client technology playbook

MotherG - Guardian of Your Vital TechnologyItasca, IL 60134 Powered By Auditomatic ©

CLIENT TECHNOLOGY PLAYBOOKA Business approach to your IT Environment

Client Business Contact: Alexief Rokovitch

Client Technical Contact: Mirza Hornoff

Your vCIO & NetAdmin: Philippe Schmitt / David Sander

Meeting Date:

Previous Meeting Date:

Printed on

Microcode: 600 Interface: 5.00Recycled Paper

Wednesday, April 12, 2017

Zebramov, LLC

Saturday, May 20, 2017

of 14

MotherG - Guardian of Your Vital TechnologyItasca, IL 60134

MEETING AGENDA

q Previous meeting follow-up / Completed Action

q Business & Technology Review / What's New?

q IT Roadmap Review / Progress

q Service Delivery Status Review / Satisfaction

q Meeting wrap-up / Call To Action

of 14

Call To Action (In Progress)

Entered For Whom? vCIO TAG Description of the Call To Action or Outstanding Issue Item Type Item Owner Status

105 1 0 0 1 0

4/25/2017 Saddle and Cycle 5189AFIRM QUOTE and SoW - Server and also 365 Migration. Budgetary we presented in January. Plan is for

365 first, then server. Server to be done around Aup-Sept. Sam to confirm with ClubTec if upgrade is

required for Server 2016.

Quoting Design Desk Underway

12/22/2016 Saddle and Cycle 8A600Need to check with Comcast again on getting service to Zebramov. Alexief gets mailer all the time

saying they're in the area. Please request a quote for 100MB from ComcastQuoting Design Desk Underway

Discussed Topics & Call to Action (Open)

Action Items and Issues 5/17/2017 of 14

Call To Action (Completed)

Entered For Whom? When? (ETA) Description of the Call To Action or Outstanding Issue Item Type Item Owner Status

0 0 0 0 0 1 0

12/22/2016 Zebramov E3859 Glenn to call AT&T about usage reports Task vCIO-SCG Completed

12/22/2016 Zebramov 25D04 Discussed the new plan with Alexief and the new pricing. Alexief would like to reduce the off site costs. Info Only vCIO-SCG Completed

3/23/2016 Zebramov 7007AAlexief would like notification that M Failover kicked in (if / when it does). So… how do we do that?

6.23.16 There currently is a bug in the integration with 365 that CW is working through.

Change

RequestService Desk Completed

6/30/2016 Zebramov 635C6 Need to only provide content filtering for employees. Netflix ??? Task vCIO-SCG Completed

6/30/2016 Zebramov E137B Glenn to schedule meeting with Camera Mirza Task vCIO-SCG Completed

6/30/2016 Zebramov BE928Budgetary Quote - Alexief needs to submit a budgetary quote to his board by Q4 2016. This will be for a

NEW SERVER, O365, and pssible LoB hosting (if we're going to do that). Quote needs to be generous,

easier to lower than raise. I'm sure a revised Conway or Butterfield quote should be a great start.

Quoting Design Desk Completed

6/30/2016 Zebramov B077C Glenn to get Alexief sample pricing for 365: email only with install per user, adding Office suite Quoting vCIO-SCG Completed

Discussed Topics & Call to Action (Completed)





3/23/2016 Zebramov 5DF35

Alexief is aware that we'll be sending him a list to Content Filtering categories to select from (OpenDNS).

You can delete this message / ticket whenever you'd like.

4.15 & 26.16 - Tim reached out to Alexief to return the Content filtering list. Closed ticket until Alexief is

ready

Info OnlyCentralized

Svc.Completed

3/23/2016 Zebramov E5119 Massage AD and email lists from NetAdmin then send to Alexief Task vCIO-SCG Completed

3/23/2016 Zebramov CCA64Check with IBS to see if they have migration of historical info from NetSuite

GLENN - Checked with IBS and Sharon. No, you will need to keep old server for archive reasons.Task vCIO-SCG Completed

3/23/2016 Zebramov B136AAlexief is looking for a 1-time report of bandwidth usage (%, peak times, etc) and also, how much comes

from Wi-Fi users. GMS ??? 5.03.16 Report sent to Alexief by TimTask

Centralized

Svc.Completed

3/23/2016 Zebramov 417D5Please send Glenn a list of all active email accounts on Exchange. Also, all active AD users. I will combine

them in the way he needs to prep for a budgetary 365 quote.Task NetAdmin Completed

3/23/2016 Zebramov 0180DBUDGETARY 365 QUOTE - Glenn will give you a list of email accounts and 365 FULL users.

4.05.16 Send Alexief a list of users and email accounts to clean up. Waiting for the return of this list.Quoting Customer Completed

3/2/2015 ZebramovFailover Circuit

6.09.15 Mother Internet Assurance quoted

9.09.15 Waiting on cabling

Quoting Customer Completed





11/30/2015 Zebramov 76F98See Glen for PST report. Discuss PST files on local user drives. Alexief would like us to work with the

users to determine need of this file. Then move to safe place or eliminate. Kjohansson and josmundsonTask Service Desk Completed

12/8/2015 Zebramov 4F5B6 Status on rolling out OpenDNS. Once rolled out, Alexief would like data from the Umbrella reposts.Issue to be

fixedDesign Desk Cancelled

12/8/2015 Zebramov 38D8DGlenn to further discuss ways to get wireless internet usage reporting

3.22.16 Will discuss GMSTask vCIO-SCG Completed

12/8/2015 Zebramov 172A6

Alexief would like toreplace the older Citizen printers for sure with EPSON TM-881V printers USB TYPES.

Will those areas / POS / PCs support USB devices? See Glenn for printer report. David Sander will need

to be involved to make sure the right interface types are quoted.

PRINTER QUOTE WAITING ON Alexief

Quoting Design Desk Completed

11/30/2015 Zebramov FC28A Discuss POS printers and back up printers Task vCIO-SCG Completed

11/30/2015 Zebramov 569ED Bandwidth Reporting- show OpenDNS reports, Task vCIO-SCG Cancelled


Key Business Drivers Zebramov, LLC

105

Number of Employees: 45 FTE vs. OTHER 40 5

Remarks:

Multiple Sites:

IT Budgeting / Deadline:

Fiscal Year (From/To):

Annual Budget 11-30

01-01 12-31

Chicago

Geneva

Rosemont

Los Angeles

Raleigh

(What do you track, how often, what's missing, what tools…)

KEY METRICS

We use TEMPs when the workload gets high

OTHER INFORMATION:

The current owner of Zebramov, LLC is 65 years old and would like to

either sell the company to current executives or to other buyers. Exit

strategy is 3-4 Years.

WHAT MAKES YOU UNIQUE IN TODAY'S WORLD?

GROWTH & EXPANSION OBJECTIVES

KPI & BI - WHAT DO YOU CURRENTLY DO/USE?TOP 3 INEFFICIENCTIES YOU WOULD LIKE TO ADDRESS

CORE VALUES / MISSION & VISION

Zebramov, LLC is a 25 years old manufacturing company specialized in heat

treatment. For each of our 5 locations, we typically work with local businesses in

need of fast turn-around heat treatment for the part they produce.

Quality / Honesty / Customer Service

We would like to become the default name our customers and prospects thinks

of when they have urgent needs for heat treatment jobs.

PRIMARY FOCUS & CORE ACTIVITIES

We can execute any job in less than 48 hours because of our close

proximity with our customers.

We most likely will continue to open facilities in cities with large

manufacturing base. Probably at a pace of 1 location every two years.

1

2

3

Zebramov is still heavily relying on paper manifest for shop floor

operations. NetSuite has a module but we haven't investigated yet.Phone communication between the various offices is not efficient. Only

Chicago and Geneva have extension dialing.

We currently have weekly numbers provided by plant manager every

Friday night. These numbers are limited and require at least 2 hours for

him to generate.

We only use Excel at this point.

Business and Technology Overview 5/17/2017 of 14

KEY BUSINESS ENABLING APPLICATIONS

Yes

Yes

Yes

Yes

Yes

No

NETWORKING & TELECOM TECHNOLOGIES BY LOCATION

45 People

Access Points

Firewall

Cabling

Details related to Servers and Workstations Assets can be found on the respective ASSET REPORTS (Name, Type, Warranties…)

20 15 5 3 2 0 0 0

Cloud Based

On-Premises

Adobe

Loftware

Dassault Systemes

Microsoft

Adobe

TimePro, LLCAdobe Create CloudTimeTracker

Premiere and InDesign are used by MarCom

TimeTracking Software

LoftwareSolidworksOffice365

On-Premises

On-Premises

Cloud Based

Labelling software for ERP

Migrated to version 2017 in March 2017

Email / SharePoint / Office suite

NetSuite Oracle On-Premises BusinessForReal, INC New ERP was deployed in June 2018

Software or Function Name Vendor / Source Location Active Support / Provider Other Remarks

Loftware

ChicagoCAD, LLC

MotherG, LLC

Technology Alignment Score

75.60% Zebramov, LLC Business Enabling Technologies

0

Chicago Geneva Rosemont Los Angeles Raleigh

Comcast Comcast AT&T Uverse Time Warner Comcast

AT&T Uverse AT&T Uverse None None None

✓ ✓ r ✓ ✓DELL / CISCO NetGear / Trend TrendNet TrendNet

OpenMesh NetGear NetGear NetGear

Risk / Status

Switches

Phone circuit

DELL / CISCO

SonicWALL

1 2 3 4 5 6 7

Comcast Comcast PRI Time Warner Comcast

OpenMesh

Risk / Status

Phone System

✓ ✓ r r rMotherG VoIP MotherG VoIP Toshiba PBX WarnerPhone Comcast

SonicWALL Zyxel D-LINK Comcast

✓ M M M

Site Number 8 9

Site Name

Risk / Status ✓

Primary ISP

Secondary ISP


YOUR ASSIGNED MOTHERG TEAM

CUSTOMER SIDE ASSIGNED TEAM (Zebramov, LLC)

QUOTE REQUESTS & QUOTE APPROVAL (Zebramov, LLC)

Who is allowed to Request Quotes From MotherG? Who is allowed to Approve Quotes Issued By MotherG?

SERVERS BEING BACKED-UP TO THE CLOUD (Customers using BCS won't have their servers listed here)

For more complex environments, please check the Business Continuity Plan (BCP) section.

\\SRV-RDS01 Terminal Server \\SRV-NETSUITE02 NetSuite SQL <Server Role> <Server Role>

Mirza Hornoff

Alexief Rokovitch Igor Turnoff

Mirza Hornoff <Please Enter Name #4> <Please Enter Name #8>

<Please Enter Name #7>Alexief Rokovitch

\\SRV-DC01 Domain Controller \\SRV-NETSUITE01 NetSuite Server <Server Role> <Server Role>

Yes

Who will be our Emergencies Secondary Contact?Igor Turnoff [email protected] 630-587-7777

Do you want to be notified* by our on-call engineer for

business critical issues outside of MotherG's operating hours?

(M-F 7am to 6pm)? (Default is TEXT to both)

Contact me for site outages between 10pm-7am?

(ISP's routinely conduct maintenance during late-night hours.

You would be contacted in the middle of the night)

Yes (TEXT) No

Can we contact all your employees

(Email/Popups) for Urgent Security

Bulletins?

Who will be our Emergencies Primary Contact? Mirza Hornoff [email protected] 630-250-7777

Who will be our Technical Contact? Mirza Hornoff [email protected] 630-250-7777

Business / Technical / Emergency Contacts First & Last Name Email Address Cell Phone Number

Who will be our Business Contact? Alexief Rokovitch [email protected] 630-250-8855

Quote [email protected] Procurement Assistant: Jackie Binder

Will be replace by TJ Reedy in June [email protected] NetAdmin:

Will be replace by Glenn T. in July [email protected] vCIO:

David Sander

Philippe Schmitt

First & Last Name Other RemarksEmail AddressMotherG Primary Contacts

9 Technical Support Team Zebramov, LLCSatisfaction Index


IT Roadmap - Budget Details$16,050 $315

95 TOTAL TOTAL

CAPEX OPEX (Mo)

Sort Sort Sort Sort Sort Sort Sort Sort Sort

2/5/2017

NetSuite

Migration to v

12.3

Zebramov is scheduled to

migration to NetSuite version

12.3 in October 2017.

New features and advanced

reporting capabilities are the 2

key drivers for this migration.

Users will need to be trained

(See quote)

High Q4-2017 $2,500

Quote Rejected

Or Project

Cancelled

4/10/2017

NetSuite Shop

floor Workflow

Automation

In order to replace the old paper

based manifest, Zebramov has

decided to evaluate the Shop

Floor Workflow automation

module from NetSuite

Streamlined workflow for orders

and better reporting of

production stages (real-time)

Medium Q1-2018 Quote in Progress

5/14/2017Password Policy

deployment

Following recent security issues

with departed employees,

Zebramov has decided to

implement a password policy.

45 Days / 8 Characters /

Complexity

Security issues after the

departure of Ivan Ourimoff in

January

High Q2-2017 $0 $0 Planned Activity

5/14/2017

Cloud Backup

for new

Loftware server

Following the installation of the

new Loftware server, it has been

recommend by MotherG to

include this server in the list of

off-site backups

Loftware has become a mission

critical application over the

years. In case of a disaster,

Zebramov would require the

data it contains

High Q2-2017 $0 $79 Planned Activity

4/19/2017 Spring Cleanup

As part of our Eco Friendly

initiatives, MotherG will proceed

with its annual disposal process

for decommissioned assets

(Desktops, Laptops…)

Remove the current clutter in

the storage room while doing

what's right for the

environment. Our certified

eRecycling company will provide

certificate of destruction

Medium Q3-2017 $0 $0 Planned Activity

Zebramov, LLC

Budgetary Costs

Current StatusEntered

Item Name(For Visual RM)

Description Key Drivers & Business Benefits PriorityTime

Frame

IT Roadmap - Budget Details 5/17/2017 of 14

IT Roadmap - Budget Details$16,050 $315

95 TOTAL TOTAL

CAPEX OPEX (Mo)

Sort Sort Sort Sort Sort Sort Sort Sort Sort

Zebramov, LLC

Budgetary Costs

Current StatusEntered

Item Name(For Visual RM)

Description Key Drivers & Business Benefits PriorityTime

Frame

5/15/2017 CRM Product

Zebramov is currently using ACT

as its main CRM solution.

Product limitations in today's

economy. Management would

like to start evaluating

Salesforce

Zebramov's will soon be in need

of a more CRM system capable

of running integrated marketing

campaigns for its new line of

nanoparticle surface treatment.

Low Q2-2018Item To Be

Discussed

2/20/2017Mother VoIP for

Los Angeles

LA office is currently using

WarnerPhone solution provided

by the local cable company

(Time Warner). This phone

system does not allow for direct

extension to Chicago

3 digits extension calling

between Headquarters and Los

Angeles. Find-me Follow-me

features.

Medium Q1-2018 $13,550 $236

Quote Issued

waiting for

Decision

IT Roadmap - Budget Details 5/17/2017 of 14

Visual IT Roadmap

#

$0 $0 $0 $0 $2,500

$0 $79 $13,550 $236

CAPEX OPEX CAPEX OPEX CAPEX OPEX CAPEX OPEX CAPEX OPEX CAPEX OPEX

$0 $79 $0 $0 $2,500 $0 $13,550 $236 $0 $0 $0 $0

Q2-2017 Q3-2017 Q4-2017 Q1-2018 Q2-2018 Q3-2018

Password Policy

deploymentSpring Cleanup

NetSuite Migration to

v 12.3

NetSuite Shop floor

Workflow AutomationCRM Product

Cloud Backup for new

Loftware server

Mother VoIP for Los

Angeles

Zebramov, LLC

Q2-2017 Q3-2017 Q4-2017 Q1-2018 Q2-2018 Q3-2018

Visual Roadmap 5/17/2017 of 14

115HOW MANY YEARS SHOULD YOU KEEP YOUR IT ASSETS? Please choose a Plan

Min. Max. Avg. Min. Max. Avg.To

Keep

To

ReplaceAmort. Yrs. Remarks

Desktops 25 3 5 4 3 5 4 15 10 No N/A

Laptops 20 2 3 3 3 4 3 20 0 Yes 3.0

Mobile Devices 23 2 2 2 TBD TBD TBD TBD TBD N/A N/A

Physical Servers 4 3 5 4 4 6 5 3 1 Yes 4.0

Virtual Servers 5 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

DELTA ANALYSIS OF YOUR CURRENT MOTHERG PLAN COMPARED TO ACTUAL CONSUMPTION

EndPoints under

Management (Kiosks)

Users with Full Support

(Seats)

* In case your Current Assessed Consumption is LESS than your Previous Assessed Consumption, MotherG will reduce your Billing!

<Select an ALM Plan>

Call to Action

Asset Types

Asset Types

QTY

Your ALM Plan Gartner's ALM Asset Compliance Level

Previous

Assessed

Consumption

Current

Assessed

Consumption

Gap (+/-) Further Details

5

0

Additional Kiosks EndPoints will be

charged at the standard Kiosk price (See

Contract)*

Additional Users will be charged at the

standard Seat price

(See Contract)*

Servers and Workstations we Manage

for you(Asset, Security, Monitoring…)

People with Full Support

we Assist(Phone Support / Email / On-Site)

25

20

20

20

Asset Lifecycle Management (ALM)

Asset Lifecycle Management 5/17/2017 of 14

MotherG Business Continuity Plan (BCP) and Regulatory Compliance Level.

110 Business Impact Analysis (BIA) LOW MODERATE HIGH

Data Retention & Compliance Requirements:Loss of Internet Connectivity X Regulatory Compliance Level: ITAR

Loss of Phone System X Data Retention Requirements: 10 Years

Unavailable Unstructured Data (OneDrive, Box…) X Expected Recovery Time Objectives: 1 Day How Quick?

Unavailable Line Of Business apps (Local/Cloud) X Expected Recovery Point Objectives: 4 Hours What Loss?

Unavailable Email Flow X Other Remark:Loss of Unstructured Data (XL, DOC, PDF…) X

Hardware Failure of Servers X

Hardware Failure of Workstations X

Complete or Partial Destruction of the Facility X

Disaster Prevention & Business Continuity Solutions Current BCP Score: 7Deployed

Deployed

Deployed

Deployed

Deployed BC Plan Testing:Deployed Last File & Folder Restore test: 01/01/17

Not Impl. Last Server Virtualization test: 01/01/17

Not Impl. Last Telco Circuit Failover test: 04/01/17

Deployed

Deployed Current RTO & RPO Status:N/A Current Estimated RTO: Half Day

Deployed Current Estimated RPO: 4 Hours

Deployed

Deployed Other Remarks:Deployed

Deployed

Deployed

Deployed

Deployed

Not Impl.

Deployed

Deployed

Deployed

Password Policy will be soon deployed following

the security breach (Ivan's departure)

OpenDNS

N/A

ESET AV

ESET AV

OpenDNS

Datto

Datto

N/A

N/A

OpenDNS

Outage/Event Types Business Impact

Telco LinksRedundant Internet Connectivity (Data)

Redundant Internet Connectivity (Voice)

Zebramov, LLC

ISP-AT&T

ISP-AT&T

Datto

Datto

Zebramov has started the ISO 9000 Certification in May 2017. When

completed, a couple additional compliance requirements will have to

be implemented. Proof of Data retention for the aerospace industry

will be required (ISO9000-4212)

Data

Protection &

Recovery

Local Backup of All Servers to on-premises device

Off-site Backup of All Servers to CLOUD location

Local Virtualization of All Servers from on-premises devices

Off-Site Virtualization of All Servers from cloud based location

Local Backup of All Critical Workstations

Off-site Backup of Critical Workstations

Content Filtering for Web Browsing

Email

Protection

Filtering of Unsolicited Emails (SPAM)

Malware Filtering of inbound & outbound Emails

Email Archiving

Endpoint

Protection

Workstation Virus & Malware Protection

Server Virus & Malware Protection

Edge Level

Protection

Firewall based Virus Protection

Firewall based Intrusion Detection System (IDS)

Firewall based Deep Packet Inspection (DPI)

Firewall based Cloud based Sandboxing (Capture)

Other Best

Practices

OpenDNS

SonicWALL

SonicWALL

SonicWALL

SonicWALL

N/A

Security GPOs

N/A

MNG Monitoring

Password Policy is fully implemented

Other Security rules fully implemented (Screen lock…)

Critical Servers are ALL under Warranty

Proactive System & Network Monitoring

Safe

BrowsingCloud based DNS Protection (Reducing harmful queries)

Business Continuity Plan 5/17/2017 of 14

client technology playbook

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