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Representative Assignments- I.T. Consulting

Integrated Business and System Planning

Integrated Business and Systems Planning

Situation

Our client was a medium sized financial services company, having about 900 employees in multiple states. Of these, approximately 100 were IS personnel. A "Big 6 Consultancy" went through their business planning process with the executive staff and failed to produce a business plan. SMR was brought in by the VP-IS to assist in the production of an IS Strategic Plan.

Actions Taken

In the absence of an approved business plan, our consultants designed and implemented a JAD-based planning process that involved executive, departmental, and IS personnel. After providing the necessary training to client management, SMR coached client management through each stage of the planning process. Our consultants provided the necessary framework for client personnel, speeding up progress considerably.

Results Obtained

The planning process began in April and, by the end of December, the Board had approved the plan. The result exceeded everyone's expectations, including our own. A "bare-bones" business plan was produced, filling the void left by the Big 6 failure. Departmental plans were developed that meshed with both the business plan and the IS strategic plan. A rolling 5 year IS strategic plan was produced, with associated short and medium term plans. Consensus on the business, departmental, and IS plans was reached from the Board of Directors down to the supervisor level in the departments. Procedures were approved to keep the plan current. Departmental and IS managers learned JAD techniques, which are being applied there today in a variety of situations. Feedback from the planning participants was that it was the most worthwhile management initiative in the history of the company. The IS Department was strengthened and motivated to accomplish the plan.

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