August 28, 2014 presented by… Johan HammerstromSteve Longenecker
Community IT Innovators Webinar Series
Cloud Migration Planning
Methodologies and Approaches
#ToTheCloud
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About Community IT
Community IT Innovators partners with nonprofits to help them solve their strategic & day-to-day IT challenges.
Strategic Proactive approach so you can make IT decisions that support your mission and grow with you
Collaborative Team of over 40 staff who empower you to make informed IT choices
Invested We are committed to supporting your mission, and take care of your IT network as if it were our own
Nonprofit focus Worked with over 900 nonprofits since 1993
About the Presenter
Johan Hammerstrom
President
@hammerstromj
Steve Longenecker
Project Manager
@CommunityIT
Agenda
• What is cloud computing?
• Varieties of clouds
• Cloud considerations
• Methodology
• Best Practices
#tothecloud
What is the cloud?
“An architecture that
provides scalable, Internet-
accessible services.”
Nicholas Carr, 2008#tothecloud
Transmission
#tothecloud
Cloud DiagramMobility
#tothecloud
Cloud Architecture
#tothecloud
Cloud Architecture
#tothecloud
Cloud Architecture
Software (SaaS) #tothecloud
Cloud Architecture
Platform (PaaS) #tothecloud
Cloud Architecture
Infrastructure (IaaS) #tothecloud
Ready to jump?
Look before
you leap
Considerations
• Security &
Privacy
• Internet Stability
• CapEx -> OpEx
• Data ownership (Terms of Service)
Data Ownership (ToS) – Box
• Box- https://app.box.com/legal_text/tos
We reserve the right, to temporarily suspend or terminate your
access to the Service at any time in our sole discretion, with or
without cause, and with or without notice, without incurring
liability of any kind. For example, we may suspend or terminate
your access to or use of the Service for: (a) the actual or suspected violation of
these Terms; (b) the use of the Services in a manner that may cause Box to have legal liability or
disrupt others' use of the Services; (c) the suspicion or detection of any malicious code, virus or
other harmful code by you or in your account; (d) scheduled downtime and recurring downtime; (e)
use of excessive storage capacity or bandwidth; or (f) unplanned technical problems and outages.
If, in Box's determination, the suspension might be indefinite and/or Box has elected to terminate
your access to the Service, Box will use commercially reasonable efforts to notify you through the
Service. You acknowledge that if your access to the Service is suspended or terminated, you may no
longer have access to the Content that is stored with the Service.
#tothecloud
Data Ownership (ToS) - Twitpic
“To clarify our ToS regarding ownership, you the
user retain all copyrights to your photos and
videos, it’s your content. Our terms state by
uploading content to Twitpic you allow us to
distribute that content on twitpic.com and our
affiliated partners. This is standard among most
user-generated content sites (including Twitter). If
you delete a photo or video from Twitpic, that
content is no longer viewable.#tothecloud
Planning
Methodology
• Don’t start with the solution
• Information Systems Inventory
• Business Process Analysis
– What business tasks
– Where is that data
– How is it being accessed
#tothecloud
Work to be Done
Internal Data
Infrastructure
User Interface
Productivity
Finance
CRM
OutlookMobile
Dynamics
Raisers Edge
EmailCalendarTasks
ExchangeGreat Plains
Gen LedgerA.PayableA.Receivable
Donor DataMailing ListsContact info
on-premisevirtual host
RE
on-premserver
New App or Business Process?
Cloud migration is an opportunity to
revise:
• Business processes
• Organizational structure
• General strategy
#tothecloud
Work to be Done
Internal Data
Infrastructure
User InterfaceOutlookMobileEmailCalendarTasks
Exchange
O365on-premserver
Exchange
Email Tasks Calendar
Lync
OutlookMobile
Productivity
Work to be Done
Internal Data
Infrastructure
User InterfaceRaiser’sEdge
RE
Salesforceon-premserver
Force
BrowserMobile
CRM
Donor DataMailing ListsContact info
Donor Data EventsMailing Lists WorkflowContact info
Cloud Migration Best Practices
• It’s not all or nothing
• New services, consider
the cloud
• Existing Services, start
with low impact apps
• Gain experience &
momentum
#tothecloud
Cloud Migration Methodology
• Gather requirements
• Develop a plan
• Identify project lead
• Start with a pilot
group
• Provide training
• Get feedback#tothecloud
Upcoming Webinar
Wednesday September 24 3:00 – 4:00 PM EST
Supporting Remote StaffChallenges and Solutions
Johanny Colindres & Abdul Musa
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