The Secret Sauce of ILM

Transcription

1 The Secret Sauce of ILM the ILM Assessment Core LeRoy Budnik, Knowledge Transfer

2 Abstract The Secret Sauce of ILM Assessment Professional Services and internal consulting figure prominently in the success of ILM transformations. Yet, in the midst of success, there can be the sense of hitting the ceiling, a limit, a barrier that you cannot pass. A time-based path allows you to remove the barriers. The path negotiates requirements, capabilities, practices, and maturity. This is the core of the ILM consultative process. It is a blend of techno/business skill, architect-client relations and selecting the appropriate methodology. What is the goal? To create Storage Services as a collection of components provided in support of business processes perceived by Customers and Users as a self-contained, single, coherent entities at lowest cost. The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 2

3 Objectives In this session, we focus on the Core of ILM consultative process: the measurement of maturity vs. information disciplines. This core is the foundation of most assessment methodologies. We also consider the assessment strategies that work best at various entry points of maturity. As a customer, when you understand both the process and strategy, you can choose the best strategy for your company today. However, because ILM is a way of life, you will choose a different strategy tomorrow. This may sound dry, but it is the secret sauce of the industry. Understand relationship of maturity to information disciplines Identify key ILM disciplines and process in the context of their execution in the infrastructure Determine the most effective ILM assessment strategy for a given scenario The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 3

4 SNIA Legal Notice The material contained in this tutorial is copyrighted by the SNIA and portions are subject to other copyrights 1. Member companies and individuals may use this material in presentations and literature under the following conditions: Any slide or slides used must be reproduced without modification The SNIA must be acknowledged as source of any material used in the body of any document containing material from these presentations. This specific legal notice shall not be removed. This presentation is a project of the SNIA Education Committee. The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 4

5 Initial Positioning Forget what you know the existing standards are becoming obsolete! The information crisis will not go away we need to reengineer the infrastructure to meet requirements, it is the only effective path to success Our personal view of the assessment process may prevent our success we have to change as well The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 5

6 Knowledge Statements The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 6

7 Systematic Approach ILM assessment is a systematic approach to enable diverse requirements, including availability, capacity, cost, compliance and governance to be met over time. The process achieves alignment at best cost by summarizing requirements and matching them to capabilities at each requirement state change. The range of solutions available are limited by the value of information, with the goal of minimizing budgets, both capital and expense. The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 7

8 Storage Tier A storage tier is a collection of storage capacity that meets requirements with a consistent set of attributes, capabilities and characteristics which may include: Availability Performance Quality of Service Cost Storage Tier Storage Service For example: it is possible that disks in the same array might be treated as different tiers because of RAID Level, data location on a spindle or other characteristics the choice is yours The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 8

9 Storage Service Business View The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 9

10 Storage Service Technical View The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 10

11 Evaluate against the model that follows This will help you to understand: current state and what can be accomplished in a year, successfully The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 11

12 Storage Service Maturity Storage Services Bill of Materials Cost Optimization Efficiency Business Requirements Customer Satisfaction Cost Optimization Effectiveness Efficiency The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 12

13 ILM Strategy The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 13

14 ILM Strategy The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 14

15 ILM Strategy The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 15

16 Assess Assessment is a control process, responsible for gathering requirements, inventorying information and infrastructure, defining storage strategy, preparing gap and financial analysis, and developing next steps to ensure that the storage infrastructure meets business requirements. Manage Discovery Business Requirements Inventory Information Assets Propose Storage Strategy Risk Assessment Project Priority Set verifiable measures Develop Business Case TCO/ROI Analysis Cost by: Resource Service Business Unit (GB) Investment The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 16

17 Classify Classification is the means whereby we order knowledge about requirements and infrastructure. We develop classes that represent a set of information objects that share a common structure and behavior. Identify Information Assets Gather Requirements Availability Capacity Compliance Governance Retention Security Develop Taxonomy Identify Patterns Ontological Reductionism Classify Information Assets by Requirements The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 17

18 Organize Organizing is the process of aligning discovered requirements, patterns and values with current, new and replacement storage capabilities, over time. We develop standardized, reusable infrastructure patterns supported by process to meet enterprise level goals. Match requirements to capabilities Inventory existing capabilities Gap analysis Standardize Storage Services Develop Storage Service Catalog Develop: Operations policies Cookbook (recipes) SWT/AWT Apply automation Minimize cost Maximize service The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 18

19 Educate Education reinforces commitment and skill to support and use the reorganized storage infrastructure. Technical and process standards reduce cost. The storage team shows leadership as an advisor and resource steward. Service design becomes the most valued skill. Crisis is reduced. Skills Alignment Business Impact Awareness Results Based Training Storage Service Culture Identified Responsibility Management Staff Effective, Predictable Performance Partnership Link to business requirement Measured results Satisfaction Perceived Actual The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 19

20 Assessment Process The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 20

21 ILM Assessment Phases The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 21

22 Prepare 0 Firms manage many assets, people, money, plant and customer relationships. Before we work on the information that underpins business process and often causes the business the most frustration, we need to learn as much as we can from external and internal sources SEC 10K Governance Structure Industry/Sector Compliance Asset History Human Financial Physical IP Information and IT Relationship Placement of Responsibility Who will have input to decisions? Who will make the decision? Decisions Principles Architecture Strategy Business Requirements Investment The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 22

23 Set Storage Goal 1 We work with the project sponsor and designated staff members to determine the prioritized goals of the ILM assessment, planning and design efforts. This includes capturing their belief in what the end-result is. Effective use of Storage Cost Control Compliance/Governance Utilization Scalability Service Level Common Measures Profit Return on Equity (ROE) Return on Investment (ROI) Asset utilization Return on Assets (ROA) t Growth / t Cost The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved Knowledge Transfer 23

24 Set Perspective 2 We guide the project sponsor to select a primary view and essential infrastructure characteristics of significance to the business owners or users. This allows us to suppress other views, for the moment, as immaterial or diversionary. As a result, we can focus on capturing expected behavior and requirements, rather than implementation. The objects defined in the view will be associated with all requirements and aggregated metrics over time. Perspectives: Application Business Process Business Object Logical State Physical State The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 24

25 Collect Data & Requirements 3 We use the perspective to identify requirements, yet avoid physical discovery. We discover core business processes and their relationships to the information that drives the them. We also note information centric process opportunities. This is start of formal data classification. Availability Business availability requirements Business Impact Assessment Definition of Unavailability Risk Identification Regulatory Compliance Capacity Business Strategy and Plans IT Strategy and Plans Business requirements Transaction volumes Financial Governance The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 25

26 Sources of Requirements The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 26

27 Develop Storage Strategy 4 We specify and map current and future requirements to storage capabilities. The requirements are the tangible need or intangible want, and the capabilities are the tangible method of meeting need. In its first form, the map enables selection of storage capabilities to meet requirements Map Storage capabilities to requirements Alternative capabilities to requirements Develop Parts list with high-level attributes Bill of materials that summarizes the required capabilities Preliminary catalogue of storage services (portfolio) The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 27

28 Storage Strategy Demonstrates Alignment The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 28

29 Alignment over Time and Instantiation The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 29

30 Strategy is Constructed from Capabilities The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 30

31 Consolidate & Assign 5 We perform discovery at system level, developing findings using the vendor neutral, object language developed in the previous phase. We assigned data collect to the future state categories and then consolidate. Discover Current Storage Capabilities What do they own? Current Storage Services Consumed What do they use? Validate previous work Consolidate and Assign Metrics Capabilities Assign to Perspective Consolidate and aggregate numbers by Perspective The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 31

32 Gap Analysis 6 We document the difference between the required and current storage capabilities. We calculate the difference between required and consumed capabilities. The result is a list of capabilities to acquire or suspend and a list of capabilities that need implementation. An impact and priority statement should accompany the found gaps. The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 32

33 Actionable Recommendations 7 The result of developing a plan to get from the current state to the proposed state over some unit of time. There is no expectation that time is immediate, in fact, it is preferable to have a stepped program, with immediate or prioritized improvements. An actionable recommendation differs from a simple recommendation by being a tangible step/benefit pair, accomplished in a reasonable (short) period. The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 33

34 Detailed Design 8 Produced on acceptance of the recommendations or on a decision to proceed with specific recommendations. It is probable that a proof of concept design using a hardware subset may be required as part of an assessment. Detailed discovery is a requirement. Detailed design should be close to implementation to avoid rework. The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 34

35 Implement 9 Install/Configure technical components, implement new processes, procedures and organizational components, including pilot solution, and rollout to client organization. This step is executed consistent with local consulting methodology and new storage practices. The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 35

36 ILM, the Catalyst for Change The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 36

37 Q&A / Feedback Please send any questions or comments on this presentation to SNIA: trackdatamgmt@snia.org Many thanks to the following individuals for their contributions to this tutorial. SNIA Education Committee LeRoy Budnik, Knowledge Transfer Phil Huml, Knowledge Transfer Bob Rogers, Application Matrix Edgar St. Pierre, EMC Nagina Daneker, HP Gary Zasman, NetApps Adam Mendoza The Secret Sauce of ILM - The ILM Assessment Core 2007 Storage Networking Industry Association. All Rights Reserved. 37