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入门:在数字转换期间交付卓越运营Get started: Deliver operational excellence during digital transformation

如何在数字转换期间确保卓越运营?How do you ensure operational excellence during digital transformation? 卓越运营是直接影响 IT 决策的业务功能。Operational excellence is a business function that directly affects IT decisions. 若要提高运营能力,您必须关注收入、风险和成本影响,从而专注于客户和利益干系人价值。To achieve operational excellence, you must focus on customer and stakeholder value by keeping an eye on revenue, risk, and cost impacts.

此组织更改管理方法需要:This organizational change management approach requires:

  • 定义的策略。A defined strategy.
  • 明确的业务成果。Clear business outcomes.
  • 更改管理计划。Change management planning.

从云的角度来看,您可以通过做出后期采用更改并不断优化操作过程来管理风险和成本的影响。From a cloud perspective, you can manage the impact of risk and cost by making post-adoption changes and continuously refining operational processes. 要监视的方面包括:系统自动化、IT 运营管理做法以及整个云采用生命周期中的资源一致性训练。Areas to monitor include systems automation, IT operations management practices, and Resource Consistency discipline throughout the cloud adoption lifecycle.

本文中的步骤可帮助策略团队领导组织的更改管理,这是为了确保卓越运营的要求。The steps in this article can help the strategy team lead the organizational change management that's required to consistently ensure operational excellence.

企业和产品组合的运营绩效从战略和规划的对等过程开始,协调和报告组织的更改管理期望。Operational excellence across the enterprise and portfolio starts with peer processes of strategy and planning to align and report on organizational change management expectations. 以下步骤可帮助技术团队提供实现卓越运营所需的准则。The following steps help technical teams deliver the disciplines required to achieve operational excellence.

卓越运营绩效入门

步骤1:定义策略以指导数字转换和卓越运营预期Step 1: Define a strategy to guide digital transformation and operational excellence expectations

明确的业务战略是适用于任何数字转换和操作卓越工作的基础。A clear business strategy is the foundation for any digital transformation and operational excellence effort. 它可以降低成本并简化 IT 流程。IT can reduce costs and streamline IT processes. 如果没有明确的策略,则很难理解这些更改可能会如何影响更广泛的转换工作中确定的业务成果。Without a clear strategy, it's difficult to understand how those changes might affect the business outcomes identified in the broader transformation effort.

Deliverables:

  • 记录 策略和计划模板中的动机、结果和业务理由。Record motivations, outcomes, and business justification in the strategy and plan template.
  • 确保了解学习度量值并将其包含在 "业务成果" 部分中。Ensure learning metrics are well understood and included in the business outcomes section. 这些指标介绍运营卓越活动,并在其中进行报告。Those metrics guide operational excellence activities and reporting within IT.

支持交付完成的指南:Guidance to support deliverable completion:

  • 了解动机:关键业务事件和某些迁移动机往往是成本敏感的。Understand motivations: Critical business events and some migration motivations tend to be cost sensitive. 这些领域可能会提高所有后续工作的成本控制的重要性。These areas can increase the importance of cost control for all later efforts. 通过迁移与创新或增长相关的其他前瞻性动机可能更侧重于顶线收入。Other forward-looking motivations related to innovation or growth through migration might be focused more on top-line revenue. 了解动机有助于确定成本管理的优先级。Understanding motivations helps you prioritize your cost management.
  • 业务成果:某些会计结果往往非常经济地敏感。Business outcomes: Some fiscal outcomes tend to be extremely cost sensitive. 当所需的结果映射到会计指标时,你应该提前投入成本管理调控规范。When the desired outcomes map to fiscal metrics, you should invest early in the Cost Management governance discipline.
  • 业务理由:业务理由作为云采用的总体财务计划的高级别视图。Business justification: The business justification serves as a high-level view of the overall financial plan for cloud adoption. 它可能是初始预算工作的好来源。It can be a good source for initial budgeting efforts.
  • 学习指标:若要在顶级业务策略和更多战术性更改管理计划之间保持一致,请建立学习指标。Learning metrics: To maintain alignment between the overarching business strategy and the more tactical change-management plans, establish learning metrics. 应将这些指标设计为显示针对计划的迭代和增量进度。These metrics should be designed to show iterative and incremental progress toward the plan.

负责团队Accountable team 负责人和支持团队Responsible and supporting teams
  • 云策略团队Cloud strategy team
  • 云采用团队Cloud adoption team
  • 云治理团队Cloud governance team
  • 云运营团队Cloud operations team
  • 优秀或中心 IT 团队的云中心Cloud center of excellence or central IT team
  • 步骤2:开发组织更改管理计划以跨云采用Step 2: Develop an organizational change management plan to span cloud adoption

    组织更改管理是一种反复调整人员、流程和技术以支持整体业务策略的迭代方法。Organizational change management is an iterative approach to subtly realign people, processes, and technology to support a holistic business strategy. 对于数字转换的卓越运营,这种方法通常以以 IT 为中心的云采用计划为中心。In the case of operational excellence for digital transformation, this approach often centers on an IT-centric cloud adoption plan.

    Deliverables:

    • 更新 策略和计划模板 ,以反映实现所需策略所需的更改。Update the strategy and plan template to reflect change that's needed to achieve the desired strategy. 记录的更改可能包括:The changes recorded can include:

      • 对现有数字房地产的评估。An assessment of the existing digital estate.
      • 一种云采用计划,反映所需的更改和所涉及的工作。A cloud adoption plan that reflects the required changes and the work involved.
      • 需要在计划中提供的组织更改。The organizational changes that are required to deliver on the plan.
      • 一种计划,用于解决使现有团队成功完成所需工作所需的技能。A plan for addressing the skills that are needed to enable the existing team to successfully complete the required work.

    支持交付完成的指南:Guidance to support deliverable completion:


    负责团队Accountable team 负责人和支持团队Responsible and supporting teams
  • 云策略团队Cloud strategy team
  • 云采用团队Cloud adoption team
  • 云治理团队Cloud governance team
  • 云运营团队Cloud operations team
  • 优秀或中心 IT 团队的云中心Cloud center of excellence or central IT team
  • 步骤3:跨云采用情况管理更改Step 3: Manage change across cloud adoption efforts

    业务结果的实现是持续交付采用波的结果。Realization of business outcomes is the result of continuous delivery of adoption waves. 这些波浪包括迁移和创新周期。Those waves could include migration and innovation cycles. 在这两种情况下,交付卓越运营都从定期的更改管理周期开始。In either case, delivery on operational excellence starts with regular cycles of change management.

    在敏捷术语中,每个浪潮 (或发布) 向云中提供一组工作负荷。Each wave (or release, in agile terms) delivers a set of workloads to the cloud. 每一种采用方式完成后,云策略团队就会报告学习指标、业务成果和总体策略的进展情况。As each wave of adoption is completed, the cloud strategy team reports on progress toward learning metrics, business outcomes, and the overall strategy. 同样,在每次采用的方式完成后,采用团队需要积压工作(backlog)更新来反映计划中的优先工作负荷。Likewise, as each wave of adoption is completed, the adoption teams need backlog updates that reflect the prioritized workloads in the plan. 这些更新基于对业务计划和客户需求进行的任何更改。These updates are based on any changes to business plans and customer needs.

    Deliverables:

    • 根据不断变化的市场条件和完成最新的技术变化浪潮,对策略和更改管理计划进行持续测试和改进。Continuous testing and improvements to the strategy and change management plan based on changing market conditions and completion of the most recent wave of technical change.

    支持交付完成的指南:Guidance to support deliverable completion:

    • 发布计划:通过发布计划更改管理的方法。Release planning: Approaches to change management through release planning.
    • 增量合理化:更改管理的迭代方法。Incremental rationalization: Iterative approach to change management. 重点是管理发布积压工作,以支持可管理的更改波形。The focus is on managing the release backlog to support manageable waves of change.
    • 10 种方法的强大功能:限制更改管理计划。Power of 10 approach: Limits the change management plan. 重点是详细分析和规划10个工作负荷的连续基数,以平衡增量更改和迭代采用工作量。The focus is on detailed analysis and planning of a continuous base of 10 workloads to balance incremental change and iterative adoption efforts.
    • 对齐迭代路径:更新并添加每个版本的详细信息,以确保当前的迭代路径。Align iteration paths: Update and add details at each release to ensure current iteration paths.
    • 评估工作负荷:云采用团队评估并处理最新迁移优先级的工作量。Assess workloads: The efforts of the cloud adoption team to evaluate and act on the most recent set of migration priorities.
    • 共识:云采用团队努力确保每次新创新的商业价值。Business value consensus: The cloud adoption team's efforts to ensure business value alignment at each release of new innovation.

    负责团队Accountable team 负责人和支持团队Responsible and supporting teams
  • 云策略团队Cloud strategy team
  • 云采用团队Cloud adoption team
  • Value 语句Value statement

    前面的步骤概括了业务主导的方法,从而在整个数字转换中建立运营卓越需求。The previous steps outline a business-led approach to establish operational excellence requirements throughout digital transformation. 此方法提供了通过其他操作模型函数的一致的基础。This approach provides a consistent foundation that carries through other operating model functions.

    共享体系结构原则

    跨项目组合提供卓越运营的后续步骤Next steps to delivering operational excellence across the portfolio

    卓越运营要求使用规范的可靠性、性能、安全性和成本优化方法。Operational excellence requires a disciplined approach to reliability, performance, security, and cost optimization. 使用此系列中的其余指导,通过一致的自动化方法实现这些原则。Use the remaining guidance in this series to implement these principles through consistent approaches to automation.