- OptimizeIT
- \
- Applications Management \ Application Maintenance
- \
- Request Analysis
Request Analysis
The framework for applications maintenance and change practices has been established. In this step of the program, you will be setting up a process for gathering, assessing, and accepting/denying change requests from users within the organization.
Fast Track
| Steps | Tools | Related Research | |
|
Step 1: FastTrack: Request Analysis
This FastTrack Tool is a simpler, less rigorous approach to completing the program. Nonetheless, FastTrack addresses the fundamental elements of the program and is expected to support your efforts to improve the IT function. FastTrack is intended for organizations who have reasonable, simple and straightforward IT environments. Because it is simpler, FastTrack is an accelerated program, designed to be completed in a short period of time. |
|||
|
|
1.1 FastTrack Activity
|
Request Analysis FastTrack |
|
Core
| Steps | Tools | Related Research | |
|
Step 1: Manage the Application Portfolio
The important aspect of portfolio management for Applications Maintenance is determining the relative health of an application. Over time, the cost of supporting, maintaining, and extending an application can begin to exceed the cost and effort of replacing it. Know what applications reside in your Application Portfolio and their relative health before evaluating the merits of maintenance and change requests. Info-Tech Tip: Scale the Applications Inventory documentation effort to the size of the enterprise in order to keep it manageable. Smaller shops with few applications may not require the same depth of detail as larger enterprises, nor need to update their inventory records as frequently. Info-Tech Tip: Base all decisions on whether or not to retire an application on sound business principles, including ability to support business process and cost to own. The decision to maintain, toss, or acquire an application should always be a bottom-line decision. |
|||
|
1.1 Create an Applications Inventory
Most enterprises have more software than they realize. Conducting an inventory is the first step in gaining a "big picture" view of the entire portfolio and analyzing its overall health. The sole core tool in this stage is OptimizeIT’s Application Inventory tool. Use it to document all applications in the enterprise, their primary users, and each one’s impact on the business and IT systems. Larger enterprises with multiple IT organizations or "shadow" IT groups (staff who are doing IT-related activities but do not report into the IT organization) should consider using Info-Tech’s advanced tool, "Irregular IT Staff Inventory." |
|
||
|
Step 2: Prioritize Requests
Not every change request can be approved, as there will always be circumstances that could help or hinder IT’s ability to prioritize them. Budget, staff availability, business requirements, and other factors must be taken into account when assessing inbound requests. This step is intended to assist IT in prioritizing change requests according to predefined criteria. Info-Tech Tip: Regardless of company size, all enterprises should classify and prioritize change requests. While smaller companies may not elect to investigate the business requirements of each change request, organizations with moderate to high-complexity application environments should use all four of the tools in this step. |
|||
|
2.1 Prioritize Maintenance Request Types
The purpose of this step is to provide IT with a means to objectively classify and prioritize incoming requests according to type, severity, number of users affected, response/resolution times, and overall value to the company. The "Request Prioritization Tool" is designed to assist you in making these distinctions. |
Request Prioritization Tool |
||
|
2.2 Analyze Request Requirements
Inbound requests must also be thoroughly documented as meeting business requirements. Otherwise, IT may end up making changes that the business deems unnecessary. The "Business Requirements Template" captures and presents the problems that are to be solved by the proposed or requested change.
|
Business Requirements Template Compliance Checklist |
||
|
2.3 Group Requests Into Changes
A series of related individual requests can sometimes be grouped into a single larger change. Use the "Change Configuration Record" as a reference by which requests may be approved for the same change bundle (if at all). |
Change Configuration Record |
||
|
Step 3: Gain Change Approval
Finally, all Requests for Change must gain final approval from a governing body prior to requests becoming actual tasks for IT to perform. This is crucial for ensuring sign-off on all requests, as well as for communicating the status of requests to the users who initiated them. Info-Tech Tip: Only larger companies will have a CAB already in place. While a CAB is ideal, smaller companies will understandably not have the need for a formal body reigning over all application maintenance requests. At the very least, these smaller companies should use the "Schedule of Approved Changes" to track and monitor the status of approved requests. |
|||
|
3.1 Gain Change Approval
Final approval of requests is granted by the Change Advisory Board (CAB), a group of select IT owners and stakeholders with a full view of application projects and initiatives. As such, the tools in this step revolve around the CAB meeting and subsequent discussions:
|
Change Advisory Board Meeting Agenda Change Approval Checklist Change Approval Notification and Conditions Change Advisory Board Meeting Agenda |
||
Advanced
| Steps | Tools | Related Research | |
|
Step 1: Manage the Application Portfolio
The important aspect of portfolio management for Applications Maintenance is determining the relative health of an application. Over time, the cost of supporting, maintaining, and extending an application can begin to exceed the cost and effort of replacing it. Know what applications reside in your Application Portfolio and their relative health before evaluating the merits of maintenance and change requests. Info-Tech Tip: Scale the Applications Inventory documentation effort to the size of the enterprise in order to keep it manageable. Smaller shops with few applications may not require the same depth of detail as larger enterprises, nor need to update their inventory records as frequently. Info-Tech Tip: Base all decisions on whether or not to retire an application on sound business principles, including ability to support business process and cost to own. The decision to maintain, toss, or acquire an application should always be a bottom-line decision. |
|||
|
1.1 Create an Applications Inventory
Most enterprises have more software than they realize. Conducting an inventory is the first step in gaining a "big picture" view of the entire portfolio and analyzing its overall health. The sole core tool in this stage is OptimizeIT’s Application Inventory tool. Use it to document all applications in the enterprise, their primary users, and each one’s impact on the business and IT systems. Larger enterprises with multiple IT organizations or "shadow" IT groups (staff who are doing IT-related activities but do not report into the IT organization) should consider using Info-Tech’s advanced tool, "Irregular IT Staff Inventory." |
|
||
|
Step 2: Prioritize Requests
Not every change request can be approved, as there will always be circumstances that could help or hinder IT’s ability to prioritize them. Budget, staff availability, business requirements, and other factors must be taken into account when assessing inbound requests. This step is intended to assist IT in prioritizing change requests according to predefined criteria. Info-Tech Tip: Regardless of company size, all enterprises should classify and prioritize change requests. While smaller companies may not elect to investigate the business requirements of each change request, organizations with moderate to high-complexity application environments should use all four of the tools in this step. |
|||
|
2.1 Prioritize Maintenance Request Types
The purpose of this step is to provide IT with a means to objectively classify and prioritize incoming requests according to type, severity, number of users affected, response/resolution times, and overall value to the company. The "Request Prioritization Tool" is designed to assist you in making these distinctions. |
|
||
|
2.2 Analyze Request Requirements
Inbound requests must also be thoroughly documented as meeting business requirements. Otherwise, IT may end up making changes that the business deems unnecessary. The "Business Requirements Template" captures and presents the problems that are to be solved by the proposed or requested change.
|
|
||
|
2.3 Group Requests Into Changes
A series of related individual requests can sometimes be grouped into a single larger change. Use the "Change Configuration Record" as a reference by which requests may be approved for the same change bundle (if at all). |
|
||
|
Step 3: Gain Change Approval
Finally, all Requests for Change must gain final approval from a governing body prior to requests becoming actual tasks for IT to perform. This is crucial for ensuring sign-off on all requests, as well as for communicating the status of requests to the users who initiated them. Info-Tech Tip: Only larger companies will have a CAB already in place. While a CAB is ideal, smaller companies will understandably not have the need for a formal body reigning over all application maintenance requests. At the very least, these smaller companies should use the "Schedule of Approved Changes" to track and monitor the status of approved requests. |
|||
|
3.1 Gain Change Approval
Final approval of requests is granted by the Change Advisory Board (CAB), a group of select IT owners and stakeholders with a full view of application projects and initiatives. As such, the tools in this step revolve around the CAB meeting and subsequent discussions:
|
|
||
