Oakland County Department of Information Technology Project Scope and Approach

Transcription

1 Oakland County Department of Information Technology Project Scope and Approach Project Name: Configuration Management Database / Asset Management Program Project ID: DR181CI Leadership Group: IT Steering Committee Department: Information Technology Division: Internal Services Project Sponsor: Phil Bertolini Date Requested: May 16, 26 PM Customer No. 181 Request Type: XX New Development Enhancement Customer Support Planned System Maintenance or Upgrade IT Team Name: Internal Services IT Team No: R Project Manager/Leader: Patty Salter Account Number: 171 Account Description: Admin Division Development and Support Customer Name: Information Technology Grant Funded? Yes No XX Mandate? Yes No XX Mandate Source: Project Goal Based on ITIL best practices, implement CA s Asset Management and Configuration Management Database (CMDB) that will maintain an accurate and up to date IT infrastructure model so that support will be improved for Incident, Change, Problem and Release Management. The CMDB will allow for complete impact assessments, identifying Configuration Item (CI) details and relationships, improved financial planning (maintenance and support costs), accurate billing and improved security (location mapping and versioning). Business Objective #1 Perform an assessment of Asset Management and CMDB requirements for Service Center; analyze existing processes and CIs to determine CMDB strategy, process and control. Major Deliverables Assessment document for implementing Asset Management and Configuration Management in Service Center including, but not limited to, Service Center environment and architecture review, building and implementing the CMDB, processes and controls for managing the CMDB, CI requirements including naming conventions, relationships, lifecycle strategy, controls (adding new items, updating and synchronizing), reporting requirements (status & billing) and Audit/review criteria. Assessment Phase Status Reports Issues Document Project Status Reports Assessment Approval Test Scripts and Plan Detail project plan including Implementation Phase Incident, Change and Problem Management Integration Plan Form Rev. 4/17/26 Page 1 Project Rev. 4/3/1

2 Oakland County Department of Information Technology Project Scope and Approach Project Name: Configuration Management Database / Asset Management Program Project ID: DR181CI Approach Professional Services and OCIT Internal Services will: Conduct discovery sessions with appropriate OCIT representatives. Identify and gather all necessary requirements for CMDB. Document current process flow and CI requirements. Identify CI s requirements including families, classes, companies, company s type and service statuses. Obtain recommendations from Professional Services vendor regarding Service Center capabilities to support the desired business objective. Identify and determine Service Center customizations to obtain documented business objective and review impact. Document any issues that need to be considered, reviewed or escalated. Present assessment to appropriate levels of management for approval. Build the test, training, integration and implementation project plan and determine release dates. Business Objective #2 Implement Configuration Management in Service Center to help support Incidents, Change and/or Problem Management and help reduce reported problems as a result of changes made to production environments. Major Deliverables Update Project Plan Identified and Inventoried Assets Identified Components/Configurations Prototype with ITIL Process Flows Installation and Configuration in Dev and QA Environments Revised Billing Interface Integration with Service Center and Change Management Disaster Recovery Toolkit Updated Knowledge Base Updated Service Center Handbook Trained Staff Implement Configuration Management in Service Center Production environment. Form Rev. 4/17/26 Page 2 Project Rev. 4/3/1

3 Oakland County Department of Information Technology Project Scope and Approach Project Name: Configuration Management Database / Asset Management Program Project ID: DR181CI Approach Professional Services and OCIT Internal Services will: Install Configuration Management Database in the Dev and QA environments. Review, create and update test scripts Create and update all necessary documentation; processes, procedures, Service Center Handbook, Knowledge Documents and toolkit. Execute the Test plan in the Dev and QA environment. Conduct Workshops to train OCIT staff. Implement Configuration Management in Production environment. Provide post implementation support. Research & Analysis SEMCOG County IT Collaboration Research N/A Gartner Research Recommendation Not Applicable Benefits See Return on Investment (ROI) Analysis Document (ROI completed for program that includes Requirements & RFP project, Prototype Project, and Implementation project). Impact Number of Users: 2 Divisions: Information Technology Leadership Groups: Internal Services Risk Business Environment Medium Project will require some changes to existing business processes. Form Rev. 4/17/26 Page 3 Project Rev. 4/3/1

4 Oakland County Department of Information Technology Project Scope and Approach Project Name: Configuration Management Database / Asset Management Program Project ID: DR181CI Technical Environment Medium Previously implemented technologies with new aspects and/or new requirements. 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: Phil Bertolini As needed Facilities Professional Services vendor staff will have access to Oakland County and working space for the duration of this project. Technical N/A Funding Information Technology Other N/A Priority TBD Constraints Form Rev. 4/17/26 Page 4 Project Rev. 4/3/1

5 Oakland County Department of Information Technology Project Scope and Approach Project Name: Configuration Management Database / Asset Management Program Project ID: DR181CI None Applicable Exclusions None Applicable Form Rev. 4/17/26 Page 5 Project Rev. 4/3/1

6 Oakland County Department of Information Technology Project Scope and Approach Project Name: Configuration Management Database / Asset Management Program Project ID: DR181CI PROJECT PHASE AUTHORIZATION Phase(s): All Total Estimated Application Services Hours: 153 Cost: $18,666 Total Estimated Technical Systems Hours: 495 Cost: $21,35 Total Estimated CLEMIS Hours: 51 Cost: $6,222 Total Estimated Internal Services Hours: 2,411 Cost: $294,142 IT Application Services Division Manager Approval: IT Technical Systems Division Manager Approval: IT CLEMIS Division Manager Approval: IT Internal Services Division Manager Approval: Date: Date: Date: Date: IT Management Approval: Approved: Yes No Date: Reason: Project Sponsor Approval: Title: Date: PROJECT SUMMARY Authorized Development (see above) Hours: 3,11 Cost: $34,38 Preliminary Estimated Development for Future Phases Hours: Cost: Grand Total Estimated Development Hours: 3,11 Cost: $34,38 Form Rev. 4/17/26 Page 6 Project Rev. 4/3/1

7 Oakland County Department of Information Technology Project Scope and Approach Project Name: Configuration Management Database / Asset Management Program Project ID: DR181CI Customer Acceptance of Product: PROJECT COMPLETION AUTHORIZATION Title: Project Office Review: Date: Date: Form Rev. 4/17/26 Page 7 Project Rev. 4/3/1

8 Information Technology Strategic Plan Alignment DR181CI - Configuration Management DB/Asset Management Program Provide an Enhanced Application Service Offering Increase application integration through web services Research and develop a Constituent Relationship Management (CRM) strategy Promote mobility and location integration in business applications Utilize ecommerce platform to offset costs and expand product offerings to customers Improve the quality, reliability and availability of all applications Increase the agility and responsiveness of business units by expanding customer analytics 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 X 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 X X X 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 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 Establish support cost model and SLA for all offerings outside Improve service availability through network design and management strategies Establish enhanced capacity planning and recovery management strategies Run Date 1/24/212 Page 1of 1

9 DR181CI Project Summary As Of: 8/7/212 Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Benefits/Savings: Tangible Benefits Subtotal: 2,3 2,3 2,3 2,3 2,3 2,3 13,798 Cost Avoidance Subtotal: Costs: Development Services Subtotal: 379,42 7,32 13,42 7,32 7,32 13,42 428,22 Hardware Subtotal: 1, 5, 5, 5, 5, 5, 35, Software Subtotal: Subtotal Training Subtotal: Other Subtotal: Annual Statistics: Annual Total Savings 2,3 2,3 2,3 2,3 2,3 2,3 13,798 Annual Total Costs 479,42 57,32 63,42 57,32 57,32 63,42 778,22 Annual Return on Investment (477,12) (55,2) (61,12) (55,2) (55,2) (61,12) (764,422) Annual Costs/Savings Ratio % % % % % % Project Cumulative Statistics: Cumulative Total Savings 2,3 4,599 6,899 9,199 11,499 13,798 13,798 Cumulative Total Costs 479,42 536,74 6,16 657,48 714,8 778,22 778,22 Cumulative Return on Investment (477,12) (532,141) (593,261) (648,281) (73,32) (764,422) (764,422) Cumulative Cost/Savings Ratio % % % % % 564.1% 564.1% Year Positive Payback Achieved State or Federal Mandate? Signatures: NO PAYBACK Benefits Reviewed By Project Sponsor Date: Costs (including IT Resources) Reviewed By Information Technology Project Manager Date: DH6181CI+ROI.xls/Project Summary Date Printed: 1/24/212 Page 1 REV: February 17, 29

10 DR181CI Savings Detail As Of: 8/7/212 Benefit/Savings Description Project Savings Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Savings Annual Multiplier Improved billing with reduced manual staff effort for reconciling billing reports Intangible Benefit Support for Change and Release Management in determining production implementation impact Intangible Benefit Improved Rebill Report by including PC Tag Number to assist with determing CIs and Inventory Intangible Benefit Staff effort savings with not having to verify PC Tag numbers in Mainframe for Change Orders Tangible Benefit ,3 DH6181CI+ROI.xls/Savings Detail Date Printed: 1/24/212 Page 2 REV: February 17, 29

11 DR181CI Savings Detail As Of: 8/7/212 Benefit/Savings Description Project Savings Category Affects Project ROI? Potential Savings Extensions Y1 Y2 Y3 Y4 Y5 Y6 Y1 Y2 Y3 Y4 Y5 Y6 Improved billing with reduced manual staff effort for reconciling billing reports Intangible Benefit Support for Change and Release Management in determining production implementation impact Intangible Benefit Improved Rebill Report by including PC Tag Number to assist with determing CIs and Inventory Intangible Benefit Staff effort savings with not having to verify PC Tag numbers in Mainframe for Change Orders Tangible Benefit X X X X X X 2, , , , , ,299.7 DH6181CI+ROI.xls/Savings Detail Date Printed: 1/24/212 Page 3 REV: February 17, 29

12 DR181CI Savings Summary As Of: 8/7/212 Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Tangible Benefit: Staff effort savings with not having to verify PC Tag numbers in Mainframe for Change Orders 2,3 2,3 2,3 2,3 2,3 2,3 13,798 Tangible Benefits Subtotal: 2,3 2,3 2,3 2,3 2,3 2,3 13,798 Cost Avoidance: Cost Avoidance Subtotal: Intangible Benefit: Improved billing with reduced manual staff effort for reconciling billing reports Support for Change and Release Management in determining production implementation impact Improved Rebill Report by including PC Tag Number to assist with determing CIs and Inventory Savings Total: 2,3 2,3 2,3 2,3 2,3 2,3 13,798 DH6181CI+ROI.xls/Savings Summary Date Printed: 1/24/212 Page 4 REV: February 17, 29

13 DR181CI Cost Detail As Of: 8/7/2122 Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost Affects Project ROI? Annual Multiplier Y1 Y2 Y3 Y4 Y5 Y6 Y1 IT Hours - New Development Development Svcs 3, ,42 X 379,42. IT Hours - System Maintenance Development Svcs ,44 X X X X X IT Hours - Customer Support Development Svcs ,88 X X X X X IT Hours - Planned Maintenance Development Svcs ,1 X X User Hours - New Development Development Svcs User Hours - PTNE/OT Development Svcs Contractor Professional Services Development Svcs PC System - Acquisition Hardware 814 PC System - Maintenance Hardware 2,34 Notebook - Acquisition Hardware 1,223 Notebook - Maintenance Hardware 2,372 Tablet Notebook - Acquisition Hardware 2,12 Tablet Notebook - Maintenance Hardware Laserprinter - Acquisition Hardware 1,432 Laserprinter - Maintenance Hardware 1,14 Image Workstations - Acquisition Hardware Image Workstations - Maintenance Hardware 3,496 PC Maintenance User Owned Hardware 2,34 Printer Maintenance User Owned Hardware 1,72 Package Software - Acquisition Software 1 1, 1, X 1,. Package Software - Maintenance Software 1 5, 5, X X X X X Business Objects Access Software Term Emulation SFTW-Acquisition Software Term Emulation SFTW-Maintenance Software Server - Acquisition/Upgrade 8, Server - Maintenance 36 Server Sftwre - Acquisition/Upgrade 335 Server Sftwre - Maintenance Server Rack Mount 4 Oracle Enterprise Per Processor - Includes Year 1 Maintenance 21,372 Oracle Enterprise Per Processor - Year 2 and Beyond 3,432 MS SQL Server Standard Per Processor - Includes Year 1 Maintenance 4,725 MS SQL Server Standard Per Processor - Year 2 and Beyond 946 DH6181CI+ROI.xls/Cost Detail Date Printed: 1/24/212 Page 5 REV: February 17, 29

14 DR181CI Cost Detail As Of: 8/7/2122 Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost MS SQL Server Enterprise Per Processor - Includes Year 1 Maintenance 19,693 MS SQL Server Enterprise Per Processor - Year 2 and Beyond 3,939 Websphere Basic Per Processor Single/Dual Core - Includes Year 1 Maintenance 3,56 Affects Project ROI? Annual Multiplier Y1 Y2 Y3 Y4 Y5 Y6 Y1 Websphere Basic Per Processor Single/Dual Core - Year 2 and Beyond 71 Websphere ND Per Processor Single/Dual Core - Includes Year 1 Maintenance 13,18 Websphere ND Per Processor Single/Dual Core - Year 2 and Beyond 2,635 SSL Certificate 845 TBD TBD TBD TBD Internet Access 18 Project Staff Training Training User Training Training DH6181CI+ROI.xls/Cost Detail Date Printed: 1/24/212 Page 6 REV: February 17, 29

15 DR181CI Cost Detail As Of: 8/7/2122 Potential Cost Extensions Cost Description Project Cost 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 MS SQL Server Standard Per Processor - Includes Year 1 Maintenance MS SQL Server Standard Per Processor - Year 2 and Beyond Y2 Y3 Y4 Y5 Y6 2,44. 2,44. 2,44. 2,44. 2,44. 4,88. 4,88. 4,88. 4,88. 4,88. 6,1. 6,1. 5,. 5,. 5,. 5,. 5,. DH6181CI+ROI.xls/Cost Detail Date Printed: 1/24/212 Page 7 REV: February 17, 29

16 DR181CI Cost Detail As Of: 8/7/2122 Potential Cost Extensions Cost Description 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 Y2 Y3 Y4 Y5 Y6 DH6181CI+ROI.xls/Cost Detail Date Printed: 1/24/212 Page 8 REV: February 17, 29

17 DR181CI Cost Summary As Of: 8/7/212 Cost Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Development Services: IT Hours - New Development 379,42 379,42 IT Hours - System Maintenance 2,44 2,44 2,44 2,44 2,44 12,2 IT Hours - Customer Support 4,88 4,88 4,88 4,88 4,88 24,4 IT Hours - Planned Maintenance 6,1 6,1 12,2 User Hours - New Development User Hours - PTNE/OT Contractor Professional Services Development Services Subtotal: 379,42 7,32 13,42 7,32 7,32 13,42 428,22 Hardware: Package Software - Acquisition 1, 1, Package Software - Maintenance 5, 5, 5, 5, 5, 25, Hardware Subtotal: 1, 5, 5, 5, 5, 5, 35, Software: Software Subtotal: : Subtotal Training: Training Subtotal: Other: Other Subtotal: Costs Total: 479,42 57,32 63,42 57,32 57,32 63,42 778,22 DH6181CI+ROI.xls/Cost Summary Date Printed: 1/24/212 Page 9 REV: February 17, 29

18 DR181CI Assumptions As Of: 8/7/212 Date Assumption Description 22-Apr-1 Package Software - Acquisition $1K based on approximately $1,7 per seat. Current 6 concurrent user licenses. 22-Apr-1 Maintenance $5K based would include what we are currently paying $25,59.7 annually. 3-Apr-1 19 hours savings annually based on time required for staff to look up PC tag number in mainframe inventory. DH6181CI+ROI.xls/Assumptions Date Printed: 1/24/212 Page 1 REV: February 17, 29