Table of Contents

Preface

Acknowledgments

Part I           Initiating Processes

Chapter 1     Introduction

CIO Agenda

Leadership

Book Organization

How to Effectively Use This Book

Chapter 2     Project Management Versus IT System Maintenance

Scope Documents

Defining Work Tasks

Cost Estimate

Team

Longevity

Skills

Knowledge

Numbers of Team Members

Work Tracking

Customer Care

Metrics

Risk

Conclusion

Chapter 3     Outsourcing: The New Challenge

Outsourcing Past and Present

Outsource a Problem

So Why Is Outsourcing Included in This Book?

Undoing Outsourcing

Part II          Planning Processes

Chapter 4     Scope of Maintenance

Process Boundaries

Process Inputs

Process Resources

Policies, Procedures, and Other Documents

Process Outputs

Inside the Process

Customer Care

Work Tracking

Status Tracking

Answering Questions

System Administration

Data Fixes

Defect (Bug) Fixes

Enhancement with Estimates

Vendor New Releases

Monitor Production

Performance Tuning

Backup and Recovery

Disaster Planning

Testing

Migrations

Configuration Management

Summary

Chapter 5     Service Level Agreement

Separate Enhancements

Value Position

Writing the SLA

How to Judge the Quality of an SLA

Chapter 6     Service Breakdown Structure

Chapter 7     Cost Estimate

Labor Estimates

Approach 1: Current Team

Approach 2: New Maintenance Team Established after a Project Team

Approach 3: Service Breakdown Structure

Approach 4: Benchmark

Non-Labor Estimates

Long-Range Plan

Putting It All Together

Chapter 8     Transition Planning

Transition to Existing Maintenance Team

Create New Maintenance Team as Part of Transition

Chapter 9     Documentation

Developing Documentation

Documentation Types

Document Matrix

Operations Guide

Maintenance Manual

Design Document

Business Process Document

System Notebook

Maintenance of the Documentation

Part III         Executing Processes

Chapter 10    Team Management

Team Development

Maintenance/Project Team Structure

Determine Skill Need

Select Team

Divide Up Coverage

Train Team

Manage Team

Chapter 11    Work Tracking

My Story

What to Track

Work Tracking Design

Implementing Work Tracking

Providing Work Tracking Access to the Users

Chapter 12    Customer Care

Service

Customer Care Mechanics

Customer Problems

Customer Care Metrics

Chapter 13    Incidents, Defects, and Enhancements

Incident Definition

Defect Definition

Enhancement Definition

Customer Categorizing Enhancements as Defects

Emergency/Defect Fix Process

Severity Levels

Enhancement Process

Vendors

Grouping Fixes and Enhancements

Metrics

Chapter 14    Testing

Develop Test Plan

Types of Testing

Catch Defects Early

Test Case and Script Development

Test Execution and Control

Earned Value

Part IV         Controlling Processes

Chapter 15    Metrics—Overall Control

Maintenance/Project Difference

Appropriate Metrics

Reporting Metrics

Chapter 16    Configuration Management

Version Control

The Problem

The Solution

Version Control Process

Change Control

Migration Control

Production Control

Environment Control

Chapter 17    Cost Control

Tracking Costs

Cost Analysis and Control

Labor

Purchases

Fixed Costs

Other Costs

Reporting Cost

Chapter 18    Communication and Beyond

Developing a Communications Plan

System Owners

Politics—Beyond the Communication Plan

Politics—The Three Choices

Floundering at a Program Meeting

Political Analysis

Political Planning and Tactics

Implement Plan and Refine

Chapter 19    Risk Management

Risks versus Issues

Risk Management for Maintenance

Risk: Loss of Maintenance Knowledge

Risk: Loss of Business Continuity

Risk: System Disaster

Risk: Security Attack

Risk: New Governmental Regulations

Managing Risks Going Forward

Part V           Assessing and Closing Processes

Chapter 20    Peer Reviews and Formal Audits

What to Review

Maintenance Review Checklist

Formal Audits

Types of Audits

Preparing for an Audit

Chapter 21    Customer Survey

Survey Content

Who Receives the Survey

Survey Use for Best Impact

Chapter 22    Annual Closeout

Closeout Activities

Kick Off Maintenance for the Next Year

References

Index

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