Legacy systems have passed through many hands over many years, often without proper documentation of features or functional relationships. The most common issue with modernizing a system that very few people understand is that planning for and understanding the breadth and potential pitfalls of a project is virtually impossible without a lot of help. Undergoing a mainframe assessment using Modern Systems' Portfolio Analysis services can significantly reduce risk, cost, and project timelines. A 2013 survey of IT leaders in the US insurance industry by Gartner reflects just how difficult planning modernizations can be. - Only 42% of respondents said their modernization projects were completed within originally planned budget. - Just 34% of the modernization attempts covered the originally planned scope, leaving a whopping 66% of these firms victims of dreaded and out of control scope creep. - What’s worse, only 18% of respondents completed these projects within their originally planned timeframe. In other words, modernization is a brutal undertaking. In order to develop well-designed applications from legacy environments, powerful tools and expertise are required to analyze the legacy system and aid in generating new programs that are architecturally sound and utilize modern design methods. The data and reports gathered in a Modern Systems Portfolio Analysis mainframe assessment reduce risk by ensuring all technical inventory and use cases are documented and accounted for. It also reveals potential bumps in the road to modernization before they have a chance to derail a project, so mitigation plans can be established up front. This mainframe assessment work is automated and precise, saving months of time, thousands of dollars in man hours- and ensures no critical requirements or functionality are left out of the target state design. This data also impacts regression testing, making it more accurate and efficient- reducing time to target. In addition to the risk, cost, and time reduction, customers who undergo a Modern Systems mainframe assessment are able to reduce the scope of their modernization project by an average of 40%. Here’s how it works: First, Modern Systems documents the legacy environment's current state and any important dependencies or conditions such as external interfaces, data volumes, batch dependencies, etc. From there, Modern Systems resources develop the Final Application Inventory package, containing analysis on unused code, Resource Definition and Usage, easy-to-understand visual diagrams laying out the legacy environment, highlighted areas of concentration, and much more. Finally, the Modern Systems team holds a strategic workshop with your project stakeholders to discuss our findings, provide Optimum Solution Recommendations for areas of concentration, and to map out an informed modernization strategy and roadmap, backed by a soup-to-nuts mainframe assessment and over 3 decades of expe

1. PORTFOLIO ANALYSIS
REDUCE RISK, GAIN VISIBILITY, AND DEVELOP STRATEGIES FOR CORE APPLICATIONS
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An Introduction to Portfolio Analysis
PORTFOLIO ANALYSIS
Analyze all mainframe applications & databases to reduce risk by understanding and
effectively planning an optimal modernization path, timeline, and cost
Legacy Systems Inventory & Analysis
Workshop & Roadmap Planning Session
Modernization Project Plan & Cost Analysis

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Legacy Systems Inventory & Analysis
PORTFOLIO ANALYSIS
Technical Inventory Overview
Visual Representation of Legacy Artifacts
Discovery & Documentation of Areas of Concentration
Dead Code Analysis
High & Low-Level Reports

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Legacy Systems Inventory & Analysis
PORTFOLIO ANALYSIS
Technical Inventory Overview
Programs
Data Storage
Screens
Job Control
Transaction
Build
Refresh
Repository
Update
Inventory
Application
Repository
Build
Refresh
Business
Logic
Mining
Reports
Analysis
Views

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Legacy Systems Inventory & Analysis
PORTFOLIO ANALYSIS
Visual Representation of Legacy Artifacts

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Legacy Systems Inventory & Analysis
PORTFOLIO ANALYSIS
Discovery & Documentation of Areas of Interest
Identify Needs & Strategy Around Unique Features & Complexities

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Legacy Systems Inventory & Analysis
PORTFOLIO ANALYSIS
Dead Code Analysis
• Legacy Systems are rife with dead code
• Clean up application prior to modernization
o Speed Maintenance
o Reduce Code Memory Size
o Reduce Scope
• Auto removal of dead code
• Reporting highlights all changes

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Legacy Systems Inventory & Analysis
PORTFOLIO ANALYSIS
High & Low-Level Reports
Complexity Analysis
Program Code Statistics
Resource Interaction Counts
Resource Definitions
Resource Usage
DML Usage Detail, Matrix, & Summary
Duplicate Components
File Usage by Batch Program, Dataset Name, & Online Program
Logical Application Detail & Summary Reports
Missing Component Detail
Resolved Component Dependency
Online & Batch Entry Points
Subschema Views & Matrices

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Workshop & Roadmap Planning Session
Informed Decisions Reduce Risk, So You Can Plot What’s Next
PORTFOLIO ANALYSIS
Legacy System
Current State
Manage Current
State
Optimize
Portfolio
Architectural
Transformation
Refactor
Understanding Workbench: License Enterprise Application Viewer & LogicMiner
Reduce MIPS,
Execute Batch Off of
the Mainframe
Liberate Legacy Data,
Replicate Databases as
Relational
Simplify & Tune with
Schedulers, Testing, &
Print Utilities
Completely Modernize Core
Apps Without Changing
Behavior
Maintain Codebase While Modernizing
Infrastructure, Data Tiers, & Eliminating
Licensing Fees
Extend Capabilities of Modernized Applications – Web Services, APIs, etc. Leverage
DevOps to Improve Development Efficiency & Agility

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Modernization Project Plan & Cost Analysis
PORTFOLIO ANALYSIS
Harness over 30 years of Modernization Experience in Concert with
Understanding of and Visibility into the Legacy Environment to Make
Smart Modernization Decisions

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Benefits of Portfolio Analysis
Scope Reduction – Typically 30%-70% - Eliminate further analysis of unused components
Informed Decisions – Know the language & composition for each application
Phase Options – See how data is used within & across applications
Technical Planning – Define a strategy for each application or data source
Replacement Practices – Learn what 3rd party utilities are being used
Plan Future Modernization – Summarize the portfolio by language, count, and lines
of code
PORTFOLIO ANALYSIS

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Portfolio Analysis At Work - GE
Top 3 Realized Benefits
• #1 – Reduced Scope – Eliminated components that are no longer used
• #2 – Informed Decisions – Revealed language and source composition
• #3 – Technical Plans – Identified need for strategy around complexities
71 Million Lines of Code Collected – 16 Million Actually Used – 78% Scope Reduction
27 Different Code Syntax Identified
22 “Areas of Concentration” Identified
PORTFOLIO ANALYSIS

13. DISCUSSION & NEXT STEPS