1. Info-Tech Research Group1 Info-Tech Research Group, Inc. is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2013 Info-Tech Research Group Inc. Application Rationalization World Class Operations - Impact Workshop

2. Info-Tech Research Group2 Beyond Practical Research – Workshops Get You To Results Workshops: Leverage Best-Practices Research and Get to Action Unlike other Research firms, we believe it’s important to help our members implement improvements. We offer a 40-hour workshop, which allows you to make systematic improvements to your core processes. Workshops are designed to help focus attention, create alignment, and ensure best practices are put to work at your organization. Our workshops help you get to immediate impact and results and are tailored to your situation and needs. Info-Tech Workshops provide the best practices and implementation support necessary to help an IT leader build a World Class IT Operation. Capability Optimization Workshop Diagnose Current State Right- Sizing Process Process Design Measuring Benefits Implementation Support Workshops: Focused on You Implementing Improvements The goal of each Capability Optimization Workshop is to create tangible benefits and clear improvements as a direct result of the workshop. Specific deliverables, goals, metrics, and outcomes are established for each workshop. Successful workshops will leverage our years of analyst experience and written research to provide an engaging experience which focuses on implementing and getting to measurable results. Each workshop begins by diagnosing the current state, and then focuses on designing high impact improvements based on best- practices research. Three and six month follow-up will occur to ensure benefit realization.

3. Info-Tech Research Group3 Application Rationalization WCO: Manage maintenance costs and become more flexible This project will help you to: 1.Assess Current State: Develop an understanding of your current application environment. 2.Conduct Detailed Assessment: Rationalize core current/planned applications for those within scope. 3.Design the Target Portfolio: Determine the best solution based on analysis. 4.Build the Transition Plan: Establish a timeline of tasks and ensure chosen strategies resonate with key stakeholders. 5.Define Next Steps: Build the roadmap to success. This workshop is suited to: CIOs / CTOs who want to improve application delivery and alignment capability. An executive champion to bring together different areas of the business to identify, understand, and examine applications, business processes, and capabilities they support. Senior Planning and Architect Management looking to analyze and improve the application environments. Organizations that are finding it difficult to find dollars for new investments. IT departments that experience push back / frustration on their maintenance and application spend. At the end you will have: 1.Application inventory toolset 2.Applications mapped to business goals, processes, and use cases 3.Critical application dependency blueprints (infrastructure, data, and other apps) 4.Application stage-of-life, cost, quality, and risk assessments Application portfolios tend to grow without much control. This will only get worse as the cloud continues to gain traction with businesses. This growth must be managed as too many apps will smother business growth. Manage and direct resources to applications based on business benefits instead of gut feeling or technical currency. Info-Tech Point of View 5.Prioritized list of improvement options 6.Business case plan, benefits, and as is/ to be costing 7.Roles and responsibilities for ongoing management techniques 8.Methodology for rationalizing all applications

4. Info-Tech Research Group4 Application Rationalization Roadmap Workshop Overview: This workshop is broken into five modules ScheduleNameGoalWork Products Module 1 Assess current state: Develop an understanding of your current application environment. Assess the capability of current skills, processes, and tools currently in IT. Create an inventory of core applications mapped to business processes. Identify applications with overlapping functionality and estimate relative costs. Application SWOT Analysis Application-to-Business Process Mapping Application Fragmentation Analysis Relative Cost Assessment Module 2 Conduct detailed assessment: Rationalize core current/planned applications for those within scope. Define application life-stages. Uncover critical dependencies. Assess application quality. Identify apps putting the business at the most risk. Identify high level improvement options. Application Life-Stage Analysis Current State Architecture Model Application Quality Assessment Quadrant Analysis Improvement Option Decision Tree Module 3 Design the target portfolio: Analyze the best approaches to improving the application portfolio. Identify short and long term improvement options and their required initiatives. Assess alignment of improvement options to business and technology requirements. Generate a shortlist of solutions. Improvement Option Selection Framework Strategy Identification Option Alignment Assessment Improvement Option Shortlist

5. Info-Tech Research Group5 ScheduleNameGoalWork Products Module 4 Build the Transition Plan: Ensure chosen strategies resonate with key stakeholders and that the required resources are available. Estimate budget savings. Assess organizational readiness for change. Align tasks to roles and resources. Manage and communicate with stakeholders. Determine development costs. Improvement Option Costs Saving Model Organizational Readiness Assessment Task Swim-Lane Diagram Stakeholder Management Framework Development Cost Estimation High Level Timelines Module 5 Implement the plan: Roadmap to success. Apply concepts to the rest of app portfolio. Establish ongoing management practices. Assign roles and responsibilities. Create an action plan. Create a communication plan. Steering committee documents Governance and guiding principles RACI: for roles and responsibilities Action Plan based on established next steps This workshop is broken into five modules

6. Info-Tech Research Group6 Module 1: Assess Current State 1.2 Map Applications to Business Goals and Processes Align applications to business goals and processes Define key terms and concepts Perform SWOT analysis 1.1 Make the Case for Application Rationalization Identify pain points Identify and rank business goals and processes 1.4 Determine Current State Application Costs Compare application cost to strategic importance Define applications scope for remainder of workshop Calculate associated operating costs 1.3 Perform Application Fragmentation Analysis Detect application functionality overlap Analyze fragmentation findings Document key business sub-processes

7. Info-Tech Research Group7 Module 2: Conduct Detailed Assessment Map dependencies to data and other applications 2.2 Identify Critical Dependencies Map dependencies to infrastructure 2.4 Determine Critical Implications Perform application risk assessment Compare application quality with strategic importance 2.3 Assess Application Quality Perform quality analysis Categorize applications by quality Identify quality drivers 2.1 Analyze Current Application Life- Stages Cross reference application age with strategic importance and cost Assess application life- stages Identify high level improvement options

8. Info-Tech Research Group8 Module 3: Design the Target Portfolio Brainstorm and define potential improvement options Identify key initiatives to execute each improvement option 3.1 Review Improvement Options Identify options that are most strategically aligned Validate improvement option fit with business and technology requirements 3.2 Assess Option Alignment, Feasibility and Value Examine option alignment and value Identify candidates for each improvement option Finalize shortlist of options 3.3 Define the Target Portfolio Review the target portfolio and compare to current state

9. Info-Tech Research Group9 Module 4: Build the Transition Plan Create roadmap 4.3 Plan the Transition Determine development costs Build the transition plan 4.2 Analyze and Manage Stakeholders Create stakeholders plan Identify stakeholders Align tasks to roles and resources 4.1 Validate the Approach Estimate budget savings Establish benefits and risks Assess organizational readiness

10. Info-Tech Research Group10 Module 5: Define Next Steps Assign follow-up on workshop tasks 5.2 Create an Action Plan Document prioritized next steps 5.3 Verify Workshop Goals Gather feedback Review results against established goals Plan for next in-scope areas 5.1 Develop Ongoing Activities Develop ongoing management practices Determine review cycle

11. Info-Tech Research Group11 Application Rationalization Workshop Primary Deliverable: Detailed analysis of current state, including application alignment to business processes and functional overlap. Identification of which improvement options should be made to support the overall strategy. Implementation planning for all key application portfolio improvement initiatives, including organizational readiness, and required roles and responsibilities. Roadmap of timelines and key milestones. Define your application portfolio priorities Create an application rationalization roadmap Identify the most feasible and valuable improvement options Analyze your current application environment, and communicate your improvement strategy to the business with clear visuals.

12. Info-Tech Research Group12 Application Rationalization Workshop Core Deliverables Nine key deliverables will be completed during the workshop: 1 2 3 4 Current State Analysis Visualize the current alignment of applications with business goals and drivers. Identify functionality overlap. Estimate current state application costs. Detailed Application Assessment Determine application life-stages. Identify critical dependencies of applications. Assess quality and risk. Shortlist of Business and IT Aligned Improvement Options Brainstorm possible improvement options based on analysis. Align improvement options to business and technology requirements. Visualize the future state. Identify Benefits and Risks Estimate future-state cost savings. Document key benefits and risks. Align Required Tasks to Roles and Resources Identify the necessary roles to realize the future state. Assign ownership of responsibilities. Estimate time and effort requirements to develop costs to deliver the future state. 5

13. Info-Tech Research Group13 Application Rationalization Workshop Core Deliverables 6 7 8 Nine key deliverables will be completed during the workshop: Manage Stakeholders Identify critical statekholers and analyze involvement, power, and interest in this project. Assess organization readiness for change. Strategic Roadmap Identify synergies and dependencies between IT initiatives. Determine success metrics for each. Determine a sequence for the implementation of initiatives and assign dates for pilots and launches. Create an implementation roadmap. Communication Plan Create a plan for communicating the IT strategy to stakeholders. Run through the key stakeholder groups that the participants need to communicate with. Ongoing Management Practices Determine review cycle. Establish governance practices. 9

14. Info-Tech Research Group14 Application Rationalization Workshop: Built on World Class Research, Experience, and Standards Research Process COBIT Driven Grounded in open international standards. Team with over 30 years experience. Over 2,800 hours of research. Based on primary and in-field research. Tools & Templates 140 page Research Report 16 in-depth activities and exercises Ability to prioritize IT initiatives Visual roadmap of IT Strategy and links to target business capabilities Fragmentation Analysis Relative Cost Assessment Life-Stage Assessment Quality and Risk Assessment Improvement Option Alignment Assessment Improvement Option Cost Savings Estimator Future State Development Cost Estimator Execution RACI Application Rationalization Project Charter