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IT Service Transformations
                                                                                                                              20th July 2011




                                                               The smart choice for IT services and support of systems that cannot afford to fail!


Copyright © TCM Solutions Limited 2011. All Rights Reserved.
Today’s Share – what’s in a word?

 Transformation
   •   Updates to hardware/software
   •   Technology – steps and leaps
   •   Upgrades to hardware/software
   •   Data centre relocation
   •   New technology


             Make IT Better, Faster, Cheaper
Ingredients to Transformation Success
 • Team
   • Business, IT, PMO, Operations all play important roles
   • Clear roles and responsibilities are crucial – ‘The Buck’ stops
     where?
   • Right skillset at the right time
 • Culture
   • Change Leadership and Management is way of life
   • Focus on continuous ROI improvement
   • Goals and objectives clear
 • Processes
   • Repeatable Methodology
   • Communications and reporting
   • Measures/Outputs clear and unambiguous
Transformation Methodology and Framework
  A documented and phased methodology
  Planning and execution framework is flexible enough for projects of
   any size or complexity
  Experiential – YES - but open to new ideas
  Continually updated to reflect emerging risks and ways of working
  It becomes YOUR methodology

                Definition of Requirements Phase
               Research and Data Gathering Phase
                          Planning Phase
                     Implementation Phase
                Post-Implementation Phase
Phase 1: Definition of Requirements
 •   Determine and agree Scope - clear definition of requirements
 •   Determine overall project objective
 •   Identify business drivers
 •   Timelines and high-level milestones
 •   Change control
 •   Risk Management process
 •   Project reporting (reports, meetings etc.)
 •   Communications plan – how, what, and when to communicate
 Key inputs:
  Business/Stakeholder/IT Requirements
 Key Outputs:
  Draft Project Overview Document –project bible from inception to steady state
  3rd Party SOW and Commercials
  Risk Register
Phase 2: Research and Data Gathering
 • Determine and Document Complete infrastructure
     NonStop platform specific
     Storage (internal, ESS)
     Backup (Tape Silo, VTS, Other)
     Other platforms
     Applications (end-to-end, dependencies, interfaces)
     Network (TCP/IP, SNA, ICE etc.)
     Business Requirements – co-existing
     Obtain and understand existing DR Procedures
 Key inputs:
  Existing application/operational documentation
  Workshops/Interviews with key application/platform staff
 Key Outputs:
  Detailed findings report
  High-level Project Plan and updated Project Overview
  Risk Register
Phase 3: Planning
 • Develop & present detailed Transformation Implementation plan
 • Agree timescales, responsibilities, ownership
 • Determine platform transformation strategy:
        Seed HW, Lift and Shift, Logical (Data/Application/Workload Switch) or
         combinations of above
 • Logistics: Site Surveys, Security, Compliance, Communication and
   Notification
 • Develop Test Plans/Scripts, Swing/Switch Procedures, Contingency & Backout
   Procedures
 Key inputs:
  Output from Previous Phases (Project Overview, Findings, High-level Plan)
 Key Outputs:
  Detailed Project Plan; ‘Move’ timeline plan(s)
  Technical Solution Document
  Test Plans/Scripts (infrastructure, Network, Swing/Switch, Application)
  Site Plan(s)
  Risk Register
Phase 4: Implementation
 •   Team assigned and assembled
 •   Risk identified, assessed, mitigated and/or accepted
 •   Seed HW Installed and Prepared (if seed approach)
 •   Testing: Unit, System, Network, Application/DB build
 •   Platform/Application/Data Migrated
 •   Full user testing/commissioning
 •   Any new solutions implemented (if required e.g. new Tape Backup solution)
 Key inputs:
  Detailed Implementation Plan; Site Plan(s)
  Technical Solution Document
  Test Plans/Scripts
 Key Outputs:
  Completed Test Scripts results
  System/Application/Data Migrated (‘moved’)
  Service Restored/Live
Phase 5: Post-Implementation
 • Documentation Updated (DR Plans, Operational
   Documentation)
 • ‘Parallel’ Support – Transition to Steady State
 • Project Completion business acceptance
 • Lessons Learned and Feedback
 • Feedback and Lessons Learned Insight recombined into
   Methodology Framework
 Key inputs:
  Existing Operational procedure documentation
 Key Outputs:
  Updated Operational Documentation
  Project completion acceptance
  Lessons Learned Documented
  Insight published to all stakeholders
Specific DCM NonStop Migration Strategies
 What possible migration strategies can you deploy?
 1. Seed Equipment
     • Procure/loan additional NonStop equipment and SW license to be
       located in Target DC and built to mirror existing environment
     • Pros
        •   Easy backout
        •   Extensive testing possible
        •   Allows “bedding in” time for all hardware components
        •   Potential for twin-tail maintenance of data
     • Cons
        • Cost – HW procurement and SW licensing
        • Additional maintenance required (initial population vs. live)
Specific DCM NonStop Migration Strategies (cont.)
 2. Lift and Shift
     • Pre-build network and environmental requirements in Target DC then
       de-install equipment and physically move to Target DC
     • Pros
        • Less cost
        • Reduced setup and license issues
        • No maintenance duplication
     • Cons
        •   Higher Risk
        •   Limited testing
        •   Protracted outage and potentially lengthy outage required
        •   Extended backout/recovery
Specific DCM NonStop Migration Strategies (cont.)
3. Workload Switch / Combination
    •       Utilise NonStop estate to transfer workload between systems (allows
            individual lift and shift of each NonStop system if required)
    •       Pros
        •      Less risk than Lift and Shift – no data ‘physically’ moves!
        •      Full testing possible on relocated equipment
    •       Cons
        •      Existing NonStop estate may not have sufficient capacity
        •      “settle-in” time for relocated equipment to reduce failures
        •      Configuration and/or physical DC location may not allow
NonStop Migration ‘real world’ Challenges
 • Planned outages
      Planned outages of dependent infrastructure may delay your NonStop move
 • Licensing
      If using seed HW, don’t forget to factor in ‘temporary’ NonStop SW license costs –
      hp and 3rd parties
 • Peripheral devices
      e.g. Tape Silos’ not moving – may result in new Backup Solution to be sought and
      implemented
 • Shared Equipment
      E.g. ESS storage shared by NonStop and other platforms – can both move at same
      time?
 • Business Constraints
      E.g. Absolutely no data loss; No Data to be physically moved – may need to look at
      migration from Internal to ESS storage to fulfill requirement
NonStop Migration ‘real world’ Challenges
 • Software Version Currency
      Is Target system running same versions of OS, SPR’s and 3rd Party software levels?
 • Power Requirements
      Does the Target DC have same power connections/requirements as source DC?
 • Network Latency
      How far away is Target DC? Will Network performance be an issue? (e.g. DWDM
      Links)
 • Timescales
      Will you incur penalties if you don’t vacate existing DC by a specific date?
 • Data Centre Accessibility constraints
      How easy is it to get the equipment out of the existing DC? Any size, weight, or
      location limitations to overcome?
Summary
 • Understand and communicate objectives
 • Follow a well-defined transformation project methodology
 • Research and Data Gathering – Understand Application end-to-end
   and dependencies
 • Plan strategy – Seed, Lift & Shift, Workload switch – determined by
   Risks vs. Costs / Service outage limits etc.
 • Create detailed step-by-step plan, incl. resource allocation and
   milestones
 • Implement per plan – call ‘audibles’ when necessary
 • Operational Documentation Updates / ‘Parallel’ Support
 • DR/BCP Procedure Plan updates / Tests
 • Lessons learned – important for future projects
Questions?




                               About TCM Solutions

   •   One of Europe’s leading hp NonStop Platform Services and Healthcare Application Services companies
   •   We’ve been providing hp NonStop Consulting and Managed Services for over 15 years
   •   We’ve delivered hp NonStop Data Centre Transformation projects across Europe
   •   HP certified Consultants
   •   Customers include Financial Services, Healthcare and Enterprise Outsourcing organisations
   •   TCM is ISO 9001 (Quality Management) and ISO 20000 (IT Service Management) certified
Further Information
Web:
            www.tcmsolutions.com

Contacts:
            Lee Bradley
            Sales and Information
            Tel: 07850 852 512
            Email: lee.bradley@tcmsolutions.com


            Collin Yates
            Principal Consultant
            Tel: 07779 888773
            Email: collin.yates@tcmsolutions.com

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IT Service Transformations

  • 1. IT Service Transformations 20th July 2011 The smart choice for IT services and support of systems that cannot afford to fail! Copyright © TCM Solutions Limited 2011. All Rights Reserved.
  • 2. Today’s Share – what’s in a word? Transformation • Updates to hardware/software • Technology – steps and leaps • Upgrades to hardware/software • Data centre relocation • New technology Make IT Better, Faster, Cheaper
  • 3. Ingredients to Transformation Success • Team • Business, IT, PMO, Operations all play important roles • Clear roles and responsibilities are crucial – ‘The Buck’ stops where? • Right skillset at the right time • Culture • Change Leadership and Management is way of life • Focus on continuous ROI improvement • Goals and objectives clear • Processes • Repeatable Methodology • Communications and reporting • Measures/Outputs clear and unambiguous
  • 4. Transformation Methodology and Framework  A documented and phased methodology  Planning and execution framework is flexible enough for projects of any size or complexity  Experiential – YES - but open to new ideas  Continually updated to reflect emerging risks and ways of working  It becomes YOUR methodology Definition of Requirements Phase Research and Data Gathering Phase Planning Phase Implementation Phase Post-Implementation Phase
  • 5. Phase 1: Definition of Requirements • Determine and agree Scope - clear definition of requirements • Determine overall project objective • Identify business drivers • Timelines and high-level milestones • Change control • Risk Management process • Project reporting (reports, meetings etc.) • Communications plan – how, what, and when to communicate Key inputs:  Business/Stakeholder/IT Requirements Key Outputs:  Draft Project Overview Document –project bible from inception to steady state  3rd Party SOW and Commercials  Risk Register
  • 6. Phase 2: Research and Data Gathering • Determine and Document Complete infrastructure  NonStop platform specific  Storage (internal, ESS)  Backup (Tape Silo, VTS, Other)  Other platforms  Applications (end-to-end, dependencies, interfaces)  Network (TCP/IP, SNA, ICE etc.)  Business Requirements – co-existing  Obtain and understand existing DR Procedures Key inputs:  Existing application/operational documentation  Workshops/Interviews with key application/platform staff Key Outputs:  Detailed findings report  High-level Project Plan and updated Project Overview  Risk Register
  • 7. Phase 3: Planning • Develop & present detailed Transformation Implementation plan • Agree timescales, responsibilities, ownership • Determine platform transformation strategy:  Seed HW, Lift and Shift, Logical (Data/Application/Workload Switch) or combinations of above • Logistics: Site Surveys, Security, Compliance, Communication and Notification • Develop Test Plans/Scripts, Swing/Switch Procedures, Contingency & Backout Procedures Key inputs:  Output from Previous Phases (Project Overview, Findings, High-level Plan) Key Outputs:  Detailed Project Plan; ‘Move’ timeline plan(s)  Technical Solution Document  Test Plans/Scripts (infrastructure, Network, Swing/Switch, Application)  Site Plan(s)  Risk Register
  • 8. Phase 4: Implementation • Team assigned and assembled • Risk identified, assessed, mitigated and/or accepted • Seed HW Installed and Prepared (if seed approach) • Testing: Unit, System, Network, Application/DB build • Platform/Application/Data Migrated • Full user testing/commissioning • Any new solutions implemented (if required e.g. new Tape Backup solution) Key inputs:  Detailed Implementation Plan; Site Plan(s)  Technical Solution Document  Test Plans/Scripts Key Outputs:  Completed Test Scripts results  System/Application/Data Migrated (‘moved’)  Service Restored/Live
  • 9. Phase 5: Post-Implementation • Documentation Updated (DR Plans, Operational Documentation) • ‘Parallel’ Support – Transition to Steady State • Project Completion business acceptance • Lessons Learned and Feedback • Feedback and Lessons Learned Insight recombined into Methodology Framework Key inputs:  Existing Operational procedure documentation Key Outputs:  Updated Operational Documentation  Project completion acceptance  Lessons Learned Documented  Insight published to all stakeholders
  • 10. Specific DCM NonStop Migration Strategies What possible migration strategies can you deploy? 1. Seed Equipment • Procure/loan additional NonStop equipment and SW license to be located in Target DC and built to mirror existing environment • Pros • Easy backout • Extensive testing possible • Allows “bedding in” time for all hardware components • Potential for twin-tail maintenance of data • Cons • Cost – HW procurement and SW licensing • Additional maintenance required (initial population vs. live)
  • 11. Specific DCM NonStop Migration Strategies (cont.) 2. Lift and Shift • Pre-build network and environmental requirements in Target DC then de-install equipment and physically move to Target DC • Pros • Less cost • Reduced setup and license issues • No maintenance duplication • Cons • Higher Risk • Limited testing • Protracted outage and potentially lengthy outage required • Extended backout/recovery
  • 12. Specific DCM NonStop Migration Strategies (cont.) 3. Workload Switch / Combination • Utilise NonStop estate to transfer workload between systems (allows individual lift and shift of each NonStop system if required) • Pros • Less risk than Lift and Shift – no data ‘physically’ moves! • Full testing possible on relocated equipment • Cons • Existing NonStop estate may not have sufficient capacity • “settle-in” time for relocated equipment to reduce failures • Configuration and/or physical DC location may not allow
  • 13. NonStop Migration ‘real world’ Challenges • Planned outages Planned outages of dependent infrastructure may delay your NonStop move • Licensing If using seed HW, don’t forget to factor in ‘temporary’ NonStop SW license costs – hp and 3rd parties • Peripheral devices e.g. Tape Silos’ not moving – may result in new Backup Solution to be sought and implemented • Shared Equipment E.g. ESS storage shared by NonStop and other platforms – can both move at same time? • Business Constraints E.g. Absolutely no data loss; No Data to be physically moved – may need to look at migration from Internal to ESS storage to fulfill requirement
  • 14. NonStop Migration ‘real world’ Challenges • Software Version Currency Is Target system running same versions of OS, SPR’s and 3rd Party software levels? • Power Requirements Does the Target DC have same power connections/requirements as source DC? • Network Latency How far away is Target DC? Will Network performance be an issue? (e.g. DWDM Links) • Timescales Will you incur penalties if you don’t vacate existing DC by a specific date? • Data Centre Accessibility constraints How easy is it to get the equipment out of the existing DC? Any size, weight, or location limitations to overcome?
  • 15. Summary • Understand and communicate objectives • Follow a well-defined transformation project methodology • Research and Data Gathering – Understand Application end-to-end and dependencies • Plan strategy – Seed, Lift & Shift, Workload switch – determined by Risks vs. Costs / Service outage limits etc. • Create detailed step-by-step plan, incl. resource allocation and milestones • Implement per plan – call ‘audibles’ when necessary • Operational Documentation Updates / ‘Parallel’ Support • DR/BCP Procedure Plan updates / Tests • Lessons learned – important for future projects
  • 16. Questions? About TCM Solutions • One of Europe’s leading hp NonStop Platform Services and Healthcare Application Services companies • We’ve been providing hp NonStop Consulting and Managed Services for over 15 years • We’ve delivered hp NonStop Data Centre Transformation projects across Europe • HP certified Consultants • Customers include Financial Services, Healthcare and Enterprise Outsourcing organisations • TCM is ISO 9001 (Quality Management) and ISO 20000 (IT Service Management) certified
  • 17. Further Information Web: www.tcmsolutions.com Contacts: Lee Bradley Sales and Information Tel: 07850 852 512 Email: lee.bradley@tcmsolutions.com Collin Yates Principal Consultant Tel: 07779 888773 Email: collin.yates@tcmsolutions.com