AgilePath Cloud Playbook Strategy Template

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The template will provide a vendor-neutral Cloud computing strategy development framework that will accelerate the definition and validation of a robust Cloud computing strategy for any organization interested in adopting Cloud computing for their enterprise.

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AgilePath Cloud Playbook Strategy Template

  1. 1. Copyright ©2011 AgilePath Corporation. All rights reserved. Cloud Computing Playbook™Strategy Development Module A Cloud Computing Strategy and Roadmap FrameworkAgilePath Corporation38 Merrimac StreetNewburyport, MA 01950www.agile-path.comPhone: 978.462.5737Copyright © 2011 AgilePath Corporation. All rights reserved. AgilePath Corporation Proprietary and Confidential.
  2. 2. Table of ContentsTable of Contents .......................................................................................................................................... 2Executive Summary....................................................................................................................................... 41.0 Introduction to Cloud Computing Playbook™ .................................................................................. 5 1.1 What is a “Playbook?”................................................................................................................... 5 1.2 Why a CC Playbook?...................................................................................................................... 5 1.3 Structure of the CC Playbook ........................................................................................................ 6 Cloud Business Discovery ...................................................................................................................... 6 Cloud Strategy Development ................................................................................................................ 6 Cloud Mobilization ................................................................................................................................ 7 Cloud Implementation .......................................................................................................................... 72.0 Cloud Computing Strategy Development Module ............................................................................ 72.0 Cloud Computing Strategy Development Module ............................................................................ 7 2.1 Introduction ........................................................................................................................................ 7 How to Use the CC-PB Strategy Development Template ......................................................................... 8 Pre-Step 1. Confirm Preliminary Scope of Cloud Computing Strategy .................................................... 9 Pre-Step 2: Confirm Cloud Computing Stakeholders in the organization................................................ 9 2.1 Develop Cloud Vision, Mission, Goals and Objectives ................................................................ 10 2.2 Develop Cloud Opportunity Roadmap .............................................................................................. 11 2.3 Develop Cloud Business Scenarios/Use Cases, Vignettes and User Stories ..................................... 11 2.4 Develop Cloud Computing Reference Model and Reference Architecture ...................................... 12 2.4.1 Define CC-RM Cloud Enablement Roadmap .................................................................................. 12 2.4.2 Define CC-RM Cloud Deployment Roadmap ................................................................................. 13 2.4.2 Define CC-RM Cloud Governance and Operations Roadmap ........................................................ 13 2.4.4 Define Cloud Ecosystem Roadmap ................................................................................................ 14 2
  3. 3. 2.5 Define Cloud Computing Reference Architecture ............................................................................ 15 2.6 Document Cloud Computing Risk Mitigation Model ........................................................................ 15 2.7 Define Cloud Funding/Budgeting, Incentives & Behavioral-Cultural Model .................................... 16 2.8 Define Cloud Metrics and Scorecards (Aligned to Business Objectives and Operational Parameters) ................................................................................................................................................................ 17 2.9 Develop Cloud Business/Operations Model and Business Case ....................................................... 17 2.10 Finalize Cloud Computing Strategy and Roadmap.......................................................................... 18Summary ..................................................................................................................................................... 19 3
  4. 4. Executive SummaryThis document is a strategy and roadmap development template supporting the Strategy Developmentmodule of AgilePath’s Cloud Computing Playbook™. The information required to complete the CloudComputing Playbook™ Strategy Development module can be used stand alone as a planning deliverable,as a module of the Cloud Computing Playbook™ end-to-end Cloud methodology, as an input into a CloudComputing Reference Model (CC-RM) project, or as guidance to support a Cloud pilot or proof ofconcept.AgilePath’s Cloud Computing Playbook™ is illustrated below.The Cloud Computing Playbook™ is a comprehensive end-to-end Cloud assessment, planning,architecture and implementation framework. The Cloud Computing Playbook™ builds on and leveragesthe following supporting artifacts and frameworks:  Cloud Computing Adoption Lifecycle  Cloud Computing Reference Model (CC-RM) and Cloud Computing Reference Architecture (CC- RA)  CloudSprint™ iterative planning and implementation methodology  CC-PB templates for each phase of the Cloud Computing Playbook.This template is focused on the Cloud Computing Strategy Development phase of the Cloud ComputingPlaybook™, and is explained in detail in the sections below. 4
  5. 5. 1.0 Introduction to Cloud Computing Playbook™1.1 What is a “Playbook?”A playbook is a methodology framework focused on a particular technology, approach orimplementation style. A playbook is a set of strategies, tactics, and actions, or “plays,” that will result inwinning in sports parlance, or success in business terminology.Consider the West Coast Offense in professional football. The West Coast offense is an offensivestrategy predicated on using short, precision passes to generate offense and move the ball. The shortprecision passing approach in effect “stretches out” the defense and opens up opportunities for deeppasses later, while opening up the traditional football running game. The West Coast Offense leveragesprecise timing patterns for passing routes, mostly short patterns, to replace the traditional runninggame. In the West Coast Offense, the short precision passing plays comprise approximately 65-80% ofthe offensive plays.By way of contrast, the traditional ball control offense employed by many teams, notably the New YorkGiants under Bill Parcells, emphasizes running the ball effectively, using play action passing off a solidrunning attack, and strong defense. In a ball control offense, running plays typically account for 60-65%of the offensive plays. The passing attack keys off the run using play action passes.For a business or technology methodology, a playbook is a defined approach that is actionable,implementable, and results in a clear set of tactics or “plays” to lead to a defined outcome or outcomes.AgilePath has specialized in developing a variety of Playbooks™ for Service-Oriented Architecture,Enterprise Governance, Legacy Modernization, and now the Cloud Computing Playbook™. AgilePath’sPlaybook™ approach to methodology is especially critical for emerging technologies where there are noestablished planning, architecture or implementation methodologies. Thus, AgilePath’s Playbooks™provide a strategic business methodology for implementing emerging technologies to realize a set ofpredefined business outcomes. As with the football metaphor, AgilePath’s family of Playbooks™emphasize a strategic approach to a particular problem domain, and help establish a set of concreteactions or plays that result in the targeted business outcomes.1.2 Why a CC Playbook?AgilePath’s Cloud Computing Playbook™, illustrated below, is comprised of four phases, with a set ofsteps or actions in each phase that will result in a business- or mission-aligned Cloud computingstrategy, and a set of actionable and implementable tactics that will lead to a successful Cloudcomputing implementation. The four phases of the Cloud Computing Playbook™ are explained below:  Supports Cloud strategy and planning: The Cloud Computing Playbook™ first and foremost supports Cloud strategy and planning, using a repeatable methodology and approach. However, do not fall into the trap of assuming a strategic approach must take a long time to complete. On 5
  6. 6. the contrary, because the Playbook steps are pre-defined, you can adapt them to the execution style you prefer – a rapid Cloud planning sprint, an enterprise Cloud strategy, or a tactical project focused on a particular business or technical problem.  Aligns business use cases to appropriate Cloud patterns: The Cloud Computing Playbook™ provides business and mission alignment for subsequent Cloud implementation steps based on identified business challenges and clearly articulated business goals or outcomes for Cloud computing.  Informs decision making processes: The Cloud Computing Playbook™ provides an end-to-end framework to inform decision making processes for your particular organization. While you may not necessarily follow every step of the Cloud Computing Playbook™, or you may add additional steps that are specific to your organization, the entire methodology provides a repeatable framework to inform decisions and make choices.  Supports an Enterprise Architecture(EA) and Systems Engineering Approach: The Cloud Computing Playbook™, augmented by the Cloud Computing Reference Model™, provides a sound Enterprise Architecture approach for the realization of Cloud computing. Leveraging Cloud Modeling, Cloud Architecture and Cloud computing patterns, the Cloud Computing Playbook™ will ensure fidelity to an EA approach as well as a systems engineering approach.1.3 Structure of the CC PlaybookThe Cloud Computing Playbook™ is comprised of four modules, which together provide an end-to-endframework for the successful planning, architecture and implementation of Cloud computing to achievepredefined business objectives. The four modules of the Cloud Computing Playbook™, shortened to CC-PB going forward, are described below:Cloud Business DiscoveryThe Cloud Business Discovery phase of the CC-PB provides the framework for performing a Cloudcomputing assessment to obtain the necessary strategic and operational context within which asuccessful Cloud computing strategy can be developed. The Cloud Business Discovery module can beused as a stand-along assessment methodology or as the first step of a Cloud Computing Strategydevelopment process.Cloud Strategy DevelopmentThe Cloud Strategy Development phase of the CC-PB is a robust strategy and planning methodology tofacilitate development of a business-aligned Cloud computing strategy that will result in business ormission success. The Cloud Strategy development phase builds on the Cloud Business Discoveryactivities, and incorporates them as inputs into the Cloud Strategy development process. 6
  7. 7. Cloud MobilizationThe Cloud Mobilization phase of the CC-PB provides assurance that the defined Cloud strategy is realisticand feasible, and paves the way for mobilization of resources to begin the formal implementation ofCloud computing as defined in the Cloud Strategy and Roadmap. The Cloud Mobilization phase alsoincorporates the requirements for Cloud education and awareness, which will create the environmentfor greater probability of Cloud success.Cloud ImplementationThe Cloud Implementation phase of the CC-PB provides a set of iterative steps to support theimplementation of Cloud Computing based on the defined Cloud Computing Strategy. The CloudImplementation phase ensures business and mission alignment to the Cloud strategy, and provides aniterative repeatable set of activities for a rapid, business-aligned and risk-mitigated Cloudimplementation.2.0 Cloud Computing Strategy Development ModuleThe Cloud Computing Strategy Development template provides a repeatable, business-alignedframework to quickly develop a formal, well-documented and actionable strategy to achieve definedbusiness objectives via a Cloud Computing strategy and roadmap. The Cloud computing strategydevelopment module builds on the Cloud Computing Business Discovery module and incorporate itsoutputs as inputs into the Cloud strategy development process.The Cloud Computing Strategy template can be completed at multiple levels in an organization – froman enterprise level, at a business unit or line of business (LOB) level, or at the project or program level.However, do not assume that a strategic approach requires a long process to complete. A formal Cloudcomputing strategy and roadmap can be completed in a relatively short time frame if the proper timecommitments can be obtained from the key stakeholders to provide input. The Cloud ComputingStrategy Development template provides guidance and recommended steps to follow to formalize aCloud Computing Strategy and roadmap for your enterprise. You may replace, add or bypass steps ifyou feel that you have already completed them.2.0 Cloud Computing Strategy Development Module2.1 IntroductionThe Cloud Strategy Development phase of the CC-PB provides a formal and strategic foundation for aCloud computing initiative. The Cloud Strategy Development module of the CC-PB helps formalize aCloud Computing Strategy and Roadmap, based on the priorities and goals identified during a CloudBusiness Discovery process. The Cloud Strategy Development template can be used as a stand-alone 7
  8. 8. methodology or as a companion piece with the Cloud Business Discovery Assessment template. TheCloud Strategy Development phase of the CC-PB is illustrated below in the orange shading below.The use and detailed process steps of the Cloud Computing Playbook™ Strategy Development templateare explained in the sections below.How to Use the CC-PB Strategy Development TemplateThe following guidelines highlight uses of the Cloud Computing Playbook™ Strategy DevelopmentTemplate:  Stand Alone Cloud Computing Strategy and roadmap development framework  As a Cloud Maturity/Cloud Readiness Framework (in combination with the CC-PB Business Discovery module)  As a precursor to a Cloud Computing implementation project  As a health check for periodic reassessments during an Enterprise Cloud project  As an input into a Cloud Computing Reference Model (CC-RM) and Cloud Computing Reference Architecture (CC-RA) project  To support a Cloud Pilot or Proof of Concept (POC) effort via a rapid lightweight Cloud strategy documentThe Cloud Strategy Development template provides guidelines for gathering of appropriate data thatwill support a robust, business or mission aligned Cloud Computing strategy, architecture andimplementation roadmap. Remember, a formally documented Cloud strategy does not have to take a 8
  9. 9. long time. However, it does require effort to get key Cloud stakeholders engaged in the process toformulate a realistic, practical yet transformative Enterprise Cloud Strategy and Roadmap.The Cloud Computing Strategy Development template can be used at an Enterprise level, at a businessunit or line of business (LOB) level, at a project level, for an Infrastructure or data center project, or at aprogram executive office (PEO) level.To get started with the Cloud Computing Playbook™ Strategy Development process, the followingsuggested pre-steps should be followed:Pre-Step 1. Confirm Preliminary Scope of Cloud Computing StrategyA critical Cloud Computing Playbook™ pre-step is to confirm the preliminary enterprise scope for yourCloud computing strategy and roadmap. Is Cloud focused on the needs of a particular agency, division,operating unit, or is it an Enterprise Cloud Computing Strategy? Is Cloud to be focused on a particulartechnology domain, e.g. Enterprise Infrastructure or Data Centers, or in the Application Hosting orPlatform as a Service (PaaS) areas. Based on a Cloud computing scope hypothesis, you can identify keystakeholders of our Cloud Strategy and Roadmap, and then ensure that your Cloud strategy incorporatestheir goals and objectives, while providing a framework to align and reconcile common and diverseinterests and requirements.Pre-Step 2: Confirm Cloud Computing Stakeholders in the organizationAnother key preliminary step to the Cloud Strategy Development process is to confirm the key CloudComputing stakeholders on your organization, by role and title. Documenting key stakeholder will helpensure your Cloud strategy will support the business and technology interests of the enterprise, whileprioritizing key requirements and managing expectations. The following table may be useful foridentifying and documenting Cloud stakeholders and their objectives and concerns. Cloud Stakeholder Organization Cloud Goals and Cloud Concerns Comments Represented Objectives and RisksBusiness Unit Executive Business Unit XXXBusiness Unit CIOCorporate CIOCorporate CTOChief Architect /Enterprise ArchitectureIT Operations Executive 9
  10. 10. PMO/ProjectManagementInfrastructureEngineering/ProvisioningData CenterManagementIT RelationshipManagementOnce you have documented key Cloud stakeholders, you can begin the Cloud Strategy Developmentprocess.2.1 Develop Cloud Vision, Mission, Goals and ObjectivesPurpose: This section documents the enterprise Cloud Vision, Mission, Goals and Objectives that theCloud Computing Strategy and Roadmap must support. The content from this section may bedeveloped through dialog with stakeholders, or can be facilitated through a Cloud Visioning Workshop.The following information will support documenting the Cloud Vision, Mission, Goals and Objectives:  Review Cloud Imperatives from the Cloud Business Discovery documentation  Review Cloud Business, Economic/Financial and Technology outcomes or goals from the Cloud Business Discovery documentation  Develop a Cloud Vision and Mission Statement based on the Cloud Business Discovery data, either as an offline activity, with a Cloud Computing core team, or via a workshop attended by a subset of Cloud stakeholders. (Alternative: Schedule a Cloud Visioning Workshop with Executive Stakeholders)  Define clear Cloud Goals and Objectives that support the Cloud Vision and Mission Statement (Alternative: Schedule a Cloud Goals and Objectives Workshop with key Enterprise Stakeholders)  Prioritize the Cloud goals and objectives with the stakeholders, based on the business imperatives of the enterprise. Document the prioritized list.  Review and iterate Cloud Vision, Mission Statement, Goals and Objectives  Socialize with key stakeholders and finalize the Cloud Vision, Mission, Goals and Objectives. 10
  11. 11. 2.2 Develop Cloud Opportunity RoadmapPurpose: This section summarizes leverages Cloud Vision, Mission, Goals and Objectives to define apreliminary Cloud Opportunity Roadmap as a key input into the Cloud computing strategy. The CloudOpportunity Roadmap attempts to identify and prioritize various Cloud opportunities or projects withinthe enterprise, preferably using the Cloud Computing Reference Model and Reference Architectureartifacts to document or describe each opportunity. The following activities are performed in this task:  List the major Cloud opportunities, including new Cloud opportunities as well as pending or current Cloud projects underway, that may exist in your enterprise  Prioritize the Cloud opportunities based on business, economic and technology imperatives documented in the Cloud Business Discovery module  Evaluate Cloud opportunities based on risk, effort, level of investment, value to the enterprise, and other appropriate criteria  Finalize the Cloud Opportunity Roadmap prioritization and sequencing  Obtain stakeholder agreement on the Cloud Opportunity Roadmap  Finalize Cloud Opportunity Roadmap and Summarize Cloud Strategy Findings2.3 Develop Cloud Business Scenarios/Use Cases, Vignettes and User StoriesPurpose: This section documents anticipated Cloud computing business scenarios and use cases tofacilitate Cloud strategy and planning, modeling and architecture, and eventual implementation. Cloudbusiness scenarios or use cases are developed from the Cloud Opportunity Roadmap defined in 2.2above, in priority sequence. If there are several opportunities in the Cloud Opportunity Roadmap,select 3-5 as the top priorities.Business scenario planning, use cases, user stories, or vignettes may be used to document Cloudapproaches you anticipate for your enterprise. In DoD and/or Federal Government accounts, Conceptsof Operations (CONOPS) or mission threads may also be used to document business or operatingscenarios. The following activities are performed in this submodule:  Document Cloud business scenarios, operating models via vignettes, use cases or user stories  Validate business scenarios and use cases with appropriate stakeholder reviews  Describe the business or mission intent or impact of the business scenarios or use cases 11
  12. 12.  Finalize business scenarios, use cases or vignettes for prioritized Cloud opportunities2.4 Develop Cloud Computing Reference Model and Reference ArchitecturePurpose: This section applies the Cloud Computing Reference Model (CC-RM) to the specific needs ofthe organization, following the Cloud Modeling and Architecture process described in “Executive’sGuide to Cloud Computing (Marks and Lozano, 2010, Wiley & Sons. The following activities areperformed in this task:  Apply the CC-RM to define the four CC-RM submodels as listed below: o Define the Cloud Enablement Model o Define the Cloud Deployment Model o Define the Cloud Governance and Operations Model o Define the Cloud Ecosystem Model  Apply CC-RM to prioritized business scenarios to develop appropriate Cloud Patterns that support those business scenarios and use cases o Cloud Enablement/Technology Pattern(s) o Cloud Deployment Pattern(s) o Complete the remainder of the CC-RM based on finalized Cloud Patterns (Governance and Operations Model, Cloud Ecosystem Model)  Validate the Cloud patterns with key stakeholders  Finalize Cloud Pattern documentation2.4.1 Define CC-RM Cloud Enablement RoadmapPurpose: This section documents the Cloud Enablement Model and the appropriate Cloud enablementroadmap necessary to support identified business requirements. The Cloud enablement Roadmap mapsbusiness requirements to Cloud patterns, by Cloud enablement tier, in a sequenced fashion based onrealistic implementation increments. The following activities are performed in this task:  What Cloud Enablement Tiers are in the scope of the Cloud Strategy?  What Cloud Enabled resources are required in the Cloud solution scope and support the Cloud business scenarios and use cases?  Document the Cloud Pattern(s) that are anticipated for the business scenarios and use cases 12
  13. 13.  Document the Cloud Enablement Roadmap using the approach in Appendix A2.4.2 Define CC-RM Cloud Deployment RoadmapPurpose: This creates a Cloud Deployment Model roadmap, or the sequencing of Cloud Deploymentsbased on identified business requirements modeled via Cloud Patterns. The Cloud Deployment modelshould document the Cloud Patterns, comprised of combinations of Cloud Enablement Patterns andCloud Deployment Patterns. The following activities are performed in this task:  Confirm the Document Cloud Deployment Model  Document the sequence of Cloud deployments based on business requirements, business scenarios and use cases, and documented Cloud patterns  Document the Cloud Deployment Roadmap  Review the Cloud Deployment Roadmap with key Cloud stakeholders  Summarize the Cloud Deployment Roadmap2.4.2 Define CC-RM Cloud Governance and Operations RoadmapPurpose: This creates a Cloud Governance and Operations roadmap based on identified businessrequirements modeled via Cloud Patterns. The Cloud Governance and Operations model shoulddocument the necessary Governance, Management and Monitoring, Operations and Support, andSecurity and Privacy requirements that will be necessary for your target Cloud strategy. The followingactivities are performed in this task:  Define and Document Cloud Governance, Behavior and Cultural requirements for your Cloud Strategy o Document the Cloud Governance Lifecycle Requirements based on target Cloud patterns o Document target behavioral model and cultural factors supporting your Cloud strategy  Define and Document the Cloud Management and Monitoring roadmap that supports the Cloud strategy o What Cloud management, service management and other management and monitoring tools are necessary? o What sequence of these tools and capabilities best supports the Cloud strategy?  Define and Document Cloud Operations and Support roadmap based on Cloud patterns 13
  14. 14. o What operations processes, capabilities and technologies are necessary? o What is the support model for your Cloud patterns? What levels of support are needed?  Define and Document Cloud Security and Privacy roadmap based on Cloud Patters and target business scenarios and use cases o What security and data privacy requirements emerge from Cloud Enablement Model patterns? o What security and data privacy requirements emerge from the Cloud Deployment Patterns, e.g. private Cloud vice public Cloud vice Hybrid Cloud? o NOTE: A Cloud Enablement Pattern will have fundamentally different Governance, Security, Management/Monitoring and Operations/Support requirements based on the choice of deployment models, e.g. public versus private cloud. o Develop Cloud Security and Privacy roadmap  Review Cloud Governance and Operations Roadmap with Key Enterprise Cloud Stakeholders  Summarize Cloud Governance and Operations Roadmap2.4.4 Define Cloud Ecosystem RoadmapPurpose: This section develops the Cloud computing Ecosystem Roadmap. The Cloud Ecosystemcreates the environment where Cloud consumers and providers are connected to one another viareliable networks, and have the full range of Cloud capabilities available, accessible and reliably providedas part of the ecosystem This section also explores the Cloud standards, and integration andinteroperability requirements to create and sustain a Cloud Ecosystem. The following activities areperformed in this task:  Define and develop Cloud Ecosystem roadmap based on the four elements of the cloud Ecosystem o Cloud Ecosystem Enablement: Tools, technologies, processes that support creation of a Cloud Ecosystem that enables providers and consumers to interact via a Cloud business and operations model o Cloud Standards, Integration and Interoperability o Cloud Consumers and Provider Interaction, Cloud Enablement Continuum from Providers to the full range of Cloud Consumers 14
  15. 15. o Cloud Network/Dial Tone Access and Availability  Determine Cloud Ecosystem requirements in scope of your Enterprise Cloud Strategy and roadmap  Document Cloud Ecosystem roadmap[ that supports and enables your Enterprise Cloud Strategy  Review Cloud Ecosystem model with key Enterprise Cloud Stakeholders; obtain feedback and finalize  Summarize Cloud Ecosystem Model Roadmap2.5 Define Cloud Computing Reference ArchitectureOnce the CC-RM is completed, the Cloud Computing Reference Architecture (CC-RA) is developed. TheCloud Computing Reference Architecture (CC-RA) developed categories of appropriate technologies thatsupport and align to the Cloud Computing Reference Model (CC-RM). The following activities areperformed in this sub-module:  Develop the Cloud Reference Architecture (CC-RA) o ID categories of technologies that map to the CC-RM and support target Cloud Patterns based on identified business scenarios and use cases o Document the technology categories, as well as potential vendors that satisfy those technology bins o Validate CC-RA with key stakeholders o Finalize the CC-RA for use in next phases of the CC-Playbook™  Summarize and finalize the documentation for the CC-RM and CC-RA2.6 Document Cloud Computing Risk Mitigation ModelPurpose: This section identifies key Cloud computing risks and concerns, and develops appropriate riskmitigation solutions for those prioritized risk areas and concerns. The following activities are performedin this task:  Review the Cloud computing barriers and obstacles identified during the Cloud Computing Playbook™ Business Discovery module  Document key Cloud computing risk areas and concerns as stated by key Cloud stakeholders o This information may be obtained in a workshop or working session focused on identifying Cloud risks, concerns, and identifying risk mitigation tactics 15
  16. 16.  Develop consensus on the key risk areas, as well as specific risks or concerns within each risk area, e.g. security, technology immaturity, ROI uncertainty, operational issues, et al  Prioritize Cloud risks and concerns using stakeholder input  Document impact of each risk/concern on the target Cloud strategy and roadmap  Develop mitigation tactics for each Cloud risk/concern; evaluate the effectiveness of each mitigation action  Finalize documented Cloud risks and concerns, risk mitigations, and Cloud strategy implications for inclusion in Cloud Strategy and Roadmap2.7 Define Cloud Funding/Budgeting, Incentives & Behavioral-Cultural ModelPurpose: This section identifies key Cloud funding and budgeting requirements, as well as incentivemodels, cost recovery models, and behavioral-cultural incentives to align the organization to theEnterprise Cloud Strategy and Roadmap. The following activities are performed in this task:  Based on the CC-RM and CC-RA, and target Cloud Patterns that support prioritized business scenarios, determine the necessary Cloud Funding and Budgeting Model o Initial Cloud Strategy Funding and Start-up costs o Ongoing Cloud operations and sustainment funding o Define Cloud Incentive Models to transition to target Cloud patterns based on CC- RM,CC-RA and identified Cloud Patterns o Determine ongoing governance, management, operations and support costs  Determine cost recovery, charge back and other shared services funding mechanisms necessary to achieve Cloud success for targeted Cloud Patterns  Define Behavioral and cultural obstacles, barriers and challenges anticipated in your enterp4ries o Reverse engineer mitigations and solutions to overcome cultural obstacles, barriers and challenges  Finalize Cloud Funding & Budgeting Model, Charge Back and incentive models, and behavioral- cultural requirements  Summarize the Cloud Funding and Budgeting Model 16
  17. 17. 2.8 Define Cloud Metrics and Scorecards (Aligned to Business Objectives andOperational Parameters)Purpose: This section identifies Cloud metrics and scorecards to help monitor key process parameters,operational requirements and critical success factors for the Cloud strategy. The following activities areperformed in this task:  Identify Cloud metrics aligned to business goals and objectives, operational requirements, and financial goals  Ensure operationalized Cloud goals and objectives have appropriate metrics associated for them  Determine appropriate instrumentation and automation requirements to ensure Cloud metrics can be implemented, e.g. SLA management, monitoring and management tools, as well as business intelligence tools, dashboards, et al  Determine scorecard model that aligns all metrics into a robust Cloud metrics dashboard supporting ongoing measurement, evaluation and learning from Cloud strategy  Define Cloud metrics/scorecard roadmap and implementation plan  Summarize Cloud Metrics and Scorecards definition2.9 Develop Cloud Business/Operations Model and Business CasePurpose: This section defines and documents the business and operating model and supportingbusiness case for Cloud computing based on the desired goals and objectives of the Cloud Strategy.Depending on the Cloud strategy, there will be changes to the business model, operating model, and ITsupport model of your enterprise based on the desired Cloud strategy. IN addition, the business caseand economic model that supports those changes must be explored, documented and clearlyunderstood to ensure objective decision making and stakeholder support for the Cloud strategy. Thefollowing activities are performed in this task:  Based on target Cloud strategy, document the business/operations model that will support this Cloud strategy and roadmap o Describe the business model and/or operations model that the Cloud strategy enables o Describe key business/operations processes that characterize the new Cloud-enabled business/operations model o Describe anticipated financial/economic/incentive model realized through the Cloud Business model, e.g. becoming an internal Cloud Service Provider, providing an Application PaaS to enterprise developers, Lab Consolidation leading to a chargeback reduction to the business units, et al 17
  18. 18. o Summarize the Cloud-enabled business and operational model  Define the Cloud business case and economic model that supports the defined business/operations model o Define Cloud investments necessary for scope and duration of Cloud Strategy o Define Cloud return on investments anticipated, including both hard and soft ROI, such as hard savings and cost avoidance savings o Explicitly document all assumptions made in order to develop the investment and ROI model o Map Cloud ROI model to Cloud benefits documented above to ensure all benefits with economic/ROI impact are captured in the ROI model o Map Economic benefits to Cloud Enablement Roadmap tiers to show the benefits and ROI to the various Cloud consumers within the scope of the Cloud strategy o Review and validate business/operations model and business case/economic model with key Cloud stakeholders o Finalize business/operations model and Business Case/Economic model based on Cloud Strategy2.10 Finalize Cloud Computing Strategy and RoadmapPurpose: This section finalizes the Cloud Strategy and Roadmap, completes the documentationsupporting the Cloud Strategy and Roadmap, and prepares your organization for the transition phase ofCloud computing. The following activities are performed in this task:  Compile all Cloud Computing Strategy Development documentation  Review and refine Cloud Computing Strategy content with key stakeholders  Obtain feedback, revise, refine and iterate Cloud strategy  Finalize and Socialize Cloud Strategy and Roadmap with key stakeholders  Assign Business Champion accountable for Cloud Strategy execution  Transition to the Cloud Mobilization Phase of Cloud Computing Playbook™ and prepare for Cloud implementation planning 18
  19. 19. SummaryThe Cloud Strategy Development template, based on AgilePath’s Cloud Computing Playbook™, providesa strategic business methodology for implementing Cloud computing technologies to realize a set ofpredefined business outcomes. As with the football metaphor, AgilePath’s family of Playbooks™emphasize a strategic approach to a particular problem domain, and help establish a set of concreteactions or plays that result in the targeted business outcomes.For your enterprise, you should leverage the steps and ideas that make sense in the context of yourparticular challenges. Feel free to adapt this strategy framework to your planning processes. The CloudComputing Playbook™ Strategy Development template can be used standalone, or you can leverage itscompanion piece, the Cloud Computing Playbook™ Business Discovery assessment template, as an inputinto the Cloud Strategy process.As with all of our methodologies, artifacts and thought leadership materials, visit www.agile-path.comfor updated versions of these templates, and additional whitepapers and webinar content that may beuseful to your efforts. To speak with our team about this content, please contact Sandra Callahan,Director of Business Development, at scallahan@agile-path.com. 19

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