Oakland County Department of Information Technology Project Scope and Approach

Transcription

1 Oakland County Department of Information Technology Project Scope and Approach Project Name: Document Management Strategy Project ID: DE0187DM Leadership Group: IT Steering Committee Department: Information Technology Division: Application Services Project Sponsor: Ed Poisson Date Requested: PM Customer No. 187 Request Type: New Development Enhancement Customer Support Planned System Maintenance or Upgrade IT Team Name: egovernment Program Services IT Team No: E Project Manager/Leader: Greg Kwasnik Account Number: Account Description: IT App Svcs E-Government Customer Name: IT App Svcs Grant Funded? Yes No Mandate? Yes No Mandate Source: Project Goal To develop a document management strategy so that the County can evaluate moving all departments to a common document management platform. Business Objective Evaluate document management and identify a common document management strategy for the County. Major Deliverables Detailed Project Plan and Return on Investment Risk and Issues Logs Document Life Cycle and Retention Period Analysis Disaster Recovery, Policies and Procedures Documentation Strategy on migrating active County documents to a common platform Document Management Support Plan Document Management Training Plan Approach Evaluate and assess the current shared drive/file server document management solution Evaluate and assess the current OakDocs document management solution Evaluate and assess the current SharePoint document management solution Evaluate and assess the other document management solutions Select departments for document life cycle analysis Examine the life cycle of the documents in the selected departments Examine document management and procedural changes with using a common platform Identify all hardware and software requirements Form Rev. 09/01/2006 Page 1 Project Rev. 8/12/2010

2 Oakland County Department of Information Technology Project Scope and Approach Project Name: Document Management Strategy Project ID: DE0187DM Examine training and policy issues Conduct Final Evaluation and Assessment Benefits See Return on Investment (ROI) Analysis Document Impact Number of Users All County Employees that share and manage electronic documents. Divisions ALL Leadership Groups ALL Risk Business Environment Low Little or no impact to existing business processes Technical Environment Low Proven or previously implemented technologies Assumptions Staffing IT Staffing: resources will be available for the hours indicated per the attached project plan. Other Staffing: additional staffing will be available as follows: Role: Name Hours per Day Project Sponsor: Ed Poisson As Needed Facilities No additional space or facility resources are required. Form Rev. 09/01/2006 Page 2 Project Rev. 8/12/2010

3 Oakland County Department of Information Technology Project Scope and Approach Project Name: Document Management Strategy Project ID: DE0187DM Technical Existing technology will be utilized. Funding Information Technology Other Electronic documents that are managed in a centralized location for collaboration are in scope for this project (i.e. SharePoint, OakDocs, File Shares). Priority TBD Constraints Resource Availability Exclusions o o o o o o The following documents are out of scope for this project: Electronic Documents that are not managed in a central location for collaboration Personal documents located on workstations, personal archives or file shares Personal s Unscanned hardcopy paper documents Programs or source code Digital assets such as video, photos and podcasts Form Rev. 09/01/2006 Page 3 Project Rev. 8/12/2010

4 Oakland County Department of Information Technology Project Scope and Approach Project Name: Document Management Strategy Project ID: DE0187DM PROJECT PHASE AUTHORIZATION Phase(s): Total Estimated Application Services Hours: 1,216 Cost: $148,352 Total Estimated Technical Systems Hours: 32 Cost: $2,928 Total Estimated CLEMIS Hours: Cost: Total Estimated Internal Services Hours: Cost: IT Application Services Division Manager Approval: IT Technical Systems Division Manager Approval: IT CLEMIS Division Manager Approval: IT Internal Services Division Manager Approval: IT Management Approval: Approved: Yes No Reason: Project Sponsor Approval: Title: PROJECT SUMMARY Authorized Development (see above) Hours: Cost: Preliminary Estimated Development for Future Phases Hours: 1,248 Cost: $151,280 Grand Total Estimated Development Hours: 1,248 Cost: $151,280 Form Rev. 09/01/2006 Page 4 Project Rev. 8/12/2010

5 Oakland County Department of Information Technology Project Scope and Approach Project Name: Document Management Strategy Project ID: DE0187DM Customer Acceptance of Product: PROJECT COMPLETION AUTHORIZATION Title: Project Office Review: Form Rev. 09/01/2006 Page 5 Project Rev. 8/12/2010

6 Information Technology Strategic Plan Alignment DE0187DM - Document Management Strategy Provide an Enhanced Application Service Offering Increase application integration through web services Research and develop a Constituent Relationship Management (CRM) strategy Improve the quality, reliability and availability of all applications Increase the agility and responsiveness of business units by expanding customer analytics Promote mobility and location integration in business applications Utilize ecommerce platform to offset costs and expand product offerings to customers Leverage the County's Internet presence and portal as a branded consolidated point of access to all County information and services through a web browser Centralize identity and access management for all applications and content Enhance ability to provide effective and timely customer (County departments and CVTs) service Implement a centralized service center strategy to provide a single point of contact for service delivery Implement the IT Library (ITIL) best practice framework for IT Service Management Define a service and support strategy that clearly identifies the IT service provided Provide a high-quality training program to empower employees through technology Develop a formalized customer communication plan Build IT Staff expertise through professional development Expand capacity through ongoing organizational review and selective outsourcing Implement a Standardized Strategy Deliver services using a shared technology infrastructure wherever possible Establish support cost model and SLA for all offerings outside Implement a Microsoft infrastructure strategy Implement a consolidated security strategy Establish a standard personal computing hardware and software product suite, SLA, and replacement schedule for all County personal computers Improve service availability through network design and management strategies Establish enhanced capacity planning and recovery management strategies Run Date 8/11/2010 Page 1 of 1

7 Project Summary Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Benefits/Savings: Tangible Benefits Subtotal: Cost Avoidance Subtotal: Costs: Development Services Subtotal: 152, ,256 Hardware Subtotal: Software Subtotal: Subtotal Training Subtotal: Other Subtotal: Annual Statistics: Annual Total Savings Annual Total Costs 152, ,256 Annual Return on Investment (152,256) (152,256) Annual Costs/Savings Ratio 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Project Cumulative Statistics: Cumulative Total Savings Cumulative Total Costs 152, , , , , , ,256 Cumulative Return on Investment (152,256) (152,256) (152,256) (152,256) (152,256) (152,256) (152,256) Cumulative Cost/Savings Ratio 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Year Positive Payback Achieved State or Federal Mandate? Signatures: NO PAYBACK Benefits Reviewed By Project Sponsor Costs (including IT Resources) Reviewed By Information Technology Project Manager DE0187DM+Document+Management+Strategy+ROI.xls/Project Summary Page 1 REV: February 17, 2009

8 Savings Detail Benefit/Savings Description Project Savings Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Savings Promotes the finding and sharing information in a standardized and easy to use process. Intangible Benefit 0 Secure electronic storage of all documents utilizing existing user security structure and document versioning. Intangible Benefit 0 Provides features at each stage of a document's life cycle, from template creation to document authoring, reviewing, publishing, auditing, and ultimately destroying or archiving. Intangible Benefit 0 Provides the County with a document managent process that defines and standardizes document creation, storage, retreival and archive/deletion. Intangible Benefit Annual Multiplier DE0187DM+Document+Management+Strategy+ROI.xls/Savings Detail Page 2 REV: February 17, 2009

9 Savings Detail Benefit/Savings Description Promotes the finding and sharing information in a standardized and easy to use process. Secure electronic storage of all documents utilizing existing user security structure and document versioning. Provides features at each stage of a document's life cycle, from template creation to document authoring, reviewing, publishing, auditing, and ultimately destroying or archiving. Provides the County with a document managent process that defines and standardizes document creation, storage, retreival and archive/deletion. Project Savings Category Intangible Benefit Intangible Benefit Intangible Benefit Intangible Benefit Affects Project ROI? Potential Savings Extensions Y1 Y2 Y3 Y4 Y5 Y6 Y1 Y2 Y3 Y4 Y5 Y6 DE0187DM+Document+Management+Strategy+ROI.xls/Savings Detail Page 3 REV: February 17, 2009

10 Savings Summary Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Tangible Benefit: Tangible Benefits Subtotal: Cost Avoidance: Cost Avoidance Subtotal: Intangible Benefit: Promotes the finding and sharing information in a standardized and easy to use process. Secure electronic storage of all documents utilizing existing user security structure and document versioning. Provides features at each stage of a document's life cycle, from template creation to document authoring, reviewing, publishing, auditing, and ultimately destroying or archiving. Provides the County with a document managent process that defines and standardizes document creation, storage, retreival and archive/deletion. Savings Total: DE0187DM+Document+Management+Strategy+ROI.xls/Savings Summary Page 4 REV: February 17, 2009

11 Cost Detail Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost Annual Multiplier IT Hours - New Development Development Svcs HR 1, ,256 x IT Hours - System Maintenance Development Svcs IT Hours - Customer Support Development Svcs IT Hours - Planned Maintenance Development Svcs User Hours - New Development Development Svcs 0 User Hours - PTNE/OT Development Svcs 0 Contractor Professional Services Development Svcs 0 PC System - Acquisition Hardware PC System - Maintenance Hardware 2,304 0 Notebook - Acquisition Hardware 1,223 0 Notebook - Maintenance Hardware 2,372 0 Tablet Notebook - Acquisition Hardware 2,012 0 Tablet Notebook - Maintenance Hardware 0 Laserprinter - Acquisition Hardware 1,432 0 Laserprinter - Maintenance Hardware 1, Image Workstations - Acquisition Hardware 0 Image Workstations - Maintenance Hardware 3,496 0 PC Maintenance User Owned Hardware 2,304 0 Printer Maintenance User Owned Hardware 1,072 0 Package Software - Acquisition Software 0 Package Software - Maintenance Software 0 Business Objects Access Software 0 Term Emulation SFTW-Acquisition Software 0 Term Emulation SFTW-Maintenance Software 0 Server - Acquisition/Upgrade 8,000 0 Server - Maintenance Server Sftwre - Acquisition/Upgrade Server Sftwre - Maintenance 0 Server Rack Mount Oracle Enterprise Per Processor - Includes Year 1 Maintenance 21,372 0 Oracle Enterprise Per Processor - Year 2 and Beyond 3,432 0 Affects Project ROI? Y1 Y2 Y3 Y4 Y5 Y6 DE0187DM+Document+Management+Strategy+ROI.xls/Cost Detail Page 5 REV: February 17, 2009

12 Cost Detail Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost MS SQL Server Standard Per Processor - Includes Year 1 Maintenance 4,725 0 MS SQL Server Standard Per Processor - Year 2 and Beyond MS SQL Server Enterprise Per Processor - Includes Year 1 Maintenance 19,693 0 MS SQL Server Enterprise Per Processor - Year 2 and Beyond 3,939 0 Websphere Basic Per Processor Single/Dual Core - Includes Year 1 Maintenance 3,506 0 Websphere Basic Per Processor Single/Dual Core - Year 2 and Beyond Websphere ND Per Processor Single/Dual Core - Includes Year 1 Maintenance 13,180 0 Annual Multiplier Affects Project ROI? Y1 Y2 Y3 Y4 Y5 Y6 Websphere ND Per Processor Single/Dual Core - Year 2 and Beyond 2,635 0 SSL Certificate TBD 0 TBD 0 TBD 0 TBD 0 Internet Access Project Staff Training Training 0 User Training Training 0 DE0187DM+Document+Management+Strategy+ROI.xls/Cost Detail Page 6 REV: February 17, 2009

13 Cost Detail Project Cost Cost Description Category IT Hours - New Development Development Svcs IT Hours - System Maintenance Development Svcs IT Hours - Customer Support Development Svcs IT Hours - Planned Maintenance Development Svcs User Hours - New Development Development Svcs User Hours - PTNE/OT Development Svcs Contractor Professional Services Development Svcs PC System - Acquisition Hardware PC System - Maintenance Hardware Notebook - Acquisition Hardware Notebook - Maintenance Hardware Tablet Notebook - Acquisition Hardware Tablet Notebook - Maintenance Hardware Laserprinter - Acquisition Hardware Laserprinter - Maintenance Hardware Image Workstations - Acquisition Hardware Image Workstations - Maintenance Hardware PC Maintenance User Owned Hardware Printer Maintenance User Owned Hardware Package Software - Acquisition Software Package Software - Maintenance Software Business Objects Access Software Term Emulation SFTW-Acquisition Software Term Emulation SFTW-Maintenance Software Server - Acquisition/Upgrade Server - Maintenance Server Sftwre - Acquisition/Upgrade Server Sftwre - Maintenance Server Rack Mount Oracle Enterprise Per Processor - Includes Year 1 Maintenance Oracle Enterprise Per Processor - Year 2 and Beyond Potential Cost Extensions Y1 Y2 Y3 Y4 Y5 Y6 152, DE0187DM+Document+Management+Strategy+ROI.xls/Cost Detail Page 7 REV: February 17, 2009

14 Cost Detail Cost Description MS SQL Server Standard Per Processor - Includes Year 1 Maintenance MS SQL Server Standard Per Processor - Year 2 and Beyond MS SQL Server Enterprise Per Processor - Includes Year 1 Maintenance MS SQL Server Enterprise Per Processor - Year 2 and Beyond Websphere Basic Per Processor Single/Dual Core - Includes Year 1 Maintenance Websphere Basic Per Processor Single/Dual Core - Year 2 and Beyond Websphere ND Per Processor Single/Dual Core - Includes Year 1 Maintenance Websphere ND Per Processor Single/Dual Core - Year 2 and Beyond SSL Certificate TBD TBD TBD TBD Internet Access Project Staff Training User Training Project Cost Category Training Training Potential Cost Extensions Y1 Y2 Y3 Y4 Y5 Y6 DE0187DM+Document+Management+Strategy+ROI.xls/Cost Detail Page 8 REV: February 17, 2009

15 Cost Summary Cost Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Development Services: IT Hours - New Development 152, ,256 IT Hours - System Maintenance IT Hours - Customer Support IT Hours - Planned Maintenance User Hours - New Development User Hours - PTNE/OT Contractor Professional Services Development Services Subtotal: 152, ,256 Hardware: Hardware Subtotal: Software: Software Subtotal: : Subtotal Training: Training Subtotal: Other: Other Subtotal: Costs Total: 152, ,256 DE0187DM+Document+Management+Strategy+ROI.xls/Cost Summary Page 9 REV: February 17, 2009

16 Date Assumptions Assumption Description 24-Jun-10 This project is to develop a document management strategy and does not include any RFP or implementation processes. 24-Jun-10 Although the project will include discussions on all County documents and document libraries, this assessment project will primarily focus on electronic documents located in SharePoint, OakDocs and the shared drives. 24-Jun-10 The assessment will address all parts of the document management life cycle, from creation to disposal or archiving. DE0187DM+Document+Management+Strategy+ROI.xls/Assumptions Page 10 REV: February 17, 2009