active role in the development of methodologies, value propositions and points of view to assist our public sector clients. We conduct research in areas that are of current and emerging interest to our clients, identifying best practice and new developments in the UK and internationally. In this section we outline some of the elements which differentiate us in the marketplace. 5.2 Professional Standards As a leading supplier, Deloitte operates to high standards of professionalism: We recruit highly capable staff and maintain effectiveness through training, performance management and continuous professional development Quality on every engagement is managed through a Quality Management Plan and partner sign off of deliverables on all engagements. Technology Consulting services are accredited to ISO9001, the international quality standard, which includes acting on customer feedback and continuous improvement plans As members of the Chartered Institute for IT (BCS), our Technology practice and individual members are bound to its Code of Practice and Code of Conduct which defines good practice for ICT and technology consultancy. We are also registered with the TickIT scheme We are a Green classified CESG approved company and have a number of CHECK Team Leaders Our project management methodology, which is aligned with PRINCE 2, provides mechanisms for managing all aspects of engagements, including project risks and issues. We have over 300 staff with PRINCE2 or similar PIM qualifications Our Focus on delivery includes regular contact with client management and frequent progress updates when issues can be identified at an early stage to enable easier risk mitigation and help avoid escalation Deloitte is reliable to work with and sets out to deliver the services needed. Our high reputation in the market is based on our commitment to deliver even in difficult circumstances, while building trusted relationships with our clients D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 8

11 We actively promote sustainability within our supply chain and have a strong commitment to equality, diversity and corporate responsibility. Our firm is accredited to ISO14001, the international environmental management standard, and CAESAR (Corporate Assessment of Environmental, Social and Economic Responsibility). Deloitte is accredited to ISO27001, the international security management standard. We operate robust processes for safeguarding customer data and for confidentiality of information. We are registered under the Data Protection Act and have safeguards in place to protect the data of our own personnel or any personal data with which we are entrusted by clients We have processes in place to preserve the integrity and independence of the services we provide. For example, bids are subject to conflict checks to avoid conflicts of interest, all Deloitte staff are required to complete Anti-Bribery and Anti-Money Laundering training, partners and staff are subject to independence checks and there are frequent internal audits and compliance checks 5.3 Security The majority of our public sector team are vetted to Baseline Personnel Security Standard or cleared to National Security Vetting SC level. In total, this is over 1,000 people with some form of security vetting. Deloitte is a List X company. We employ a full time Security Controller and Security Team to manage security clearances, advise on development of Security Management Plans and manage compliance with security processes. We have comprehensive Business Continuity Plans in place in all locations. Staff are equipped to work remotely if client sites or Deloitte sites are inaccessible. 5.4 Responsible Business At Deloitte Responsible Business is not just a strap line. We appreciate that our everyday business activities affect wider society through our actions and through the actions of those with whom we do business. Our approach to Corporate Responsibility is fully integrated with our business strategy; as such we are fully committed to addressing requirements from the Social Value Act. In the last year we launched our inaugural Impact Report ( replacing our traditional annual report and providing the platform through which we will measure our impact and contribution to society into the longer term. 5.5 Geographical Coverage Deloitte has 20 office locations throughout the UK, plus offices in Guernsey, Jersey and the Isle of Man. We also have a National Solutions Centre which is based in Belfast and provides software engineering capabilities for our clients. 5.6 Innovation and Continuous Improvement Deloitte understands the importance of innovation to public sector clients in their endeavours to reduce costs and ensure better outcomes. Deloitte approaches public sector engagements from the standpoint of delivering tangible or measureable outcomes and effective use of resources. Cloud provides a major opportunity to challenge existing provision of IT in the organisation, and improve working practices, service levels and reduce operating costs. We are willing to challenge current ways of working in the public sector and to harness technology and lean thinking to produce satisfactory outcomes that deliver the client s objectives at lower cost. D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 9

12 We seek to ensure that our people, methods, infrastructure and working practices deliver high quality services to our clients and an environment where our staff can work effectively. We recognise that this is only possible if our working procedures, methods and tools, staff skills and training continue to improve. We undertake a number of activities to set objectives for key processes, measure performance against these objectives and assess and adjust our operational and engagement procedures to sustain improvement. 5.7 Capability Transfer Deloitte prefers to provide capability, knowledge or skills transfer on most projects. We can also work in such a way that capability transfer is at the heart of the engagement. Examples include: Training client staff for team roles at the outset of an engagement to reduce costs and provide for continuity of skills after we exit from the client Providing only those services which a client cannot provide for themselves and avoid practices such as staff substitution as much as possible Delivering comprehensive capability transfer so that client staff are able to take over fully the operation or extension of a service or continue to manage a change programme from their own resources. We also have a programme of secondments both to and from the public sector, which enhances our industry insight while strengthening our relationship with public sector. 5.8 Our Business Structure Deloitte LLP comprises a number of business units. Our G-Cloud services are provided from across our business, bringing in the skills and experience we need. Because our business structure is set up as a group, some of our business units are constituted as wholly owned subsidiaries of Deloitte LLP. For the purposes of our G-Cloud services, the Deloitte MCS Limited (company registration number ) is a sub-contractor that we may rely upon to deliver service. D-G4-L4-094 Asset Management Systems Strategy and Roadmap Deloitte LLP Service for G-Cloud IV 10

13 Important notice This document is not an offer and cannot be accepted. Should you wish to obtain our services, please contact us using the Ordering Process described in section 3.3 above to discuss your requirements and how we may meet them. Following these discussions and our internal acceptance procedures, we would then enter into a direct order with you in accordance with these Framework terms to confirm our appointment. The information contained in this document has been compiled by Deloitte LLP and includes material which may have been obtained from information provided by various sources and discussions with management but has not been verified or audited. This document also contains confidential material proprietary to Deloitte LLP. Except in the general context of evaluating our capabilities, no reliance may be placed for any purposes whatsoever on the contents of this document or on its completeness. No representation or warranty, express or implied, is given and no responsibility or liability is or will be accepted by or on behalf of Deloitte LLP or by any of its partners, members, employees, agents or any other person as to the accuracy, completeness or correctness of the information contained in this document or any other oral information made available and any such liability is expressly disclaimed. In this document references to Deloitte are references to Deloitte LLP. Deloitte LLP is the United Kingdom member firm of Deloitte Touche Tohmatsu Limited ( DTTL ), a UK private company limited by guarantee, whose member firms are legally separate and independent entities. Please see for a detailed description of the legal structure of DTTL and its member firms Deloitte LLP. All rights reserved. Deloitte LLP is a limited liability partnership registered in England and Wales with registered number OC and its registered office at 2 New Street Square, London EC4A 3BZ, United Kingdom