ProviNET Solutions | 18645 W. Creek Dr Tinley Park, IL 60477 | www.provinet.com

Making Strategic Investments in Information TechnologyJoe VeldermanDirector of Consulting ServicesProviNET Solutions

Jennifer CrippsSenior Vice President & CFOLutheran Social Ministries of NJ

Andrew ThompsonDirector of ITLutheran Social Ministries of NJ

Objectives

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IT Strategic Planning

IT Staffing Trends

Controlling IT Expenses

Mitigating Cyber Liability Risks

IT Strategic PlanningAligning IT to Enable Your Organization

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Importance of IT Strategic Planning

• Integral part of any organization’s strategic planning and enterprise governance process.

• Ensure that technology aligns with the organization’s business goals• Supports the goals, objectives, initiatives or innovative business models efficiently

and cost-effectively• Project sustainability to existing information systems and communications

infrastructure to support technology outcomes• Define technology projects and delineated resources required for each project

• Articulate Technology Objectives and Riverbanks for Governance• Align the focus of the IT Department• Control Expenses

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Technology Governance Structure

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Board of Trustees

Executive Leadership

Technology Steering Group

Network & Systems

Infrastructure

Core Enterprise

Applications

End UserSupport

Analytics, Project Mgmt,

Innovation

Review and approve major strategic directions, approve capital forecast and operating budget, approve capital project expenses in accordance with policy.

Ensure IT strategic plan aligned with direction, recommend capital forecast and operating budget, approve or recommend capital project expenses in accordance with policy.

Manage IT strategic plan, develop capital forecast and operating budget, approve or recommend capital project expenses in accordance with policy, oversee strategic initiatives.

Teams brought together around various technology initiatives. These teams provide perspective to identify, evaluate, justify, prioritize, recommend and monitor all technology projects within their domain.

IT Building Blocks

6GovernancePolicies & Procedures Posture

Budget Strategic PlanInformation SharingTraining

FrameworkRiverbanks

FirewallsWiFi

InfrastructureServers

SwitchesRouters

Storage

EndpointsBackup & DR

ISP Connectivity

Phone System

Life Safety Systems

CRM

ApplicationsPOSEMR

AP / GL

Facilities MgmtERP

Foundation / Donor

DataBusiness Intelligence

Reporting

Analytics HIE

MDS / UBxxDashboards

Artificial Intelligence

Machine Learning

Role of Technology Executive

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Strategic Planning Process• Start with a comprehensive assessment

• “Current State of Technology”• Governance (Policies, Risk, Cyber, Vision)• Infrastructure• Information Systems (Core Enterprise Applications)• Support & Staffing

• Review Goals, Objectives & Challenges of Organization• Find out how IT Strategic Plan can support

• Develop IT Strategic Plan• Technology Steering Group• Address IT challenges• Fulfill IT Requirements• Support Organization Objectives

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Lutheran Social Ministries of NJ

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• Senior Healthcare & Retirement Living• Life Plan Community• Assisted Living• Skilled Nursing• PACE• Home Care / Hospice

• Community Services• Community Engagement• Immigration Legal Services• Disaster Recovery

• Housing

LSMNJ – Strategic IT Plan

• Comprehensive IT Assessment (2010)• Governance (IT Oversight, P&P, Risk Mgmt)• Infrastructure (WAN, LAN, WiFi, Connectivity, Servers, Endpoints)• Information Systems (Enterprise Applications)• Support & Staffing (Service Desk, Desk Side Support, Infrastructure)

• Senior IT Leadership• Interim vCIO• Assistance Recruiting & Onboarding FT IT Director• Annual IT Roadmap & Budgeting Collaboration

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LSMNJ – Ongoing Strategic IT Efforts

• Annual Planned Technology Rotation• Evergreen replacement of aging infrastructure components

• Maintaining Compatibility• 2019 – Windows 7 to Windows 10 push

• Optimizing Core Enterprise Platforms• Modernized Hospice Software Application• Point of Sale software

• Expansion Efforts• New infrastructure / software to support expansion efforts

• Focus on Security• Vulnerability Scans, Policy Review, etc….

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IT Staffing TrendsGetting the Depth & Breadth Needed for Success

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Staffing Trends

• Insource vs. Outsource• Consider breadth of resources needed to sustain IT• Consider depth of knowledge required in specific areas• Look at utilization• Ability to provide desk side support

• Increasing Dependence on Network Administration• Cloud is forcing robust, reliable, redundant connectivity (100% uptime)

• Resident Support Staffing• Cultural demands from residents• “Geek Squad” like services (television, tablet, phone, PC)• Influx of IoT devices entering Senior Living

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LSMNJ – Staffing Trends

• LSMNJ IT Team• Director of IT• Technical desk side support

• Outsourced• Network Administration• Systems Administration• 24x7 Service Desk / Enterprise Application Support• Electronic Health Record Support

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Controlling IT ExpensesEfficiently using resources to maximize value

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IT Spending Trends

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• CFO Hotline Results• 3.2% of Operating Budget spent on IT

• Staffing & Support Services• Software Subscriptions• Telecommunications• Hardware Subscriptions• Professional Development• Repair

• 10.0% of Capital Budget spent on IT• Evergreen Replacement (Workstation, Servers, Networking, WiFi)• Life Safety Systems• New Projects (WiFi, Expansions, Software Implementations)

IT Spending Trends

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Controlling IT Expenses

• Operating (3.2%)• Insource vs. Outsource• Leverage NFP Status – Licensing• Audit Telecommunications and Printing Expenses• Critically evaluate what needs to have support, maintenance & warranty • Find GEM rep from appropriate vendors• “Right Size” for your organization

• Capital (10.0%)• Normalize CAPEX through evergreen replacement (20% rule)• Invest in network infrastructure / move systems to cloud• Trends in Security, WiFi, Business Intelligence• Innovation to create efficiency

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LSMNJ – Controlling IT Expenses

• Moving enterprise application to the cloud• EHR, POS

• Moving to hardware as a service models• Firewall as a Service• Printers / MFP as a Service

• Renegotiating Contracts with Telecom Vendors• Proactively Managing Warranties• Continually looking at alternatives to Laptops / Desktops

• Mobile devices for specific applications

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Mitigating Cybersecurity RisksPractical Ways to Protect Your Organization from Cyber Risks

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Practical Cybersecurity Risk Mitigation• Policies & Procedures• Next-Generation Firewall• Network Security• Email Filtering• Anti-Virus Software• Software Patch Management• BYOD Policies• Penetration Testing• Backup & Disaster Recovery• Maintain Cyber-Liability Insurance

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Cyber Liability Insurance• Cost of a Breach ($250,000)

• Cyber Forensics Investigation - $80,000• Attorney Fees - $120,000• Public Relations - $50,000

• Remediation• Depends on size of organization and nature of breach

• Ongoing Protection• # of Residents multiplied by $360

• Credit Monitoring• Identity Theft Protection

• Other Expenses• Fines• Residual Lawsuits

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LSMNJ - Cyber Security • Policies & Procedures• Next-Generation Firewall• Network Security• Email Filtering / Encryption• Anti-Virus Software• Software Patch Management• Penetration Testing• Backup & Disaster Recovery• Maintain Cyber-Liability Insurance• Cyber Indemnification Clauses with any new Software Vendors

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Thank YouQuestions & Answers

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