如何系統闡明IT的業務價值.pdf

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1、 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.This publication may not be reproduced or distributed in any form without Gartners prior written permission.It consists of the opinions of Gartners research organization,wh

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4、ced independently by its research organization without input or influence from any third party.For further information,see Guiding Principles on Independence and Objectivity.Kevin Ji如何系統闡明ITIT的業務價值Gartner高管項目2 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered tradema

5、rk of Gartner,Inc.and its affiliates.量化和闡明業務價值對于擴大影響和加快數字化轉型至關重要。3 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.挑戰是真實存在的7%的企業持續成功地闡明了IT的業務價值。45%的企業缺少量化IT業務價值的規范方法29%的企業曾使用成本或IT預算指標作為其闡明IT業務價值的標準4 2023 Gartner,Inc.and/o

6、r its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.主要議題1.闡明IT業務價值”面臨挑戰2.明確業務部門應關注哪些價值3.如何系統闡明IT的業務價值5 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.主要議題1.闡明IT業務價值”面臨

7、挑戰2.明確業務部門應關注哪些價值3.深刻闡明IT的業務價值6 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.相關領導者如果不能闡明ITIT的業務價值，其獲得的相關預算就會減少，甚至無法參與到影響業務成果的決策調查對象：n=17名Gartner調研小組成員?；厩闆r：幾乎無法展示IT的業務價值問題2a：如果無法證明IT的業務價值，是否會產生任何影響？無法證明IT業務價值的影響“當然！公司將

8、IT部門視為成本中心而非利潤中心，因此失去了獲得業務效益的機會?！薄皩I務規劃的戰略參與和整合有限?！薄熬薮蟮念A算阻力?！薄败浖拈_發非常糟糕，不能滿足業務需求”“業務部門將IT部門視為耗資巨大的成本中心，而不是提供價值的合作伙伴。而這也影響了業務部門的行為，因為如果不了解IT成本與業務價值的衡量標準，就會提出過度需求，從而使IT成本進一步上升?！薄皶?，而且會將IT工作外包出去和并讓業務部門接管?！薄皶?，他們不讓我們參與戰略決策”“產生的巨大影響包括技術賦能的價值被完全忽視、預算和資源被削減、業務持續落后于競爭對手?！薄皶?，數字化水平達不到理想的狀態。影子IT的使用已出現增長?！薄百Y金投入減少

9、，戰略項目難以獲得投資?！薄癐T部門一直都不知道什么才是真正重要的。他們喜歡以項目為導向，因為這能讓他們獲得稱贊，并具備明確的可交付成果。但IT部門忘記了，如果其他所有的產品都損壞了，那么沒有人會需要另一個新的產品來解決一個很小的問題?！? 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.您是否能夠明確闡述ITIT的業務價值？大多數IT報告都旨在說明IT在做什么。但利益相關者更注重IT能夠提

10、供什么。8 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.如何闡明ITIT的業務價值儀表盤不關鍵。關鍵的是如何按時到達目的地！9 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.主要議題

11、1.“闡明IT業務價值”面臨挑戰2.明確業務部門應關注哪些價值3.如何系統闡明IT的業務價值10 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.業務領導者重視什么？從回答以下兩個問題開始著手IT如何影響業務價值？VALUE11 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered

12、 trademark of Gartner,Inc.and its affiliates.業務領導者關心的話題營收/價值影響成本效益風險緩解高管的首要任務12 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.業務領導者關心的話題交易系統客戶支持購物車客戶關系管理系統訂單輸入生產力效率人員配置優化資產優化服務等級協議業務中斷信譽損失合規和審計數據安全和物理安全漏洞修復營收/價值影響成本效益風險

13、緩解13 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.從五個方面分析ITIT和企業技術支出14 2020 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.價值的匹配需要戰略的對標Source:“

14、How to Create an Information and Technology Strategic Plan,”(G00316555)公司戰略IT 戰略短期中期方案3年規劃長期規劃3-5年業務戰略IT規劃類項目部署年度目標Other Strategic PlansE.g.:Data CenterDevelopmentProcurementSecurity IT 投入目標：保戰略促增長優運營15 2019 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of G

15、artner,Inc.and its affiliates.使用業務能力模型匹配IT IT 投資的優先級16 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.主要議題1.“闡明IT業務價值”面臨挑戰2.明確業務部門應關注哪些價值3.如何系統闡明IT的業務價值17 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartne

16、r is a registered trademark of Gartner,Inc.and its affiliates.向企業闡明價值清晰明確令人信服影響力緊扣主題18 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.構建ITIT投資組合，使之與業務優先任務相匹配營收/價值影響成本效益創新營收新業務價值風險緩解安全管理合規風控運營效率成本優化19 2023 Gartner,Inc.and

17、/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.設置正確的指標來追蹤價值示例創新增長運營合規維護安全創新營收新業務價值運營效率安全管理合規風控成本優化20 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.您是否能夠明確闡述ITI

18、T的業務價值？數據中心虛擬化部署企業資源規劃系統ERP確保網絡正常運行拓展IT基礎設施部署客戶關系管理系統CRM部署聊天機器人使用機器學習提高業務可靠性提高生產力保障交付訂單快速數量支持業務多地域快速增長縮短客戶問題解決時間更加快速地響應問詢減少缺貨問題21 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.向企業闡明價值清晰明確令人信服影響力緊扣主題22 2023 Gartner,Inc.a

19、nd/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.以講故事的方式，分別闡述運營業務和變革業務的價值23 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.通過組合管理來推動確定投資優先級投資類別高低業務價值運營增長轉型組合管理不

20、是列清單間接直接轉型增長運營運營創新增長合規維護安全24 2019 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.當年的ITIT投資組合需要對標業務戰略，對其3 3-5 5年業務規劃投資類別高低業務價值運營增長轉型當年IT 投入優先級展現匹配業務戰略的IT能力部署25 2019 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner

21、 is a registered trademark of Gartner,Inc.and its affiliates.9%9%9%65%55%50%8%12%14%18%24%27%Category 1Category 2Category 320XX年預算20XX年預算目標ITIT投資的業務價值展示按類別劃分的IT預算明細合規：滿足法律法規要求。維護：優化現有IT資產的使用情況，降低IT成本。業務賦能：實現可量化的業務效益（創造營收或節約成本）。創新：提供競爭優勢，例如，孵化新平臺。轉型增長運營26 2023 Gartner,Inc.and/or its affiliates.All ri

22、ghts reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.向企業闡明價值清晰明確令人信服影響力緊扣主題27 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.通過故事使理念深入人心現狀影響方法推動改進的方式。持續現狀而不變革帶來的影響說明為何緊迫。受眾注意力目前的現狀業務面臨的問題或機會。

23、戲劇性、懸念和解決方法28 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.向受眾傳遞定制化信息業務決策者看重什么？展示同理心和表示理解竭力調動業務緊迫感用他們理解的語言表達現狀影響方法受眾注意力戲劇性、懸念和解決方法29 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered tr

24、ademark of Gartner,Inc.and its affiliates.30 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.針對IT負責人的執行方案下周一下周一:針對目前項目以及項目群構建業務價值主張建立合適的評估指標確保能夠匹配業務價值.90天內天內:評估現有資源是否能夠滿足交付要求尋找匹配數據源跟蹤業務指標的完成進度.12個月內個月內:構建合適的故事線展現業務價值 業務價值

25、的展現好比馬拉松，是一個長期過程，不能尋求短期的速贏!31 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.Access to Gartner research is subject to entitlement.For information,please contact your Gartner representative.相關GartnerGartner報告Articulate Bu

26、siness Value of ITKevin Ji,Julian Sun,Owen Chen(G00788304)Ignition Guide to Measuring the Success of I&O InitiativesInfrastructure and Operations Research Team(G00767178)Executive Essentials:Demonstrate the Business Value of ITBryan Hayes,James Anderson(G00787769)Executive Essentials:Compose Your IT Operating Model to Generate ValueDonna Scott(G00791058)32 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.謝謝！