Information technology kra presentation - jan 2013 ver. 2

6,546 views
6,164 views

Published on

0 Comments
4 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
6,546
On SlideShare
0
From Embeds
0
Number of Embeds
92
Actions
Shares
0
Downloads
252
Comments
0
Likes
4
Embeds 0
No embeds

No notes for slide

Information technology kra presentation - jan 2013 ver. 2

  1. 1. Information Technology Team KRA PresentationFebruary 25, 2013
  2. 2. IT VISION The vision of ITG is to sustain a quality focused, highly productive, service-oriented and responsive organization based upon City Savings Bank’s brand promise of being a helpful and reliable bank.02/25/13
  3. 3. IT Mission Statement The mission of IT Group is to exceed CSB customers and other operating units’ expectations by providing secure information technology infrastructure and innovative, timely and reliable systems that supports efficient delivery of Bank services and to cost-effectively leverage technology to enable the Bank to meet its business objectives.02/25/13
  4. 4. IT STRATEGIC GOALS 1. Business and IT Strategic Alignment 2. A Skilled and Knowledgeable IT Workforce 3. Secure & Reliable IT Infrastructure 4. Effective and Efficient Management of Desktop Hardware and Applications 5. Management of Software Development Efforts for an Effective and Efficient Support of Business Processes and Service Delivery 6. Efficient User Support and Quality Assurance 7. Effective IT Controls and Standards02/25/13
  5. 5. IT Strategic Goals, Objectives and Initiatives GOAL No.1 Business and IT Strategic Alignment Ensuring that the IT organization and technology are aligned with CSB’s Business mission, goals and Goal Details: objectives throughout planning and execution Ensure that CSB’s future technology needs and IT Services are planned, strategically aligned and Objective: prioritized according to Bank needs and objectives in an optimal manner ensuring that clear guidance is known as to how IT decisions are made. Periodically review, revise and update the IT strategic plan, at least once a year. This includes the Initiative: development of annual IT Tactical Plan to implement the IT strategic plan. Deliverables: IT Strategic and Tactical Plan Periodic review of deliverables Expected Budgetary Cost: N/A Start Date: Done – for approval (monthly Completion Date: updates) Staff Responsible TL: Bong Tiamzon IT Department Heads Resource: Dependencies: Corporate Strategic Plan02/25/13
  6. 6. IT Strategic Goals, Objectives and Initiatives GOAL No.2 A Skilled and Knowledgeable IT Workforce Aligning the IT organization’s structure and skills with the needs of the Bank, while promoting Goal Details: employee learning and satisfaction Improve the IT Organization through realignment of functions based on industry best practices to have Objective A: an effective and efficient delivery of information technology services for the Bank. 1. Identify core competencies necessary to assure business/IT alignment 2. Ensure continued alignment of information technology manpower in support of organizational goals and objectives. 3. Define clear lines of responsibilities to improve internal IT collaboration and teamwork. Initiatives: Overlapping responsibilities will be eliminated. 4. Provide an inventory of IT services and assign tightly-coupled or similar services to the same team. 5. Devise an organizational structure that is more adaptive and responsive to changes in technology and business needs Deliverables: Manpower Plan, Training Plan Manpower Plan N/A N/A Done - Approved Budgetary Cost: Expected Start Date: Completion Date: Training Plan PHP 1,808,208 January 4, 2013 March 15, 2013 Responsible TL: Bong Tiamzon Staff Resource: IT Department Heads Dependencies: Approved Training Budget02/25/13
  7. 7. IT Strategic Goals, Objectives and Initiatives GOAL No.2 A Skilled and Knowledgeable IT Workforce Aligning the IT organization’s structure and skills with the needs of the Bank, while promoting Goal Details: employee learning and satisfaction Objective B: Increase Technical Proficiency and Expertise 1. Implement a comprehensive approach to IT employee technical development by developing a Technical Training Plan to ensure excellence in IT delivery across the Bank. • Provide training opportunities to IT staff to keep current and learn new technologies they are required to support and encourage staff to obtain certifications where appropriate. • Increase cross training on critical systems for IT staff. Initiatives: 2. Coordinate with Human Resources to set minimum technology proficiency standards and identify critical applications for new hires and apply the standards in job descriptions, requirements and evaluations. 3. Require that training for users and IT support staff is a component of the purchase of any new information technology system. Deliverables: Training Plan Expected Budgetary Cost: PHP 1,808,208 Start Date: January 4, 2013 March 15, 2013 Completion Date: Responsible TL: Bong Tiamzon Staff Resource: IT Department Heads Dependencies: Approved Training Budget02/25/13
  8. 8. IT Strategic Goals, Objectives and InitiativesGOAL No.3 Secure & Reliable IT Infrastructure Defining and operating the Infrastructure and underlying architecture for long-term IT support of CSBGoal Details: business capabilities. Implement adequate system, tools and infrastructure to be truly outcome-driven, customer-focused,Objective A: employee-enabled, accountable, efficient, and transparent. 1. Implement tools and best practices that make routine tasks such as server administration, network troubleshooting less time consuming and burdensome. 2. Continue improvement of branches links through load balancing and redundancy (secondary service provider or digital radio link whenever possible). 3. Monitor technology evolution to cost effectively improve network throughput to branches. 4. Enhance network management pro-active support capability by implementing an enterprise NetworkInitiatives: Management System. 5. Reduce network infrastructure costs and improved network throughput by participating in the Group’s Network Rationalization initiative (AEV). 6. Reduce regional voice communication costs by routing regional phone calls over existing data networks via Voice over IP technology. 7. Institute a capacity management program to better address server and storage requirements. Implementation of Network and Server Monitoring Tools, Branches Links Redundancy, Network RedesignDeliverables: and Upgrade, Network Rationalization, VOIP Implementation (HO Telephone System), Demand and Capacity Management Plan02/25/13
  9. 9. IT Strategic Goals, Objectives and Initiatives Implementation of Network and Server N/A (Freeware) January 22,2013 January 29,2013 Monitoring PHP 120,000 (one- Branches Links Contract signing to time cost) Redundancy (existing Started be completed within PHP 60,000 branches) January 2013 (recurring cost) H.O. – April 30, 2013 Network Redesign PHP 4,754,000 February 1, 2013 Branches – June and Upgrade 29,2013 Network N/A Started (with AEV) Expected continuingBudgetary Rationalization Start Date: CompletionCost: VOIP Implementation H.O. – May 31, 2013 Date: (HO Telephone PHP 2,480,200 March 1, 2013 Branches – July System) 31,2013 Demand and Capacity N/A January 8, 2013 February 15,2013 Management Plan Finacle Production PHP 6,000,000 Jan 3, 2013 Jan 6, 2013 (Done) Server Upgrade Finacle DR Server PHP 2,500,000 June 1, 2013 July 31, 2013 Upgrade Storage and Backup PHP 1,485,000 August 1, 2013 August 31, 2013 Solution Infrastructure Management Team, Technology Operations Head (forResponsible TL: Staff Resource: Network Administrator (additional hiring)/Nilo Singcol manpower)Dependencies: Approved CAPEX, Hiring of Technology Operations Manager and Network Administrator02/25/13
  10. 10. IT Strategic Goals, Objectives and Initiatives GOAL No.3 Secure & Reliable IT Infrastructure Defining and operating the Infrastructure and underlying architecture for long-term IT support of CSB Goal Details: business capabilities. Recognize technology and security trends, and position CSB to benefit from the evaluation of emerging Objective B: technology and the implementation of proven technology solutions. 1. Identify opportunities to improve service levels through hardware and data redundancy. Initiatives: 2. Preserve and enhance the network infrastructure through an ongoing commitment to upgrade, extend and diversify its capabilities and support. Deliverables: Network Redesign and Upgrade H.O. – April 30, 2013 February 1, Expected Budgetary Cost: PHP 4,754,000 Start Date: Branches – June 2013 Completion Date: 29,2013 Technology Operations Head (for Staff Infrastructure Management Team, Network Responsible TL: hiring)/Nilo Singcol Resource: Administrator (additional manpower) Dependencies: Approved CAPEX, Hiring of Technology Operations Manager and Network Administrator02/25/13
  11. 11. IT Strategic Goals, Objectives and InitiativesGOAL No.3 Secure & Reliable IT Infrastructure Defining and operating the Infrastructure and underlying architecture for long-term IT support of CSBGoal Details: business capabilities. Leverage on the Group’s entire IT investments through group-wide coordination on ITObjective C: investments/initiatives and the possibility of consolidation of IT systems and services 1. Work with the group IT (AEV-CSD) to identify opportunity areas for IT shared services / strategic sourcing initiatives. 2. Achieve Data Center Consolidation – Corporate Initiative (AEV). Upon completion of the data centers’ co-location, the CSB will be moving in the direction of virtualization and then establishing commonInitiatives: computing services as a unified enterprise strategy (AEV). 3. Continue to look at opportunities for reducing the number of technology environments. 4. Establish Disaster Recovery Capabilities - Creation of a more efficient IT environment that includes additional disaster recovery capability. Identify other major core applications/components that need to be replicated to the off-site/DR facility.Deliverables: Out-sourcing Plan, Storage and Backup Solution, DRP Out-sourcing Plan N/A Feb 1, 2013 Feb 28, 2013Budgetary Storage and Expected Completion PHP 1,485,000 Start Date: August 1, 2013 August 31, 2013Cost: Backup Solution Date: DRP N/A part of BCP part of BCP Out-sourcing Plan Bong Tiamzon IT Department Heads Storage andResponsible TL: Technology Operations Head (for Staff Resource: Infrastructure Management Team, Network Backup Solution, hiring)/Nilo Singcol Administrator (additional manpower) DRPDependencies: BCP, Approved CAPEX, Hiring of Technology Operations Manager and Network Administrator02/25/13
  12. 12. IT Strategic Goals, Objectives and InitiativesGOAL No.4 Effective and Efficient Management of Desktop Hardware and ApplicationsGoal Details: Managing desktop hardware and applications to ensure effective and efficient support of business goals. Efficient management of desktop hardware and applications from acquisition, setup and installation, end userObjective A: operation, to administration and support. 1. Continue to develop and fund a model for the availability of consistent, up-to-date technology and an “acquire, retire, and upgrade” cycle for computers, software, and other information technology. 2. Implement a PC and peripherals replacement program where Bank PCs and related hardware are replaced on a recurring basis. Assume a PC/Desktop life cycle of four years. Replace printers during theInitiatives: five to seven year period. Acquire work group or departmental printers wherever possible. 3. Continue to acquire Windows Operating system and Microsoft Office Professional for each PC/Desktop. 4. Institute a formal software licensing tracking program. 5. Recommend and implement use of PC/Desktop remote management tools. 6. Implement a physical IT and software asset inventory methodology. Desktop Replacement Plan, Software Licensing Tracking System, Desktop Remote Management System, ITDeliverables: Inventory System Desktop N/A January 15, 2013 February 15, 2013 Replacement Plan Software Licensing Tracking N/A January 22, 2013 March 15, 2013Budgetary Cost: System Expected Start Date: Desktop Remote Completion Date: Management N/A (Freeware) February 19, 2013 March 19,2013 System IT Inventory N/A January 22, 2013 March 15, 2013 System Rose Ygona (Records Management), TechResponsible TL: Butch Solon Staff Resource: Support TeamDependencies: None 02/25/13
  13. 13. IT Strategic Goals, Objectives and InitiativesGOAL No.4 Effective and Efficient Management of Desktop Hardware and ApplicationsGoal Details: Managing desktop hardware and applications to ensure effective and efficient support of business goals.Objective B: Timely updates of essential desktop tools Continually monitor the vendor marketplace in areas of desktop applications and tools that are core toInitiatives: the Banks IT environment.Deliverables: Desktop Software Inventory (Tracking List) ExpectedBudgetary Cost: N/A Start Date: January 15, 2013 February 15, 2013 Completion Date:Responsible TL: Butch Solon Staff Resource: Technical Support TeamDependencies: None02/25/13
  14. 14. IT Strategic Goals, Objectives and Initiatives Management of Software Development Efforts for an Effective and Efficient Support of BusinessGOAL No.5 Processes and Service DeliveryGoal Details: Effective and efficient delivery of application solutions following best practices and standards Recognize the potential of the new core banking system and leverage its power for an increasedObjective A: operational efficiencies and productivity. 1. Implement Finacle Phase 2 – Loans ModuleInitiatives: 2. Continuous improvement of core banking system. (Enhance the capability of support staff to handle customization support).Deliverables: Finacle Loans Module Implementation, Customization Training Finacle Loans Module USD 335,000 Started Dec. 2012 July 31, 2013Budgetary Expected Implementation Start Date:Cost: Completion Date: Customization Part of Phase 2 May 6, 2013 May 18, 2013 Training Budget Core Banking System Project ManagementResponsible TL: Bong Tiamzon/Ramil Tigley Staff Resource: Team (Core Team)Dependencies: Quality of Infosys Deliverables, Hiring of Additional User Support02/25/13
  15. 15. IT Strategic Goals, Objectives and Initiatives Management of Software Development Efforts for an Effective and Efficient Support ofGOAL No.5 Business Processes and Service DeliveryGoal Details: Effective and efficient delivery of application solutions following best practices and standardsObjective B: Appropriately manage project risks in IT initiatives involving large and complex projects. 1. Ensure that effective project management methods/framework, including risk managementInitiatives: activities, are followed on all IT projects. 2. Comply with the policy and procedure on project Risk rating.Deliverables: Adopting Best Practices Framework for Project Management ExpectedBudgetary Cost: N/A Start Date: Continuing Continuing Completion Date: Application Development and MaintenanceResponsible TL: Ramil Tigley Staff Resource: TeamDependencies: ISMS Policies and Procedures02/25/13
  16. 16. IT Strategic Goals, Objectives and Initiatives Management of Software Development Efforts for an Effective and Efficient Support of BusinessGOAL No.5 Processes and Service DeliveryGoal Details: Effective and efficient delivery of application solutions following best practices and standardsObjective C: Improve business process automation 1. Create CSB e-Community (a one stop shop for information portal) - Internal/External/RegulatoryInitiatives: reports, Branch/Employee directory, Policies/Procedures, etc. 2. Support to other business requirements (Central Clearing, Bills Payment, Asset Management)Deliverables: e-Community portal, Bills Payment Facility, Central Clearing System, Asset Management System e-Community In-houseBudgetary Cost: Started (2012) December 29, 2013 portal development Dependent on Business Bills Payment In-houseBudgetary Cost: Started (2012) requirement/target Facility development Expected date Start Date: Central Clearing Completion Date:Budgetary Cost: PHP 9,149,750 Started (2012) August 15, 2013 System Asset In-houseBudgetary Cost: Management January 21, 2013 April 15, 2013 development System Application Development and MaintenanceResponsible TL: Ramil Tigley Staff Resource: Team, User Support and QA TeamDependencies: Hiring of additional developer, Loans successful implementation02/25/13
  17. 17. IT Strategic Goals, Objectives and InitiativesGOAL No.6 Efficient User Support and Quality Assurance Establish an IT support model that satisfies the diverse needs of the Bank and provide an accurate, valid,Goal Details: real time IT systems that support the business functionsObjective A: Improve User Support Best Practices 1. Develop service level agreements with end-users and departments. 2. Provide enhanced Incident and Problem management by implementing an IT helpdesk system. 3. Establish a feedback mechanism through a periodic Customer Service satisfaction survey. 4. Implement a formal approach to IT performance management. It includes collaboration between IT and business units to define specific IT performance targets and develop a process for measuring andInitiatives: regularly reporting on IT service. 5. Formalize IT service desk processes and procedures (on top of what is included in ISMS). 6. Implement methodologies to improve first call resolution. 7. Peer to Peer coaching within and among user support staff to ensure that support is provided in a consistent manner to all IT customers.Deliverables: Service Level Management Procedure, IT Helpdesk System, Customer Service satisfaction survey Service Level Management N/A Jan 8, 2013 February 23, 2013 ProcedureBudgetary IT Helpdesk Expected 2012 budget Start Date: August 1, 2012 January 31, 2013Cost: System Completion Date: Customer Service satisfaction N/A January 10, 2013 February 9, 2013 survey User Support and QA Team, IT ControlsResponsible TL: Edwin Lim Staff Resource: OfficerDependencies: SDP PO Approval02/25/13
  18. 18. IT Strategic Goals, Objectives and InitiativesGOAL No.6 Efficient User Support and Quality Assurance Establish an IT support model that satisfies the diverse needs of the Bank and provide an accurate, valid,Goal Details: real time IT systems that support the business functionsObjective B: Ensure that all applications releases are checked for quality 1. Improve the quality of Application testing by establishing a structured approach to the testing process through implementation of Test Management Tool. 2. Develop detailed application test plans, conditions, scenarios, cases and related data to attainInitiatives: quality test results and system application. 3. Establish strong collaboration with SMEs and support departments to validate that the software under testing meets the agreed requirement upon acceptance criteria.Deliverables: Application Testing Standards and Procedures ExpectedBudgetary Cost: N/A Start Date: Dec 15, 2012 January 26, 2013 Completion Date:Responsible TL: Edwin Lim Staff Resource: User Support and QA Team, IT Controls OfficerDependencies: None02/25/13
  19. 19. IT Strategic Goals, Objectives and InitiativesGOAL No.7 Effective IT Controls and StandardsGoal Details: Establish a best practice controls and standards for IT Ensure that appropriate levels of control are in place to protect the IT resources. Develop and maintainObjective A: appropriate standards, methods, controls and procedures for the use of IT and associated resources. 1. Formulate and Implement IT Policies and Procedures adopting IT Service Management Standard (lacking policies and procedures not included in ISMS) 2. Identify and establish Best Practice standards and methodologies for technical support, applicationInitiatives: development and support, database management, disaster recovery, and change management in an effort to standardize support efforts. 3. Ensure best practice change control processes are followed (ISMS).Deliverables: IT Policies and Procedures ExpectedBudgetary Cost: N/A Start Date: March 1, 2013 August 31, 2013 Completion Date: Edwin Lim/IT Controls Head (forResponsible TL: Staff Resource: IT Controls Team hiring)Dependencies: Hiring of IT Controls Officer02/25/13
  20. 20. IT Strategic Goals, Objectives and InitiativesGOAL No.7 Effective IT Controls and StandardsGoal Details: Establish a best practice controls and standards for ITObjective B: As technology evolves, update the security model to continue to protect the bank’s information resources. 1. Ensure that IT complies with the Information Security System Manual and where deviations from the policies are documented and approved where required.Initiatives: 2. Ensure all IT staff is updated at least annually on the current state of IT security and any updates to the ISMS manual. 3. Ensure any serious IT security incident is reported to the appropriate authority.Deliverables: IT Security Compliance Checklist, IT Security Design (part of Network Upgrade) IT Security Compliance N/A February 1, 2013 Feb 28, 2013Budgetary Checklist Expected Completion Start Date::Cost: N/A (part of Date: IT Security Design Network February 1, 2013 February 23, 2013 upgrade budget) Edwin Lim/IT Controls Officer (forResponsible TL: Staff Resource: IT Controls Team hiring)Dependencies: Network Upgrade, Hiring of IT Controls Officer02/25/13

×