1. IT Management and Modernization (IT M&M) March Meeting
03/13/18

2. Agenda Opening Remarks
Review of ITMM COI Existing & New Project Review
ACT-IAC Updates & Wrap Up (Including ELC)

3. IT M&M Projects Current: New: Future:
Cloud Security for Ongoing Operations
Expand FITARA Implementation Guidance
Technology Business Management
New:
MGT Support: Strengthening Business Cases to Power Prioritization
Future:
Incremental Modernization through Harvesting Legacy Systems
Modernization Best Practices & Case Studies

4. Background Project Goals Gov Sponsor
Cloud Security for Ongoing Operations
Background
As more government information system are migrated – or being prepared to migrate – to a cloud hosting model, Federal CISOs are faced with the challenge of identifying, mitigating risk and managing risk to these systems in a new operational environment.
There is a need to collect best practices, lessons learned and additional guidance, gleaned from both agency and industry SMEs, for cloud security requirements and managing cloud operations.
This will be a cross-collaboration project with Cybersecurity COI.
Project Goals
Produce actionable, scenario-based playbooks for IT leaders (CISOs, CTO, CIO) around the management of cloud operations including: Identity, Credential & Access Management in the Cloud; Trusted Connectivity in the Cloud (Cloud Architecture); and Implementing Cloud Optimized CDM.
The project will provide best practices and lessons learned guidance supporting the modernizing government technology for the Cloud and IT security communities.
Gov Sponsor
Beau Hauser, CISO SBA

5. Expand FITARA Implementation Guidance
Background
Through OMB request, ACT-IAC created a number of artifacts to support agencies in FITARA implementation, including an IT Management Maturity Model that describes maturity in five functions, including overall IT governance.
The model describes the attributes of what maturity is in a government agency, and for governance, includes the attributes of horizontal integration (across CXOs, mission and business owners), vertical integration (from HQ to bureaus or components), right authority (decision making at appropriate levels), right data (having good data an analysis to support decisions), etc.
The model is helpful to assess level of governance maturity but does not fully address how to improve an agency’s maturity nor present sample models.
Project Goals
Enhance FITARA model performance metrics (e.g. gaps in scorecard, etc.)
Develop expanded toolkit ACT-IAC FITARA Maturity Model for FITARA 4.0/5.0.
Develop guidance model for CIO engagement with IT Program Managers.
Gov Sponsor
Flip Anderson, Executive Director of FITARA Operations at USDA

6. Background Project Goals Gov Sponsor
Technology Business Management (TBM)
Background
Technology Business Management (TBM) is a value-management methodology to provide IT cost, consumption, and performance transparency.
Initiated in private industry and adopted by Australia, OMB included TBM into the F19 budget formulation process per recent A-11 and CPIC guidance.
Implementation necessitates a partnership of CFOs and CIOs.
Project Goals
Longer Term: Develop playbook to assist agencies in implementing TBM (OMB requests delay until PMA is released).
Short Term: “What does TBM Mean to Me” project to help stakeholders across budget formulation and execution, acquisitions and IT understand the value of TBM.
Gov Sponsor
Jon Kraden, Director of Customer Coordination & Communication, GSA

7. New Project: MGT ACT Support
Update
December 12, 2017: MGT Act enacted as part of FY2018 National Defense Authorization Act (NDAA)
$250M authorized for F18 and F19 for a total of $500M
No funds have been appropriated as of today
Two provisions address agency IT modernization needs:
Technology Modernization Fund (TMF) and Board (TMB)
Funds to be repaid within 5 years*
Authorization for CFO Act agencies to establish IT Working Capital Funds (WCFs)
February 27, 2018: M Issued by OMB with guidance
Appendix A: Initial Project Proposal Template
Appendix B: Relevant Considerations [for Proposals]
March 12, 2018: TMB established and conducted first meeting
Agencies need assistance in determining how to best prioritize management projects and acquire & leverage agency WCFs and the MGT revolving fund
MGT IT Modernization Revolving WCF
Working Title: Strengthening Business Cases to Power Prioritization
Working Approach:
Provide guidance on strategy to prioritize high-risk, high-cost legacy system modernization, leveraging WCFs and MGT revolving fund
Calculate legacy system costs (direct / indirect / risks) and return on investment (ROI) estimate for strong business cases, leveraging existing tools and industry models (e.g. leveraging FITARA, IT Modernization Guidance templates, etc.)
Funding Plan for MGT Revolving Fund:
$500M over 2 years
Funds repaid 3 years after savings achieved

8. Background Project Goals Gov Sponsor
MGT Support: Strengthening Business Cases to
Power Prioritization of Modernization
Background
Agencies need assistance in determining how best to acquire and leverage MGT funds to prioritize and modernize legacy systems, specifically to calculate costs and develop a strong business case - leveraging existing tools and models (e.g. OMB IT Modernization guidance templates) and filling gaps if gaps emerge
When evaluating legacy systems for replacement, current costs may be under-estimated in business cases in particular for manual processes
Additionally, explicit and intangible costs need to be addressed, for example costs / risks associated with maintaining systems that do not comply with security requirements
Project Goals
[To Be Revised Upon Finalization] Assist agencies in building guidelines, templates and a strong business case model for modernization to prioritize modernization funding (within agencies and for MGT funds)
Gov Sponsor
TBD

9. Wrap Up and Next Steps Calendar Ahead Next Steps
Next monthly meeting scheduled for April 10th
Speaker TBD ~ Open to suggestions for future speakers
ELC Update
October 14-17, 2018 in Philadelphia, PA
“Imagine Nation”
Modernization Track
Next Steps
Cloud Security – Project kickoff
FITARA – Develop suggested changes on performance metrics
TBM – “What does TBM mean to me” training next steps
MGT – Project scoping
April Meeting - Finalize Speaker

10. Appendix

11. Incremental Modernization through Harvesting Legacy Systems
Background
Legacy applications often contain valuable, time-tested business logic that should be used to reduce risks and costs in modernization efforts that should be harvested.
A harvesting approach can be more successful than total replacement which is costly, risky and prone to failure – supporting a more efficient approach to agencies modernization funding and migration to a agile environment (e.g. cloud)
Project Goals
Propose strategies for agencies to leverage harvesting modernization strategy to incrementally mine business rules and iteratively modernize to new architecture
Develop a playbook to determine how to develop a plan/roadmap and approaches to transformation incrementally
Gov Sponsor
TBD

12. Modernization Best Practices & Case Studies
Background
Agencies are in varying stages of implementing IT modernization
Sharing lessons learned and best practices can assist agencies in successfully modernizing their IT portfolio
Project Goals
Interview multiple departments and agencies who have tackled modernization
Document case studies from the interview results highlighting the challenge, approach and results as well as lessons learned
Distill results into a set of best practices to provide agencies with roadmap/playbook for initiating and driving IT Modernization
Gov Sponsor
TBD