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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,
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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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IBM Global Technology Services
© 2009 IBM Corporation
IBM Global Technology Services
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
IBM Global Technology Services
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
IBM Global Technology Services
4
IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
•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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
The MCF™ Calculator shows cost reduction opportunities for storage, backup, fabrics, file systems, and facilities
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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
Backup
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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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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IBM Global Technology Services
© 2009 IBM Corporation
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