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Workload Scheduling - Technology Operations

Responsible for the batch workload execution across all computing platforms at Vanguard, overseeing and providing
24 x 7 on-call client support for the production batch cycles.

Standard Responsibilities

Other Projects
  Service Level Commitments
  Vanguard Unmatchable Excellence (Vanguard's Six Sigma)
  Monitors for Batch Processing
  Vanguard Recruiting
  Strengthening the Vanguard - Villanova Relationship

 

Contacts

Joseph_Calarco@Vanguard.com

John_Ferrence@Vanguard.com



Copyright 2004 William J. McEwan

 

Standard Responsibilities

  • Made changes to the productions schedule (using BMC's ControlM) based on documentation provided by job developers in conjunction with clients and their advocates.
  • Provided 24 x 7 on-call client support.
  • Performed all holiday batch processing simulations.
  • Used SQL queries against the ControlM database and various ControlM utilities to better support the clients.

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Service Level Commitments
(click here for the Project Charter)

SLCs or Service Level Commitments represent a formal agreement between Technology Operations and a client area, for the delivery of a critical business function.  Due to the vital nature of these agreements, “shouts” are attached to the related batch jobs that warn a service level commitment may not be upheld. 

 

I developed a series of SQL queries and ControlM utilities that could be run against the ControlM database to monitor the accuracy of the SLC shouts applied to SLC jobs on the mainframe, UNIX and NT. 

 

The monitoring of SLC jobs is one of the most important tasks assigned to the Scheduling group, and up until this point, verifying SLC shouts was a manual process, and was extremely time intensive.

After comparing my results to the SLC agreements contained in an Access database, I was able to produce the following exception reports:

  • SLC references in ControlM, not in the database.
  • SLC references in the database not in ControlM.
  • SLC times in ControlM that differed from the times in the database.
  • SLC references in ControlM that did not follow the standard format.

Due to the major disconnect uncovered in these reports, and in order to comply with an audit requirement, the SLC process was re-examined.

This project is still in the planning stages, check back soon for updates.

 

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Vanguard Unmatchable Excellence (Vanguard's Six Sigma)

Recently Vanguard has implemented a Six Sigma program called “Vanguard Unmatchable Excellence.”  In conjunction with this effort, Vanguard business groups have begun using "dashboards" to aid in the measurement of process variation, voice of client, and other various departmental objectives.  (These dashboards are meant to monitor the overall health of a business group, similar to a dashboard in a car.)   

I created an entirely new dashboard for the Scheduling department with input from Scheduling team.

  • Created all corresponding charts, and designed them in such a way that they are now easy to understand and easy to update.  This will substantially cut back on re-work time in the future.
  • Compiled archived data from various systems from August 2002-present to populate the new charts on the dashboard.
  • Created access database that would catalog all the old information, and output the information to be entered into the charts.
  • Aided in presentation of dashboard to Technology Operations senior staff.
  • Made two rounds of updates to the Scheduling process map, which significantly improved the accuracy of this chart.  Updates were coordinated with Joe Calarco, and the rest of the Scheduling team.
  • Coordinated and helped run a SIPOC for the Workload Scheduling group. 
    • SIPOC stands for Suppliers, Inputs, Process, Outputs, and Clients.  A SIPOC provides a clear understanding of the high-level processes in a department.  It ensures that everyone understands exactly what the team is working on and that all team members are looking at the process in the same way.

Through my experience with the Scheduling group, I was asked by other groups to aid in the development of their dashboards.  These groups included Media Management, Deployment, and Tier II Support Services.


 

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Monitors for Batch Processing

In order to better monitor certain high-visibility Technology Operations objectives, I created a series of charts.  The purpose of these charts is to show developing trends in the data being tracked:

  • Mainframe batch success ratios
  • UNIX / NT batch success ratios
  • Cycle completion times across Vanguard's three business lines

 

  • These charts are designed to automatically update on a daily basis with information from a  database.
  • All data is plotted against data from the past twelve months and against two standard deviation lines
  • The charts are now being used at the Technology Operations daily status review meeting

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Vanguard Recruiting

College recruiting at Vanguard is handled almost entirely by HR.  Recently the “College Champion” (a Vanguard executive) was added to assist in HR’s efforts.  Although HR still coordinates career fair attendance and on-campus interviews, the Champions were asked to understand the school at a much deeper level and strengthen the relationship Vanguard has with their assigned school.

The 2003 IT new-hire class was tasked with adding their perspective to the Vanguard recruiting process and present their findings to Technology Operations Senior Staff.  I acted as team-lead for the duration of the project. 

Our project's aim was to add a third element to this college relationship building effort.  New college hires are often very interested in helping with recruitment, and hold an interesting position in that they know both the Vanguard culture and the culture of their alumni schools. 

Our presentation to Senior Staff included an evaluation of current recruiting efforts as well as specific recommendations for future efforts.

After the presentation, the team broke down into smaller groups to best meet the needs of the various college champions.

Each College Champion was presented with a school specific binder to use as a foundation for further efforts with their school.  This binder contained:

  • Contact information for a network of volunteers willing assist in future efforts by Vanguard to build the relationship with that school.

  • Best practices for Champions that could be applied at all schools.

  • School specific information on how to best build the relationship for the purposes of recruiting.

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The Vanguard - Villanova Relationship

Through my involvement in the above mentioned IT new-hire project, I have been heavily involved in recruiting efforts at Villanova University.  Working with Vanguard executives assigned the task of building the Vanguard-Villanova relationship, I have been involved in many new recruiting initiatives.

  • Email reminders from Villanova's Career Services office sent to applicable students reminding them of upcoming interview signup deadlines
  • Provided guest speakers for Dr. William Wagner's "CRM and Data Analytics" class
  • Partnered with Villanova to offer a class called "Management Essentials."  This class is now part of the required curriculum at Villanova's business school.  The class features five speakers from Vanguard who will each present on five different topics meant to bring real world examples to the classroom material.  Vanguard executives will also review the students' final projects.

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