Jon A Cohn - CTO / VP / Sr Director - joncohn@comcast.net

You run your business…..we’ll worry about the technology.®
© 2011 CTN Solutions, Inc. All rights reserved. | Certified. Specialized. 24x7x365 Strategic IT Management
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Augment and Manage IT Skills
for a Competitive Advantage:
SharePoint – Prescription for Success
Jon A Cohn

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Today’s Presenters
Jim Combs
Founder & President, JPC Partners
Jon Cohn
Solutions Practice Director, JPC Partners
Chuck Virtu
Virtual CTO, CTN Solutions

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60-Minute Agenda
• Overview of CTN
• Overview of JPC
• Industry Specializations &
Core Competencies
• Recurring Customer Pain
• Client Service Offering
Types
• Reasons for use of
specialized IT partners
• Partner and Service
Selection
• Practical Examples
• Plan and Manage for
Success
• Common Pitfalls
• JPC Differentiators
• Questions & Answers

4
Overview of CTN
• Strategic IT services provider since 1996
• Full team of certified, specialized IT experts
• Complete managed solution for operations:
– Full suite of managed services: network infrastructure,
security, data backup
– Deployed at client-site or hosted at CTN secured data center
– Reduces IT total cost of ownership
– Ensures IT environment functionality, availability,
performance
• Proactive approach/preventative
maintenance reduces business risk

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Overview of JPC Partners, LLC
• Founded in 2004
• 30+ years of industry / IT experience
• Technical consulting & validation of IT systems
• Technical quality assurance & IT professionals
• Niche: Pharmaceutical, Services & Technology

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Industry Specializations
• Healthcare, Pharma/Regulated Industries
• Financial Services
• Insurance
• Variety of Service-Oriented and Professional

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Core Competencies
• Document & Web Content Management
• Enterprise Integration, SAAS, SOA
• BI, Data Warehouse/ETL
• Custom Apps, Configuration, Systems Dev
• Portal Technologies, Community and Social
Networking Platforms
• Strategic, Advisory and Support Services

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Recurring Customer Pain
As a client solution focused organization, we see some
recurring themes. These include:
• Lack Definition with incomplete requirements, project
plans, or scope
• Lack of available, qualified internal resources
• Critical gap in skill sets to meet expedited project
timeframes
• No proven track record with specific project type or size
• Process issues – such as lack of specialized Q/A,
traceability, objectives

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Benefits
• Full service scope with Broadest coverage capabilities
– CTN partnership facilitates our Infrastructure as well as Application Solution
+ Support at both levels
• Vast base of required Industry and Technology skills
• Broad engagement support types
– Provide skilled, experienced and specialized resources in a variety of
engagement capacities to best meet client need
• Flexible over time for customers’ changing needs
Given these benefits from what we do, a little bit on why we
do it..

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Why to use Specialized IT Partners
• Drive Improved quality > which Decreases total
cost of ownership
• Help proactively mitigate risk through prior
experience
• Provide a “Fresh perspective” for solution
alternatives
• Decrease time to market and speed ROI
• Increase solution benefits/efficiency realization
• Fully leverage technology/product features

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Selection Drivers and Pre-Requsites
• Prerequisites: Project definition
• Service / Engagement Type Drivers
• Services Type Requirements Mapping
• Additional drivers and considerations

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Project Definition
• Stakeholders identified?
• Specific goals and scope?
• Success criteria?
• Needs evaluated and prioritized?
• Project business drivers?
• Translation of drivers into functional
requirements?
• Functional solution options / tradeoff?
• Relative maturity of this effort?

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Primary Service Type Selection
Primary service type selection criteria should be
driven by elements of any scoped effort.
• Strategic importance
• Operational criticality

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Service Type Requirement Mapping
Drivers to approach the service type selection
1. Managed Service Solution /
SaaS with high SLA
2. Outsourced / Co-sourced
<< Influence/drive/assure quality, but not core
competency or key differentiator justifying
investment in retention of expertise >>
1. Staff Augmentation or Co-Sourced
Solution
2. Outsourced solution to a
specialized supplier with internal
operations transition
<<This quadrant represents core competencies to the
organization and be more tightly controlled by the
organization >>
1. Potentially Eliminate
2. Managed Service
3. Outsource
<< Depends on situation. Possibly a managed service
solution, outsource, perform manually or eliminate
>>
1. Outsource Solution with Managed
Service Support
2. Managed Service
3. Possible Value Chain Outsource
<< The successful and quality execution / outcome is critical to
daily operation, but the specific way it is performed is less
important>>
HighLow
High
Strategic
Importance
Operational CriticalityLow

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Added Considerations or Drivers
• Rapid time-to-market
• Budget limitations / type of spend
• Customer interaction levels / SME required
• Functional robustness / extensibility
• Technical scalability / unsupportable internal
requirements
• Specific credential / requirements for compliance, etc.
• Build vs. Buy (with or without integration)
• Qualified internal or external expertise is unavailable
• Complexity of the effort
• Security requirements or constraints

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Practical Examples
Service type and associated Partner selection for a
given situation is key to long term success.
To best illustrate these concepts in context, two
sample business cases will be reviewed. The key roles,
project deliverables and solution approach specific to
each business case will be overviewed to depict the
decision criteria and approach selection.

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Financial Services - Contract Management– Example 1
• Business Problem – scenario 1
– Financial services client needs a contract management, publishing
and distribution solution for a limited number of users in legal
department
– Currently, customer is running into liability issues due to inability
to identify and track references and overrides to related legal and
financial documents that place them in violation of agreements
– Issue is of medium / large strategic importance but relatively low
operational impacts with a minimal to moderate risk of some
future impact
• Other considerations
– Limited user base and usage needs precludes justification for
large capital investment required in hardware, software
– Sizable effort in resource hours to scan, review and verify tagging
of priority historical documents results in high current TCO

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Key Roles:
• Project Manager [1/3 dedicated]
• Business / Information Architect [B/A and Q/A]
• Senior Sharepoint Architect / Technical Architect
• Internal SME (Subject Matter Expert)
* External, existing shared infrastructure architecture due to relatively low volume of this and another product used and the
site and space provisioning is included with hosting and setup. No additional, dedicated infrastructure resources are required
for the project.
Key Deliverables:
• Project Plan
• Risk Management Plan
• Functional Requirements Specification (models and textual)
– Map and gap approach
• Screen / Custom Form Prototypes
• Technical Specifications (workflow and data integration – for integrated security credentials)
• Validated Test Scripts
Approximate time to market:
• Initial production release in 6-7 weeks
• Subsequent functional and feature enhancements bi-weekly for following 6 weeks to fully featured
solution

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Given the criteria, and functional requirements a managed service solution is the best
fit for this scenario based on strategic, operational as well as cost/resource efficiency*
1.Managed Service
Solution / SaaS
with high SLA
2.Outsourced / Co-
sourced
1. Staff Augmentation or Co-
Sourced Solution
2. Outsourced solution to a
specialized supplier with
internal operations transition
2. Managed Service
3. Outsource
Service Support
2. Managed Service
HighLow
High
Strategic
Importance
Operational Criticality
Low

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Key Roles and Deliverables – Example 1
Typical Managed Service Solution
Resource Coverage
0%
20%
40%
60%
80%
100%
Proj Mgt
Business Arch
Functional SolnTechnical Soln
Maintainence
JPC
Client

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Collection Agency – Enterprise Search – Example 2
• Business Problem – scenario 2
– A collections agency client needs an Enterprise Search solution inclusive
of collaboration features to support numerous data sources and formats
that come in from multiple clients
– Currently, customer is experiencing substantial operational
inefficiencies due to disparate, unmanaged data and will often create in
excess of 5 cases for the same client liability
– Issue is of high strategic importance and has high operational impacts
including fines associated with incorrect debtor bankruptcy filing status
• Other considerations
– The solution must support the Enterprise (400-500 concurrent users)
– Rapid time to market of some features is critical and others can be
phased in
– This firm has grown by at least 30% each year for the past three years
and predicts a similar pace for the next 3 years.
• As a result, scalable architecture and extensibility is important

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Key Roles [18 Roles, 34-36 resources]:
• Program Manager
• Scrum Master(s) – multiple concurrent project tracks
• Business Requirements Analyst(s)
• Usability Analyst / UI Engineer
• Senior Sharepoint Architect(s)
• .Net Application Architect /Designer
• Sharepoint Developer(s)
• .Net Developer
• Sharepoint Administrator
• Senior Systems (Infra) Architect
• Infrastructure Engineer
• Network (WAN/Router) engineer
• Database Designer/Developer
• Release/Configuration Manager
• Q/A Lead
• Q/A Analysts
• Trainer(s)
• Internal SMEs

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Key Roles and Deliverables – Example 2
Key Deliverables:
• Project Plan / WBS
• Functional Requirements Specification (models and textual)
– Map and gap approach
– Use cases for primary / significant activities
– Sequence Diagrams for custom workflows
• Technical Applications Specifications
• Capacity plan
• System Architecture Design
• Infrastructure Specifications
• Development/Test/Production Environments
• Data Model (for extensions / custom components)
• Risk Management Plan
• Custom Master Page(s)/Page Layouts/Site Templates
• Sharepoint Architecture Design
– Site hierarchy(s)
– Information Architecture [Columns and content types]
• Sharepoint custom lists and libraries
• Sharepoint workflows
• Custom web parts / user controls
• Configuration / implementation of other relevant Sharepoint features
• Operations Manual
• Deployment guide and packaging
• Q/A Plan / approach
• Training Materials
• Validated Test Cases/Scripts

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Time to Market:
• Production Release 1: 3 months, 2 weeks
– All requirements and design documentation related to the release
– Procure and deploy development and production Infrastructure Environments
– Software Platform deployment and configuration
– Solution Architecture Implementation
– Sharepoint Information & Site Architecture
– Custom Master Page and Page Layouts
– Base set (prioritized) set of Release 1.0 Sharepoint features
– Base set (prioritized) set of Release 1.0 custom features
– Q/A Plan
– Test Cases
– Release notes
• Subsequent feature releases monthly for 4 months
• User feedback captured and analyzed over subsequent 2 months
• Usability and feature enhancement release 1 ½ months later

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Given the criteria, and functional requirements a managed service solution is the best
fit for this scenario based on strategic, operational as well as cost/resource efficiency*
1. Managed Service
Solution / SaaS with high
SLA
2. Outsourced / Co-sourced
1.Staff Augmentation or
Co-Sourced Solution
2.Outsourced solution to
a specialized supplier
with internal operations
transition
2. Managed Service
3. Outsource
Service Support
2. Managed Service
HighLow
High
Strategic
Importance
Operational Criticality
Low

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Medium sized, Co-Sourced Enterprise Solution
Resource Coverage
0%
20%
40%
60%
80%
100%
Proj Mgt
Business Arch
Usability Reqs
Functional Soln
Sharepoint
Design
.Net / custom
extensions
Q/A
Network
Engineering
Infrastructure
Release
Management
Training
Maintainence
JPC
Client

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Common Pitfalls
1. Incomplete scope or scope lacking detail
2. Mistaking business (user) requirements for functional requirements /
specifications
3. Lack of clear project owner / champion
4. Deliverables and/or milestones are not clear or tracked
5. Approaching all projects using the same methodology rather than one that is
situation appropriate
6. Missing key roles on a project team due to planning errors or unknown
requirements
7. Loose management of a change process to requirements, specs, scope, time or
other
8. Selecting partner based on existing relationship rather than mapping capabilities
to short and longer term needs

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JPC Differentiators
• True partnering approach with clients
• Broad-base of Solutions Delivery options
• Solutions address all strategic drivers
• Business/Industry specific as well as
technology expertise

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Wrap up
JPC Partners, LLC Personal Consultation
Jim Combs, Founder
Phone: 610-543-6469 x 110
Email: jim_combs@jpcpartners.com
Learn More
Web: www.jpcpartners.com

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Wrap up
CTN On-site Assessment
Chuck Virtu, Account Manager
Phone: 610-828-5500
Email: cvirtu@ctnsolutions.com
Learn More
Web: www.ctnsolutions.com/solutions/netcare

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Thank you!

Jon A Cohn - CTO / VP / Sr Director - joncohn@comcast.net

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