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HomeMy WebLinkAboutReg 2015-08-17 Item 2B - Presentation - Technology Services Strategic PlanCity of Tukwila Jim Haggerton, Mayor TO: City of Tukwila Councilmembers FROM: Mary Miotke, Technology Services Director DATE: August 17, 2015 SUBJECT: Technology Services Update & Strategic Plan Summary Presentation MEMO This presentation will update the City Council on Technology Services' (TS) operational and strategic direction. After a comprehensive analysis, Technology Services has developed both an Operational Overview and Strategic Plan that: 1) clarifies all TS services, 2) establishes performance measures, 3) identifies major internal /external issues & challenges re: evolving Citywide technology needs & service delivery factors, 4) long -term goals, 5) major technology initiatives, and 6) planned operational refinements. Full copies of the Technology Services Operational Overview and Strategic Plan documents were previously provided to Councilmembers. A Strategic Plan summary document, which includes planned operational improvements identified during the Operational Overview analysis, has been included in this agenda packet. Specific components in the presentation will include: • Introduction of TS staff and consultant John Luthy, Futures Corporation • Timeline of analytical, operative and strategic planning efforts to -date • Summary of Technology Services Operational Overview • Summary of Technology Services Strategic Plan • Technology Council purpose and charter • Technology Team formation • Next steps: City -wide Technology Master Plan ATTACHMENTS Strategic Plan Summary document Technology Council Charter Technology Services Department City of Tukwila August 17, 2015 The Technology Services Strategic Plan provides an overview of the most important issues and challenges, long -term goals and actions/ strategies identified during over six months of investigation and analysis. This summary includes the following key elements: • Key Priorities /Focus Areas requiring priority emphasis over the next three to five years • Planned Operational Improvements identified during the analysis process • Major Strategic Initiatives to be addressed over the next several years Key Priorities /Focus Areas Over the next three to five years, the Technology Services Department will focus on six critical areas: City Department Operating Efficiency — The Technology Services strategic plan has one central theme: to continually improve the City's overall operating efficiency, effectiveness, quality and general productivity through the application of technology. While technology is not a panacea, it is the most centralized tool for improving the operation of City government. Virtually every issue and associated goal, if properly addressed, will improve these four interrelated areas while reducing operating costs. 2. Server Virtualization - Migrate the City from numerous stand -alone servers that require significant maintenance, constant monitoring, intervention and upgrading to three to five scalable servers that have upgradable capacity with the capability to serve all City departments. 3. Policy /Protocol Standards —The Technology Services department will devote resources to compiling all current voice /data /Wi -Fi /mobility SOP's and guidelines into a comprehensive document that integrates all elements. It will also collaborate with the Technology Council to create realistic new policies and protocols to guide this element of City government operations. Once done, for the first time the City will have a complete document to plan, evaluate, and develop its overall Technology Services capability in a manner that continually improves service to the public. 4. Wi -Fi and Mobility System Development - Due to the ubiquitous nature of Wi -Fi and the positive impact mobile devices have on productivity, efficiency and the ability to respond, the Technology Services Department will make every effort to continue system modernization and refinements. 11 Page 3 Technology Services Department City of Tukwila August 17, 2015 5. Disaster Recovery Planning - Even though voice and data communication is ubiquitous and vital to every City department, the Technology Services Department has not fully participated in disaster recovery planning efforts. The Department will request continued involvement and will collaborate with all departments to develop a voice /data system disaster recovery plan that integrates into the City's emergency response plan. 6. Improved Customer Experience and Expectations — In a collaborative effort with its customers, the Technology Services Department will strive to improve the users experience with the use of technology to empower all staff to become as efficient and proficient as possible when serving the citizens of Tukwila. 21 Page n Technology Services Department City of Tukwila August 17, 2015 Planned Operational Improvements Operational improvements in the following Core Service Areas were identified during the analysis and planning process. Work has already begun on many of the items listed. A. Core Service: Technology Service Center • Develop and implement Service Level Agreements with baselines. • Evaluate systems and processes for documenting, managing and reporting on incidents and service requests to ensure work efforts are focused on areas that maximize productivity. • Upgrade development tools and Microsoft framework systems to maintain compliance with vendor supported versions. • Increase accuracy and amount of technology asset information available to ensure the most cost effective and efficient use of hardware, software and network resources. • Develop and implement new conference room equipment standards to reduce the cost of maintenance and repair. • Upgrade systems to maintain compliance with vendor - supported versions. • Evaluate current email system configuration and make appropriate changes to ensure environment is cost - effective and efficient. B. Core Service: Business Analysis / Project Management Services • Develop and implement Technology Services Relationship Management as a service within the technology department and build required trust for this service to City Administration, Department Directors, and business owners within the City departments. • Develop and implement schedule templates to streamline and standardize project implementation. • Use project metrics for improved project performance. • Implement technology governance through a technology council to better achieve City goals and advance the management of technology resources. C. Core Service: Technology Application Services • Create software product management policies and procedures for the acquisition, management and support of COTS software products. • Create database administration policies and procedures for the development, support and management of database environments. • Conduct an annual inventory of software products to identify all products in use and to assess their compatibility with current and future architectural standards. • Create product roadmaps for all critical software products to keep abreast of vendor product roadmaps which identify new versions, new features and when products are being retired. • Identify funding source for COTS software product upgrades and replacements. 31 Page 5 Technology Services Department City of Tukwila August 17, 2015 D. Core Service: Technology Infrastructure Services • Reduce costs of cabling and reduce recovery time on server systems by increasing use of new technology. • Reduce costs per server by increasing percent of servers running on virtual hosts. • Increase the use of automation to increase productivity and reduce costs. • Develop Infrastructure as a service for servers and storage and set service levels with customers. • Introduce improved operating efficiency by expanding wireless coverage to all wired City building locations. • Improve call manager performance by upgrading hardware and application to latest version. • Increase cross training for all staff members on common voice and network equipment as new voice and network systems are added into production. E. Core Service: Information Security Services • Develop a standards -based security management plan. • Publish security policies and, where appropriate, standards and processes. • Develop and implement a formal Security Awareness Program. • Implement centralized log management (CJIS audit point). • Restructure existing standalone monitoring systems into a centralized continuous monitoring process. • Develop and implement a formal Incident Response Program. F. Core Service: Technology Services Business Support • Leverage technology to realize strategic management goals and opportunities. • Identify opportunities to improve the efficiency of financial processes to improve service and lower costs. • Review and identify any potential non - compliances or other problems that could have an adverse impact on the department. • Ensure contract and purchase management activities are conducted in accordance with city policies and procedures, applicable laws and regulations, and customer specifications or requirements. • Improve contract administration practices to achieve excellence in contractor and vendor performance to ensure the City receives goods and services on time, and within budget. • Raise staff awareness of the need to not just negotiate purchases and contracts with third party suppliers, but also to track performance and monitor compliance of contracted obligations once the contract has been signed. 41 Page 0 Technology Services Department City of Tukwila August 17, 2015 Major Strategic Initiatives for FY 2015 - 2020 Over the remainder of this biennium, the Technology Services Department will address the issues described in this plan and will develop at least 12 or more major initiatives. Each initiative listed below will be undertaken as a standalone project that will be prioritized by the Technology Council and most likely involve and depend upon other City departments for full and successful implementation. 1. Establish Technology Council — Meeting once a month, members representing all departments will serve in an advisory capacity to facilitate short and long term planning, policy formation, problem solving and priority setting. 2. Establish User Committee /Team — Technology- focused subject matter experts will meet monthly to discuss current projects, issues, and problems. Staff members participating will be familiar with technology in their departments and /or an experienced user of a particular enterprise software application and willing to act as a resource for all City staff. This committee will work in conjunction with Technology Services to promote and implement priorities identified by the Technology Council. 3. Server Virtualization and Enterprise Application updating - Migrate from numerous servers that require significant maintenance, constant monitoring, intervention and upgrade to scalable virtual servers that have upgradable capacity with the capability to serve all City departments. Update to latest version all Enterprise applications currently licensed, specifically Microsoft Exchange, SCCM, and SharePoint systems. 4. Expand and Unify Citywide Wi -Fi — Fully implement one Citywide Wi -Fi network that is compatible with all sanctioned mobile devices and allows broad, fast and reliable coverage. This will reduce dropped data connections, save time, increase efficiency and increase productivity. 5. Modernize Mobile Phone Policy & Practice — According to a business case analysis, establish a new and more contemporary policy framework for mobile phone features, purchase, connection and use on the City system, including the use of texting. This will save money, time, and effort currently dedicated to solving totally avoidable problems associated with poor or ineffective mobile phone policies and protocols. 6. Create Voice /Data System Orientation Tutorial — As part of the department's renewed training effort, staff will develop guidelines and clear tutorials for existing and new employees based on policies, protocols, guidelines, regulations and system parameters. This will allow faster and more complete orientation of new personnel and more clarity for existing employees who are often unaware of City policies or how to work with the Technology Services Helpdesk and overall technology system. 51 Page 7 Technology Services Department City of Tukwila August 17, 2015 7. Develop a Technology Training Curriculum — For greater knowledge, skill and abilities (KSAs) regarding the technology systems, this series of simple programs will promote end - user development. This will be comprised of several short courses (self- taught or staff taught) and will be created in parallel with a tutorial, which is a written overview. Subjects such as email use, software use, software compatibility guidelines, equipment guidelines, system access, process improvement, Wi -Fi, personal device guidelines, Tech Tips and FAQs could be included. 8. Update the Technology Disaster Recovery Plan — While there are currently fundamental plan elements, there is no comprehensive plan that integrates into the City's emergency response plan. This is a high priority. Other cities have strong internal technology disaster recovery plans and guidelines and City must have a comprehensive plan that integrates with other area and regional plans. 9. Develop a Comprehensive Technology Policy /Protocol Document — Undertake broad policy /protocol analysis to determine issues and gaps that impact efficiency, productivity, service quality and cost efficiency. This document will include cellular phones and texting, device mobility, remote access, cloud computing, document archiving and other areas that surface during the analysis. All SOP's and guidelines will be available for reference on -line or via a hard document. 10. Institute a Technology Business Process Analysis (BPA) Approach — To reduce errant technology costs and deter compatibility issues, the department and the Technology Council will create guidelines for how to use basic business process analysis when assessing any requirements that (may) require or have only a technology solution. Implement a process that integrates RO1 analysis into all user technology planning BEFORE it comes to the Technology Services Department as a request for service. 11. Prepare and Conduct a User Needs Assessment — There has been no formal end -user needs assessment for quite some time regarding technology and how technology could cost - effectively improve performance and operating efficiency, effectiveness, quality and productivity. 12. Analysis of Procurement — Using the current hardware inventory and conducting a citywide software Inventory as a baseline, analyze how hardware /software purchases impact Technology Services' or other departments' workloads and operating effectiveness, efficiency and productivity, including the creation of guidelines that require up -front business case analysis that identifies "ripple effect" for any department level hardware /software purchases. 61 Page Technology Services Department City of Tukwila August 17, 2015 13. Mitel VoIP Phone System Upgrades — Existing VolP telecommunication system software is outdated and soon to be unsupported. The vendor's technical service representatives have difficulty recalling the configuration and interface navigation when called upon for support. The basic system hardware is in good working order but upgrades and feature expansions are available and would increase speed and reliability of the phone system. Software upgrades with the latest patches would increase system security and provide a more refined interface for administration, increasing the opportunity for cross - trained support by multiple technicians. Upgrading to the latest software and hardware would allow for renewal of our support agreement in 2016 and reduce the risk of system downtime when a service call is required or during potential major problems. Any planned upgrades could require system downtime — scheduling phone outages will be an issue for customers. 14. Unified communications — Integration of Microsoft Lync with our current VolP phone system would allow users to fully utilize many time saving features such as instant messaging, current status, staff look -up with mouse click quick -dial, voicemail integration with Outlook and desktop sharing. At this time, Lync has only been deployed to a limited number of users to beta test features and system integration. Due to lack of policy and legal issues surrounding public records requests, full deployment of this useful tool has been delayed. This software is currently licensed for use and other agencies have now implemented this efficiency tool and can be a model for policy. 15. Computer Replacements - Working in tandem with the computer replacement schedule and in an effort to provide equipment that will be the most useful and efficient for the customer, Technology Services would like to offer department personnel the option of acquiring devices beyond the standard baseline computer. This could include a laptop, laptop docking stations, additional storage or RAM, power -user computers, extra monitors, etc. Although associated departmental budget above the standard issue cost will be required, the flexibility offered will provide end -users more control over their computing environment. 71 Page 9 10 1J� tq w4f k y o \o! \�IgUB% City of Tukwila Technology Council Charter The City's Technology Council exists to facilitate citywide analysis, planning and development of technology requirements that directly impact efficiency, effectiveness, productivity, service quality and delivery costs. To meet growing voice, data, AN, network, security, reporting, and other technology needs, the Technology Council will focus on four fundamental platforms as indicated below. Short and long - term planning Policy Technology Problem - formulation Council solving Priority setting In pursuit of the above, the Technology Council will: — Serve in an advisory capacity to facilitate development of the City's Technology Master Plan; — Review, revise and help formulate new technology policies, procedures, and protocols; — Help analyze issues and challenges identified by the Technology Services Department; — Serve as ombudsman to solve or help solve identified problems; — Develop a comprehensive technology financial plan that meets the needs of all departments; — Ensure that technology standards exist and are compatible with need, value and cost; City of Tukwila Technology Council Charter Tuesday, July 28, 2015 11 J�:NILA o m I� — Help facilitate the City's effort to strengthen its overall technical capability and capacity through training and technical skills development; — Increase communication and awareness of the goals and objectives of the City to other employees; — Oversee the formation and efficient operation of a Technology Users Committee comprised of technically savvy personnel identified in each department to serve as a conduit for information on technology matters back to the Technology Services Department; — Review information concerning computer, software, mobile, GIS, transmission, data reporting, and transparency technology standards and systems within City government; — Identify technology support needs and methods for ensuring adequate support to departments; and — Represent all departments and Tukwila City government as the central advisory Council for the Technology Services Department and its efforts to provide citywide technical systems, support services, rapid problem intervention, security, planning, policies and training as technology becomes more integrated into the fabric of every City program, service, policy and interaction with the community. This Charter establishes the purpose and function of the Technology Council. In addition, it will have parameters that establish its membership, agenda, meeting schedules, and operation. This Technology Council is established in May 2015 and will serve as a permanent element of the City Administrative Team. City of Tukwila Technology Council Charter 12 Tuesday, July 28, 2015