Managing Complex IT Asset Disposition Projects for Success.

Transcription

1 Managing Complex IT Asset Disposition Projects for Success. Sandy Ziminski Enterprise Asset Manager, CSAM, CHAMP BMO Harris Bank N.A (fka M&I Bank) Christy Aigner Project Manager, Lifecycle Services Paragon Development Systems (PDS)

2 BMO Harris Bank N A PC Conversion Refresh Project

3 Scope Convert 356 M&I Branches over to BMO Harris Platform prior to conversion date Configure and Deploy new IT Equipment 383 Servers 383 UPS 2,794 Desktops and Laptops 3,032 Monitors 670 Printers & Scanners Could not disturb current M&I locations from full operations Remove all old hardware Time limit less than 10 months

4 PDS Involvement PDS Project Teams Project Discovery Planning Resources throughout project 4 Day Conversion Weekend 425 Trained Field Services Personnel 325 Branches Refreshed

5 Risks & Challenges Packaging M&I Applications to run in BMO Harris image while loaded with future state applications Completing Project On Time Getting the available knowledgeable resources to ensure success Legacy M&I, BMO Harris, Field Services, Network Services, Project Management, Acquisition Teams, Command Center, Tier 3 Support, PDS & Cascade

6 What did Cascade bring to Project? Professional Asset Disposal Company Hardware Disposal contract for 3 years Simple notification and pickup process Resale Program Flexible Secure Customer Friendly

7 Project Asset Disposal Costs October 2012 April 2013 Total Disposal Costs (including Freight and Labor) $170,704 Total Rebate Returns $121,250 Net Cost $49,454

8 Success Measurements Rollout new branch infrastructure Reimaged all branch workstations Replaced, upgraded printers & scanners Trained employees Kept M&I environment fully functional until conversion weekend

9 Was the Project Successful? The most successful and largest acquisition branch conversion project ever attempted by BMO Project was completed on time Project was under budget Success measuring employee experience

10 Lessons Learned! Initiate vendor relationships early on during planning process Create outstanding partnerships with vendors Trust your vendors and relationships Plan, Plan, Plan Avoid scope creep

11 Implementing an Effective Refresh Plan Utilizing the 6 Critical Elements

12 Element 1 Implement strong policies/practices Set a specific schedule. Yearly, bi-yearly, quarterly Identify a leader with clear ownership of the responsibility. Not a technician Not a committee Provide back-up for your leader Budget for the time (or services) not just the hardware! Name it. Promote it. Repeat it. REMINDER: Don t miss PDS Fest, Thursday Night at the Hilton with music from the Love Monkeys, great food, and prize give-aways!

13 Element 2 Up-front planning Take twice as much time planning as you do rolling out. Identification of process owners and stake-holders Technical, Managerial, & Project team Document a clear communication plan Internal (deployment & IS teams) External (business units & vendors) communications. Develop a preliminary schedule with specific milestones Pre-pilot & development of process documents Product staging and storage areas. REMINDER: Don t miss PDS Fest, Thursday Night at the Hilton with music from the Love Monkeys, great food, and prize give-aways!

14 Element 3 Build the perfect refresh CMDB A comprehensive database that contains all critical information about each PC to be replaced, including: Asset information Application information Location information Accessory information Scheduling considerations Completion of a walkthrough to verify information Create detailed site maps depicting the optimum deployment sequence. REMINDER: Don t miss PDS Fest, Thursday Night at the Hilton with music from the Love Monkeys, great food, and prize give-aways!

15 Element 4 Coordinated Config & Logistics Work with a vendor that can configure each item as close as possible to the end user deployable state as possible Pre-configuration of hardware and accessories per user Post-image configuration Asset tagging and labeling Custom packaging in deployment order Develop a logistics plan for each site Incorporate reverse logistics for return of all retired product. REMINDER: Visit the PDS Booth and take the Reference Architecture Virtual Tour for your free t-shirt and chance to win a tablet PC!

16 Element 5 Staging* and Installation Plan Staging area should be conveniently accessible and have: Storage Power and data Build a configuration station Designate a Staging Lead Designate a Installation Team Lead Control staging and installation process with build-sheet. *Not all staging activity required when using PDS Virtual Site Staging TM REMINDER: Visit the PDS Booth and take the Reference Architecture Virtual Tour for your free t-shirt and chance to win a tablet PC!

17 Element 6 Retirement Process Identify labeling and temporary storage processes Identify all minimum hold requirements for various types of equipment for data and hardware retrieval. Standard PC 2 business days Executive laptop 5 business days Identify any electronic retirement requirements Asset & financial management systems Network identity Document data deletion and chain-of-custody requirements REMINDER: Visit the PDS Booth and take the Reference Architecture Virtual Tour for your free t-shirt and chance to win a tablet PC!

18 Thank You! Any Questions? Enjoy the rest of the Cascade Open House! REMINDER: There are no paper Eval Forms this year! Please go PDSpc.com/techconf to fill out the electronic Evaluation Forms and register to win!

19 REMINDER: Visit the PDS Booth and take the Reference Architecture Virtual Tour for your free t-shirt and chance to win a tablet PC!

20 REMINDER: Visit the PDS Booth and take the Reference Architecture Virtual Tour for your free t-shirt and chance to win a tablet PC!

21 Return REMINDER: Visit the PDS Booth and take the Reference Architecture Virtual Tour for your free t-shirt and chance to win a tablet PC!

22 REMINDER: Visit the PDS Booth and take the Reference Architecture Virtual Tour for your free t-shirt and chance to win a tablet PC!

23 Return