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TransitionManager Cloud Migration Software
- 2. CONFIDENTIAL tdsi.com Orchestrate, Mitigate, Accelerate 17 years of complex cloud migration and data center experience – 400 plus highly satisfied clients Successfully orchestrated over 250,000 applications and one million workloads across dozens of technology platforms Orchestrating and accelerating the analysis, planning and execution of complex migrations, disaster recovery projects, resiliency initiatives and application rationalization programs. TransitionManager has been recognized by industry analysts, press and leading technology companies 2
- 3. CONFIDENTIAL tdsi.com Managing change is hard 3 More Pain More Risk More Money More Time Needed Best of breed tools work well, but IT needs them to work together - as a toolchain Business units operate in silos with different priorities, data, tools constraints, requirements Automation accelerates tasks, but IT must orchestrate machines and humans to remove risk
- 4. CONFIDENTIAL tdsi.com 4 Become agile, accelerate adoption of new technology, and drive innovation Keep existing infrastructure, legacy applications, and systems running and secure IT must drive change & manage resilience To support rapidly changing business demands, IT must do two seemingly different things: Drive Change Manage Resilience
- 5. CONFIDENTIAL tdsi.com Accessing accurate and actionable data stored in multiple tools, files, databases Analyzing and planning change across project teams is time consuming and can be territorial Executing change is high risk and can bring down entire systems 5 All IT projects have similar challenges
- 7. CONFIDENTIAL tdsi.com CONSIDERATIONS Discover and Assess • Applications, services, containers add complexity • Multiple clouds, multiple datacenters • App-app, app-services, app-server dependencies Analyze and Plan • Alignment with corporate cloud strategy • Low complexity vs high complexity workloads • Legacy application restrictions, limitations Execute and Respond • OOTB transport tools • Coordinated sequence of human / machine tasks • Right cloud, right time Operate and Comply • Workload placement requirements may change • New hosting options require ongoing re- assessment • Compliance and performance requirements 7 CHALLENGE Requires understanding your environment, alignment with business goals, and an execution plan that is efficient and doesn’t cause outages. Cloud Migrations
- 8. CONFIDENTIAL tdsi.com CONSIDERATIONS Discover and Assess • Application level dependencies • Rogue resources • Asset relationships across hosting sites Analyze and Plan • Large events require lots of resources • Fewer events accelerate project time • Business unit schedule constraints Execute and Respond • Parallel workstreams accelerate project • SLAs, RTOs, RPOs • Sequenced automated and human tasks mitigate risk Operate and Comply • Infrastructure changes may impact dependencies • New hosting sites require re-assessment of assets • Actionable data drives accurate decisions 8 CHALLENGE Move highly complex environments within a specific time frame, while considering business unit constraints, staffing levels, security and compliance requirements. Data Center Migrations
- 9. CONFIDENTIAL tdsi.com CONSIDERATIONS Discover and Assess • Application recovery groups span hosting sites • Asset dependencies may not be current • Unmanaged assets may exist Analyze and Plan • Recovery method alignment with app criticality • Application dependencies can cross criticality tiers • Unique compliance requirements for business units Execute and Respond • Recovery steps may involve humans and machines • Audit reports required for compliance • Complex recovery plans may stall, fail Operate and Comply • Software, hardware changes affect app recovery groups • Accurate plans require actionable data • New business, regulatory requirements may emerge 9 CHALLENGE When outages occur, IT must be able to identify application recovery groups and restore service to meet RTO, RPO and compliance requirements. Disaster Recovery
- 10. CONFIDENTIAL tdsi.com Integrate with other systems to invoke actions and capture data Aggregate data from disparate sources Visualize application dependencies spanning hybrid environments Validate accuracy, priority of data source Collaborate across business silos Analyze data, business facts Automate dynamic creation of runbooks and data ingestion Orchestrate execution of human and machine tasks 10 What if ONE PRODUCT could…
- 11. CONFIDENTIAL tdsi.com 1111 We accelerate IT change, mitigate risk and drive efficiency. TDS’ proven migration methodology, built into our TransitionManager software, drives real results, including up to: • 35% increase of time from discovery to execution • 30% less time and resources needed to migrate • 50% reduction in number of migration events • 40% decrease in total project labor costs • 25% lower costs execution costs
- 12. CONFIDENTIAL tdsi.com CLIENT SUCCESS STORIES Cloud & DC Migration Global Automotive Manufacturer Combining North American businesses, consolidating apps, systems & infrastructure Selected SI fell behind, complex transformation, slow to act/decide, limited cloud experience 1600 apps migrated, project back on-schedule Cloud Migration Factory Global Technology & Services Drive revenue to their cloud, reduce operate costs, accelerate adoption, protect accounts Cost to migrate too high, fragmented toolchain, onshore + offshore teams, time to migrate Reduced migrate costs by 43%, time-to-value BOTTOM LINE RESULTS Data Center Consolidation Multi-National Financial Services Significant M&A activity, 50+ datacenters, End of life & consolidation, cost synergies Stringent security requirements, complex org, disparate teams, highly risk averse Accelerated program by 50%, reduced staffing
- 14. CONFIDENTIAL tdsi.com Extend investment of existing tools across enterprise by creating value stream Coordinate data flow cross ITSM systems, files, databases and assessment tools Invoke actions in transport tools and other systems 14 Integrate
- 15. CONFIDENTIAL tdsi.com Accelerate project start with automated data ingestion from multiple sources Generate asset groups for planning and executing tasks Improve communication with automated team notifications and real-time dashboard updates 15 Automate
- 16. CONFIDENTIAL tdsi.com Consolidate data from disparate tools and filter out duplicates and unnecessary information Normalize data into consistent, actionable format with Extract-Transform-Load (ETL) engine for freshness, format, business priority Prioritize preferred data sources 16 Aggregate
- 17. CONFIDENTIAL tdsi.com Identify all IT assets across hybrid environments through interactive map Map application and workload dependencies Find rogue assets, shadow IT, unused resources, performance bottlenecks 17 Visualize
- 18. CONFIDENTIAL tdsi.com One-click confirmation of asset details Confirm asset interrelationships visually Verify data is actionable – correct prioritization of sources, most current and relevant data 18 Validate
- 19. CONFIDENTIAL tdsi.com Provide consistent view of real-time data to all team members Break down silos and build trust between IT and business with transparency, cooperation Incorporate critical business facts and requirements into decision-making 19 Collaborate
- 20. CONFIDENTIAL tdsi.com Test and plan future state with AI driven analytics Evaluate multiple asset properties in data model easily, visually with color coding Organize and view data with graphs, reports, ad-hoc queries 20 Analyze
- 21. CONFIDENTIAL tdsi.com Coordinate the execution of sequenced human and machine tasks, eliminate risk Manage execution of multiple, parallel workflows across teams, IT assets, and hosting sites Create value stream from disparate tools, tasks, and people 21 Orchestrate
- 22. CONFIDENTIAL tdsi.com CLIENT SUCCESS STORIES Cloud & DC Migration Global Automotive Manufacturer Combining North American businesses, consolidating apps, systems & infrastructure Selected SI fell behind, complex transformation, slow to act/decide, limited cloud experience 1600 apps migrated, project back on-schedule Cloud Migration Factory Global Technology & Services Drive revenue to their cloud, reduce operate costs, accelerate adoption, protect accounts Cost to migrate too high, fragmented toolchain, onshore + offshore teams, time to migrate Reduced migrate costs by 43%, time-to-value BOTTOM LINE RESULTS Data Center Consolidation Multi-National Financial Services Significant M&A activity, 50+ datacenters, End of life & consolidation, cost synergies Stringent security requirements, complex org, disparate teams, highly risk averse Accelerated program by 50%, reduced staffing
- 23. CONFIDENTIAL tdsi.com 23 IT Transformation s DR and ongoing IT resilience IT Ecosystem Best-of-breed tools must work together to orchestrate change and mitigate risk
Editor's Notes
- TDS has over 17 years of experience helping hundreds of enterprise customers with complex cloud and data center migrations. Our practitioners built TransitionManager specifically to help manage and orchestrate these complex projects – with zero unplanned downtime While many organizations use spreadsheets to manage complex change, TDS realized that an organization’s own staff has access to or tribal knowledge of the best data in an organization. We created a collaborative platform where a consolidated source of data could be shared with all project stakeholders, across business silos, to validate data and incorporate business facts into decision making. We automated the creation of the creating of runbooks that orchestrate the sequence of human and automated tasks to remove risk when executing change. Our customers have commented that before seeing their environment in TransitionManager, they never really knew how complex their environments were – they call our visual map of their assets across IT as “the brain” that helps them understand the interrelationships across hybrid environments. And our partners leverage TM to mitigate their risk and accelerate project delivery as it provides them insight they did not have to quickly identify low complexity workloads ready to move, as well as to understand highly complex distributed applications.
- Key take aways: IT has always been a place of change, but the pace of change and the scope of change are both increasing due to the increased role of IT in supporting strategic initiatives Managing change is hard because any change, no matter how small, can have an impact on other systems – and the impact can be unexpected and the cause hard to discover More change *can* cause more pain, risk, money, and extend the amount of time it takes to complete anything in IT -------- IT has always been a place where change is the norm, because all aspects of IT involve managing and executing some kind of change. This includes everything from traditional tasks like implementing new infrastructure, updating systems, updating IT ops and services systems, adopting new sottware, or adopting new processes and practices like DevOps, and tools for provisioning, transporting, discovering, sizing, virtualizing, recovering and rerouting workloads. `merged and show promis new technologies more quickly, and maintain the infrastructure, security, and systems that support these new services. . Managing and executing change has always been a challenge, but it is increasingly difficult due to the accelerated pace, volume, and continuous level of change. 1) IT has many purpose built tools to access data, manage, plan, and execute change. Some examples: CMDB, DCIM, asset auto-discovery and other data capture and storage tools Network, system, and infrastructure monitoring and performance products Cloud analytics – performance, assessment, service automation Configuration tools for systems, infrastructure, networks Service management – help desk, service / incident management Security and risk management Operations and policy management And, while these tools are are very good at what they do, they were not built to work together - - but IT needs them to work together – to share information. 2) It projects span across business silos – and IT must plan and execute change with an understanding and consideration of the goals, constraints, priorities, and requirements of different business units. 3) With all businesses relying more on IT to drive change and digital innovation, many organizations are turning to automation to accelerate the pace of change to meet rapidly changing business demands. Automation accelerates discrete tasks that don’t require a human component. But IT needs to coordinate – or orchestrate – the execution of many tasks, in the correct sequence, often in parallel workstreams to deliver the type of change business requires. Some tasks are automated, but others are human tasks, or checkpoints for tasks. Automation adds speed, but orchestrating both human and automated tasks removes risk from the process. ---------------- Summary: As both the pace of change and the responsibility of IT continue to expand, it becomes more difficult to manage change. Because businesses depend on IT to deliver engaging customer experiences, and drive innovation – the risks are great.
- Key take aways: IT is being asked to do two seemingly different things: Quickly adopt new technology, change how they operate, and drive innovation Maintain core business systems and infrastructure, even on legacy systems, and ensure they are secure and running without disruption ---------------- Today, more businesses depend on IT to achieve business goals and strategic initiatives. These business demands are rapidly changing, and this means IT must be able to move quickly to support strategic goals. It’s often said that at some level, every company is a technology company because technology has become the foundation of being able to deliver services, and create engaging customer experiences. This means IT must become agile, accelerate their pace of change, adopt new technologies more quickly and new ways of enabling users to use technology. And yet, IT has traditionally controlled access to software, hardware, and systems. As new technologies are adopted to drive innovation and deliver services to customers, companies need to enable users to have access to systems, devices, applications, and services in different ways – and more quickly. While it seems that IT is required to do two seemingly different things – i.e., be drivers of change and manage resilience - these two things are actually quite similar. Because change – regardless of how small – can have an impact on other systems. Whether it’s updating and maintaining legacy infrastructure, or moving workloads to the cloud, IT needs to understand their environment to manage the change, and execute on the change while removing the risk of disrupting business services. IT must move fast and be willing to change how they have done things in the past and at the same time, ensure that core business systems keep running and are secure IT must adapt to new policies, processes, and security practices that enable users to access and use --------------------- Summary: IT plays a critical role in an organization’s ability to meet strategic goals. It is the foundation of how an organization can deliver new services and innovation through technology to grow revenue, and again customer satisfaction.
- Key take aways: All projects across IT require the same things Access to actionable data The ability to plan and collaborate with affected business units and stakeholders and include key business facts in decision making The ability to execute change without bringing critical systems down And getting any of these things is a big challenge. ---------------------- Anything IT does – from provisioning new employee machines, to migrating workloads to the cloud, to delivering complex migrations – all require the same three steps. Access to actionable data Ability to plan and collaborate across business silos Ability to execute change without disrupting business Each of these three steps are described in detail below along with the challenges faced at each step. But there are also overarching challenges: Purpose built tools for each step are very good at what they do but they don’t work together. IT must link together data from different tools and different steps, but silo tools don’t share data, and don’t have an awareness of other tools or that they are part of a larger process. The ability to plan change requires the ability to see, view, analyze and manipulate data. When data is in spreadsheets, humans cannot readily identify patterns or make decisions. The ability to execute change requires coordination – or orchestration. Tasks that are completed by either humans or machines must be executed in the correct sequence. But, automated tools don’t have an awareness of being part of a process, they merely focus on completing a discrete task Actionable data: data that is complete, relevant, normalized, accurate, fresh and necessary about the IT environment to be used for decision making The challenge: Data is stored across multiple tools – different CBMDs, databases, files, ITSM products. Some data is stored as tribal knowledge, locked away in some employees’ heads, or stored in files or notes. You need to know it exists to know to look for it. Different users have access to different data sources – no one person has access to all data. IT data sources do not include business facts – different business units have different compliance requirements, black out periods, data storage requirements, security needs, rates of data collection and retention Most organizations consolidate data into spreadsheets which makes it difficult to identify For any project or task, IT needs access to actionable data – data that is accurate, current, normalized, relevant and necessary about the IT environment for decision making. Data is hard to get because there are many places it’s stored, accessible by different users, with different data types, different data points, and different levels of freshness. 2) Analysis and Planning The Challenge: Difficult to identify patterns, relationships across assets when using complex spreadsheets. Easy to add human error into planning with spreadsheets Actionable data is not consolidated into a single data source that is accessible by all members of a project team Analysis and planning decisions are made through multiple meetings that include different team members for different stages The ability to test plans with a future models is difficult using spreadsheets It’s difficult to identify all business units SLAs and critical applications and their RTOs and RPOs that must be tracked and incorporated into any plan 3) Executing change The challenge Any change can bring a system down so IT must account for all dependencies before moving or shutting down applications It is difficult to identify dependencies across assets Work streams that execute in parallel may not all complete successfully – if a step fails, all project team members need to be able to know what happen and take corrective action Automated tasks may fail and require human intervention Tasks may be executed out of sequence if all team members do not have the most current task plan If an asset is moved or hardware is replaced and changes are not made to a plan, the plan can fail Summary: Whatever IT has to do, it needs actionable data, the ability to share that data for planning and decision making, and the ability to execute without disrupting business. Whlie there There are no systems
- Key take aways: TransitionManager is used for all types of change across IT. Some of the major use cases are highlighted here. -------------------- Cloud migrations, data center migrations and disaster recovery event are three major use cases for TransitionManager. They are all similar and will be covered in more detail in the following slides. Migrations are actually planned disaster recovery events. Systems are shut down Systems must be restored to service and meet application RTOs and RPOs Accurate data is required to know what steps to take in what order to properly shut down and restore servic TransitionManager accelerates all of these major use cases by Providing IT with access to actionable data Enables IT to quickly visualize the steps to shut down and then restore service Using on-the-fly automated runbooks that outline the specific steps needed to be executed in a specific order to eliminate unplanned service outages for critical business applications --------------------- Summary Whether large or small, simple or complex, migrations and DR events are very similar and require that IT understand the relationship between assets and perform the correct steps in the right order to manage change without risk.
- Key take aways: To successfully migrate the cloud, IT must have a clear understanding of hybrid environments, application interdependencies, and align with a corporate cloud strategy ----------------------- IT faces challenges in doing cloud migrations because they often don’t have access to all the data that they need Data is spread across hosting sites Applications often access multiple databases, web services, and other applications New applications and workloads leverage microservices and containers that exist for short periods of time Applications often have dependencies on other applications or assets with different levels of criticality to business For example, a Tier 1 business critical application may make calls into another application that is a Tier 3 application Because a Tier 1 app may have different requirements for hosting than a tier 3 app, but the tier 1 app requires the tier 3 app to run, the tier 3 app must be elevated to a tier 1 app to ensure they remain able to communicate Some orgnaizations want to accelerate their move to the cloud and expect a percentage of apps to be migrated within a certain time period Some applications are highly complex with many dependencies, others are low complexity and can be easily moved to another environment IT cannot easily discern which workloads are complex and which are not from spreadsheets There are many transport tools that claim to be one-click, easy to use solutions to migrate workloads to the cloud quickly The challenge is that these tools expect that all the hard decision making and planning has already been done That is, if IT tries to move a complex app with one-click ease, this transport tool may move the app – but not all of its dependencies, and cause a service outage Some cloud environments have OS limitations – customers have standardized on a cloud platform only to realize their apps are not supported on that platform Some workloads have regulatory requirements that restrict their ability to be run off site and in a public cloud Legacy applications may not generate the performance benefits and cost savings that an organization’s cloud strategy was based on Legacy applications may have latency issues if they are too far from mainframes and other systems they need ----------------- Summary: IT is faced with challenges at every step of a cloud migration. They need a set of tools that will work together to share assessment data, performance data, cost and sizing data – and use that data to identify low complexity applications that are cloud ready, and apps that can be migrated with a clear set of coordinated steps to ensure that all the dependencies for that app are moved at the same time, and within the right window.
- Key Take aways: Data center migrations are highly complex environments that must be evacuated by a specific data or organizations will incur significant costs. Most organizations do not have staffing levels to accommodate multiple, large move events, and most do not have staff that is experienced in a migration. IT needs away to be sure that all assets are moved from one location and restored in another without any unplanned service disruptions, and adhere to all RTO RPO SLA and compliance requirements. The tools available to IT, or complex spreadsheets, do not enable IT to perform complex migrations in an efficient way without introducing significant risk into the process. ------------------------ Data Center migrations require that IT understand al dependencies from the application level Most IT tools focus on application – infrastructure relationships and not app – app, app – server, or app – service dependencies. Understanding dependencies from the perspective of the application is critical as it is applications that deliver business services, and that cannot be disrupted. Planning and coordinating complex events like migrations is often done in multiple meetings, requiring many resources All resources have full time roles with other responsivities Complex projects span months, even years, because each move group must be small enough to isolate risk of service disruption IT and business both continue to operate during complex migrations – and this means more change is being done in an environment This requires revising planning spreadsheets whenever change is made, and remapping proposed move events – and it requires more meetings -------------------------- Summary: Migrations are highly complex events that require significant planning and orchestration of tasks. During the planning and execution, change is still occurring across IT, requiring planning interruptions and changes. Accurate and actionable data is not guaranteed as multiple changes to a plan can increase risk.
- Key take aways: DR plans that are maintained in documents are out of data as soon as they are published. IT is a dynamic environment of change, and any recovery plan has to be based on an accurate representation of an IT environment and application level dependencies. ------------------------ 80% of all outages are not due to a disaster but instead to human or operational error. When an outage occurs, IT must be able to quickly identify the applications that were affected and all the resources that they depend upon, as wel as the RTO RPO and business SLAs for each application Most DR plans are written in word documents and placed on a shelf – they are out of data as soon as they are published because IT is an environment of change and any DR plan must be based on accurate data DR recovery methods need to align with a company’s corporate strategy and be based on the criticality of the apps to the business.
- Key take away: IT needs a product that can Make what they already have work together Leverage their investment in best of breed silo tools, and get them to work together as a tool chain Ensure IT always had actionable and relevant data for any IT Project Provide a way for all stakeholders to access and evaluate the same data across business silos Orchestrate the flow of data from disparate tools and actions across humans and machines to execute change - - -and eliminate risk --------------------- This slide capture the key value that TransitionManager provides It isn’t “yet another tool” - - -it is a product that brings more value to the existing tools that IT already has by integrating with them. TM can extract data from them, and invoke actions across other tools And, with its dynamic runbooks, TM can map dependencies across assets and build the correct sequence of human and automated tasks to eliminate risk when performing any type of change across IT
- Hover over lower left space below TM logo and you will see ability to play the product video, full screen. Key take away: This product DOES exist – and it’s TM --------------- TransitionManager was built by practitioners for practitioners to manage complex change across IT. It accelerates project velocity It enables IT to use fewer resources It minimizes the number of events needed to execute change And it significantly reduces the cost and time to conduct complex initiatives across IT
- Key take away: TransitionManager helps IT do two seemingly different things at the same time - - it helps it accelerate change while eliminating risk. TM does these 8 key areas of functionality that will be described on the next 8 slides
- Key take away: Leaders, managers, doers all benefit from TransitionManager’s ability to integrate with existing tools across the enterprise IT can build its own tool chain with the existing tools it has Using existing investment in products and skills, IT can now access data from disparate tools, coordinate its flow across different project phases and different tools ,and invoke actions in products TM can capture data from sizing, assessment, and monitoring tools as well as trigger actions within them TM can also pass data to automated transport tools and invoke actions TransitionManager automates the generation of runbooks that will orchestrate the tasks and actions across different tools in a tool chain, enabling business and IT to get more value out of their existing tools by using them together
- Key take aways: TM has an automated data ingestion engine that integrates easily with market leading data sources TM ingests only the data it needs, filtering out the noise, and accelerating project start time TM automates the generation of groups of assets to move together when executing tasks – using built in AI functionality, TM will recommend move groups based on asset interdependencies Automated notifications and real-time dashboards ensure that all team members are able to monitor project progress and proactively take action if bottlenecks occur or if there are failure points
- Key take away: TransitionManager’s Extract-Transform-Load (ETL) engine aggregates and normalizes data from multiple sources Users are able to prioritize preferred data sources to ensure accuracy Data is cleansed, deduped, and consolidated into a single repository TransitionManager provides users access to ACTIONABLE data –data that is complete, relevant, normalized, accurate, fresh and necessary
- Key take away: TransitionManager presents users with an interactive, visual map of all IT assets and their dependencies – across hosting sites Users can easily identify complex relationships, and understand how applications function Each asset can be edited in-place – right clicking on an asset brings up an asset record table, where all attributes and properties of the asset are stored. IN addition, each asset can have an additional 94 custom fields, and tags can be used to further classify and later sort and access assets A map can expose rogue assets, assets that should have been decommissioned, unknown interdependencies, and complex relationships that have not been documented A map can also quickly identify low complexity, cloud ready workloads that can be immediately migrated to the cloud.
- Key take away: By visually examining IT assets, IT can quickly validate accuracy of their plans, documentation, and assets data points 1-click, in-place editing allows for anytime updates to each asset detail IT can verify that the correct source of information was used to obtain information about the asset, and that data is relevant and current Critical business fcts can be stored with each asset – RTOs, RPOs, Operating system, department intiatives and priorites, project conflict dates, blackout periods, etc.
- Key take away: TransitionManager is a web based platform that enables project teams across business silos, departments, and geographical locations to collaborate as needed or in real-time. Each user has a consistent view of data TransitionManager provides the platform for IT and business to be transparent and share critical information about department goals, requirements, and constraints TransitionManager drives transparency across project teams by enableing business and IT to both understand the complexity of hybrid, enterprise environments, and the technology and business constraints and strategic plans
- Key take away: TransitionManager provides all users a platform for rich analysis Product teams can make the best decisions using actionable data by testing, planning, and incorporating business and specialized product data from cost assessment, performance, IT monitoring, sizing, and other tools into the decision making process TransitionManager can “suggest” move groups and how to split up IT assets to drive more efficient change with AI driven analytics Data about assets can be viewed in tables, grids, or in graphical formats
- Key take away: Automation helps accelerate productivity of discrete tasks, but TransitionManager brings higher level value through orchestration TransitionManager coordinates the complex sequence of steps for human and automated tasks to execute change - - and eliminates risk in the process Risk is eliminated with TransitionManager’s on-the-fly runbooks that generate the sequence of tasks based on the system’s internal understanding of relationships across IT assets With TransitionManager, teams can execute multiple, parallel workflows across many hosting sites, and accelerate the pace of change
- Key take away: TransitionManager is the lifeblood of an IT organization. It integrates with silo tools, enabling IT to build a toolchain that can both accelerate IT transformation and manage IT resilience. TransitionManager was built to manage complex change across IT where the stakes are very high – and failure and service outages are not an option. TransitionManager lets organizations get more value out of their existing investment in best-of-breed tools by making them work together, and by orchestrating the flow of data and the sequence of human and automated tasks across tools and across project phases.