Deloitte Consulting LLP Commonwealth of Massachusetts Statewide Strategic IT Consolidation (ITC) Initiative Consolidation Working Group Discussion Document October 19, 2009 DRAFT – FOR DISCUSSION PURPOSES ONLY

- 1 - DRAFT FOR DISCUSSION PURPOSES ONLY Agenda 1 Phase III Workplan, Owners, and PM Process (15 minutes) 2 Program Benefits – Proposed Case Studies (10 minutes) 3 Phase III Priorities IT Finance (30 minutes) HR/Labor/Talent (30 minutes) 4 Next Steps (5 minutes)

- 2 - DRAFT FOR DISCUSSION PURPOSES ONLY Components of ITIL: Service Desk Phase III Workplan, Owners, and PM Process

- 3 - DRAFT FOR DISCUSSION PURPOSES ONLY Phase III High-level Workplan Please see handouts and wallcharts for discussion on roles and responsibilities for each thread

- 4 - DRAFT FOR DISCUSSION PURPOSES ONLY Components of ITIL: Service Desk Program Benefits – Proposed Case Studies

- 5 - DRAFT FOR DISCUSSION PURPOSES ONLY Program Benefits – Proposed Case Studies for Phase III Objective: to develop 8 case studies highlighting the benefits of IT Consolidation Proposed list of cases: IT Service AreaCountProposed CasePoint of Contact Helpdesk Services2Both ANF and EOLWD’s implementations ANF: Dennis Mcevoy LWD: Andrew Stevens Web Information Architecture & Portal Services, incl. Hosting* 2 Both EOHHS (retrospective) and EOEEA (forthcoming) EOHHS: Sharon Wright EOEEA: Bob Wilbur Data Center Services *1EOHHS’ 600 Washington St. Facility PilotJohn Holbrook Network Services1EOHHS’ Voice Over IP (VoIP) implementationTBD Services1MassDOT’s migration onto MassMailJordan Harris IT Staff Consolidation1 EOHED’s full consolidation of all its IT professionals Gerry Young * Note: initiated during Phase II.

- 6 - DRAFT FOR DISCUSSION PURPOSES ONLY Components of ITIL: Service Desk Phase III Priorities

- 7 - DRAFT FOR DISCUSSION PURPOSES ONLY Making the Vision a Reality: Our Surge Approach through 12/31/2009 Key Benefits Efficiency Effectiveness Information Security Secretariat IT Services Commonwealth IT Infrastructure Service Commonwealth Service Excellence 1.Consolidated Secretariat operating model: Phase out delegated operations Wave 1 staff transitioned Enhanced procurement with targeted vendor 2.Helpdesk Services: EOLWD and ANF consolidated 3. Data Center Services: EOHED and 50% EOHHS data center services pilot consolidated Security architecture developed Develop virtualization architecture 4. Network Services: 50% of EOHHS VoIP implemented Network backbone build started Network contingency savings initiated 5. & Directory Services: DOT consolidated on MassMail 6. Service Excellence: IT Service Management: Asset mgmt implemented Change mgmt (50%) Request Fulfillment (50%) Chargeback Improvement roadmap implementation in progress Common toolset requirements compiled 7. IT Governance 8. IT Finance 9. HR/Labor/Talent 10. Communications 8 consolidation case studies developed Benefits tracking pilot completed Cost allocation and indirect rates developed Guidance related to federal funds/trusts/grants/retained revenue developed Staff transition repeatable process developed IT workforce trained on ITIL Report on consolidation presented to Governor and business stakeholders Changes related to staff transition communicated

- 8 - DRAFT FOR DISCUSSION PURPOSES ONLY IT Finance: Phase-out Delegated Operations ̶ Federal funds ̶ Grants ̶ Trusts ̶ Retained revenue ̶ Operating ̶ Capital Delegated Funding Sources SCIO authority over all funding sources Centralized Operating Model 1.Common Approach to Centralizing IT Fund? 2.Standard Methodology, Checklist, or Template? 3.Standard Tools (e.g., MMARS workflow)?

- 9 - DRAFT FOR DISCUSSION PURPOSES ONLY Next Steps 1.Onboard 3 rd party vendor (indirect rates and cost allocations) as soon as possible 2.Kickoff IT Finance Sub-committee on 10/21, 3pm 3.Work with individual CFOs to develop workplan for their respective Secretariat that will phase out delegated operations by January 1, 2010