Presentation Author, 2006 June 16, 2009 Strategies for New Circumstances Bruce Maas, Chief Information Officer Jerry Tarrer, Assistant to the Vice Chancellor of Finance and Administrative Affairs 2 Overview CBO/CIO partnerships and intersections Introduction of requirements into the conversation Centralized/distributed services 3 At a Glance Enrollment 29,200 Undergraduate 24,400 Masters & Doctoral 4,800 Faculty & Staff 3,455 Central IT staff 125 IT student staff 200 Schools & Colleges 12 Programs: Undergraduate 84 Masters 48 Doctoral 24 4 Bruce Maas Chief Information Officer Leads UWMs IT strategic planning Responsible for directing central IT division, University Information Technology Services (UITS) Strong background in financial & budget management, project management, academic school/college administration 2009 EDUCAUSE Midwest program director EDUCAUSE Leadership Institute faculty 5 Jerry Tarrer Asst. to the Vice Chancellor of Finance and Adm. Affairs $49M budget, ~400 FTEs, 100 budgetary units, 15 various funds Advise VC on divisional fiscal/ budgetary IT matters related to division Develop/administer divisions operating budget Evaluate resource utilization; make recommendations to VC; assist w/strategic planning Strong background in business and financial management 6 Building on EDUCAUSE Community Ideas 2009 Midwest EDUCAUSE Themes Introduced/discussedApril EDUCAUSE live! by Reagan Ramsower & Pattie OrrOPartnership/ Building on the leverage/edge model of Bradley Wheeler EDUCAUSE Conference Requirements presentationngonRequ/ EDUCAUSE Pre-conference Seminar/Service LayersODE=E09/SEM15A 7 Drivers for the Discussion Doing More with Less: Slogan not strategy Doing Less with Less: Prioritization strategy Doing Better with Less: IT service strategy 8 Excellent communications and a minimal common vocabulary Strategy 9 Build relationships Develop trust Proceed in concert Strategy 10 Use requirements management Partner in BPR Strategy 11 Focus narrowly on campus needs Strategy 12 Lessons from UWMs Finance and Administrative Affairs Requirements are for everyone. A working vocabulary is essential. In-depth training is key. Distributed IT, finance, internal audit, other departments need a way to communicate accurately, completely 13 Benefits Common vocabulary Minimizes ineffective communications Maximizes objective, accurate communications 14 Results Scholarship System HR Processing System Parking System 15 Lower costs, focusing on requirements instead of solutions Greater understanding of organizational complexity in Service Layers Opportunities for business process improvement when requirements established first Results 16 What is a requirement? A condition or capability a customer needs to solve a problem or achieve an objective 17 Requirements provide: Clearly documented project scope Framework for effective planning, funding, and timeline scheduling A single, agreed upon description of stakeholder needs 18 19 Why is this important? Role ambiguity impedes trust Some services done better with leverage, some at edge Leverage & edge present to some extent in all layers 20 Need for flexibility due to: - political - cultural - staffing differences - readiness (organizational maturity) Both are needed Cost implications Why is this important? 21 Both feel pressure to deliver results 22 Economic Crisis Forces Core Issues Our respective roles, w/common understanding and agreement? How to decide what services to - Jettison? - Add? - Change? - Improve? 23 What is institutions risk tolerance? Can we agree on levels of risk? How do we balance academic freedom with desire for common technology approaches where possible? How do we foster a mutually respectful dialogue? Economic Crisis Forces Core Issues 24 Concluding thoughts: Dont have all answers Committed to being part of national dialogue Employing these strategies positions us for survival now and makes us stronger in future 25 Must dos: Now and forever, pull together as true partners-no longer optional Strengthen our institutions to meet needs of next generation of students Presentation Author, 2006 June 16, 2009 Strategies for New Circumstances Bruce Maas, Jerry Tarrer,