OBJECTIVE
Our client, Los Angeles County (County), Department of Public Works (DPW) Information Technology Division – Operations and Infrastructure (ITDOI) Division seeks to obtain the services one (1) Consultant at the level of a Cherwell Subject Matter Expert to provide systems analysis and development of asset management functionality. The Consultant shall assist ITDOI staff with developing and configuring an Enterprise-wide Information Technology Asset Management (ITAM) system.
BACKGROUND
DPW needs to evolve the current asset inventory systems to a more mature asset lifecycle process that will enable a better overview of the location, status, and availability of all IT assets. The new ITAM system will be built upon DPW’s existing Cherwell Information Technology Service Management platform. The ITAM will refine processes, automate workflow, manage DPW’s IT assets and support their operation as related to contracts, maintenance, warranty, costs, and other County Fiscal and procurement guidelines.
Upon completion, the system will be used to fulfill the need for an Enterprise-wide ITAM, including a substantial nexus to current board policies regarding the management of Information Technology assets.
SCOPE OF WORK
The Consultant shall identify Asset Management workflow, build a centralized asset management framework and model, integrate the major existing disparate asset management systems that track and maintain records of IT equipment, software and mobile device inventory lifecycle. The Consultant shall develop automation processes for enhanced asset tracking. ITDOI staff will work closely with the Consultant to prioritize and take necessary action to address service requests and fulfill previously vetted opportunities for improvement. The Consultant shall develop using an Agile development methodology, including, but not limited to, stand-ups, scrums, and retrospectives.
The Consultant shall be highly experienced in developing within the Cherwell platform due to the complexities of DPW-ITDOI’s environment and numerous integrations with other production Cherwell modules such as Incident, Problem, Service Request, Change, Configuration Management Data Base, and the Enterprise Self-Service Portal. The Consultant shall work with ITDOI Project Manager(s), various departmental property management staff, and IT stafff.
DESCRIPTION OF WORK/ DUTIES
The Consultant shall perform all of the following duties:
Project Management Plan Documentation and Schedule
Provide full level of service needed to manage the project and partner with the ITDOI to provide project leadership across all project process areas using Cherwell best practices, experience, and templates.
Project Kickoff Presentation
With the PW Project Manager, schedule a project kickoff with the stakeholders to discuss objective, introduce the project team, execution plan and schedule.
CSM Upgrade and Setup
Upgrade and configuration of three (3) instances of Cherwell IT Asset Management (CSM) to CSM 10.0: Test, Development, and Production:
Confirm and validate Microsoft Structured Query Language (SQL) Server database environment.
Confirm and validate Cherwell Server environment.
Validate core setup post upgrade:
Cherwell platform.
Email configuration.
Active Directory/LDAP configuration.
Supporting operations system and hardware, sw and access.
Security Model
Design Workshop
Review Out-of-the-Box (OOTB) Security functionality – identify additional requirements.
Review OOTB approach and alignment for DPW groups/profiles/settings required.
Determine design to be used in Cherwell.
IT Asset Management System
Design Workshop
Gather all requirements from major existing disparate asset management systems to import attributes to all asset objects on a scheduled import.
Framework & Configuration
Develop new attributes and processes to capture all IT assets for a full scope of IT assets.
Develop new CI objects where necessary to fulfill any new requirements.
Develop new CI relationships to fulfill any new requirements gathered.
Develop new automation to fulfill any new requirements gathered.
Setup new schedule imports.
Dashboards and Reports
Develop reports and dashboards for IT assets.
User Acceptance Testing and Fixes (UAT&F)
Specific Forms
Configuration
Implement Specific Forms in support of ITAM using configuration changes per the Solution Design Document.
Data Integration and Migration Activities
In-Scope integrations and/or migrations
Denodo – DPW’s off the shelf Data Virtualization platform
Design Workshop
Review ITDOI staff’s documented specifications for each integration
Determine design to be used in Cherwell
Configuration
Denodo will provide access to the data in ITDOI in-house Asset Management Systems (External Data Connection, One-way)
UAT and Fixes (UAT&F)
Solutions Design Document (SDD)
Training
Discuss and prepare the approach and training materials on the use of the as-configured system.
Conduct up to two (2) half-day train-the-trainer sessions for the ITDOI staff. Technicians or Administrators to train end-users on the use of the as-configured system.
Custom Documentation
Provide standardized Cherwell User Guide as enablement Material for staff.
Generate Configuration Schema of the post-configured system.
Configuration Schema for as-configured CSM system.
Product Turnover and Go-Live Support
Go-live planning and early life support following system go-live.
MINIMUM QUALIFICATIONS
The Consultant must meet all of the following minimum qualifications:
Three (3) years of experience within the last five (5) years as a Cherwell Developer.
Completed at least two (2) engagements within the last three (3) years, developing and deploying, or configuring an IT Asset Management solution within the Cherwell Service Management platform (v9.2.1 and above). Experience must include all the following criteria:
Developed and modified Cherwell IT Asset Management objects which includes the design of the system to ensure compliance with an organizations policy for IT assets.
Identified data requirements, integrated, and uploaded configuration data into an IT Asset Management Solution.
Integrated and uploaded configuration data into an IT Asset Management Solution.
Built integrations to outside systems for data transfer and update, including to a major existing disparate asset management system through an off-the-shelf data visualizing platform.
Developed Cherwell Management System dashboards and reports.
Developed, deployed, or customized and configured enterprise solutions that involved multiple related Major Objects within the Cherwell IT Asset Management platform.