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Identifying and Navigating the
Technology Lifecycle Stages
in your Business
AN E-BOOK BY WIN TECHNOLOGY
MODERNIZE
MAINTAIN
TRANSFORM
STABILIZE
Table of Contents
Identifying and Navigating the
Technology Lifecycle Stages in
your Business
We believe there are four technology lifecycle stages that all businesses experience. Often,
they will experience two or three stages at a time. Each stage contains its own challenges
and prescribed actions to achieve targeted outcomes. To help organizations effectively move
through these stages, effective communication with your IT partner is critical. In this e-book we
will share best practices we have learned in partnering with our clients. 
Introduction
Communication: Thrive Through All Stages
Stages of the Technology Lifecycle
Stages of a Technology Lifecycle.....................................................................................................................................................5
The Technology Lifecycle in Any Business................................................................................................................................6
Maintain..................................................................................................................................................................................................................7
How WIN Technology Upgraded Our Client to the Maintain Stage........................................................................8
Stabilize..................................................................................................................................................................................................................9
How WIN Technology Stabilized Our Client’s IT Environment.....................................................................................10
Modernize.............................................................................................................................................................................................................11
How WIN Technology Modernized Our Client’s Technology Architecture........................................................12
Transform.............................................................................................................................................................................................................13
How WIN Technology Transformed Our Client’s Global Data Storage.................................................................14
Who We Are.......................................................................................................................................................................................................1
How We Can Help..........................................................................................................................................................................................2
IT Services At-A-Glance.............................................................................................................................................................................3
The Communication Framework........................................................................................................................................................16
Inform......................................................................................................................................................................................................................17
Guide........................................................................................................................................................................................................................18
Activate...................................................................................................................................................................................................................19
Learn More..........................................................................................................................................................................................................20
Who We Are
Our Headquarters
4955 Bullis Farm Road,
Eau Claire, WI 54701
Customers
Nationwide
Data Centers
Eau Claire, WI	 Green Bay, WI
Hiawatha, IA	 Waukee, IA
Operational Office
3636 Westown Parkway, Suite 200
West Des Moines, IA 50266
Operational Office
3601 42nd Street N.E.
Cedar Rapids, IA 52402
We deliver connectivity and infrastructure services to businesses; from fiber and network
connectivity and optimization, public and private Internet, data security, data centers and storage,
outsourced IT services such as network administration, server administration and help desk.
Introduction 1
Technologists and engineers who transform
business… with technology
Complete network
connectivity options
across the US providing
transport technology
solutions.
Information technology
management services
as an outsourced
business function or
part of your IT team.
A configurable
webcasting platform
for few-to-many
communications within
and across enterprises.
How We Can Help
Your single source for network solutions, managed IT
services and streaming solutions
Network Solutions  IT Services Streaming Solutions
WIN is a technology company that is fast, flexible, reliable, and customer
focused. Our capabilities span across the physical network connectivity layers,
to managing your data assets and day-to-day IT operations, to providing high
quality streaming webcasting applications for mass consumption.
perigonlive.com
wintechnology.com
Introduction 2
IT Services At-a-Glance
We Tame Technology so You can Thrive
HOW WE WORK
WHAT WE DO
Professional IT
Infrastructure
Services
Managed IT
Infrastructure
Services
Managed IT
Infrastructure
Co-Location
Co-Managed IT
Infrastructure
Services
Server Management
Backup Management
Desktop Management
Cybersecurity Management
Network Management
PBX Management
VDI Management
SD-WAN
Help Desk Support Cloud Management
Hosted Infrastructure
Management
Procurement Management
3
Stages of the
Technology Lifecycle
SECTION 1
Stages of a Technology Lifecycle
Businesses are constantly changing. Sometimes the use of technology leads, and other times it
lags. To attain targeted business value from your use of technology, you need to recognize your
current situation. We developed the following framework to help recognize the characteristics of
each stage and prescribe pragmatic actions: stabilize, maintain, transform and modernize.
Reliably maturing turbulent,
inefficient, and otherwise
challenged IT infrastructure
environments
Sensibly managing the
continuous evolution
of IT infrastructure and
cybersecurity
Thoughtfully updating aged IT
infrastructure and understated
cybersecurity
Continually evaluating
workloads and migrating to the
best aligned IT infrastructure
environment
They Exist In Every Business
MODERNIZE
MAINTAIN
TRANSFORM
STABILIZE
5
The Technology
Lifecycle In Any
Business
Remote Workforce Transformation
Collaboration tools and remote applications
Application Architectures Differ
Operational system modernization
Introduction of SaaS
Sales and Marketing digital transformation
Growth in Analytics
Finance and operations applications
•	 An expanded cybersecurity threat surface
must be addressed
•	 Requires increased compute, storage,
bandwidth and resiliency
•	 ERP, SCM and IoT systems are adding
features that change workload
characteristics and impact infrastructure
differently
•	 Movement of homegrown systems
to new hosted environments requires
assessments and changes
•	 Deprecation of replaced system critical for
security and economics
•	 Backup and recovery for Saas platforms
often misunderstood or overlooked
•	 Maintaining security, productivity,
and employee experience requires
modifications to key infrastructure
components such as two-factor
authentication, single sign-on, and
managed detection and response
•	 Combining operational and financial
systems data to produce new insights
creates new data movement and data
protection scenarios
•	 Using artificial intelligence around these
applications generates greater location-
based needs for compute and storage
The technology applications you use are
directly connected to attaining business
value. Because the reliability, usability, and
security of those applications is reliant upon
the underlying infrastructure, understanding
the composition of those workloads and the
impact on infrastructure is also an important
consideration within the framework.
MODERNIZE
MAINTAIN
TRANSFORM
STABILIZE
6
MAINTAIN
Maintain
Sensibly managing the continuous evolution of IT
infrastructure and cybersecurity
WHAT THIS LOOKS LIKE
DESIRED OUTCOMES
HOW AN IT SERVICES PARTNER CAN HELP
•	 Comfortable with current state processes and technology
•	 Comfortable with current cybersecurity stance
•	 No destabilizing business events expected
•	 Resources are optimized from cost and use
•	 Cost optimization and symmetry
•	 Sustain prevailing risk position
•	 Harvest ROI from IT investments
•	 Get the most out of the existing infrastructure
•	 Identify and eliminate areas of wasteful spending
•	 Moderate change in the environment to only “must have” items
•	 Form roadmap to allow proper planning and budgeting
Technology is constantly progressing, and limited investment results in gaps in
critical areas. The Maintain stage focuses on pragmatically adapting to change so
you can hold your relative position. It is the goal to convert work occurring in all
other stages back into a Maintain state once the unique characteristics of those
stages have been successfully addressed.
Stages of the Technology Lifecycle 7
How WIN Technology Upgraded
Our Client to the Maintain Stage
MODERNIZE
MAINTAIN
TRANSFORM
STABILIZE
These efforts established the following:
Stages of the Technology Lifecycle 8
After initially stabilizing the environment at an equipment leasing firm, we shifted into the
Maintain stage. Over a 2+ year period, we guided many changes including:
By sharing our time data alongside our time-
based business model, we were able to
successfully collaborate to right-size the value
equation for this client.
User experience
improved by decreased
incidents and downtime
Customer experience
enriched by greater
systems availability
Productivity increased
by reliability of systems
environment
•	 Migration to a new Operating System
•	 Renewal of support agreements for servers
and network gear
•	 Implementation of dozens of zero-day and
other critical patches and firmware updates
•	 Employee onboarding/offboarding support
•	 Software lifecycle support (licensing
modifications)
•	 Lifecycle management of desktops and
laptops to distribute the cost of asset
renewal over several years
STABILIZE
Stabilize
Reliably maturing turbulent, inefficient, and otherwise
challenged IT infrastructure environments and cybersecurity
WHAT THIS LOOKS LIKE
DESIRED OUTCOMES
HOW AN IT SERVICES PARTNER CAN HELP
•	 Current state is chaotic
•	 Technology sprawl is a challenge
•	 Security not where you want it
•	 Business is not receiving proper value from IT infrastructure investments
•	 Business events have created some level of disruption
•	 Line of Business applications not performing as needed
•	 Cost containment and predictability
•	 Improve risk position
•	 Increase productivity and employee experience
•	 Enrich customer experience
•	 Expand visibility of efforts and boost decision making confidence and pace
•	 Standardize the existing infrastructure stack to enable efficiency
•	 Identify and eliminate areas of wasteful spending
•	 Instill industry best practices
•	 Leverage data to prioritize areas for improvement
•	 Form roadmap to allow proper planning and budgeting
•	 Form and deliver paced stabilization projects
•	 Effectively manage infrastructure environment through change
All organizations face events that create disorder in their IT systems. The disorder
is tolerable for some time and later surfaces as a substantial pain point impacting
employee experience, profitability and customer experience. The Stabilize stage
focuses on near term actions combined with longer-term planning to deliver your
IT environment into a more orderly state.
Stages of the Technology Lifecycle 9
How WIN Technology Stabilized
Our Client’s IT Environment
A healthcare client was experiencing inconsistent user experiences and hardware problems
with aging endpoints.  We implemented a lifecycle management plan to refresh user endpoints
on a predictable schedule with standard equipment. 
Stabilization of the environment resulted in:
User experience improved
by a 30% decrease in
support incidents
Employee productivity
increased by greater
systems availability
Cost of services reduced
because less overall systems
support was required
MODERNIZE
TRANSFORM
STABILIZE
MAINTAIN
In addition, the management plan created a predictable and easily budgeted operational
expense that keeps endpoint replacements on schedule and out of the capital budget.
Stages of the Technology Lifecycle 10
MODERNIZE
Modernize
Thoughtfully updating aged IT infrastructure and
understated cybersecurity
WHAT THIS LOOKS LIKE
DESIRED OUTCOMES
HOW AN IT SERVICES PARTNER CAN HELP
•	 Current state is stable but deteriorating
•	 Technology scalability is a challenge
•	 Security is not utilizing modern tools or methods
•	 Business is not receiving proper value from IT infrastructure investments
•	 Business events have surfaced shortcomings of current infrastructure stance
•	 Cost normalization
•	 Reduce risk
•	 Improve scalability to unlock growth, revenue, and profitability acceleration
•	 Accelerate productivity and employee experience
•	 Enrich customer experience
•	 Prioritize high business impact, low complexity modernization gaps
•	 Surface options for shifts from Capex to Opex
•	 Identify and eliminate areas of wasteful spending
•	 Form roadmap to allow proper planning and budgeting
•	 Identify and eliminate areas of wasteful spending
•	 Form and deliver paced modernization projects
•	 Effectively manage infrastructure environment through change
The Modernize stage focuses on accelerating upgrades to infrastructure
to extend beyond minimal maintenance of your relative state. Changing
marketplace conditions such as regulatory enforcement, insurance renewal
requirements, client-driven security expectations and shifting application
architectures drive the need to upgrade your infrastructure.
Stages of the Technology Lifecycle 11
How WIN Technology Modernized a
Client’s Cybersecurity Posture
As the number of successful cybersecurity incidents increased over the last few years,
regulatory agencies and insurance underwriters began to increase requirements for
modernized cybersecurity practices, including two-factor authentication, advanced antivirus
and EDR/MDR/XDR. In response to these requirements, we helped numerous clients
from across multiple industries substantially improve their risk profile by upgrading their
cybersecurity posture with modern tools and services.
MODERNIZE
MAINTAIN
TRANSFORM
STABILIZE
Stages of the Technology Lifecycle 12
Modernization of the environment resulted in:
100% of our clients
achieving timely renewal
of their cybersecurity
insurance policies
0 breaches for
our clients
Substantially improved
alignment to regulatory and
compliance advisories and
requirements
TRANSFORM
Transform
Continually evaluating workloads and migrating to the best
aligned IT infrastructure environment and cybersecurity
WHAT THIS LOOKS LIKE
DESIRED OUTCOMES
HOW AN IT SERVICES PARTNER CAN HELP
•	 Current state is not optimized – business and supporting technology
•	 Technology support of digital transformation is a challenge
•	 Security paradigms are shifting with workload locations
•	 Business is embracing digital transformation and needs technology to enable it
•	 Business events are imposing the need for change on people, process, and technology
•	 Cost alignment
•	 Improve overall risk profile through expanded risk management paths and methods
•	 Accelerate productivity and employee experience
•	 Enrich customer experience
•	 Expand visibility of efforts and boost decision making confidence and pace
•	 Assess IT workloads and propose optimal migration options
•	 Illustrate a more holistic view of IT workload and bandwidth interactions
•	 Guide and assist on new paradigms for DevOps and cybersecurity
•	 Form roadmap to allow proper planning and budgeting
•	 Form and deliver paced transformation projects
•	 Effectively manage infrastructure environment through change
The Transform stage focuses on planning, architecting, delivering, and
supporting IT infrastructure geared to each phase of the digital transformation
journey. Successful digital transformations are not events, but rather occur
over longer time windows and therefore require a more holistic and intentional
planning approach. Forming, and executing upon, a multiyear roadmap
facilitates informed decisions on primary and secondary objectives including
workload placement, integration, tech debt deprecation, risk management and
application performance.
Stages of the Technology Lifecycle 13
How WIN Technology
Transformed Our Client’s
Global Data Storage
After guiding our high-tech engineering client to widen their planning time horizons and view
their IT systems more comprehensively, we developed a roadmap that:
These efforts resulted in:
CFO delighted with
financial planning and
impact on use of cash
Parent company and
cybersecurity auditors
pleased with advancement of
cybersecurity initiatives and
compliance scores
User experience
improved by planning and
implementation of global
file cache system
MODERNIZE
TRANSFORM
STABILIZE
MAINTAIN
Stages of the Technology Lifecycle 14
•	 Highlighted infrastructure modifications
better aligned to current state and future
state needs
•	 Increased predictability in the budget
•	 Shifted CapEx costs to OpEx and spread out
the incurrence of CapEx costs
•	 Integrated continuous improvement in
cybersecurity and risk management stances
•	 Staged implementation of much needed
new key systems in the environment
Communication
Thrive Through All Stages
SECTION 2
The Communication Framework
Recognizing business value from technology usage is often elusive. One path to surfacing these
values is brought about by continuous communication highlighting operational data in context.
Regular communications with key contributors ensures awareness and drives action designed to
attain targeted business value.
There is a specific communication framework that drives success.
INFORM
GUIDE
ACTIVATE
GUIDE
ACTIVATE
INFORM
Our proven approach to communicating keeps all members
of the team aligned and in the know
Communication: Thrive Through All Stages 16
Informative communications is delivered as the baseline data to
convey what’s transpiring in your environment with your systems
and our services.
Guided communications adds benchmarks and other
reference points to turn data into knowledge and insights to
support your decisions.
Activated communications extend guided insights into
pragmatic planning and actions that produce value you can
recognize and attain.
INFORM
Inform
Quarterly Business Reviews focused on information through dashboards provide
visibility to Senior Level Executives on the wellness of their technology spend, the
maturation of their users, and areas of improvement. Information allows for decision
making on IT priorities.
276
335
256
222
148
169
255
349
284
229
159 153
150
187
154
147
96
89
0
50
100
150
200
250
3 00
3 50
400
Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21
Ticket Creation/Resolution
Sept. 2020 – Feb. 2020
Tickets Opened Tickets Closed Same Day Closure
26%
12%
8%
8%
5%
5%
5%
5%
4%
23%
Time By Category
GUIDE ACTIVATE
INFORM
Server Support
Email
Application Support
Security/Data Protection
Desktop Support
Application Support - Productivity
Helpdesk Support
Security Issue
Other
System Alert Server
17
Communication: Thrive Through All Stages
GUIDE
Guide
Trends in tickets/user/month show a successful trend, yet guidance is provided
by tying industry benchmarks demonstrating achievement below a 0.6 industry
checkpoint. The achievement provides the ability to guide priorities toward more
forward-facing initiatives with confidence.
ACTIVATE
INFORM GUIDE
0.95
1.15
0.88
0.76
0.51
0.58
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21
Tickets/User per Month
Self-Help
IT Governance
Cybersecurity
•	 KB Go-Live
•	 Feedback from end users
•	 Refine Documentation
•	 Policy Review
•	 Disaster Recovery Plan
•	 Asset Management
•	 Prioritize Actions
•	 Budget for Solutions
•	 Coordinate with CS SMEs
18
Communication: Thrive Through All Stages
Managed IT Services provided by WIN are integrated into the business model at
this client with clear delineation of accountabilities and demonstrating thoughtful
collaboration. Activation is achieved through a hybrid model which provides both
efficiencies and effectiveness.
Planning, budgeting,
decision support
Improving business
processes
Planning, budgeting,
decision support
Increasing operational
effectiveness and
expressing value achieved
Improving resiliency,
security, and performance
GUIDE
INFORM ACTIVATE
ACTIVATE
Activate
Communication: Thrive Through All Stages 19
Executive Team
Line of Business and
Functional Areas
Risk Management
Champion
IT Champion
WIN Managed Services
Application Champion
Want to Learn More?
If you found this ebook interesting...
wintechnology.com
WIN Website WIN Blog
wintechnology.com/
insights/blog
wintechnology.com

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Identifying and Navigating the Technology Lifecycle Stages in Your Business

  • 1. Identifying and Navigating the Technology Lifecycle Stages in your Business AN E-BOOK BY WIN TECHNOLOGY MODERNIZE MAINTAIN TRANSFORM STABILIZE
  • 2. Table of Contents Identifying and Navigating the Technology Lifecycle Stages in your Business We believe there are four technology lifecycle stages that all businesses experience. Often, they will experience two or three stages at a time. Each stage contains its own challenges and prescribed actions to achieve targeted outcomes. To help organizations effectively move through these stages, effective communication with your IT partner is critical. In this e-book we will share best practices we have learned in partnering with our clients.  Introduction Communication: Thrive Through All Stages Stages of the Technology Lifecycle Stages of a Technology Lifecycle.....................................................................................................................................................5 The Technology Lifecycle in Any Business................................................................................................................................6 Maintain..................................................................................................................................................................................................................7 How WIN Technology Upgraded Our Client to the Maintain Stage........................................................................8 Stabilize..................................................................................................................................................................................................................9 How WIN Technology Stabilized Our Client’s IT Environment.....................................................................................10 Modernize.............................................................................................................................................................................................................11 How WIN Technology Modernized Our Client’s Technology Architecture........................................................12 Transform.............................................................................................................................................................................................................13 How WIN Technology Transformed Our Client’s Global Data Storage.................................................................14 Who We Are.......................................................................................................................................................................................................1 How We Can Help..........................................................................................................................................................................................2 IT Services At-A-Glance.............................................................................................................................................................................3 The Communication Framework........................................................................................................................................................16 Inform......................................................................................................................................................................................................................17 Guide........................................................................................................................................................................................................................18 Activate...................................................................................................................................................................................................................19 Learn More..........................................................................................................................................................................................................20
  • 3. Who We Are Our Headquarters 4955 Bullis Farm Road, Eau Claire, WI 54701 Customers Nationwide Data Centers Eau Claire, WI Green Bay, WI Hiawatha, IA Waukee, IA Operational Office 3636 Westown Parkway, Suite 200 West Des Moines, IA 50266 Operational Office 3601 42nd Street N.E. Cedar Rapids, IA 52402 We deliver connectivity and infrastructure services to businesses; from fiber and network connectivity and optimization, public and private Internet, data security, data centers and storage, outsourced IT services such as network administration, server administration and help desk. Introduction 1 Technologists and engineers who transform business… with technology
  • 4. Complete network connectivity options across the US providing transport technology solutions. Information technology management services as an outsourced business function or part of your IT team. A configurable webcasting platform for few-to-many communications within and across enterprises. How We Can Help Your single source for network solutions, managed IT services and streaming solutions Network Solutions  IT Services Streaming Solutions WIN is a technology company that is fast, flexible, reliable, and customer focused. Our capabilities span across the physical network connectivity layers, to managing your data assets and day-to-day IT operations, to providing high quality streaming webcasting applications for mass consumption. perigonlive.com wintechnology.com Introduction 2
  • 5. IT Services At-a-Glance We Tame Technology so You can Thrive HOW WE WORK WHAT WE DO Professional IT Infrastructure Services Managed IT Infrastructure Services Managed IT Infrastructure Co-Location Co-Managed IT Infrastructure Services Server Management Backup Management Desktop Management Cybersecurity Management Network Management PBX Management VDI Management SD-WAN Help Desk Support Cloud Management Hosted Infrastructure Management Procurement Management 3
  • 6. Stages of the Technology Lifecycle SECTION 1
  • 7. Stages of a Technology Lifecycle Businesses are constantly changing. Sometimes the use of technology leads, and other times it lags. To attain targeted business value from your use of technology, you need to recognize your current situation. We developed the following framework to help recognize the characteristics of each stage and prescribe pragmatic actions: stabilize, maintain, transform and modernize. Reliably maturing turbulent, inefficient, and otherwise challenged IT infrastructure environments Sensibly managing the continuous evolution of IT infrastructure and cybersecurity Thoughtfully updating aged IT infrastructure and understated cybersecurity Continually evaluating workloads and migrating to the best aligned IT infrastructure environment They Exist In Every Business MODERNIZE MAINTAIN TRANSFORM STABILIZE 5
  • 8. The Technology Lifecycle In Any Business Remote Workforce Transformation Collaboration tools and remote applications Application Architectures Differ Operational system modernization Introduction of SaaS Sales and Marketing digital transformation Growth in Analytics Finance and operations applications • An expanded cybersecurity threat surface must be addressed • Requires increased compute, storage, bandwidth and resiliency • ERP, SCM and IoT systems are adding features that change workload characteristics and impact infrastructure differently • Movement of homegrown systems to new hosted environments requires assessments and changes • Deprecation of replaced system critical for security and economics • Backup and recovery for Saas platforms often misunderstood or overlooked • Maintaining security, productivity, and employee experience requires modifications to key infrastructure components such as two-factor authentication, single sign-on, and managed detection and response • Combining operational and financial systems data to produce new insights creates new data movement and data protection scenarios • Using artificial intelligence around these applications generates greater location- based needs for compute and storage The technology applications you use are directly connected to attaining business value. Because the reliability, usability, and security of those applications is reliant upon the underlying infrastructure, understanding the composition of those workloads and the impact on infrastructure is also an important consideration within the framework. MODERNIZE MAINTAIN TRANSFORM STABILIZE 6
  • 9. MAINTAIN Maintain Sensibly managing the continuous evolution of IT infrastructure and cybersecurity WHAT THIS LOOKS LIKE DESIRED OUTCOMES HOW AN IT SERVICES PARTNER CAN HELP • Comfortable with current state processes and technology • Comfortable with current cybersecurity stance • No destabilizing business events expected • Resources are optimized from cost and use • Cost optimization and symmetry • Sustain prevailing risk position • Harvest ROI from IT investments • Get the most out of the existing infrastructure • Identify and eliminate areas of wasteful spending • Moderate change in the environment to only “must have” items • Form roadmap to allow proper planning and budgeting Technology is constantly progressing, and limited investment results in gaps in critical areas. The Maintain stage focuses on pragmatically adapting to change so you can hold your relative position. It is the goal to convert work occurring in all other stages back into a Maintain state once the unique characteristics of those stages have been successfully addressed. Stages of the Technology Lifecycle 7
  • 10. How WIN Technology Upgraded Our Client to the Maintain Stage MODERNIZE MAINTAIN TRANSFORM STABILIZE These efforts established the following: Stages of the Technology Lifecycle 8 After initially stabilizing the environment at an equipment leasing firm, we shifted into the Maintain stage. Over a 2+ year period, we guided many changes including: By sharing our time data alongside our time- based business model, we were able to successfully collaborate to right-size the value equation for this client. User experience improved by decreased incidents and downtime Customer experience enriched by greater systems availability Productivity increased by reliability of systems environment • Migration to a new Operating System • Renewal of support agreements for servers and network gear • Implementation of dozens of zero-day and other critical patches and firmware updates • Employee onboarding/offboarding support • Software lifecycle support (licensing modifications) • Lifecycle management of desktops and laptops to distribute the cost of asset renewal over several years
  • 11. STABILIZE Stabilize Reliably maturing turbulent, inefficient, and otherwise challenged IT infrastructure environments and cybersecurity WHAT THIS LOOKS LIKE DESIRED OUTCOMES HOW AN IT SERVICES PARTNER CAN HELP • Current state is chaotic • Technology sprawl is a challenge • Security not where you want it • Business is not receiving proper value from IT infrastructure investments • Business events have created some level of disruption • Line of Business applications not performing as needed • Cost containment and predictability • Improve risk position • Increase productivity and employee experience • Enrich customer experience • Expand visibility of efforts and boost decision making confidence and pace • Standardize the existing infrastructure stack to enable efficiency • Identify and eliminate areas of wasteful spending • Instill industry best practices • Leverage data to prioritize areas for improvement • Form roadmap to allow proper planning and budgeting • Form and deliver paced stabilization projects • Effectively manage infrastructure environment through change All organizations face events that create disorder in their IT systems. The disorder is tolerable for some time and later surfaces as a substantial pain point impacting employee experience, profitability and customer experience. The Stabilize stage focuses on near term actions combined with longer-term planning to deliver your IT environment into a more orderly state. Stages of the Technology Lifecycle 9
  • 12. How WIN Technology Stabilized Our Client’s IT Environment A healthcare client was experiencing inconsistent user experiences and hardware problems with aging endpoints.  We implemented a lifecycle management plan to refresh user endpoints on a predictable schedule with standard equipment.  Stabilization of the environment resulted in: User experience improved by a 30% decrease in support incidents Employee productivity increased by greater systems availability Cost of services reduced because less overall systems support was required MODERNIZE TRANSFORM STABILIZE MAINTAIN In addition, the management plan created a predictable and easily budgeted operational expense that keeps endpoint replacements on schedule and out of the capital budget. Stages of the Technology Lifecycle 10
  • 13. MODERNIZE Modernize Thoughtfully updating aged IT infrastructure and understated cybersecurity WHAT THIS LOOKS LIKE DESIRED OUTCOMES HOW AN IT SERVICES PARTNER CAN HELP • Current state is stable but deteriorating • Technology scalability is a challenge • Security is not utilizing modern tools or methods • Business is not receiving proper value from IT infrastructure investments • Business events have surfaced shortcomings of current infrastructure stance • Cost normalization • Reduce risk • Improve scalability to unlock growth, revenue, and profitability acceleration • Accelerate productivity and employee experience • Enrich customer experience • Prioritize high business impact, low complexity modernization gaps • Surface options for shifts from Capex to Opex • Identify and eliminate areas of wasteful spending • Form roadmap to allow proper planning and budgeting • Identify and eliminate areas of wasteful spending • Form and deliver paced modernization projects • Effectively manage infrastructure environment through change The Modernize stage focuses on accelerating upgrades to infrastructure to extend beyond minimal maintenance of your relative state. Changing marketplace conditions such as regulatory enforcement, insurance renewal requirements, client-driven security expectations and shifting application architectures drive the need to upgrade your infrastructure. Stages of the Technology Lifecycle 11
  • 14. How WIN Technology Modernized a Client’s Cybersecurity Posture As the number of successful cybersecurity incidents increased over the last few years, regulatory agencies and insurance underwriters began to increase requirements for modernized cybersecurity practices, including two-factor authentication, advanced antivirus and EDR/MDR/XDR. In response to these requirements, we helped numerous clients from across multiple industries substantially improve their risk profile by upgrading their cybersecurity posture with modern tools and services. MODERNIZE MAINTAIN TRANSFORM STABILIZE Stages of the Technology Lifecycle 12 Modernization of the environment resulted in: 100% of our clients achieving timely renewal of their cybersecurity insurance policies 0 breaches for our clients Substantially improved alignment to regulatory and compliance advisories and requirements
  • 15. TRANSFORM Transform Continually evaluating workloads and migrating to the best aligned IT infrastructure environment and cybersecurity WHAT THIS LOOKS LIKE DESIRED OUTCOMES HOW AN IT SERVICES PARTNER CAN HELP • Current state is not optimized – business and supporting technology • Technology support of digital transformation is a challenge • Security paradigms are shifting with workload locations • Business is embracing digital transformation and needs technology to enable it • Business events are imposing the need for change on people, process, and technology • Cost alignment • Improve overall risk profile through expanded risk management paths and methods • Accelerate productivity and employee experience • Enrich customer experience • Expand visibility of efforts and boost decision making confidence and pace • Assess IT workloads and propose optimal migration options • Illustrate a more holistic view of IT workload and bandwidth interactions • Guide and assist on new paradigms for DevOps and cybersecurity • Form roadmap to allow proper planning and budgeting • Form and deliver paced transformation projects • Effectively manage infrastructure environment through change The Transform stage focuses on planning, architecting, delivering, and supporting IT infrastructure geared to each phase of the digital transformation journey. Successful digital transformations are not events, but rather occur over longer time windows and therefore require a more holistic and intentional planning approach. Forming, and executing upon, a multiyear roadmap facilitates informed decisions on primary and secondary objectives including workload placement, integration, tech debt deprecation, risk management and application performance. Stages of the Technology Lifecycle 13
  • 16. How WIN Technology Transformed Our Client’s Global Data Storage After guiding our high-tech engineering client to widen their planning time horizons and view their IT systems more comprehensively, we developed a roadmap that: These efforts resulted in: CFO delighted with financial planning and impact on use of cash Parent company and cybersecurity auditors pleased with advancement of cybersecurity initiatives and compliance scores User experience improved by planning and implementation of global file cache system MODERNIZE TRANSFORM STABILIZE MAINTAIN Stages of the Technology Lifecycle 14 • Highlighted infrastructure modifications better aligned to current state and future state needs • Increased predictability in the budget • Shifted CapEx costs to OpEx and spread out the incurrence of CapEx costs • Integrated continuous improvement in cybersecurity and risk management stances • Staged implementation of much needed new key systems in the environment
  • 18. The Communication Framework Recognizing business value from technology usage is often elusive. One path to surfacing these values is brought about by continuous communication highlighting operational data in context. Regular communications with key contributors ensures awareness and drives action designed to attain targeted business value. There is a specific communication framework that drives success. INFORM GUIDE ACTIVATE GUIDE ACTIVATE INFORM Our proven approach to communicating keeps all members of the team aligned and in the know Communication: Thrive Through All Stages 16 Informative communications is delivered as the baseline data to convey what’s transpiring in your environment with your systems and our services. Guided communications adds benchmarks and other reference points to turn data into knowledge and insights to support your decisions. Activated communications extend guided insights into pragmatic planning and actions that produce value you can recognize and attain.
  • 19. INFORM Inform Quarterly Business Reviews focused on information through dashboards provide visibility to Senior Level Executives on the wellness of their technology spend, the maturation of their users, and areas of improvement. Information allows for decision making on IT priorities. 276 335 256 222 148 169 255 349 284 229 159 153 150 187 154 147 96 89 0 50 100 150 200 250 3 00 3 50 400 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Ticket Creation/Resolution Sept. 2020 – Feb. 2020 Tickets Opened Tickets Closed Same Day Closure 26% 12% 8% 8% 5% 5% 5% 5% 4% 23% Time By Category GUIDE ACTIVATE INFORM Server Support Email Application Support Security/Data Protection Desktop Support Application Support - Productivity Helpdesk Support Security Issue Other System Alert Server 17 Communication: Thrive Through All Stages
  • 20. GUIDE Guide Trends in tickets/user/month show a successful trend, yet guidance is provided by tying industry benchmarks demonstrating achievement below a 0.6 industry checkpoint. The achievement provides the ability to guide priorities toward more forward-facing initiatives with confidence. ACTIVATE INFORM GUIDE 0.95 1.15 0.88 0.76 0.51 0.58 0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Tickets/User per Month Self-Help IT Governance Cybersecurity • KB Go-Live • Feedback from end users • Refine Documentation • Policy Review • Disaster Recovery Plan • Asset Management • Prioritize Actions • Budget for Solutions • Coordinate with CS SMEs 18 Communication: Thrive Through All Stages
  • 21. Managed IT Services provided by WIN are integrated into the business model at this client with clear delineation of accountabilities and demonstrating thoughtful collaboration. Activation is achieved through a hybrid model which provides both efficiencies and effectiveness. Planning, budgeting, decision support Improving business processes Planning, budgeting, decision support Increasing operational effectiveness and expressing value achieved Improving resiliency, security, and performance GUIDE INFORM ACTIVATE ACTIVATE Activate Communication: Thrive Through All Stages 19 Executive Team Line of Business and Functional Areas Risk Management Champion IT Champion WIN Managed Services Application Champion
  • 22. Want to Learn More? If you found this ebook interesting... wintechnology.com WIN Website WIN Blog wintechnology.com/ insights/blog wintechnology.com