Delivering Business Value Through Technology

Welcome to a site focused on increasing business value through the effective use of technology.  I’m an IT professional based in Houston, Texas with more than 25 years of experience in the management and architecture of large scale technology solutions across a variety of industries.  Although my experience and focus has been on technology, my educational background is in Economics and Business and I have degrees and certifications on both sides of the business and technology continuum.


One of my primary interests is in increasing the throughput between business ideas and succesful technology implementations. I draw upon a range of practical industry standard approaches such as Agile, Lean, and the Unified Process as well as years of experience applying these techniques in a wide variety of settings.


One of the things I enjoy most about the IT industry is the rapid pace of change and its inexorable movement towards increasing throughput.  I see Information Technology moving into a new phase of its evolution.  The days of having one centralized IT organization responsible for supporting business development initiatives AND maintaining and supporting existing systems and their infrastructure are over.  A more effective model finely tuned for a dynamic business environment operating in a flat world of globally interconnected markets and people will focus on a more responsive and adaptive model.  Organizations with IT organizations managing classic ‘feeds and speeds’ will increasingly turn to the services of outsourced service providers and leverage applications and computing capacity through a cloud of web based solutions that can increase or decrease capacity  based on need.  A new business technology organization focused on business outcomes embedded within business units will emerge overseen by a Chief Business Acceleration Officer with visibility across all of an organizations’ value chain.  Interested… read more on my sponsored blog at ITToolbox and explore the articles and templates available on my site.

Software-as-a-Service Portfolio Management Approaches

Software-as-a-Service (SaaS) implementations introduce a different set of risks and management requirements when assessing their health within an IT Portfolio. This presentation draws upon nine SaaS project implementations to develop a framework for managing scale and risk to ensure the appropriate level of management within a portfolio. Presented at the PMI Houston Conference & Expo.

Project Status Template

Creating a project status report is as much art as it is science.  A good status report contains critical project information that senior leaders and stakeholders can review to understand overall project health and progress.  The status report should also not take hours of time for a project manager to complete.  I’ve used many status reports over the years. I developed this template based on not only classic PMP status indicators (like schedule, budget, scope) but financial metrics and project reference information (such as project code).  All of the core project status information is included ‘above the fold’ for easy reference when the document is opened.  However, from experience attaching a document to an email reduces the likelihood of it getting read by about 50%.  To address this I copy and paste the dashboard information of the status report and paste it in the body of the email.  That way even a busy executive can quickly scan key project vitals through the preview feature of their standard mail program.


Leveraging Offshore Software Development Centers

If you’ve been working in the software development industry for the last five years you’ll have heard the increasing clamor to use offshore development resources. Most of the initial interest on offshore was focused on the significant cost savings that it could offer, however, recently these claims have been enhanced with promises of increased quality thanks to the high CMM certifications of many offshore development organizations. This article is a short primer on some real world experiences that might help you if you’re either thinking of following this approach or you’re in the midst of an offshore software development project. Read the Article

Enterprise Architecture

This artifact is not so much a template as an example of how to develop and implement an Enterprise Architecture.  This reflects work I created approximately fifteen years ago with several specific goals in mind.  The first was to implement a consistent mechanism for managing IT investments across a dynamic, rapid growth business environment.  Secondly, I wanted to develop the site in such a way that maintaining its content would be relatively straightforward, primarily leveraging network file storage to reference standards and guidelines.  Finally, I wanted to ensure a visual metaphor that would be salient to business and IT stakeholders and impress upon them the solid foundation an Enterprise Architecture provides.

There is a high emphasis on aligning technology processes and the overall architecture with business goals and strategies.  It has very much of a Zachman Framework feel which I was very influenced by at the time.   The entire site emphasizes the importance of aligning IT with Business Goals and priorities which since it was developed before the PMP and ITIL shows some of the prescience that the framework provides.

This is a complete website which was designed to allow easy navigation of important IS reference material with a minimum of maintenance and support.  Documentation is included on both the Java applets used for mouseovers on images and the menu applet within the site.  The rest of the material consists of templates and examples which could be of considerable value to someone responsible for managing the creation of a similar set of material.  This artifact is probably more relevant for someone managing IT assets and resources across a medium sized organization (500 – 5,000 users).

Weighted Criteria Assessment Matrix

The Weighted Criteria Assessment Matrix is a tool designed to aid decision making involving a large number of criteria or decision points. This tool is primarily used for technology decisions but can easily be modified for any multi-criteria decision. As the name suggests, these criteria are ‘weighted’ based on their importance to the decision. The goal is to provide an objective assessment of a decision (which can be a product selection or an architecture decision). Any number of products or decisions can be compared simply by “copy and pasting” one of the existing columns into a new column.  This template includes an instructions tab which provides more details.

Project Iteration Routemap

The Iteration Route Map is a tool that identifies what functionality will be delivered in each iteration of a project. As the name suggests it acts as a map that project stakeholders can reference in order to anticipate how the application will develop throughout its lifecycle. The Iteration Route Map is primarily used by the architect and development team to manage analysis and design and implementation activities throughout the project but every team member and stakeholder will find value in reviewing it once completed.  The template comes with instructions and examples.

Leveraging Social Collaboration Tools for Effective Project Management

One of the reasons social media has exploded in popularity and use is the profound effect it has on improving communication.  The heart of successful projects is the communication amongst teams and stakeholders, so it only makes sense for project managers to look for ways to leverage social collaboration tools.  This presentation provides an inventory of available tools like Twitter and Wikis to help strengthen communication mechanisms in your project and provides real world examples of how to get the most out of these tools.

Presented at the 2010 Project Management Institute Conference (Houston).

Crowdsourcing your PMO Governance Model

Crowdsourcing is a relatively new term that describes the act of taking a task traditionally performed by an employee and outsourcing it to an undefined, generally large group of people or community.  In this presentation, that was part of the 2009 PMO Symposium, an innovative approach to developing an organization’s PMO Governance model was offered that leveraged crowdsourcing and Wikis to create a self-sustaining governance model that was easily scalable and adapted readily to changing organizational needs.

Enterprise Implementation of a Software-As-A-Service Solution: An Experience Report

Software-as-a-Service or SaaS is a “new” approach to providing software solutions  based on a Multi-tenant solution, focusing on configuration over customization and moving companies from software licenses/maintenance to software subscriptions.  SaaS helps reduce the costs of managing software and provides faster implementation opportunities but it also requires a different perspective for large enterprise IT organizations to manage.  This presentation provides an experience report of several SaaS implementations at a large enterprise IT organization.  Presented at the 2010 Project Management Institute Conference (Houston).

Iterative Development Testing Approaches

Over the past five years, there has been increasing interest in agile development approaches to software development (such as eXtreme Programming), however, integrating these into a unified testing approach can be challenging given their rapid delivery model.   Applying a testing framework to an agile development approach provides a greater opportunity to ensure a robust and high quality application. This paper reviews a web-services software development project completed at the end of the year 2000 for a large Fortune 500 company. The project used an object-oriented design and blended the more formal Rational Unified Process (RUP) with the low ceremony approached advocated by eXtreme Programming (XP). The application testing approach applied the unit test framework of XP with a formal testing methodology required by the client for this high profile project. The paper describes the process followed and key learnings discovered throughout the project lifecycle.