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Governance, Processes, and Service Categories for OPX2 Planisware Global Paris OPX2 User Conference 2007 25-26 October John Andrew Kossey Merck and Co., Inc. MRL IT Research Information Services Research Planning and Integration OPX2 Operations North Wales, Pennsylvania 19454 United States of America
Key Topics in Presentation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Merck Overview ,[object Object]
Putting Patients First ,[object Object],[object Object]
Merck’s Guiding Principles ,[object Object],[object Object],[object Object],[object Object]
About Our Past Merck is founded in New York City by George Merck  1891 1902 Established manufacturing facility in Rahway, New Jersey 1912 Opened first foreign subsidiary  in Canada 1930s 1919 1916 The first Merck research laboratory is established in Rahway, New Jersey Separated from German parent Established framework for cooperation between business and universities on scientific research
About Our Past 1944 1940s 1953 1957 1992 Merck moved headquarters to Whitehouse Station, New Jersey Pioneered with other labs  to speed full-scale development    and production    of penicillin    during World    War II Merck made its first donation to the United Negro College Fund Merger with Sharp   & Dohme The Merck Company  Foundation established
Current Facts About Merck ,[object Object],[object Object],[object Object],[object Object]
At Merck, Scientific Excellence Is the Focus and Passion that Drives Everything We Do ,[object Object]
Remember Measles? Mumps? Rubella? Merck Research Means Your Kids Probably Won’t ,[object Object],Merck vaccines have helped combat diseases like measles, mumps, rubella, chickenpox and, most recently, rotavirus.
We Also Know the Value of Unbiased General Health Information MerckSource.com provides you FREE, unbiased health information on an easy-to-use web site with no advertising The Merck Manual , the world’s best-selling medical references, available free online in multiple languages at  www.merck.com The Merck Manual  for Free Health Questions?  Go right to the Source
Examples of Past and Present Areas of Research ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
MRL Research Locations—over 7,800 Employees Worldwide ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
 
Key Topics in Presentation ,[object Object]
OPX2 at MRL Merck Research Laboratories ,[object Object],[object Object],[object Object],[object Object],[object Object]
Key OPX2 Stakeholders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Processes that OPX2 Enables (1) ,[object Object],[object Object],[object Object],[object Object]
Key Processes that  OPX2 Enables (2) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Current Operational Challenges with OPX2 at Merck MRL ,[object Object],[object Object],[object Object],[object Object]
Keeping up with Current OPX2 Requests . . .
Key Topics in Presentation ,[object Object],[object Object]
Key Topics in Presentation ,[object Object],[object Object],[object Object]
Context for OPX2 in an Organization Governance— Who determines?
OPX2 Governance   ,[object Object],[object Object],[object Object],[object Object],Who
“ Home” Models for OPX2 Company Support and Development Business Unit  (dedicated team) IT Unit (team has OPX2 duties) ,[object Object],[object Object],Contracted outside Company in Long-term Off-shoring Strategy
Equal Partnership Business-IT Model   Requirements Performance metrics Business Unit IT Unit Service Level Agreement (SLA) WHY —business case WHAT—processes, data WHEN —business priority HOW —technology WHO—tech resources WHEN —IT  priority Collaborate, Negotiate
Key Topics in Presentation ,[object Object],[object Object],[object Object],[object Object]
Context for OPX2 in an Organization Governance— Who determines? Processes— How   managed?
10 Basic ITIL Processes
Key Process Areas for Software Maintenance and Evolution  [A. April et al. 2005] ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Process Areas for Software Maintenance and Evolution  [A. April et al. 2005] ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Process Areas for Software Maintenance and Evolution  [A. April et al. 2005] ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Software Maintenance Maturity Model *   [A. April  et al.  2005] ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Description Ad hoc  maintenance Repeatable request-based process State-of-the-art maintenance process Ongoing process improvement Interactively informs SLA; automatic metrics generation with drilldown  *Competitive industry pressures demand greater process maturity than “Lone Ranger” individual effort. Processes need definition and repeatability at minimum.
Key Topics in Presentation ,[object Object],[object Object],[object Object],[object Object],[object Object]
Context for OPX2 in an Organization Governance— Who determines? Processes— How   managed? What changed in OPX2? Documentation Support Interface Data Business Rules, Elements OPX2 System Properties
Basis for Defining Software Maintenance and  Evolution   [N. Chapin et al.  2001]   ,[object Object],[object Object],[object Object]
Benefits of Evidenced-Based  Classification   [N. Chapin et al.  2001]   ,[object Object],[object Object],[object Object],[object Object]
OPX2 Change “Categories” (Domains; Clusters)  What changed in or with OPX2? Documentation Support Interface Data Business Rules, Elements OPX2 System Properties 1 2 3 4 5
1. Support Interface  Category Was OPX2 changed? NO ,[object Object],[object Object],[object Object],[object Object],* Default category for cluster
2. Documentation  Category Was OPX2 environment or software changed? NO ,[object Object],[object Object],[object Object],* Default category for cluster
3. Data  Category Was OPX2 environment or software changed? NO ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],* Default category for cluster
4. OPX2 System Properties  Category Was OPX2 environment or software changed? YES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],* Default category for cluster
5. Business Rules, Elements  Category Did OPX2 environment and business rules, elements change? YES ,[object Object],[object Object],[object Object],[object Object],[object Object],* Default category for cluster
Types of Change in OPX2 for  Maintenance and Evolution Services (1) 4. OPX2 System Properties Primed 4. OPX2 System Properties Preventive 4. OPX2 System Properties Performance 4. OPX2 System Properties Fixed 1. Support Interface Evaluative* 5. Business Rules, Elements Enhanced* 2. Documentation Creative 5. Business Rules, Elements Corrective 1. Support Interface Consultive 3. Data Added 4. OPX2 System Properties Adaptive* 4. OPX2 System Properties Access Cluster Type of Change
Types of Change in OPX2 for  Maintenance and Evolution Services (2) 2. Documentation Updated* 1. Support Interface Training 5. Business Rules, Elements Tailored 4. OPX2 System Properties Spawned 3. Data Revised* 1. Support Interface Reproduced 3. Data Removed 2. Documentation Reformed 5. Business Rules, Elements Reductive 5. Business Rules, Elements Prototype 3. Data Processed Cluster Type of Change
Benefits of Categorizing Software Maintenance and Evolution Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Topics in Presentation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Merck's Systems Life Cycle (SLC)
Assumptions ,[object Object],[object Object],[object Object]
OPX2 Post Deployment:   Annual change in number of environment objects
OPX2 Operations Phase Has Two Stages  ,[object Object],[object Object]
Simple Staged Model of IT Maintenance and Evolution  [Bennett and Rajlich 2000]   ,[object Object],[object Object],[object Object],[object Object],[object Object]
Key Topics in Presentation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OPX2 Version Release Categories   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object]
 

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Governance processes service_types_for_opx2_jak1c1

  • 1. Governance, Processes, and Service Categories for OPX2 Planisware Global Paris OPX2 User Conference 2007 25-26 October John Andrew Kossey Merck and Co., Inc. MRL IT Research Information Services Research Planning and Integration OPX2 Operations North Wales, Pennsylvania 19454 United States of America
  • 2.
  • 3.  
  • 4.
  • 5.
  • 6.
  • 7. About Our Past Merck is founded in New York City by George Merck 1891 1902 Established manufacturing facility in Rahway, New Jersey 1912 Opened first foreign subsidiary in Canada 1930s 1919 1916 The first Merck research laboratory is established in Rahway, New Jersey Separated from German parent Established framework for cooperation between business and universities on scientific research
  • 8. About Our Past 1944 1940s 1953 1957 1992 Merck moved headquarters to Whitehouse Station, New Jersey Pioneered with other labs to speed full-scale development and production of penicillin during World War II Merck made its first donation to the United Negro College Fund Merger with Sharp & Dohme The Merck Company Foundation established
  • 9.
  • 10.
  • 11.
  • 12. We Also Know the Value of Unbiased General Health Information MerckSource.com provides you FREE, unbiased health information on an easy-to-use web site with no advertising The Merck Manual , the world’s best-selling medical references, available free online in multiple languages at www.merck.com The Merck Manual for Free Health Questions? Go right to the Source
  • 13.
  • 14.
  • 15.  
  • 16.  
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. Keeping up with Current OPX2 Requests . . .
  • 24.
  • 25.
  • 26. Context for OPX2 in an Organization Governance— Who determines?
  • 27.
  • 28.
  • 29. Equal Partnership Business-IT Model Requirements Performance metrics Business Unit IT Unit Service Level Agreement (SLA) WHY —business case WHAT—processes, data WHEN —business priority HOW —technology WHO—tech resources WHEN —IT priority Collaborate, Negotiate
  • 30.
  • 31. Context for OPX2 in an Organization Governance— Who determines? Processes— How managed?
  • 32. 10 Basic ITIL Processes
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38. Context for OPX2 in an Organization Governance— Who determines? Processes— How managed? What changed in OPX2? Documentation Support Interface Data Business Rules, Elements OPX2 System Properties
  • 39.
  • 40.
  • 41. OPX2 Change “Categories” (Domains; Clusters) What changed in or with OPX2? Documentation Support Interface Data Business Rules, Elements OPX2 System Properties 1 2 3 4 5
  • 42.
  • 43.
  • 44.
  • 45.
  • 46.
  • 47. Types of Change in OPX2 for Maintenance and Evolution Services (1) 4. OPX2 System Properties Primed 4. OPX2 System Properties Preventive 4. OPX2 System Properties Performance 4. OPX2 System Properties Fixed 1. Support Interface Evaluative* 5. Business Rules, Elements Enhanced* 2. Documentation Creative 5. Business Rules, Elements Corrective 1. Support Interface Consultive 3. Data Added 4. OPX2 System Properties Adaptive* 4. OPX2 System Properties Access Cluster Type of Change
  • 48. Types of Change in OPX2 for Maintenance and Evolution Services (2) 2. Documentation Updated* 1. Support Interface Training 5. Business Rules, Elements Tailored 4. OPX2 System Properties Spawned 3. Data Revised* 1. Support Interface Reproduced 3. Data Removed 2. Documentation Reformed 5. Business Rules, Elements Reductive 5. Business Rules, Elements Prototype 3. Data Processed Cluster Type of Change
  • 49.
  • 50.
  • 51. Merck's Systems Life Cycle (SLC)
  • 52.
  • 53. OPX2 Post Deployment: Annual change in number of environment objects
  • 54.
  • 55.
  • 56.
  • 57.
  • 58.
  • 59.  

Notes de l'éditeur

  1. Slide was published on 08 October in Merck intranet via http://mrl.merck.com and linked to http://artofscience.merck.com/gallery . . . Diane R. Conner produced the image of neurons.
  2. Standard public presentation slides: From AV Communications: About_Merck_05_14_07.ppt
  3. You may think Merck is a big pharmaceutical company and you’re right -- well, partly right. Merck & Co., Inc. is a global research-driven pharmaceutical company. But it’s more than that, much more, thanks to George Merck and his philosophy of putting patients first. Over the next few minutes, I will share with you information about Merck’s history, Merck today, and Merck’s future.
  4. George W. Merck spoke these words in 1950 at the Medical College of Virginia. Two years later they emblazoned the cover of Time magazine. Today, they embody the core values of our Company, guiding the decisions we make on a daily basis.
  5. As anyone who is familiar with Merck knows, our Company has long conducted its business based on these guiding principles: the relentless pursuit of scientific excellence; an unwavering commitment to putting patients first; the firmest adherence to the high standards of ethics and integrity; and, a commitment to the health and well being of our neighbors, employees and the communities in which we live and work.
  6. Merck & Co. was founded by George Merck when he was only 23 years old. The company began as a small branch of a German chemical firm, E. Merck Darmstadt, a company that dates back to 1668 when it began as an apothecary in Darmstadt. Within a few years, George Merck had doubled the branch office’s sales and moved into his own six-story building in New York. George Merck purchased the deed to the first tracts of land in Rahway, New Jersey, in 1900 for $25,000. The company established a manufacturing facility in Rahway in 1902 and opened its first foreign subsidiary, in Canada, in 1912. In 1916, the first Merck research laboratory in Rahway was established with four chemists and a library. After the separation from its German parent firm in 1919, the Company – led now by George Merck’s son, George W. Merck – successfully completed a merger with pharmaceutical company Powers-Weighftman-Rosengarten, a producer and distributor of pharmaceutical chemicals specializing in morphine and quinine production, in 1927. Despite an abrupt severing of ties with Germany upon U.S. entry into World War I, Merck was able to grow throughout this period, gradually moving into foreign markets and beginning to compete with the older, more established European companies. The 1930s saw the establishment of the framework for cooperation between Merck and universities on scientific research, marking the beginning of years of fruitful collaboration. Also during the Great Depression of the 1930s, Merck’s Rahway facilities were able to employ about 1,200 men and women and stay afloat during this difficult period.
  7. In 1942, the life of a Connecticut woman named Anne Miller was saved when she became the first person in the United States to receive penicillin – penicillin produced in Merck's New Jersey research lab. Merck made vital contributions to the research that led to mass-production of penicillin and established its position as one of the nation’s leading firms in the provision of new antibiotics for patients in America and abroad.  In 1944, the Company made its first donation to the United Negro College Fund, setting the stage for a long-term commitment to helping to support African-Americans in science. Merck completed a merger with Sharp & Dohme in 1953, which was particularly crucial because it converted the Company from being a chemical manufacturer to full involvement in the manufacture and distribution, nationally and internationally, of pharmaceuticals. This strategic acquisition laid the groundwork for the company that exists today. Since 1992, Merck has been headquartered in Whitehouse Station, N.J.
  8. Some current facts about Merck – refer to text on slide
  9. Refer to text on slide
  10. Most kids today don’t have a clue about diseases adults remember, thanks to the work of Merck scientists. Today Merck is one of the few drug companies still conducting vaccine research to combat childhood diseases.
  11. For more than 100 years, Merck has provided unbiased, high-quality reference information about health care. Directly, as well as through nonprofit operations established as independent enterprises, Merck offers a wealth of free, unbiased health information resources to the public and to health care professionals. Merck Manuals In 1899, Merck published the first edition of The Merck Manual , a 192-page resource book designed to aid physicians and pharmacists. By the 1980s, The Merck Manual was the world's best-selling medical text and had been translated into more than a dozen languages. In May 2006, Merck published the 18 th edition of this classic reference. In 1997, Merck created The Merck Manual – Home Edition to provide the benefits of the Merck Manual for the general public. We have developed additional books, such as The Merck Index for chemists, The Merck Manual for Geriatrics , The Merck Veterinary Manual and The Merck Manual of Health & Aging to provide professionals and consumers with useful health care information. Merck makes The Merck Manuals available as a public service, free of any marketing information or promotions. All of the manuals, with the exception of The Merck Index , are available free online, and many are available in a number of languages, at www.merck.com . MerckSource.com MerckSource.com is a comprehensive medical website where patients can learn about health conditions for themselves or those in their care. Medical professionals write the unbiased content on the site, which is available free of charge. Patients can find interactive health tools, 3-D illustrations, forms to track their health and suggestions on how to make their doctor’s visit more productive on www.MerckSource.com .
  12. We are committed to discovering and developing medicines and vaccines to make a difference. Merck announced a new R&D model in December 2005 that is designed to increase productivity and improve the probability of success by prioritizing the Company's R&D resources in areas where significant unmet medical need exists and where we believe the science indicates real potential for meeting that need.
  13. This is my own priority listing for governance, based upon nine years of experience working with OPX2
  14. My summary of where companies “host” OPX2 organizationally.
  15. This is my summary of how organizationally distinct business and IT units might work together.
  16. This overall three-part relationship summarizes my readings in software maintenance as well as experience with OPX2.
  17. Processes are available in ITIL documentation (v. 2) and articles published about the model. For example: http://www-1.ibm.com/support/docview.wss?uid=swg27008123&aid=5#10
  18. “The software maintenance process model” Journal of Software Maintenance and Evolution: Research and Practice Volume 17, issue 3, pp 197-223, 2005
  19. I added application administration, which is optimally a strategic, customer-facing process: It involves: business value management business strategy and service delivery alignment organizational roles, functions business metrics vendor relationship management
  20. “The software maintenance process model” Journal of Software Maintenance and Evolution: Research and Practice Volume 17, issue 3, pp 197-223, 2005 Description for 4 and 5 are my own, as authors claimed that work in progress was not yet released from client
  21. This relationship is built upon Chapin et al 2001. Data category is missing in Chapin. Ned Chapin, Jooanne E. Hale, Khaled Md. Khan, Juan F. Ramil, Wui-Gee Tan “ Types of software evolution and software maintenance” Journal of Software Maintenance and Evolution: Research and Practice Vol 13 Issue 1 Pages 3-30 Published 2001
  22. Ned Chapin, Jooanne E. Hale, Khaled Md. Khan, Juan F. Ramil, Wui-Gee Tan “ Types of software evolution and software maintenance” Journal of Software Maintenance and Evolution: Research and Practice Vol 13 Issue 1 Pages 3-30 Published 2001
  23. This relationship is my own design for OPX2 built upon the published work of Chapin et al 2001 Ned Chapin, Jooanne E. Hale, Khaled Md. Khan, Juan F. Ramil, Wui-Gee Tan “ Types of software evolution and software maintenance” Journal of Software Maintenance and Evolution: Research and Practice Vol 13 Issue 1 Pages 3-30 Published 2001
  24. Based upon N. Chapin et al. 2001 with my adaptation to OPX2
  25. Based upon N. Chapin et al. 2001 with my adaptation to OPX2
  26. Based upon N. Chapin et al. 2001 with my adaptation to OPX2
  27. Based upon N. Chapin et al. 2001 with my adaptation to OPX2 Note: OPX2 provided patches and software releases can contain evolutions that increase functionality of the software. Usually there is some degree of applying business rules, elements to the new functionality. Change work of integrating functionality into the customer configuration moves this user-experienced functionality to category 6 as “Enhanced”
  28. Based upon N. Chapin et al. 2001 with my adaptation to OPX2
  29. From http://slc.merck.com. This chart is a specific instance of system life cycle models that are quite common throughout the software community. I chose this because the design uses quite apt and attention-grabbing graphics.
  30. Data is from my PL*SQL queries; sequence gives a useful illustration but does not reveal any competitive advantage or proprietary knowledge
  31. Keith Bennett and Vaclav Rajlich Software Maintenance and Evolution: A Roadmap Pp 73-87 ACM 2000 1-58113-253-0/00/6 Available online via http://mercury.cs.wayne.edu/~vip/publications/Bennett.ACM.2000.Roadmap.pdf
  32. Distinction between operational changes and software development are essentially matters of scope, level of work effort, and sometimes chargeback policies. Bundling a series of changes together into a small project connected to release management is good business practice.