IT Portfolio Annual

Performance Report
Performance Report

City & County of San Francisco

Committee on Information Technology
Performance Subcommittee
Blair Adams CTO-April, 2009
 Role of
Subcommittee

• Projectmanagement best
practices
• Performance status of COIT
portfolio
 Members
Members Department
Blair Adams (Chair) Department of Technology
Department of Human
Vakil Kuner
Services 
Dale Riley City Attorney’s Office
Peg Stevenson Controller’s Office
Norm Goldwyn City Administrator's Office
Municipal Transportation
Gina Tomlinson
Authority
Parks and Recreation
Pat Cox
Department
Linda Yeung City Administrator's Office 
Jon Walton Director of COIT
Brian Roberts COIT Coordinator
 Milestones
First Quarter Second Quarter
• Project management
• Project management
methodology policy methodology guidelines
communication strategy • Project management
• Technology project
management policy artifacts
• Project review checklist
• Transition of ‘chair’ role

Third Quarter Fourth Quarter

• Project review • Self assessment
presentation template questionnaire
• ‘Top 10’ project review • Annual performance
report
presentations
Participation Ratio
Approval Ratio
Project Deferrals
‘Top 10’ Funds Ratio
‘Top 10’ Projects
 Top 10 Projects
Project Manager Project
Shelley Thompson Project eMerge
1
Human Resources $13.3M
Behavioral Health Fiscal And Clinical
Dave Counter
2 System
Public Health
$9M
Hans Lofeld New Scada System Implementation
3
Public Utilities Commission $2.5M
Automated Biometrics Identification
Gerry Schmidt
4 System
Police
$1.7M
Jon Walton Data Center Relocation
5
Technology $1.2M
Ephrem Naizghi Asset Management System
6
Public Works $900k
Dave Counter Ed Clinical Documentation System
7
Public Health $892k
Michelle Geddes Automated Vehicle Location (AVL)
8
Emergency Management $832k
Hans Lofeld Advanced Metering Infrastructure
9
Public Utilities Commission $808k
Sam Kwong Automated Permit Tracking System
10
Building Inspection $400k
Funding Allocation
 Portfolio Health
Overall
Schedul
Scope Budget Overall
e

Economic down-turn resulted in more

stringent procurement approval
process
Chaos Report

Standish Group International Inc. 200

Challenges in FY2008-2009
Findings
• Tracking of project budget burn rate
• Quality assurance of milestones
• Responsiveness of project managers to
status requests
• Large portfolio to track with small team
• Status of projects within other
subcommittees

Recommendations for FY 2009-2010

• Project portfolio financial reports via FAMIS
(EIS)
• Spot audits of IT projects via Controllers
audit team
• Quarterly status reports from project
managers
 Summary
Key Metrics at a Glance
Proposal approval ratio 61%
Approved portfolio value $43.8M
Deferred or on reserve $4.4M
Current portfolio value $39.1M
‘Top 10’ project value $28.7M
‘Top 10’ project spent 19%
Top 10’ project as percent
58%
of total
Departmental participation
24%
rate
Special Thanks to:

Brian Roberts

Monique Zmuda

Thomas DiSanto