Project Estimation & Metrics Support Approach A Discussion ...docs4sale.com/img/products/uploads/gf1klw_Allstate...Business and Systems Aligned. Business Empowered.TM Project Estimation

Business and Systems Aligned. Business Empowered.TM

Project Estimation & Metrics Support Approach

A Discussion Document

Technology Integration Solutions 1

Today’s Agenda

1. IntroductionsAllstate Team

BearingPoint Team

2. Our understanding of Allstate’s objectives

3. Start-up approach

4. SLIM experience and approach

5. Next steps

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1. CMM Level 2 this year

2. Engage software estimation process leadership

3. Engage SLIM leadership and experience

4. Design a solution for small projects

5. Estimating processes documented for March 15 Design Team quarterly release

Our understanding of Allstate’s Objectives

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BearingPoint Solutions

…can blend their capabilities, vision, experience and commitment into your team in a seamless way.

Technology Integration

Business Management for IT

CMM Fast_Track SLIM

PACC

Allstate Estimation & Metrics Team

Areas of Focus Value…

Harness real, hands-on project management experience from seasoned managers who have worked on systems integration, systems development and strategic projects.

Institutionalizing leading practices for IT process management and automation.

Framework and toolset embedded within a repeatable process that accelerates process redesign.

Process Automation Technology Integration to reduce IT operational costs and improve service quality.

No one knows their own processes better than Allstate. As one team, will leverage the knowledge of existing processes, guiding principles and systems.


CMM Fast_Track and SLIM Approach... will take Leading Practices and BearingPoint’s Body of Knowledge, and tailor processes specifically to Allstate’s goals and needs.

RiskAssessment

EstimateValidation

SLIM

What ifAlternatives

Macro Plans

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Managing all of the types of demand with a customer focused, process driven organization that addresses the issues that transcend individual initiatives to create an effective and productive IT capability.

The IT Value Chain Through IT?

IT Management and GovernanceSoftware

Operations

ITOperationsDemand

ManagementResourceManagement

PortfolioManagement

Program Execution

IT Process Management

Quality Assurance

BusinessStrategy

Enterprise Value Creation

Enterprise Value Creation

ITStrategy

Identify Select Develop Implement Operate

Business Operations

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Business Management for IT… is a solution framework that drives value creation from the IT value chain by providing strategic and operational program oversight and institutionalizing leading practices for IT process management and automation through specific solutions in the following domains.

Workflow and process automation

Process Design and Implementation

Process Automation and Instrumentation

Competency Development

Information Technology Management and Governance

Proven Process Templates Best of Breed Tools Pragmatic InterventionsDemand Management PACC Stakeholder AlignmentProgram Execution Portal Delivery Governance ChangesPortfolio Management Metric Integration Workshops & eLearningResource Management Program Management PM CoachingBenefit Realization Resource Management Re-designed rolesSMARTTM Project Management Real-time Dashboards Incentives for the rightIT Performance Metrics Knowledge Management behaviorsChange Management Project Management Knowledge Transfer

BMIT ArchitectureTechnology Integration Services

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Demand Management and Estimation

…are principal elements of the overall BMIT approach focusing on re-engineered processes, reliable and consistent metrics and seamless automation.

Program Execution Excellence

Technology Integration

IT Competency Development

IT Portfolio Management

Process Automation Command Center

Real-time Performance Management

Solutions

Example Assets4i Framework

CMM FAST_TRACQSM SLIM Implementations

Program Mgmt

Quality Assurance

Resource Mgmt

Demand MgmtGovernance Process

Mgmt Operations

BMIT Architecture

IT Processes

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BMIT delivers a Unique Combination of Capabilities and Enablers

Automated Process Driven IT Delivery for efficient execution

Real-time IT Process Dashboards for proactive decision making

IT Competency Development to change behaviors

Program and Project Execution excellence to insure delivery and manage complexity

Process Automation Technology Integration to reduce IT operational costs and improve service quality

BearingPoint can tap the power of these proven Information Technology Performance Management enablers to help Allstate finalize the design and implement their new Estimation Center in a way that it meets its intended objectives and provides a platform to attack other components of the IT Value chain.

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Approach – For discussion

Action Plan Implementation

Plan for SuccessMobilize for Change

Investigate Confirm Direction

and Assessment

Demand Management - Vision Stakeholder analysis and objectives Preliminary current state process, tools Assess practices and competencies Assessment and recommendations Identify gaps

Design process changes Design architecture changes Competency Interventions Define scope of intervention Finalize roll-out program plan

Identify roll-out resources Pilot estimation process & tools (SLIM) Re-engineer process & tools as needed Analyze and QA 50 project data point baseline Enhance roll-out materials Mobilize coaching and management teams Perform post-implementation analysis

Week 2 Week 3Week 1 Week 5Week 4 Week 6

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BearingPoint’s overall approach imbues with our SMART™ Project Management. Our SMART™ approach ensures that all aspects of the successful implementation are addressed in a unified way.

The SMART™ approach: Focuses on project deliverables that add business value Starts at the finish and objectively identifies success criteria, and deliverables to be produced Measures and tracks program costs and benefits Balances business context, risk, and team effectiveness. Quality assurance built in the process. Requires explicit and ongoing alignment of team and stakeholder interests Based on a suite of 126 re-usable Tools, Processes, and Competencies Views each project in the context of an overall change program

3-D Planning (Drop Dead Dates)Milestones

Processes & DeliverablesDecision Points & Off-Ramps

Deliverable Breakdown Structure

Mission / StakeholdersKey ResultsDeliverables

RACI+ ChartsDeliverables

People / ResponsibilitiesGantt Chart

Earned Value Measurement

TimeBudgetBenefits

Risk ManagementImpact

ProbabilityControllability

Mitigation / Contingency

3 QuestionsWho, Won, Done

Priority Triangle$$, Time, Quality

Approach – For discussion

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BearingPoint does not waste time learning the client’s infrastructure as well as the client already knows it Client’s resources bring knowledge of current state and constraints

The project avoids paralysis of over-analysis Time-boxed project Client and BearingPoint consultants know the answers

The project avoids endless review and revision cycles Stakeholders participate in the workshops

The project avoids wasting time inventing how to document a process Industry Standard Description Formats

The project does not waste time researching technologies BearingPoint supplements client’s knowledge with leading practices and technology

expertise gathered throughout BearingPoint

The project does not waste time waiting for decisions Client participants are knowledgeable of the client situation and empowered to

make working decisions and provisional decisions

Acceleration is a Team Effort

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Benefit Underlying Mechanism Your Company?

Better decision making • More complete, and up-to-date information at moment of decision making

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Shorter response times and process cycle times

• Instantly act on new developments triggered by notification and alerts • Initiate execution of subsequent activities from mobile location • Instant information dissemination among sales, field service and

customer support staff and the like faster

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Remove inefficiencies and reduce error rates

• Working from up-to-date, complete information • Capture data in electronic format at point of creation and simplify data

exchange between mobile workers and back-office applications • Eliminate duplicate data entry in disparate applications • Enforce structured processes

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Convenience • Easy anywhere, anytime access to information and applications • Manage tasks when away from desk • Key information readily at hand • Faster access to electronic stored information

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Improved Productivity • Increased first-time right success rate • Automate self grown, time consuming device synchronization activities • Reduce administrative activities • Use “down-time” more productive • Improve resource deployment, scheduling and task assignment • Avoid resort to live support

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Increase customer satisfaction

• Work from up to date client related status/issues information • Faster response to customer requests • Handle everything on the spot • First time right

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Increase customer retention and loyalty

• Differentiate product/service with mobile extensions • Increase barrier to switch

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Typical Benefits

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Working with Allstate is important to us. . .

we would like to enhance our partnership

We have helped over 500 organizations globally improve

the effectiveness of their organizations

We have seamlessly embedded

competency development into

our process to open doors and minds

Summary

We use a collaborative client-tailored approach

Only seasoned professionals who “walk the talk” will work with you

We roll up our sleeves and work with you to get the job done

We’re accountable for what we say we’ll do

We’re committed to your success and are willing

to prove it.

We are ready to go and can begin at a moment’s

notice.

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Next Steps

1. Allstate Feedback

2. Review Priorities, Timing and Scope

3. BearingPoint SOW

4. Allstate Review and Approval

5. Get started with Investigation by…

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Business and Systems Aligned. Business Empowered.TM

Appendix - SLIM


SLIM Estimation ProcessA fundamental requirement for effective planning is to be able to estimate the effort and schedule for the project – without these estimates, we cannot even ask questions “Is the project late?” or “Are there cost overruns?”

SoftwareSize

ProcessProductivity

ManagementConstrains

SLOCFunction PtsModulesUncertainty

MethodsSkillsComplexityTools

Max PeopleMax BudgetMax ScheduleReq. Reliability

OptimumEstimateto meet

Constraints

EvaluatePractical

Alternatives

Generate Plans

Time

Time

Time

Time

Staff

Probability ofSuccess

Cumulative Cost

Reliability

INPUTS

PROCESS

OUTPUTS

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SLIM: Software Project Planning

CMM Practice: Completing size estimates for all software projects and activities

Example Metrics for CMM: Lines of Code

Function Points

Object Counts

Requirements

Modules

Recommended Approach:

SLIM: Size Range Estimating

SLIM Control: Tracking actual size vs. estimates

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SLIM: Software Project PlanningHaving a standard process reduces variations in the performance of different projects. Without standardization, projects may result in different unpredictable outcomes along dimensions such as quality and productivity.

CMM Practice: Estimates for the software project efforts, cost, schedule, etc.

Example Metrics for CMM: Estimated effort and cost figures

Estimated schedule & milestones

Expected values and high probability values

Recommended Approach:

SLIM: Estimation Mode – Planning approach with schedule, effort and cost options.

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CMM Fasttrack and SLIM ApproachWe will help you…..better than the other guys…..

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Lifecycle Cost Estimate Process

Cost Element Description

Software Development Development of core software application. Estimated using SLIM or other modeling tool. (This is labor only)

Maintenance Industry standard is between 15-25% of application costs

Facilities Buildings, furniture

Testing Required external testing

Development Hardware/Software Tools

RUP, SLIM, etc.

Training Need to consider cost of facilities, supplies, and travel

Program Management This is project overhead that needs to be include in a Lifecycle Cost Estimate.

Data Center Includes investment, lease, contacts

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Documents

Project Estimation & Metrics Support Approach A Discussion ...docs4sale.com/img/products/uploads/gf1klw_Allstate...Business and Systems Aligned. Business Empowered.TM Project Estimation