EP1279131A2 - Managing information technology investments and distributing it management practice information - Google Patents

Managing information technology investments and distributing it management practice information

Info

Publication number
EP1279131A2
EP1279131A2 EP01934910A EP01934910A EP1279131A2 EP 1279131 A2 EP1279131 A2 EP 1279131A2 EP 01934910 A EP01934910 A EP 01934910A EP 01934910 A EP01934910 A EP 01934910A EP 1279131 A2 EP1279131 A2 EP 1279131A2
Authority
EP
European Patent Office
Prior art keywords
management
information pages
information
pages
associates
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Withdrawn
Application number
EP01934910A
Other languages
German (de)
French (fr)
Inventor
John J. Cimral
Douglas Yokoyama
Mark S. Lawler
Amir Ofer
Prashant Dubey
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Primavera Prosight Ltd
Original Assignee
Prosight Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US09/560,670 external-priority patent/US6578004B1/en
Application filed by Prosight Ltd filed Critical Prosight Ltd
Publication of EP1279131A2 publication Critical patent/EP1279131A2/en
Withdrawn legal-status Critical Current

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Definitions

  • the present invention relates to the field of information management. More specifically, the present invention relates to management of Information Technology (IT) investments. More specifically, the present invention relates to the distribution of information associated with Information Technology (IT) management practices.
  • IT Information Technology
  • a method and apparatus to facilitate management of IT investments includes, in one embodiment, storing data associated with performance metrics of a number of information technology (IT) projects, generating a number of scorecards for a number of IT portfolios, using the stored data, with each scorecard showing where IT projects of an IT portfolio stand on the performance metrics, and each IT portfolio having a subset of the IT projects.
  • the method/apparatus further includes generating one or more investment maps of the IT portfolios, using also the stored data, with each investment map showing at least where a subset of the IT portfolios stand on a number of performance metrics.
  • the method/apparatus further includes facilitating navigation from an investment map to a corresponding one of the scorecards for a selected IT portfolio by a user of the investment map through selection of a representation of the IT portfolio.
  • the method/apparatus further includes generating a number of dashboards for the IT projects, using also the stored data, with each dashboard graphically illustrating one or more aspects of at least one IT project.
  • the method/apparatus further includes facilitating navigation from a scorecard to a corresponding one of the dashboards for a selected IT project by a user of the scorecard through selection of a representation of the IT project.
  • an information technology (IT) management practice knowledge portal provisions first information pages associated with IT management practices for retrieval.
  • One or more IT management practice knowledge associates provision second information pages associated with IT management practices, and associate the second information pages with the first information pages to facilitate retrieval of the second information pages.
  • management features of an IT management application are associated with the first information pages to enable users of the management features to determine corrective actions to identified problems using IT management practice information provided by selected ones of the first as well as the second information pages.
  • Figure 1 illustrates an overview of the present invention, in accordance with one embodiment
  • Figure 2 illustrates an organization of project data of Fig. 1, in accordance with one embodiment
  • Figures 3a-3c illustrate the dashboard, the scorecard and the investment map of Fig. 1, in accordance with one embodiment each;
  • Figures 4a-4c illustrate the relevant operational flows of the dashboard generator/viewer, the scorecard generator/viewer, and the investment map generator/viewer of Fig. 1, in accordance with one embodiment each;
  • Figures 5a-5b illustrate additional relevant operational flows of the investment map generator/viewer and the scorecard generator/viewer of Fig. 1, in accordance with one embodiment each;
  • Figure 6 illustrates a networking environment suitable for practicing the facilitation of IT management of the present invention, in accordance with one embodiment;
  • Figure 7 illustrates a computer system suitable for use as an IT management's computing device or a server of IT management practice knowledge portal/associate server, in accordance with one embodiment.
  • Figure 8 illustrates an overview of the present invention, in accordance with one embodiment
  • Figure 9 illustrates an example IT management practice information page of IT management practice knowledge portal of Fig. 1, in accordance with one embodiment
  • Figure 10 illustrates an interface of IT management practice knowledge portal for an IT management practice knowledge associate to associate its information pages with those of IT management practice knowledge portal, in accordance with one embodiment
  • FIG 11 illustrates a method of the present invention, in accordance with one embodiment.
  • FIG. 1 a block diagram illustrating the integrated facilitation of IT management of the present invention, in accordance with one embodiment, is shown.
  • data associated with IT projects 102 are collected and stored. More particularly, as will described in more detail below, project data 102 are associated with a number of performance metrics of IT projects.
  • "integrated" dashboard generator/viewer 112, scorecard generator/viewer 114 and investment map generator/viewer 116 are provided to generate IT project dashboards 122, IT portfolio scorecards 124 and IT investment mapsmap 126 respectively.
  • IT project dashboards 122 are designed to assist IT project managers to manage their respective projects, whereas IT portfolio scorecards 124 are designed to assist "mid-level" IT portfolio mangers to manage their respective IT portfolios.
  • IT investment map 126 in turn are designed to assist an IT executive (or its business partners) to manage the entire IT investment of his/her enterprise. More particularly, project dashboards 122, portfolio scoreboards 124 and investment maps 126 are logically integrated (as denoted by arrows 132 and 134) to facilitate more in-depth understanding of issues surfaced by investment maps 126 and by scorecards 124.
  • Figure 2 illustrates an organization of project data 102 in accordance with one embodiment.
  • project data 102 are associated with performance metrics designed to show where IT projects stand.
  • the performance metrics are key performance categories (KPC).
  • KPC key performance categories
  • these performance metrics include budget metrics, staffing metrics, project size and quality metrics, and progress metrics.
  • the budget metrics include expense to budget ratios for a number of expense categories, such as personnel expenses, overhead expenses and the like.
  • the staffing metrics include current staffing level to staffing requirement ratios for a number of staffing categories, such as senior analysts, software engineers with web design skills, software engineers with C++ programming skills, engineers with networking skills and the like.
  • project size and quality metrics include metrics measuring the quantity of code and documentation being developed, the amount of defects encountered or removed from these code and documentation.
  • the progress metrics includes metrics measuring a number of task completion to schedule milestone indicators for a number of project phases, e.g. feasibility phase, design phase, unit test phase, functional test phase and system test phase.
  • data may also be stored for other performance metrics (or KPC) in addition to or in lieu of some or all of the above enumerated example metrics/categories .
  • project data 102 are stored in tables 202 of a relational database, with each table storing a subset of the data (in columns) for a subset of the projects (in rows).
  • the data may be organized into the various tables in any one of a number of application dependent manner, taking into consideration the number projects, the number of performance metrics as well as other factors.
  • project data 102 may also be stored employing other data organization techniques, including but limited to flat files, hierarchical databases and the like.
  • historic data are also stored and maintained for some or all of the metrics for which data are being stored.
  • user annotations for all or selected ones of the metrics are also stored.
  • the data to be stored, and whether historical and/or annotations are to be stored are user defined.
  • the user definition may be provided through any one of a number of "input dialogues" known in the art.
  • FIGS. 3a-3c illustrate a dashboard, a scorecard, and an investment map of Fig. 1 in further detail, in accordance with one embodiment each.
  • dashboard 122 is designed to assist a project manager in managing a project.
  • dashboard 122 includes a number of graphical depictions 302a-302d for a number of aspects of a project (as indicated by one or more of the earlier described performance metrics).
  • the graphical depictions 302a-302d may include the illustrated non-linear graph 302a, histogram 302b, pie chart 302c, linear graphs 302d, as well as other depictions.
  • the various graphical depictions 302a-302d are "tiled" in the illustrated presentation. In other embodiments, the graphical depictions 302a-302d are arranged in a cascaded overlapping manner instead. Further, a dashboard 122 may present graphical depictions for multiple projects instead.
  • a project manager may select the subject matters (i.e. the projects and their performance metrics/categories) to be graphically depicted, the graphical depictions to be employed, as well as the manner in which the graphical depictions are to be presented. These selections may be specified by the project manager through any one of a number of "selection dialogues" known in the art.
  • scorecard 124 is designed to assist a portfolio manager in managing the portfolio of IT projects he/she is responsible for.
  • each scorecard 124 is a tabular presentation of the present status of each of various projects of a portfolio with regard to various performance indicators. Measurements of the various performance indicators of the projects occupy columns 306 of corresponding rows 304.
  • Each performance indicator may correspond to ⁇ a performance metric or may represent an aggregate, weighted or otherwise, of a number of performance metrics (which may or may not be individually depicted in the subj ect scorecard).
  • the measurements may be advantageously depicted in symbols 308 (in color or otherwise) to enable the current standing of a performance indicator of a project to be easily highlighted for a portfolio manager.
  • corresponding cross project composite measures are automatically computed and presented in columns of a cross project row (the top row, for the illustrated embodiment).
  • the cross project composite measures may be "aggregated” in a weighted or non-weighted manner, as well as presented in symbolic fashion (color or otherwise).
  • the contributing projects for the computation of the cross project composite measures may or may not be part of the subject scorecard.
  • FIG. 3b illustrates a link 350 to an IT management knowledge portal, described later with reference to Figures 9-11.
  • scorecards 124 may be used to present the status of portfolios of portfolios (as opposed to projects) instead. But, for ease of understanding, the remaining description will primarily focus on scorecards 124 being used to present the status of portfolios of projects.
  • a portfolio manager may select the proj ects of a portfolio and the performance indicators of the projects to be included, the manner the performance indicators are to be "aggregated", whether any cross project composite measures are to be computed, the manner in which the cross project composite measures are to be computed, as well as the manner in which the measurements are to be presented. These selections may too be specified by the portfolio manager through any one of a number of "selection dialogues" known in the art.
  • investment maps 126 are designed to assist an IT executive in managing IT investments of his/her enterprise. As shown in Fig.
  • an investment map 126 graphically depicts a selected subset of the IT portfolios in accordance with risk, technology type, their size and their soundness.
  • Each IT portfolio is graphically represented by a "bubble". In alternate embodiments, other graphical representations may be employed instead.
  • the size and soundness of a portfolio are depicted by the size and color of the "bubble".
  • the risk and technology type of the portfolio ' determines the placement of the "bubble", e.g. with risk determining the y-axis value and the technology type determining the x-axis value. In alternate embodiments, the technology type, risk, size and soundness may be conveyed through other visual attributes instead.
  • the portfolios are logically linked to their scorecards 124 to facilitate an IT executive to drill down or focus on a portfolio if necessary.
  • the technology type of each portfolio is characterized by the portfolio manager as being evolutionary in nature, or instrumental in establishing a new computing platform or technologically transforming in nature.
  • the characterization may be accomplished through quantified indices (which in turn are employed to generate the normalized x-coordinates).
  • the risk of each portfolio is characterized by the portfolio manager as being high, medium or low.
  • the characterization may also be accomplished through quantified indices (which in turn are employed to generate the normalized y-coordinates).
  • a portfolio manager also specifies how the size of a portfolio is to be measured, e.g.
  • investment maps 126 may depict the status of a selection of IT portfolios relative to other performance metrics/categories (as opposed to risk, technology type etc.). Again, the performance metrics/categories to be referenced in the depiction of the status of IT portfolios may be user specified, through any one of a number of known "specification dialogues" known in the art.
  • FIGS 4a-4c illustrate the relevant generation operational flows of the dashboard generator/viewer, the scorecard generator/viewer, and investment map generator/viewer of Fig. 1, in accordance with one embodiment each.
  • dashboard generator/viewer 112 upon start of the dashboard generation process for a project, at 402, dashboard generator/viewer 122 selects one of the specified graphs for generation.
  • dashboard generator/viewer 122 generates the selected graph for the specified performance metrics.
  • the manner of generation is graph dependent, i.e. whether it is a histogram or a pie chart and so forth, to be generated. The generation of these types of graphs are known in the art, accordingly will not be further described.
  • dashboard generator/viewer 122 determines if additional graphs are to be generated. If so, dashboard generator/viewer 122 returns to 402, otherwise, dashboard generator/viewer 122 continues at 408, where it arranges the graphs for presentation. For the earlier described embodiment, dashboard generator/viewer 122 places and tiles the generated graphs.
  • scorecard generator/viewer 114 upon start of the scorecard generation process for a portfolio, at 412, scorecard generator/viewer 124 selects one of the project of the portfolio for generation. At 414, scorecard generator/viewer 124 selects one of the specified performance indicators. At 416, scorecard generator/viewer 124 determines the measurement value of the selected performance indicator for the selected project. The manner of determination is performance indicator dependent. For some performance indicators, the determination may simply involve determining whether a performance metric is higher or lower than a threshold value, for others, the determination may involve any one of a number of intermediate computations such as additions, subtractions, multiplications or divisions known in the art.
  • scorecard generator/viewer 124 determines if measurement values for additional performance indicators are to be determined. If so, scorecard generator/viewer 124 returns to 414, otherwise, scorecard generator/viewer 124 continues at 420. At 420, scorecard generator/viewer 124 determines if the portfolio has additional projects to be processed. If so, scorecard generator/viewer 124 returns to 412, otherwise, scorecard generator/viewer 124 continues at 422. At 422, scorecard generator/viewer 124 determines the cross project measure values for applicable ones of the performance indicators. Finally, at 424, scorecard generator/viewer 124 displays the generated scorecard.
  • map generator/viewer 126 upon start of the map generation process, at 432, map generator/viewer 126 selects one of the portfolios for generation. At 434, map generator/viewer 126 selects a project of the selected portfolio. At 436, map generator/viewer 126 "aggregates" the performance metric values for the selected project. The manner of “aggregation” is performance metrics dependent. For some performance metrics, the “aggregation” may simply involve summation of performance metric values, for others, the “aggregation” may involve a number of intermediate transformation or normalization operations known in the art.
  • map generator/viewer 126 determines if the selected portfolio has more projects to be processed. If so, map generator/viewer 126 returns to 434, otherwise, map generator/viewer 126 continues at 440.
  • map generator/viewer 126 determines color of the bubble representation, to appropriately represent the soundness of the portfolio. Additionally, map generator/viewer 126 determines the size of the bubble representation, to appropriately represent the total investment of the portfolio, as well as the proper placement of the bubble representation, to appropriately depict the technology type and risk associated with the portfolio.
  • map generator/viewer 126 determines if additional portfolios are to be processed.
  • map generator/viewer 126 returns to 432, otherwise map generator/viewer 126 continues at 444, and displays the generated map.
  • Figures 5a-5b illustrate the relevant viewing operational flows of the scorecard generator/viewer and investment map generator/viewer of Fig. 1, in accordance with one embodiment each.
  • map generator/viewer 116 upon being notified of the selection of a portfolio by a user (e.g. by way of clicking on the bubble representation using a cursor control device such as a mouse), map generator/viewer 116 determines the identity of the selected portfolio, 502.
  • map generator/viewer 116 Upon determining the identity of the selected portfolio, at 504, map generator/viewer 116 invokes scorecard generator/viewer 114 to display the scorecard for the selected portfolio, thereby facilitating an IT executive in drilling down and focusing on a portfolio of interest.
  • scorecard generator/viewer 114 upon being notified of the selection of a project by a user (e.g. by way of clicking on the row of a project using a cursor control device such as a mouse), scorecard generator/viewer 114 determines the identity of the selected project, 512. Upon determining the identity of the selected project, at 514, scorecard generator/viewer 114 invokes dashboard generator/viewer 112 to display the dashboard for the selected project, thereby facilitating an IT executive/a portfolio manager in drilling down and focusing on a project of interest.
  • Figure 6 illustrates a network environment suitable for implementing certain aspects of the invention, in accordance with one embodiment.
  • network environment 600 includes data server 602, IT executive computing device 604, portfolio manager computing devices 606, and project manager computing devices 608.
  • Server 602 and computing devices 604-608 are coupled to each other via networking fabric 610. Further, server 602 and computing devices 604-608 are incorporated with the earlier described teachings of the present invention. More particularly, server 602 is employed to store project data 102, and provided with dashboard, scorecard and investment map generator/viewer 112-116 to facilitate generation and viewing of the earlier described dashboards, scorecards and investment map for an enterprise, by IT executives, portfolio managers, and project managers as described earlier, using computing devices 604-608.
  • Server 602 is intended to represent one or more servers coupled to each other through a local or a wide area network.
  • dashboard, scorecard and investment map generator/viewer 112-116 may execute exclusively on server 602 with the results transmitted to display on computing devices 604-608 through networking fabric 610. In other embodiments, part or all of dashboard, scorecard and investment map generator/viewer 112-116 may be executed on computing devices 604-608 instead. Further, there may be more than one executive computing device 604, as well as having computing devices that serve as a computing device with more than one role, e.g. for an IT executive as well as a portfolio manager or a project manager.
  • Networking fabric 610 is intended to represent a wide range of interconnected private and public networks, each constituted with networking equipment such as gateways, switches, routers and the like, such as the Internet.
  • Figure 7 illustrates a computer system suitable for use as either server 602 or computing devices 604-608 of Fig. 6 in accordance with one embodiment.
  • computer system 700 includes one or more processors 702 (typically depending on whether it is used as server 602 or one of computing devices 604-608) and system memory 704. Additionally, computer system 700 includes mass storage devices 706 (such as diskette, hard drive, CDROM and so forth), input/output devices 708 (such as keyboard, cursor control and so forth) and communication interfaces 710 (such as network interface cards, modems and so forth).
  • the elements are coupled to each other via system bus 712, which represents one or more buses. In the case of multiple buses, they are bridged by one or more bus bridges (not shown).
  • system memory 704 and mass storage 706 are employed to store a working copy and a permanent copy of the programming instructions implementing the teachings of the present invention.
  • the permanent copy of the programming instructions may be loaded into mass storage 706 in the factory, or in the field, as described earlier, through a distribution medium (not shown) or through communication interface 710 (from a distribution server (not shown).
  • the constitution of these elements 702-712 are known, and accordingly will not be further described.
  • the present invention includes IT management practice knowledge portal 1002 and IT management practice knowledge associates 1004 jointly provisioning IT management practice information pages 1014 and 1020 to assist users of IT management application 1010 to determine corrective actions for identified IT portfolio/project problems.
  • IT management practice knowledge portal 1002 provisions "basis" information pages 1014 associated with various IT management practice issues for retrieval.
  • IT management practice knowledge associates 1004 having further contribution in areas of their expertise, provision their corresponding "expert" information pages 1020 associated with IT management practice issues of their expertise, and associate "expert" information pages 1020 with "basis” information pages 1014 to facilitate their retrieval.
  • Certain management functions or features of IT management application 1010 are associated with "basis" information pages 1014 to make possible for users of these management features to determine corrective actions to the identified problems using IT management practice information provided by selected ones of "basis" information pages 1014 as well as "expert" information pages 1020.
  • Knowledge portal 1002 knowledge associates 1004 (also referred to at times as knowledge associates' servers), and IT managers 1006 (or IT managers' computing devices) are coupled to each other via networking fabric 1008.
  • Knowledge portal 1002 includes in particular "basis" information pages 1014 for various IT management key performance issues.
  • Each "basis” information page 1014 includes basic information 1016 for one or more key performance issues, and links 1018 to "expert” information pages 1020.
  • Knowledge portal 1002 also includes an interface (not shown) for knowledge associates 1004 to associate their "expert" information pages 1020 for the areas of their expertise with "basis" information pages 1014.
  • knowledge portal 1002 may otherwise constituted, i.e. implemented, as other content and/or e-commerce portals known in the art. Accordingly, except for "basis" information pages 1014, association of "expert” information pages 1020, and delivery of both types of information pages, knowledge portal 1002 will not be otherwise further described.
  • Each knowledge associate 1004 includes in particular, "expert" information pages 1020 for certain IT management practice issues in the associate's area of expertise, e.g. pre-launch function definition, design techniques, defect removals, and the like. Except for the nature of information pages 1020, and the manner they are delivered in collaboration with knowledge portal 1002 and IT management application 1010, knowledge associates 1004 may otherwise be constituted, i.e. implemented, as other content and/or e-commerce servers known in the art. Accordingly, except for "expert" information pages 1020, association with "basis" information pages 1014, and their delivery, knowledge associates 1004 will not be otherwise further described either.
  • IT managers 1006 include in particular, IT management application 1010 to facilitate IT managers in tracking and monitoring IT portfolios and projects.
  • IT management application 1010 includes in particular management features for IT managers to selectively access key performance indicators or issues.
  • these management features include enhanced scorecards 1012 where selected ones of key performance indicators are linked to appropriate ones of "basis" information pages 1014 of IT management knowledge portal 1002, which in turn are linked to selected ones of "expert” information pages 1020, as described earlier.
  • scorecard 124 in Figure 3b shows a link 350 from key performance indicator KPC-j to the corresponding basis information page at the portal 1002.
  • management features also include "dashboards" and "investment maps” to facilitate IT portfolio and/or project management by IT managers. In these other embodiments, all or selected ones of these other management features,
  • Networking fabric 1008 is intended to represent a broad range of interconnected private and public networks known in the art, each constituted with networking equipment such as gateways, switches, routers and the like, such as the Internet.
  • FIG 9 illustrates an example "basis" information page for a key performance indicator/issue, in accordance with one embodiment.
  • information page for key performance indicator/issue X 1402 includes basic information 1408 on the key performance indicator/issue X, and a list of "expert" associates 1410 for selection by a user of information page 1402.
  • information page 1402 includes the "expert" information page 1412 for the selected "expert” associate.
  • information page 1402 further includes usefulness rating mechanism 1406 for a user of information page 1402 to rate the information page in terms of its usefulness, as well as the aggregate usefulness ratings 1404 given by past users of information page 1402.
  • more or less information may be included with information page 1402, e.g.
  • Figure 10 illustrates an example interface suitable for use by an "expert” associate to associate an "expert” information page for a key performance indicator/issue with the indicator/issue's "basis” information page.
  • interface 1502 includes an area 1504 for an "expert” associate to enter its name and an area 1506 for the "expert” associate to identify the filename containing its icon to be displayed for selection on the corresponding "basis" information page.
  • interface 1502 includes area 1508 for the "expert" associate to enter an identification of a key performance indicator/issue, the "expert" information page is to be associated with, and area 1510 to enter a uniform resource locator (URL) identifying where the "expert" associate's "expert” information page is to be located.
  • URL uniform resource locator
  • Each of the linked “expert” information page may also contain additional links to additional "expert” information pages of the same or other experts.
  • Figure 11 illustrates a method of the present invention, in accordance with one embodiment.
  • IT management application vendor and/or IT key performance indicator/issue "expert” associate “embeds” the earlier described links to "basis” information pages into selected scorecards for selected key performance indicators/issues of the scorecards.
  • IT management application vendor provides an application programming interface (API) to enable "expert” associates to be able to independently provision the links.
  • API application programming interface
  • IT management practice knowledge portal provisions the earlier described "basis” information pages for key performance indicators/issues of interest.
  • IT management practice "expert” associates provision the "expert” information pages, and establish association with the "basis” information pages.
  • IT management/professionals use IT management application to manage IT portfolios/projects, selectively connecting to knowledge portal, and optionally, to selected ones of the "expert" associate servers to retrieve IT management practice information. Accordingly, basic as well as expert IT management practice information may be selectively and conveniently retrieved to assist the IT management/professionals in determining corrective actions for identified problems. The selection and delivery may be effectuated via the example mechanisms earlier described or other technologies and processes of like kind.

Abstract

An information technology (IT) management practice knowledge portal provisions first information pages associated with IT management practices for retrieval. One or more IT management practice knowledge associates provision second information pages associated with IT management practices, and associate the second information pages with the first information pages to facilitate retrieval of the second information pages. Further, management features of an IT management application are associated with the first information pages to enable users of the management features to determine corrective actions to identified problems using IT management practice information provided by selected ones of the first as well as the second information pages.

Description

MANAGING INFORMATION TECHNOLOGY INVESTMENTS AND
DISTRIBUTING IT MANAGEMENT PRACTICE INFORMATION
Related Applications This application claims priority from U.S. Application No. 09/560,670 filed
April 27, 2000, and from U.S. Application No. 09/584,015 filed May 30, 2000.
BACKGROUND OF THE INVENTION 1. Field of the Invention
The present invention relates to the field of information management. More specifically, the present invention relates to management of Information Technology (IT) investments. More specifically, the present invention relates to the distribution of information associated with Information Technology (IT) management practices. 2. Background Information
Ever since the invention of computer, enterprises, business or otherwise, have used computers to improve the productivity of their workers and efficiency of their business operations. Historically, enterprises tended to focus their efforts on a few high priority operation areas, such as financial management, general ledger, payroll and so forth. While these projects were often important, and the investments were not insignificant, the investment often represented only a small portion of the enterprises' investment in infrastructure or research and development, and the overall success of the enterprises were not perceived to be critically dependent on these projects. Accordingly, except perhaps for periodic briefing for management of the organizational units that were directly impacted, senior management were seldom involved, and management of these projects were typically relegated to data processing professionals, and managed in an ad hoc manner.
Over time, continuing advances in computer and other related technology, such as networking and telecommunication, have made it economically as well as technically feasible to make available computing power to virtually every single worker of an enterprise, and support virtually every aspect of an enterprise's operations. As a result, the number as well as the type of applications have broaden, from individual worker productivity, such as word processing, email, and the like, to mission critical operations, such as reservation and flight scheduling in the case of the airline industry. The typical size and scope of many of these applications have also increased. In fact, not only the success of increasing number of conventional business enterprises are increasingly dependent on the success of their IT projects, we have new business enterprises, such as Internet access providers, Internet portals, e-Commerce companies, emerging that are made possible by information technology, which otherwise would not have existed.
With the increase in significance as well as in amount of investment, increasingly senior management of these enterprises are actively involved in the management of their enterprises' investment in IT. Unfortunately, while the significance and the investment in IT have skyrocketed in recent years, little advances have been made in the area of managing IT. Project managers, mid-level managers as well as senior executives continue to rely on a hodgepodge of non-integrated or poorly integrated individual software applications such as spreadsheet and project management applications.
Thus, increasingly there are interest and desire in having automated tools to assist management of all levels to manage these ever more critical IT projects. Additionally, it is further desired that information and knowledge on the best IT management practices be made available to the IT managers and professionals on an as needed, on-demand basis, thereby assisting these IT managers and professionals in making intelligent and timely adjustments and/or corrective actions to effectively address the identified problem areas among IT projects.
SUMMARY OF THE INVENTION
A method and apparatus to facilitate management of IT investments includes, in one embodiment, storing data associated with performance metrics of a number of information technology (IT) projects, generating a number of scorecards for a number of IT portfolios, using the stored data, with each scorecard showing where IT projects of an IT portfolio stand on the performance metrics, and each IT portfolio having a subset of the IT projects. The method/apparatus further includes generating one or more investment maps of the IT portfolios, using also the stored data, with each investment map showing at least where a subset of the IT portfolios stand on a number of performance metrics. The method/apparatus further includes facilitating navigation from an investment map to a corresponding one of the scorecards for a selected IT portfolio by a user of the investment map through selection of a representation of the IT portfolio.
In another embodiment, the method/apparatus further includes generating a number of dashboards for the IT projects, using also the stored data, with each dashboard graphically illustrating one or more aspects of at least one IT project. The method/apparatus further includes facilitating navigation from a scorecard to a corresponding one of the dashboards for a selected IT project by a user of the scorecard through selection of a representation of the IT project.
According to another aspect of the invention, an information technology (IT) management practice knowledge portal provisions first information pages associated with IT management practices for retrieval. One or more IT management practice knowledge associates provision second information pages associated with IT management practices, and associate the second information pages with the first information pages to facilitate retrieval of the second information pages. Further, management features of an IT management application are associated with the first information pages to enable users of the management features to determine corrective actions to identified problems using IT management practice information provided by selected ones of the first as well as the second information pages.
BRIEF DESCRIPTION OF DRAWINGS The present invention will be described by way of exemplary embodiments, but not limitations, illustrated in the accompanying drawings in which like references denote similar elements, and in which:
Figure 1 illustrates an overview of the present invention, in accordance with one embodiment; Figure 2 illustrates an organization of project data of Fig. 1, in accordance with one embodiment;
Figures 3a-3c illustrate the dashboard, the scorecard and the investment map of Fig. 1, in accordance with one embodiment each;
Figures 4a-4c illustrate the relevant operational flows of the dashboard generator/viewer, the scorecard generator/viewer, and the investment map generator/viewer of Fig. 1, in accordance with one embodiment each;
Figures 5a-5b illustrate additional relevant operational flows of the investment map generator/viewer and the scorecard generator/viewer of Fig. 1, in accordance with one embodiment each; Figure 6 illustrates a networking environment suitable for practicing the facilitation of IT management of the present invention, in accordance with one embodiment; and
Figure 7 illustrates a computer system suitable for use as an IT management's computing device or a server of IT management practice knowledge portal/associate server, in accordance with one embodiment.
Figure 8 illustrates an overview of the present invention, in accordance with one embodiment; EDIT **
Figure 9 illustrates an example IT management practice information page of IT management practice knowledge portal of Fig. 1, in accordance with one embodiment; Figure 10 illustrates an interface of IT management practice knowledge portal for an IT management practice knowledge associate to associate its information pages with those of IT management practice knowledge portal, in accordance with one embodiment; and
Figure 11 illustrates a method of the present invention, in accordance with one embodiment.
DETAILED DESCRIPTION OF THE INVENTION In the following description, various aspects of the present invention will be described. However, it will be apparent to those skilled in the art that the present invention may be practiced with only some or all aspects of the present invention. For purposes of explanation, specific numbers, materials and configurations are set forth in order to provide a thorough understanding of the present invention. However, it will also be apparent to one skilled in the art that the present invention may be practiced without the specific details. In other instances, well known features are omitted or simplified in order not to obscure the present invention. Parts of the description will be presented in terms of operations performed by a computer system, using terms such as data, information pages, URLs, links, request, retrieval, and the like, consistent with the manner commonly employed by those skilled in the art to convey the substance of their work to others skilled in the art. As well understood by those skilled in the art, these quantities take the form of electrical, magnetic, or optical signals capable of being stored, transferred, combined, and otherwise manipulated through mechanical and electrical components of the computer system. Further, the term computer system include general purpose as well as special purpose data processing machines, systems, and the like, that are standalone, adjunct or embedded.
Various operations will be described as multiple discrete steps in turn, in a manner that is most helpful in understanding the present invention, however, the order of description should not be construed as to imply that these operations are necessarily order dependent. In particular, these operations need not be performed in the order of presentation.
Referring now Figure 1, wherein a block diagram illustrating the integrated facilitation of IT management of the present invention, in accordance with one embodiment, is shown. As illustrated, in accordance with the present invention, data associated with IT projects 102 are collected and stored. More particularly, as will described in more detail below, project data 102 are associated with a number of performance metrics of IT projects. Also illustrated, in accordance with the present invention, "integrated" dashboard generator/viewer 112, scorecard generator/viewer 114 and investment map generator/viewer 116 are provided to generate IT project dashboards 122, IT portfolio scorecards 124 and IT investment mapsmap 126 respectively. IT project dashboards 122 are designed to assist IT project managers to manage their respective projects, whereas IT portfolio scorecards 124 are designed to assist "mid-level" IT portfolio mangers to manage their respective IT portfolios. IT investment map 126 in turn are designed to assist an IT executive (or its business partners) to manage the entire IT investment of his/her enterprise. More particularly, project dashboards 122, portfolio scoreboards 124 and investment maps 126 are logically integrated (as denoted by arrows 132 and 134) to facilitate more in-depth understanding of issues surfaced by investment maps 126 and by scorecards 124. Figure 2 illustrates an organization of project data 102 in accordance with one embodiment. As alluded to earlier, in accordance with the present invention, project data 102 are associated with performance metrics designed to show where IT projects stand. In one embodiment, the performance metrics are key performance categories (KPC). In one embodiment, these performance metrics (or KPC) include budget metrics, staffing metrics, project size and quality metrics, and progress metrics. In one embodiment, the budget metrics include expense to budget ratios for a number of expense categories, such as personnel expenses, overhead expenses and the like. In another embodiment, the staffing metrics include current staffing level to staffing requirement ratios for a number of staffing categories, such as senior analysts, software engineers with web design skills, software engineers with C++ programming skills, engineers with networking skills and the like. In yet another embodiment, project size and quality metrics include metrics measuring the quantity of code and documentation being developed, the amount of defects encountered or removed from these code and documentation. In yet another embodiment, the progress metrics includes metrics measuring a number of task completion to schedule milestone indicators for a number of project phases, e.g. feasibility phase, design phase, unit test phase, functional test phase and system test phase. In alternate embodiments, data may also be stored for other performance metrics (or KPC) in addition to or in lieu of some or all of the above enumerated example metrics/categories .
For the illustrated embodiment, project data 102 are stored in tables 202 of a relational database, with each table storing a subset of the data (in columns) for a subset of the projects (in rows). The data may be organized into the various tables in any one of a number of application dependent manner, taking into consideration the number projects, the number of performance metrics as well as other factors. In alternate embodiments, project data 102 may also be stored employing other data organization techniques, including but limited to flat files, hierarchical databases and the like. In one embodiment, historic data are also stored and maintained for some or all of the metrics for which data are being stored. In one embodiment, user annotations for all or selected ones of the metrics are also stored.
In one embodiment, the data to be stored, and whether historical and/or annotations are to be stored, are user defined. The user definition may be provided through any one of a number of "input dialogues" known in the art.
Figures 3a-3c illustrate a dashboard, a scorecard, and an investment map of Fig. 1 in further detail, in accordance with one embodiment each. As described earlier, dashboard 122 is designed to assist a project manager in managing a project. As shown in Fig. 3a, for the illustrated embodiment, dashboard 122 includes a number of graphical depictions 302a-302d for a number of aspects of a project (as indicated by one or more of the earlier described performance metrics). The graphical depictions 302a-302d may include the illustrated non-linear graph 302a, histogram 302b, pie chart 302c, linear graphs 302d, as well as other depictions. The various graphical depictions 302a-302d are "tiled" in the illustrated presentation. In other embodiments, the graphical depictions 302a-302d are arranged in a cascaded overlapping manner instead. Further, a dashboard 122 may present graphical depictions for multiple projects instead.
In a preferred one of the embodiments, a project manager may select the subject matters (i.e. the projects and their performance metrics/categories) to be graphically depicted, the graphical depictions to be employed, as well as the manner in which the graphical depictions are to be presented. These selections may be specified by the project manager through any one of a number of "selection dialogues" known in the art.
As described earlier, scorecard 124 is designed to assist a portfolio manager in managing the portfolio of IT projects he/she is responsible for. As shown in Fig. 3b, for the illustrated embodiment, each scorecard 124 is a tabular presentation of the present status of each of various projects of a portfolio with regard to various performance indicators. Measurements of the various performance indicators of the projects occupy columns 306 of corresponding rows 304. Each performance indicator may correspond to a performance metric or may represent an aggregate, weighted or otherwise, of a number of performance metrics (which may or may not be individually depicted in the subj ect scorecard). Additionally, in lieu of conventional numerical and/or textual presentation, the measurements may be advantageously depicted in symbols 308 (in color or otherwise) to enable the current standing of a performance indicator of a project to be easily highlighted for a portfolio manager. Furthermore, for selected ones of the performance indicators, corresponding cross project composite measures are automatically computed and presented in columns of a cross project row (the top row, for the illustrated embodiment). Likewise, the cross project composite measures may be "aggregated" in a weighted or non-weighted manner, as well as presented in symbolic fashion (color or otherwise). Similarly, the contributing projects for the computation of the cross project composite measures may or may not be part of the subject scorecard. Most importantly, the presented projects are logically linked to their respective dashboards 122, to facilitate a portfolio manager to drill down or focus on a project if necessary. Additionally, Figure 3b illustrates a link 350 to an IT management knowledge portal, described later with reference to Figures 9-11. In one embodiment, scorecards 124 may be used to present the status of portfolios of portfolios (as opposed to projects) instead. But, for ease of understanding, the remaining description will primarily focus on scorecards 124 being used to present the status of portfolios of projects.
Similar to dashboard 122, in a preferred one of the embodiments, a portfolio manager may select the proj ects of a portfolio and the performance indicators of the projects to be included, the manner the performance indicators are to be "aggregated", whether any cross project composite measures are to be computed, the manner in which the cross project composite measures are to be computed, as well as the manner in which the measurements are to be presented. These selections may too be specified by the portfolio manager through any one of a number of "selection dialogues" known in the art. As also described earlier, investment maps 126 are designed to assist an IT executive in managing IT investments of his/her enterprise. As shown in Fig. 3c, for the illustrated embodiment, an investment map 126 graphically depicts a selected subset of the IT portfolios in accordance with risk, technology type, their size and their soundness. Each IT portfolio is graphically represented by a "bubble". In alternate embodiments, other graphical representations may be employed instead. The size and soundness of a portfolio are depicted by the size and color of the "bubble". The risk and technology type of the portfolio' determines the placement of the "bubble", e.g. with risk determining the y-axis value and the technology type determining the x-axis value. In alternate embodiments, the technology type, risk, size and soundness may be conveyed through other visual attributes instead. Again, most importantly, the portfolios are logically linked to their scorecards 124 to facilitate an IT executive to drill down or focus on a portfolio if necessary.
In one embodiment, the technology type of each portfolio is characterized by the portfolio manager as being evolutionary in nature, or instrumental in establishing a new computing platform or technologically transforming in nature. In one embodiment, the characterization may be accomplished through quantified indices (which in turn are employed to generate the normalized x-coordinates). Similarly, the risk of each portfolio is characterized by the portfolio manager as being high, medium or low. In one embodiment, the characterization may also be accomplished through quantified indices (which in turn are employed to generate the normalized y-coordinates). In like manner, a portfolio manager also specifies how the size of a portfolio is to be measured, e.g. in terms of total dollars budgeted, total staffing, total number of lines of code to be written and so forth, as well as how "soundness" of a portfolio is to be measured, e.g. by the number of critical performance indicators in an "alert" state, or by the number of projects having at least one critical performance indicators in the "alert" state, or both. These specifications may too be made by the portfolio managers through any one of a number of "selection dialogues" known in the art.
In alternate embodiments, investment maps 126 may depict the status of a selection of IT portfolios relative to other performance metrics/categories (as opposed to risk, technology type etc.). Again, the performance metrics/categories to be referenced in the depiction of the status of IT portfolios may be user specified, through any one of a number of known "specification dialogues" known in the art.
Figures 4a-4c illustrate the relevant generation operational flows of the dashboard generator/viewer, the scorecard generator/viewer, and investment map generator/viewer of Fig. 1, in accordance with one embodiment each. As illustrated by Fig. 4a, for dashboard generator/viewer 112, upon start of the dashboard generation process for a project, at 402, dashboard generator/viewer 122 selects one of the specified graphs for generation. At 404, dashboard generator/viewer 122 generates the selected graph for the specified performance metrics. The manner of generation is graph dependent, i.e. whether it is a histogram or a pie chart and so forth, to be generated. The generation of these types of graphs are known in the art, accordingly will not be further described. At 406, upon generation of the selected graph, dashboard generator/viewer 122 determines if additional graphs are to be generated. If so, dashboard generator/viewer 122 returns to 402, otherwise, dashboard generator/viewer 122 continues at 408, where it arranges the graphs for presentation. For the earlier described embodiment, dashboard generator/viewer 122 places and tiles the generated graphs.
As illustrated by Fig. 4b, for scorecard generator/viewer 114, upon start of the scorecard generation process for a portfolio, at 412, scorecard generator/viewer 124 selects one of the project of the portfolio for generation. At 414, scorecard generator/viewer 124 selects one of the specified performance indicators. At 416, scorecard generator/viewer 124 determines the measurement value of the selected performance indicator for the selected project. The manner of determination is performance indicator dependent. For some performance indicators, the determination may simply involve determining whether a performance metric is higher or lower than a threshold value, for others, the determination may involve any one of a number of intermediate computations such as additions, subtractions, multiplications or divisions known in the art. At 418, upon determining the measurement value of a performance indicator for a project, scorecard generator/viewer 124 determines if measurement values for additional performance indicators are to be determined. If so, scorecard generator/viewer 124 returns to 414, otherwise, scorecard generator/viewer 124 continues at 420. At 420, scorecard generator/viewer 124 determines if the portfolio has additional projects to be processed. If so, scorecard generator/viewer 124 returns to 412, otherwise, scorecard generator/viewer 124 continues at 422. At 422, scorecard generator/viewer 124 determines the cross project measure values for applicable ones of the performance indicators. Finally, at 424, scorecard generator/viewer 124 displays the generated scorecard.
As illustrated by Fig. 4c, for investment map generator/viewer 114, upon start of the map generation process, at 432, map generator/viewer 126 selects one of the portfolios for generation. At 434, map generator/viewer 126 selects a project of the selected portfolio. At 436, map generator/viewer 126 "aggregates" the performance metric values for the selected project. The manner of "aggregation" is performance metrics dependent. For some performance metrics, the "aggregation" may simply involve summation of performance metric values, for others, the "aggregation" may involve a number of intermediate transformation or normalization operations known in the art. At 438, upon aggregating the performance metrics for a project, map generator/viewer 126 determines if the selected portfolio has more projects to be processed. If so, map generator/viewer 126 returns to 434, otherwise, map generator/viewer 126 continues at 440. At 440, map generator/viewer 126 determines color of the bubble representation, to appropriately represent the soundness of the portfolio. Additionally, map generator/viewer 126 determines the size of the bubble representation, to appropriately represent the total investment of the portfolio, as well as the proper placement of the bubble representation, to appropriately depict the technology type and risk associated with the portfolio. At 442, map generator/viewer 126 determines if additional portfolios are to be processed. If so, map generator/viewer 126 returns to 432, otherwise map generator/viewer 126 continues at 444, and displays the generated map. Figures 5a-5b illustrate the relevant viewing operational flows of the scorecard generator/viewer and investment map generator/viewer of Fig. 1, in accordance with one embodiment each. As illustrated by Fig. 5a, for map generator/viewer 116, upon being notified of the selection of a portfolio by a user (e.g. by way of clicking on the bubble representation using a cursor control device such as a mouse), map generator/viewer 116 determines the identity of the selected portfolio, 502. Upon determining the identity of the selected portfolio, at 504, map generator/viewer 116 invokes scorecard generator/viewer 114 to display the scorecard for the selected portfolio, thereby facilitating an IT executive in drilling down and focusing on a portfolio of interest.
As illustrated by Fig. 5b, for scorecard generator/viewer 114, upon being notified of the selection of a project by a user (e.g. by way of clicking on the row of a project using a cursor control device such as a mouse), scorecard generator/viewer 114 determines the identity of the selected project, 512. Upon determining the identity of the selected project, at 514, scorecard generator/viewer 114 invokes dashboard generator/viewer 112 to display the dashboard for the selected project, thereby facilitating an IT executive/a portfolio manager in drilling down and focusing on a project of interest. Figure 6 illustrates a network environment suitable for implementing certain aspects of the invention, in accordance with one embodiment. As illustrated, network environment 600 includes data server 602, IT executive computing device 604, portfolio manager computing devices 606, and project manager computing devices 608. Server 602 and computing devices 604-608 are coupled to each other via networking fabric 610. Further, server 602 and computing devices 604-608 are incorporated with the earlier described teachings of the present invention. More particularly, server 602 is employed to store project data 102, and provided with dashboard, scorecard and investment map generator/viewer 112-116 to facilitate generation and viewing of the earlier described dashboards, scorecards and investment map for an enterprise, by IT executives, portfolio managers, and project managers as described earlier, using computing devices 604-608. Server 602 is intended to represent one or more servers coupled to each other through a local or a wide area network. In one embodiment, dashboard, scorecard and investment map generator/viewer 112-116 may execute exclusively on server 602 with the results transmitted to display on computing devices 604-608 through networking fabric 610. In other embodiments, part or all of dashboard, scorecard and investment map generator/viewer 112-116 may be executed on computing devices 604-608 instead. Further, there may be more than one executive computing device 604, as well as having computing devices that serve as a computing device with more than one role, e.g. for an IT executive as well as a portfolio manager or a project manager. Networking fabric 610 is intended to represent a wide range of interconnected private and public networks, each constituted with networking equipment such as gateways, switches, routers and the like, such as the Internet.
Figure 7 illustrates a computer system suitable for use as either server 602 or computing devices 604-608 of Fig. 6 in accordance with one embodiment. As shown, computer system 700 includes one or more processors 702 (typically depending on whether it is used as server 602 or one of computing devices 604-608) and system memory 704. Additionally, computer system 700 includes mass storage devices 706 (such as diskette, hard drive, CDROM and so forth), input/output devices 708 (such as keyboard, cursor control and so forth) and communication interfaces 710 (such as network interface cards, modems and so forth). The elements are coupled to each other via system bus 712, which represents one or more buses. In the case of multiple buses, they are bridged by one or more bus bridges (not shown). Each of these elements perform its conventional functions known in the art. In particular, system memory 704 and mass storage 706 are employed to store a working copy and a permanent copy of the programming instructions implementing the teachings of the present invention. The permanent copy of the programming instructions may be loaded into mass storage 706 in the factory, or in the field, as described earlier, through a distribution medium (not shown) or through communication interface 710 (from a distribution server (not shown). The constitution of these elements 702-712 are known, and accordingly will not be further described.
Referring now to Figure 8, the present invention includes IT management practice knowledge portal 1002 and IT management practice knowledge associates 1004 jointly provisioning IT management practice information pages 1014 and 1020 to assist users of IT management application 1010 to determine corrective actions for identified IT portfolio/project problems. As will be described more fully below, IT management practice knowledge portal 1002 provisions "basis" information pages 1014 associated with various IT management practice issues for retrieval. IT management practice knowledge associates 1004, having further contribution in areas of their expertise, provision their corresponding "expert" information pages 1020 associated with IT management practice issues of their expertise, and associate "expert" information pages 1020 with "basis" information pages 1014 to facilitate their retrieval. Certain management functions or features of IT management application 1010 are associated with "basis" information pages 1014 to make possible for users of these management features to determine corrective actions to the identified problems using IT management practice information provided by selected ones of "basis" information pages 1014 as well as "expert" information pages 1020.
Those skilled in the art will appreciate that the present invention significantly improves collaboration among experts in provisioning information on key IT management practice issues, and the distribution of these information, making them conveniently available to IT managers and professionals, for use and application to addressing real IT portfolio/proj ect management problems.
As illustrated, knowledge portal 1002, knowledge associates 1004 (also referred to at times as knowledge associates' servers), and IT managers 1006 (or IT managers' computing devices) are coupled to each other via networking fabric 1008. Knowledge portal 1002 includes in particular "basis" information pages 1014 for various IT management key performance issues. Each "basis" information page 1014 includes basic information 1016 for one or more key performance issues, and links 1018 to "expert" information pages 1020. Knowledge portal 1002 also includes an interface (not shown) for knowledge associates 1004 to associate their "expert" information pages 1020 for the areas of their expertise with "basis" information pages 1014. Except for the nature of these information pages, and the interface, as well as the manner in which knowledge portal 1002 is used to facilitate collaboration in the provisioning and distribution of IT management practice related information, knowledge portal 1002 may otherwise constituted, i.e. implemented, as other content and/or e-commerce portals known in the art. Accordingly, except for "basis" information pages 1014, association of "expert" information pages 1020, and delivery of both types of information pages, knowledge portal 1002 will not be otherwise further described.
Each knowledge associate 1004 includes in particular, "expert" information pages 1020 for certain IT management practice issues in the associate's area of expertise, e.g. pre-launch function definition, design techniques, defect removals, and the like. Except for the nature of information pages 1020, and the manner they are delivered in collaboration with knowledge portal 1002 and IT management application 1010, knowledge associates 1004 may otherwise be constituted, i.e. implemented, as other content and/or e-commerce servers known in the art. Accordingly, except for "expert" information pages 1020, association with "basis" information pages 1014, and their delivery, knowledge associates 1004 will not be otherwise further described either.
IT managers 1006 (or their computing devices) include in particular, IT management application 1010 to facilitate IT managers in tracking and monitoring IT portfolios and projects. As described earlier, IT management application 1010 includes in particular management features for IT managers to selectively access key performance indicators or issues. For the illustrated embodiment, these management features include enhanced scorecards 1012 where selected ones of key performance indicators are linked to appropriate ones of "basis" information pages 1014 of IT management knowledge portal 1002, which in turn are linked to selected ones of "expert" information pages 1020, as described earlier. To illustrate, scorecard 124 in Figure 3b shows a link 350 from key performance indicator KPC-j to the corresponding basis information page at the portal 1002. In one embodiment, management features also include "dashboards" and "investment maps" to facilitate IT portfolio and/or project management by IT managers. In these other embodiments, all or selected ones of these other management features,
"dashboards", "investment maps" and the like, may likewise be enhanced to include links to the management knowledge portal. Networking fabric 1008 is intended to represent a broad range of interconnected private and public networks known in the art, each constituted with networking equipment such as gateways, switches, routers and the like, such as the Internet.
Figure 9 illustrates an example "basis" information page for a key performance indicator/issue, in accordance with one embodiment. As illustrated, for the embodiment, information page for key performance indicator/issue X 1402 includes basic information 1408 on the key performance indicator/issue X, and a list of "expert" associates 1410 for selection by a user of information page 1402. Further, information page 1402 includes the "expert" information page 1412 for the selected "expert" associate. For the embodiment, information page 1402 further includes usefulness rating mechanism 1406 for a user of information page 1402 to rate the information page in terms of its usefulness, as well as the aggregate usefulness ratings 1404 given by past users of information page 1402. In alternate embodiment, more or less information may be included with information page 1402, e.g. other forms of interactive ratings, feedback, discussion and/or collaboration mechanisms. Figure 10 illustrates an example interface suitable for use by an "expert" associate to associate an "expert" information page for a key performance indicator/issue with the indicator/issue's "basis" information page. As illustrated, for the embodiment, interface 1502 includes an area 1504 for an "expert" associate to enter its name and an area 1506 for the "expert" associate to identify the filename containing its icon to be displayed for selection on the corresponding "basis" information page. Further, interface 1502 includes area 1508 for the "expert" associate to enter an identification of a key performance indicator/issue, the "expert" information page is to be associated with, and area 1510 to enter a uniform resource locator (URL) identifying where the "expert" associate's "expert" information page is to be located. Each of the linked "expert" information page may also contain additional links to additional "expert" information pages of the same or other experts. In alternate embodiments, other fields and/or features may also be included. Figure 11 illustrates a method of the present invention, in accordance with one embodiment. As illustrated, at 1602, IT management application vendor and/or IT key performance indicator/issue "expert" associate "embeds" the earlier described links to "basis" information pages into selected scorecards for selected key performance indicators/issues of the scorecards. In one embodiment, IT management application vendor provides an application programming interface (API) to enable "expert" associates to be able to independently provision the links. At 1604, IT management practice knowledge portal provisions the earlier described "basis" information pages for key performance indicators/issues of interest. At 1606, IT management practice "expert" associates provision the "expert" information pages, and establish association with the "basis" information pages. At 1608, IT management/professionals use IT management application to manage IT portfolios/projects, selectively connecting to knowledge portal, and optionally, to selected ones of the "expert" associate servers to retrieve IT management practice information. Accordingly, basic as well as expert IT management practice information may be selectively and conveniently retrieved to assist the IT management/professionals in determining corrective actions for identified problems. The selection and delivery may be effectuated via the example mechanisms earlier described or other technologies and processes of like kind.
Thus, a novel method and apparatus for managing IT projects and for distributing IT management practice information has been described. While the present invention has been described in teπns of the above illustrated embodiments, those skilled in the art will recognize that the invention is not limited to the embodiments described. The present invention can be practiced with modification and alteration within the spirit and scope of the appended claims. For example, in addition to the above described dashboard, scorecard and investment map, the present invention may also be practiced with a "management notebook" encapsulating the various project data for a project manager, and navigationally coupling e.g. the dashboards to these "management notebooks". The description is thus to be regarded as illustrative instead of restrictive on the present invention.

Claims

What is claimed is: l. A method comprising: an information technology (IT) management practice knowledge portal provisioning first information pages associated with IT management practices for retrieval; one or more IT management practice knowledge associates provisioning second information pages associated with IT management practices, and associating said second information pages with said first information pages to facilitate retrieval of said second information pages; and associating management features of an IT management application with said first information pages to enable users of the management features to determine corrective actions to identified problems using IT management practice information provided by said first and second information pages.
2. The method of claim 1 , wherein said provisioning of first information pages by said IT management practice knowledge portal comprises provisioning of information pages for a plurality of key performance issues associated with IT management.
3. The method of claim 1 , wherein said provisioning of second information pages by said one or more IT management practice knowledge associates comprises provisioning of information pages for a plurality of key performance issues associated with IT management.
4. The method of claim 1 , wherein said provisioning of second information pages by said one or more IT management practice knowledge associates comprises identifying to said IT management practice knowledge portal said associates, key IT management performance issues said second information pages are associated with, and uniform resource locators of said second information pages.
5. The method of claim 1 , wherein said associating of management features of an IT management application with said first information pages comprises associating key performance indicators of scorecards of said IT management application with said first information pages.
6. In an information/knowledge portal, a method comprising: provisioning first information pages associated with information technology (IT) management practices for retrieval; facilitating association of second information pages of one or more IT management practice knowledge associates with said first information pages to facilitate retrieval of said second information pages; receiving a request from a management feature of an IT management application for a selected one of said first information pages; and returning said requested one of said first information pages along with identification information of said IT management practice knowledge associates having associated second information pages with the requested one of the first information page.
7. The method of claim 6, wherein said provisioning of first information pages comprises provisioning of information pages for a plurality of key performance issues associated with IT management.
8. The method of claim 6, wherein said facilitating of provisioning of second information pages by said one or more IT management practice knowledge associates comprises facilitating provisioning of information pages for a plurality of key performance issues associated with IT management.
9. The method of claim 6, wherein said facilitating of provisioning of second information pages by said one or more IT management practice knowledge associates comprises facilitating identification to said information/knowledge portal said associates, key IT management performance issues said second information pages are associated with, and uniform resource locators of said second information pages.
10. The method of claim 6, wherein said receiving of a request comprises receiving a request from a scorecard of said IT management application for selected one of said first information pages associated with a key performance issue associated with IT management.
11. An apparatus comprising: one or more storage medium having stored therein first information pages associated with information technology (IT) management practices for retrieval; first programming instructions to facilitate association of second information pages of one or more IT management practice knowledge associates with said first information pages to facilitate retrieval of said second information pages, second programming instructions to receive a request from a management feature of an IT management application for a selected one of said first information pages, and third programming instructions to return said requested one of said first information pages along with identification information of said IT management practice knowledge associates having associated second information pages with the requested one of the first information page; and at least one processor coupled to the one or more storage medium to execute said first, second and third programming instructions.
12. The apparatus of claim 11, wherein said first information pages comprises information pages of a plurality of key performance issues associated with IT management.
13. The apparatus of claim 11 , wherein first programming instructions are designed to facilitate provisioning of information pages for a plurality of key performance issues associated with IT management.
14. The apparatus of claim 11, wherein said first programming instructions are designed to facilitate identification to said information/knowledge portal said associates, key IT management performance issues said second information pages are associated with, and uniform resource locators of said second information pages.
15. The apparatus of claim 11, wherein said second programming instructions are designed to receive a request from a scorecard of said IT management application for selected one of said first information pages associated with a key performance issue associated with IT management.
16. A method comprising: rendering a scorecard of an information technology (IT) management application for a plurality of IT portfolios/projects, including a plurality of key performance indicators indicating status/performance of the portfolios/projects on a plurality of key performance issue, wherein selected ones of said key performance indicators include links to first information pages of an IT management practice knowledge portal, the first information pages being associated with the selected ones of said key performance indicators; receiving a selection of one of said key performance indicators of said scorecard; and retrieving, in response, from said IT management practice knowledge portal, an associated one of said first information pages.
17. The method of claim 16, wherein said method further comprises receiving said retrieved one of said first information pages along with a plurality of identifiers of a plurality of IT management practice knowledge associates having associated second information pages of the knowledge associates with said retrieved one of said first information pages; receiving a^selection of one of said knowledge associates having their identifiers retrieved along with the retrieved one of said first information pages; and retrieving, in response, from a corresponding one of said knowledge associates, an associated one of said second information pages.
18. An apparatus comprising: one or more storage medium having stored therein first programming instructions to generate a scorecard for a plurality of IT portfolios/projects, including a plurality of key performance indicators indicating status/performance of the portfolios/projects on a plurality of key performance issues, wherein selected ones of said key performance indicators include links to first information pages of an IT management practice knowledge portal, the first information pages being associated with the selected ones of said key performance indicators, second programming instructions to receive a selection of one of said key performance indicators of said scorecard, and third programming instructions to retrieve, in response, from said IT management practice knowledge portal, an associated one of said first information pages; and at least one processor coupled to the one or more storage medium to execute the first, second and third programming instructions.
19. The apparatus of claim 18, wherein said retrieved one of said first information pages is retrieved along with a plurality of identifiers of a plurality of IT management practice knowledge associates having associated second information pages of the knowledge associates with said retrieved one of said first information pages, and said one or more storage medium further having stored therein fourth programming instructions to receive a selection of one of said knowledge associates having their identifiers retrieved along with the retrieved one of said first information pages, and fifth programming instructions to retrieve, in response, from a corresponding one of said knowledge associates, an associated one of said second information pages.
EP01934910A 2000-04-27 2001-04-26 Managing information technology investments and distributing it management practice information Withdrawn EP1279131A2 (en)

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US560670 2000-04-27
US09/560,670 US6578004B1 (en) 2000-04-27 2000-04-27 Method and apparatus for facilitating management of information technology investment
US09/584,015 US6917921B1 (en) 2000-04-27 2000-05-30 Method and apparatus for distributing it management practice information
US584015 2000-05-30
PCT/US2001/013552 WO2001082199A2 (en) 2000-04-27 2001-04-26 Managing information technology investments and distributing it management practice information

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IL152503A0 (en) 2003-05-29
WO2001082199A8 (en) 2002-03-28
WO2001082199A2 (en) 2001-11-01
AU2001261055B2 (en) 2004-09-30
AU6105501A (en) 2001-11-07
CA2407733A1 (en) 2001-11-01

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