Provides a five-stage model for configuration management maturity for Planisware OPX2. This software enables rapid business change without corresponding software development change.

1. Maturing Your Planisware Change Management Processes 9 th Planisware Life-Sciences User Conference Boston, Massachusetts, USA John Andrew Kossey 26-27 May 2010 [email_address]

2. Agenda 2. Planisware change management and business (P-CM) 6. Summary: takeaways 4. Key contrasts 5. P-CM maturity levels 3. Business-user proficiency levels 1. Change management: Planisware and IT (IT-CM)

3. Agenda 1. Change management: Planisware and IT (IT-CM)

4. Planisware Change Management: Basis “ We are using Planisware.”

5. What is Planisware? Software application within IT

6. Planisware from the eyes of IT What hardware, OS to deploy? Shall we assign a virtual server? How much Oracle tablespace? Who writes Helpdesk scripts, trains techs? What belongs in the SLA?

7. Planisware: As Software Planisware software release (kernel, DLLs, executables) Planisware software updates IT Physical servers, network, OS

8. ITIL Workflow Manpower Information Workstation Information Software Information Reports Technician Helpdesk Change Worker Change Management Database CAB Member Change Manager Change Management Problem Management Incident Management

9. ITIL v2 Processes Internal IT Business – Facing IT Service Support Service Delivery Service Desk Financial Management Capacity Management IT Svc Continuity Management Availability Management Service Level Management Release Management Problem Management Configuration Management Incident Management Change Management

10. ITIL v3 Process Groups Service Strategy Service Design Service Operation Service Transition Continual Service Improvement

11. ITIL v3 Functions and Processes Knowledge Management Service Desk Supplier Management Technical Management Requirements Engineering IT Operations Management (Control & Facilities) Data & Information Management Applications Management Evaluation Operational Activities in other Lifecycle Phases Information Security Management Service Validation and Testing Access Management IT Service Continuity Management Release Deployment Management Problem Management Availability Management Service Asset & Configuration Management Request Fulfillment Capacity Management Change Management Incident Management Service Level Management Transition Planning and Support Event Management Service Catalog Management Service Transition Service Operation Service Design

12. Business is Outside Organization IT-Organization ICT Infrastructure Management IT Service Management Customer (Business side) E nterprise Application Management

13. Change Management in IT Perspective Workers Control Sourcing Planisware as software Processes ROI rationale Trigger Process compliance; stability; uptime Universal; mandated Strict roles; Frequent handoffs Customer ticket Authorize every change Remote; possibly international

14. Agenda 2. Planisware change management and business (P-CM) 1. Change management: Planisware and IT (IT-CM)

15. Corporate Context for Planisware “ We are also using Planisware.”

16. Corporate Context for Planisware Project Managers Business Integrators Functional Areas Resource Managers Franchises Stakeholders

17. What Business Needs from Planisware Coherent project, resourcing, cost model Adaptable rate escalations, cost curves Progress, probability of success Consolidated capacity, demand reporting Country-level, global-level protocol planning

18. What is Planisware? Software application within IT Enterprise solution that facilitates business change without requiring software change

19. Planisware: Software and Data Planisware software release (kernel, DLLs, executables) Planisware software updates Project data Common files (metadata) Business model, parameters Business rules, definitions, reports IT Business Physical servers, network, OS

20. Planisware Environment Objects File Report Process Lookup Business rule Definition Data structure Business model Business Dataset Style, chart, Dashboard , input screen Workflow, macro Attribute type Named formula, Parameter Additional attributes, cost field WBS, RBS, OBS, ect. Local configuration Technical

21. Agenda 2. Planisware change management and business (P-CM) 3. Business-user proficiency levels 1. Change management: Planisware and IT (IT-CM)

22. User Proficiency Levels for Planisware New user 1 2 3 4 5

24. User Proficiency Levels for Planisware New user 1 Business user 2

26. User Proficiency Levels for Planisware New user 1 Business user 2 Power user 3

28. User Proficiency Levels for Planisware New user 1 Business user 2 Power user 3 Super user 4

30. User Proficiency Levels for Planisware New user 1 Business user 2 Power user 3 Super user 4 Consulting user 5

32. Change Management in Perspective Planisware as software Planisware as data solution Increase R&D pipeline productivity Focused; tailored Proficiency-based for achieving results Proactive, interactive data quality improvement Empowered to make prudent decisions Embedded in business Process compliance; stability; uptime Universal; mandated Strict roles; Frequent handoffs Customer ticket Authorize every change Remote; possibly international Workers Control Sourcing Processes ROI rationale Trigger

33. Agenda 2. Planisware change management and business (P-CM) 4. Key contrasts 3. Business-user proficiency levels 1. Change management: Planisware and IT (IT-CM)

37. Same IT-CM processes apply to all software

40. Agenda 2. Planisware change management and business (P-CM) 4. Key contrasts 5. P-CM maturity levels 3. Business-user proficiency levels 1. Change management: Planisware and IT (IT-CM)

41. Change Management Maturity Levels 4 3 2 1 0 Remiss

42. P-CM Level 0 : “Remiss” B Vendor provides a turn-key installation A Unmanaged CM may be “down the road” Ad hoc decisions occur at a departmental level C D Getting Planisware working with company projects is the primary priority

43. Change Management Maturity Levels 4 3 2 1 0 Rigid Remiss

44. P-CM Level 1 : “Rigid” B Every request must flow through the IT Helpdesk for metrics and tracking A By policy, IT is in complete control of all software C Formal Service Level Agreement defines standard response times D Planisware software must adhere to all approved IT service processes

45. Change Management Maturity Levels 4 3 2 1 0 Resistant Rigid Remiss

46. P-CM Level 2 : “Resistant” B Business can do limited, defined changes without IT supervision A IT makes some accommodation with business for Planisware C Governance remains essentially unilateral D Business is more a customer than a working partner of IT

47. Change Management Maturity Levels 4 3 2 1 0 Responsive Resistant Rigid Remiss

48. P-CM Level 3: “Responsive” Advanced Planisware proficiency resides within the business side B A Tactical in plan and execution C Governance is bi-lateral D IT handles software releases, database spawning, scheduled batch jobs

49. Change Management Maturity Levels 4 3 2 1 0 Revitalizing Responsive Resistant Rigid Remiss

50. P-CM Level 4: “Revitalizing” B VP champions P-CM; has executive sponsorship A Strategic in plan and execution C Governance is multi-lateral D Engagement and communication instill trust

51. Agenda 2. Planisware change management and business (P-CM) 6. Summary: takeaways 4. Key contrasts 5. P-CM maturity levels 3. Business-user proficiency levels 1. Change management: Planisware and IT (CM)

52. Recognizing mature change management Leaders orchestrate trust Governance is multi-lateral Business solutions occur with agility Business value keeps advancing

53. What is Planisware? Software application within IT Enterprise solution that facilitates business change without requiring software change

54. Change Management Maturity Levels 4 3 2 1 0 Revitalizing Responsive Resistant Rigid Remiss

55. P-CM and IT-CM Scope Planisware change management P-CM IT change management IT-CM

56. Shared Partnership Model Performance metrics Business IT Service Level Agreement (SLA) Collaborate, Communicate WHY —business case WHAT —business processes, data change, data quality, business model, solutions WHEN —business priority WHO —business data manager HOW —technology WHAT —software, IT processes; WHEN —IT priority WHO —IT resources

57. Planisware CM Extends beyond IT CM

58. Comments Questions Thanks for participating