University of Nebraska Omaha IT Academy Seminar on

University of Nebraska Omaha IT Academy Seminar on IT Innovation and Managing New Technologies in a World of i. Pads, Consumerization and Cloud Computing Dr. George Royce Ph. D, PMP University of Nebraska at Omaha groyce@unomaha. edu Website: http: //roycesite. com/george/index. html Also on Linked. IN and Facebook

Agenda Topic Time Welcome and Introductions 8: 00 – 8: 15 Discuss emerging technology patterns – how to identify the patterns and manage the opportunities 8: 15 – 8: 35 Team Activity: Mapping new technologies and their stage of Maturity and present as a team 8: 35 to 9: 00 Discuss the Technology Opportunity Portfolio 9: 00 – 9: 15 Team Activity: Build the beginning of a Technology Opportunity Portfolio for your company 9: 15 – 10: 00 Discuss managing new consumer technology options for use in the enterprise. Discuss planning a pilot in your company – how they differ from traditional projects 10: 00 – 10: 30 Break 10: 30 - 10 -45 Complete discussion of managing new consumer technology and how to plan a pilot 10: 45 – 11: 00 Team Activity: Team selects a new technology and develops a high level plan for piloting the technology and presents to the class for feedback 11: 00 – 11: 30 Teams present POC and Pilot plans to the group 11: 30 – 11: 50 Summary and Wrap-up 11: 50 – 12: 00 2 Dr. George Royce

Definitions • Innovation – The introduction of something new. A new idea, method or device. (Merriam-Webster). • Innovation - The term innovation means a new way of doing something. It may refer to incremental, radical, and revolutionary changes in thinking, products, processes, or organizations. A distinction is typically made between Invention, an idea made manifest, and innovation, ideas applied successfully. (The Truth about Innovation. Mckeown 2008) • Examples include: e. Book readers, i. Tunes and other online music, movie and app stores, What else would you call a recent innovation? 3 Dr. George Royce

Definitions • Emerging Technology – Are science based innovations that have the potential to create a new industry or transform an existing one. They include discontinuous technologies derived from radical innovations. Wharton on Managing Emerging Technologies. George S. Day, Paul Schoemaker. 2000. • Some examples include: genetically modified crops, 3 D printing. What else do you put in this category? 4 Dr. George Royce

Definitions • Definition: Consumerization describes a trend for new information technology to emerge first in the consumer market and then spread into business organizations, resulting in the convergence of the IT and consumer electronics industries, and a shift in IT innovation from large businesses to the home. • The term, consumerization, was first popularized by Douglas Neal and John Taylor of CSC's Leading Edge Forum in 2001. • Examples of consumerization include smart phone technology such as an i. Phone. What are other examples? 5 Dr. George Royce

Thoughts About New and Emerging Technologies • Any sufficiently advanced technology should be indistinguishable from magic. ” Arthur C. Clarke – “Profiles of the Future”, 1962 • Something that does not quite work! • The way you think about innovative technology depends on your age. – Think of Digital Natives verses Digital Immigrants. 6 Dr. George Royce

Definitions • Gartner Hype Cycle - provide a graphic representation of the maturity and adoption of technologies and applications, and how they are potentially relevant to solving real business problems and exploiting new opportunities Sou rce Source: Gartner 7 Dr. George Royce

Technology Trigger • Technology Trigger - A potential technology breakthrough kicks things off. Early proof-of-concept stories and media interest trigger significant publicity. Often no usable products exist and commercial viability is unproven. If anything is available in a alpha stage. 8 Dr. George Royce

Peak of Inflated Expectations • Peak of Inflated Expectations Early publicity produces a number of success stories—often accompanied by scores of failures. Some companies take action; many do not. Public beta and early release products are available. 9 Dr. George Royce

Trough of Disillusionment • Trough of Disillusionment Interest wanes as experiments and implementations fail to deliver. Producers of the technology shake out or fail. Investments continue only if the surviving providers improve their products to the satisfaction of early adopters. 10 Dr. George Royce

Slope of Enlightenment • Slope of Enlightenment - More instances of how the technology can benefit the enterprise start to crystallize and become more widely understood. Second- and third-generation products appear from technology providers. More enterprises fund pilots; conservative companies remain cautious. 11 Dr. George Royce

Plateau of Productivity • Plateau of Productivity - The real world benefits of the technology are demonstrated and accepted. Mainstream adoption starts to take off. Criteria for assessing provider viability are more clearly defined. The technology’s broad market applicability and relevance are clearly paying off. 12 Dr. George Royce

Hype Cycle and Investment Risk Don’t Join in Just Because It’s “In” Visibility +150% Positive Hype Source: Gartner Group Note: Add higher levels of technology risk contingency when implementing a technology earlier in the hype cycle. Negative Hype +100% +50% +10% +25% Don’t Miss Out Just Because It’s “Out” Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Risk Slope of Enlightenment Plateau of Productivity Maturity Type A Companies Type B Companies 13 Type C Companies Dr. George Royce

Team Activity 1: Mapping Technology to the Technology Lifecycle • Directions: 1. Each Team Completes the Technology Lifecycle Mapping Exercise. 2. Identify at least 2 -3 technology or services in the 5 stages of technology maturity: a. b. c. d. e. Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity 3. Build your table on a couple of flip chart pages 4. You all have 10 minutes to identify 10 - 15 products or services– try to get at least a couple in each category • Each team present their findings. 14 Dr. George Royce

Gartner Hype Cycle for Emerging Technology 15 Dr. George Royce

How Trends Affect your IT Vision and Mission External Trends • Technology • Societal • Economic • Competitive • Compliance • Business Relationships Internal Trends • Business/IT Alignment • Cultural • Cost Reduction • Revenue Generation • IT Value • Business Initiatives • Project/Portfolio Optimization IT Vision – create competitive advantage for the company Business Strategy Business Architecture Information Architecture Enterprise Architecture Technical Architecture • Profitable Growth? • Manage Expenses? • Sell more to existing customers? • New Products & Markets? 16 Application Architecture Dr. George Royce

How trends can enable the business Technology Trends Business Trends I/T Can help optimize the enterprise by increasing effectiveness, efficiency and agility Source: Adapted from Forrester 17 Dr. George Royce

Sources for Trends in Technology and Business use of Technologies and Services • Industry and Trade Groups – Websites usually have RSS feeds. Consider using an RSS aggregator on laptop or phone or tablet • Technology Monitoring Services such as Gartner, Forrester, etc… (PS You don’t need to join, you can sign up for videos, podcast and pdfs from a specific 2 -3 seminar for around $600 which gives you much of the research on a topic • Google Alerts you set to monitor articles on emerging trends • Google trends on hot sites, Amazon sales trends, etc… • Sites and sources to consider: • World Future Society • http: //www. kurzweilai. net/ • For consumer technology: This week in Tech, • Social Networking Analysis and trend sites – Facebook, Twitter, etc… • Consumer Technology: This Week in Tech, • What are you favorite sources? 18 Dr. George Royce

The Street Process for Introducing Emerging Technologies Scope Track Rank Evaluate Evangelize Transfer Scope Identify trends to monitor: Based on demand- and supply-side factors: business areas, technology capabilities, external trends that may impact the business Track development: assigned responsibilities, identified sources, a process and format for information gathering, sharing, reporting, storing Rank Prioritize and identify key technologies: High-level criteria for prioritizing technology capabilities; a process, format and frequency for screening and selecting technologies Evaluate Assess value, business and architecture impact: Process and information requirements for indepth evaluation of products to drive a recommendation; testing, POCs, pilots Evangelize Show value and gain support for change: Communicate to business and IT the capabilities of the technology that solve business problems and enable business results Transfer Get change in architecture and roadmaps: A process and tools for updating the architecture and roadmaps, with a defined frequency Source: Gartner 19 Dr. George Royce

A Sample Plan for the Managing Emerging Technologies Evangelize and Transfer Budget Implementation Projects Evaluate Opportunities Identify Trends Rerank Rank Rescope Scope Track Technologies Jan Feb Mar Apr May Jun Jul Aug Sep 20 Oct Nov Dec Jan Feb Mar Dr. George Royce Apr

Stages in the Process Stage Description 1. Monitoring Watching in the press, RSS feeds, Google Notifications, Checking what industry groups and analysts say about technology, service etc… 2. First Look Develop a white paper and perhaps presentation for senior leaders to understand potential and why we should be considering proof of concept or more aggressive action 3. Proof of Concept Sign up for service and try out without any production use or bring in sample of hardware or software to better understand of current capabilities. Discuss future vision of products and services with current vendors 4. Add to Project Backlog Technology or services have shown business value in POC and business is interested in piloting technology. 5. Pilot Project Underway Negotiate the use of the technology for a pilot project to prove the business value. This will likely use live data so contracts and security must be in place before proceeding. At this point we can still back away – business and vendor needs to understand this. 6. Rollout Project Underway Business value has been demonstrated in a pilot and CBA looks good. Time to rollout technology and develop long term support 21 Dr. George Royce

Technology Opportunity Inventory Technology Category Stage Codeless Business Process Modeling Workflow Systems Business Process Automation 5 Pilot Project (or Monitoring, First look, POC, Project on Backlog, Pilot, Rollout) Potential Uses/Benefits Status in the Companies Status outside the Companies Can significantly reduce the time to develop and change an automated workflow process in multiple business areas. Can be used to replace older workflow systems based on older File. Net technology and Lotus Notes technology and provide a simple to integrate web interface. Proof of Concept Competed. Pilot is in planning with identified customers and processes. Being considered by several competitors based on Spring 2011 LOMA Industry meeting Hype Cycle /Maturity of Technology Potential Suppliers Current Activity at Company and Who is Assigned 5. Slope of Enlightenment (or Tech Trigger, Inflated Expectations, Trough of Disillusionment, Slope of Enlightenment, Plateau of Productivity) IBM, Oracle, Tibco 22 Dr. George Royce

Team Activity 2: Building a Technology Opportunity Portfolio with the Business • Directions: 1. Each team downloads the technology opportunity inventory spreadsheet (tech_opportunity_inventory. xlsx) from the IT Academy Resource Website: http: //roycesite. com/itacademy 2. Each Team Completes the 4 -5 rows of the inventory include: 1. Items you or your company should be monitoring 2. Consumer technology that is seeping in the company you will need to consider 3. POC’s, Pilots and projects you are willing to share. • Each team present their findings. 23 Dr. George Royce

Example of a Technology Priority Matrix (sample was done in 2005) Years to Widespread Adoption Benefit Speed and Agility Improve Customer Service Red is production use Current < 2 Years Rules Engine, Scripting Languages Web Services, Light Weight Workflow, EApps, XML Databases Enterprise Service Bus, REST, SOA, Business Process Modeling, Grails, 34 G Wireless, Mashups, Rich Clients, Service Registries, Mobile Applications Complex Event Processing, Lending Services Hub, Electronic Signatures, Idea Marketplaces, Crowdsourcing AJAX, Scripting Languages Virtual Contact Centers, Customer Service Apps, Desktop Integration, Desktop Monitoring, Enterprise Portal Mobile Applications, Natural Speech Recognition, Customer Communication Systems, Federated Identity, Rich Clients Customer Portals 2. 0, Customer Centric Web 24 2 -5 Years 5 - 10 Years Dr. George Royce

Break Time 10: 45 to 10: 55 25 Dr. George Royce

Innovation and the Consumerization of IT 26 Dr. George Royce

Consumerization and User Experience Availability • Impromptu information needs • Demand for instant information availability • Collaboration assumed in both work and social activities Accessibility • Instant on • Long battery life • Device must be ready when the consumer is. Convenience • Expectation that tools will just work • No or minimal training required! (The learning curve is dead) 27 Dr. George Royce

Survey: Consumerization Question 1: Does your company allow your employees to use Skype for personal or business purposes on company owned devices? A. No way! B. Yes, it is used on company owned machines through the company network. C. Only used by executives or other high profile employees. (concierge service) A B C D 28 E Dr. George Royce

Survey: Consumerization Question 2: Does your company allow most if not all employees to access these sites? A. Facebook B. Twitter C. Linked. In D. Youtube A B C 29 D E Dr. George Royce

Survey: Consumerization Question 4: Does your company support the use of personally owned devices such as personally owned Blackberry or i. Phone, i. Pads to synch with the companies email system? A. No Way! B. Yes, it is fully supported. C. Only used by executives or other high profile employees. (concierge service) A B C D 30 E Dr. George Royce

Survey: Consumerization Question 5: Does your company allow the use of personally owned Windows notebook computers at work? A. No Way! B. Yes, it is fully supported. C. Yes, but they can only use guest network. They can get to a desktop device or virtual machine through a VPN. D. Only used by executives or other high profile employees. (concierge service) A B C D 31 E Dr. George Royce

Disruptive Technologies • Clayton M. Christensen describes a DISRUPTIVE TECHNOLOGY as a new technology that unexpectedly displaces an established technology - 1997 book, The Innovator's Dilemma. • Some disruptive technologies have had profound impact on entire industries: • For the publishing world, it was the online book store and the e. Book reader and store. 32 Dr. George Royce

And closer to home - Microcomputers • Some disruptive technologies have had profound impact on entire industries: • Both insurance and banking were significantly impacted with the introduction of the personal computer and personal computing software such as Microsoft Office. We are now experiencing another disruptive technology. 33 Dr. George Royce

Tablet Computers – Disruptive Technology? • Tablet computers have been around for a number of years. • Apple is a master at taking ideas and creating a user experience to reinvent a technology. They have done this with the tablet computer – i. Pad. • The i. Pad combines: – An i. Phone, i. Pod, e-book reader, previous tablet computers and thousands of applications that exploit the technology. • Now many other companies are introducing competing tablets – Android, Black. Berry, Microsoft, etc… 34 Dr. George Royce

Tablet Computers – Disruptive Technology? • Tablet computers are great information consumers. 35 Dr. George Royce

Tablet Computers – Disruptive Technology? • Innovative business applications are being built for this format. 36 Dr. George Royce

Tablet Computers – Disruptive Technology? • Tablet computers are replacing laptops for some functions. Documents Spreadsheets, Presentations, etc. . 37 Dr. George Royce

Tablet Computers and the Sales Professional • All the documents and forms you need at your fingertips. • Great tool for illustrations and proposals - excellent graphics and video capabilities. • A natural tool for an e-application capability. • Supports Webex and other meeting software. • A few sales applications are being developed for tablets and skipping the Windows OS. • Tablets are finally becoming the ideal sales professional tool. 38 Dr. George Royce

How is Mutual of Omaha Responding to Tablet Computers? • • Pilots are underway to understand what they can do today and how we can secure our information on Tablets. Monitoring insurance and banking use of the technology through consultants and monitoring app stores – Apple, Android, Black. Berry, etc… Piloting application development for i. Phone, Android and i. Pad. Using “crowd sourcing” to find out how our employees are using their tablet computers. sixty have signed up for the TUG – Tablet User Group Piloted Good technology for securing manage email, calendaring contact management on i. Phone, i. Pad android devices. Based on Pilot, acquiring technology and developing support. Developing an approach for managing personally owned devices which balances risk and benefits to the company and the employee. Creating recommendations on appropriate uses of a tablet today; it is a rapidly evolving technology. A key part of managing innovative new technology is quickly creating new guideline and procedures for use in your company. 39 Dr. George Royce

Tablet User Group TUG Group shares new uses of this technology and is monitoring new applications and issues with the technology and suggest solutions. 40 Dr. George Royce

Good Technology Project Good allows Mutual of Omaha to support their non-Black. Berry devices with similar Management, Security and Architecture provided to Black. Berry devices. 41 Dr. George Royce

Good Technology Project After the Good software is downloaded, a key will be provided by an I/S associate which activates the software. This will then require a Password on the device. The device owner is responsible for updating the software from the App. Store 42 Dr. George Royce

Good Technology Good Email and Document Viewing 43 Dr. George Royce

Policy on Using Personally Owned Devices for Business Purposes • Mutual has been allowing employees to use personally owned desktop computers and laptops for occasional business use for years. • Most popular today is the use of Citrix over an internet connection to connect to a company owned desktop computer at work. • Some employees also use webmail to check their email. • In the past, employees edited files on those “obsolete” devices called diskettes at home – for instance to prepare a presentation. • Today, the editing and storage of company data files on a personally owned computer requires the use of a company owned, encrypted USB device. • When a file is downloaded from webmail, it needs to be downloaded to the company owned USB drive for editing 44 Dr. George Royce

Policy on Using Personally Owned Devices for Business Purposes • How about personally owned non-PC devices? • Company owned and personally owned Black. Berry's on the company email system must now be encrypted and password protected. Yes, documents can be edited on a Black. Berry device and when the Playbook Tablet arrives, it will probably be more common to edit. • Proposed Policy for the i. Phones and i. Pad devices: • May use these devices for personal calls and personal use within the companies. • May not store the company's proprietary and confidential documents on these devices. • A project to implement a Good technology email, calendaring and contact management client allows the receiving of email on personally owned i. Phones and i. Pad devices. This will mean you can receive company documents of all kinds on these devices but they must stay in the Good encrypted bubble. This will also feature editing of documents and file sharing in the future. 45 Dr. George Royce

Support Models for Tablets, i. Phone Devices Personally Owned • Employee acquires device and carrier support plans and pays for ongoing support. • Employee may acquire the apps of their choice for the device. • If employee has a business reason for using the device they can request software to manage an encrypted location on the device for email, contacts etc… • Employee keeps device up to date using i. Tunes or other stores at home. • Employee must agrees to terms for using the Good Technology Software. Company Car Model • • Company Owned and Supported Devices On rare occasions, for specialized software, the • company may acquire an i. Phone or i. Pad. Employee must use their home PC to upgrade operating systems and add only company authorized apps for business purposes. Employee is responsible for care and upkeep of the device and should use the Applecare for support. When the employee no longer has a need for the device or leaves the company it is returned to I/S. • If lost or stolen, the Good encrypted bubble will be deleted by I/S personnel. 46 This was seriously considered, but the decision was made to not proceed at this time. Reasons include: • Rapidly evolving technology changing every few months. • ITunes must be loaded on company machines. This circumvents data loss software today. • Hard to manage large and frequent upgrades – 1 Gig for each upgrade. Dr. George Royce

Personal Netbooks and Notebooks at Work • Employees can use the guest wireless available today with their personally owned notebook computers. • Employees can use the Citrix Remote Access VPN to connect to their desktops through the guest wireless. • Employees cannot plug into or use the secured wireless network within the companies. 47 Dr. George Royce

Personal Notebooks at Work LAN Connected Company Windows Devices Access Gateway Advanced Edition Web Resources At Home Web Email At Work 48 Dr. George Royce

Tablets Are Evolving Rapidly. We are Early in the Evolution! Steve Balmer • • The Microsoft Surface and the Surface Pro are meeting some tablet users “unmet needs. ” A familiar file system paradigm USB and mouse/pen options - One customers feature is another customers bug! Microsoft Office 13. 49 Dr. George Royce

Have You Checked Out Skydrive Lately? You Can Use Office 13! It also works on Your i. Pad! • Sky. Drive is Microsoft’s Dropbox/Box and Google Docs competitor. • https: //skydrive. live. com/ • It gives you a look at the approach to the public tactics of selling the new Office product AND Office 13 on the web. You can teach an old dog new tricks if you are Google! • Combine Office 13 and the other features of the Surface that Gartner predicts a change in the tablet landscape AGAIN! • How will these products from Microsoft impact your bring your own device program? 50 Dr. George Royce

Discussion • What Consumer Technologies are you seeing in your company? • Examples: • • Consumers devices Video and Audio Conferencing – Skype and others Social networking (consumer and enterprise). Cloud Services? 51 Dr. George Royce

Gartner Hype Cycle for Social Software 52 Dr. George Royce

Gartner Hype Cycle for Social Software 53 Dr. George Royce

Recent and Current POC/Pilots at Mutual of Omaha POC/Pilot Time Frame Status 1. Personally owned device s for email /calendaring clients using Good Technology Jan –Mar 2011 This is now a standard service offering 2. Using Facebook like technology to replace /augment email for team and project collaboration Comparing Jive, IBM Connections and Share. Point 2010/Yammer January – June 2011 Connections adopted and is available to all. Cloud hosted. It is replacing the name and address book for the company (APM but also drive traffic based on TD Bank discussion) 3. Mobile Apps to support Insurance Agents and Brokers June – Dec 2011 Selected apps available – primary strategy is building mobile friendly websites. 54 Dr. George Royce

Planning – Selecting a POC/Pilot Partners Business Sponsor Questions 1. 2. 3. 4. Business Sponsor: CTO / ITSC Business Benefits: Speed project work and reduce need for some meetings. Share competitive information more quickly. Get to decisions faster. What is the willingness of the business partner to take a risk for the potential benefit? This is being discussed and reinforced with partners now! Why do this now? Why not wait? Seeing benefits in the initial Jive Pilot. Need to decide on an enterprise solution now or have multiple system. Business Sponsor Questions 1. 2. 3. What technology or services are you considering? Jive, MS Share. Point 2010, IBM Connections, Yammer, Google Docs/Google+ Where would you place the technology or service in the Gartner Hype Cycle? See the hype cycle on the next page. Short answer – this is not a 20 year decision! What is your assessment of the readiness of the technology or service to deliver the benefits? Jive appears to be delivering the benefits for a small initial pilot 55 Dr. George Royce

Planning – Selecting a POC/Pilot Partners Vendor Questions 1. What vendors will you consider and what vendor are you considering the leading vendor at this time? 2. Will the vendor consider a “no cost” pilot to prove the benefits before you invest? 3. What is the vendor viability? (financial stability, market penetrations, etc…) 4. Do you have an existing vendor relationship? Do you place a value on current vendors? 5. Has the vendor provided results from load tests of the system. Better yet, do they know what a load test is? 6. Has the Vendor provided a SAS 70 or similar documentation? 56 Dr. George Royce

Planning – Selecting a POC/Pilot Partners Pilot Questions 1. How will know when you have pilot demonstrates success? 2. How will this technology and service fit from and architectural perspective? 3. How will you integrate this technology of other technology in your company. How much integration will be needed before the system pays for itself? 4. If the pilot is successful, what is the projected Total Cost of Ownership? 5. Has the business agreed to provide the necessary resources to develop an acceptance test and participate in the acceptance test? 6. Do you plan to conduct the functional and load tests of the system? 7. Do you plan to conduct a security review of the system and penetration test of the service? 57 Dr. George Royce

Team Activity 3: Designing a Proof of Concept and Pilot for a New Technology Project • Directions: 1. Each team downloads the technology plan proposal word document (technology_plan_proposal. docx) from the IT Academy Resource Website: http: //roycesite. com/itacademy 2. Each Team 1. Uses the questions to discuss a technology they should be piloting in their company. 2. Each team develops a high level plan and the acceptance criteria for success for this pilot, etc… 3. Discuss what issues and challenges you may encounter. • Each team present their findings. 58 Dr. George Royce