Council Presentation
Cathedral City
Presented by
David Krout, Partner, Management Consulting and Applications Tom Jakobsen, Partner, IT Infrastructure and Operations Presenters
• 25 years Applications Procurement Experience
• Worked with over 120 agencies (process review w/
thousands of dept. users)
David Krout, CPA (inactive),
Managing Partner
• 40+ years IT Infrastructure / Operations Consulting
• Oversees more 10+ IT departments for other
agencies
• IT Infrastructure, Virtual CIO and IT Strategy
Advisory
Tom Jakobsen
Partner
2 • Introductions
• Technology Plan Objective
• Planning Methodology
• Assessment
• Strategies, Goals and Objectives
• Project Budgets
• Questions
3 Agenda
Introductions
Who We Are
We focus on local
government agencies
throughout the US:
Municipalities Counties
Utilities School Districts
National in Scope – Local in Presence
5 US Agencies
Serviced
500+
Projects
Nationwide
3,500+
Technology
Assessments
and Plans
150+
National in Scope – Local in Presence
6 California Agencies Served
Technology Strategic Plan Objective
Actionable Roadmap for Improvement
Technology Master Plan Purposes
• Align chnology wi h h Ci y’ gi
and goals
• Identify and budget for project initiatives to:
• Improve constituent services
• Increase department operational efficiency
• Reduce risk
• Improve cybersecurity posture
• Align IT staffing to meet City goals
• Provide actionable multi -year roadmap
• Includes priorities, budget estimates, and
timelines
9 Methodology
The Process and Approach to Developing the Plan
Phased Approach
Business Operations issues
and needs determined first …
with strategies and goals to
get there …
culminating in tactical/
actionable initiatives …
working with the City’s Team
throughout
11 Assessment
The Current Environment
Assessment
Strengths
• Dedicated, hard -working
staff
• Good IT Infrastructure &
cybersecurity posture
• Move to Microsoft 365 cloud
strategically sound
13 Assessment
Areas for
Improvement - IT
• Develop technology governance
• Methodology to prioritize new projects/plan
changes
• Work to formalize methodologies through
policies and procedures
• Review methodologies to automate manual
internal tasks.
• Expand disaster restoration capabilities
• Incident response and disaster recovery
planning high priority
• Public Safety Video and facilities security
improvements underway
• Public Safety video improvements are multi -year
14 Assessment –
Business
Applications
• High demand for departmental application system
improvements
• 38 application related initiatives in the Plan
• Improve reporting and workflow automation in
application systems
• Reduce shadow systems and manual processes
• Major System Improvements include:
Enterprise Resource Planning (ERP) System
ongoing improvements
Document Management system improvements and
training necessary
Enterprise Asset Management improvements and
training necessary
Land Management (Permits) improvements and
training necessary
15 Assessment –
Business
Applications • Focus on training to streamline operations • Use software assessments and process reviews
to identify system improvement needs
• Follow best practices for system assessments
and procurement
• Follow Applications Management and Support
Best Practices 16
Assessment – IT Spending
• IT Spending as a percent of City operating expenditures has improved • Continues to be below benchmark and industry standards • Technology deficit remains for departmental applications and and IT operations
• Signific n inf c “ f h” p oj c in n f 17
Strategies, Goals, and Objectives
The Big Picture
Technology Strategies
• Implement a Technology Governance model
• Expand staff technology training opportunities
• Start with Office 365 – utilize the governance model to prioritize major application systems training
• Continue cybersecurity and disaster recovery improvements • Expand IT operational toolset
• Create IT policies and procedures
• Focus on automation were possible
19 Department/Application Strategies
• Improve application utilization
• Gain departmental operational efficiencies
• Improve consti tuent services
• Ensure Ongoing training and application optimization
• Continuous process improvement through Assessment,
Process Review, Software Selection, and
Implementation Best Practices
20 IT Staffing
Needs
• Staffing is slightly below benchmarks
• Significant demand for application
improvements
• Needed:
• Improved desktop support services
• Business application analysis skills
• Cybersecurity focal point
• Recommend a cautious approach to
staffing
• Utilize contract subject matter experts in the
near term
• Consider:
• Additional IT Support Technician
• Additional Cybersecurity Analyst
21 Budgets
Budget – Technology Master Plan
Collaboratively
prioritized by
Departments
Six-Year budget
plan
Plan designed to
flex with the City’s
operational
demands and
resources
23 Budget – Strategic Technology Plan
74% of recommended project budgets are for IT Infrastructure 24 Budget – Strategic Technology Plan
50% of projects and 71% of project budgets are prioritized as high 25 Plan Budget Summary
All recommended
projects will follow
normal budget
request and
procurement
policies
• Technology infrastructure improvements:
• Continuously increase cybersecurity toolset - reduce risk • Add and improve IT operations tools
• Expand disaster recovery capabilities
• Replace phone system, data network
• Expand Public Safety Video and Door Access
• Significant enterprise application system
improvements 26
Questions and Answers
Thank you!
Th ’ w p.