IT Investment and Governance Case Study

You have been hired as a management consultant to help a banking and financial services company develop IT planning and governance processes using the information presented in the case and the course materials.

In your report, you will recommend (1) an IT governance structure and (2) an annual IT planning process.

Present your recommendations in the form of a brief report.

Report sections - USE THESE HEADINGS: Introduction Background Summarize the specific problems in the case. Based on the current situation, explain where the organization falls on the Business-IT Maturity Model (Figure 8.1). IT Support Given your recommendations below, briefly summarize the support and activities that the IT organization should provide (e.g., Figure 8.2 as a guide, only those that are appropriate for this case). IT Planning Process Recommend an annual IT planning process that provides transparency and accountability for all types of IT spending and that creates a strategically aligned development portfolio. Include the use of IT business cases as part of the process and recommend required components of business cases. IT Governance Recommend governance structure/processes for IT spending and benefits delivery at all levels. Include a method for project categorization and prioritization. Conclusion Explain the value of implementing your recommendations in terms of where it will put the organization on the Business-IT Maturity Model