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IssueAlert Emerging Technologies ~
April, 2004
Mitigating CIS Selection
Risk
Part 4:Technical Architecture
Mario Bauer, Vice President, Five Point Partners
Part 1:Overview | Part
2:Project Management | Part 3: | Part
4:Technical Architecture
This article is the fourth part of a five part series of
articles that focuses on mitigating risk in selecting a
new CIS. The four areas I feel contribute most to risk in
selecting a new CIS are as follows:
This article focus' on evaluating CIS application's technical
architecture. This is absolutely one of the most overlooked
aspects of the selection process. I've spoken with several
organizations who have made the mistake of only taking a
cursory look at the technical architecture an application
is built on. Not going through a thorough evaluation of
an applications technical architecture is like buying a
car without inquiring about the specs of the engine. Could
you imagine buying large Sport Utility Vehicle only to find
out on the way home it is running on a 4-cyclinder? You
would probably have a good idea when you reached the first
hill if you didn't notice a lack of power when you were
pulling out of the dealership. The problem on the CIS side
is you usually don't find out about the implications of
a weak or poor architecture until you go-live if you don't
allow for a detailed technical evaluation. I'll go into
more detail later in this article about some of the problems
incurred when trying to operate on a poorly architected
application.
Due to the importance of an application's technical architecture
TMG Consulting has designed a comprehensive methodology
to evaluate and compare different architectures. From the
highest level TMG Consulting focuses on the following technical
areas in the technical evaluation. While the evaluation
varies slightly from site to site below are some of the
areas I focused on in my last evaluation. The next evaluation
will be more extensive due to changes in technology and
the market place:
The above list is just a portion of what I review during
the TMG Consulting selection review. I think the above list
will give you at least a flavor of some of the questions
you should be asking during your technical evaluation.
The categories above are then broken out into individual
subsections with questions that fall under them. It is similar
to the TMG Consulting functional checklist which has become
the industry standard for evaluating CIS systems from a
functional perspective. The advanced technical review TMG
Consulting uses has well over 100 technical questions that
are then graded in an effort to rank order each proposing
vendor. Below is a format to rank order the proposing vendors
from a technical perspective.
| Area |
Possible
Points |
Vendor
A |
Vendor
B |
Vendor
C |
Vendor
D |
Vendor
E |
| Deployment |
5 |
4.000 |
4.909 |
4.818 |
3.091 |
5.00 |
| Design |
10 |
8.182 |
9.636 |
9.818 |
7.091 |
9.818 |
| Duration of Support |
10 |
7.33 |
8.000 |
8.000 |
7.33 |
6.67 |
| Extensibility |
15 |
11.800 |
14.600 |
14.600 |
9.000 |
14.600 |
| Functionality (Operational) |
5 |
3.583 |
4.917 |
4.33 |
1.417 |
4.677 |
| Modifiablity |
10 |
7.00 |
8.00 |
8.333 |
7.333 |
8.333 |
| Organization (Technical) |
5 |
4.133 |
4.533 |
4.533 |
3.600 |
4.800 |
| Scalability |
10 |
7.566 |
10.00 |
10.00 |
4.667 |
10.00 |
| Staffing Impact |
10 |
9.111 |
8.889 |
9.778 |
8.000 |
9.778 |
| Support (Infrastructure) |
5 |
4.667 |
5.00 |
5.00 |
4.667 |
5.00 |
| Technical Architecture |
10 |
8.889 |
9.778 |
9.778 |
8.000 |
9.333 |
| Technical Session |
5 |
3.500 |
4.000 |
5.000 |
3.500 |
3.00 |
|
| Total |
100 |
79.754 |
92.262 |
93.992 |
67.698 |
90.996 |
|
| Based on a 30 Point Score |
|
23.926 |
27.679 |
28.198 |
20.310 |
27.299 |
|
| Rank Order |
-- |
4 |
2 |
1 |
5 |
3 |
|
As you can see the vendors technical responses are broken
out into the above categories that were defined earlier
in the article. In a nut shell the methodology I just reviewed
is what I use to help TMG Consulting clients eliminate risk
for a technical perspective.
You may be wondering, why is this important?
Over the last few years I found that this is not only important
but it is critical in selecting a CIS. You can usually work
around functional problems through work arounds or even
system modifications. You can not work around
significant technical architecture issues! I've
seen organization brought to their knees due to technical
problems around their CIS. Some of the problems I see when
technical architecture is ignored are as follows:
-
-
-
modification of system expensive and risky
-
old technology is difficult to support
-
At the end of the day it is critical to check references
closely after a comprehensive internal review is performed.
If the vendor has not implemented at a similar site in terms
of size and scope it should send out red flags. Consider
asking a reference the following questions:
-
Ask about batch performance.
-
Ask specific performance questions.
-
-
Ask questions around integration.
-
Ask questions around upgrades.
I can't tell you how many utility organizations have told
me about how they made the mistake I just defined. In the
last year alone I have spoken to several utility executives
that are back out to market for a new CIS because they made
the mistake of not digging deep enough into the technical
aspects of the application. Most vendors know the weaknesses
of their application and avoid going into those details
if they are not forced to. Unfortunately, most utility organizations
do not have the depth of knowledge to ask the right questions.
In the end, the utility takes the vendor's word on the applications
technical merits. Once the client gets into the implementation
they begin to see the technical limitations of the application
they selected as they are forced to modify daily processes
to deal with the technical limitations of the application.
In some cases I've seen organizations forced to split batches
in order to complete a batch run within acceptable timeframes
thus crippling the utility's business and customer service.
The question to ask your self is, how did I evaluate technology?
Did my organization make these same mistakes? If you have
concerns with those questions you would fall into the majority.
Conclusion
I'd like to point out that this is just one facet
of the selection process I feel is critical. While I have
covered this topic at an extremely high level in this article
I believe you should have a good feel for what you should
be looking for from a technical perspective. The main point
in this article is to point out how critical the technical
evaluation is. In this article I've described a couple of
highly effective ways to do this.
This is one of the most over looked areas in the selection
process. While this appears to be an obvious evaluation
point and should be weighted accordingly I continue to be
amazed how often technology is overlooked. The fact of the
matter is more time and effort should be spent looking under
the hood of some of these systems.
Mario Bauer is Senior Consultant for TMG Consulting.
Mr. Bauer has over 12 years experience with utilities as:
an analysts for a major utility, Senior Associate for a
major utility consulting firm, and a Senior Consultant for
TMG Consulting. Mr. Bauer has worked with approximately
100 utilities (electric, gas, water, wastewater, solid waste)
around the world. Mario can be reached at Mariob@TMGConsulting.com.

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©2004, UtiliPoint International, Inc. All rights reserved.
This article is protected by United States copyright and other
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