Business and IT Project Alignment:  Collaborating with Service Partners to Identify Business Needs

 

Presentation to the PMI Community of Learning, June 13, 2005

 

Introduction:

 

"Gathering requirements, getting them right, is hard. Most software projects fail at that point, which means in real life, you end up writing software twice."

 

-- John McNeil, vice president of informatics at Isis Pharmaceuticals, CIO Magazine, May 15th, 2005

 

Purpose:

 

This presentation offers skills and techniques that you can apply in working with service partners to identify their needs and meet their business requirements for IT projects. It provides food for thought in approaching this initial phase of a project and solicits attendees' experience in how and whether these techniques can be applied  more effectively.

 

The larger issue the presentation addresses is how  MIS and IT developers can leverage their specialized knowledge and expertise to help business segments and individuals succeed in defining and meeting their business needs.

 

Background:

 

IT departments in organizations are increasingly being called upon to align and integrate their efforts with business areas and demonstrate their value. Recent articles in CIO Magazine and Darwin Magazine point to the necessity and the benefits of developing effective working relationships among IT and business representatives in defining requirements accurately. The Project Management Institute (PMI) itself has addressed this issue in its seminars. These benefits include:

 

·         Shorter project life-cycle

·         More efficient allocation of resources

·         Easier implementation

·         Reduced duplication of effort

·         Improved fulfillment of user expectations and requirements

·         Better service partner satisfaction and business value

·         Enhanced internal IT reputation and support

 

Approach:

 

Just saying that we are going to align ourselves with  business areas in defining their needs and helping them meet their requirements does not necessarily make it happen. There are specific  techniques developers can employ to promote a collaborative relationship rather than an antagonistic one and improve the likelihood of  successful projects. This is true not only in the requirements phase, but throughout the design, development and implementation phases of projects as well. These techniques and related skills include:

 

·         Asking good questions and listening actively both to what is said and what is not said

·         Including business representatives in the requirements phase and keeping them in the loop

·         Identifying the real versus 'official' stakeholders and decision-makers

·         Establishing clear lines of responsibility and accountability

·         Successfully translating business requests into specific project requirements

·         Using technology effectively to document, communicate and share knowledge among participants

·         Maintaining an ongoing dialogue with service partners

·         Accurately framing and re-framing needs and goals

·         Avoiding erroneous assumptions and rule-governed versus rule-guided thinking

·         Determining project resources, scope and constraints

·         Setting priorities for requirements and balancing needs vs. resources

·         Dealing with changes in project scope and priorities

·         Dealing with changes in personnel

·         Contending with ambiguity

·         Presenting yourself as an advocate for the business area

 

 

About the Presenter:

 

Chuck Lanigan has worked as a knowledge management consultant for over seven years and developed workflow and collaborative applications using Lotus Notes. He has made presentations on knowledge management to the Pittsburgh Technology Council and the Software Engineering Institute (SEI). He has taught at Pitt's College of Business Administration, the Katz Center for Executive Education and Carnegie Mellon University. He earned an MA in Instructional Design & Technology from the University of Pittsburgh School of Education.