(EDE),3 and OIS-wide architectural and life-cycle guidelines,4 among others. The approach described here combines and generalizes activities already underway in OIS and provides a meta-methodology to guide future efforts toward modernization and transformation. The proposed meta-methodology should be viewed as augmenting CMS’s alreadyexisting plans for modernization with a larger context and confirming some of the actions and principles of which the committee was made aware by the CMS Office of Information Services during the course of this study (see Appendix B for a list of committee meetings and briefers).

The methodology has two goals: first, it provides these components with a context that includes the full scope of CMS; second, and more importantly, it links the information technology (IT) components with the corresponding elements at the business level to create a context within which the relevant multidisciplinary teams can collaboratively plan and execute the CMS-wide modernization or transformation of all CMS systems. Thus, a specific contribution of this proposed method is the combination of an ecosystems perspective in concert with clearly articulated interactions and interrelationships between the business side and information technology.

The meta-methodology described here is a generalization (and perhaps, formalization) of that described by OIS itself. In its 18-month plan for enterprise and shared services,5 CMS lays out the need to formalize and define services that can be shared across its various businesses, suggesting a useful list of such services, including master data management, portals, and identity management. The plan also suggests a governance model that spans the business and information technology organizations. The committee applauds this direction in CMS, and nothing here is meant to contradict the intent of this plan.

The meta-methodology that the committee proposes is necessarily abstract. A specific method—that is, one specific to CMS systems— requires an extremely detailed understanding of those systems. The committee had neither the resources nor the charter to acquire that depth of understanding of CMS systems. Detailed knowledge of CMS systems is only a part of the picture, however. As the outline of the meta-methodology below reveals, an end-to-end plan requires a comprehensive knowledge not just of the CMS systems but also of the business and information


3 CMS, 2010, Modernizing CMS Computer and Data Systems to Support Improvements in Care Delivery, Version 1, IT Modernization Program, December 23, available at http://www.cms.gov/InfoTechGenInfo/downloads/CMSSection10330Plan.pdf, last accessed July 27, 2011.

4 See CMS, 2011, Technical Reference Architecture (TRA) Standards, available at http://www.cms.gov/SystemLifecycleFramework/TRAS/list.asp, last accessed July 27, 2011.

5 CMS, 2011, CMS 18-Month Plan for Enterprise & Shared Services, Baltimore, Md.: CMS, July 7.

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