1. Deloitte Consulting LLP Commonwealth of Massachusetts IT Consolidation Program Statewide Working Group Discussion Document January 11, 2010 DRAFT FOR DISCUSSION PURPOSES ONLY

2. - 1 - DRAFT FOR DISCUSSION PURPOSES ONLY Agenda 1Introduction of Phase 3b Integrated Workplan R. Mathew, Deloitte 2Update on IT Staff Transition Process K. Beacham, Deloitte 3Update on Secretariat Town Hall Meetings J. Richman, Deloitte

3. - 2 - DRAFT FOR DISCUSSION PURPOSES ONLY Phase 3b Integrated Workplan

4. - 3 - DRAFT FOR DISCUSSION PURPOSES ONLY How should we define success for July 1, ’10? (As discussed in Phase 3a) Key Benefits Efficiency Effectiveness Information Security Secretariat IT Services Commonwealth IT Infrastructure Service Commonwealth Service Excellence 2. Helpdesk Services consolidated at: ANF, EOEEA, EOPSS, EOHED (initiated) 3. Desktop/LAN Services consolidated at: EOLWD, EOEEA, ANF 4. Website IA portalized at EOE (1 agency), MassDOT 5. Application Services MassDOT, EOEEA 6. Data Center Services: Virtualization architecture developed EOHHS data center services consolidation initiated 7. Network Services: EOHHS VoIP solution implemented Network contingency savings initiated 8. Email & Directory Services: PERAC, DIA, CHSB, and MassDOT consolidated on MassMail (5,000+ mailboxes) Active Directory Strategy Developed 9. Service Excellence: IT Service Management: Change mgmt implemented Request Fulfillment implemented ITD helpdesk tool selected through RFR process Chargeback Improvement roadmap implementation in progress 10. IT Governance 11. IT Finance 12. HR/Talent 13. Communications Benefits tracking measurement and reporting process rolled out across remaining 6 Secretariats Strengthen coordination between ISB, TGB, ESB, and working groups Cost allocation and indirect rates developed, ISAs terminated IT Admin Operating models developed and implemented Wave 1 EOHHS staff transitioned to ITD Entire IT workforce trained on ITIL (1844 FTEs). Retraining/redeployment plans developed Report on consolidation presented to Governor and Cabinet Changes related to staff transition and IT Finance communicated to individual staff 1. Program Management: Fully transitioned to the Commonwealth

5. - 4 - DRAFT FOR DISCUSSION PURPOSES ONLY Proposed Deloitte Team Structure (Jan – Jun ’10) Engagement Manager Roy Mathew (50%) Program Management Cathy Cho Julia Richman Secretariat IT Services Consolidation Engagement Principal Mark Price (20%) IT Infrastructure Services Consolidation Planning ITD Service Excellence IT Governance (Benefits Tracking) Julia Richman Communications Julia Richman IT Finance Cathy Cho Alex Blair (1/4-2/19) HR/Labor/Talent Katie Beacham (1/4- 1/29, 2/14-2/19) Alex Blair (1/4-2/19)

6. - 5 - DRAFT FOR DISCUSSION PURPOSES ONLY Update on IT Staff Transition Process

7. - 6 - DRAFT FOR DISCUSSION PURPOSES ONLY Update on Secretariat Town Hall Meetings

8. - 7 - DRAFT FOR DISCUSSION PURPOSES ONLY  Wave 1 (EOHHS) Town Halls Outline for Secretariat Town Halls HR and Communications Subcommittees are working together to provide:  Town Hall meeting agenda  Presentation template including updated project information and HR content regarding staff transition process  SCIO talking points  All Remaining Secretariat and ITD Town Halls What support can Secretariats expect? February  Schedule meetings for mid to late February  Identify components of secretariat plans (services, infrastructure and administrative) you wish to communicate with staff  Contact HR and Communications subcommittees for support in drafting content regarding secretariat specific materials Next Steps for Secretariats: Timing: