Shared Web Services: The New Frontier in Government

Transcription

1 Shared Web Services: The New Frontier in Government TASSCC Technology Education Conference Austin, Texas March 26, 2009 Bill Chambers VP, Government Consulting Services

2 Objectives The primary objective of this session is to discuss the use of content management solutions deployed as a shared services platform; collaboration solutions such as SharePoint; the integration required between content and collaboration solutions; and the virtualization of the government workforce through the use of collaboration and related technologies Specifically Doculabs will: Provide an overview of Doculabs Discuss trend in offering content and collaboration services as shared services Provide State, Agency-Cluster, and Agency Case Studies Discuss best and worst practices Answer any and all questions 2

3 About Doculabs 3

4 About Doculabs Introduction to Doculabs Doculabs is a small business consulting firm providing services related to digitization and process optimization/automation of documents and records. We offer consulting services particularly to support paperless, electronic health record and process optimization initiatives as well as compliance and records management programs. Our services help the government lower costs, increase transparency while improving inter-agency and inter-departmental communications in the government sector Our engagements help clients leverage their existing ECM investments on a broader enterprise basis through objective analysis and in-depth market knowledge. This approach is based on our fundamental belief that in order to protect a client s longterm interest, technology advisors should not be implementers. Quick Facts Founded in 1993 Headquartered in Chicago Privately held Delivered more than 800 ECM engagements 4

5 Our Government Clients Doculabs State and Local Government Clients Bay Area Air Quality Management Bexar County, Texas California Administrative Office of the Courts California Board of Equalization California State Teachers Retirement Systems Central Arizona Project Collier County, Florida City of Amarillo District of Columbia Georgia Department of Revenue Gwinnett County, Georgia Lake County, Illinois Los Angeles County Los Angeles County, Information Systems Advisory Board (Criminal Justice Agencies) Miami-Dade County Michigan Department of Transportation Minnesota Department of Transportation NYC Campaign Finance Board NJ TRANSIT Oneida Nation, Wisconsin Orange County, California Oregon Department of Transportation Oregon Public Employees Retirement System (OPERS) San Antonio City Public Service San Diego County State of Florida State of Michigan Wisconsin Department of Transportation 5

6 Our Government Clients Doculabs Federal Government Clients Department of Energy Federal Reserve System International Monetary Fund NASA National Association of Record Archives Nuclear Regulatory Commission Small Business Administration Social Security Administration United States Army Corps of Engineers United States Sentencing Commission Westinghouse Savannah River Project 6

7 Content and Collaboration as Shared Services 7

8 Content and Collaboration as Shared Services The Content and Collaboration Shared Services Concept Content Management and Collaboration Infrastructure Hosted by Central IT Agency Clusters, Agencies, and departments use hosted content management and collaboration services as needed Case Management Applications SharePoint Intranet and Collaboration and Record Management Document Capture and Storage 8

9 Content and Collaboration as Shared Services What s Required? Demand analysis and business case from state, agencies and departments Centralized IT organization focused on shared services Enterprise Shared Services Architecture Model Vendor solutions standards Enterprise and agency-level taxonomy Effective and fair chargeback model And most importantly Executive Management Support! 9

10 Shared Services Case Studies 10

11 State Shared Services Case Study State Shared Services District of Columbia Keys to Success: Mayor s Office support ECM Strategy Across Twenty Key Agencies ECM Shared Services staffing and infrastructure Document standards, regulations, and policies Reviewed Chargeback and financing Model ECM Shared Services Reference Architecture Deployment planning (by cluster and replicable application) Enterprise and Agency-Level Taxonomy Current Challenges: Resources and funding Focus on agencies with funding 11

12 State Shared Services Case Study Shared Services Target Application Architecture 12

13 Sample Government Deliverables Shared Services Deployment Plan 13

14 State Shared Services Case Study State Shared Services State of Minnesota Content Management and Collaboration Infrastructure Hosted by Central IT ECM Shared Services Staffing and Infrastructure Started in 2006 Commerce and MNPERS are participants Still multiple agencies with multiple ECM systems Deployment Issues: Lack of agency business case and marketing No shared services chargeback model 14

15 County Shared Services Case Study ECM Shared Services Los Angeles County Keys to Success: Developed an ECM Strategy and application demand across twentytwo key departments Identified specific ECM components that can be deployed as shared services in multiple applications for multiple departments Completed an ECM shared services architecture model and conceptual design using Microsoft SharePoint as a front end and another ECM solution (as selected by department cluster) as the back-end Current Challenges: Completing Board of Supervisors approval Acquiring funding for centralized IT shared services organization Developing centralized SharePoint expertise 15

16 County Shared Services Case Study Shared Services Conceptual Design 16

17 Agency Cluster Shared Services Case Study Agency Cluster Shared Services LA County ISAB Information Systems Advisory Board (ISAB) provides technology strategy and shared services applications for all criminal justice departments (including Superior Court, Sheriff, District Attorney, Public Defender, Probation, Coroner) Implemented a case file scanning center as an outsourced service Developing common ECM applications on the shared services infrastructure ECM shared services architecture model 17

18 Agency Cluster Shared Services Case Study Criminal Justice Shared Services Framework Legend Imaging Document Management ECM Forms DAM Department 1 Department 2 System 1 System 2 System 3 BPM Workflow Process Automation BAM System 15 Services BPM WF PA BAM BPM WF PA BAM BPM WF PA BAM Department 3 BPM WF PA BAM System 4 This diagram represents the target applications in the justice agencies in. Each application is presented with an abbreviated Enterprise Reference Architecture (ERA) visual summary of the core components in play in the application. The ECM components include: System 16 BPM WF PA BAM BPM WF BAM PA System 5 Imaging (I) Document Management (DM) Electronic Forms (F) Digital Asset Management (DAM) Department 8 Document and Data Exchange SOA Based Services BPM WF BAM PA The BPM components include: Workflow (W) Process Automation (PA) Business Activity Management (BAM) Services is noted as a separate area. System 13 DM F ECM I DAM BPM WF BAM PA BPM WF BAM PA Process and Content Management ECM I System 6 DM F DAM BPM WF PA BAM For each application, these ERA components are shaded when these components are enabled in specific applications, or left clear (white) for areas not used in the application. This provides a view of technology coverage across. The Blue and Green color scheme is used to represent Existing or Active development vs. Future planned development. Applications being actively developed at the beginning of this strategic planning cycle are framed in blue, while applications to be actively developed during a later stage of this strategic planning cycle are framed in tan. The same scheme applies for interfaces. System 14 BPM WF PA BAM Department 7 System 11 BPM WF BAM PA Department 6 System 9 Department 5 Department 4 System 7 BPM WF PA BAM Interfaces: Current / Active Planned BPM WF PA BAM BPM WF PA BAM System 8 System 12 Applications Current / Active Development Planned System 10 BPM WF PA BAM BPM WF PA BAM BPM WF PA BAM 18

19 Agency Cluster Shared Services Case Study Agency Cluster Shared Services LA County ISAB Keys to Success: All criminal justice departments contributed money to creating ISAB ISAB is its own entity with full time staff of management, programmers, consultants, and support Success in finding supplemental outside funding Created their own long range systems plan Current Challenges Cooperation from the CA court system County Funding cuts 19

20 Agency Shared Services Case Study Agency Shared Services Oregon DOT State of Oregon has standardized on a single ECM vendor and is building out the state-level infrastructure ODOT Concept of Operations developed for their shared services organization Developed an ECM shared services architecture model Deployment planning (replicated applications) Enterprise and department-level taxonomy underway Implementing a Right-of-Way shared services application for retrieval of all property documents which will be incorporated into project collaboration applications 20

21 Agency Shared Services Case Study Program Plan Roadmap: Project List 21

22 Agency Shared Services Case Study Agency Shared Services Oregon DOT Keys to Success: Rapid standardizing on an ECM vendor Focused shared services group with years of experience and working together State funding has been generous Focus on completing technical architecture and taxonomy work before deploying agency-wide applications Current Challenges: Competition in resources from other projects Identifying shovel-ready projects for Recovery Act funds 22

23 Summary 23

24 Summary and Conclusions Summary Content and Collaborative Shared Services is an increasing trend in the government sector at all levels Reduces hardware, software, training, and support costs Encourages collaboration within and between agencies Encourages and enhances sharing of information and process optimization between agencies with more efficient delivery of public services 24

25 Summary and Conclusions Summary Success in implementing shared services is a result of: Demand analysis and business case from state and agencies Centralized IT organization focused on shared services Enterprise Shared Services architecture model Vendor solutions standards Enterprise and agency-level taxonomy Effective and fair chargeback model Stable funding source 25

26 Thank You Contact Info: Title Bill Chambers