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1 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. 1 Think… Re-Think : A Program Manager's Perspective Dean Boorman Program Manager, IT Infrastructure Architecture and Engineering

Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

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Page 1: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

1 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved.

1

Think… Re-Think :

A Program Manager's Perspective

Dean Boorman

Program Manager, IT Infrastructure Architecture and Engineering

Page 2: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

2 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved.

2

Small Business Services Direct Checks Financial Services

Consolidated Deluxe (Fiscal 2010) Revenue $1.40B Adj. Operating Income $293M*

Adj. Diluted EPS $3.18* Operating Cash Flow $213M

(57%)

Revenue: $796M

Adjusted Op Income: $142M*

Industry: >$50B

Small Business Customers: ~4M

(15%)

Revenue: $216M

Adjusted Op Income: $63M*

Industry: ~$350M

~ 6M in last two years

(28%)

Revenue: $390M

Adjusted Op Income: $88M*

Industry: ~$1.5B

Financial Institutions Served: 6,200

Deluxe Corporation

Page 3: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

3 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved.

3

Focus

• New Thinking

• Project Objectives

• Program Management

With applications you need to think about what is

coming and Re-Think what your process is to meet

new demands that are on their way.

Page 4: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

4 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 4

Think …. Re-Think ….. Re-Thought ?

Page 5: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

5 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 5

Think . . . Re-Think : global They owned the World…..

Raw Processing Power : Cray2

Portable Computing Hardware : ThinkPad

Personal Portable Audio: Walkman

Application Development: IBM

The Desktop : Microsoft

> Global organizational transformations

Page 6: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

6 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 6

Think . . . Re-Think : age

Over the Ages….

Tools defined Agricultural Age

Machines defined the Industrial Age

Technology defined the Information Age

Consciousness will define The Virtual Age

> Age definition matters

Page 7: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

7 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 7

Think . . . Re-Think : forces

The Forces ….

Accelerated electronic connectedness

Globalized focus

Powerful individuals

Transference of economics

> New Forces in the tech equation

Page 8: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

8 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 8

Think . . . Re-Think : pivot

The Tipping Point

Make a Conscious choice

Intellectual Property is value

Be a Morph ( not amorphic )

The Morph

Be Ready to change your Use Case

Do a Discovery

Deliver in Smaller bites

Fail fast, Win often

> At the Tipping Point, the Morph will appear

Page 9: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

9 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 9

Our Tipping Point

Application Stack (AppStack) ….

Multiple channels and inefficiencies in the applications

Communication and accountability to the customer

Current toolset does not support the Future State

Current process is not flexible in scaling and flexing to

demand

> Imminent Failure…. just ahead

Page 10: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

11 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 11

AppStack – SBB’s

11

Page 11: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

12 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 12

Our Method

People before Projects

Go for the Glory

Sit in the Stern and Paddle

Page 12: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

13 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 13

People before Projects

Staffing

Need to onboard the appropriate talent level

Training

Identify and develop the correct skills

Get training for all

Resource Management Capability

Deliver scalability in staffing for internal & external

staffing models

People

> Hard to swallow

Page 13: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

14 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 14

The Roles

Roles Description

Product Owner Requests an application for the business owner.

Business Analyst Acts as a liaison between the business owner and the Desktop

Engineering Team

Quality Assurance Ensure the quality of a packaged application prior to engaging

a Subject Matter Expert (SME) for full user acceptance testing.

Desktop Engineering Packages and publishes approved applications for production

Delivery

Deployment Deploy applications to end user computing devices using

automated or manual processes.

Page 14: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

15 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 15

Go for the Glory

Run 10 production applications through

Establish a Value Stream Map

Standard Operating Procedures

Define the metrics around demand management

Design for external resources (i.e. near shore, offshore)

Prioritize applications based on business requirements

Develop a template to discover application requirements

& delivery

Develop standardized QA and UAT processes

Develop a signoff process to certify applications

Process

> Make a Dent in your Universe !

Page 15: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

16 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 16

The Swimming

Page 16: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

17 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 17

Sit in the Stern & Paddle

Implement tools that integrate well & enable resource scalability

Automate the packaging process by using supported tools

Supports virtual & physical platforms, applications, and profile

mgmt

Metrics - define cycle time and quality measurements

Provide all levels with a QA environment

Technology

> Technologist direct Virtual directions !

Page 17: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

18 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 18

The Physical

Page 18: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

19 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 19

DAPP : Game Over

Clash of Style

Fit plan to organizational style of leadership

Expect to change the approach

Change Stakeholders

Don’t make them Eat Cake

Fit the use case

Your teams strengths

With technical success

Don’t pre-order your “Game”

Start with Committing

Not committed

Dating comes before marriage, don’t rush it

…if you don’t Re-Think

> WIN users & executives, not the first game

Page 19: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

20 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 20

DAPP : Game On Pardyme Shift : global

Executive and Senior leadership need help

Work them through the concepts

Don’t over sell it

Make a Dent in your Universe

Organizational Change Management : age & forces

The users and customers need direction

Give it in weekly small bites

Give them notice and listen

Leap Frog : pivot

Great designs are not in a leg race

With each leap, expect no landing site

You don’t know what you don’t know, but prepare others to work through it

> “Winning !” (hearts & minds first)

Page 20: Think… Re-Think - alliancetechnologies.net · Multiple channels and inefficiencies in the applications Communication and accountability to the customer

21 © 2010 Deluxe Enterprise Operations, Inc. All rights reserved. Proprietary and Confidential. 21

Questions

Dean Boorman

[email protected]

(651) 787-2742