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How IBM can help you cut down your IT spending -

IBM Optimization & Integration Services

September 2009

Thomas Zimmermann, Service Product Line Leader, Russia & CIS,

[email protected]

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IBM Global Technology Services

© 2009 IBM Corporation

Dynamic Infrastructure – Optimized through the stages of adoptions

� Physical consolidation and optimization

� Virtualization of individual systems

� Systems, network and energy management

Drives IT efficiency� Highly virtualized resource

pools – “ensembles”

� Integrated IT service management

� Green by design

Rapid deployment of new infrastructure and services

� Virtualization of IT services -“cloud”

� Business-driven service management

� Service oriented delivery of IT

� Foundation for real time integration of transactions, information and analytics

Highly responsive and business goal driven

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More than 30 years of experience with 38,000 infrastructure services professionals for server, storage, data optimization and integration projects

� Global reach

� Integrated solutions

� Breadth of capability

� Deep consulting expertise and proven best practices

� Expanded ecosystem andBusiness Partner community

� Flexible financing

* Adam W. Couture and Robert E. Passmore, “Magic Quadrant for Storage Services 2Q08,” Gartner Magic Quadrant DisclaimerThe Magic Quadrant is copyrighted May 25, 2006 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Magic Quadrant for Storage Professional and Support Services

Brocade

DellNetApp

EMC

EDS

HP

leaderschallengers

visionariesniche players

completeness of visionab

ilit

y t

o e

xecu

te

Symantec Sun MicrosystemsHitachi Data

Systems CSC


Magic Quadrant for Storage Professional and Support Services

Brocade

DellNetApp

EMC

EDS

HP

leaderschallengers

visionariesniche players

completeness of visioncompleteness of visionab

ilit

y t

o e

xecu

teab

ilit

y t

o e

xecu

te

Symantec Sun MicrosystemsHitachi Data

Systems CSC


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Service Offerings Portfolio - Assessment Services� As a first step IBM suggests the assessment of the current IT environment in order to understand

your environment in depth and propose and tailor the right solution for your needs

� All Assessment Services are:• Vendor independent

• Providing recommendations based on technology NOT on products or brands

� Sample of assessment services for all areas of your IT:

• IT Transformation and Optimization Services- Provides significant improvements in IT service delivery quality, responsiveness and capacity to respond to the

business. These are accompanied by cost reductions and/or increased functionality

• Server Consolidation and Virtualization (SCON)- Designing, planning, implementation & testing services for creating a consolidated heterogeneous server environment

• Network Strategy and Optimization Services- Provides actionable recommendations that help reduce IT TCO through optimization, increased reliability, availability

and performance of the business critical applications

• Storage Optimization Services- Identify opportunities, reclaim & consolidate storage. Gain initial storage efficiencies, and sustain, optimize these gains.

Reduce complexity in the IT Infrastructure to optimize performance, adaptability, facilitate growth & change in your business

• Virtual Infrastructure Access Services – Smart Business Desktop Cloud- Provides simplified, secure access to information. Reduces IT cost, complexity & energy consumption. Delivers a

solution that can centralize a distributed desktop environment, safeguard data & applications to ease compliance efforts. Reduces the cost of desktop HW and management

• IT Facilities Assessment, Design and Construction Services- Highly skilled data center & facility specialists draw on more than 30 years of extensive, hands-on experience in

designing and supporting data centers to create long-term strategies for IT facility optimization

• IT Facilities Consolidation and Relocation Services- Helps make optimal investments that deliver availability, scalability, recoverability & agility throughout their transition.

Minimizes the inherent risks & complexity associated with migrations of data center environments, while planning for the future

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Storage Optimization Offerings - The Unifying Theme

� A mature IT shop is a service bureau• Predictable, stable

• Menu driven, with associated costs

• Consumers pay for their services

� Novus products & services are geared towards IT maturation:

• Transformation Strategy - Management Complexity Factor (MCF)- Service Tiering Strategy & Roadmap to Remediation Strategy- analyze, measure, plan

• Global Insight - Storage Enterprise Resource Planner (SERP)- Correlated Storage Reporting to Provide Financial Transparency to Alter Behavior- see who’s using what, and how well …with hundreds of pre-built reports that identify

storage management inefficiencies, control storage demand and cost.

• Process Excellence - Enterprise Standardization Program (ESP)- Storage Process Standardization- experience, tools & skills to implement standardized processes rapidly, with less risk.

• ILM Services - Application to Infrastructure Alignment (A2I)- align apps to infrastructure, according to business impact & corresponding service needs

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•The complexity involved with managing environmental components

�Interconnectivity

�Number/Type of HW and SW solutions in use

•How the components differ from best practices

Architectural Complexity

•How free are the FTEs to focus on proactive tasksLevel of Automation

•How defined and appropriate are your processes and proceduresProcess Maturity

•The complexity involved with managing environmental components

�Interconnectivity

�Number/Type of HW and SW solutions in use

•How the components differ from best practices

Architectural Complexity

•How free are the FTEs to focus on proactive tasksLevel of Automation

•How defined and appropriate are your processes and proceduresProcess Maturity

•How capable is the team in meeting technical requirements of their

job

•Do they have enough time to do their job

Skill Alignment

•How effective tools are in managing the environment

•Fewer number of tools, easier managementUse of Tools

•How effective tools are in meeting needs and providing needed

informationInformation Availability

•How capable is the team in meeting technical requirements of their

job

•Do they have enough time to do their job

Skill Alignment

•How effective tools are in managing the environment

•Fewer number of tools, easier managementUse of Tools

•How effective tools are in meeting needs and providing needed

informationInformation Availability

•How stable an environment is

•Typically, the more changes being made the more they are being made to fix issues

Rate of Changes

•How prepared is the environment to handle growthExpected Growth

•How stable an environment is

•Typically, the more changes being made the more they are being made to fix issues

Rate of Changes

•How prepared is the environment to handle growthExpected Growth

Tie

r 2T

ier 2

Tie

r 3T

ier 3

Tie

r 1T

ier 1

Management Complexity Factor (MCF™) Metrics

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MCF™ Project Methodology

A typical MCF™ takes 6-8 weeks:1. Discovery: 1-4 weeks of interviews and hands-on technical discovery:

• BU, DR, Storage, Architecture, Vendors, Network, Compliance, IT Ops, Execs, etc

2. Analysis: 1-3 weeks of data analysis, solution design, and documentation

3. Deliverable Prep: 1-2 weeks of writing and review of the deliverables

Technical Scope Includes:� Review of existing

documentation� Tools-based configuration &

utilization discovery � Toolset/automation analysis� Skills analysis� MCF profile scoring� Solution design� Recommendation list &

activity timeline

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The MCF™ Calculator shows cost reduction opportunities for storage, backup, fabrics, file systems, and facilities

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MCF Deliverables

1. Environmental Overview detailing your organization’s current state as framed within the 8 metrics

2. Current and Projected MCF™ Scores

3. Storage Strategy detailing 6 through 36 Month Action Plans to Achieve the Projected Scores and Related ROI:– Recommendations are by metric and directly related to score

improvements and focus on largest returns on investments– Recommendations are detailed from a business and technology

perspective– Focus on both CAPEX and OPEX portions of environment

4. Financial Projections for Current Trends vs. Transformed Environment– Financial projections for storage, backup, fabric, file system, and facilities

(power, cooling, and floor space) savings

5. Industry Comparisons on how you relate to Peer Organizations

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Transformation Strategy Summary

� IBM’s Transformation Strategy™ based on the Management

Complexity Factor™ goes beyond traditional uninformed

metrics to drive the transformation of today’s most challenging

environments.

� The MCF™ will help you:

• Identify the real problems in your environment

• See clearly how to improve your operation

• Set a detailed plan to recognize your goals

• Give you a way to measure your progress along the way

• Identify the greatest opportunities for cost savings

• Transform your environment and drive out complexity

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Why Storage Enterprise Resource Planner™?

• Large Storage Environments Have:

• Many disparate technologies to manage

• Many point-product toolsets to manage them

• EITHER no way to get a common view OR significant manual effort and custom development required

• These Large Storage Environments Need:

• A single pane of glass for reporting on their storage assets

• Business context to turn reams of technical data into actionable information

• Flexibility for deeper analysis without vendor PS engagement

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What does SERP™ help with?

� Capacity Planning� Configuration Management� Reclamation & Utilization

Improvement� ILM & Right-Tiering

� Deployment Planning � Troubleshooting� Financial Transparency� Chargeback

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Who will SERP™ help?

SERP ships with numerous customizable reports usable by every level of the organization…

StorageOperations Managers

Business Managers

Engineering Managers

Storage Architects& Engineers

CFO

CTO CIO

Dashboards

All Reports

Utilization, Tiering, Chargeback Reports

Configuration Exception Reports

Capacity, Configuration, Connectivity Reports

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© 2009 IBM Corporation14

Service Maturation Lifecycle

Moving to a utility based storage environment

� Satisfy customer Reqs� Storage Mgmt Islands� Customized Solutions� Expensive to Sustain� Procedure-intensive� Centralized backup

& restore capability

Functional� Managed Storage Services� On-demand Service� Virtualized Resources� Automated Info Mgmt� Proven ability to achieve

recoverability Objectives

Utility� Classes of Service� Multi-tier Storage

Architecture� Information Management

Common infrastructure� Process-based� Backup and Recovery

Objectives Clearly Communicated

Services-based

� Decentralized Storage � Low storage utilization� Lack of enterprise storage

architecture & standards� Multiple backup & restore

approaches

Discrete

EffectiveEffective EfficientEfficient

SRM Roll-out

“Smarter” Transformation Approach

Intelligent Storage Service Catalog

Correlated Storage Reporting to Provide Financial Transparency to Alter Behavior

Storage Process Standardization

Intelligent Storage Service Request

A

2

I SoFS

Service Tiering Strategy & Roadmap to Remediation Strategy DefinedMMMMCCCCFFFFMMMMCCCCFFFFMMMMCCCCFFFF

Automation

Virtualization

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IBMs Transformation – Leading by example

� Consolidation and virtualization - thousands of servers onto approximately 30 IBM System z™ mainframes

� Additional virtualization leveraging System p, System x and storage across enterprise

� Substantial savings being achieved in multiple dimensions: energy, software and system support costs

Data Center Efficiencies Achieved

Cloud-enabled on demand IT delivery solution

� Self-service for 3,000 IBM researchers across 8 countries

� Real time integration of information and business services

� The virtualized environment will use 80% less energy and 85% less floor space

� 2X existing capacity, no increase in consumption or impact by 2010

Project Big Green

� IBM's IT transformation continues: our own IT investments over the past 5 years have delivered a cumulative benefit yield of $4.1B

IBM IT Transformation

4,70015,000Applications

131Network

580Web hosting centers

7155Host data centers

1128CIOs

20081997

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SERP™ Success Stories

• One top-tier multinational bank uses SERP to report on approximately:

� 13 Petabytes of storage across 40 datacenters and three continents

� They used SERP™ to drive their Tier 1 spend from $120M in 2007 to $0 in 2008

� With 99% of the global storage infrastructure and 90% of servers instrumented, SERP has put control of tiered storage directly in the hands of IT's customer, the Lines-of-Business

• A Fortune 50 company chose SERP™ over a large field of competitors including EMC, Symantec, HP, and others:

• They successfully implemented SERP on three continents in less than six weeks

• First runs of SERP’s reclamation reports identified enough orphaned storage to pay for the product and its implementation twice

• One of the world’s largest mutual fund companies wanted deeper analytics:• SERP™ found 200TB’s that weren’t being charged back resulting in millions in recovered cost

• They now use the system to effect behavior change with their consumers to drive utilization

“If IT is going to serve a business well, it must understand storage consumption and its supporting

infrastructure from a business perspective. SERP is the only tool available on the market today that can truly align IT with a business view. SERP’s ability to pull data from multiple systems, both business and IT, and correlate the information is innovative and sets the standard for global storage reporting. NovusCG has absolutely outdone itself again with this release.”

Joe Martins, Managing Director & Analyst, Data Mobility Group

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Customer References and Quotes

Client challenge

Leverage information across its entire network while making systems faster and more reliable

Solution

� Dynamic workload management across systems infrastructure

� Dynamic virtual framework for next-generation clinical trials

Outcomes

� US$40 million in capital and operating cost reductions

� 150 percent increase in processing capacity with no increase in IT support costs

� Faster integration of 20 newly acquired healthcare operations

University of Pittsburgh Medical Center

Client challenge

Meet business need for storage capacity and productivity growth while reducing capital and maintenance expense

Optimized storage outcomes

Reduced two-year technology refresh migration plan to only five months for over 500 terabytes of data from heterogeneous environment and more than 500 servers, improving service delivery to high priority areas of the business

Why IBM Global Technology Services?

The project enabled the bank to eliminate several million dollars in maintenance charges for out-of-date technology while consolidating on to fewer, more efficient systems. Tripled the number of servers the bank could migrate during each scheduled timeacross multiple data centers. Simplified and reduced risk of migration leveraging block level (full disk) approach. Enabled virtual storage environment

Leading Canadian Bank

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Backup

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Increasing IT complexity, as a result of business and technology changes, is driving the need for change:

� Technology: Many disparate technologies used to manage IT, make it difficult to maintain uniformity and standardization.

� Processes: ITIL® (Infrastructure Technology Information Library) recommends the implementation of standardized best practices.

� Organization: Resource shortages need to be resolved to reduce reliance on the efforts of a few talented and motivated individuals.

� Regulations: The emergence of more complex industry and government regulations requires more robust compliance management.

Process Excellence ™

Storage service

management

Gov

erna

nce

Governance

Governance

PROCESS

TECHNOLOGY

Hardware Software

Procedure

Responsibilities

Roles Skills

ORGANIZATION

Management

tools

Policy

In today’s economically and budget-challenged conditions, ESP provides the process framework to enable customers to do more with less.

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What is ESP™?• ESP™ is a complete library of storage

and backup best practices

• ESP™ uses the ‘Many Solutions –One Way’ methodology

• ESP™ is delivered as rapidly-deployable Wiki-based software

• ESP™ supports best-of-breed storage and backup technologies

• ESP™ delivers high-level lifecycle workflows and detailed step-by-step procedures

Processes are informed by 100s of years of NovusCG enterprise storage

and backup experience

ESP™ 3.0 combines 28 backup processes and 22

storage processes for

design, implementation, and operations.

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How does ESP work?

1. Starts with a high-level Lifecycle

2. Each step becomes a Method

3. Each Method gets a Workflow

4. Each technology gets an Appendix

5. It’s tied together via the Dashboard

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What comes with ESP?

ESP Storage™ Module:Storage Operations Guide (SOG)

and these methods:

� SAN storage request� Evaluate storage inventory to fulfill request� Cable components for labeling� Install/configure HBAs� Perform zoning configurations� Provision storage to servers� Install/configure multipathing� Acquire storage and create FS� Configuration of local replication groups� Configuration of remote replication for databases� Fabric switch installation and configuration� Perform zoning configuration (hard and soft)� Backup of switch configuration and backup

scheduling� RAID configuration within an array� Testing and acceptance of storage array� Configuration of volumes on array for local replication� Implement local replication script for backup� Implement local replication script for development

refresh� Configuration of volumes on array for remote

replication� Implement remote replication script for databases

ESP Backup™ Module:Backup Operations Guide (BOG)

and these methods:

� Data protection Assessment� Determine storage/media requirements� Backup software client installation� Configure media devices in backup software� Configuration of disk staging� Configuring a backup application module� Testing/running a backup� Testing a restore and recovering client data� Semi-annual requirements evaluation� Client software upgrades and patching� Backup server system software

installation/configuration� Retention period configuration� Backup schedule configuration� Alerts configuration� Daily reporting configuration� Labeling media in backup software� Performance tuning� Recovering server catalogs/configuration� Troubleshooting� Issue resolution and communications� Tape cloning configuration� Offsite handling configuration� Tape inventory management� Tape inventory offsite operations� Tape cloning and reporting� Offsite tape movement� Client decommission� Tape destruction

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What technologies does ESP™ support?

•Hosts

•Switches

•Arrays

•Replication

•Backup Servers

•Backup Clients

•Tape Media

•Tape Drives

…and Best Practices for:

•Tiered Service Offerings

•Service Request Process

•Architecture and Planning

•Naming Conventions

•Testing and Acceptance

•Decommissioning Procedures

•Much more…

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Why ESP?

� Rapid regulatory compliance

� Turnover protection

• Accelerate new-hire ramp-up

� A “living” documentation system

• Flexible, adaptable, USABLE

� Bring stability to unstable operations

• Great response to outages caused by human error

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