the secret sauce of ilm - the ilm assessment core · education the secret sauce of ilm the ilm...

EDUCATION

The Secret Sauce of ILMthe ILM Assessment Core

LeRoy Budnik, Knowledge Transfer

EDUCATION

Abstract

The Secret Sauce of ILM – AssessmentProfessional Services and internal consulting figure prominently in the success of ILM transformations. Yet, in the midst of success, there can be the sense of hitting the ceiling, a limit, a barrier that you cannot pass. A time-based path allows you to remove the barriers. The path negotiates requirements, capabilities, practices, and maturity. This is the core of the ILM consultative process. It is a blend of techno/business skill, architect-client relations and selecting the appropriate methodology.

What is the goal?To create Storage Services as a collection of components provided in support of business processes perceived by Customers and Users as a self-contained, single, coherent entities at lowest cost.

EDUCATION

• Understand relationship of maturity to information disciplines• Identify key ILM disciplines and process in the context of their execution

in the infrastructure• Determine the most effective ILM assessment strategy for a given

scenario

Objectives

In this session, we focus on the Core of ILM consultative process: the measurement of maturity vs. information disciplines. This core is the foundation of most assessment methodologies. We also consider the assessment strategies that work best at various entry points of maturity. As a customer, when you understand both the process and strategy, you can choose the best strategy for your company today. However, because ILM is a way of life, you will choose a different strategy tomorrow.

This may sound dry, but it is the secret sauce of the industry.

EDUCATION

SNIA Legal Notice

• The material contained in this tutorial is copyrighted by the SNIA and portions are subject to other copyrights1.

• Member companies and individuals may use this material in presentations and literature under the following conditions:– Any slide or slides used must be reproduced without modification– The SNIA must be acknowledged as source of any material used

in the body of any document containing material from these presentations.

– This specific legal notice shall not be removed.

• This presentation is a project of the SNIA Education Committee.

EDUCATION

Initial Positioning

• Forget what you know– the existing standards are becoming obsolete!

• The information crisis will not go away– we need to reengineer the infrastructure to

meet requirements, it is the only effective pathto success

• Our personal view of the assessmentprocess may prevent our success– we have to change as well

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Knowledge Statements

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Systematic Approach

ILM assessment is a systematic approach to enable diverse requirements, including availability, capacity, cost, compliance and governance to be met over time. The process achieves alignment at best cost by summarizing requirements and matching them to capabilities at each requirement state change. The range of solutions available are limited by the value of information, with the goal of minimizing budgets, both capital and expense.

EDUCATION

Storage Tier

• Availability• Performance• Quality of Service• Cost

A storage tier is a collection of storage capacity that meets requirements with a consistent set of attributes, capabilities and characteristics which may include:

For example: it is possible that disks in the same array might be treated as different tiers because of RAID Level, data location on a spindle or other characteristics – the choice is yours…

Storage Tier ≠ Storage Service

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Storage ServiceBusiness View

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Storage ServiceTechnical View

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Evaluate against the model that followsThis will help you to understand:

current stateand what can be accomplished in a year, successfully…

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Storage Service Maturity

Storage Services• Bill of Materials

– Cost Optimization– Efficiency

• Business Requirements– Customer Satisfaction– Cost Optimization– Effectiveness– Efficiency

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ILM Strategy

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ILM Strategy

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ILM Strategy

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Assess

• Manage Discovery– Business Requirements– Inventory Information Assets

• Propose Storage Strategy• Risk Assessment• Project Priority• Set verifiable measures

• Develop Business Case– TCO/ROI Analysis– Cost by:

• Resource• Service• Business• Unit (GB)

– Investment

Assessment is a control process, responsible for gathering requirements, inventorying information and infrastructure, defining storage strategy, preparing gap and financial analysis,and developing next steps to ensure that the storage infrastructure meets business requirements.

EDUCATION

Classify

• Identify Information Assets• Gather Requirements

– Availability– Capacity– Compliance– Governance– Retention– Security

• Develop Taxonomy– Identify Patterns– Ontological Reductionism

• Classify Information Assets by Requirements

Classification is the means whereby we order knowledge about requirements and infrastructure. We develop classes that represent a set of information objects that share a common structure and behavior.

EDUCATION

Organize

• Match requirements to capabilities

• Inventory existing capabilities• Gap analysis• Standardize Storage Services• Develop Storage Service

Catalog

• Develop:– Operations policies– Cookbook (recipes)– SWT/AWT

• Apply automation• Minimize cost• Maximize service

Organizing is the process of aligning discovered requirements, patterns and values with current, new and replacement storage capabilities, over time. We develop standardized, reusable infrastructure patterns supported by process to meet enterprise level goals.

EDUCATION

Educate

• Skills Alignment• Business Impact Awareness• Results Based Training• Storage Service Culture• Identified Responsibility

– Management– Staff

• Effective, Predictable Performance– Partnership– Link to business requirement– Measured results

• Satisfaction– Perceived– Actual

Education reinforces commitment and skill to support and use the reorganized storage infrastructure. Technical and process standards reduce cost. The storage team shows leadership as an advisor and resource steward. Service design becomes the most valued skill. Crisis is reduced.

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Assessment Process

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ILM Assessment Phases

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Prepare0

Firms manage many assets, people, money, plant and customer relationships. Before we work on the information that underpins business process and often causes the business the most frustration, we need to learn as much as we can from external and internal sources

• SEC 10K• Governance Structure• Industry/Sector Compliance• Asset History

– Human– Financial– Physical– IP– Information and IT– Relationship

• Placement of Responsibility– Who will have input to decisions?– Who will make the decision?

• Decisions– Principles– Architecture– Strategy– Business Requirements– Investment

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Set Storage Goal1

We work with the project sponsor and designated staff members to determine the prioritized goals of the ILM assessment, planning and design efforts. This includes capturing their belief in what the end-result is.

Effective use of Storage• Cost• Control• Compliance/Governance• Utilization• Scalability• Service Level

Common Measures• Profit

– Return on Equity (ROE)– Return on Investment (ROI)

• Asset utilization– Return on Assets (ROA)

• ∆t Growth / ∆t Cost

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Set Perspective2

We guide the project sponsor to select a primary view and essential infrastructure characteristics of significance to the business owners or users. This allows us to suppress other views, for the moment, as immaterial or diversionary. As a result, we can focus on capturing expected behavior and requirements, rather than implementation. The objects defined in the view will be associated with all requirements and aggregated metrics over time.

Perspectives:• Application• Business Process• Business Object• Logical State• Physical State

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Collect Data & Requirements3

• Availability– Business availability

requirements– Business Impact Assessment– Definition of Unavailability– Risk Identification

• Regulatory Compliance

• Capacity– Business Strategy and Plans– IT Strategy and Plans– Business requirements– Transaction volumes– Financial

• Governance

We use the perspective to identify requirements, yet avoid physical discovery. We discover core business processes and their relationships to the information that drives the them. We also note information centric process opportunities. This is start of formal data classification.

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Sources of Requirements

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Develop Storage Strategy4

Map• Storage capabilities to

requirements• Alternative capabilities to

requirements

Develop• Parts list with high-level attributes• Bill of materials that summarizes

the required capabilities• Preliminary catalogue of storage

services (portfolio)

We specify and map current and future requirements to storage capabilities. The requirements are the tangible need or intangible want, and the capabilities are the tangible method ofmeeting need. In its first form, the map enables selection of storage capabilities to meet requirements

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Storage StrategyDemonstrates Alignment

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Alignment overTime and Instantiation

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Strategy isConstructed from Capabilities

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Consolidate & Assign5

Discover• Current Storage Capabilities

– What do they own?• Current Storage Services

Consumed– What do they use?

Validate previous work

Consolidate and Assign• Metrics• Capabilities• Assign to Perspective• Consolidate and aggregate

numbers by Perspective

We perform discovery at system level, developing findings using the vendor neutral, object language developed in the previous phase. We assigned data collect to the future state categories and then consolidate.

EDUCATION

Gap Analysis6

We document the difference between the required and current storage capabilities. We calculate the difference between required and consumed capabilities. The result is a list of capabilities to acquire or suspend and a list of capabilities that need implementation. An impact and priority statement should accompany the found gaps.

EDUCATION

Actionable Recommendations7

The result of developing a plan to get from the current state tothe proposed state over some unit of time. There is no expectation that time is immediate, in fact, it is preferable tohave a stepped program, with immediate or prioritized improvements. An actionable recommendation differs from a simple recommendation by being a tangible step/benefit pair, accomplished in a reasonable (short) period.

EDUCATION

Detailed Design8

Produced on acceptance of the recommendations or on a decision to proceed with specific recommendations. It is probable that a proof of concept design using a hardware subset may be required as part of an assessment. Detailed discovery is a requirement. Detailed design should be close to implementation to avoid rework.

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Implement9

Install/Configure technical components, implement new processes, procedures and organizational components, including pilot solution, and rollout to client organization. This step is executed consistent with local consulting methodology and new storage practices.

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ILM, the Catalyst for Change

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Q&A / Feedback• Please send any questions or comments on this presentation to

SNIA: trackdatamgmt@snia.org

Many thanks to the following individuals for their contributions to this tutorial.

SNIA Education Committee

LeRoy Budnik, Knowledge TransferPhil Huml, Knowledge TransferBob Rogers, Application MatrixEdgar St. Pierre, EMCNagina Daneker, HPGary Zasman, NetAppsAdam Mendoza

the secret sauce of ilm - the ilm assessment core · education the secret sauce of ilm the ilm...

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