This document discusses IT funding concepts at Penn State University. It notes that Penn State has an annual operating budget of $4.3 billion across 24 locations and 85,000 students. Approximately $250 million, or 6% of the operating budget, is associated with IT spending. The document discusses concepts of funding IT services through identifying new funds sources like tuition, fees, or allocating existing resources more efficiently. It argues that funding approaches should influence behaviors of service consumers and providers to maximize benefits and meet institutional goals in the most efficient way. A proposed funding model at Penn State categorizes services and recommends central, shared, or unit-level funding based on the nature and use of the service.
Willowbrook School - Preliminary Investigation PresentationSarah Loftus
This presentation was created as part of my Business Analysis Requirements Gathering, Planning, and Managing capstone project. It explains to the fictional stakeholders of the project the feasibility of acquiring or creating software to help reduce administrative overload.
Addvantum used its proprietary methodology, based on designing solutions on an end-to-end basis for all of the key business processes. The project was rolled out in a phased manner to reduce the turbulence that comes as a result of change management issues.
Addvantum enabled KSAU-HS to deliver more with a solution that streamlines processes, enhances efficiency and boosts productivity in a cost-effective manner.
Energy Efficiency Ranks As Key Priority among Higher Education Facility Leaders According to New Study
• 96% view energy efficiency as important to fulfilling their school’s core mission
• Commitment to energy efficiency remains strong with 86% planning to increase or maintain investments
• Cost savings ranks as the primary factor driving energy efficiency efforts, while organizational barriers are viewed as the biggest obstacle
According to a new study commissioned by Schneider Electric and the Alliance to Save Energy, energy efficiency is recognized among U.S. higher education institutions as key to fulfilling their schools’ core mission, with almost 9 out of 10 respondents expecting to increase or maintain energy efficiency investments next year. Eighty-eight percent of respondents also agree that energy efficiency is the most cost effective way to meet their energy needs while at the same time reducing greenhouse gas emissions and cutting costs.
Willowbrook School - Preliminary Investigation PresentationSarah Loftus
This presentation was created as part of my Business Analysis Requirements Gathering, Planning, and Managing capstone project. It explains to the fictional stakeholders of the project the feasibility of acquiring or creating software to help reduce administrative overload.
Addvantum used its proprietary methodology, based on designing solutions on an end-to-end basis for all of the key business processes. The project was rolled out in a phased manner to reduce the turbulence that comes as a result of change management issues.
Addvantum enabled KSAU-HS to deliver more with a solution that streamlines processes, enhances efficiency and boosts productivity in a cost-effective manner.
Energy Efficiency Ranks As Key Priority among Higher Education Facility Leaders According to New Study
• 96% view energy efficiency as important to fulfilling their school’s core mission
• Commitment to energy efficiency remains strong with 86% planning to increase or maintain investments
• Cost savings ranks as the primary factor driving energy efficiency efforts, while organizational barriers are viewed as the biggest obstacle
According to a new study commissioned by Schneider Electric and the Alliance to Save Energy, energy efficiency is recognized among U.S. higher education institutions as key to fulfilling their schools’ core mission, with almost 9 out of 10 respondents expecting to increase or maintain energy efficiency investments next year. Eighty-eight percent of respondents also agree that energy efficiency is the most cost effective way to meet their energy needs while at the same time reducing greenhouse gas emissions and cutting costs.
Software engineering 16 systems concepts in software designVaibhav Khanna
A system is a collection of entities or things (animate or inanimate) which receives certain inputs and is constrained to act upon them to produce certain outputs, with the objective of maximizing some functions of inputs and outputs.
Lean Government is a management philosophy based on the Toyota Production System (TPS). With Lean Government, you will be able to enhance value for your customers/citizens by improving public service delivery and eliminating waste. Simply put, by becoming a Lean organization, you will be able to increase productivity and create greater customer value with less resources.
This training presentation is especially tailored for the public sector. By teaching this presentation to public sector employees, they will have a better understanding of the Lean principles and approach to eliminating waste, and will be more forthcoming to lead and participate in the Lean implementation process.
LEARNING OBJECTIVES
1. Understand the principles and key concepts of Lean Government
2. Acquire knowledge on the key Lean methods and tools and their applications to eliminate waste and create increased value for customers/citizens
3. Identify ways to develop “Kaizen eyes” to look for improvement opportunities
4. Describe the various Lean roles
OVERVIEW OF ISO 50001:2018 - Provides a systematic way of managing an organiz...RuiManataSantos
A proven tool that is specifically designed to
help any organization manage its energy
related activities and allow successful pursuit
of that organization’s energy policies and
goals.
Jonathan Lee is the director of access control & security systems at Montclair State University. He has been delivering facilities and utility technology solutions for over 20 years. Jonathan gave a workshop presentation at the 2014 BDPA Technology Conference on the topic, 'Facilities Technology - Powering the Future'. As Facilities Technology has grown in concept and practice, traditional organizational models and methods have been reworked, in order to best position companies to compete for the future. The demand for energy, bandwidth and utility services continues to drive facilities and utilities operators to work smarter and more efficiently. Facilities Technology will require an increasingly intelligent workforce in order to meet these demands, and to achieve a more sustainable future.
Deloitte Federal Technology Case Competition - Team PKSJohn Matthews
Our team presented a hybrid technology platform to a board of five Deloitte executives at a Temple University wide competition, finishing in second place overall.
People Helping People - Transforming tutoring and mentoring: how social actio...Nesta
This presentation was delivered at People Helping People - The future of public services - 3rd September 2014. For more information on the event visit http://www.nesta.org.uk/event/people-helping-people-future-public-services
Developing A Facilities Vision - Savings Summit 2013SchoolDude
Most people know the importance of Preventive Maintenance, but it can be hard to justify and hard to implement. In this session, you will learn how to justify your PM program by preventing costly mechanical failures, extending the life of your equipment, and reducing energy expenses.
Client Highlight- At Joint Commission: The Progression of a Planning & Foreca...Emtec Inc.
Solving immediate budgeting and forecasting process issues is quite daunting. Learn how one organization achieved budget, planning and forecasting excellence with a phased-in step by step process that lead to success throughout the entire organization.
Software engineering 16 systems concepts in software designVaibhav Khanna
A system is a collection of entities or things (animate or inanimate) which receives certain inputs and is constrained to act upon them to produce certain outputs, with the objective of maximizing some functions of inputs and outputs.
Lean Government is a management philosophy based on the Toyota Production System (TPS). With Lean Government, you will be able to enhance value for your customers/citizens by improving public service delivery and eliminating waste. Simply put, by becoming a Lean organization, you will be able to increase productivity and create greater customer value with less resources.
This training presentation is especially tailored for the public sector. By teaching this presentation to public sector employees, they will have a better understanding of the Lean principles and approach to eliminating waste, and will be more forthcoming to lead and participate in the Lean implementation process.
LEARNING OBJECTIVES
1. Understand the principles and key concepts of Lean Government
2. Acquire knowledge on the key Lean methods and tools and their applications to eliminate waste and create increased value for customers/citizens
3. Identify ways to develop “Kaizen eyes” to look for improvement opportunities
4. Describe the various Lean roles
OVERVIEW OF ISO 50001:2018 - Provides a systematic way of managing an organiz...RuiManataSantos
A proven tool that is specifically designed to
help any organization manage its energy
related activities and allow successful pursuit
of that organization’s energy policies and
goals.
Jonathan Lee is the director of access control & security systems at Montclair State University. He has been delivering facilities and utility technology solutions for over 20 years. Jonathan gave a workshop presentation at the 2014 BDPA Technology Conference on the topic, 'Facilities Technology - Powering the Future'. As Facilities Technology has grown in concept and practice, traditional organizational models and methods have been reworked, in order to best position companies to compete for the future. The demand for energy, bandwidth and utility services continues to drive facilities and utilities operators to work smarter and more efficiently. Facilities Technology will require an increasingly intelligent workforce in order to meet these demands, and to achieve a more sustainable future.
Deloitte Federal Technology Case Competition - Team PKSJohn Matthews
Our team presented a hybrid technology platform to a board of five Deloitte executives at a Temple University wide competition, finishing in second place overall.
People Helping People - Transforming tutoring and mentoring: how social actio...Nesta
This presentation was delivered at People Helping People - The future of public services - 3rd September 2014. For more information on the event visit http://www.nesta.org.uk/event/people-helping-people-future-public-services
Developing A Facilities Vision - Savings Summit 2013SchoolDude
Most people know the importance of Preventive Maintenance, but it can be hard to justify and hard to implement. In this session, you will learn how to justify your PM program by preventing costly mechanical failures, extending the life of your equipment, and reducing energy expenses.
Client Highlight- At Joint Commission: The Progression of a Planning & Foreca...Emtec Inc.
Solving immediate budgeting and forecasting process issues is quite daunting. Learn how one organization achieved budget, planning and forecasting excellence with a phased-in step by step process that lead to success throughout the entire organization.
Tensions in collaboration in a changing landscapeJisc
The Theme 1 keynote: tensions in collaboration in a changing landscape is given by Bill Rammell, Deputy Vice-Chancellor, Plymouth University. Facilitated by Neil Witt (Plymouth University).
Jisc conference 2011
Another common pitfall we see is the treatment of blended learning as a standalone education program instead of integrated into the costs associated with day-to-day instruction.
Assessing cost trade offs within the ongoing instructional budget will allow blended learning to be both scalable and sustainable.
6. IT SPEND AT PENN STATE
6
• IT Assessment – 2010
~$250 million associated with IT Spend or ~6% of
the Operating Budget
ITS
33%
Budget
Admin
67%
7. FUNDING IT – CONCEPTS
7
• Funding IT services is NOT about identifying
new funds
Tuition
Student IT Fee
Technology Access Fee
Other
• ONE UNIVERSITY!
Working towards a common mission
o Education
o Research
o Outreach
8. FUNDING IT – CONCEPTS
8
• Funding IT services is about efficiently
allocating a limited resource
• Influencing behaviors
Informed Decisions
IT Service Consumer
IT Service Provider
10. 10
+ Economies of Scale
+ Research/Resources
– Slow to respond to changes
in demand
– Requires strong governance
to be effective and efficient
ECONOMICS - MONOPOLIES
11. 11
+ Drives Innovation
+ Responsive to changes in demand
– Duplication of effort/resources
– Needs to be truly “open” to be efficient
ECONOMICS - COMPETITION
15. 15
Funding IT is about influencing the behaviors of
the service consumer and service providers
which best serves the institution.
• Efficient resource allocation and use
• Maximize benefits and impact to meeting
business requirements of institution
RELEVANT TO IT FUNDING – HOW?
16. 16
FUNDING APPROACH
Behavior Funding Characteristic Efficiency
Driver
No Consumer Choice
• IT services that everyone is
required to use
Service Provider Monopoly Governance
Consumer Choice
• IT services that units choose
to use must be paid for or
cost shared with the units
Service Consumer Competitive Market
Place
17. 17
APPROACH TO HOW TO FUND IT
Compliance/ Life
Safety/ Risk
No Consumer
Choice
Centrally Fund
Service Provider
Core/Enterprise
Service
Potential
Consumer
Choice
Shared Funding
– Central & Unit
Competitive/
Differentiated
Service
Consumer
Choice
Consumer/ Unit
Funded
18. 18
PROPOSED @ PENN STATE
Type of Service Target Behavior Optimal Funding Examples
•Compliance
•Life Safety
•Risk Mitigation
•Near Complete
Adoption
•No variability due to
differential priorities
•Centrally Funded •Payroll/Financial
•Video Surveillance
•Student Systems
•Core-Service
•Substantial Adoption
•Disincentive to
duplicate service
•Leverage Economies
of Scale
•Centrally Funded
•Technology Fees
•All units participate
regardless of
usage
•Wireless Networks
•Voice
•E-Mail
•Storage
•Server Hosting
•Data Center
•Differentiated
Service
•Meet specific and
unique business needs
•Options spur
innovation
•Funding provided
to unit for
discretionary
decisions
•Department
specific software
•Edge networking &
computing
19. OTHER CONSIDERATIONS
• Optimize the effective and appropriate use of
IT funding sources
Develop a common set of principles for all budget
executives to use for IT funding and costing
decisions
• Effective IT Governance is critical
A governance board without budgetary authority
is just an advisor board.
19
20. 20
SERVICE PROPOSAL
Project Name:
Person Submitting
Proposal:
Sponsors:
Stakeholders
Project Category ( ) Enterprise System
( ) Instructional Technology
( ) IT Service
( ) Research
Technology
( ) University
Services
Mission Critical ( ) Provides Competitive
Advantage
( ) Prevents Competitive
Disadvantage
( ) Address compromised operational
efficiency or customer dissatisfaction
( ) Provides significant incremental
revenue or cost savings to the
University
Nature of Project ( ) Renovation
/Enhancement of existing
system/process/asset
( ) Replacement of existing
system/process/asset
( ) Initiation of new system/process/asset
Core Mission ( ) Academic/Student ( ) Research
( ) Other
( ) Service
( ) None
21. 21
SERVICE PROPOSAL
University Strategic
Goals
( ) Enhance Student
Success
( ) Advance Academic
Excellence
( ) Global University
( ) Access/Affordability &
Diversity
( ) Serve Commonwealth
and Beyond
( ) Control Costs
& Generate
Efficiencies
Compliance ( ) Internal Mandate ( ) External Mandate ( ) No Mandate
Business Need &
Project Goals
Consequences if
Not Funded
Sectors of University
Impacted
Benefits
Risks
Budget
Requirements
Personnel
Requirements
22. 22
Year 1 Year 2 Year 3 Year 4 Year 5
1.0 Research, Development, Test and Evaluation
1.01 Development Engineering
1.01.1 In-House Labor
1.01.2 Vendor/Contract Labor
1.02 Development Equipment
1.02.1 Hardware
1.02.2 Software/Application
1.02.2.1 COTS/Vendor
1.02.2.2 In-House Labor (Mod/Change)
1.03 System Engineering/Program Management
1.03.1 Labor
1.03.2 Systems
1.04 System Test and Evaluation
1.04.1 Labor
1.04.2 Systems
1.05 Development Facilities & Infrastructure
1.06 Training
1.07 Other RDT&E
23. 23
Year 1 Year 2 Year 3 Year 4 Year 5
2.0 Production Procurement & Implementation
2.01 System Engineering/Program Management
2.01.1 In-House Labor
2.01.2 Systems
2.02 System Changes/Modifications
2.02.1 In-House Labor
2.02.2 Vendor/Contract Labor
2.03 Production Equipment
2.03.1 Hardware
2.03.2 Software/Application
2.03.2.1 COTS/Vendor
2.03.2.2
In-House Labor
(Mod/Change)
2.04 System Test and Evaluation (Production)
2.04.1 Labor
2.04.2 Systems
2.05 Facilities & Infrastructure
2.06 Training
2.07 Activation/Implementation
2.08 Other Procurement & Implementation
24. 24
Year 1 Year 2 Year 3 Year 4 Year 5
3.0 Operations, Maintenance & Support (OMS)
3.01 System Engineering/Program Management
3.01.1 In-House Labor
3.01.2 Systems
3.02 System Maintenance & Operations
3.02.1 In-House Labor
3.02.2 Vendor/Contract Labor
3.03 Production Equipment
3.03.1 Hardware Maintenance
3.03.1.1Spare
3.03.1.2Maintenace Spt/Contracts
3.03.2 Software/Application Maintenance
3.03.2.1COTS/Vendor
3.03.2.2In-House Labor (Mod/Change)
3.04 Facilities & Infrastructure
3.05 Training
3.06 Other OMS
25. 25
• Monopolistic => Fund the Service Provider
• Competitive => Fund the Service Consumer
FUND IT BASED ON DESIRED OUTCOME