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Five Secrets to Optimize Your People, Technology, and Budget

You can do anything, but you can’t do everything.

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  • Ken Piddington, CIO and Executive Advisor, MRE Consulting
  • Harvey Guindi, CIO, Health Network Laboratories
  • Fabio Violante, CTO Performance and Availability, BMC Software

Your Challenge

  • IT is frequently under pressure from the business to deliver projects and services within tight deadlines. When IT cannot deliver on the people or technology side due to resource constraints, IT is often perceived as a bottleneck or inhibitor to success.
  • Without documented data on the use of people and technology resources, CIOs do not have the evidence they need to demonstrate the strain on IT and the need for increased staff or budget to cover demand.
  • Software available on the market is expensive and building from scratch is cumbersome. CIOs need reliable processes and tools to be successful.

Our Advice

Critical Insight

  • Turn “I think” into “I know.” Take the emotion out of decision making by using data to prove the need for budget and staffing changes.
  • Right-size your resource strategy. You don’t need to know or do everything to get results – know your limits and plan within them.
  • Take an agile approach to optimization. If you don’t succeed the first time, try again.

Impact and Result

  • Create a resource strategy that not only demonstrates the work that IT does, but also maximizes IT’s capacity by optimizing the pipeline to get as many IT projects complete as possible.
  • Build clear reports on IT utilization and productivity and leverage these in critical business and finance conversations.

Research & Tools

1. Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should optimize IT resources, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

2. Structure the project

Identify the organization’s fit for resource strategy optimization and define clear goals and metrics for success.

4. Optimize and leverage the strategy

Optimize the resource strategy and identify opportunities to leverage it in key conversations with stakeholders.

Guided Implementations

This guided implementation is a six call advisory process.

Guided Implementation #1 - Structure the project

Call #1 - Scoping call to establish the relevance of this project for your organization
Call #2 - Discuss your current state assessment and project plan

Guided Implementation #2 - Build the strategy

Call #1 - Determine the current capacity for technology and people resources
Call #2 - Discuss the project, and non-project demand for technology and people resources

Guided Implementation #3 - Leverage the strategy

Call #1 - Review your resource strategy conflicts and test optimization methods
Call #2 - Discuss and seek out opportunities to leverage the strategy and reports

Onsite Workshop

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Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Make the Case for Optimizing Your Resource Strategy

The Purpose

  • Identify key pain points faced by IT.
  • Identify IT resourcing goals and metrics.
  • Identify strategy opportunities.

Key Benefits Achieved

  • Communicate the challenges and opportunities of completing this project.
  • Gain a high-level view of resource maturity in your organization.




Identify resourcing pain points


Identify key goals and metrics

  • Clear goals and metrics

Identify your desired maturity level


Develop the project purpose statement

  • Project communication message

Module 2: Develop a Resource Management Strategy

The Purpose

  • Identify people and technology capacity and demand for the organization.

Key Benefits Achieved

  • Completed data collection on the organizational needs and capacity for people and technology.




Interview stakeholders


Review survey results


Conduct requirements gathering exercises


Aggregate results

  • First draft of the resource strategy

Module 3: Optimize and Leverage the Strategy

The Purpose

  • Review the first draft of the IT resource strategy, and identify opportunities where you can optimize and leverage the reports.

Key Benefits Achieved

  • Understand optimization techniques.
  • Optimize the resource strategy.
  • Identify opportunities to leverage the strategy.




Review the utilization graphs


Identify optimization opportunities

  • Opportunity overview

Conduct sensitivity testing


Determine report use cases

  • Optimized resource strategy

Member Testimonials

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After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.




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