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Community IT Innovators 
Webinar Series 
Cloud Migration Planning 
Methodologies and Approaches 
August 28, 2014 presented by… 
Johan Hammerstrom 
Steve Longenecker 
#ToTheCloud
Webinar Tips 
• Ask questions 
Post questions via chat 
• Interact 
Engage with us on Twitter using #ToTheCloud 
• Focus 
Avoid multitasking. You may just miss the best part of the 
presentation 
• Webinar PowerPoint & Recording 
PowerPoint and recording links will be shared after the 
webinar
About Community IT 
Community IT Innovators partners with nonprofits to help them solve their 
strategic & day-to-day IT challenges. 
Strategic 
Proactive approach so you can make IT decisions that support your mission and 
grow with you 
Collaborative 
Team of over 40 staff who empower you to make informed IT choices 
Invested 
We are committed to supporting your mission, and take care of your IT network as if 
it were our own 
Nonprofit focus 
Worked with over 900 nonprofits since 1993
About the Presenter 
Johan Hammerstrom 
President 
jhammerstrom@communityit.com 
@hammerstromj 
Steve Longenecker 
Project Manager 
slongenecker@communityit.com 
@CommunityIT
Agenda 
• What is cloud computing? 
• Varieties of clouds 
• Cloud considerations 
• Methodology 
• Best Practices 
#totheclou 
d
What is the cloud? 
“An architecture that provides 
scalable, Internet-accessible 
services.”
Nicholas Carr, 2008 
#totheclou 
d
Transmission 
#totheclou 
d
Mobility 
Cloud Diagram 
#totheclou 
d
Cloud Architecture 
#totheclou 
d
Cloud Architecture 
#totheclou 
d
Cloud Architecture 
Software (SaaS) #totheclou 
d
Cloud Architecture 
Platform (PaaS) 
#totheclou 
d
Cloud Architecture 
Infrastructure (IaaS) 
#totheclou 
d
Ready to 
jump? 
Look before you 
leap
Considerations 
• Security & Privacy 
• Internet Stability 
• CapEx -> OpEx 
• Data ownership 
(Terms of Service)
Data Ownership (ToS) – Box 
• Box- https://app.box.com/legal_text/tos 
We reserve the right, to temporarily suspend or terminate your 
access to the Service at any time in our sole discretion, with or 
without cause, and with or without notice, without incurring 
liability of any kind. For example, we may suspend or terminate 
your access to or use of the Service for: (a) the actual or suspected violation of 
these Terms; (b) the use of the Services in a manner that may cause Box to have legal liability or 
disrupt others' use of the Services; (c) the suspicion or detection of any malicious code, virus or 
other harmful code by you or in your account; (d) scheduled downtime and recurring downtime; (e) 
use of excessive storage capacity or bandwidth; or (f) unplanned technical problems and outages. If, 
in Box's determination, the suspension might be indefinite and/or Box has elected to terminate your 
access to the Service, Box will use commercially reasonable efforts to notify you through the 
Service. You acknowledge that if your access to the Service is suspended or terminated, you may no 
longer have access to the Content that is stored with the Service. 
#totheclou 
d
Data Ownership (ToS) - Twitpic 
“To clarify our ToS regarding ownership, you the user 
retain all copyrights to your photos and videos, it’s 
your content. Our terms state by uploading content to 
Twitpic you allow us to distribute that content on 
twitpic.com and our affiliated partners. This is standard 
among most user-generated content sites (including 
Twitter). If you delete a photo or video from Twitpic, 
that content is no longer viewable. 
#totheclou 
d
Planning
Methodology 
• Don’t start with the solution 
• Information Systems Inventory 
• Business Process Analysis 
– What business tasks 
– Where is that data 
– How is it being accessed 
#totheclou 
d
Productivit 
y 
User Interface 
Work to be 
Done 
Internal Data 
Infrastructure 
Financ 
e 
CRM 
Outloo 
k 
Mobile 
Dynamic 
s 
Raisers 
Edge 
Email 
Calendar 
Tasks 
Gen Ledger 
A.Payable 
A.Receivabl 
e 
Exchange Great Plains 
Donor Data 
Mailing 
Lists 
Contact 
info 
on-premise 
virtual host 
RE 
on-prem 
server
New App or Business Process? 
Cloud migration is an opportunity to revise: 
• Business processes 
• Organizational structure 
• General strategy 
#totheclou 
d
User Interface 
Work to be 
Done 
Internal Data 
Infrastructure 
Productivit 
y 
Outloo 
k 
Mobile 
Email 
Calendar 
Tasks 
Exchange 
Outloo 
k 
Mobile 
Email Tasks 
Calendar 
Lync 
Exchange 
on-prem O365 
server
User Interface 
Work to be 
Done 
Internal Data 
Infrastructure 
CRM 
Raiser’ 
s 
Edge 
Donor Data 
Mailing 
Lists 
Contact 
info 
RE 
Browse 
r 
Mobile 
Donor Data Events 
Mailing Lists 
Workflow 
Contact info 
Force 
on-prem Salesforce 
server
Cloud Migration Best Practices 
• It’s not all or nothing 
• New services, consider 
the cloud 
• Existing Services, start 
with low impact apps 
• Gain experience & 
momentum 
#totheclou 
d
Cloud Migration Methodology 
• Gather requirements 
• Develop a plan 
• Identify project lead 
• Start with a pilot group 
• Provide training 
• Get feedback 
#totheclou 
d
Upcoming Webinar 
Wednesday September 24 
3:00 – 4:00 PM EST 
Supporting Remote Staff 
Challenges and Solutions 
Johanny Colindres & Abdul Musa
After the webinar 
• Connect with us 
• Provide feedback 
Short survey after you exit the webinar. Be sure to 
include any questions that were not answered. 
• Missed anything? 
Link to slides & recording will be emailed to you.

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Community IT Webinar - Cloud Migration Planning

  • 1. Community IT Innovators Webinar Series Cloud Migration Planning Methodologies and Approaches August 28, 2014 presented by… Johan Hammerstrom Steve Longenecker #ToTheCloud
  • 2. Webinar Tips • Ask questions Post questions via chat • Interact Engage with us on Twitter using #ToTheCloud • Focus Avoid multitasking. You may just miss the best part of the presentation • Webinar PowerPoint & Recording PowerPoint and recording links will be shared after the webinar
  • 3. About Community IT Community IT Innovators partners with nonprofits to help them solve their strategic & day-to-day IT challenges. Strategic Proactive approach so you can make IT decisions that support your mission and grow with you Collaborative Team of over 40 staff who empower you to make informed IT choices Invested We are committed to supporting your mission, and take care of your IT network as if it were our own Nonprofit focus Worked with over 900 nonprofits since 1993
  • 4. About the Presenter Johan Hammerstrom President jhammerstrom@communityit.com @hammerstromj Steve Longenecker Project Manager slongenecker@communityit.com @CommunityIT
  • 5. Agenda • What is cloud computing? • Varieties of clouds • Cloud considerations • Methodology • Best Practices #totheclou d
  • 6. What is the cloud? “An architecture that provides scalable, Internet-accessible services.”
  • 7. Nicholas Carr, 2008 #totheclou d
  • 9. Mobility Cloud Diagram #totheclou d
  • 12. Cloud Architecture Software (SaaS) #totheclou d
  • 13. Cloud Architecture Platform (PaaS) #totheclou d
  • 14. Cloud Architecture Infrastructure (IaaS) #totheclou d
  • 15. Ready to jump? Look before you leap
  • 16. Considerations • Security & Privacy • Internet Stability • CapEx -> OpEx • Data ownership (Terms of Service)
  • 17. Data Ownership (ToS) – Box • Box- https://app.box.com/legal_text/tos We reserve the right, to temporarily suspend or terminate your access to the Service at any time in our sole discretion, with or without cause, and with or without notice, without incurring liability of any kind. For example, we may suspend or terminate your access to or use of the Service for: (a) the actual or suspected violation of these Terms; (b) the use of the Services in a manner that may cause Box to have legal liability or disrupt others' use of the Services; (c) the suspicion or detection of any malicious code, virus or other harmful code by you or in your account; (d) scheduled downtime and recurring downtime; (e) use of excessive storage capacity or bandwidth; or (f) unplanned technical problems and outages. If, in Box's determination, the suspension might be indefinite and/or Box has elected to terminate your access to the Service, Box will use commercially reasonable efforts to notify you through the Service. You acknowledge that if your access to the Service is suspended or terminated, you may no longer have access to the Content that is stored with the Service. #totheclou d
  • 18. Data Ownership (ToS) - Twitpic “To clarify our ToS regarding ownership, you the user retain all copyrights to your photos and videos, it’s your content. Our terms state by uploading content to Twitpic you allow us to distribute that content on twitpic.com and our affiliated partners. This is standard among most user-generated content sites (including Twitter). If you delete a photo or video from Twitpic, that content is no longer viewable. #totheclou d
  • 20. Methodology • Don’t start with the solution • Information Systems Inventory • Business Process Analysis – What business tasks – Where is that data – How is it being accessed #totheclou d
  • 21. Productivit y User Interface Work to be Done Internal Data Infrastructure Financ e CRM Outloo k Mobile Dynamic s Raisers Edge Email Calendar Tasks Gen Ledger A.Payable A.Receivabl e Exchange Great Plains Donor Data Mailing Lists Contact info on-premise virtual host RE on-prem server
  • 22.
  • 23. New App or Business Process? Cloud migration is an opportunity to revise: • Business processes • Organizational structure • General strategy #totheclou d
  • 24. User Interface Work to be Done Internal Data Infrastructure Productivit y Outloo k Mobile Email Calendar Tasks Exchange Outloo k Mobile Email Tasks Calendar Lync Exchange on-prem O365 server
  • 25. User Interface Work to be Done Internal Data Infrastructure CRM Raiser’ s Edge Donor Data Mailing Lists Contact info RE Browse r Mobile Donor Data Events Mailing Lists Workflow Contact info Force on-prem Salesforce server
  • 26. Cloud Migration Best Practices • It’s not all or nothing • New services, consider the cloud • Existing Services, start with low impact apps • Gain experience & momentum #totheclou d
  • 27. Cloud Migration Methodology • Gather requirements • Develop a plan • Identify project lead • Start with a pilot group • Provide training • Get feedback #totheclou d
  • 28. Upcoming Webinar Wednesday September 24 3:00 – 4:00 PM EST Supporting Remote Staff Challenges and Solutions Johanny Colindres & Abdul Musa
  • 29. After the webinar • Connect with us • Provide feedback Short survey after you exit the webinar. Be sure to include any questions that were not answered. • Missed anything? Link to slides & recording will be emailed to you.

Editor's Notes

  1. What is the cloud – a platform, service or app that is hosted on the internet and available from anywhere with an internet connection. An architecture that provides scalable internet accessible services What does it mean – I can get to my applications, data, from anywhere. Cloud applications allow multiple views into one set of data. “use the calendar example”. The application was designed to be accessed from the multiple devices. Take a poll: “What is your number one goal in using cloud services?) Flexibility to access data Improved Backup & Business Continuity Lower IT Costs Access to the most recent technology
  2. This is a diagram from a cloud services provider Intalio. www.intalio.com This diagram does show a good abstraction from the underlying “infrastructure” – storage, compute, database to the “platform” to the “software”. We’re most familiar with the software: Google Apps, Office 365 than we are with the Platform “Office 365” and the Infrastructure “Azure”, “Office 365”
  3. We’re most familiar with the software: Google Apps, Office 365 than we are with the Platform “Office 365” and the Infrastructure “Azure”, “Office 365” Great example of a cloud service that provides integration is IFTTT (www.ifttt.com). This service uses API to link various cloud services together so that you can automate certain tasks: Get a copy of all pictures where you are tagged in Facebook & copy them to Dropbox – DONE Get a text message when it says its going to rain - DONE
  4. In the Sept issue of CFO magazine there was a good article (linked at the end) about viewing the cloud as a question of outsourcing.
  5. In the Sept issue of CFO magazine there was a good article (linked at the end) about viewing the cloud as a question of outsourcing.
  6. In the Sept issue of CFO magazine there was a good article (linked at the end) about viewing the cloud as a question of outsourcing.
  7. Low Impact / Cloud Ready Apps Testing environments Trial software Micro websites Files, then email, then CRM