Achieving a Successful Solution Together

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IBM-<Client> Discovery Workshop

© 2014 IBM Corporation

2 © 2014 IBM Corporation
What is a Discovery Workshop?

Validate if and how the client’s challenges are solved by our Software Defined
Infrastructure solutions:
What is the current state ? What is the future state ? Is it feasible? Is it worth it?

This is up to a two-day solution development exercise

• Led by team of IBM “Software Defined Infrastructure” experts
• IBM provides a summary session and documentation of findings and
recommendations
• Results aim at reducing risk for both parties, and identifying the main potential issues
to be managed from the start

3 © 2014 IBM Corporation

Answer the Key Questions

Choosing a path forward

• What is the impact for your business initiatives ?

– Revenue, cost, risk, TTM
• What are realistic user expectations?
– Meeting the users’ need for compute utilization, workload management and data movement
• How do we develop a workable architecture and implementation plan?
• How will a solution fit with other technologies & processes
– e.g. – High Performance Analytics, MapReduce, Hadoop, Application Frameworks, etc.
• How do we determine total cost of ownership (TCO) associated with a new solution
• What will be the value of an software defined based solution?

4 © 2014 IBM Corporation

What Gets Achieved in the Workshop

• Define, Validate & Decide

– Achieve the organization's business objectives with the
least risk
– Know the total cost of ownership (TCO) of the solution
before it is implemented – are there hidden costs?
– What is the potential return on investment (ROI) and how
can it be measured?
– Get a solution that fits the business vs. forcing the
business to fit the solution
• What is the flexibility of the solution?
– Implement a solution that works and is usable –
• Will the compute utilization, workload management and data
movement analytical capabilities provide the right level of
support?

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Discovery Workshop Outline
Business Session

- What is Software Defined Infrastructure?

Summary Report
- Business Case
- Success Factors

Executive Summary
Defining Session

- Functional Problem
- Goals & Priorities
- Limits & Priorities
Prep
Prep Meeting
Meeting or
or Calll
Call - KPIs Key
Key
Findings
Findings
- ROI
Objectives Architecture Session

- Architecture
Agenda - Current IT Environment
- Cloud Strategy Recommended Approach
Participants
Implementation Session

- Software Design
- Applications Approach
- Workload Management
Key
Key Milestones
Milestones
- Data Management

Summary Session

- Summary of Sessions
- Project Approach
Supporting APPENDIX
- Recommendations
- Preview of Summary Doc
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Discovery Workshop Sample Agenda

• Business Session – Day 1 AM

– Is it worth it?
– Does it make business sense?

• Defining Session – Day 1 PM

– Can Software Defined technologies help?

• Architecture Session – Day 1 PM

– How could it be done?
– What are the obvious risks?

• Implementation Session – Day 2 PM

– Proposed approaches and risks

• Summary Session – Day 2 – PM

– Findings, proposed next steps

7 © 2014 IBM Corporation

Business Session – Day 1 Morning

Is it worth it?
• Business Case Overview
• Current & Desired State
• What can Software Defined do for you?
• Success Factors, expected benefits
– KPI’s: ROI, TTP, TTD
• Timeline
• Stakeholders

Attendees include
• Business - stakeholders, end users, analysts
• IT - executives, stakeholders, architects, program/project manager

8 © 2014 IBM Corporation

Defining Session – Day 1 Afternoon (1)

How feasible is it (1/3)?

What needs to be done
• Functional Business Problem
– Goals & Priorities
– Limits
– Choices
– Key Performance Indicators

Attendees include
• Business - stakeholders, end users, analysts
• IT - executives, stakeholders, architects, program/project manager

9 © 2014 IBM Corporation

Architecture Session – Day 1 Afternoon (2)

How feasible is it (2/3)?

How can it be done

• Solution Approach, Top-level Risks

– Architecture
– Current IT Environment
– Cloud Strategy
– Validation and Testing
– Solution Architecture, extensions
– Integration issues, Deployment
– Data Quality and Availability

Attendees include
• Solution Architect
• Enterprise Architect
• Business Analysts
10 © 2014 IBM Corporation
Implementation Session – Day 2 Morning

How feasible is it (3/3)?

Possible Solutions and Risks
• Software Design
• Applications Approach
• Workload Management
• Data Management
• Data Integration / Availability
• Relevant Use Cases / Tuning
• Solution Approach
– Project Approach
– Resource Charts

Attendees include
• Program/project manager
• Architect

11 © 2014 IBM Corporation

Summary Session – Day 2 Afternoon

What is the best way forward?

Work-plans and numbers
• Summarize Key Findings
– ROI, TTP, TTD
– Risks
• IBM Capabilities
• Recommendations
• Preview of <Cust>-IBM Discovery Workshop Summary Document
• Q&A

Attendees include
• Business stakeholders
• Program/Project Manager
• Architect
12 © 2014 IBM Corporation
Discovery Workshop Sample Table of Contents

• Executive Summary
• Understanding of Business
– Business Case Overview
– Current & Desired Situation
– Success Factors
– Benefit Analysis
– Timeline
• Solution Overview
– Key Findings
– Recommended Approach
• Solution Approach
– Project Approach
– Resource Charts
• Suggested Next Steps & Timeline
• APPENDIX

13 © 2014 IBM Corporation