Microsoft Frameworks
White Paper……only link on page, back to my homepage is here, click.
Published: November
2002
IT
Occupation Taxonomy v.3.0
---hope you brought your lunch---
Table 1: Occupational Cluster
Perspective (MSF Role Association)
Table 2: MSF Role Cluster
Perspective
Table 3: Occupational Cluster
Perspective (MOF Role Associations)
Table 4: M0F Role Cluster
Perspective
Occupation Cluster Definitions
Critical Work Functions and Key
Activities, Knowledge and Skills
Microsoft Solutions Framework Role
Clusters
Microsoft Solutions Framework Role
Cluster Functional Areas Defined
Microsoft Operations Framework Role
Clusters
Microsoft Operations Framework Role
Cluster Functional Areas Defined
The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.
This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
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Ó Microsoft Corporation. All rights reserved.
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The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
Part Number: i433
During the process of adopting a Microsoft solution, Microsoft, its partners, and its customers must be
able to establish clear and natural relationships between their respective job
roles and responsibilities. Each may have their own development and operations
approach and organizational structure, and these must be reconciled in order to
ensure that all parties reference the same individuals within their companies
and understand the roles they play during a project or in managing
operations. A taxonomy, which
classifies objects into an ordered system, can facilitate the identification of
these relationships.
This white
paper provides a taxonomy, or map, to the natural relationships between
information technology (IT) job roles and team roles in the Microsoft Solutions
Framework (MSF) and Microsoft Operations Framework (MOF). The intent of this taxonomy is to help
customers and partners, regardless of how they organize their business, to easily
identify the individuals within the organization who have the needed talents to
successfully implement the Microsoft solution. This is an important first step
to ensuring a smoothly run project. When everyone involved in a project is
using a common terminology to define roles and functions, the potential for
miscommunication is greatly reduced.
Once the project is complete, the taxonomy can be applied to the
operations environment to ensure that the Microsoft solution continues to
achieve high performance.
Microsoft
contracted with the Northwest Center for Emerging Technologies (NWCET) to
define the job roles, or occupation clusters, within this IT occupation
taxonomy. NWCET has undertaken a cooperative effort called the Advanced
Technology Education project to identify skill standards that reflect industry
expectations in IT career clusters.
The
results of using the role mappings in this taxonomy are:
n Teams from different organizations clearly understand their roles and responsibilities within a project or operational environment.
n Project and operational risk is reduced by this clarity.
n Partners and customers better understand the roles within the Microsoft Frameworks and can more readily adopt the frameworks, thus realizing the benefits of the frameworks’ flexibility.
To maximize the success of IT projects, Microsoft has made available
packaged guidance on effectively designing, developing, deploying, operating,
and supporting solutions built on Microsoft technologies. The guidance is organized into two
complementary and well-integrated bodies of knowledge, or “frameworks.” These
are Microsoft Solutions Framework (MSF) and Microsoft Operations Framework
(MOF).
Microsoft Solutions Framework provides guidance in the planning,
building, and deploying phases of the project life cycle. Microsoft Operations Framework provides
guidance for effectively managing production systems within today’s complex
distributed IT environment.
Information on MSF is available on the Web at: http://www.microsoft.com/msf
Information on MOF is available on the Web at: http://www.microsoft.com/mof
Each of these frameworks has a process model and a team model. The process models each describe a
high-level sequence of activities and milestones. The team models each describe best practice role clusters to
structure teams and the key activities and competencies of each role cluster. Detailed information on these models can be
found at the above links.
This taxonomy document relates standard IT industry job roles and the MSF and MOF team model role clusters to assist the user in making the connection between different environments.
Occupation
clusters are logical categorizations of similar critical work functions within
an IT job role. This IT occupation
taxonomy defines 13 occupation clusters. Each occupation cluster defines
representative occupations, baseline critical work functions, and competencies
necessary to carry out each role within an IT organization. These occupation
clusters, representative occupations, and critical work functions together
serve as a guideline to communicate roles and responsibilities commonly
associated with IT businesses. This taxonomy document connects these standard
IT job elements with the MSF and MOF role clusters and their work functions.
Some of
these occupation clusters are not affiliated exclusively with just development
or operations activities. As
illustrated further into this document, some of these occupation clusters have
both project (MSF) and operational (MOF) associations. The associations are based on a combination
of the occupation cluster and the critical work functions performed by that
occupation, which are described later in this document.
The
following is a list of the 13 occupation clusters:
1. Technology architecture development and management
2. Business architecture development and management
3. Information technology (IT) management
4. Database administration and development
5. Network design and administration
6. Third-party management
7. Programming/software development
8. Project management
9. Product management
10. Technical support
11. Technical sales
12. Testing development and management
13. Professional training and user education
Note: In the
occupation clusters listed above, the title of technical sales (11) usually is
not associated with IT. However, the critical work functions the cluster
performs are pivotal to the success of IT efforts and should be represented.
The technical sales role, which a customer might not need, might be of greatest
interest to partners and others filling the consultative role.
Within every
organization are individuals performing a wide variety of roles. The Microsoft
Solutions and Operations Frameworks (MSF and MOF) are designed for use by any
organization introducing new or changing products or technologies. The roles
that the frameworks identify must be flexible. Therefore, rather than aligning
competencies with a specific job title, which may change within every
organization, the IT occupation taxonomy aligns competencies within occupation
clusters.
Occupation
clusters are logical
categorizations of similar critical work functions within an IT job role.
Representative
occupations are the
most common, industry-standard job titles found within an occupational cluster.
Each
occupation cluster lists the baseline critical work functions performed in that
role, and the key activities, technical knowledge, and foundation skills that
each critical work function requires.
Critical work functions are those baseline functions performed by people in
that occupation cluster.
Key activities outline task ownership. They are the baseline tasks performed within
each critical work function.
Key knowledge and foundation skills list the experience, capabilities, proficiency levels,
and skills sets required to carry out the tasks associated with a particular
critical work function within a particular occupation cluster.
The IT
occupation taxonomy defines 13 IT occupation clusters, their critical work
functions, and key knowledge and skill requirements. These details are
described at the base level. The tables provided in this document will enable
users to logically align each IT occupation cluster/critical work function
combination with the recommended team roles in the Microsoft Solutions and
Operations Frameworks (MSF and MOF).
Regardless
of the title that labels a job role, it is the critical work functions and key
knowledge and skills that will determine what job roles are the right match for
each particular team role one plays on a Microsoft project or operations team.
The critical
work functions within each occupation cluster are not specific to any one IT
environment. Each occupation cluster simply outlines baseline critical work
functions, knowledge, and skills required for a typical IT job role. For
example, some of the critical work functions for a database administration and
development occupation cluster are to identify high-level business rules for
data models, determine target environment/platform, apply appropriate database
design principles, methodologies, and tools, and be knowledgeable about backup
and recovery technology platforms.
The business
rules, target environment, design principles and tools, or security platform
that exists in an IT enterprise will differ from business to business. But the
fact that these baseline functions and knowledge and skill requirements exist
for most database administrators and developers is what makes the occupation
cluster map work.
Critical
work functions will most closely map to job descriptions. An individual may
perform multiple critical work functions and multiple individuals may perform
the same critical work functions. However, an organization should be able to
identify at least one person who performs each of the critical work functions.
If an organization does not have anyone on staff who meets the requirements of
the critical work function, and if it is a role that a Microsoft technology
project requires, then that role would be a candidate for either recruiting or
outsourcing.
This document presents the connections between the
standard IT job roles and the MSF and MOF role clusters. This information is presented from two
perspectives. The first is from the
occupational cluster perspective. These
tables (one each for MSF and MOF) identify for each occupational cluster the
associated Microsoft role clusters. The
second is from the Microsoft role cluster perspective. These tables (one each for MSF and MOF)
identify for each Microsoft role cluster the associated occupational clusters.
Tables 1 and 3, “Occupational Cluster Perspective
(MSF/MOF Role Association),” follow this format:
|
Occupation
Cluster |
Representative
Occupation |
Critical
Work Functions |
Microsoft
Role Cluster |
Microsoft
Role Cluster Functions |
Tables 2 and 4, “MSF/MOF Role Cluster Perspective,”
follow this format:
|
Microsoft
Role Cluster |
Occupation
Cluster |
Representative
Occupation |
Microsoft
Role Cluster Functions |
Critical
Work Functions |
The content of each cell in the table is a title. For four of the five columns in each table,
there is more detailed descriptive information further into this document. The
information in each of those cells is automatically linked to its descriptive
information.
Within this document, this descriptive information is
located after the tables. There are
four types of descriptive information:
·
Occupation
cluster definitions
·
Critical
work function definitions (which include an itemization of each work function’s
key activities and knowledge and skill requirements)
·
Microsoft
role cluster definitions
·
Microsoft
role cluster functional area definitions
Table
1 (pg. 10) and Table 3 (pg. 28) map the 13 occupational clusters in the IT taxonomy
to Microsoft Solutions Framework and Microsoft Operations Framework roles. If
using this document electronically, you can link to definitions and further
information by clicking items within the cells of each table. To return to the
table, click the back arrow on the Web tool bar (if the tool bar does not
display automatically, enable it).
If using this document in hard copy, you can find a
page reference to the same information next to each item.
To assist
you in making the connections between a specific IT job role and a Microsoft
role:
1.
Locate the
occupational cluster (column 1) that represents the category of work in which
the specific IT job role would normally fall.
2.
Review the
representative occupations (column 2) that are associated with that
occupational cluster to find the job title (or one similar) that represents the
work of the subject IT job role.
3.
Review all cells of
associated critical work functions (column 3) to select the work that is most
similar to that specific IT job role.
4.
For the relevant
critical work functions, view the Microsoft Framework (MSF of MOF) role cluster
(column 4) whose responsibilities are similar to the occupation
cluster/critical work function combination selected.
5.
Review the
Microsoft role cluster functions (column 5) to understand the specific work
activities for each role.
Example: A
project in which an IT Application Architect would participate
1.
The first
occupation cluster, Technology Architecture Development and Management (row 1
of table), is where the IT architect’s job role would normally fall.
2.
The representative
occupation “Information Systems Architect” is the job title this individual has
within his IT organization.
3.
The critical work
functions (column 3) in row 1, Identify Strategic Customer Requirements and row
3, Determine Systems Solution, match the IT Applications Architect’s expertise
and work responsibilities.
4.
The IT Application
Architect’s participation in the project would fall within the Product
Management (column 4) role cluster and/or the Development Role Cluster.
5.
The IT Application
Architect’s specific project functions (column 5) within the Product Management
Role Cluster would be Customer Advocacy and Product Planning. His project function within the Development
Role Cluster would be Implementation Architecture and Design.
Table 1: Occupational Cluster Perspective (MSF Role Association) How to use this table (pg. 9)
|
Occupation Cluster |
Representative Occupations |
Critical Work Functions |
MSF Role Association |
Applicable MSF Role Functions |
|
· Application integrator · Business continuity analyst · Cross-enterprise integrator · Data systems designer · Data systems manager · Data warehouse designer · Electronic business specialist · Electronic commerce specialist · Electronic transaction specialist · Electronic transactions implementer · Information systems architect · Information systems planner · Infrastructure analyst · Network architect · Systems analyst · Systems architect ·
Systems integrator |
·
Identify strategic customer
requirements (pg. 56) |
Product Management
(pg. 124) |
· Marketing (pg. 126) · Business Value (pg. 126) · Customer Advocacy (pg. 126) · Product Planning (pg. 126) |
|
|
· Provide strategic direction for systems configuration and interoperability (pg. 80) · Provide high-level technology logistics (pg. 58) · Implement systems (pg. 59) ·
Define security requirements and
implement security solutions (pg. 60) |
Release
Management (pg. 125) |
· Infrastructure (pg. 129) · Support (pg. 129) |
||
|
· Determine systems solutions (pg. 56) · Implement systems (pg. 59) ·
Define security requirements and
implement security solutions (pg. 60) |
Development
(pg. 124) |
· Implementation Architecture and Design (pg. 127) · Application Development (pg. 127) · Infrastructure Development (pg. 127) |
||
|
· Business architect · Business continuity analyst · Data systems manager · Electronic business specialist ·
· Information systems planner · Infrastructure analyst · Infrastructure manager · Infrastructure planner · IT service manager |
· Provide
strategic business direction for technology (pg. 80) |
Product
Management (pg. 124) |
· Marketing (pg. 126) · Business Value (pg. 126) · Customer Advocacy (pg. 126) · Product Planning (pg. 126) |
|
|
· Perform infrastructure planning (pg. 62) |
Release
Management (pg. 125) |
· Infrastructure (pg. 129) |
||
|
Information
Technology Management (pg. 51) |
· Development manager · Product deployment manager · Product development manager · Product manager · Product release manager · Product testing manager · Support manager · Team manager |
· Manage solution definition process and customer expectations (pg. 65) · Manage
customer interactions (pg. 68) |
Product
Management (pg. 124) |
· Customer Advocacy (pg. 126) · Product Planning (pg. 126) |
|
· Manage overall solution development (pg. 66) · Manage IT budgeting process (pg. 69) |
Program
Management (pg. 124) |
· Project Management (pg. 126) · Solution Architecture (pg. 126) · Process Assurance (pg. 127) · Administrative Services (pg. 127) |
||
|
· Manage solution release and deployment (pg. 67) |
Release
Management (pg. 125) |
· Infrastructure (pg. 129) · Support (pg. 129) · Operations (pg. 129) |
||
|
· Data administrator · Data analyst · Data architect · Data management associate · Data modeler · Database administration associate · Database administrator · Database analyst · Database developer · Database manager · Database modeler · Database security expert · Decision support services specialist · Knowledge architect · Modeling specialist · Senior database administrator · Senior systems analyst · Systems administrator · Systems
analyst |
· Analyze
and design database (pg. 70) ·
Develop
and implement database (pg. 71) |
Development
(pg. 124) |
· Application Development (pg. 127) |
|
|
|
·
Provide client services (pg. 73) |
User Experience
(pg. 125) |
· Training/Support Material (pg. 128) · Usability Research and Testing (pg. 128) |
|
|
Network Design
and Administration (pg. 51) |
· Communications analyst · Data communications analyst · Information systems administrator · Information systems operator ·
· Network administrator · Network analyst · Network architect · Network engineer · Network manager · Network operations analyst · Network security analyst · Network specialist · Network technician · Network transport administrator · PC network engineer · PC support specialist · PC systems support lead · Systems administrator · Systems engineer · Technical support specialist · User support specialist |
· Perform analysis and design (pg. 74) · Perform configuration and implementation (pg. 75) ·
Perform security administration
(pg. 73) |
Development
(pg. 124) |
· Technology Consulting (pg. 127) · Infrastructure Development (pg. 127) |
|
· Perform testing (pg. 76) |
Test (pg. 125) |
· Test Planning (pg. 128) · Test Engineering (pg. 128) · Test Reporting (pg. 128) |
||
|
Third-Party
Management (pg. 52) |
· Business relation manager · Contract manager · Partner manager · Partner relationship manager · Partner support manager · Partner strategy planner · Strategic partner analyst · Third-party contract manager · Third-party manager · Third-party support manager |
· Identify and select strategic partners (pg. 79) ·
Provide strategic direction for
partner relationship program (pg. 80) |
Product
Management (pg. 124) |
· Business Value (pg. 126) · Customer Advocacy (pg. 126) · Product Planning (pg. 126) |
|
· Develop and manage partner business relationships (pg. 79) · Develop, manage, and negotiate contracts (pg. 81) · Evaluate performance of partners and effectiveness of relationships (pg. 82) |
Program
Management (pg. 124) |
· Project Management (pg. 126) · Solution Architecture (pg. 126) · Process Assurance (pg. 127) · Administrative Services (pg. 127) |
||
|
|
· Applications analyst · Applications engineer · Business analyst · Computer engineer · Data modeler · Operating system designer/engineer · Operating system programmer/analyst · Program manager · Programmer · Programmer/analyst · Project lead · Software applications specialist · Software architect · Software design engineer · Software design engineer and tester · Software development engineer · Software engineer · Software QA specialist · Software tester · Systems analyst · Systems administrator · Test engineer ·
Tester |
· Analyze and design solution structure (pg. 83) |
Product
Management (pg. 124) |
· Customer Advocacy (pg. 126) · Product Planning (pg. 126) |
|
· Release
solutions (pg. 86) · Implement
solutions (pg. 87) |
Release
Management (pg. 125) |
· Infrastructure (pg. 129) · Support (pg. 129) · Operations (pg. 129) |
||
|
· Analyze and design solution structure (pg. 83) · Design/develop programs (pg. 84) · Develop structure (pg. 84) · Implement solutions (pg. 87) · Manage development environment (pg. 88) · Manage enterprise-wide development activities (pg. 88) · Perform
development-related security administration (pg. 89) |
Development
(pg. 124) |
· Implementation Architecture and Design (pg. 127) · Application Development (pg. 127) · Infrastructure Development (pg. 127) |
||
|
·
Test
programs (pg. 85) ·
Validate
programs (pg. 86) |
Test (pg. 125) |
· Test Planning (pg. 128) · Test Engineering (pg. 128) · Test Reporting (pg. 128) |
||
|
|
· Procurement manager · Program budget manager · Program lead · Program manager · Program planner · Program risk manager · Project integration manager · Project lead · Project manager · Project planner · Project quality manager · Resource allocation manager · Risk assessment manager |
· Define and manage project scope (pg. 91) · Define and manage project plan and timeline (pg. 92) · Manage project integration (pg. 90) · Develop and manage project budget (pg. 93) · Manage project quality process (pg. 93) · Manage project human resources (pg. 94) · Manage project communication processes (pg. 95) · Assess and manage risks (pg. 96) ·
Manage project procurement processes (pg. 96) |
Program
Management (pg. 124) |
· Project Management (pg. 126) · Solution Architecture (pg. 126) · Process Assurance (pg. 127) · Administrative Services (pg. 127) |
|
· Manage project procurement processes (pg. 96) |
Release
Management (pg. 125) |
· Infrastructure (pg. 129) |
||
|
Product
management (pg. 53) |
· Product manager · Business analyst · Systems analyst ·
Systems planner |
· Manage customer expectations and customer interaction processes (pg. 97) · Drive feature identification and prioritization (pg. 98) · Drive shared product vision (pg. 98) ·
· Develop, maintain, and execute the communications plan (pg. 100) ·
Support customer in marketing to
users, and training users and technical staff (pg. 101) |
Product
Management (pg. 124) |
· Marketing (pg. 126) · Business Value (pg. 126) · Customer Advocacy (pg. 126) · Product Planning (pg. 126) |
|
Technical Sales
(pg. 54) |
· Customer account manager · Customer liaison · Customer service representative · Customer support professional · Marketing strategy manager · Product solution manager · Sales consultant · Sales representative · Sales support technician · Service solution manager · Solution delivery manager · System engineer · Technical account manager · Technical sales consultant · Technical specialist |
· Develop and manage customer accounts (pg. 107) · Develop product and service solution with customer (pg. 108) · Manage delivery of solution (pg. 109) · Develop and update presentations of product and services (pg. 110) ·
Assess general market environment
(pg. 111) ·
Develop long-term sales and marketing
strategies (pg. 111) |
Product
Management (pg. 124) |
· Marketing (pg. 126) · Business Value (pg. 126) · Customer Advocacy (pg. 126) · Product Planning (pg. 126) |
|
Testing
Development and Management (pg. 54) |
· Software tester · Test analyst · Test engineer · Test lead · Test manager · Test strategy planner · Tester ·
· Usability test manager · Usability tester |
· Develop test strategy and plan (pg. 112) · Develop test scripts and processes (pg. 113) · Implement test plan (pg. 114) · Analyze test results and findings (pg. 115) · Provide status and develop recommendations based on test results (pg. 116) · Perform usability testing (pg. 117) ·
Assess effectiveness of test plan,
strategy, and processes (pg. 117) |
Test (pg. 125) |
· Test Planning (pg. 128) · Test Engineering (pg. 128) · Test Reporting (pg. 128) |
|
· Instructional designer · Needs assessment manager · Readiness assessment manager · Technical trainer · Technical training developer · Technical training manager · Trainer · Training manager · Training-needs assessment manager · Training solution developer · Training solution manager · User education professional · User manual developer · User manual tester |
· Analyze training needs through skills assessment (pg. 119) · Develop training solutions (pg. 120) · Deliver training (pg. 121) · Assess training effectiveness (pg. 121) ·
Develop user manuals (pg. 122) |
User Experience (pg.
125) |
· Accessibility (pg. 128) · Training/Support Material (pg. 128) · Usability Research and Testing (pg. 128) · User Interface Design (pg. 128) |
Table
2 (pg. 19) and Table 4 (pg. 40) map Microsoft Solutions Framework and Microsoft
Operations Framework roles to the 13 occupational clusters in the IT taxonomy.
If using this document electronically, you can link to definitions and further
information by clicking items within each cell. To return to the table, click
the back arrow on the Web tool bar (if the tool bar does not display
automatically, enable it).
q
If using this document
in hard copy, you can find a page reference to the same information next to
each item.
q
To assist you in making the connections between a
Microsoft role and a specific IT job role:
1.
Locate the
Microsoft role cluster in which you are interested (column 1).
2.
Select the
occupation cluster (column 2) that represents the category of work that is
relevant to the specific role cluster situation.
3.
View the
representative occupations (click its link or refer to its page number) to
identify all the job titles that may be relevant to the situation. This will assist in identifying specific
individuals within an IT organization.
4.
Review the critical
work functions (column 4) to relate these to the applicable Microsoft role
functions (column 5).
5.
Match the specific
individuals within the IT organization with the appropriate Microsoft role
functions.
Table 2: MSF Role Cluster Perspective How to use this table (pg. 18)
Table 3: Occupational Cluster Perspective (MOF Role Associations) How to use this table (pg. 9)
|
|
Representative Occupations |
Critical Work Functions |
MOF
Role Association |
Applicable MOF Role Functions |
|
· Application integrator · Business continuity analyst · Cross-enterprise integrator · Data systems designer · Data systems manager · Data warehouse designer · Electronic business specialist · Electronic commerce specialist · Electronic transaction specialist · Electronic transactions implementer · Information systems architect · Information systems planner · Infrastructure analyst · Network architect · Systems analyst · Systems architect ·
Systems integrator |
· Implement systems (pg. 59) |
Release (pg. 131) |
·
Change Manager (pg. 135) ·
Change Owner (pg. 135) ·
Communications Coordinator
(pg. 135) ·
Configuration Manager (pg. 136) ·
Documentation Coordinator
(pg. 136) ·
Release Manager (pg. 136) ·
Test Coordinator (pg. 137) ·
Training Manager (pg. 137) |
|
|
· Identify strategic customer requirements (pg. 56) · Determine systems solutions (pg. 56) · Provide strategic direction for systems configuration and interoperability (pg. 80) · Provide high-level technology logistics (pg. 58) |
Infrastructure (pg. 131) |
·
Application Architect (pg. 138) ·
Availability Manager (pg. 138) ·
Capacity Manager (pg. 138) ·
Directory Services Manager
(pg. 139) ·
Facility Manager (pg. 140) ·
Messaging and Middleware
Architect (pg. 140) ·
Program Manager (pg. 141) ·
Risk Manager (pg. 141) ·
Service Continuity Manager
(pg. 141) ·
Service Level Manager (pg. 142) ·
System Integrator (pg. 142) ·
User Experience Engineer (pg.
143) |
||
|
· Define security requirements and implement security solutions (pg. 60) |
Security (pg. 133) |
·
Security Manager (pg. 151) |
||
|
· Business architect · Business continuity analyst · Data systems manager · Electronic business specialist · Electronic commerce strategist · Information systems planner · Infrastructure analyst · Infrastructure manager · Infrastructure planner · IT service manager |
· Provide strategic business direction for technology (pg. 80) · Perform infrastructure planning (pg. 62) · Manage and support infrastructure (pg. 63) · Manage
IT service budgeting process (pg. 64) |
Infrastructure (pg. 131) |
·
Application Architect (pg. 138) ·
Directory Services Manager
(pg. 139) ·
Facility Manager (pg. 140) ·
Financial Manager (pg. 140) ·
Organizational Designer (pg. 140) ·
Process Designer (pg. 141) ·
Program Manager (pg. 141) ·
Risk Manager (pg. 141) ·
System Integrator (pg. 142) |
|
|
Security (pg. 133) |
·
Security Manager (pg. 151) |
|||
|
Information
Technology Management (pg. 51) |
· Development manager · Product deployment manager · Product development manager · Product manager · Product release manager · Product testing manager · Support manager · Team manager |
· Manage
solution release and deployment (pg. 67) |
Release
(pg. 131) |
·
Change Manager (pg. 135) ·
Change Owner (pg. 135) ·
Communications Coordinator
(pg. 135) ·
Documentation Coordinator
(pg. 136) ·
Release Manager (pg. 136) ·
Test Coordinator (pg. 137) ·
Training Manager (pg. 137) |
|
· Manage solution definition process and customer expectations (pg. 65) · Manage overall solution development (pg. 66) · Manage
IT budgeting process (pg. 69) |
Infrastructure (pg. 131) |
·
Financial Manager (pg. 140) ·
Program Manager (pg. 141) ·
Project Manager (pg. 141) |
||
|
· Manage
customer interactions (pg. 68) |
Support (pg. 132) |
·
Communications Coordinator
(pg. 143) ·
Major Incident Manager (pg. 144) ·
Service Desk Manager (pg. 144) |
||
|
· Data administrator · Data analyst · Data architect · Data management associate · Data modeler · Database administration associate · Database administrator · Database analyst · Database developer · Database manager · Database modeler · Database security expert · Decision support services specialist · Knowledge architect · Modeling specialist · Senior database administrator · Senior systems analyst · Systems administrator · Systems
analyst |
· Analyze
and design database (pg. 70) · Develop and implement database (pg. 71) · Perform administration and maintenance (pg. 72) · Perform security administration (pg. 73) ·
Provide client services (pg. 73) |
Infrastructure (pg. 131) |
·
Data Architect (pg. 138) ·
Database Developer (pg. 139) ·
Data Modeler (pg. 139) ·
Directory Designer (pg. 139) ·
Software Tester (pg. 142) ·
Test Lead (pg. 142) |
|
|
· Analyze
and design database (pg. 70) · Develop and implement database (pg. 71) · Perform administration and maintenance (pg. 72) ·
Perform security administration
(pg. 73) |
Operations (pg. 132) |
·
Database Administrator (pg. 145) ·
Directory Administrator (pg. 145) ·
Middleware Manager (pg. 146) ·
Monitoring Manager (pg. 146) ·
Storage Administrator (pg. 148) ·
Storage Manager (pg. 148) |
||
|
·
Perform security administration
(pg. 73) |
Security (pg. 133) |
·
Security Manager (pg. 151) ·
Database Security Technician
(pg. 150) |
||
|
Network Design
and Administration (pg. 51) |
· Communications analyst · Data communications analyst · Information systems administrator · Information systems operator · IT engineer · Network administrator · Network analyst · Network architect · Network engineer · Network manager · Network operations analyst · Network security analyst · Network specialist · Network technician · Network transport administrator · PC network engineer · PC support specialist · PC systems support lead · Systems administrator · Systems engineer · Technical support specialist · User support specialist |
· Perform configuration and implementation (pg. 75) · Perform testing (pg. 76) · Perform monitoring and management (pg. 76) · Perform administration and maintenance (pg. 77) ·
Perform security administration
(pg. 73) |
Release
(pg. 131) |
·
Change Manager (pg. 135) ·
Change Owner (pg. 135) ·
Communications Coordinator
(pg. 135) ·
Configuration Manager (pg. 136) ·
Documentation Coordinator
(pg. 136) ·
Release Manager (pg. 136) ·
Test Coordinator (pg. 137) ·
Training Manager (pg. 137) |
|
· Perform analysis and design (pg. 74) · Perform configuration and implementation (pg. 75) |
Infrastructure (pg. 131) |
·
Network Designer (pg. 140) |
||
|
· Perform monitoring and management (pg. 76) ·
Perform administration and maintenance
(pg. 77) |
Operations (pg. 132) |
·
Network Manager (pg. 146) |
||
|
·
Perform monitoring and management
(pg. 76) ·
Perform security administration
(pg. 73) |
Security (pg. 133) |
·
Messaging Security Technician
(pg. 150) ·
Network Security Technician
(pg. 150) ·
Security Manager (pg. 151) |
||
|
Third-Party
Management (pg. 52) |
· Business relation manager · Contract manager · Partner manager · Partner relationship manager · Partner support manager · Partner strategy planner · Strategic partner analyst · Third-party contract manager · Third-party manager · Third-party support manager |
· Identify and select strategic partners (pg. 79) ·
Provide strategic direction for
partner relationship program (pg. 80) · Develop and manage partner business relationships (pg. 79) · Develop, manage, and negotiate contracts (pg. 81) ·
Evaluate performance of partners and
effectiveness of relationships (pg. 82) |
Partner
(pg. 134) |
·
Contract Manager (pg. 152) ·
Outsourcing Manager (pg. 152) ·
Partner Account Manager (pg. 152) ·
Vendor Manager (pg. 152) |
|
Programming/
software development (pg. 52) |
· Applications analyst · Applications engineer · Business analyst · Computer engineer · Data modeler · Operating system designer/engineer · Operating system programmer/analyst · Program manager · Programmer · Programmer/analyst · Project lead · Software applications specialist · Software architect · Software design engineer · Software design engineer and tester · Software development engineer · Software engineer · Software QA specialist · Software tester · Systems analyst · Systems administrator · Test engineer ·
Tester |
·
Release solutions (pg. 86) ·
Implement solutions (pg. 87) |
Release
(pg. 131) |
·
Change Manager (pg. 135) ·
Change Owner (pg. 135) ·
Communications Coordinator
(pg. 135) ·
Configuration Manager (pg. 136) ·
Documentation Coordinator
(pg. 136) ·
Release Manager (pg. 136) ·
Test Coordinator (pg. 137) ·
Training Manager (pg. 137) |
|
· Analyze and design solution structure (pg. 83) · Design/develop programs (pg. 84) · Develop structure (pg. 84) ·
Test
programs (pg. 85) · Validate programs (pg. 86) |
Infrastructure (pg. 131) |
·
Application Architect (pg. 138) ·
Data Architect (pg. 138) ·
Database Developer (pg. 139) ·
Data Modeler (pg. 139) ·
Directory Designer (pg. 139) ·
Directory Services Manager
(pg. 139) ·
Documentation Coordinator
(pg. 139) ·
Messaging and Middleware
Architect (pg. 140) ·
Program Manager (pg. 141) ·
Programmer (pg. 141) ·
Project Manager (pg. 141) ·
Software Engineer
(pg. 142) ·
Software Tester (pg. 142) ·
System Integrator (pg. 142) ·
Test Lead (pg. 142) ·
Usability Tester
(pg. 143) ·
User Experience Engineer (pg.
143) |
||
|
· Analyze and design solution structure (pg. 83) · Design/develop programs (pg. 84) · Develop structure (pg. 84) ·
Test
programs (pg. 85) · Validate programs (pg. 86) ·
Perform development-related security
administration (pg. 89) |
Security (pg. 133) |
·
Application Security Technician
(pg. 150) ·
Hardware Security Technician (pg. 150) ·
Messaging Security Technician
(pg. 150) ·
Network Security Technician
(pg. 150) ·
Operating System Security
Technician (pg. 150) ·
Security Manager (pg. 151) |
||
|
Technical Support
(pg. 54) |
· Analyst · Call center support representative · Customer liaison · Customer service representative · Customer support professional · Help desk specialist · Help desk technician · Maintenance technician · PC support specialist · PC systems coordinator · Product support engineer · Sales support technician · Senior systems analyst · Systems analyst · Technical account manager · Technical support engineer · Technical support representative · Testing engineer |
· Perform troubleshooting (pg. 102) · Perform hardware and software installation, configuration, and upgrades (pg. 104) ·
Provide
technical support to production environment (pg. 106) |
Release
(pg. 131) |
·
Change Owner (pg. 135) ·
Communications Coordinator
(pg. 135) ·
Configuration Manager (pg. 136) ·
Documentation Coordinator
(pg. 136) ·
Release Manager (pg. 136) ·
Test Coordinator (pg. 137) ·
Training Manager (pg. 137) |
|
· Perform troubleshooting (pg. 102) · Provide facilitation and customer service (pg. 103) · Perform system operations, monitoring, and maintenance (pg. 105) · Perform security administration (pg. 106) ·
Provide
technical support to production environment (pg. 106) |
Support (pg. 132) |
·
Communications Coordinator
(pg. 143) ·
Major Incident Manager (pg. 144) ·
Service Desk Manager (pg. 144) ·
Incident Manager (pg. 143) ·
Problem Manager (pg. 144) ·
Service Desk Analyst (pg. 144) ·
Specialist Support (pg. 145) |
||
|
· Perform troubleshooting (pg. 102) · Provide facilitation and customer service (pg. 103) · Perform hardware and software installation, configuration, and upgrades (pg. 104) · Perform system operations, monitoring, and maintenance (pg. 105) ·
Provide
technical support to production environment (pg. 106) |
Operations (pg. 132) |
·
Applications Manager (pg. 145) ·
Database Administrator (pg. 145) ·
Directory Administrator (pg. 145) ·
Facilities Manager (pg. 145) ·
Hardware Manager (pg. 146) ·
Middleware Manager (pg. 146) ·
Monitoring Manager (pg. 146) ·
Network Manager (pg. 146) ·
Operating System Manager (pg.
147) ·
Operations Manager (pg. 147) ·
Print Administrator (pg. 148) ·
Print Manager (pg. 148) ·
Storage Administrator (pg. 148) ·
Storage Manager (pg. 148) ·
Voice Communications Technician
(pg. 149) |
||
|
· Perform troubleshooting (pg. 102) · Perform security administration (pg. 106) ·
Provide
technical support to production environment (pg. 106) |
Security (pg. 133) |
·
Anti-virus Technician (pg. 150) ·
Application Security Technician
(pg. 150) ·
Database Security Technician
(pg. 150) ·
Egress Security Technician
(pg. 150) ·
Facilities Security Technician
(pg. 150) ·
Hardware Security Technician (pg. 150) ·
Messaging Security Technician
(pg. 150) ·
Network Security Technician
(pg. 150) ·
Operating System Security
Technician (pg. 150) ·
Personnel Security Technician
(pg. 151) ·
Security Compliance Officer
(pg. 151) ·
Security Manager (pg. 151) |
||
|
· Instructional designer · Needs assessment manager · Readiness assessment manager · Technical trainer · Technical training developer · Technical training manager · Trainer · Training manager · Training-needs assessment manager · Training solution developer · Training solution manager · User education professional · User manual developer · User manual tester |
· Analyze training needs through skills assessment (pg. 119) · Develop training solutions (pg. 120) · Deliver training (pg. 121) · Assess training effectiveness (pg. 121) |
Release
(pg. 131) |
·
Documentation Coordinator
(pg. 136) ·
Training Manager (pg. 137) |
|
|
· Analyze training needs through skills assessment (pg. 119) · Develop training solutions (pg. 120) · Assess training effectiveness (pg. 121) ·
Develop user manuals (pg. 122) |
Infrastructure (pg. 131) |
·
User Experience Engineer (pg.
143) ·
Documentation Coordinator
(pg. 139) ·
Usability Tester
(pg. 143) |
Table 4: M0F Role Cluster Perspective How to use this table (pg. 18)
Professionals
in this cluster deal with technology issues at the system or enterprise level.
They need to be very knowledgeable of technology trends and of the benefits and
limitations of specific technology solutions. However, their technical
knowledge does not need to be as detailed as a technology developer. Most
professionals in this cluster have a lot of experience with technology systems
and technology organizations. They need to understand the business directions
and constraints of the organization and how these impact technology decisions.
Issues of security, flow of information throughout the enterprise, need for
access to information by specific groups, system architecture, and overall
interoperability of systems are major areas of concern for this role.
In large
organizations, a team rather than an individual often fills this role. For
instance, one person may specialize in system security issues and strategies,
while another may focus on long-term technology needs of the organization.
A junior
professional in this position may deal with parts of the organization and
focused technology architecture issues. As this job increases in
responsibilities and scope, this role deals with broader enterprise systems and
technology strategies.
The path to
this profession is often based on technology specialists who have developed a
strong enterprise- and system-wide knowledge and perspective. A companion to
this profile is the business architecture development and management profile,
which has a stronger business emphasis.
Professionals
in this cluster deal with high-level technology decisions and
technology-related business strategies. Their knowledge of technology
management and of the interaction between technology and business systems is
critical. Development of long-term strategies and management of standards as
they relate to the design of infrastructure and the use of technology
throughout the enterprise are essential elements in this role. A strong
business experience is necessary, complemented by broad technology knowledge.
In large
organizations, a team rather than an individual often fulfills this role. For
instance, one person may specialize in planning and management of
infrastructure, while another may focus on the development and management of
policies and standards. As a junior professional, this person may deal with the
management of existing infrastructure and make recommendations for future
development and improvement. As the job increases in responsibilities and scope,
this role deals with long-term planning and long-term strategy development.
The path to
this profession may be based on business professionals who have acquired a
strong knowledge of technology solutions and systems. It can also be based on
technology specialists who have acquired a broad business knowledge and
enterprise-wide perspective. A companion to this profile is the technology
architecture development and management profile, which has a stronger
technology emphasis. In general, the business architect profile would include a
higher level of responsibilities and have a higher impact on the enterprise.
Professionals
in this cluster deal with the management of people/teams, as well as IT
processes. This profile is a composite of roles often performed by different
professionals. Each critical work function requires similar skills in terms of
planning and management, but different knowledge and experience in terms of the
application. As an example, even though similar skills are required to manage
“product definitions” and to manage “product development and testing,” these
two areas require a different set of knowledge and connections within and
outside of the enterprise. In small organizations, the technology professionals
themselves often perform the IT management role. Some organizations choose to
have one IT manager who acts as an internal consultant and facilitator to a
wide range of IT processes.
As a junior
professional, this person may deal with simple processes or specific parts of complex
processes and projects. As this job increases in responsibilities and scope,
this role deals with processes with increasing levels of complexity, spanning
longer time periods and involving larger teams of participants.
The path to
this profession is often based on technology specialists who have acquired a
strong knowledge of process management, and team interaction and organization.
A companion to this profile is the project management profile, which has a
stronger project focus as opposed to a process focus.
Professionals
in this cluster are responsible for the design, development, and maintenance of
databases. In large organizations, a team rather than an individual often fills
this role. For instance, one person may specialize in the design, while another
may focus on the maintenance of the database. Some may specialize in large
databases for financial applications, while others may focus on the design of
databases for Internet applications. Specific applications require knowledge of
specific database structures and programming languages.
As a junior
professional, this person may deal with the maintenance of the database or the
creation of specific database elements. As this job increases in
responsibilities and scope, this role deals with the design and planning of
large and complex database systems. This profile can lead to the technology
architecture development and management role as a career path.
Professionals
in this cluster are responsible for the design, development, implementation,
and administration of network systems. In large organizations, a team rather
than an individual often fills this role. For instance, one person may
specialize in the design, while another may focus on the maintenance of the
network system. Some may specialize in large networks that form the backbone of
the organization, while others may focus on the design of networks for Internet
applications. Specific applications require knowledge of specific network
structures and technology.
As a junior
professional, this person may deal with the maintenance of the network, or the
design or implementation of specific elements of the network system. As this
job increases in responsibilities and scope, this role deals with the design
and planning of large and complex network systems. This profile can lead to the
technology architecture development and management role as a career path.
Professionals
in this cluster are responsible for the establishment and management of
third-party relationships. This role requires professionals to have a set of
high-level business skills supported by a broad technical knowledge. They deal
with partners to the enterprise often at a high management level of
interaction. They need a thorough understanding of the enterprise strategic
directions to make effective decisions regarding the selection of partners.
They often act as a consultant to the partner organization to ensure a
relationship that will benefit both sides of the partnership.
The supplier
role includes a broad collection of IT partners, service suppliers, and
outsource vendors who work as virtual members of the IT team in providing
hardware, software, networking, hosting, and support services. The degree to
which an IT organization utilizes supplier services varies widely from business
to business, depending on the size, location, industry type, and the strategic
goals of the business.
In large
organizations, a team rather than an individual often fills this role. For
instance, one person may specialize in the development and administration of
third-party contracts, while another may focus on long-term partnership
strategies. As a junior professional, this person may deal with only one
partner or a specific element in the partnership process. As the job increases
in responsibilities and scope, this role deals with long-term strategies in the
development of strategic partnerships.
The path to
this profession is often based on business and legal professionals who have
acquired a broad knowledge of technology trends and strategies. A related
profile is the technical sales profile. Technical sales professionals deal with
customers in a partnership-type relationship but usually at a lower management level
of interaction.
Professionals
in this cluster are responsible for the design, development, implementation,
and administration of programs and software applications. In large
organizations, a team rather than an individual often fills this role. For
instance, one person may specialize in software solution design, while another
may focus on the coding or testing of the software. Some may specialize in
large software programs for financial applications, while other may focus on
the design of user software or Internet applications. Specific applications
require knowledge of specific programming structures and language.
As a junior
professional, this person may deal with the design or implementation of simple
applications or elements of a complex software solution. As this job increases
in responsibilities and scope, this role deals with the design and planning of
large and complex software solutions.
Professionals
in this cluster deal with the management of IT projects. In small
organizations, the technology professionals themselves often perform the
project management role. Some organizations choose to have one project manager
who acts as an internal consultant and facilitator to a wide range of IT projects.
As a junior
professional, this person may deal with simple projects or specific parts of
complex projects. As this job increases in responsibilities and scope, this
role deals with projects with increasing levels of complexity, spanning longer
time periods and involving larger teams of participants.
The path to
this profession is often based on technology specialists who have acquired a
strong knowledge of project management, and team interaction and organization.
A companion to this profile is the IT management profile that has a stronger
process focus as opposed to a project focus.
Professionals
in this cluster deal with the management of the definition, development, and
delivery of the technology product/solution. They have a close relationship
with both the customers and the technical team, often acting as a negotiator
and facilitator of the communication process between the two groups. Even
though in some organizations, different persons perform these functions, having
one professional in this role gives continuity to the communication and
management process. This is critical both in ensuring customer satisfaction and
in increasing efficiency of the overall process.
This
professional’s key role is to ensure success for the customer in implementing a
technology product/solution that will meet their need; and to support the
technical team in the product development and delivery process. It is critical
for this person to have a thorough understanding of the constraints, needs, and
perspectives of both the customer and technical team.
As a junior
professional, this person may deal with simple processes or specific parts of
complex processes and projects, or small customer organizations. As this job
increases in responsibilities and scope, this role deals with customer and
product processes with increasing levels of complexity, spanning longer time
periods and involving larger customer organizations and technical teams.
The path to
this profession is often based on technical sales specialists who have
developed strong planning and management skills; or on technology specialists
who have acquired a strong knowledge of process management and customer
interaction and organization.
Professionals
in this cluster support technology systems, applications, and users. In most
organizations, a team fills this role. Members of the teams may specialize in
hardware or software, while others may focus more exclusively on resolving
technology problems for the users. Some technical support professionals
specialize in one type of system or technology.
As a junior
professional, this person may deal with routine maintenance and
troubleshooting. As this job increases in responsibilities and scope, this role
deals with complex systems and support of system deployments and upgrades. This
profile overlaps with the maintenance/administration function of the network
design and administration profile.
Professionals
in this cluster develop and manage customer accounts and relationships. This
role requires a solid mix of business and technical skills and knowledge. They
deal with customers in a partnership-type relationship, helping customers
decide which solutions work best for their needs and facilitating the delivery
and deployment process. They need a thorough understanding of the applications
and of the available technology solutions. They often act as a consultant to
the customer organization to select the most effective technical solutions and
services.
In large
organizations, teams of technical sales specialists serve large accounts, and
each sales representative deals with one aspect of operations. As a junior
professional, this person may deal with small accounts or with well-defined
technology solutions. As the job increases in responsibilities and scope, this
role deals with the delivery of complex, custom technology solutions and the
development of long-term strategic partnerships with customers.
The path to
this profession is usually based on technology specialists with strong customer
skills. A related profile is the third-party management profile. Third-party
management professionals deal with partners, rather than exclusively with
customers, usually at a higher management level of interaction than do most
technical sales professionals.
Professionals
in this cluster perform testing of technology applications. Members of the
teams may specialize in testing hardware or software functionality, while
others may focus on product usability. Some testing development and management
professionals specialize in one type of system or technology.
As a junior
professional, this person may deal with routine testing. As this job increases
in responsibilities and scope, this role deals with the testing of complex
systems and the development of testing strategies and protocols. This profile
overlaps with the testing function of other technology application development
specialists.
This profile
is a composite of two related but often separate roles: professional training
professionals and user education professionals. Professional training
professionals assess the needs for skill enhancement of the organization,
groups, and individuals, and develop and deliver appropriate training. This
role requires a strong knowledge of assessment and training delivery
techniques, as well as a good knowledge of technology products and solutions.
User education professionals develop user manuals and user training. This role
requires a thorough understanding of user needs and knowledge, as well as
excellent document-development and writing skills.
As a junior
professional, this person may deliver packaged training or write elements of a
user manual. As this job increases in responsibilities and scope, this role
deals with the development of custom training, the assessment of needs for
training, or the planning of complex user documentation.
Technical
Architecture Development and Management ·
Application integrator ·
Business continuity analyst ·
Cross-enterprise integrator ·
Data systems designer ·
Data systems manager ·
Data warehouse designer ·
Electronic business specialist ·
Electronic commerce specialist ·
Electronic transaction specialist ·
Electronic transactions implementer ·
Information systems architect ·
Information systems planner ·
Infrastructure analyst ·
Network architect ·
Systems analyst ·
Systems architect ·
Systems integrator
Occupation Cluster: Technical Architecture Development and
Management (pg. 50)
Key
activities:
|
Identify and document customer requirements |
|
Assess and document current systems capabilities and user trends |
|
Develop and document business process model |
|
Capture, and maintain, applications and supporting systems models |
|
Identify performance metrics |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of systems requirements and systems modeling
n Knowledge of company procedures regarding document sign-off and customer validation
n Ability to draw requirements from customers and infer technological implications
n Knowledge of external customer requirements and transaction procedures
n Ability to audit customer use of systems against systems capabilities
n Knowledge of analysis tools and metrics to measure user trends
n Ability to identify, collect, interpret, and document performance metrics
n Knowledge of business processes and distributed computing
n Ability to detect underlying issues and resolve technical conflicts
n Ability to respond to customer needs, relate to concerns, and resolve conflicts to customer satisfaction
Occupation Cluster: Technical Architecture Development and
Management (pg. 50)
Key
activities:
|
Evaluate current and emerging tools and technologies |
|
Perform opportunity analysis |
|
Make fiscal recommendations regarding technology |
|
Define delivery strategies |
|
Define implementation strategies |
|
Define systems interfaces |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of systems technology trends
n Ability to perform cost/benefit, return on investment (ROI) and life cycle cost analysis, and risk assessment
n Knowledge of business processes and options for technology use
n Knowledge of business plan and strategic goals
n Knowledge of delivery strategies and mechanisms and customer priorities and schedule
n Knowledge of implementation strategies such as concurrent processing, total system change-over, data migration, and data conditioning
n Knowledge of graphical user interface design and platforms
n Ability to justify systems modifications and to design for quality
n Ability to implement technological improvements and generate technological solutions
n Ability to evaluate effectiveness of solutions for customer and understand future customer needs
n Ability to develop alternative systems designs and establish new processes/procedures
n Ability to resolve conflicts to customer satisfaction and obtain appropriate resources to meet customer needs
Occupation Cluster: Technical Architecture Development and
Management (pg. 50)
Key
activities:
|
Evaluate company’s technology strategies |
|
Make recommendations regarding company’s investment in technology |
|
Define data management requirements |
|
Provide uniform integration for legacy systems |
|
Provide systems consulting to user groups |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of organization strategic plan, business conditions, and future goals
n Knowledge of organization data communication and technology strategies
n Knowledge of current communication systems and protocols
n Knowledge of risk assessment analysis techniques
n Knowledge of decision support strategies and modeling
n Knowledge of company data systems and warehousing strategies
n Knowledge of legacy systems and interoperability issues and constraints
n Knowledge of application support and development processes
n Ability to provide technical knowledge and support to a variety of customer groups
n Ability to evaluate application of technology within a specific context
n Ability to analyze goals and constraints and evaluate effectiveness of modifications and improvements
n Ability to generate, evaluate, and recommend alternative solutions
n Ability to establish rapport with users and modify actions to environment
n Ability to communicate complex technical information effectively to users
Occupation Cluster: Technical Architecture Development and
Management (pg. 50)
Key
activities:
|
Define performance metrics |
|
Audit systems performance |
|
Provide capacity planning |
|
Provide long-term strategic consulting |
|
Evaluate application of digital commerce to organization |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of performance metrics development and documentation procedures
n Knowledge of company procedures regarding customer validation
n Knowledge of statistical process control methods
n Knowledge of system audit processes and audit result reporting and documentation
n Knowledge of systems performance, usage, and capacities
n Knowledge of monitoring procedures
n Knowledge of internal, external, and global customer needs
n Ability to produce meaningful revenue and product analysis forecasts
n Knowledge of technology use and deployment strategies appropriate to enterprise
n Ability to summarize and interpret mathematical data
n Ability to analyze systems operation, monitor systems, distinguish trends in performance, and evaluate systems performance
n Ability to project future workloads
n Ability to predict technology trends and assess their impact on the organization
Occupation Cluster: Technical Architecture Development and
Management (pg. 50)
Key
activities:
|
Manage systems implementation projects |
|
Coordinate systems testing |
|
Perform implementation readiness review |
|
Secure and sustain effective project sponsorship |
|
Assess and mitigate risks associated with resistance, cultural impact, and process change |
|
Coordinate systems user training |
|
Put systems into production |
|
Provide systems documentation |
Key
technical knowledge and foundation
skills for this function:
n Ability to use project management tools and techniques
n Ability to organize and lead implementation team
n Knowledge of systems technology and associated implementation issues
n Knowledge of test scope, schedule, and required resources
n Knowledge of test result dissemination documentation and procedures
n Ability to identify qualified testers and select appropriate automated testing tools
n Knowledge of stakeholders’ needs and expectations
n Knowledge of political issues related to successful project implementation
n Knowledge of systems implementation procedures and schedules
n Ability to identify and procure resources for training
n Ability to evaluate training modality for technical skills required by end user
n Ability to assess impact of systems change on productivity
n Knowledge of customer approval process and systems ownership transfer guidelines
n Ability to create and document customer support policies
n Ability to understand continuous improvement process and analyze goals and complaints
Occupation Cluster: Technical Architecture Development and
Management (pg. 50)
Key
activities:
|
Define security requirements |
|
Define systems security specifications |
|
Define security policies for system users |
|
Evaluate system design and performance for security |
|
Evaluate system and technology trends for impact on security |
|
Develop recommendations for system security upgrades and improvements |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of system security limitations and capabilities
n Knowledge of systems security issues
n Knowledge of customer security requirements
n Knowledge of requirements regarding exchange of data and access issues
n Knowledge of security standards and policies
n Ability to relate system design specifications to security functions
n Ability to identify and resolve security issues
n Ability to implement organizational processes and procedures
n Ability to analyze information and formulate proposals for improvement or resolution
Occupation Cluster: Business Architecture Development and
Management (pg. 50)
|
Key
activities:
|
Assess evolving and future business needs for information management and processing |
|
Evaluate business value of organization’s technology strategies in conjunction with organization’s technology experts |
|
Develop trade-off scenarios based on cost of technology and business efficiency factors |
|
Assess trade-off scenarios based on cultural impact, process reengineering, and business efficiency factors |
|
Develop proposals regarding organization’s investment in technology |
|
Define data warehousing and other data management strategy requirements |
|
Define organization requirements for networking, hardware, and software architecture |
|
Conduct information technology and business alignment analysis |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of organization strategic plan, business conditions, and future goals
n Knowledge of organization data communication and technology strategies
n Knowledge of current information management and processing systems and protocols
n Knowledge of risk assessment and cost trade-off analysis techniques
n Knowledge of the process by which individuals adapt to new technology
n Knowledge of decision-support strategies and modeling
n Knowledge of electronic commerce applications and issues
n Knowledge of electronic commerce processes and strategies
n Knowledge of organization data systems and data management strategies
n Knowledge of formal modeling techniques associated with one or more established methodologies
n Ability to evaluate business application of technology within a specific context
n Ability to analyze goals and constraints and evaluate effectiveness of changes and improvements
n Ability to generate, evaluate, and recommend alternative solutions
n Ability to project impact of technology systems on business efficiencies
n Knowledge of proposal development and approval process
Occupation Cluster: Business Architecture Development and
Management (pg. 50)
Key
activities:
|
Develop infrastructure plans to meet new and changing requirements |
|
Assess flow and management of information through the organization for security and efficiency |
|
Assess impact of changes in infrastructure on physical space and on staff resources |
|
Develop criteria to assess the need for infrastructure upgrade |
|
Identify current and projected system limitations |
|
Design operational framework governing systems management processes |
|
Develop strategies and design environment to support uniform integration for legacy systems |
|
Develop budget projections for and productivity impact of infrastructure upgrades |
Key
technical knowledge and foundation
skills for this function:
n Ability to develop budgets and cost projections
n Ability to evaluate and quantify impact of system changes on productivity
n Knowledge of technology use and deployment strategies appropriate to enterprise
n Ability to project future workloads and their impact on the system
n Ability to predict technology trends and assess their impact on the organization
n Knowledge of information flow and access requirements
n Knowledge of system limitation to information flow, access, and processing
n Knowledge of security and access issues
n Knowledge of physical space planning tools and techniques
n Knowledge of personnel resource planning and management techniques
n Knowledge of legacy systems and interoperability issues and constraints
n Ability to visualize relationships between parts and whole
n Ability to identify barriers to smooth system deployment and functioning and develop effective solutions
Occupation Cluster: Business Architecture Development and
Management (pg. 50)
Key
activities:
|
Develop plan for physical space and storage of IT equipment |
|
Define processes and select tools necessary to manage and support infrastructure |
|
Select and manage tools to monitor and measure system performance |
|
Develop processes for ongoing maintenance of infrastructure |
|
Define performance metrics for system and audit systems performance |
|
Evaluate the adequacy of resources for IT staff and system support and make recommendations |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of performance metrics development and documentation procedures
n Knowledge of statistical process control methods
n Knowledge of system audit processes and audit result reporting and documentation
n Ability to analyze systems operation, monitor systems, distinguish trends in performance, and evaluate systems performance
n Knowledge of physical space planning tools and techniques
n Knowledge of system support structures and strategies
n Knowledge of equipment storage and disposal practices
n Knowledge of personnel resource planning and management techniques
n Knowledge of systems optimization procedures and tools
n Ability to develop, test, and refine processes in a technology environment
n Ability to coordinate and communicate with a wide range of groups within the organization
n Ability to integrate information from multiple sources and develop recommendations
n Ability to evaluate complex systems and processes and identify areas for improvement
Occupation Cluster: Business Architecture Development and
Management (pg. 50)
Key
activities:
|
Define security and access requirements |
|
Keep current with industry practices and standards |
|
Define areas of information management and security that require the establishment of policies and standards in the organization |
|
Assess currency and efficiency of IT and security policies and standards |
|
Revise policies and standards to meet changing requirements |
|
Develop processes to disseminate and support compliance to policies and standards |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of security and access issues
n Knowledge of current industry practices and standards
n Ability to analyze policies and make recommendations for improvement
n Ability to adapt industry practices and standards to the organization environment
n Ability to project impact of policies and standards on operations and efficiencies
n Ability to identify areas of information management requiring further definition
n Ability to assess the effectiveness of existing policies
n Knowledge of communication and dissemination procedures
n Ability to communicate information in a positive and cooperative manner
n Knowledge of internal compliance procedures and processes
Occupation Cluster: Business Architecture Development and
Management (pg. 50)
Key
activities:
|
Define line of IT services based on organization’s strengths and focus |
|
Develop general cost estimates and frameworks for IT services |
|
Develop cost measurement, tracking, and reporting procedures and processes |
|
Plan and develop budget procedures for IT services |
|
Monitor effectiveness of costing and management of IT services |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of organization strengths and expertise
n Ability to evaluate cost effectiveness of potential service offerings
n Knowledge of customer relation processes
n Knowledge of customer expectations regarding IT services
n Knowledge of cost-estimation tools and techniques
n Ability to develop flexible budget processes
n Knowledge of cost-tracking and reporting processes and tools
n Ability to evaluate success based on customer satisfaction and overall benefits and cost to the organization
n Knowledge of IT services available from competition
n Knowledge of organizational structures that support IT services
n Ability to evaluate currency of IT service offerings
n Ability to assess the need for additional resources to support IT services
n Ability to assess impact of providing IT services to external customers of the organization
Occupation Cluster: Information Technology
Management (pg. 51)
Key
activities:
|
Identify decision makers and decision process in customer group |
|
Perform customer-needs analysis to identify customer needs or problems and create the business case |
|
Outline and define requirements, objectives, and priorities |
|
Lead the communication and negotiation process between customer and development team |
|
Lead the identification and prioritization of product features based on customer expectations, business requirements, and technology constraints |
|
Drive congruency between customer needs, business requirements, and technology solution |
|
Develop and effectively communicate the project status plan with customer and team |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of customer relationship management processes and techniques
n Knowledge of project management processes and techniques
n Knowledge of strategic planning process management
n Knowledge of team management processes and techniques
n Knowledge of system architectures and application software development
n Knowledge of current technologies for analysis phase
n Ability to determine technical requirements and evaluate need
n Ability to negotiate solutions focusing on customer expectations and project requirements definition
n Ability to perform effective customer-needs assessment
n Ability to effectively plan and organize multiple tasks and complex processes
n Ability to effectively communicate and apply problem-solving techniques
Occupation Cluster: Information Technology
Management (pg. 51)
Key
activities:
|
Manage project scope, project life cycle, and product specifications |
|
Manage master product schedule and report project status according to plan |
|
Facilitate team communication and negotiation |
|
Manage resource allocation during product development and testing |
|
Drive critical project and product trade-off decisions |
|
Interact with product management |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of current technologies
n Ability to select and implement effective technical solution
n Knowledge of system architectures and application software development
n Knowledge of client server and enterprise development
n Knowledge of project management processes and techniques
n Knowledge of team management processes and techniques
n Knowledge of production job stream
n Ability to plan, lead, direct, and control complex tasks, projects, and processes
n Ability to make staffing decisions and recommendations
n Ability to forecast human resource needs and make recommendations for resource allocation
n Ability to apply effective time-management processes and techniques
n Ability to demonstrate effective interpersonal skills, communication skills, and motivational skills
Occupation Cluster: Information Technology
Management (pg. 51)
Key
activities:
|
Drive the development and implementation of the product release and deployment plan |
|
Identify, analyze, and prioritize risks related to the release and deployment process |
|
Mitigate risks and identify contingency plan for the release and deployment process |
|
Give input to design team focusing on product manageability, supportability, and deployability |
|
Drive customer validation of beta product |
|
Ensure proper assessment of organization readiness for deployment and develop recommendations to support deployment success |
|
Ensure development of training plan for operations and technical support staff |
|
Assess resource needs and manage resource allocations during product release and deployment |
|
Analyze release and deployment process and identify areas for improvement |
|
Drive deliverables, technical support assistance, and training plans |
|
Drive and design product and training documentation |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of project management processes and techniques
n Knowledge of team management processes and techniques
n Knowledge of customer relationship management processes and techniques
n Knowledge of system architectures and application software development deployment
n Knowledge of client server and enterprise development
n Knowledge of project design, analysis, and implementation processes
n Knowledge of technical design, construction, and testing phases
n Knowledge of risk assessment and risk mitigation techniques and processes
n Ability to plan, lead, direct, and control complex tasks, projects, and processes
n Ability to make staffing decisions and recommendations
n Ability to apply effective time-management and problem-resolution processes and techniques
n Ability to demonstrate effective interpersonal skills, communication skills, and motivational skills
n Ability to understand organizational and operational management planning processes
n Ability to forecast human resource needs and make recommendations for resource allocation
n Ability to develop effective contingency plans
n Ability to recognize the need for intervention
Occupation Cluster: Information Technology
Management (pg. 51)
Key
activities:
|
Define and implement effective, objective customer satisfaction measurements |
|
Monitor customer satisfaction results and address trends appropriately |
|
Identify customer communication processes, practices, and preferences |
|
Identify customer expectations and confirm shared understanding on an ongoing basis |
|
Evaluate trends in customer needs and expectations and project them into changes/improvements in infrastructure and support |
|
Assess overall level of customer satisfaction with interactions and services |
|
Identify ongoing customer needs for improvements and/or enhancements in products and services |
|
Evaluate customer interaction processes and make recommendations for improvement and/or enhancements |
|
Outline and define operational enhancement requirements, objectives, and priorities |
|
Identify customer operational methods and procedures |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of customer relationship management processes and techniques
n Knowledge of project management processes and techniques
n Knowledge of management operational planning processes and techniques
n Knowledge of team management processes and techniques
n Knowledge of system architectures and application software development
n Knowledge of current technologies for the analysis phase
n Ability to perform effective assessment of customer needs
n Ability to determine customer satisfaction requirements and evaluate need for improvement and/or enhancement
n Ability to negotiate customer expectations and needs
n Ability to plan, organize, and lead complex processes and projects
n Ability to apply effective operational management and problem-resolution processes and techniques
n Ability to demonstrate effective interpersonal skills, communication skills, and motivational skills
Occupation Cluster: Information Technology
Management (pg. 51)
Key
activities:
|
Develop and monitor cost estimates and budgets for IT services and processes |
|
Develop and monitor budget-tracking and reporting procedures and processes |
|
Develop and monitor audit checklist to ensure all project milestones are satisfied |
|
Evaluate effectiveness of cost distribution throughout the product development life cycle |
|
Evaluate the alignment of allocated resources with actual expenditures |
|
Monitor effectiveness of budgeting development and tracking processes and make recommendations for improvement |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of organization strengths and expertise
n Knowledge of effective resource management processes and techniques
n Knowledge of budget accounting processes and techniques
n Knowledge of management budgeting processes
n Knowledge of budget tracking and auditing processes and techniques
n Ability to assess effectiveness of complex processes
n Ability to use software tools to plan and track resources and expenditures
n Ability to plan, lead, direct, and control complex tasks, projects, and processes
n Ability to make staffing decisions and recommendations
n Ability to apply effective time management and problem resolution processes and techniques
n Ability to demonstrate effective interpersonal skills, communication skills, and motivational skills
Occupation Cluster:
Database Administration and
Development (pg. 51)
|
Key
activities:
|
Perform research and analyze requirements |
|
Create and refine conceptual and logical data models |
|
Identify high-level business rules for data model |
|
Adapt conceptual and logical data models to enterprise model |
|
Validate conceptual and logical data models with clients |
|
Determine target environment/platform |
|
Identify backup and recovery requirements |
|
Identify access and concurrency requirements |
|
Design distributed data models |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of basic business objectives and requirement analysis
n Ability to apply appropriate database design principles, methodologies, and tools
n Ability to translate client/user requirements into data model
n Ability to develop and integrate conceptual and logical model to conform with enterprise model
n Knowledge of installed base, technical constraints, and preferred products
n Knowledge of company modeling policies and development standards
n Knowledge of platform implication on database design, performance, and usability issues
n Knowledge of corporate policy and business data requirements
n Knowledge of backup and recovery technology platform
n Knowledge of alternative concurrency control methods and locking mechanisms
n Ability to analyze alternatives, consider trade-offs, and make decisions
n Ability to plan adequately distributed data models
n Ability to negotiate and resolve conflicts
n Ability to interact and communicate effectively with users and stakeholders
Occupation Cluster:
Database Administration and
Development (pg. 51)
Key
activities:
|
Develop physical database characteristics and user interface |
|
Create database objects |
|
Select unique identifiers and normalize the data model |
|
Support population of database |
|
Integrate high-level business rules with code |
|
Develop and implement testing of database components |
|
Develop and validate database implementation plan |
|
Deploy database |
|
Produce business and technical documents |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of user interface requirements and standards
n Ability to transform conceptual model into logical model
n Knowledge of database object design and testing procedures
n Ability to relate database usability and user requirements to object design
n Ability to define attributes and align to entities
n Knowledge of normalization rules and processes
n Knowledge of database code development
n Knowledge of database programming languages, practices, and standards
n Knowledge of database testing methods, tools, and processes
n Ability to evaluate defect impact on overall system performance and integrity
n Ability to evaluate overall system performance and productivity
n Knowledge of implementation and transition process
n Knowledge of appropriate validation processes and database system error resolution procedures
n Ability to create detailed documentation and track information efficiently and effectively
n Ability to generate and evaluate solutions
Occupation Cluster:
Database Administration and
Development (pg. 51)
Key activities:
|
Develop and implement monitoring plan |
|
Analyze monitoring data |
|
Manage backup and recovery both on-site and off-site |
|
Create and implement maintenance plan for regular integrity checks |
|
Maintain physical organization of database objects |
|
Apply software upgrades and fixes |
|
Plan and manage physical resource requirements |
|
Administer and enforce standards |
|
Audit database systems |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of database performance factors, monitoring tools, and tuning procedures
n Knowledge of productivity factors and ability to understand impact of problem on overall database performance
n Knowledge of quality assurance methods and practices
n Knowledge of backup and recovery procedures
n Ability to identify user needs for backup and recovery and estimate required resources
n Knowledge of fault detection and resolution processes
n Knowledge of maintenance tools and procedures
n Ability to develop and implement monitoring, maintenance, and upgrade plans
n Knowledge of database audit and audit reporting procedures
n Ability to create detailed documentation and track information efficiently and effectively
n Ability to evaluate criticality of problem and generate and evaluate solutions
n Ability to judge system effectiveness and efficiency
n Ability to coordinate acquisition, storage, and distribution of physical resources
n Ability to evaluate system performance and diagnose performance deviations
Occupation Cluster:
Database Administration and
Development (pg. 51)
Key
activities:
|
Gather and document security requirements |
|
Design and document security plan |
|
Implement and enforce security requirements |
|
Maintain and improve security in response to industry developments and user experience |
Key
technical knowledge and foundation
skills for this function:
n
Knowledge of security system strategies, tools, and
practices
n Ability to identify and resolve security issues and potential conflicts
n Knowledge of security plan documentation procedures
n Ability to develop and implement security plan and procedures
n Ability to relate requirements to user privileges
n Knowledge of business, industry, and technology security trends
n Ability to gather user input, observe user practices, and provide technical training regarding security procedures
n Ability to encourage cooperation and negotiation among all participants
n Ability to implement organizational processes and procedures
n Ability to analyze information and formulate proposals for improvement or resolution
n Ability to responsibly challenge unethical practices or decisions
n Ability to present security trade-offs and risks and present practical alternatives
Occupation Cluster:
Database Administration and
Development (pg. 51)
Key
activities:
|
Provide and support development environments |
|
Identify additional requirements |
|
Adapt existing structure to new business environments |
Key
technical knowledge and foundation
skills for this function:
n Ability to define and solve application problems
n Knowledge of user applications and ability to assess user impact on database system
n Knowledge of change documentation procedures
n Ability to identify trends and relate them to current system
n Ability to work with and demonstrate commitment to client/user
n Ability to present complex information regarding changes in system and models
Network Design and
Administration ·
Communications analyst ·
Data communications analyst ·
Information systems administrator ·
Information systems operator ·
IT engineer ·
Network administrator ·
Network analyst ·
Network architect ·
Network engineer ·
Network manager ·
Network operations analyst ·
Network security analyst ·
Network specialist ·
Network technician ·
Network transport administrator ·
PC network engineer ·
PC support specialist ·
PC systems support lead ·
Systems administrator ·
Systems engineer ·
Technical support specialist ·
User support specialist
Occupation Cluster: Network
Design and Administration (pg. 51)
Key
activities:
|
Review and incorporate data identifying customer requirements |
|
Identify, interpret, and evaluate system and network requirements |
|
Define scope of work |
|
Review network architecture, topology, interdependencies, and constraints |
|
Research technical alternatives and analyze technical options |
|
Lead and participate in design reviews |
|
Prepare overall design and integration plan for new processes, protocols, and equipment |
|
Recommend selection of architecture, topology, hardware, and software |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of basic business objectives and requirement analysis
n Ability to apply scientific methods to requirement analysis and definition
n Ability to communicate with technical and non-technical personnel, encourage cooperation, negotiate, and manage conflicts
n Ability to translate technical features into development and user benefits
n Knowledge of key sources of information regarding network technical options
n Ability to identify constraints, generate alternatives, consider risks, and evaluate options
n Ability to define scope and outline of project and estimate resources and timeline
n Knowledge of networking design principles and techniques
n Ability to evaluate risk and cost of implementation in technical terms
n Ability to develop system specifications based on requirements
n Knowledge of design review procedures and processes
n Knowledge of architecture design tools and methods, integration methods, and traffic analysis tools
n Ability to optimize reuse and redeployment of existing hardware and software
n Ability to summarize and document system requirements and specifications, and system design
n Ability to suggest design modifications, recommend trade-offs, and negotiate to resolve technical issues
Occupation Cluster:
Network Design and Administration
(pg. 51)
Key
activities:
|
Plan and document system configuration |
|
Implement new system configuration |
|
Perform workstation configuration and software loading |
|
Support, track, and document change implementation |
|
Contribute to the development of deployment plan and methods |
|
Provide uniform integration for legacy systems |
Key
technical knowledge and foundation
skills for this function:
n Ability to develop plan of action and to organize and coordinate activities
n Ability to apply flow charting and diagramming tools to develop implementation and configuration plans and track task status and completion
n Knowledge of standard roll-out practices and recovery procedures
n Knowledge of system and workstation installation and configuration procedures and tools
n Knowledge of software loading and configuration procedures and tools
n Knowledge of hardware and software compatibility issues and resolution procedures
n Ability to understand user applications and relate user needs to configuration
n Knowledge of enterprise-wide deployment practices and standards
n Knowledge of legacy systems and interoperability issues and constraints
n Ability to analyze and resolve system operational problems
n Ability to document work process flow in detailed supporting documents
n Ability to prepare and organize multiple schedules, manage timelines, and recommend adjustments
n Ability to analyze situation/information, consider risks/implications, generate alternative solutions, and formulate plan of action
n Ability to communicate with technical and non-technical personnel, encourage cooperation, negotiate, and manage conflicts
Occupation Cluster:
Network Design and Administration
(pg. 51)
Key
activities:
|
Define and document test specifications |
|
Develop test plan and procedures |
|
Schedule and perform testing |
|
Document, interpret, and report test results |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of network hardware and software testing tools and procedures
n Ability to select testing tools based on tool capabilities and limitations
n Ability to propose/formulate test processes and procedures
n Knowledge of error impact on system performance and ability to relate errors to system functionality
n Ability to use tracking and scheduling tools and methods
n Ability to conduct a system analysis, interpret results, and identify problems
n Ability to analyze possible causes/reasons for problems, recommend action plan, and initiate corrective processes
n Ability to use scientific methods to analyze test data, and to recognize and interpret patterns, relationships, and trends
n Ability to identify need for resources and negotiate for resource allocation
n Ability to develop, test, and implement solutions
n Ability to compile, interpret, and communicate test results and solutions to technical and non-technical personnel
n Ability to encourage/support team members and assume responsibility for accomplishing team goals
Occupation Cluster:
Network Design and Administration
(pg. 51)
Key
activities:
|
Analyze system performance to baseline |
|
Monitor and report component and connectivity problems |
|
Perform functional verifications and system audits |
|
Make recommendations for system optimization/improvement |
|
Generate and present reports |
Key
technical knowledge and foundation
skills for this function:
n Ability to use network monitoring and testing tools and procedures
n Ability to conduct a system analysis, interpret results, and identify problems and deviation from baseline
n Ability to use scientific processes to gather, analyze, interpret, and represent system performance data
n Ability to identify the need for further information and develop test to acquire missing information
n Ability to follow standards and procedures in system monitoring and management
n Knowledge of documentation, storage and security tools, policies, and procedures
n Ability to identify and use proper reporting channels to communicate and resolve problems
n Knowledge of system baseline parameters and system audit procedures
n Ability to use modeling and simulation tools to analyze problems
n Ability to develop, test, and implement solutions
n Ability to document and communicate system performance using documentation standards and dissemination procedures
n Ability to recommend system modifications and improvements with supporting justification
Occupation Cluster:
Network Design and Administration
(pg. 51)
Key
activities:
|
Set up and maintain user accounts |
|
Develop maintenance and upgrade plans |
|
Schedule and coordinate network maintenance |
|
Apply maintenance, upgrades, and process changes |
|
Coordinate, communicate, and document changes |
|
Perform system backups and restore data |
|
Manage inventory |
|
Document maintenance activities |
Key
technical knowledge and foundation
skills for this function:
n Ability to use system configuration and security management tools
n Knowledge of backup, data storage, and restoration procedures
n Ability to identify user needs and expectations and translate them into system performance terms
n Knowledge of maintenance tools and procedures
n Ability to identify system problems, evaluate for criticality, and take appropriate action
n Knowledge of installation and upgrade procedures
n Knowledge of company change-management process
n Knowledge of organization of parts inventory systems and access procedures
n Knowledge of corporate policies and procedures for acquisition and asset management
n Knowledge of administration and maintenance documentation procedures and standards
n Ability to recommend and implement plan of action and outline procedures
n Ability to evaluate effectiveness of process and procedures and recommend and implement improvements
n Ability to evaluate system configuration/stability and make recommendations for improvement
n Ability to monitor usage and efficient utilization of materials and resources
n Ability to record administration and maintenance activities and report and document problems and solutions according to standards and procedures
Occupation Cluster:
Network Design and Administration
(pg. 51)
Key activities:
|
Define system security requirements and specifications |
|
Develop and implement security procedures |
|
Evaluate system design and configuration for security |
|
Monitor and report security problems |
|
Perform security audits and analyze results |
|
Develop recommendations for system security upgrades and improvements |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of system security processes and audit procedures
n Knowledge of organizational issues regarding system security and user access
n Knowledge of security tools, policies, and procedures
n Knowledge of organizational policies, procedures, and standards regarding system security and user access
n Knowledge of security management tools
n Ability to relate system design and configuration to security functions
n Ability to identify and resolve security issues
n Ability to implement organizational processes and procedures
n Ability to analyze information and formulate proposals for improvement or resolution
Third-Party
Management ·
Business relation manager ·
Contract manager ·
Partner manager ·
Partner relationship manager ·
Partner support manager ·
Partner strategy planner ·
Strategic partner analyst ·
Third-party contract manager ·
Third-party manager ·
Third-party support manager
Occupation Cluster: Third-Party
Management (pg. 52)
Key
activities:
|
Represent company to partner regarding pricing and rebate issues |
|
Represent partner interests and requirements to product and service groups |
|
Contribute to the formulation of future service and product requirements with partners |
|
Ensure the successful execution of programs through partners and vendors |
|
Identify and resolve service and quality issues regarding partner programs |
|
Develop and implement joint marketing plans |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of organization marketing and pricing strategies
n Ability to manage high-level and key professional relationships
n Ability to manage complex interactions with high-level personnel outside the company
n Knowledge of resources and partners outside the organization
n Ability to identify and work with key stakeholders
n Knowledge of partner needs and business value and constraints
n Ability to negotiate high-level business partnerships
n Ability to communicate with technical and non-technical groups
n Ability to identify and communicate key information to appropriate groups
n Ability to forecast needs for products and services
n Ability to foster collaboration and drive negotiation process between groups
n Ability to identify issues and develop effective solutions
Occupation Cluster:
Third-Party Management (pg. 52)
Key
activities:
|
Identify areas of operation that would benefit from outsourcing |
|
Identify business trends and their impact on third-party business relationships and practices |
|
Develop recommendations for the establishment of new partnerships |
|
Assess the effectiveness of current partner relation strategies |
|
Identify partner key business and technical assets that are necessary to ensure success of partnership |
|
Develop strategy for establishing relationship with selected new partners |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of operational needs and constraints
n Knowledge of outsourcing benefits and disadvantages
n Knowledge of quality assurance processes and techniques
n Knowledge of strategies and issues regarding third-party relationships
n Ability to identify key business and strategic opportunities
n Ability to develop high-level recommendations and presentations
n Ability to accumulate and present relevant information to support recommendations
n Ability to assess the business value and effectiveness of outside organizations
n Ability to assess effectiveness of business strategies
n Ability to adapt business strategy to the specific situation
n Knowledge of strategy development and validation processes and techniques
Occupation Cluster:
Third-Party Management (pg. 52)
Key
activities:
|
Develop proposals to optimize cost/performance ratio of third-party partner relationships |
|
Develop standards for partner business relationship processes and practices |
|
Develop guidelines for contract development and negotiation with partners |
|
Assess the business impact of partner relationship processes on the organization |
|
Assess the changes in market and business practices and their impact on partner relationships |
|
Assess the impact of legal constraints on partner relationships |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of organization strategic plan, business conditions, and future goals
n Ability to analyze and draw conclusions based on complex data from multiple areas
n Ability to develop and apply measurement processes and guidelines
n Ability to articulate a clear strategic vision with supporting justification
n Knowledge of key issues and variables that will impact the success of the organization
n Ability to evaluate and adjust high-level strategies and plans to changes in priorities, market, and technology
n Knowledge of market and business trends
n Ability to develop and present recommendations and effective white papers
n Knowledge of the long-term strategic development and business plan of the organization
n Knowledge of legal constraints and opportunities, and trends in legislation affecting business partnerships
n Knowledge of contractual terms and issues for partnerships and third-party relationships
Occupation Cluster:
Third-Party Management (pg. 52)
Key
activities:
|
Manage contract negotiation process |
|
Drive contract approval and signature process |
|
Ensure ongoing compliance of partners with contract terms |
|
Provide primary interface to the organization legal group |
|
Assess needs for and drive the renegotiation of existing contracts |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of contractual terms and issues for partnerships and third-party relationships
n Knowledge of negotiation processes and techniques
n Knowledge of key stakeholders and approval and signature processes
n Ability to develop creative and effective solutions to support the negotiation process
n Ability to evaluate performance against plan
n Knowledge of legal implications of performance deviation from contract
n Ability to identify performance issues early on and to develop effective resolution processes
n Ability to identify critical information and communicate with relevant groups in a timely manner
n Ability to act as an interface between technical and non-technical groups
n Ability to make high-level decisions and drive high-level agreements
Occupation Cluster:
Third-Party Management (pg. 52)
Key
activities:
|
Develop and apply metrics to ensure conformance with contract |
|
Monitor vendor/partner activities and accounts |
|
Evaluate effectiveness of partner relationship and business and communication processes |
|
Make recommendations for improvement in processes and performance |
|
Analyze cost/performance ratio of partner relationships |
|
Assess technical and organizational readiness of partners |
Key technical
knowledge and foundation skills
for this function:
n Ability to judge process effectiveness/efficiency
n Knowledge of process and performance evaluation techniques and tools
n Knowledge of contractual terms and constraints
n Ability to track and evaluate partner activities and budgets
n Ability to identify problems, their criticality, and impact on overall project and partnership
n Ability to identify root causes of problems
n Ability to develop meaningful and realistic measurement goals
n Knowledge of quality standards
n Ability to assess results and develop recommendations for improvements
n Ability to develop and revise existing best practices for partnership management
n Ability to analyze effectiveness of communication process
n Knowledge of cost performance metrics development and interpretation
n Ability to assess technical and business assets against requirements
Occupation Cluster:
Programming/Software Development
(pg. 52)
|
Key
activities:
|
Gather data to identify customer requirements |
|
Define scope of work |
|
Incorporate, identify, and define content requirements |
|
Define system and software requirements |
|
Develop and present concept alternatives |
|
Create and refine preliminary design/mockup |
|
Establish measurable performance requirements |
|
Develop test requirements |
|
Gather data on development standards |
|
Develop high-level systems and functional specifications |
|
Determine security requirements |
Key
technical knowledge and foundation
skills for this function:
n Ability to pose critical questions and analyze and prioritize group/individual responses
n Ability to transfer customer requirements into system and software requirements
n Ability to gather, analyze, develop, and present cost data
n Knowledge of technology constraints and risk analysis techniques
n Ability to define measurable criteria for completion of work
n Knowledge of market, product history, and user business needs, and the ability to analyze competing products
n Ability to plan resource needs and constraints
n Ability to visualize tasks sequentially, identify interdependencies, and predict outcomes/results based on experience, prior knowledge or expert input
n Ability to identify and resolve conflicts to customer satisfaction
n Ability to formulate proposals and effectively communicate performance expectations and actual results
n Ability to write detailed and accurate functional specifications following organizational standards
n Knowledge of security requirements as they apply to program development
n Knowledge of site mapping and information mapping techniques
n Ability to translate functional/features into application/site design
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Choose an architecture |
|
Identify major subsystems and interfaces |
|
Select design tools and programming language |
|
Produce graphics and layout elements |
|
Develop models: site maps, application
models, etc. |
|
Integrate security requirements and features into the structure |
|
Validate design scheme and models |
Key technical
knowledge and foundation skills
for this function:
n Knowledge of design concepts, techniques, tools, processes, and trade-offs
n Ability to translate technical features into performance functionality, user benefits, project timeline, and budget impacts
n Ability to identify subsystems, evaluate degree of connectivity of system components, and rearrange systems to improve overall system functionality
n Ability to evaluate options, resolve technical conflicts, and make decisions
n Knowledge of make-or-buy considerations and decision-making process
n Knowledge of model development options and methodologies
n Ability to create comprehensive models and simulations
n Knowledge of model testing procedures, and limitations and strengths of simulations and models
n Ability to contrast models and design scheme with specifications
n Knowledge of impact of security requirements on program structure
n Knowledge of various graphical applications and sources of graphic images
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Develop design and interface specifications |
|
Identify system platform, components, and dependencies |
|
Develop appropriate data model |
|
Determine information flow and level of detail to display |
|
Prepare and conduct design review |
|
Identify maintenance requirements |
|
Create and test prototypes |
|
Review and provide input to user documentation |
|
Incorporate security requirements into design |
|
Provide uniform integration for legacy systems |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of interface requirements and specification procedures
n Knowledge of normalization, relational theory, and data modeling tools
n Knowledge of grammar, readability, and usability standards for consistent design
n Knowledge of available platforms and of components and their compatibility with platform
n Ability to evaluate system configuration/stability and organization/hierarchy and recognize system strengths/limitations
n Ability to transform logical data model into physical data model
n Knowledge of structured program design principles and object orientation principles
n Ability to present complex ideas/information and to encourage others to adopt new concepts
n Ability to define maintenance requirements and procedures
n Knowledge of prototype design, building, and testing methodologies and tools
n Knowledge of legacy systems and interoperability issues and constraints
n Ability to relate prototype test results to model performance predictions
n Knowledge of version and revision control practices and procedures
n Ability to translate customer security requirements into functional specifications
n Knowledge of design and programming techniques that provide security
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Develop test plan and system |
|
Develop test procedures |
|
Perform functionality tests |
|
Test security performance of program |
|
Document test results and
make recommendations |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of user application and external interfaces
n Knowledge of testing impact on timeline and budget
n Knowledge of test domain and specifications and ability to distinguish edges and critical points
n Ability to construct automated test sequences and recognize errors in test procedure and system
n Knowledge of testing principles, tools, and methodologies
n Knowledge of testing methodologies as applied to security features
n Ability to evaluate system performance and devise plan to monitor and/or correct system
n Ability to modify test processes/procedures to improve testing reliability
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Perform user acceptance test |
|
Validate user documentation |
|
Validate security features |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of test procedures for user acceptance
n Knowledge of application environment and user requirements
n Ability to identify major issues and make recommendations
n Knowledge of user documentation validation procedures
n Ability to present complex ideas/information, analyze group/individual response, and pose critical questions
n Knowledge of data and access security procedures and standards
n Ability to integrate multiple items of data and summarize findings in detailed supporting documents
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Lead or participate in development of release plan |
|
Train technical support staff |
|
Lead or participate in development of user training plan |
|
Transition to new system |
|
Evaluate, correct, and document defects |
|
Evaluate, implement, and document enhancements |
Key
technical knowledge and foundation
skills for this function:
n Ability to develop plan of action and to organize and coordinate activities and resources
n Knowledge of technical training processes and training objectives
n Ability to design, organize, and present technical material to a technical audience
n Ability to assess and analyze training needs and conduct effective training
n Knowledge of release and transition processes, contingency procedures, and productivity factors
n Ability to evaluate system performance and productivity
n Knowledge of system error analysis and resolution procedures
n Ability to evaluate the importance of a defect and take appropriate action
n Ability to translate available feedback into recommended system enhancements
n Ability to formulate and evaluate trade-offs regarding enhancements
n Ability to analyze impact of modification on overall system performance
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Write code |
|
Perform unit testing |
|
Integrate subsystems |
|
Lead and/or participate in peer code review |
|
Resolve defects and rework code |
|
Revise and adapt existing code |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of code development procedures and code version and revision control practices
n Knowledge of programming language required for application
n Knowledge of reusable component programming processes
n Ability to document code, errors, and code modifications in detailed supporting documents
n Ability to evaluate alternatives in code implementation and make decisions
n Knowledge of debugging tools, unit testing procedures, and iteration design processes
n Ability to identify, troubleshoot, and correct malfunctions/failures
n Knowledge of system testing procedures and of subsystem conflict analysis and resolution
n Knowledge of peer code review process and procedures
n Ability to encourage others to adopt new concepts and resolve conflicts
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Evaluate and recommend hardware, software, and third-party solutions |
|
Set up server software and hardware |
|
Manage server |
|
Support disaster recovery |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of risk assessment methods
n Knowledge of sources of information regarding server hardware, software, and third-party solutions
n Ability to evaluate effectiveness of solutions for customer and forecast future customer needs
n Knowledge of the impact of the installation plan on the whole system
n Knowledge of installation obstacles and how to resolve them
n Ability to load and test third-party software/extensions
n Ability to present complex ideas and information and debate issues
n Ability to use system administration and systems performance-monitoring tools
n Ability to analyze and resolve hardware and software problems
n Knowledge of monitoring procedures and ability to design and generate reports
n Ability to analyze and optimize system operation
n Knowledge of their backup/recovery procedures and their planning and implementation process
n Ability to identify system problems and evaluate for criticality
n Ability to respond appropriately to others and demonstrate understanding of their concerns
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Define and manage development standards |
|
Train designers and developers |
|
Evaluate technologies and standards |
|
Provide quality customer service |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of server- and client-side capabilities and limitations
n Knowledge of company usage standards and branding
n Ability to analyze and manipulate learning tools and formulate and adapt learning strategies
n Ability to identify training needs and resources and conduct task-specific training
n Ability to evaluate effectiveness of solutions for customer and forecast future customer needs
n Ability to adapt principles to new applications
n Knowledge of support boundaries and escalation procedures
n Ability to analyze customer needs, resolve conflicts, and demonstrate commitment to customers
n Ability to identify problem, analyze possible causes, and recommend action plan
n Ability to develop formal and informal relationships with leaders in the enterprise
Occupation Cluster:
Programming/Software Development
(pg. 52)
Key
activities:
|
Define security requirements |
|
Design site security measures |
|
Define security standards and policies for users and developers |
|
Evaluate site design and performance for security |
|
Evaluate server for security |
|
Evaluate technology and usage trends for impact on security |
|
Develop recommendations for system security upgrades and improvements |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of system security limitations and capabilities
n Knowledge of customer security requirements
n Knowledge of requirements regarding exchange of data and access issues
n Knowledge of security standards and policies
n Knowledge of Web and other site security management tools
n Ability to relate system design specifications to security functions
n Ability to identify and resolve security issues
n Ability to implement organizational processes and procedures
n Ability to analyze information and formulate proposals for improvement or resolution
Project Management ·
Procurement manager ·
Program budget manager ·
Program lead ·
Program manager ·
Program planner ·
Program risk manager ·
Project integration manager ·
Project lead ·
Project manager ·
Project planner ·
Project quality manager ·
Resource allocation manager ·
Risk assessment manager
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Develop recommendations for improvement of project management processes |
|
Develop effective evaluation tools and processes |
|
Evaluate project completion with regard to scope, schedule, and budget against the project plan |
|
Assess effectiveness of project monitoring processes and tools |
|
Design and develop work processes and procedures |
Key
technical knowledge and foundation
skills for this function:
n Ability to apply systematic evaluation methods
n Ability to assess results and develop recommendations for improvements
n Ability to demonstrate sensitivity to stakeholders’ concerns and interests
n Ability to develop and revise existing best practices for project management
n Ability to develop meaningful and realistic measurement goals
n Ability to formulate project purpose and major goals
n Ability to identify critical steps and develop comprehensive models
n Ability to identify problems, their criticality, and impact on overall project
n Ability to identify root causes of problems
n Ability to judge project effectiveness/efficiency
n Ability to make and justify high-level decisions
n Ability to monitor and improve processes and procedures
n Ability to translate scope, schedule, and work breakdown of tasks into business impact terms
n Ability to use appropriate project management software and flow-charting tools
n Knowledge of company policies and procedures
n Knowledge of organization hierarchy and decision-making processes
n Knowledge of organization processes and procedures
n Knowledge of project-evaluation techniques and tools
n Knowledge of project-proposal processes
n Knowledge of spreadsheets and software-based budget development and tracking tools
n Knowledge of work processes and procedures
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Evaluate project requirements |
|
Define project goals and identify constraints |
|
Negotiate project definition and scope with customers and development team |
|
Develop and document scope of project |
|
Develop a work breakdown structure based on the deliverable and project requirements |
|
Create a scope change-control process and management plan |
|
Drive the development and validation of product specifications |
|
Negotiate product features with customer/user and development team |
|
Make trade-off decisions on product features, budget, and timelines |
Key
technical knowledge and foundation
skills for this function:
n Ability to negotiate and drive for consensus
n Ability to define and assess both human and technical objectives of the project
n Knowledge of development and testing procedures, processes, constraints, and issues
n Knowledge of organization release practices and processes
n Knowledge of product specification development and validation processes
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Develop detailed task list to the work package level |
|
Identify the sequence of work and any internal/external interdependencies |
|
Estimate the duration and resource requirements for each task to the work package level |
|
Obtain input from development team and customers to finalize project plan |
|
Create product development, testing, and delivery schedule and plan |
|
Create identifying and documenting Gantt chart, network, and resource diagrams |
|
Define a baseline for progress and performance measurement |
|
Develop specific monitoring criteria and processes |
|
Identify, track, and manage final and interim milestones by phase |
|
Organize and conduct project phase reviews |
|
Monitor, analyze, and evaluate processes and project completion |
|
Continuously evaluate project plan and revise as necessary |
Key
technical knowledge and foundation
skills for this function:
n Ability to adjust plans and milestones to changing priorities, constraints, and requirements
n Ability to diagram and document the sequence of work and internal/external interdependencies
n Ability to evaluate project status and outcomes in an objective manner
n Ability to formulate and organize processes
n Ability to identify critical issues and problems and develop effective solutions
n Ability to integrate complex plans involving multiple groups and schedules
n Ability to summarize and present project progress, status, and problems/opportunities to customers
n Ability to track the use of resources throughout the project
n Ability to visualize project duration, resource, and budget requirements at the work package level
n Ability to visualize the sequence of work and its associated critical path(s)
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Develop cost estimates for proposal to customer based on input from appropriate groups |
|
Present, justify, and negotiate cost with customer and technical team |
|
Develop overall budget and budget detail for project |
|
Identify budgets and costs by technical and/or functional groups |
|
Develop and implement budget-tracking processes and schedule |
|
Identify budget issues and develop solutions |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze and summarize budget information and draw appropriate conclusions
n Ability to assess criticality and impact of cost overruns
n Ability to develop creative and effective solutions to budget problems
n Ability to identify impact of budget changes on project
n Ability to recognize budget issues in a timely manner
n Ability to support various groups in the budget estimation and tracking processes
n Ability to use estimation processes and tools
n Knowledge of budget-tracking processes and tools
n Knowledge of organization costing structure and practices
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Define acceptance criteria and quality processes |
|
Monitor, analyze, and evaluate processes and quality-acceptance objectives |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of monitoring and quality-assurance processes and procedures
n Knowledge of project quality standards
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Identify key skills and competencies for project members |
|
Select team members based on project goals and resource requirements |
|
Define the structure and processes for the team |
|
Assign team roles and responsibilities |
|
Provide feedback and coaching to team members |
|
Resolve conflicts and support effective functioning of the team |
|
Assess effective use of resources throughout the project |
|
Assess effectiveness of team processes and communication |
|
Manage resource allocation during product development, testing, and release |
|
Assess organization readiness for product release and make recommendations |
Key
technical knowledge and foundation
skills for this function:
n Ability to conduct gap analysis between desired and current states of organization readiness
n Ability to coordinate and negotiate with others to meet deadlines
n Ability to coordinate with diverse groups having different responsibilities for product development and release
n Ability to design effective work and communication processes
n Ability to evaluate individual and team performance
n Ability to identify skills and competencies needed to perform a specific role
n Ability to lead and facilitate team processes
n Ability to negotiate for resource allocation and develop creative solutions to resource usage
n Ability to negotiate for support and resources
n Ability to organize and lead group review processes
n Ability to provide constructive and relevant feedback
n Ability to request and justify need for resources
n Ability to work effectively with and motivate diverse teams
n Ability to work with the team to develop and implement evaluation processes
n Knowledge of company operating procedures regarding resource allocations
n Knowledge of conflict resolution techniques
n Knowledge of group dynamics and processes
n Knowledge of skill and competency distribution throughout the organization
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Identify stakeholders and decision makers |
|
Communicate and justify project plan to development team |
|
Communicate
relevant elements of project plan to customers highlighting key business
issues |
|
Communicate overall project goals and scope to customer and development team and obtain approval |
|
Communicate budget issues and propose solutions to customer and technical team |
|
Communicate project status, critical milestones, and critical issues to customer |
|
Secure and sustain effective project sponsorship |
|
Assess and mitigate risks associated with resistance, cultural impact, and process change |
|
Communicate to and negotiate with customers any major changes to project plan |
|
Communicate relevant information to team members in a timely manner |
|
Communicate and justify release and deployment processes and plan to customers and technical team |
|
Coordinate with customers/users, development teams, and deployment groups |
|
Document and report project status |
|
Assess the effectiveness of the interaction and communication with customer |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze effectiveness of communication process
n Ability to analyze multiple viewpoints and negotiate to bring consensus
n Ability to communicate and negotiate on technical and non-technical issues
n Ability to communicate budgetary information in business terms
n Ability to communicate features and trade-offs to users and stakeholders
n Ability to communicate with technical and non-technical staff in ways appropriate to the audience focus and perspective
n Ability to interpret and clarify communication
n Ability to solicit and analyze feedback
n Knowledge of political issues related to successful project implementation
Occupation Cluster:
Project Management (pg.
53)
Key activities:
|
Identify elements of risks in project |
|
Analyze and prioritize risks and assess potential impact on project |
|
Develop processes and systems to minimize risks |
|
Develop and test recovery plan for identified risks |
|
Develop and apply monitoring processes to measure risk probability |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of risk assessment techniques and processes
n Knowledge of risk mitigation techniques and processes
n Knowledge of recovery techniques and processes
n Knowledge of monitoring techniques and processes
n Knowledge of contingency plans and procedures
n Knowledge of probability- and statistical-based decision-making processes
n Ability to develop effective contingency plans
n Ability to recognize the need for intervention
n Ability to assess criticality of risks and potential impact on system
n Ability to analyze complex information and develop projections
n Ability to recognize areas of uncertainty and constraints
n Ability to work and communicate effectively with project members and stakeholders
n Ability to monitor complex processes and recognize deviations from plan
n Ability to establish processes and procedures that minimize risk
Occupation Cluster:
Project Management (pg.
53)
Key
activities:
|
Negotiate for and secure necessary tools and resources |
|
Obtain input from the customer on invoice and payment administration |
Key
technical knowledge and foundation
skills for this function:
n Ability to project resource and budgetary needs
Occupation Cluster: Product
Management (pg. 53)
Key
activities:
|
Identify decision makers and the decision process in the customer group |
|
Gather and analyze customer requirements and expectations |
|
Assess customer level of satisfaction and confidence and reconfirm expectations throughout the project |
|
Evaluate customer interaction processes and make recommendations for improvement and/or enhancements |
|
Address customer issues in an effective and timely manner |
|
Inform customers of changing risks and other challenges and drive customer reevaluation of needs and expectations |
|
Identify customer ongoing needs for product and services improvements and/or enhancements |
|
Ensure that the technology solution meets the needs and expectations of the customer |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of customer relationship-management processes and techniques
n Knowledge of customer organizations and decision hierarchy
n Knowledge of specification- and requirement-gathering and analysis processes and techniques
n Ability to negotiate solutions focusing on customer expectations and project requirements definition
n Ability to identify key issues and requirements
n Ability to evaluate processes and make recommendations for improvements
n Ability to perform effective customer-needs assessment
n Ability to assess effective level of detail and timing in communicating with customer
n Knowledge of technology trends and changing needs in technology services
n Knowledge of customer’s technology strategies
n Ability to effectively communicate and apply problem-solving techniques
n Ability to assess effectiveness of current use of technology and of technology solutions
Occupation Cluster:
Product Management (pg.
53)
Key
activities:
|
Outline and define requirements, objectives, and priorities |
|
Lead the identification and prioritization of product features based on customer expectations, business requirements, and technology constraints |
|
Communicate the trade-off decisions on product features based on technology and budget constraints and customer requirements |
|
Reassess feature prioritization throughout product development based on changing requirements and constraints |
|
Give input to design team focusing on customer requirements for product manageability, supportability, and deployability |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze, summarize, and prioritize requirements
n Knowledge of product features and limitations
n Ability to integrate technology and business requirements and constraints
n Ability to negotiate solutions focusing on customer expectations and project requirements definition
n Ability to influence customer decision in a positive and cooperative manner
n Ability to keep track of changes and evaluate their impact on overall solution
n Ability to assess effective level of detail and timing in communicating with customer
n Knowledge of design processes and constraints
n Knowledge of requirement change impact on design process
n Knowledge of product manageability, supportability, and deployability issues
n Ability to communicate and negotiate effectively with technical design team
Occupation Cluster:
Product Management (pg.
53)
Key
activities:
|
Drive congruency between customer needs, business requirements, and technology solution |
|
Identify customer expectations and confirm shared understanding on an ongoing basis |
|
Lead the communication and negotiation process between customer and program management team |
|
Evaluate trends in customer needs and expectations and project associated changes/improvements in infrastructure and support |
|
Act as the customer advocate to the team |
|
Act as the team advocate to the customer |
Key
technical knowledge and foundation
skills for this function:
n Ability to integrate technology and business requirements and constraints
n Ability to analyze multiple viewpoints and requirements and develop an overall recommendation
n Ability to promote open communication of issues
n Ability to identify and address underlying issues
n Ability to interpret communication from technical and non-technical customers and team members
n Knowledge of program management team goals and constraints
n Ability to negotiate between groups with different goals and perspectives
n Knowledge of customer technology needs and trends
n Knowledge of impact of product design/feature change on system infrastructure and support
n Ability to assess effective level of detail and timing in communicating with customer and team
n Ability to understand and present different viewpoints and perspectives
Occupation Cluster:
Product Management (pg.
53)
Key
activities:
|
Support cost/benefit analysis of solution development and implementation |
|
Support the assessment of impact of product deployment on customer productivity and business effectiveness |
|
Support the development of the business rationale for the proposed solution |
|
Ensure proper assessment of organization readiness for deployment and develop recommendations to support deployment success |
|
Support the assessment and allocation of resource during product release and deployment |
|
Support the assessment and the mitigation of risks associated with solution implementation |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of cost/benefit analysis processes and tools
n Ability to interpret cost/benefit analysis summaries
n Knowledge of solution development and implementation processes and issues
n Knowledge of customer operations and culture
n Knowledge of impact of technology change and implementation on productivity
n Ability to develop supporting documentation and rationale for specific solution
n Knowledge of business and cost issues in technology implementation
n Knowledge of readiness assessment processes and techniques
n Knowledge of customer level of technology sophistication
n Ability to draw outline of deployment plan with justification and contingencies
n Knowledge of resource needs to support implementation and deployment of technology solution
n Knowledge of implementation risks and issues
n Ability to assess risks and propose effective mitigation procedures
Occupation Cluster:
Product Management (pg.
53)
Key
activities:
|
Identify customer communication processes, practices, and preferences |
|
Develop an integrated communications plan that is responsive to the needs of the customer and the team |
|
Assess the effectiveness of the communications plan and adapt to changing needs and unexpected problems |
|
Ensure that issues are communicated and resolved in a timely and effective manner |
|
Develop high-level briefings to senior management/customers |
|
Ensure an effective two-way communication between the customer and team |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of customer communication processes
n Knowledge of customer relationship management processes and techniques
n Knowledge of customer organizations and decision hierarchy
n Knowledge of communication plan development principles
n Ability to evaluate the effectiveness of the process and make changes for improvement
n Ability to be responsive and flexible in interactions with customers and the team
n Ability to develop creative solutions to communication problems
n Ability to assess effective level of detail and timing in communicating with the customer
n Ability to facilitate communication and negotiation between the customer and team
n Ability to develop and deliver effective business and technical presentations
n Ability to identify and address a wide range of communication issues
Occupation Cluster:
Product Management (pg.
53)
Key
activities:
|
Support the development of marketing strategies and materials to users |
|
Drive the organization and scheduling of user demonstrations |
|
Support product launches |
|
Ensure requirements definition of training plan for operations and technical support staff |
|
Drive the requirements of product and training documentation |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of marketing strategies development processes and techniques
n Knowledge of marketing material development processes and techniques
n Knowledge of user demonstration processes and techniques
n Ability to identify the need for and timing of key marketing events
n Knowledge of product launch processes and techniques
n Ability to identify the training needs of different technical and user groups
Occupation Cluster:
Technical Support (pg.
54)
|
Key
activities:
|
Analyze problem and research solutions |
|
Query existing knowledge base |
|
Identify, test, and implement solutions |
|
Manage system resolution with available resources |
|
Communicate technical solutions and implementation processes |
|
Implement long-range solutions |
|
Document hardware and software problems and resolutions |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of systematic methods of solving technical problems
n Knowledge of sources of relevant technical data
n Ability to prioritize possible solutions based on technical criteria
n Ability to use written and electronic documentation
n Ability to read and interpret technical diagrams and decision trees
n Knowledge of how to read and query a database
n Ability to remove, repair, or replace modules and subassemblies as appropriate
n Ability to examine the situation, analyze possible causes/reasons, and recommend an action plan
n Knowledge of physical inventory and access and control procedures
n Ability to implement proper procedures and work within established guidelines
n Knowledge of technical specifications and relevant indicators of system performance
n Ability to plan according to resource constraints and requirements
n Knowledge of problem and resolution documentation procedures and standards
n Ability to develop recommendations for system optimization and improved stability
Occupation Cluster:
Technical Support (pg.
54)
Key
activities:
|
Gather and analyze customer input |
|
Manage working relationships with customers |
|
Perform negotiated services |
|
Act as liaison between groups |
|
Provide training to customers |
|
Manage demands from multiple customers |
|
Solicit customer feedback and apply input to improve quality of service |
|
Document and communicate customer feedback and requests |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze and interpret customer input for expressed and implied issues
n Ability to foster and contribute to an open communication environment
n Knowledge of support boundaries and escalation procedures
n Knowledge of practices of internal, external, and global customers
n Ability to recognize and analyze customer needs and resolve conflicts to customer satisfaction
n Ability to resolve technical issues and obtain customer approval
n Knowledge of available resources and customer constraints
n Knowledge of negotiated agreement parameters and negotiation variables
n Ability to redirect customer to appropriate resources for solutions to problems outside the bounds of assigned responsibilities
n Knowledge of each group’s function and responsibilities and interrelation between groups
n Knowledge of organizational communication processes
n Ability to encourage cooperation/negotiation
n Ability to create appropriate presentation visuals for technical material
n Ability to analyze and manipulate learning tools and formulate and adapt learning strategies
n Ability to perform appropriate learning-needs assessments and write learning objectives
n Ability to prioritize daily tasks, prepare schedule, and monitor/adjust task sequence
n Ability to apply management skills and analyze and adjust personal/team goals
n Knowledge of service delivery methods and practices
n Ability to evaluate quality and effectiveness of processes
n Ability to actively participate in discussions and present complex technical information
n Knowledge of communication procedures for customer feedback and requests
Occupation Cluster:
Technical Support (pg.
54)
Key
activities:
|
Identify and interpret customer requirements |
|
Evaluate present data and system configuration |
|
Develop installation plan |
|
Install, configure, and test system hardware and peripherals |
|
Install, configure, and test new operating and application software and software upgrades |
|
Perform quality checks on outcomes of work performed |
|
Document system installation, configuration procedures, and current configuration |
Key
technical knowledge and foundation
skills for this function:
n Ability to develop plan of action and to organize and coordinate activities
n Ability to evaluate priorities and assess and organize resources
n Knowledge of system installation and configuration processes and specifications
n Knowledge of the impact of the installation plan on the whole system
n Knowledge of solution and modification tracking methods
n Ability to identify installation-related tasks and sequence them accordingly
n Knowledge of hardware, software, and peripheral installation and configuration practices
n Knowledge of hardware and software troubleshooting and adjustment techniques and practices
n Ability to detect and resolve hardware and software interaction and compatibility problems
n Knowledge of quality-assurance principles, techniques, and standards
Occupation Cluster:
Technical Support (pg.
54)
Key
activities:
|
Operate computer system and run system applications |
|
Perform system diagnostics |
|
Monitor and analyze system performance |
|
Optimize system performance through software and hardware configuration |
|
Develop and implement preventative maintenance plan |
|
Evaluate maintenance processes and outcomes |
|
Communicate and document maintenance procedures and system status |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of applicable startup, shutdown, and backup procedures
n Knowledge of system optimization and diagnostic procedures and processes
n Ability to assess system performance against specifications
n Ability to apply system monitoring and diagnostic tools and procedures
n Ability to use test programs and other tools to analyze system operation
n Ability to identify and resolve operational and performance issues
n Ability to identify problems and develop and test solutions
n Ability to detect, evaluate, and appropriately escalate problems
n Knowledge of performance measurement tools and procedures
n Knowledge of preventative-maintenance procedures and processes
n Knowledge of roles and responsibilities of company personnel and departments
n Knowledge of company practices for maintenance
n Ability to analyze and summarize information and identify trends and interdependencies
n Ability to evaluate installation processes and suggest modifications/improvements
n Knowledge of technical documentation procedures and standards
n Knowledge of internal and external communication procedures
Occupation Cluster:
Technical Support (pg.
54)
Key
activities:
|
Implement security procedures |
|
Evaluate system design and configuration for security |
|
Monitor and report security problems |
|
Perform security audits and analyze results |
|
Develop recommendations for system security upgrades and improvements |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of system security processes and audit procedures
n Knowledge of security tools, policies, and procedures
n Knowledge of organizational policies, procedures, and standards regarding system security and user access
n Knowledge of security management tools
n Ability to relate system configuration to security functions
n Ability to identify and resolve security issues
n Ability to implement organizational processes and procedures
n Ability to analyze information and formulate proposals for improvement or resolution
Occupation Cluster:
Technical Support (pg.
54)
Key
activities:
|
Contribute to the system implementation in the production environment |
|
Give input to operational strategy related to business/technology strategy |
|
Support multiple systems and releases of varying levels of complexity |
|
Contribute to the development and improvement of guidelines and procedures for system implementation and releases |
|
Provide application support to facilitate effective utilization of the system |
|
Contribute to the acceptance process for new releases into production |
|
Support processes facilitating the readiness of the production environment |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of production environment constraints and procedures
n Knowledge of implementation and release processes and guidelines
n Ability to relate technology features and limitations into operational impact
n Knowledge of production environment applications and goals
n Knowledge of problem- and resolution-documentation processes and standards
n Ability to examine the situation, analyze possible causes/reasons, and recommend an action plan
n Knowledge of user-acceptance process and procedures
n Ability to communicate with a wide range of personnel with varying levels of technical expertise
n Ability to evaluate user level of expertise and need for training in specific technical areas
Technical Sales ·
Customer account manager ·
Customer liaison ·
Customer service representative ·
Customer support professional ·
Marketing strategy manager ·
Product solution manager ·
Sales consultant ·
Sales representative ·
Sales support technician ·
Service solution manager ·
Solution delivery manager ·
System engineer ·
Technical account manager ·
Technical sales consultant ·
Technical specialist
Occupation Cluster: Technical
Sales (pg. 54)
Key
activities:
|
Identify new customers and qualify based on customer business needs and their alignment with available products and services |
|
Develop appropriate marketing strategies and plan to secure new accounts |
|
Develop an effective strategy to keep current on customers’ business needs and identify new sales opportunities with existing customers |
|
Develop a service plan and engage appropriate partners to meet specific customer opportunities |
|
Adapt interaction style and marketing strategy to specific customer cultures and behaviors |
|
Build strong partnerships with customers based on trust, ethics, and quality of service |
|
Document customer feedback on products and services and communicate feedback with development and implementation teams and management |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze customer buying behaviors and patterns
n Ability to identify new customer prospects and business opportunities
n Ability to adapt sales strategies to customer culture and feedback
n Ability to manage high-level and key professional relationships
n Ability to manage complex interactions with high-level personnel outside the company
n Knowledge of resources and partners outside the organization
n Ability to identify and work with key stakeholders
n Knowledge of customer needs and business value and constraints
n Knowledge of marketing strategy development principles and tools
n Ability to identify key customer data and communicate with appropriate groups
n Knowledge of customer- and opportunity-tracking tools and techniques
Occupation Cluster:
Technical Sales (pg.
54)
Key
activities:
|
Identify and analyze customer needs and preferences |
|
Obtain input from technical teams regarding cost of development and implementation, and delivery schedule |
|
Collaborate with customer and technical teams to develop potential solutions with associated costs, benefits, and business value |
|
Present technology life cycle and risks to customer for each solution and assess customer readiness to implement solution |
|
Present candidate solutions to customers and drive the negotiation process with the support of appropriate technical personnel |
|
Develop integrated solution and finalize delivery and implementation cost and schedule |
|
Develop detailed proposal and obtain necessary contractual agreements from development and customer organizations |
Key
technical knowledge and foundation
skills for this function:
n Ability to address customer issues and reluctance in an effective and positive manner
n Ability to analyze and draw conclusions based on complex data from multiple areas
n Ability to design complex systems and processes effectively
n Ability to collaborate with a wide range of technical and non-technical groups
n Ability to negotiate effectively on a wide range of technical and non-technical issues
n Ability to listen to and interpret inputs from different teams and participants
n Ability to act as an advocate for the customer to the technical development and deployment groups
n Ability to act as an advocate for the technical development and deployment groups to the customer
n Ability to organize complex cross-team projects
n Knowledge of product life cycles and technology risks
n Knowledge of technical proposal development processes and tools
n Knowledge of cost-estimate and budget-development tools and techniques
n Knowledge of technology and operational constraints for the various groups
n Ability to develop and deliver complex presentations
n Ability to identify critical elements and make trade-off decisions
Occupation Cluster:
Technical Sales (pg.
54)
Key
activities:
|
Recruit appropriate support personnel from sales and technical teams to develop and deliver solution |
|
Secure and monitor sponsorship for the project |
|
Coordinate delivery of products and services with customer and technical teams |
|
Act as an intermediary between technical teams and customer |
|
Give regular status reports to customer on progress of delivery |
|
Identify problems affecting the delivery schedule and/or cost and develop effective solutions |
|
Document delivery process and develop recommendations for process improvement |
Key
technical knowledge and foundation
skills for this function:
n Ability to identify problems and develop creative and effective solutions
n Ability to manage complex systems and processes effectively
n Ability to act as an advocate for the customer to the technical development and deployment groups
n Ability to act as an advocate for the technical development and deployment groups to the customer
n Ability to manage complex cross-team projects
n Knowledge of available resources and resource allocation practices
n Ability to identify the need and effectively negotiate for resources within and outside the organization
n Ability to negotiate with project sponsors when support appears to be insufficient or declining
n Ability to identify critical issues and collaborate effectively with customers and technical groups to resolve these issues
n Ability to track cost and schedule and identify potential issues and risks
Occupation Cluster:
Technical Sales (pg.
54)
Key
activities:
|
Update knowledge of product and service offerings to keep current with technology and changes in organization product line |
|
Organize personal and team training on new products and services and upgrades |
|
Identify the need for further technical or sales training to improve sales effectiveness |
|
Create effective presentations and simulations using technology to enhance communication with customers |
|
Develop and adapt customer presentations based on customer business needs and solution benefits and cost |
|
Develop a coherent and integrated sales presentation that addresses complex customer business needs |
Key
technical knowledge and foundation
skills for this function:
n Ability to use technology and simulations to enhance presentations
n Knowledge of organization product development strategies
n Knowledge of organization communication process for new products and product upgrades
n Knowledge of available training resources and forums
n Ability to evaluate the need for further training and the most effective training forum
n Ability to organize and present complex data from multiple technology areas
n Ability to deliver effective presentations appropriate to purpose and audience
n Ability to adapt presentation style and technical level to audience needs and knowledge
n Ability to adapt sales presentations to customer feedback
n Knowledge of customer business and technical needs and current state of readiness
n Ability to visualize relationships and complements between different products and services
Occupation Cluster:
Technical Sales (pg.
54)
Key
activities:
|
Identify and assess competition and competitors’ development and sales strategies |
|
Assess the trends in customer needs and preferences |
|
Conduct regular market research and analyze trends in markets and customer profiles and business needs |
|
Assess the trends in customer interactions and partnerships with selling organizations |
|
Give feedback to technical teams and management on market trends affecting product and service strategies |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze and draw conclusions based on complex data from multiple areas
n Ability to identify and analyze trends
n Ability to identify meaningful and critical information
n Knowledge of market analysis tools and techniques
n Knowledge of key issues and variables that will impact the overall market
n Knowledge of market dynamics and trends
n Knowledge of competition products, services, and customer strategies
n Ability to identify critical information and its impact on the organization
n Knowledge of customer cultures and expectations regarding partnerships
n Ability to translate market information in terms meaningful to technical and non-technical groups and management
Occupation Cluster:
Technical Sales (pg.
54)
Key
activities:
|
Develop long-term estimations and sales forecasts |
|
Assess cost-effectiveness of current sales strategies |
|
Give input based on sales forecasts and cost of sales to development team and management |
|
Assess effectiveness of the marketing strategies in supporting existing customers and acquiring new customers |
|
Assess effectiveness of the sales organization and team in responding to customers’ business needs and expectations |
|
Identify areas of customer business needs that are not met by current sales strategies and assess criticality and long-term impact |
|
Develop white papers on sales trends and strategies and recommendations to meet the long-term needs of the market |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze and draw conclusions based on complex data from multiple areas
n Ability to develop and apply measurement processes and guidelines
n Ability to articulate a clear strategic vision with supporting justification
n Knowledge of key issues and variables that will impact the marketing success of the organization
n Ability to evaluate and adjust high-level strategies and plans to changes in priorities, market, and technology
n Knowledge of sales-forecast development tools and techniques
n Knowledge of break-even analysis and revenue-estimation tools and techniques
n Ability to translate financial information in terms meaningful to technical and non-technical groups and management
n Knowledge of customer needs and expectations and market trends
n Knowledge of technology impact on business success
n Ability to develop and present recommendations and effective white papers
n Knowledge of the long-term strategic development and business plan of the organization
Occupation Cluster: Testing
Development and Management (pg. 54)
Key
activities:
|
Translate user application environment and product features into testing requirements |
|
Define and document test specifications |
|
Prioritize needs for testing and develop cost estimates based on testing scenarios |
|
Communicate to and negotiate with project/product manager and technical groups the proposed testing plan and scope |
|
Develop testing strategy for specific product and application |
|
Manage testing schedule and report project status according to plan |
|
Obtain team and project/product manager approval for test plan and strategy |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of test procedures and strategies
n Knowledge of product testing processes and techniques
n Knowledge of technical design, construction, and testing phases
n Ability to identify key product features to be tested
n Ability to develop cost estimates based on various testing scenarios
n Knowledge of user requirements and their impact on test plan and strategy
n Ability to make and communicate trade-off decisions regarding testing based on cost and product quality
n Ability to adapt testing strategies to specific needs
n Ability to develop complex plans and assess impact of plan on technical groups and overall development schedule
n Knowledge of approval processes internal to the development organization
n Knowledge of organization hierarchy and decision-making processes
n Ability to consider risks and their potential impact on product quality
n Ability to formulate and justify high-level decisions
Occupation Cluster:
Testing Development and Management (pg.
54)
Key
activities:
|
Identify components to be tested |
|
Develop test schedule and detailed test specifications and parameters |
|
Communicate test schedule and specifications to project/product manager and product development team in appropriate level of detail |
|
Assign testing responsibilities to appropriate groups |
|
Define test scenarios and test data |
|
Define acceptable range for test results and performance |
|
Assess impact of performance deviation on project schedule and budget and on product performance |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of product features and components
n Ability to identify critical elements and components of product
n Knowledge of testing processes and results on similar products
n Ability to analyze parts and whole and their relationships in a logical and systematic way
n Ability to develop schedule for testing processes
n Knowledge of testing issues and constraints
n Knowledge of testing-specifications development processes
n Knowledge of testing tools and their features and limitations
n Ability to assess impact of defect/error on overall product performance
n Knowledge of quality-measurement techniques and processes
n Knowledge of test scenarios and relevant test data
n Ability to assess criticality of errors/defects and their impact on overall product development and release
n Ability to communicate to and resolve issues with technical teams
n Ability to identify qualified testers and select appropriate automated testing tools
n Ability to select testing tools based on tool capabilities and limitations
Occupation Cluster:
Testing Development and Management (pg.
54)
Key
activities:
|
Develop and implement test schedule and processes for components, system, and documentation |
|
Assess and revise test sequence and scope based on test results and/or changes in product design |
|
Coordinate component, system, and documentation testing with the appropriate technical groups |
|
Identify and allocate resources needed to support test plan |
|
Document test procedures and problems |
|
Communicate test issues to project/product manager and team in the appropriate level of detail |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of test procedures and parameters
n Knowledge of responsibilities of various technical groups regarding testing
n Knowledge of technical and user documentation standards and practices
n Ability to develop complex schedules and plans
n Ability to continuously assess effectiveness of plan and revise accordingly
n Ability to assess criticality of problems during testing on test reliability
n Ability to assess the impact of changes in testing plan on project cost and schedule
n Ability to coordinate with various technical groups
n Knowledge of availability of and allocation processes for resources
n Ability to evaluate, summarize, and document test procedures and issues
n Ability to assess the amount of detail that needs to be communicated to various technical groups and project manager
n Ability to develop creative and effective solutions to problems
n Ability to make effective and timely decisions
Occupation Cluster:
Testing Development and Management (pg.
54)
Key
activities:
|
Gather, analyze, and summarize test results |
|
Reconcile test results from different tests and different groups |
|
Document findings from test results |
|
Communicate test results to appropriate personnel |
|
Evaluate the importance of test results and compare to acceptable variance in performance |
|
Identify missing or erroneous test information and develop appropriate solutions |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of statistical analysis methods
n Knowledge of testing protocols and test uncertainties
n Knowledge of trend analysis methods
n Ability to organize and evaluate complex information
n Ability to reconcile conflicting information and identify missing data
n Ability to recognize and evaluate trends
n Ability to communicate with different technical groups
n Ability to understand a wide range of technical information
n Ability to weigh and recognize the criticality of specific findings
n Knowledge of test documentation procedures
n Ability to choose what information should be communicated and in what level of detail
n Knowledge of variance analysis methods
n Ability to present information to technical and non-technical audiences
Occupation Cluster:
Testing Development and Management (pg.
54)
Key
activities:
|
Develop status reports based on test completion and test findings |
|
Communicate and disseminate reports to appropriate technical groups |
|
Develop recommendations based on test results to improve or correct design |
|
Contribute information based on test results to design, development, and documentation teams and other relevant technical groups |
|
Assess readiness and deviation of product performance based on test results and product specifications |
|
Communicate status to project/product manager and present the implication of test results on overall project plan |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of documentation processes and standards
n Knowledge of organization dissemination and reporting processes and standards
n Knowledge of testing schedule and plan
n Ability to develop high-level technical recommendations
n Knowledge of design and development processes and constraints
n Ability to communicate with a wide range of technical groups
n Ability to contribute recommendations in a positive, constructive, and persuasive manner
n Ability to develop creative solutions to complex problems
n Knowledge of product specifications and performance criteria
n Ability to communicate critical information to project/product manager in persuasive terms and relevant details
n Ability to compare product performance to specifications
n Ability to evaluate criticality of problem and impact on product design
n Ability to evaluate impact of design change on schedule and cost
n Ability to make trade-off recommendations and decisions on product features and performance
n Ability to forcefully advocate and defend own convictions even when they are unpopular
Occupation Cluster:
Testing Development and Management (pg.
54)
Key
activities:
|
Develop usability problem statements, test plan, and methodology |
|
Develop test scenario, test environment, and evaluation measures |
|
Develop user profile and recruit usability participants |
|
Prepare and pilot test materials on sample user group |
|
Administer usability test |
|
Analyze test data and make recommendations for further testing and/or product design modifications |
|
Document usability test process, scenarios, findings, and recommendations |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of usability test procedures and strategies
n Ability to identify key product features to be tested
n Knowledge of product features and components
n Knowledge of usability testing issues and constraints
n Knowledge of usability testing methodologies and their features and limitations
n Knowledge of test scenarios and relevant test data
n Ability to identify qualified usability testers and select appropriate sample user groups
n Knowledge of statistical analysis methods
n Knowledge of testing protocols and test uncertainties
n Knowledge of trend analysis methods
n Ability to organize and evaluate complex information
n Knowledge of usability test documentation procedures
Occupation Cluster:
Testing Development and Management (pg.
54)
Key
activities:
|
Develop effective evaluation tools and processes |
|
Assess effective use of resources and technical staff throughout the testing process |
|
Assess effectiveness of communication and feedback process with technical team |
|
Assess effectiveness of communication with project/product manager and team regarding test status and findings |
|
Evaluate the relevance and effectiveness of testing tools, processes, and overall test plan |
|
Evaluate the cost effectiveness of the testing tools, processes, and overall test plan |
|
Develop recommendations for improvement in test tools, processes, and overall test plan |
Key
technical knowledge and foundation
skills for this function:
n Ability to judge process and tool effectiveness/efficiency
n Knowledge of process-evaluation techniques and tools
n Ability to track the use of resources throughout the test plan
n Ability to identify problems, their criticality, and impact on overall process
n Ability to identify root causes of problems
n Ability to develop meaningful and realistic measurement goals
n Knowledge of process quality standards
n Ability to apply systematic evaluation methods
n Ability to work with the team to develop and implement evaluation processes
n Ability to modify test processes/procedures to improve testing reliability
n Ability to develop and revise existing best practices for test plans and processes
n Ability to solicit and analyze feedback
n Ability to analyze effectiveness of communication process
Occupation Cluster:
Professional Training and User
Education (pg. 55)
|
Key
activities:
|
Identify core competencies, skills, and processes of the organization |
|
Identify individual competency and skill distribution throughout the organization |
|
Assess internal principles and practices that support and hinder training and overall performance improvement |
|
Perform gap analysis against target competencies, skills, and processes |
|
Identify and document desired goals, objectives, and priorities for training |
|
Identify population and individuals to be trained to meet goals, objectives, and priorities |
|
Identify skills and competencies through assessment of the skills that need upgrading to bridge the gap |
|
Evaluate and assess impact of training on organization stability and productivity |
|
Stay advised of all industry curriculum changes and requirements |
Key
technical knowledge and foundation
skills for this function:
n Ability to evaluate organizational and individual practices and processes
n Ability to assess individual skills and competencies
n Knowledge of skill and competency profiles within the organization
n Knowledge of gap analysis processes and tools
n Knowledge of organization and departmental environment and culture
n Ability to evaluate environment and culture as they impact training delivery methods and effectiveness
n Knowledge of practices that support training and practices that hinder training
n Ability to formulate and document purpose of training
n Ability to assess impact of training on organization and individual effectiveness
n Ability to identify target population in line with training goals, objectives, and priorities
n Ability to perform appropriate learning-needs assessments and write learning objectives to address the identified learning needs
Occupation Cluster:
Professional Training and User
Education (pg. 55)
Key
activities:
|
Identify time, budget, and other constraints regarding development and delivery method of training |
|
Evaluate alternatives to training, including outsourcing, mentoring, and hiring |
|
Define target population to be trained according to this current skill set |
|
Develop proposal for training including scope, customized training, target audience, and cost and time estimates |
|
Present proposal and alternatives to stakeholders and obtain management approval and commitment |
|
Identify specific content and skills to be included in training solutions |
|
Select training methodologies best suited for content, skills, and audience |
|
Develop and pilot test training material and methods |
|
Finalize training content, format, and methods based on results of pilot test |
|
Stay advised of all industry curriculum changes and requirements |
Key
technical knowledge and foundation
skills for this function:
n Ability to develop proposals and draw budget estimates
n Ability to develop alternatives and evaluate these alternatives based on cost and effectiveness
n Ability to adapt and customize content and training methods to audience
n Knowledge of training methodologies and effective learning techniques
n Knowledge of instructional design principles and tools
n Knowledge of pilot testing processes and principles
n Ability to gather relevant and objective feedback
n Ability to analyze feedback and make recommendations for improvement and/enhancements
n Knowledge of available resources for training design and delivery
n Knowledge of technical content and skills to be included in the training delivery
n Ability to work with subject matter experts to develop training content, hands-on labs, best practices, and scope
n Knowledge of instructional technologies that support and enhance training processes
n Ability to analyze and manipulate learning tools, formulate and adapt learning strategies, and synthesize multiple learning techniques
Occupation Cluster:
Professional Training and User
Education (pg. 55)
Key
activities:
|
Develop user training plan and schedule |
|
Communicate plan and purpose to users |
|
Organize training sessions and trainers |
|
Deliver training to groups and individuals, including users, support staff, designers, and developers |
|
Conduct training evaluation and document feedback |
|
Network with students, corporate clients, and competitors |
|
Communicate with the training coordinators and training group manager |
Key
technical knowledge and foundation
skills for this function:
n Ability to organize multiple training sessions
n Knowledge of logistics planning processes and tools
n Ability to organize training team and schedule
n Ability to organize content in a meaningful and interesting format
n Ability to address diverse groups with relevant and interesting presentations
n Knowledge of delivery styles and processes
n Ability to adapt delivery style to content and audience
n Ability to solicit genuine and valuable feedback
n Ability to analyze multiple inputs and summarize recommendations
n Knowledge of delivery technologies
n Ability to set up and perform basic troubleshooting on technical presentation equipment
n Ability to analyze and document effectiveness of training sessions
n Ability to effectively communicate training plan and purpose
Occupation Cluster:
Professional Training and User
Education (pg. 55)
Key
activities:
|
Conduct follow-up evaluation of individual and organizational performance after training to ensure satisfaction |
|
Perform evaluation of performance gain from training through after-class skills assessment |
|
Perform gap analysis of skills, competencies, and processes against desired goals and priorities |
|
Evaluate training implementation cost and schedule against plan |
|
Analyze feedback from training sessions for effectiveness of delivery methodologies and content |
|
Document findings and recommendations, including recommendations for further training |
|
Ensure that students’ questionnaires are reviewed and address all student issues |
Key
technical knowledge and foundation
skills for this function:
n Ability to analyze budgets and schedules against plan
n Knowledge of performance measurement tools and indicators
n Ability to design evaluation processes and measurement frameworks
n Ability to judge organization and individual efficiency and/or deficiencies
n Ability to develop meaningful and effective measurement goals and objectives
n Knowledge of organization quality standards and procedures
n Ability to assess individual skills and competencies
n Knowledge of gap analysis processes and tools
n Ability to assess trade-off between cost and gain of evaluation process
n Ability to work with the organization to develop and implement evaluation processes
n Ability to assess results and develop recommendations for improvements and/or enhancements
n Ability to develop and revise existing best practices for training delivery methods
n Ability to assess and justify the need for further training
n Ability to document findings and recommendations and summarize in business terms
Occupation Cluster:
Professional Training and User
Education (pg. 55)
Key
activities:
|
Define purpose, standards, and use of documentation |
|
Identify content for user manual from developers and users |
|
Identify technology and resource constraints for manual development and publication |
|
Interview and/or observe target audience |
|
Identify delivery options and formats that meet user needs |
|
Identify sources of information and gather relevant material |
|
Design, develop, write, and proof manuals |
|
Test and validate manuals with users |
Key
technical knowledge and foundation
skills for this function:
n Knowledge of user requirements
n Knowledge of documentation standards and procedures
n Ability to identify audience and purpose of document
n Knowledge of document development and publishing software and online tools
n Ability to assess audience level of technology knowledge and skills
n Knowledge of interview techniques for technology subject-matter experts and users
n Knowledge of workplace and industry terminology, methodologies, and concepts
n Ability to evaluate relevance, effectiveness, and consistency of written material
n Ability to select and evaluate appropriateness and accuracy of existing information
n Knowledge of word processing, design, publication, and online tools
n Ability to present complex ideas/information
n Knowledge of the principles of user documentation writing and presentation
n Ability to organize information in a logical and easy-to-use manner
n Ability to use appropriate language, style, organization, and format
n Knowledge of grammar, readability, and usability standards
The key
goal of the Product Management Role Cluster is satisfied customers. Projects
must meet the needs of customers in order to be successful. However, first the
customer must be clearly identified and understood. In some cases the customer
requesting a solution or set of features may be different from the sponsor who
is paying or supporting effort. Thus there must be a clear distinction and
requirements analysis for the success factors for both parties. Only then can
the responsibilities of setting and meeting the expectations be assigned to the
appropriate function areas. It is possible to meet budget and time goals but still
be unsuccessful if customer and business needs have not been met. To achieve
the goal of satisfied customers, the Product Management Role Cluster requires
several functional areas: product planning, business value, advocacy, and
marketing.
The focus of the Program Management Role Cluster is to meet the goal of delivering the solution within project constraints. This can be viewed as ensuring that the project sponsor is satisfied with the outcome of the project. To meet this goal, Program Management owns and drives the schedule, the feature set, and the budget for the project. Program Management ensures that the right solution is delivered at the right time and that the project sponsor’s expectations are understood and managed throughout the project.
The
“build to specification” goal is the focus for the Development Role Cluster
during an MSF project. To succeed in meeting its quality goal, the role of
Development is to build a solution that meets the customer’s expectations and
specifications as expressed in the functional specification. Development
adheres to the solution architecture and designs that, together with the
function specification, form the overall specifications of the solution.
In addition
to being the solution builders, Development serves the team as the technology
consultant. As technology consultant, Development provides input into design
and technology selection decisions, as well as constructing functional
prototypes to validate decision-making and mitigate development risks.
As builders, Development provides low-level solution and feature design, estimates the effort required to deliver on that design, and then builds the solution. Development estimates its own effort and schedule because it works daily with all developmental contingency factors. MSF refers to this concept as bottom-up estimating, and it is a fundamental part of the MSF philosophy. Its goal is to achieve a higher quality of schedule and to increase accountability of those providing the estimates and of their work performance.
The
goal of the Test Role Cluster is to approve for release only after all product
quality issues are identified and addressed. All software is delivered with
defects. A key goal is to ensure those defects are identified and addressed
prior to releasing the product. Addressing can involve everything from fixing
the defect in question to documenting work-around solutions. Delivering a known
defect that has been addressed along with a work-around solution is preferable
to delivering a product containing unidentified defects that may surprise the
team and customer later.
The goal of the User Experience Role Cluster is enhanced user effectiveness. User Experience is comprised of six functional areas: accessibility, internationalization, user advocacy, training/support material, usability research and testing, and user interface design. The User Experience team acts as an advocate between the user and the entire project team.
The
goal of the Release Management Role Cluster is smooth deployment and ongoing
operations. Release Management is the role that directly involves operations on
the MSF team. It includes the following functional areas of responsibility:
n Acts as primary advocate between project development and operations groups
n Manages tool selection for release activities and drives optimizing automation
n Sets operational criteria for release to production
n Participates in design, focusing on manageability, supportability, and deployability
n Drives training for operations
n Drives and sets up support for pilot deployment(s)
n Plans and manages solution deployment into production
n Ensures that stabilization measurements meet acceptance criteria
n Drive marketing and public relations messages that have an impact on the target customer.
n Be highly differentiated so the solution stands out from the competition.
n Place the solution into distribution so that the target customer can easily acquire it.
n Provide support so that customers have a positive experience buying and using the solution.
n Define and maintain the business justification for the project.
n Define and measure the business value realization and metrics.
n Drive a shared project and solution vision.
n Manage customer expectations and communications.
n Gather, analyze and prioritize customer and business requirements.
n Perform market research, market demand, competitive intelligence/analysis.
n Determine business metrics and success criteria.
n Identify multi-version release plan.
n Track and manage budget.
n Manage master project schedule.
n Drive risk management process.
n Facilitate communication and negotiation within the team.
n Track progress and managing project status reporting.
n Manage resource allocation.
n Drive overall solution design.
n Manage the functional specification.
n Manage the solution scope and critical trade-off decisions.
n Drive process quality assurance.
n Define and recommend improvements.
n Implement the project management processes and support the team leads in using them.
n Provide a range of administrative services to support efficient team work.
n Serve the team as a technology consultant.
n Evaluate and validate technologies.
n Participate actively in the creation and review of the functional specification.
n Contribute to defining development standards for the organization.
n
Map the Enterprise Architecture (EA) to the solution’s
implementation architecture by providing solution-specific detail for
application, data, and technology views of the architecture.
n
Own and implement the logical
and physical designs of the solution.
n Code features to meet the design specifications.
n Conduct code reviews during development to share knowledge and experience.
n Carry out unit testing as defined in the test plan with the support of the test role.
n Develop features that meet the design specifications.
n Conduct code reviews during development to share knowledge and experience.
n Carry out unit testing as defined in the test plan with the support of the test role.
n Develop scripts for automated deployment.
n Develop deployment documentation.
n Develop testing approach and plan.
n Participate in setting the quality bar.
n Develop test specification.
n Develop and maintain automated test cases, tools and scripts.
n Conduct tests to accurately determine the status of product development.
n Manage the build process.
n Provide the team with data related to product quality.
n Track all bugs and communicate issues to ensure their resolution before product release.
n Drive accessibility concepts and requirements into design.
n Improve the quality and usability of the solution in international markets.
n Act as the user advocate to the project team.
n Design and develop documentation for support systems (Help desk manuals, KB articles, and more).
n Document Help/assistance.
n Develop and execute learning strategy (build/buy/deliver).
n Gather, analyze, and prioritize user requirements.
n Provide feedback and input to solution design.
n Develop usage scenarios and use cases.
n Drive user interface design.
n Enterprise infrastructure planning.
n Coordinate physical environment use and planning across geographies (data centers, labs, field offices).
n Provide the team with policies and procedures for consistent infrastructure management and standards.
n Provide infrastructure services to the MSF team (building servers, standard images, installing software).
n Manage hardware/software procurement for the team.
n Build test and staging environments that accurately mirror production environments.
n Provide primary liaison and customer service to the IT users.
n Support the business by managing the SLA with the customer and ensuring commitments are met.
n Provide incident and problem resolution; rapid response to user requests and logged incidents.
n Give feedback to development and design team.
n Develop failover and recovery procedures.
n Account and system setup controls; manage user accounts and permissions
n Messaging, database, telecom operations; network operations
n Systems administration, batch processing
n Firewall management; security administration
n Application services
n Host integration services
n Directory service operations
n Provide logistics management support to the team.
n Procure and set up equipment needed for development and testing.
n Procure software needed for development and testing.
n Manage network connectivity needs for the team.
n Product registration codes; registration verification process
n Licensing management
n Packaging
n Manage distribution channel
n Print and electronic publication
The release role cluster of the MOF team model is the point where the Microsoft
Solutions Framework (MSF) team model intersects with MOF. The MSF Release
Management Role Cluster maps directly to the MOF release role cluster. This is
the transition point between development/test and production operations, and it
is a crucial juncture for the smooth transition of the system into production.
The release role serves as the primary liaison between the project development
team and the operations groups.
After a service has been deployed into the production environment, the release role cluster is responsible for:
n Ongoing identification, change control, and status reporting of the system and environment.
n Asset management with version control, software distribution, license tracking, usage monitoring, and retirement information.
n Maintenance of the Change Management Database (CMDB) of inventory management for hardware, software, and physical assets.
The release role cluster owns
responsibility for both inventory management and asset value management.
Maintaining an accurate CMDB provides identification and scope of all systems
at a given baseline, provides accounting for each configuration item (CI)
within the CMDB, and provides management-reporting information on the state of
the IT infrastructure at any given time. The CMDB goes beyond a basic inventory
and asset list; it provides relationships among systems and between systems and
users of the systems so that change triggers and dependencies can be tracked.
Regularly scheduled baseline reviews of all assets are necessary to make sure
that the inventory accounting includes non-networked devices. The frequency of
baseline inventory reviews depends entirely on the scope of CIs recorded, and
the rate of change within the environment.
The Infrastructure role cluster is the key enabler of agility for the
enterprise. Infrastructure looks at the evolving enterprise architecture and
ensures that plans are in place to meet the new and changing requirements of
running the business from a networking, telecommunications, hardware, and
software perspective.
A key component of long-term planning is capacity management of the
enterprise resources. Infrastructure owns the selection, design, and
implementation of the fundamental building blocks that, in order to execute,
applications rely on for underlying system services. Examples of these building
blocks include system-level software, installation software such as Microsoft
Systems Management Server, network management software, middleware, and
security software.
Infrastructure works closely with the real estate and facilities group
in planning and coordinating building and office moves, expansions and
acquisitions, physical environment changes, and other events to ensure that all
IT requirements are planned and documented. It plans for issues such as proper
wiring, lab space, data center accommodations, and user connectivity to the
corporate network.
In large enterprises, the Infrastructure role cluster frequently includes a role that owns the task of organizing and managing IT policies and procedures, methodologies, standards such as desktop and server hardware, distributed computing connectivity and telecommuting resources, and cost-management techniques.
The infrastructure role cluster works closely with the support and
operations role clusters to ensure efficient infrastructure development and
effective deployment. This joint effort allows support and operations to design
sound processes for smooth operation of the infrastructure solutions.
The most important goal of
the support role cluster is to provide timely, efficient, and accurate customer
support. This support serves to increase customer satisfaction while reducing
the cost of the service. A service desk staffing plan needs to ensure that the
number of support staff on hand scales proportionately to the demand for
support, at both peak and low-usage times. This helps to maintain support costs
with an efficiently run service desk team and minimizes response times on
incidents, thus supporting the goals specified within the service level
agreements.
Automation tools enable the support staff to prioritize their workload of incidents based on priority and business impact of the incident. These support-automation tools also provide the ability to report on the measurements of success, such as response time, number of occurrences of a given incident type, and so forth.
Studies have shown that if customers do not receive good support from their central support organization, they will use peers for support. Unfortunately the cost of peer support is approximately 3-6 times that of centralized support. Therefore the initial step in reducing support cost to the company is to increase the number of calls to the service desk. Only once all support activities have been centralized can an accurate cost reduction metric be derived.
The operations role cluster
includes skilled specialists who focus on the performance of production systems
and the tasks necessary to run them on a daily basis. Enterprise operations
roles include dedicated specialties such as messaging, system administration,
telecommunications, networking, and database administration. Each specialty
function requires experience and knowledge to effectively implement and support
the technology and supporting processes. It also requires ongoing education and
certification to increase knowledge on the latest advancements in technologies
and tools to ensure that the systems are implemented, maintained, and supported
in the most efficient, automated way at the lowest cost.
The operations role manages
the daily operations and system administration activities to run and maintain
the IT services and applications across the enterprise. The operations role
performs the scheduled and repeatable processes such as data backup, archiving
and storage, output management, system monitoring and event log management, and
print and file server management.
Reports by industry analyst advisors state that the IT staff positions most difficult to recruit and retain are in the operations roles, specifically systems, network, and database administration. E-commerce and other business on the Internet raise the importance and visibility of keeping systems running, with high availability and reliability. These positions are the heart of many IT service management organizations, and require staff that are skilled not only in their specific technology, but also have strong organizational, project management, and communication skills.
Operations management groups create and track large amounts of documentation on technical procedures and standard processes, from operations guides to detailed escalation procedures for a database recovery scenarios. Operations staff should be able to write technical information clearly and procedurally.
The
security role cluster is an important component in nearly all IT activities. An
information system with a weak security foundation eventually will experience a
security breach. Depending on the information system and the severity of the
breach, the results could vary from embarrassment, to loss of data, to loss of
revenue, to loss of life. In effect, the security role cluster actively
practices risk management in all activities that it performs.
The primary goals of the security role cluster are to ensure:
n Data confidentiality. No one should be able to view data if not authorized.
n Data integrity. All authorized users should feel confident that the data presented to them is accurate and not improperly modified.
n Data availability. Authorized users should be able to access the data they need, when they need it.
Security
specialists in this role focus not only on the technical intricacies of
protecting the corporate network, but on the business policies and practices on
such things as company e-mail, remote access usage, permissions on sensitive
corporate financial and human resource data, and issues as specific as
maintaining the confidentiality of the company’s employee phone listing.
Information
security architecture bridges the gap between corporate business process and
policy directives, and platform-specific security measures. One example of
security’s role in business processes is defining and implementing exit procedures for employees
leaving the company. The risk is especially high and in need of managing when a
company’s business is intellectual property, thus making it more difficult to
track.
Another
responsibility of the IT security role cluster is creation of a comprehensive
plan for the audit, retention, classification, and secure disposal of data.
Legal, financial, and historical data need to be safely stored for appropriate
periods of time as defined by law, the industry, and the corporation.
Non-critical data should be disposed of to minimize the cost of expensive
storage. This requires implementing an efficient back-up and retrieval process
in the operations role. Physical security, as it relates to data, assures
secure telephone and data connections and physical access to assets, as well as
secures connections to business partners, joint ventures, and new acquisitions.
Exposures related to weak physical security allow easy access to intruders.
The
IT security role cluster must take an active role in setting and auditing
security standards for 3rd party suppliers and partners. If an external partner
has weak security, then any information provided to that partner is at risk. IT
security must ensure that partners are protecting IT’s data as well as IT’s
customer’s data.
IT
security must also ensure that they are protecting their customer’s interests.
This may include proprietary data, access to corporate offices, or any other threat.
As a key enabler of the business, IT must strive to uphold their link in the
supply chain.
The
partner role includes a broad collection of IT partners, service suppliers, and
outsourced vendors who work as virtual members of the IT staff in providing
hardware, software, networking, hosting, and support services. The degree to
which an IT organization utilizes partner services varies widely from business
to business, depending on the size, location, industry type, and the strategic
goals of the business.
In
the MOF team model, the partner role represents the external business
partnerships involved in delivering a service. The exact type and nature of the
relationship with a partner can take on a variety of forms and perspectives;
however, the importance of the partner in an efficient operations team
structure cannot be understated. The management of the partner relationship
within the company is the primary responsibility of the partner account
manager.
Underpinning
contracts are an integral piece of managing high-quality services that are
obtained through vendors, suppliers, outsourcers, or any other type of
third-party provider. The partner account manager is responsible for defining
the terms of these contracts, costs, and ongoing operational details involved
in getting both the partner provider and the customer recipient to meet their
commitments to the agreement.
Maintenance contracts are a prime example of an ongoing third-party service level. Microsoft, for example, outsources its internal IT help desk function to a company whose core competency is providing service desk functions and managing the service desk staff. A Microsoft IT group employee is the account manager responsible for owning the relationship with the help desk vendor, continually assessing service levels and making whatever modifications are necessary with the goal of continually improving the service to the internal end users while balancing appropriate costs of running the service desk.
n Receives requests for changes (RFCs) and ensures that they are properly recorded in the change management log
n Reviews RFCs for completeness
n Selects change advisory board (CAB) members and facilitating CAB meetings
n Prepares CAB meeting agendas and providing all necessary review information to the CAB members prior to board meetings
n Assigns teams to conduct RFC impact analyses and risk assessments
n Analyzes, prioritizes, categorizes, approves, and schedules RFCs
n Provides change notification to affected parties
n Monitors the successful completion of all RFCs, including change planning, building, testing, and implementation to ensure that these processes follow the change schedule
n Reviews
and evaluates the change process
n Manages the planning and coordination of the pilot staging and organization-wide implementations
n Develops implementation plans and determine site locations for pilot rollouts
n Establishes implementation schedules
n Identifies and communicates problems and schedule changes based on feedback from release team coordinators
n Ensures that the rollout team is properly trained
n Validates
rollout and back out plans during release testing
n Develops and manages the communications plan
n Develops content based on input from all project members
n Finalizes, gains approval for, and distributes content
n Determines the channels of information dissemination
n Develops feedback mechanisms and a collection database for user comments
n Ensures issue resolution is communicated in a timely and effective manner
n Evaluates and updates the communications plan to maintain its effectiveness throughout the release process
n Communicates
release goals and scope to users
n Communicates
release status, progress, and issues to appropriate groups
n Establishes the policies and procedures to govern the configuration management process
n Participates as a member of the Change Advisory Board (CAB) to ensure that the impacts of proposed changes are known prior to being authorized
n Determines the scope and granularity of the Configuration Items (CI's) recorded in the Configuration Management Database (CMDB)
n Performs audits and establish baselines
n Conducts organization-wide awareness campaigns about configuration management policies
n Selects, assigns responsibilities to, and trains the configuration management staff
n Establishes CMDB policies including CI naming conventions
n Automates CMDB updating systems, if possible
n Provides baseline report for the assessment of the impact of the release on the live environment
n Updates the CMDB with all changes to the target environment when both the pilot and the full release have been completed
n Assists
in development of the test environment (for changes) to mirror target
environment
n Assesses current user guides, administrator guides, and reference manuals
n Defines purpose and use of required documentation
n Identifies required documentation from developers and users
n Identifies delivery options and formats that meet the users’ needs
n Designs, develops, and proofs documentation
n Tests and validates documentation with users
n Manages the modification of existing documentation to support the release
n Disseminates
documentation to appropriate personnel
n Develops detailed release plans
n Coordinates all project teams associated with the release
n Acts as a liaison to appropriate management
n Manages the evaluation process upon completion of the project
n Forms
a release team to manage the many required activities by selecting team
members, obtaining management approval, and assigning team roles and
responsibilities
n Facilitates team communication to ensure that releases are implemented according to schedule with system integrity and availability maintained
n Manages release planning
n Ensures user acceptance tests have been completed
n Verifies training has been provided to the affected user community
n Validates
back-out plan
n Designs, builds, and maintains the test environment
n Prepares test scripts and execute testing strategies
n Identifies testers and assigns testing responsibilities
n Develops and manages testing schedule
n Documents test procedures and problems
n Manages problem resolution and re-testing
n Gathers, analyzes, and documents test results
n Communicates results and provide recommendations to appropriate parties
n Validates
readiness of release package to be integrated into the live environment
n Identifies user competency to use the release
n Performs gap analysis against target competencies and skill requirements
n Identifies individuals to be trained to meet goals and objectives of the release
n Selects training methodologies best suited for content and audience
n Designs, builds, and implements the training strategy
n Communicates training plan to audience
n Manages and coordinates daily training activities
n Collects and analyzes feedback from trainees for effectiveness of training methodology and content
n Leverages
the training materials produced by the User Experience Role in the
Infrastructure role cluster
n Designs an application to meet a defined business need
n Determines the distribution of work in an N-tier client-server system
n Locates network services required for application
n Works
with the Middleware Designer, Network Designer, Database Designer, and
Operating System Manager to determine an optimal design
n Ensures that business requirements are correctly translated into availability goals that can be achieved at reasonable cost
n Negotiates cost-effective countermeasures to all single points of failure
n Undertakes availability modeling to assess the impact of future changes and to identify potential improvements
n Ensures availability goals are reflected within appropriate service level agreements both inside and outside the company
n Defines the need for and helps with the implementation of availability monitoring processes and tools
n Collects and interprets availability metrics on behalf of the business
n Forecasts the impact of future availability requirements
n Participates in the availability management Project Board to review proposed business and infrastructure changes for their impact on availability
n Provides consulting expertise for the review and creation of any external contracts that include availability clauses
n Manages the day-to-day availability requirements of services
n Coordinates
scheduling of release implementation in pilot staging and live environments
n Forecasts future service capacity requirements
n Ensures that capacity targets can be achieved at a reasonable cost
n Assists in the creation and review of new service level agreements (SLAs)
n Participates in the Change Advisory Board to review suggested changes for impact to existing service levels
n Provides consulting expertise for the review and creation of any external contracts that include capacity clauses
n Manages
day-to-day capacity requirements of services
n Determines where sources of data are located and how they can be accessed
n Ensures that efficient data access is available where required
n Creates requirements for network infrastructure in order to ensure data access
n Manages
the activities of one or more Database Developers and Data Modelers
n Creates
triggers and stored procedures for accessing and manipulating data in a
database
n Designs a logical data model for an application
n Maximizes
performance, capacity, and availability of data in accordance with service
level requirements
n Designs the directory infrastructure to meet service level requirements
n Creates the directory database schema
n Creates a list of changes required to an existing database schema in order to meet new business requirements
n Creates
requirements for network infrastructure in order to ensure data replication
n Determines all directory design and deployment components
n Determines all directory administration, integration and operation strategies
n Ensures that all application integration and dependencies are met
n Ensures enterprise directory documentation is accurate and current
n Ensures that directory administrators have the skills and tools to perform all administrative operations and functions
n Ensures
accurate representation of directory resources in the CMDB
n Assesses current user guides, administrator guides, and reference manuals
n Defines purpose and use of required documentation
n Identifies required documentation from developers and users
n Identifies documentation options and formats that meet the users’ needs
n Designs, develops, and proofs documentation
n Tests and validates documentation with users
n Manages the modification of existing documentation to support a new release
n Disseminates
documentation to appropriate personnel
n Coordinates installation and maintenance of system print/output hardware and software and configuration of printer resources
n Representative of each site within an organization
n Provides first hand knowledge of assets within corporate sites
n Provides first hand experience to challenges and environment consideration at each site
n Assumes the management of the continuity plan once it is constructed
n Provides status reports to Service Continuity Manager if the contingency plan is executed
n Ensures that preventive measures are enforced within facility to avoid disaster
n Watches
for changes within the environment that would require redesign the service
continuity effort
n Handles the financial activities of a department
n Provides guidelines on organizational policy, assistance in setting up cost accounts, and assistance creating budget templates
n Ensures
that all finance-related policies developed conform to those adopted by the
organization
n Manages the data communications between system services. This includes managing messaging communications standards such as XML
n Creates message format standards with internal and external entities
n Manages
the activities of the Data Architect and Directory Designer
n Creates designs for new network facilities as business needs change and grow
n Evaluates the design of existing network components as new technologies are developed
n Facilitates the availability of database, directory, and messaging services
n Determines the optimal organizational design in order to meet a business need
n Manages
the changes required to organizational structures while minimizing stress on
those affected
n Designs processes for performing business critical functions
n Maximizes value-add activities while minimizing non-value-add activities
n Manages the implementation of process changes
n Trains
those involved in the process in any new procedures
n Manages the efforts of one or more Project Managers and System Integrators
n Manages
the budget and schedules of multiple projects
n Creates software in accordance with the architecture guidelines set by the Application Architect and the style guides set by the Software Engineer
n Manages component testing of software to ensure technical quality
n Reviews
the code of other Programmers to ensure consistency and code quality
n Manages a project to meet or improve business needs
n Manages the budget and schedule for a single project
n Manages
the activities of one or more Process Designers, Organizational Designers, and
Application Architects
n Identifies possible risks to process, people, technology, and external threats
n Notifies
the backup team of special requests for backups prior to introducing change
n Reports progress to senior company officials in the instance of a contingency plan execution
n Identifies critical business processes
n Negotiates and sets service level agreements (SLAs)
n Sets policies in reference to SLA
n Manages the continuity effort
n Manages the personnel who recover the systems
n Ensures that recovery can occur with the set SLA
n Ensures that backups are completed and verified by backup personnel
n Manages the backup and recovery team who will recover the systems
n Responsible
for technical skill set of recovery team members
n Manages recovery efforts
n Provides monthly status of backup solution to facility manager to ensure that recovery can occur with the set SLA
n Works
with facility manager, capacity manager and the availability manager on a daily
basis to ensure the service continuity plan remains valid
n Leads a team of IT and customer representatives responsible for the delivery and quality of current services
n Analyzes the organization’s ability to absorb and deploy changes to the environment at a rate consistent with changing business need
n Manages the service level management process
n Ensures
that IT and its customers understand the specific commitments that both parties
have made relative to IT service availability and functionality
n Determines the best implementation that will meet the design of the Application Architect
n Sets software coding and style guides to ensure consistency
n Performs code reviews to ensure consistency to style standards and code quality
n Ensures that thorough component testing is carried out
n Manages assembly testing, whereby one or more components are tested together to ensure interoperability
n Manages
the activities of one or more Programmers to create the application
n Performs
tests in accordance with the test plans created by the test lead
n Creates test data that will allow the thorough testing of hardware, software, and processes
n Verifies that tests meet the functional requirements
n Creates
test scripts to automate testing where possible
n Creates requirements for applications to facilitate interoperability
n Integrates technologies from multiple projects and/or product vendors
n Ensures
interoperability between systems
n Creates test plans to verify that new processes and technologies will meet the business needs set forth in the functional requirements and service level requirements
n Works with the customer to verify functional tests and achieve final sign-off on the implementation
n Manages
the activities of one or more Software Testers
n Performs tests to ensure that users will be able to use a new process or technology
n Minimizes
support costs by ensuring that the system is as intuitive as possible
n Gathers, analyzes, and prioritizes user requirements
n Drives accessibility concepts and requirements into a design
n Improves the quality and usability of a solution in international markets
n Develops documentation for support services
n Develops user help
n Develops user training
n Develops usage scenarios and use cases
n Acts as the user advocate to the project team
n Drives
graphical user interface design
n Develops and manages the release communications plan
n Ensures release issue resolution is communicated in a timely and effective manner
n Evaluates and updates the communications plan to maintain its effectiveness throughout the release process
n Communicates release goals and scope to users
n Communicates
release status, progress, and issues to appropriate groups
n Ensures that service disruptions are properly identified, reported, prioritized, escalated and resolved efficiently
n Drives the efficiency and effectiveness of the incident management process
n Produces management information
n Manages the work of 1st and 2nd line support staff
n Develops and maintains the Incident Management System
n Identifies
major incidents
n Coordinates and manages during major incidents
n Produces and maintains the major incident communication plan
n Facilitates the production and maintenance of the major incident restoration plan
n Facilitates management team reviews
n Produces major incident progress updates
n Participates
in major incident reviews
n Deals with events that impact multiple systems or locations, recurring incidents, deficiencies in the infrastructure, or service disruptions that are the root cause of other service disruptions
n Analyzes the cause of problems
n Resolves problems if possible
n Modifies
single or multiple Configuration Items (CIs) by creating a Request for Change
(RFC) and forwards it to the change management process
n Registers incidents
n Routes requests to support groups when incidents are not closed
n Provides initial support and classification
n Monitors the status and progress towards resolution of all open incidents
n Keeps affected users informed about progress
n Escalates the process if necessary
n Resolves and recovers incidents not assigned to specialist support groups
n Confirms
and closes resolution of incidents
n Ensures service desk staff is properly trained
n Develops and continuously refines support tools, including documentation
n Establish a system to collect, categorize, and track questions and problems
n Tracks
issues until they are resolved
n Handles service requests
n Monitors incident details, including the configuration items affected
n Investigates and diagnoses incidents (including resolution where possible)
n Detects possible problems and notifies Problem Management
n Resolves
and recovers assigned incidents
n Manages a business application to optimize availability and conformance to agreed service levels.
n Monitors application to ensure and demonstrate compliance with service levels
n Repairs application as needed if it falls out of compliance with agreed service levels
n Manages
the efforts of one of more Application Technicians
n Optimizes database tables for efficient searches
n Creates new databases and tables as needed
n Manages database schema
n Copies data to tape or other storage media
n Monitors
database for capacity, availability, and performance
n Creates new directory objects
n Manages database schema
n Monitors data replication to ensures it occurs in a timely fashion
n Copies data to tape or other storage media
n Monitors
directory for capacity, availability, and performance
n Manages the physical facility
n Manages the facilities budget including the payment of utility bills
n Ensures
that the facility:
o is structurally sound
o is in conformance with all workplace regulations
o provides a secure and conducive work environment
o has sufficient reliable power, water, and sewer.
o has janitorial service
n Ensures
that all communications into and out of the company are reliable and efficient
n Manages the acquisition, retiring, and repair of hardware in order to meet business needs
n Manages the creation of the Definitive Hardware Store (DHS)
n Ensures that sufficient hardware spares are on-hand to meet service level requirements
n Creates hardware standards to minimize spare parts requirements
n Manages the acquisition of new hardware
n Manages
the efforts of one or more Hardware Technicians
n Manages the communications and data infrastructure for one or more applications
n Monitors middleware to ensure and demonstrate compliance with service levels
n Manages
the efforts of one of more database administrator and directory administrator
n Monitors and controls production systems
n Enables automated monitoring of system components
n Across multiple shifts, detects management events and raise alerts
n Executes
documented operational procedures for event escalations
n Follows data security procedures
n Adheres to maintenance contracts
n Provides regular feedback on operational performance, both in general and against specific service levels
n Ensures detection of alerts from all infrastructure components
n Reacts
and attempts to solve incidents or ensure that they are transferred for
resolution
n Oversees operation of data networks
n Improves quality of services by ensuring network components achieve contributing service value
n Manages networking staff
n Monitors and controls service levels of network suppliers
n Ensures adequate vendor support is received
n Adheres to maintenance contracts
n Provides regular feedback on network performance, both in general and against specific service levels
n Participates in network planning, design, development, deployment, and modification
n Ensures detection of alerts from the network infrastructure
n Assists in obtaining network resources for test environment
n Resolves network issues identified during component and pilot tests
n Assists in obtaining network resources for service implementation
n Resolves network issues identified during production tests
n Installs, configures, and maintains network components
n Provides technical support for network components
n Adjusts network capacity and performance configurations based on capacity management recommendations
n Participates in various tests (prototype, unit, and pilot tests)
n Participates in production and user acceptance tests
n Upon service activation, delivers ongoing network administration associated with the service
n Assesses impact of release on the live network environment
n Develops upgrade plans to support the release
n Tests and implements network upgrades and changes in coordination with other release team members
n Documents
all changes to the system network
n Manages the acquisition of operating system software and licenses as required
n Determines
the correct mix of operating system brands, versions, and models to meet
service level objectives
n Understands operating system security
n Manages
the efforts of one or more Operating System Technicians
n Drives the efficiency and effectiveness of the operations processes
n Produces management information
n Monitors business-critical services to ensure compliance with agreed service levels
n Develops understanding of end user and company business goals
n Manages
and coordinates the efforts of the Application Manager, Middleware Manager,
Operating System Manager, Hardware Manager, Network Manager, and Facilities
Manager
n Manages the creation and distribution of reports, both print and electronic forms
n Manages hard-copy output and physical paper assets and records
n Manages
the storage, retention, and destruction of paper archives
n Maintains standards and standardization (such as corporate branding, page description language, graphics, multimedia, change control, and output devices)
n Manages output development (such as design of documents, print application development, and print resources)
n Manages production printing and high-volume printing
n Manages distributed printing
n Manages central reprographics
n Manages print on demand (such as digital prepress, color, and Internet printing)
n Manages mailroom (ADF) processing
n Manages output environment management (such as queues, spooler, data stream transforms, and character code translation)
n Provides document management services
n Provides forms management services
n Provides
document finishing services
n Performs backup and restore of critical data
n Monitors disk and other storage media for availability and capacity
n Administers
redundant array of independent disks (RAID) storage, CD-ROM towers, and optical
storage jukeboxes
n Maintains end-to-end responsibility for the storage management process
n Determines backup, restore and data recovery strategies
n Establishes and monitors adequate backup, restore, and recovery procedures
n Ensures backup documentation exists and remains current
n Ensures the storage operators have the right skills and tools to perform backups, restores and recoveries
n Ensures accurate representation of storage resources in the CMDB
n Configures the specific backup and restore events to be monitored
n Configures storage tools and utilities according to service level requirements
n Ensures that storage resources are in good working order
n Coordinates installation and maintenance of system hardware and software
n Provides technical support for storage management systems
n Manages client/server storage management configurations
n Executes routine tasks to ensure smooth running of storage servers and peripherals
n Executes documented administration procedures for service quality assurance
n Executes appropriate storage management security procedures
n Confirms appropriate authorizations for system and data access
n Configures storage resources for test environment
n Adjusts system storage capacities (for example, hardware, file system, software parameters, and so on) based on service plans
n Executes change management work orders related to the storage resources
n Isolates and resolves faults associated with storage resources
n Participates in production testing of storage resources
n Installs patches related to storage management
n Participates in pilot testing of storage resources
n Ensures sufficient data storage space exists for business and utility applications
n Ensures storage management system administration procedures are in place prior to service activation
n Across multiple shifts, detects storage management events and raises alerts
n Making sure that backup results match expectations
n Executing
end-user backup and restoration
n Ensures that the communications infrastructure is in place and in good working order
n Installs and maintains telephones, voice mail, and other communication equipment
n Understands the systems present and the type of vulnerabilities to which they are susceptible
n Ensures
that anti-virus systems are in place and operating correctly
n Ensures
that only authorized users gain access to critical business applications
n Ensures that data is confidential
n Ensures that data is available only to authorized personnel
n Ensures
that database auditing and journaling are in place where appropriate
n Ensures that critical utilities are unadulterated and free from tampering
n Ensures that proprietary information is disposed of in a secure way and rendered inaccessible
n Ensures
that corporate refuse is disposed of in accordance with environmental
regulations
n Ensures that only authorized personnel gain physical access to the building and/or computing assets
n Creates
emergency response plans so that personnel and assets are safe in the event of
a mishap
n Ensures
that hardware computing resources are secure from pilfering and sabotage
n Ensures
that messages are confidential and free from tampering and repudiation
n Ensures
that network communications are secure and free from tampering and/or
eavesdropping
n Ensures
that strong security measures are in place including but not limited to:
o Strong passwords
o Encrypted file systems
o Biometric authentication systems
n Ensures
that all users and/processes default to the least privilege required
n Ensures that only authorized personnel are granted access to critical systems and facilities
n Conducts
background checks on employees to verify identity
n Audits the efforts of the Personnel Security Technician, Anti-Virus Technician, Application Security Technician, Database Security Technician, Messaging Security Technician, Operating System Security Technician, Hardware Security Technician, Network Security Technician, Facilities Security Technician, Egress Security Technician, and Outsourcing Manager for compliance with the standards set by the Security Manager
n Evaluates
risks to the Enterprise as a result of the security audit
n Manages personnel and career development of security staff
n Performs risk analysis
n Tracks incident handling and reporting
n Audits the system for intrusion
n Performs audit tracking and reporting
n Has representative on the Change Advisory Board
n Implements security measures for users
n Develops security processes
n Defines policies for data retention and secure data disposal
n Provides effective network domain security design and management
n Tests and implements strategic security technology
n Monitors and assesses network vulnerability
n Monitors and assesses 3rd party vulnerabilities
n Provides fast, real-time network intrusion response
n Manages authentication and access methods requirements
n Manages user policy usage and requirements (such as a password policy)
n Manages external and physical security requirements (such as access to computer rooms)
n Manages secure messaging requirements
n Provides ongoing technical support and subject matter expertise for security initiatives within the company
n Evaluates proposed releases for proper security
n Identifies security considerations associated with the planned release
n Develops and implements security changes in coordination with other release team members
n Manages
recommendations for system security during all phases of the release process
n Creates and maintains underpinning contracts (UCs) with suppliers
n Defines
roles and responsibilities
n Evaluates partner offerings for applicability to need
n Negotiates and manages costs associated with partnerships.
n Determines which partners will be the primary source of service and which will be the secondary or backup partners
n Manages IT procurement and purchasing functions
n Monitors the performance of provider services
n Works with the partner to optimize performance
n Assesses and minimizes the security risk that a supplier poses
n Audits suppliers for security compliance
n Creates
contingency plans in the event that one or more partners fails to meet
contractual obligations
n Provides account and relationship management to IT vendor and outsource partners
n Defines
the processes and procedures for dealing with partners
n Manages vendor agreements
n Initiates dormant contracts
n Co-coordinates vendor interaction during a contingency situation
n Provides updates to the facility manager during a contingency situation
n Provides
updates on vendor changes, communications, and dormant contract execution to
fail-over manager and facility manager