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IT Strategy Workshop Training: Deeper
IT Strategy Workshop Training: Deeper
IT Strategy Workshop Training: Deeper
Training
deeper
Agenda
The IT Strategy Workshop will help create a prioritized action plan for the client
Description
Workshop Kit
Facilitator’s Guide
Workshop Discussion Guide
Pre-workshop Call Presentation Template
Data Collection Template
Workshop Presentation Template
IT Provider Relationship Scoring Worksheet
Workshop Sample Deliverable
deeper
Strategy
Recognize
Interdependencies
Define or Refine an IT Strategy aligned with Business Strategies and
Tie to Business Initiatives by
Strategy
Architecture
and Design
Standards and
Governance Examining Current & Desired Architectures, Standards and Governance
Implementation
and
Maintenance
Implementing and Maintaining Processes
IT Strategy Workshop
3. Where are you in each area and where are you headed?
1997 Today
CIOs 128 1
IBM IT • IBM’s IT transformation continues: our own IT investments
Transformation over the past 5 years have delivered a cumulative benefit Host data centers 155 7
yield of $4.1B Web hosting
80 5
centers
Network 31 1
Applications 15,000 4,700
What are the outputs? Analysis on strategic alignment between IT and the
business
Roadmaps towards closing high priority infrastructure
gaps
11 © 2008 IBM Corporation
Dynamic Infrastructure
4. Roadmaps
• Create Roadmaps
• Identify initiatives
for each gap
3. Prioritization
• Prioritize gaps
• Select gaps for building
roadmaps
Benefit
as IT Provider of an adequate service at a cost lower than the
Value Commodity competition
Driver
Cost High
as IT Value Driver
Service Support
Solution Deployment
Process Service Delivery
Service Automation
Domains of Capability
IT Storage Resources
Storage
Information Lifecycle Management (ILM)
IT Host Resources
Unix Servers
Compute
X86-based Servers
Midrange Servers
Sample Agenda
For IT Strategy Workshop
1
Client provides IBM
Business Partner team
with pre-workshop
background materials
IBM, IBM Business Partner and IBM Business Partner IBM Business Partner
Explore
Client participants develops report presents report with
discussion
Post
workshop
Assessment
Assessment Readout
1 - 2 Weeks
elapsed time (2 hours) 1 – 2 weeks 2 – 4 hours
Workshop session Detailed roadmap Client roadmap Next
2 Workshop prep 3 4 5 6
and assessment development presentation Steps
review
SA
Summary Assessment : Current vs. High Provider Relationship Model
desired future state assessment of IT capabilities.
Provider researches, Priorities selected
recommends and implements
4 Enabler
technology to enable quantum
M
Key observations and leap in business capability Projects Selected
recommendations for each domain
as IT Value Driver
PL
Provider works with others to Respondents Desired stat
3 Partner develop a service and provide
Customized selected roadmaps: Based resources/skills necessary to
Benefit
support the service
on client priority, showing projects by initiative and
E
interdependencies. Provider of a quality service at
2 Utility
a cost equal to or lower than
the competition
List of candidate project descriptions:
For entries in the roadmap that will incrementally 1 Provider of an adequate service
advance IT capabilities towards the desired future Commodity at a cost lower than the
competition
state.
Cost
High
Strategy Strategy document suggests IT’s intent to align with xClient’s objectives.
Provide failover Recognized need for Strategy in early stages of Undocumented, “best-effort” backup and No overall documented
redundancy and support virtualization and development; not yet recovery capabilities. service management or asset
data access optimization strategy. documented. ___________________________ management strategy.
Security strategy to balance risk versus
Incomplete strategy to Tactical reactive approaches expense. React to exposures as identified
optimally handle growth. substituted for strategy. by audit processes.
Implementation 3 sites with 2-way failover by Some storage virtualization. Power, space and cooling Critical server failover exposure. Non-integrated tools do not
application. All other areas awaiting issues severely compromise ______________________________ cover many service
and Maintenance completion of strategy, DC stability and effectiveness. management areas.
3 sites with 2-way storage failover by
High information growth architecture and design. application. Dependent servers lack failover
rates and indefinite retention Impede ability to deploy and/or or off-site failover capabilities. Opportunity to further exploit
demands contribute to grow strategic applications. installed tools.
facilities issues.
Minimal process related security incidences.
Resource challenges for
failover & stress testing.
Many infrastructure pillars are in early stages of formalizing strategy and architecture. Statistics-gathering processes and
tools that support fact-based decision-making need improvement. Space, power and cooling constraints severely limit ability
to grow or support new strategic applications.
Minimal to no progress Moderate or in-progress Significant progress to completion
19 © 2008 IBM Corporation
Dynamic Infrastructure
M
Finance
Process
Domains of Capability
PL
Key observations and
recommendations for each domain Environment
Network
E
Customized selected roadmaps: Storage
Based on client priority, showing projects by
initiative and interdependencies. Compute
SA
Compute
Storage Resources Storage Resources
-Standardization on xVendor storage is resulting in a large storage - Determine storage migration’s relative importance in light of other IT
migration project. This project is proceeding slowly due to resource projects and allocate additional resources as necessary.
Summary Assessment : Current vs. desired constraints.
-No storage virtualization in use
- Investigate the use of storage virtualization as an optimizing enabler
for enterprise shared storage model
future state assessment of IT capabilities. - Implement a tiered storage architecture across the enterprise using
M
appropriately defined technologies at each tier, i.e., SAN, NAS,
Virtual Tape, etc.
- Implement an Information Lifecycle Management architecture to
optimize existing storage usage and decrease storage costs.
Key observations and
PL
ILM
-xClient IT provides and supports ILM only for selected customers and ILM
recommendations for each domain otherwise has no overall ILM strategy . - Leverage techniques and skills gained from individual accounts’
ILM implementations across all of xClient.
-Rather than customers selecting data tiers from a standard set of
definitions with minimal customization, each ILM contract customer - Continue data tiering analysis.
defines data tiers unique for their organization. - Investigate appropriate tools and architectures to support ILM
-Current work underway to examine like groups of contract terms for standards, policies and processes across all of xClient.
Customized selected roadmaps: Based
E
defining common cross-organization data tiers. - Establish governance processes to ensure adherence to ILM
standards policies and processes.
on client priority, showing projects by initiative and
interdependencies. Networking
-Project underway to migrate xClient network infrastructure to existing Networking
xClient's Internal IT network - Complete migration to xClient's Internal IT network
- Assess xClient's Internal IT network security architecture and
List of candidate project descriptions: implementations to ensure xClient customers’ network security
requirements can be met.
For entries in the roadmap that will incrementally
advance IT capabilities towards the desired future
state.
Louise Hemond-Wilson
deeper
2. CALL WITH THE IBM OR IBM BUSINESS PARTNER SPONSOR: Upon the
customer committing to an IT Strategy Workshop and being assigned as a
deliver resource team, schedule a quick 15-30 minute call with the IBM or IBM
Business Partner sponsor. This discussion does not have a set of .ppt slides.
During this call the delivery team will review with the IBM or IBM Business
Partner Sponsor:
- General workshop process.
- The sales team’s role to attend but primarily listen at the workshop. Explain the
importance of the workshop delivery team helping the sales team most by distancing
themselves from the direct selling efforts as that would undermine credibility of the
workshop delivery team and weaken the respect afforded to their recommendations.
- Explain the sales team’s role in the follow-up process and the documents they should
expect to receive from you following the workshop (.PDF of the project and final reports).
- Set expectations for any pre-workshop meeting with the account team and workshop
delivery team either the evening before the workshop or the morning of the workshop.
- Probe the sponsor for additional background information regarding the client.
- Answer any questions the sponsor may have about the workshop.
- Ask the IBM or IBM Business Partner sponsor to arrange a 30-60 minute pre-workshop
conference call with the client sponsoring executive. The IBM or IBM Business Partner
sponsor should participate in the call as well.
3. PRE-WORKSHOP CALL WITH THE CLIENT: This call has a .ppt file. The template for this
call is contained in the workshop kit. After modifying the .ppt for the specific client, generate
a .pdf file and send to the client sponsoring executive and IBM or IBM Business Partner
sponsor prior to the call. During this call you will:
- Review the workshop flow.
- Discuss logistics.
- Discuss key participants and their roles including informing the client of the account team’s role to
primarily listen.
- Discuss the supplied parameters and pre-workshop data collection document that the client needs to
provide to the delivery team at least 1 week prior to the workshop.
4. PREPARE THE WORKSHOP MATERIALS:
- After receiving the pre-workshop information from the client customize the workshop .ppt and preload
the workshop tool with their information and initiative selections.
- Setup the CUPE file.
5. PRE-WORKSHOP TEAM MEETING: Typically the workshop delivery team and the account
team meet either the night before the workshop or the morning before the workshop. This
meeting allows the following:
- Another review for the account team of the workshop day agenda and expected flow.
- Reminder to the account team of their role to attend but primarily listen as well as to follow up.
- The delivery team ensures that multiple people have copies of the workshop materials (workshop tool
with client information, workshop .ppt and CUPE .xls) and determines who will lead which part of the
workshop, who will complete the CUPE, who takes notes, etc…
6. WORKSHOP: At the conclusion of the workshop query the client for potential
dates for the final presentation. Schedule that now if possible or as soon after
the workshop as possible.
7. IMMEDIATELY POST-WORKSHOP: Immediately following the workshop or the
next day, the workshop delivery team assembles in-person to complete key parts
of the analysis and observations. Typically this is the scorecard, the CUPE
graph, the Observations and Recommendations at a minimum. Someone should
be assigned as owning creating the following parts of the deliverable:
- The Final presentation .ppt
- The roadmaps (to be incorporated into the Final .ppt)
- The project descriptions .ppt. This is typically delivered to the client as a separate
document since it is often quite large.
8. POST-WORKSHOP: Typically the delivery team uses Sametime Screen Sharing
or NetMeeting to work collaboratively on creating the Final .ppt. The team
member who owns creation of the Final presentation should schedule time for
the team to work together. This is best done as quickly as possible after a
workshop. However, due to calendar coordination for the client, presentation of
the final deliverable might not occur for weeks or even a month.
deeper
Agenda
IT Strategy Workshop Technique – overview
Next Steps
Strategy
Recognize
Interdependencies
Define or Refine an IT Strategy aligned with Business Strategies and
Tie to Business Initiatives by
Strategy
Architecture
and Design
Standards and
Governance Examining Current & Desired Architectures, Standards and Governance
Implementation
and
Maintenance
Implementing and Maintaining Processes
4. Roadmaps
• Create Roadmaps
• Identify initiatives
for each gap
3. Prioritization
• Prioritize gaps
• Select gaps for building
roadmaps
Provider researches,
recommends and implements
Enabler technology to enable quantum
leap in business capability
Cost High
as IT Value Driver
Service Support
Solution Deployment
Process Service Delivery
Service Automation
Domains of Capability
IT Storage Resources
Storage
Information Lifecycle Management (ILM)
IT Host Resources
Unix Servers
Compute
X86-based Servers
Midrange Servers
Scope of Services
Finance
Domains of Capability
Process
Environment
Network
Storage
Compute
Identify required
Assess current state Determine future state Develop roadmaps
capabilities and initiatives
Agenda
Participants
Next Steps
1
Client provides IBM
Business Partner team
with pre-workshop
background materials
IBM, IBM Business Partner and IBM Business Partner IBM Business Partner
Explore
Client participants develops report presents report with
discussion
Post
workshop
Assessment
Assessment Readout
1 - 2 Weeks
elapsed time (2 hours) 1 – 2 weeks 2 – 4 hours
Workshop session Detailed roadmap Client roadmap Next
2 Workshop prep 3 4 5 6
and assessment development presentation Steps
review
Workshop Topic
Break
Lunch
Prioritize initiatives
SA
Summary Assessment : Current vs. High Provider Relationship Model
desired future state assessment of IT capabilities.
Provider researches, Priorities selected
recommends and implements
4 Enabler
technology to enable quantum
M
Key observations and leap in business capability Projects Selected
recommendations for each domain
as IT Value Driver
PL
Provider works with others to Respondents Desired stat
3 Partner develop a service and provide
Customized selected roadmaps: Based resources/skills necessary to
Benefit
support the service
on client priority, showing projects by initiative and
E
interdependencies. Provider of a quality service at
2 Utility
a cost equal to or lower than
the competition
List of candidate project descriptions:
For entries in the roadmap that will incrementally 1 Provider of an adequate service
advance IT capabilities towards the desired future Commodity at a cost lower than the
competition
state.
Cost
High
SA
initiatives align with what the business needs
from IT? xClient’ Business/IT Goals & Initiatives
M
Summary Assessment : Current vs. Finance
desired future state assessment of IT
Process
Domains of Capability
capabilities.
Network
PL
E
Storage
Compute
Customized selected roadmaps: Discrete Partial Enterprise Defined Open Value
Based on client priority, showing projects by Integration Integration Value Net Net
initiative and interdependencies. Scope of services
Identify required
Assess current state Determine future state Develop roadmaps
capabilities and initiatives
List of candidate project
descriptions: For entries in the roadmap
that will incrementally advance IT capabilities
towards the desired future state.
SA
Storage Resources Storage Resources
-Standardization on xVendor storage is resulting in a large storage - Determine storage migration’s relative importance in light of other IT
Summary Assessment : Current vs. desired migration project. This project is proceeding slowly due to resource
constraints.
projects and allocate additional resources as necessary.
- Investigate the use of storage virtualization as an optimizing enabler
future state assessment of IT capabilities. -No storage virtualization in use for enterprise shared storage model
- Implement a tiered storage architecture across the enterprise using
appropriately defined technologies at each tier, i.e., SAN, NAS,
Virtual Tape, etc.
M
- Implement an Information Lifecycle Management architecture to
Key observations and optimize existing storage usage and decrease storage costs.
ILM
recommendations for each domain ILM
PL
-xClient IT provides and supports ILM only for selected customers and
otherwise has no overall ILM strategy . - Leverage techniques and skills gained from individual accounts’
-Rather than customers selecting data tiers from a standard set of ILM implementations across all of xClient.
definitions with minimal customization, each ILM contract customer - Continue data tiering analysis.
defines data tiers unique for their organization.
Customized selected roadmaps: Based -Current work underway to examine like groups of contract terms for
- Investigate appropriate tools and architectures to support ILM
standards, policies and processes across all of xClient.
defining common cross-organization data tiers.
on client priority, showing projects by initiative and - Establish governance processes to ensure adherence to ILM
E
standards policies and processes.
interdependencies.
Networking
-Project underway to migrate xClient network infrastructure to existing Networking
xClient's Internal IT network - Complete migration to xClient's Internal IT network
List of candidate project descriptions: - Assess xClient's Internal IT network security architecture and
implementations to ensure xClient customers’ network security
For entries in the roadmap that will incrementally requirements can be met.
Agenda
Participants
Next Steps
xClient’s Objectives:
Up
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te
ob
jec
tiv
es
.
Do
Define the timeframe for the assessment cu
metimeline
example: A 3, 4 or 5 year time span or adoption
nt
wo
Define the scope: rks
h
The workshop scope was focused on the following areas of the business/IT:
op
pa
Partners were defined as:
ram
ete
rs.
Se
lec
Simplify to reduce costs
Reduce IT Acquisition Cost
t ini
Establish a pro-active energy
efficiency strategy
Improve efficiency to reduce IT costs t iat
Increase IT Flexibility
React to data center facility ive
Measure IT value to the business
constraints s.
Ensure regulatory compliance
Improve IT Reliability Develop New Services
Improve quality of service Support Emerging Markets
Increase Customer Loyalty Improve Market Responsiveness
Prior to the workshop, please complete the two-paged pre-workshop data collection questionnaire in
the appendix to help us gain a current viewpoint of your environment. The document requests
information on:
- Prioritized business / IT goals and initiatives
- Count of servers, networks and Data Centers
- Key Applications
- Key DBs
- Key systems management tools
- SLAs
- Current IT Optimization techniques and products
- Major Data Center projects
Are there any other materials that would benefit the workshop team for review prior to the
workshop?
53 © 2008 IBM Corporation
Dynamic Infrastructure
Agenda
Participants
Next Steps
Next Steps
3
Perform the IT Strategy Workshop
Together!
4
Projected Timeframe Within how many years do you want to see changes?
Prioritized Business / Please select 5 initiatives from the list below that most represent your top Business / IT Goals and Initiatives
IT Goals and Initiatives
_____ Simplify to reduce costs
_____ Reduce IT Acquisition Cost
_____ Improve efficiency to reduce IT costs
_____ React to data center facility constraints
_____ Improve IT Reliability
_____ Improve quality of service
_____ Increase Customer Loyalty
_____ Establish a pro-active energy efficiency strategy
_____ Increase IT Flexibility
_____ Measure IT value to the business
_____ Ensure regulatory compliance
_____ Develop New Services
_____ Support Emerging Markets
_____ Improve Market Responsiveness
Data Center Strategy Are you planning any major data center
consolidation, construction or renovation
projects?
Do you have space, power, cooling or airflow
constraints?
Workshop Participants
and Titles
deeper
Workshop Topic
Break
Lunch
Prioritize initiatives
Workshop Participants
Introductions
Workshop Topic
Break
Lunch
Prioritize initiatives
What are the key objectives for the IT department at xClient over the
next few years?
What are the drivers behind those objectives?
What major IT projects are planned?
Workshop Topic
Break
Lunch
Prioritize initiatives
Strategy
Recognize
Interdependencies
Define or Refine an IT Strategy aligned with Business Strategies and
Tie to Business Initiatives by
Strategy
Architecture
and Design
Standards and
Governance Examining Current & Desired Architectures, Standards and Governance
Implementation
and
Maintenance
Implementing and Maintaining Processes
4. Roadmaps
• Create Roadmaps
• Identify initiatives
for each gap
3. Prioritization
• Prioritize gaps
• Select gaps for building
roadmaps
Provider researches,
recommends and implements
Enabler technology to enable quantum
leap in business capability
Cost High
as IT Value Driver
Service Support
Solution Deployment
Process Service Delivery
Service Automation
Domains of Capability
IT Storage Resources
Storage
Information Lifecycle Management (ILM)
IT Host Resources
Unix Servers
Compute
X86-based Servers
Midrange Servers
Scope of Services
Workshop Topic
Break
Lunch
Prioritize initiatives
How would you describe the relationship between the business units and
IT?
How does the business request services from IT?
How important is the cost of a project vs the need to develop a solution
that provides leading capability in your industry?
Provider researches,
recommends and implements
Enabler technology to enable quantum
leap in business capability
Cost High
as IT Value Driver
a) As an expense center
b) As a service center
c) As a profit contributor
b) Risk averse
a) Are standard, basic IT services that will “keep the lights on”, with nothing
unique
b) Is aware of their competitors use technology, but does not react based
on that knowledge
The score indicates the nature of the business / IT relationship, and the
importance of cost vs business benefit in the IT purchasing process
The score will be shared with xClient after it has been calculated.
Commodity Profile
Utility Profile
Partner Profile
Enabler Profile
Workshop Topic
Break
Lunch
Prioritize initiatives
Workshop Topic
Break
Lunch
Prioritize initiatives
Questions
Discussions
What happens next?
Thank-you!
deeper
Agenda
Strategy
Recognize
Interdependencies
Define or Refine an IT Strategy aligned with Business Strategies and
Tie to Business Initiatives by
Strategy
Architecture
and Design
Standards and
Governance Examining Current & Desired Architectures, Standards and Governance
Implementation
and
Maintenance
Implementing and Maintaining Processes
4. Roadmaps
• Create Roadmaps
• Identify initiatives
for each gap
3. Prioritization
• Prioritize gaps
• Select gaps for building
roadmaps
Service Support
Solution Deployment
Process Service Delivery
Service Automation
Domains of Capability
IT Storage Resources
Storage
Information Lifecycle Management (ILM)
IT Host Resources
Unix Servers
Compute
X86-based Servers
Midrange Servers
Scope of Services
IT Strategy Workshop
Agenda
The IT Strategy Workshop team consisted of xClient and IBM Business Partner
participants. The IT Strategy Workshop was conducted on MM-DD-YY in
<location>. The participants were as follows:
The scope of the assessment was the enterprise-wide IT environment, but focused on
the Data Centers at xClient and DC2.
The period of planning was 2 years
DRAWING REMOVED
Agenda
This client’s score of 2.7 indicates the current state IT provider relationship approaching
“Partner”. Therefore there would be certain behaviors expected.
Total Total Total Total Total Av.
Person 1 Person 2 Person 3 Person 4 A B C D Ans Score
Q1 d b d b 0 2 0 2 4 3.0
Q2 c d b b 0 2 1 1 4 2.8
Q3 b c b b 0 3 1 0 4 2.3
Q4 c b b b 0 3 1 0 4 2.3
Q5 b d d c 0 1 1 2 4 3.3
Q6 b c b b 0 3 1 0 4 2.3
Q7 c c c c 0 0 4 0 4 3.0
Q8 c b c b 0 2 2 0 4 2.5
Q9 d c c b 0 1 2 1 4 3.0
Q10 d c a c 1 0 2 1 4 2.8
Benefit
as IT
Value 1 Commodity Provider of an adequate service at a cost lower than the
competition
Driver
Cost High
as IT Value Driver
18% 3%
Person 1 Person 2
Person 3 Person 4
Benefit
as IT
Value 1 Commodity Provider of an adequate service at a cost lower than the
competition
Driver
Cost High
as IT Value Driver
12 © 2008 IBM Corporation
2
Dynamic Infrastructure
Finance
Process
Environment
Network
Storage
Compute
Dynamic
Partial Enterprise Partner
Discrete Partner
Integration Integration Collaboration
Collaboration
Scope of services
Identify required
Assess current state Determine future state Develop roadmaps
capabilities and initiatives
0.5
Target Current
The selected gaps which the client desired Roadmaps towards closing heavily supported Utility-oriented
initiatives
Two of the gaps support the one “Partner” initiative with a somewhat weak connection
Selected Roadmap
CUPE Score: 2.0
Benefit
as IT
Value 1 Commodity Provider of an adequate service at a cost lower than the
competition
Driver
Cost High
as IT Value Driver
12 © 2008 IBM Corporation
7
Dynamic Infrastructure
Strategy
Recognize
Interdependencies
Define or Refine an IT Strategy aligned with Business Strategies and
Tie to Business Initiatives by
Strategy
Architecture
and Design
Standards and
Governance Examining Current & Desired Architectures, Standards and Governance
Implementation
and
Maintenance
Implementing and Maintaining Processes
Service Management
Information Virtualization and Facilities and Data Business Resilience and
and Asset
Infrastructure Optimization Center Security
Management
Strategy Dynamic Infrastructure (Comprehensive Strategy tied to Business Initiatives)
React to pains and new market opportunities primarily driven by current market conditions
No strategy Strong Attention Strong Attention Moderate Attention Very Weak Attention
Architecture and <key application> as Finance / Supply Chain Corporate Standard
Execution Phases
Agenda
Observation Recommendations
Business/IT Alignment
CUPE indicators of strategy do not align with prioritized projects Decide whether to adjust projects to align with strategy (ie include
<key application> as top initiative is primarily focused on automating projects focused on measuring IT value) or re-set IT initiatives to
internal administrative functions which indicates a “Commodity” profile. align with projects.
Selected projects are very hardware focused. The roadmaps developed by the IT Strategy Workshop are
Selected focus characteristics did not include some of the projects focused on the Infrastructure areas that are related to the IT
projects that are currently being planned. xClient should review
which had higher priority than effort.
the planned projects to ensure that they are sufficiently holistic,
Towards becoming an Dynamic Infrastructure, some pillars of IT
and embrace all areas of the IT environment.
infrastructure and Data Center services were ignored or weakly
addressed.
Intel Servers
While there are plans to do physical consolidation and virtualization for Undertake an IT Optimization study for Intel servers and storage
the Intel servers and storage, it is not clear what plans exist to optimize to identify opportunities of data and application consolidation
the platform through application or image consolidation, or data Review the Intel platform applications to determine what DR
management plans maybe required
There are no DR plans for the Intel platform applications
Service Management
There is little understanding of IT service management and its capabilities. Become educated on IT Service Management frameworks to
Initiatives related to improving service management and the IT service understand where they may be applicable in xClient environment.
relationship (moving towards achieving a Partner provider level) were Establish a program to implement a Service Management
prioritized low and then de-selected during the workshop. framework
There are Service Desk, Change and Release Management, and Service
Level objectives for <key application>.
However, there is no Service Desk, or other formalized Service
Management processes for non-<key application> IT services.
There is no interface or relationship between event management and the
Service Desk or Incident management.
Development of a Service Management framework is essential for
achieving a Partner provider relationship
Service Automation
While there is a desire to move to virtualization and service automation in Obtain education on the virtualization technologies for iSeries and
servers and storage for both iSeries and Intel, there is insufficient Intel servers and storage, including VMWare, VMotion, PowerVM
knowledge of the capabilities of the relevant technologies, and how these and SAN technologies, and develop an appropriate strategy.
technologies can be exploited.
Observation Recommendations
Security & Compliance Management
xClient is a significant enterprise in <country>, and therefore may Responsibility for overall IT security should be centralized,
become the target of security attacks, either from external parties, with responsibilities for enterprise IT security policies,
or past or present employees. intrusion detection and reporting, and IT security incident
There are multiple security policies for different platforms. management.
There are multiple signons, but there is a plan to use <key The IT security team should operate in collaboration with the
application> portal for single signon. physical security team.
There is no centralized recording or management of security Processes and tools for single signon should continue to be
incidents. implemented. However, standardized processes related to
It is unclear whether there are standard processes for adding an employees joining or changing roles, and employees leaving
the enterprise must also be developed.
employee to the required systems when they join, or removing an
employee when they leave. This is an essential factor in ensuring
productivity of new employees, and removing security exposures
when an employee leaves.
Agenda
Midrange Servers
Site and Facilities
x86-based Servers
IT Storage Resources
Roadmap Example
Facility Cooling, Energy Management and Reporting, and Physical Security
Agenda
Conclusion
xClient aspires to have a Partner IT provider relationship with the business. xClient has done
many things toward achieving this but the initiatives are primarily hardware focused at this
time
- In order to move towards a Partner IT provider relationship, it is critical that initiatives are undertaken to
measure the quality of IT services to the business, and apply best practice IT process frameworks.
Therefore we strongly recommend that xClient undertake a program to implement IT service
Management and the ITIL framework.
In the IT Strategy Workshop, a high-level, comprehensive assessment of the data center
environment was undertaken. It is recommended that a more detailed strategy, plan and
architecture must be developed in the following areas:
- IT Continuity, including a strategy to address known issues with the current 2 Data Center locations,
and the lack of Disaster Recovery for the non-<key application> applications.
- Security: There is a need to develop a consistent, enterprise standard for security that is managed by
a centralized function, and is automated and enforced
- Mid-Range Servers: The strategy and architecture for workload sharing and DR on the iSeries must
be formalized
- Intel Servers: While there is a plan to do physical consolidation of servers & storage in the 2 DCs (50
servers), there are no plans to address the servers & storage in the non-DC locations (due to
limitations in the network) and no plans for Disaster Recovery.
- Storage: There is no clear plan for storage virtualization covering both Intel and iSeries, and inclusive
of DR requirements
Agenda
Agenda
The profile survey indicates the overall attitude towards the IT function within an
organization. It is meant to illustrate general characteristics of IT within a company.
No profile is “Right” or “Wrong” – it is simply a view of how IT is perceived within the
organization. The profile provides a useful view of the decision framework for IT
architectural decisions within the organization. For example:
- A Commodity profile IT provider is unlikely to consider solutions that are considered leading
edge, or require an enterprise wide investment and standardization
- A Partner or Enabler profile IT provider will be looking for solutions that provide the business
with flexible, innovative IT solutions, and is more likely to consider leading edge technologies
Therefore, any IT architectural recommendations should be made in the light of this
organizational view of IT.
However, a company will rarely display of the characteristics across all of the IT
services. When reviewing a larger enterprise, care must be taken to define the scope
of the review. For example, if the scope of the engagement is a single department, its
profile could well be that of a ‘Commodity'. However, the profile of the entire enterprise
could be Partner or even Enabler.
Commodity Profile
Utility Profile
Within an enterprise viewing IT as a utility, cost is still a major factor, but there is a
recognition of, and concern for customer satisfaction. There will be more of a
customer focus, especially in key areas such as Help Desk, and there will be
consideration of customer requirements in the selection of IT projects, but cost
remains a larger issue.
In this enterprise the business units are beginning to see the value of IT services. If
the IT organization has not responded adequately, the business units could begin
to develop IT services on their own. This would is not desirable, but could naturally
evolve as a response to the tension between cost control and end user
satisfaction. Therefore, such an enterprise could have pockets of IT that may or
may not be recognized as 'official' IT service providers.
Within the Utility there maybe generalized customer satisfaction surveys, which
may or may not be customized by end user groups.
The head of IT will probably have an elevated position and importance within the
organization compared to a Commodity organization.
Partner Profile
In the Partner Profile, IT receives greater recognition within the enterprise. The leader of IT
will be at a peer level with the business units, although he / she may not have the same
political stature.
There will often be discrete IT organizations within the business units, each one focused on
development and support of IT solutions specific to the business unit. This is done to get
them closer to the customers, their requirements, and priorities. The price for this, however,
is less direct control and lower economies of scale.
In order to be effective, the enterprise wide IT organization must retain some control, and
does so through technical standards provided within the IT architecture, as well as standards
and policies. The focus of the enterprise wide IT organization is the effective and efficient use
of technology throughout the enterprise, but with a clear vision / mission to support the
business units in achieving business objectives. Cost is still a consideration, but the focus is
not on the cost, but the business benefit derived from an investment in IT.
There will not normally be tension between the enterprise wide IT organizations and the
business unit IT organization. Each understands its roles and responsibilities, and acts
accordingly. There maybe many 'IT Councils' comprised of enterprise wide IT and business
unit IT members making key decisions. Business unit executives also participate in key IT
decisions and strategies, each bringing the perspective of their organizations to the table.
Customer satisfaction is a critical component of IT measurements, but IT surveys may be
incorporated into overall customer satisfaction surveys, rather than IT dedicated.
Enabler Profile
IT has been elevated from a participant to a leader within the enterprise. IT initiatives are
critical elements of the business strategy, and are looked at as key differentiators supplying a
competitive advantage.
IT has equal prominence with other units in contributing to achieving the business objectives.
The CIO is a senior executive within the enterprise, wielding significant influence and control.
The President and/or CEO is quite often a technologist, as well.
Power is less about how many people one manages, but more about the influence one has on
the business strategy, and the contribution one makes to achieving that strategy. The actual
people involved in the delivery of IT services may be scattered throughout the enterprise - in
this organization, reporting structure is almost irrelevant.
Because IT is central to the business strategy, the use of IT must be controlled in order to
reduce risk. However, control is achieved through the use of standardized processes. Those
who work on a process understand the significance to the enterprise of effectively adhering to
the processes, as well as understanding their role and authority in deviating from that process
should the business situation warrant.
Cost, remains a consideration, but here IT initiatives are included as part of an overall
business initiative. The question is not whether to invest in IT, but rather to invest in a
particular business opportunity - the IT component is incorporated into that decision. IT costs
are tracked, but for the purpose of evaluating the success of the overall business initiative.