Desktop Management Evaluation Checklist

                                                                                                                Product 1                         Product 2
                                                                                            Weight Rating                         Rating
No            Feature                               Description                                              Rank      Comments            Rank            Comments
                                                                                             1-5    0-3                            1-3
          1. Mobility
                                 Mobile workforce able to be managed through single
     Supports Disconnected       solution. Efficiently and reliably manages dial-up
1                                                                                             5
     Users                       employees. Reduces the many help desk calls
                                 generated by mobile staff.
                                 Eliminates need to send entire application over and
2    Byte Level Differencing     over. Greatly reduced update times. Increases quality        5
                                 of service.
3    File Level Differencing     Greatly reduces update times.                                5
                                 Defines how much bandwidth should be used for
                                 software distributions ensuring the network is not
4    Bandwidth Throttling        crippled during a large update. Increases end user           5
                                 experience by allowing user to continue working on
                                 other tasks during package transmission.
5    Compression                 Reduces transport time. (Compression ratio)                  3
                                 Ensures applications are received in their entirety on
6    Checkpoint Restart          endpoint without having to restart a deployment.             5
                                 Reduces administrative tasks and costs.
     Mobility Sub Total
         2. Usability
                                 Ability to add corporate logo and corporate syntax to
                                 client agent. Ability to customize "look and feel" of
7    Brand Client Agent                                                                       1
                                 endpoint. Increases user comfort level. Increases
                                 usability.
                                 Familiar Web based style user interface/Easy to use
8    User Interface/GUI                                                                       5
                                 graphical user interface
9    End user Support            built-in end user HELP support                               2
     Usability Sub Total
        3. Entitlement
                                 Assign applications to relevant users, groups and
                                 machines. Ability to define targets according to
10 Intelligent Targeting                                                                      5
                                 inventory results. Dynamically target based upon
                                 current endpoint characteristics.
                                Ability to assign applications to users or groups who
     Targeting based on user id
11                              require the application. (Required effective database         5
     or group association
                                management - AD & User Registration systems)
                                 Ability to assign applications to machines that require
     Targeting based on          the application as part of the machine profile.
12                                                                                            5
     machine characteristics     (Required effective database management - AD & User
                                 Registration systems) (eg: CompaqSoftpaq)
                                 Ability to target based upon existing users and groups.
13 LDAP/AD Compliant                                                                          4
                                 (Identify ownership of workstation based on user)
                                 Policies enforced at endpoint. Ability to make
                                 applications available, install applications, delete
14 Subscription States                                                                        1
                                 applications from a users machine. Ability to stage
                                 application on endpoint for later installation.
                                 Applications installed automatically upon inclusion in
                                 target group. Once application assigned to a specific
                                 profile, those users receive applications automatically.
15 Automated Entitlement                                                                      5
                                 (on going process - automatic updates as part of the
                                 membership to a group) (eg: Project, Access, Visio
                                 license).
                              Define, distribute, and enforce application subscription
                              policies for entire user communities. Ability to assign
                              an Accounting application to anyone in accounting
16 Centrally Managed Policies                                                                 5
                              department. As members of the department change,
                              no need to change subscription policies. Able to direct
                              applications to users who require it.
                                 Delegate ongoing administration of subscription
     Delegated administrative    policies to individual administrators. Delegate
17                                                                                            3
     roles                       application administration to those IT departments
                                 responsible for a set of endpoints.
     Entitlement Sub Total
       4. Infrastructure
                                 Ensures all endpoints receive latest updates regardless
18 Intelligent Pull Technology   of the current state of the machine. Reliably deploy all     4
                                 packages to endpoints on a scheduled basis.
                                Reliable, public protocol. Internet transmission
                                capabilities. Communicating over TCP/IP implies no
19 HTTP/HTTPS                                                                                 2
                                changes in existing infrastructure. Ability to
                                communicate over secured protocol.
                                Enables communication through firewall port settings.
     Configurable Network Ports
20                              Configuration flexibility. Corporate standards may be         4
     Used for Delivery
                                applied.
     Supported Platforms
                                Existing hardware infrastructure supported. (Windows
21   Compliant with Company                                                                   5
                                2000 desktops/Server,
     Standards
     Paltform - Novell File &   Existing hardware infrastructure supported. Ability to
22                                                                                            3
     Print                      distribute package directly to a Novell Share.
                                Update Change Management software using same
23   Self-Updating Client Agent                                                               5
                                Change Management tool.
     Management Service
24                              Management Service Provider (outsourced).                     2
     Provider (outsourced).
                             Add functionality as business expands. Eliminate
25 Modular Architecture      purchase of unnecessary functionality. Decreases total           5
                             cost of ownership.
                             Ability to support thousands of simultaneous endpoints
   Large number of endpoints efficiently and cost effectively. (3000 to 5000
26                                                                                            5
   supported                 simultaneous endpoints with scalability to 30000 over
                             all population)




                                                                                                    Page 1                                   ESD Feasibility Study Template
Desktop Management Evaluation Checklist

                                                                                                                 Product 1                         Product 2
                                                                                             Weight Rating                         Rating
No            Feature                               Description                                               Rank      Comments            Rank            Comments
                                                                                              1-5    0-3                            1-3
                                 Provides mechanism for serving many endpoints from
     Fan Out Distribution
27                               more than one server. Off loads processing from               5
     (Repeaters)
                                 primary server. Minimizes WAN traffic.
                                 Efficiently support large numbers of endpoints.
     Load Balancing Servers
28                               Provides disaster recovery or backup mechanism.               5
     (Mirrors)
                                 Fault tolerant infrastructure.
                                 Intelligently caches most frequently accessed
     Caching Capabilities
29                               applications giving the ability to serve information          3
     (Proxies)
                                 locally.
                                 Ability to scale as business and implementation expand
30 Scale as needed               without cumbersome architecture re-work. Enables              3
                                 architectural flexibility.
   Addressing user with
31                               how do we know which one is production machine?               4
   multiple machines
   Client agent                  How do you configure client agent to access a local
32 configuration/Nearest         server? How does the client auto configures for the           5
   Server Auto Detection         nearest available distribution point?
   Infrastructure Sub Total
        5. Reporting
                                 Logs collected in open database. Ability to create
                                 custom reports based on log entries and information
                                 important to our organization. Ability to filter on error
33 Centralized Logging                                                                         4
                                 codes or severity levels will reduce time to debug
                                 failures and proactively fix problems. Increases quality
                                 of service.
                                 Reports on all system activity including traffic reports,
                                 summary reports, resource consumption reports, and
34 Activity Reporting                                                                          5
                                 application version reports by endpoint. Increases
                                 environmental understanding.
                                 Administrators may be assigned control over a certain
35 Role Based Administration     set of tasks based on their responsibilities and skill        3
                                 level.
36 Compliancy Reports            Able to generate compliancy reports on demand                 5
37 Installation stats            able to generate installation statistics                      5
   Reporting Sub Total
        6. Packaging
                              Ability to manage all operating system environments
                              through one solution. Tool automatically detects
                              proper package to distribute for endpoint operating
38   Package Segmentation                                                                      4
                              system or endpoint language. Ability to distribute multi-
                              language and multi-operating system (Windows 2000
                              desktops/servers ) packages.
                              Ability to package applications for distribution, shrink-
                              wrap/third party applications, custom or in-house
39   Packaging Flexibility    applications, service packs, Java, Visual Basic, MSI or          2
                              file packages. Ensures any application may be
                              managed through the solution.
                              Provides patch and transform management. Controls
                              windows installer policies. Logs all MSI installer
40   MSI Compliant                                                                             2
                              actions. Adds value to MSI packaging. Makes MSI
                              management feasible. Import
                              Ensures package contents are exactly as desired
41   Package Editing                                                                           2
                              without having to repackage.
                              Delivery of applications and content to Windows
42   Windows Platform Support                                                                  5
                              platforms available.
     Packaging Sub Total
       7. Administration
                                 All endpoints may be manipulated using a central
                                 management console. Central administration over
   Central Management
                                 packages, entitlement, and remote endpoints.
   Capabilities/Remote
43                               Remotely administer endpoints. Install applications,          5
   Administration of Endpoint
                                 repair applications or uninstall applications from a
   Agent
                                 single management console. Reduces administrative
                                 tasks. Reduces support/help desk calls.
     Remote Administration of    Ability to manage system from a single console. Ability
44                                                                                             1
     Server Components           to run servers in a "lights out" environment.
                                 Administration roles may be assigned using existing
45 LDAP/AD Compliant             users and group associations saving administrative            4
                                 time.
                                 Allows simplistic job mimicking. Enables multiple
46 Command Line                                                                                1
                                 deployment objects to be quickly created.
   Easy-to-Use Graphical         Consistent easy to use interface across product
47                                                                                             4
   Interface                     functionality. Online help available and extensive.
                                 Manage all facets of user environment including
     Comprehensive Endpoint      operating system patches, service packs, registry
48                                                                                             2
     Management                  entries, .ini files, configuration files, environment
                                 variables, and applications.
     Multiple Installation       Configurable user interaction. May distribute packages
49                                                                                             4
     Methods                     in silent, semi-silent or fully interactive mode.
                               Deliver applications to users who are authorized to use
                               the application by sampling publishing the application.
50   Publish and Subscribe     Changes to applications are automatically downloaded            4
                               to users of the application. Ensures corporate desktop
                               standards are followed.
                               Endpoints automatically check-in to receive latest
     Automatic Scheduled
51                             updates. No end user or administrative intervention             4
     Updates
                               required. (Client agent)
                               Users able to pull applications on demand from an
52   On Demand Installation    easy to use web interface. Authorization based upon             4
                               user characteristics.
                               Once a deployment is defined; run the deployment
53   Easily Repeat Deployments according to schedule with no manual intervention. (re-         2
                               install)




                                                                                                     Page 2                                   ESD Feasibility Study Template
Desktop Management Evaluation Checklist

                                                                                                               Product 1                         Product 2
                                                                                           Weight Rating                         Rating
No            Feature                               Description                                             Rank      Comments            Rank            Comments
                                                                                            1-5    0-3                            1-3
                                Determines if sufficient resources available or package
54 Package Prerequisites                                                                     2
                                dependencies exist on target before installation.
                                Remove superfluous applications on endpoints.either
55 Uninstall Applications       installed by product or external. Ability to manage          2
                                application lifecycle.
56 Pre-Install Scripting        ability to assess and modify machine state                   2
                                Power to manage processing that must occur after a
57 Post-Install Scripting                                                                    2
                                task is performed such as clean-up procedures.
                                If a problem exists with a deployment, rollback
                                capability increases quality of service and decreases
58 Rollback                                                                                  2
                                administrative costs. (Vendor limitations apply) (Native
                                & non-native)
                                Ensures applications are intact on endpoints.
                                Increases endpoint availability. Decreases time to
59 Verify/Repair                                                                             2
                                diagnose and fix problems. Reduces help desk calls.
                                (vendor limitations apply)
     Administration Sub Total
         8. Security
60 Encryption                   Security Requirements. Administrative Security.              5
    Security Sub Total
9. Implementation & Support
                                Reliable, helpful support team. Flexible support
61 Support Procedures                                                                        3
                                packages offered.
                                Involvement of Professional Services may decrease
   Professional Services
62                              time to market for distribution product. Ensures best        3
   Available
                                practices followed during implementation.
     Implementation &           Ability to easily implement the solution in a desirable
63                                                                                           3
     methodology Timeframe      and accomplishable time frame. 3 to 6 months
                                Ensures all staff are knowledgeable and comfortable
64 Comprehensive Training       performing daily tasks. Decrease time to market.             3
                                Decreases total cost of ownership.
65 On-going support             provide on-going support                                     3
   Implementation & Support
   Sub Total
       10. Inventory
                                Based on latest standards. All available machine
66 WMI Compliant                information collected. (if BIOS info is blank (like make     5
                                or serial number), how is the info collected?)
                                Comprehensive understanding of owned hardware
     Hardware Information       assets. Enables companies to proactively upgrade or
67                                                                                           5
     Gathered                   replace hardware. Identifies hardware eligible for lease
                                renewal.
                                Essential to understanding machine environment.
                                Provides ability to look at 'snap shot' of the machine
     Software Information
68                              characteristics. Reports information used for license        5
     Gathered
                                compliance. Physical Software inventory, registry
                                check or Add Remore programs
                                Open published database schema allows for
69 Open Database as Target      customized reporting. Inventory information is               5
                                available to anyone having database access.
                                Easily generate information on machines within your
     Reporting from Inventory
70                              domain. Ability to integrate information with asset          4
     Database Available
                                management system.
                                Initial scan accomplished in less than two minutes;
                                subsequent scans performed in seconds. Does not
     Non-Intrusive Inventory
71                              interfere with machine processing. Transparent to end        5
     Scan
                                user. Store and forward or connection dependent.
                                Subsequent scans only sends delta
                                Accommodates collection of custom IT asset
                                information. Ability to extend inventory information
72 Customizable                                                                              3
                                collected to include information important to
                                organization.
   Schedule Inventory
73                              Ability to schedule inventory collection on demand           4
   Collection
   Inventory Sub Total
         11. Pricing
   SW Pricing Structure
74                              Licence for 20,000 users + 1 year maintenance +
   (License + Maintenance)




                                                                                                   Page 3                                   ESD Feasibility Study Template

Flevy.com - Feasibility Study Template for Electronic Software Distribution

  • 1.
    Desktop Management EvaluationChecklist Product 1 Product 2 Weight Rating Rating No Feature Description Rank Comments Rank Comments 1-5 0-3 1-3 1. Mobility Mobile workforce able to be managed through single Supports Disconnected solution. Efficiently and reliably manages dial-up 1 5 Users employees. Reduces the many help desk calls generated by mobile staff. Eliminates need to send entire application over and 2 Byte Level Differencing over. Greatly reduced update times. Increases quality 5 of service. 3 File Level Differencing Greatly reduces update times. 5 Defines how much bandwidth should be used for software distributions ensuring the network is not 4 Bandwidth Throttling crippled during a large update. Increases end user 5 experience by allowing user to continue working on other tasks during package transmission. 5 Compression Reduces transport time. (Compression ratio) 3 Ensures applications are received in their entirety on 6 Checkpoint Restart endpoint without having to restart a deployment. 5 Reduces administrative tasks and costs. Mobility Sub Total 2. Usability Ability to add corporate logo and corporate syntax to client agent. Ability to customize "look and feel" of 7 Brand Client Agent 1 endpoint. Increases user comfort level. Increases usability. Familiar Web based style user interface/Easy to use 8 User Interface/GUI 5 graphical user interface 9 End user Support built-in end user HELP support 2 Usability Sub Total 3. Entitlement Assign applications to relevant users, groups and machines. Ability to define targets according to 10 Intelligent Targeting 5 inventory results. Dynamically target based upon current endpoint characteristics. Ability to assign applications to users or groups who Targeting based on user id 11 require the application. (Required effective database 5 or group association management - AD & User Registration systems) Ability to assign applications to machines that require Targeting based on the application as part of the machine profile. 12 5 machine characteristics (Required effective database management - AD & User Registration systems) (eg: CompaqSoftpaq) Ability to target based upon existing users and groups. 13 LDAP/AD Compliant 4 (Identify ownership of workstation based on user) Policies enforced at endpoint. Ability to make applications available, install applications, delete 14 Subscription States 1 applications from a users machine. Ability to stage application on endpoint for later installation. Applications installed automatically upon inclusion in target group. Once application assigned to a specific profile, those users receive applications automatically. 15 Automated Entitlement 5 (on going process - automatic updates as part of the membership to a group) (eg: Project, Access, Visio license). Define, distribute, and enforce application subscription policies for entire user communities. Ability to assign an Accounting application to anyone in accounting 16 Centrally Managed Policies 5 department. As members of the department change, no need to change subscription policies. Able to direct applications to users who require it. Delegate ongoing administration of subscription Delegated administrative policies to individual administrators. Delegate 17 3 roles application administration to those IT departments responsible for a set of endpoints. Entitlement Sub Total 4. Infrastructure Ensures all endpoints receive latest updates regardless 18 Intelligent Pull Technology of the current state of the machine. Reliably deploy all 4 packages to endpoints on a scheduled basis. Reliable, public protocol. Internet transmission capabilities. Communicating over TCP/IP implies no 19 HTTP/HTTPS 2 changes in existing infrastructure. Ability to communicate over secured protocol. Enables communication through firewall port settings. Configurable Network Ports 20 Configuration flexibility. Corporate standards may be 4 Used for Delivery applied. Supported Platforms Existing hardware infrastructure supported. (Windows 21 Compliant with Company 5 2000 desktops/Server, Standards Paltform - Novell File & Existing hardware infrastructure supported. Ability to 22 3 Print distribute package directly to a Novell Share. Update Change Management software using same 23 Self-Updating Client Agent 5 Change Management tool. Management Service 24 Management Service Provider (outsourced). 2 Provider (outsourced). Add functionality as business expands. Eliminate 25 Modular Architecture purchase of unnecessary functionality. Decreases total 5 cost of ownership. Ability to support thousands of simultaneous endpoints Large number of endpoints efficiently and cost effectively. (3000 to 5000 26 5 supported simultaneous endpoints with scalability to 30000 over all population) Page 1 ESD Feasibility Study Template
  • 2.
    Desktop Management EvaluationChecklist Product 1 Product 2 Weight Rating Rating No Feature Description Rank Comments Rank Comments 1-5 0-3 1-3 Provides mechanism for serving many endpoints from Fan Out Distribution 27 more than one server. Off loads processing from 5 (Repeaters) primary server. Minimizes WAN traffic. Efficiently support large numbers of endpoints. Load Balancing Servers 28 Provides disaster recovery or backup mechanism. 5 (Mirrors) Fault tolerant infrastructure. Intelligently caches most frequently accessed Caching Capabilities 29 applications giving the ability to serve information 3 (Proxies) locally. Ability to scale as business and implementation expand 30 Scale as needed without cumbersome architecture re-work. Enables 3 architectural flexibility. Addressing user with 31 how do we know which one is production machine? 4 multiple machines Client agent How do you configure client agent to access a local 32 configuration/Nearest server? How does the client auto configures for the 5 Server Auto Detection nearest available distribution point? Infrastructure Sub Total 5. Reporting Logs collected in open database. Ability to create custom reports based on log entries and information important to our organization. Ability to filter on error 33 Centralized Logging 4 codes or severity levels will reduce time to debug failures and proactively fix problems. Increases quality of service. Reports on all system activity including traffic reports, summary reports, resource consumption reports, and 34 Activity Reporting 5 application version reports by endpoint. Increases environmental understanding. Administrators may be assigned control over a certain 35 Role Based Administration set of tasks based on their responsibilities and skill 3 level. 36 Compliancy Reports Able to generate compliancy reports on demand 5 37 Installation stats able to generate installation statistics 5 Reporting Sub Total 6. Packaging Ability to manage all operating system environments through one solution. Tool automatically detects proper package to distribute for endpoint operating 38 Package Segmentation 4 system or endpoint language. Ability to distribute multi- language and multi-operating system (Windows 2000 desktops/servers ) packages. Ability to package applications for distribution, shrink- wrap/third party applications, custom or in-house 39 Packaging Flexibility applications, service packs, Java, Visual Basic, MSI or 2 file packages. Ensures any application may be managed through the solution. Provides patch and transform management. Controls windows installer policies. Logs all MSI installer 40 MSI Compliant 2 actions. Adds value to MSI packaging. Makes MSI management feasible. Import Ensures package contents are exactly as desired 41 Package Editing 2 without having to repackage. Delivery of applications and content to Windows 42 Windows Platform Support 5 platforms available. Packaging Sub Total 7. Administration All endpoints may be manipulated using a central management console. Central administration over Central Management packages, entitlement, and remote endpoints. Capabilities/Remote 43 Remotely administer endpoints. Install applications, 5 Administration of Endpoint repair applications or uninstall applications from a Agent single management console. Reduces administrative tasks. Reduces support/help desk calls. Remote Administration of Ability to manage system from a single console. Ability 44 1 Server Components to run servers in a "lights out" environment. Administration roles may be assigned using existing 45 LDAP/AD Compliant users and group associations saving administrative 4 time. Allows simplistic job mimicking. Enables multiple 46 Command Line 1 deployment objects to be quickly created. Easy-to-Use Graphical Consistent easy to use interface across product 47 4 Interface functionality. Online help available and extensive. Manage all facets of user environment including Comprehensive Endpoint operating system patches, service packs, registry 48 2 Management entries, .ini files, configuration files, environment variables, and applications. Multiple Installation Configurable user interaction. May distribute packages 49 4 Methods in silent, semi-silent or fully interactive mode. Deliver applications to users who are authorized to use the application by sampling publishing the application. 50 Publish and Subscribe Changes to applications are automatically downloaded 4 to users of the application. Ensures corporate desktop standards are followed. Endpoints automatically check-in to receive latest Automatic Scheduled 51 updates. No end user or administrative intervention 4 Updates required. (Client agent) Users able to pull applications on demand from an 52 On Demand Installation easy to use web interface. Authorization based upon 4 user characteristics. Once a deployment is defined; run the deployment 53 Easily Repeat Deployments according to schedule with no manual intervention. (re- 2 install) Page 2 ESD Feasibility Study Template
  • 3.
    Desktop Management EvaluationChecklist Product 1 Product 2 Weight Rating Rating No Feature Description Rank Comments Rank Comments 1-5 0-3 1-3 Determines if sufficient resources available or package 54 Package Prerequisites 2 dependencies exist on target before installation. Remove superfluous applications on endpoints.either 55 Uninstall Applications installed by product or external. Ability to manage 2 application lifecycle. 56 Pre-Install Scripting ability to assess and modify machine state 2 Power to manage processing that must occur after a 57 Post-Install Scripting 2 task is performed such as clean-up procedures. If a problem exists with a deployment, rollback capability increases quality of service and decreases 58 Rollback 2 administrative costs. (Vendor limitations apply) (Native & non-native) Ensures applications are intact on endpoints. Increases endpoint availability. Decreases time to 59 Verify/Repair 2 diagnose and fix problems. Reduces help desk calls. (vendor limitations apply) Administration Sub Total 8. Security 60 Encryption Security Requirements. Administrative Security. 5 Security Sub Total 9. Implementation & Support Reliable, helpful support team. Flexible support 61 Support Procedures 3 packages offered. Involvement of Professional Services may decrease Professional Services 62 time to market for distribution product. Ensures best 3 Available practices followed during implementation. Implementation & Ability to easily implement the solution in a desirable 63 3 methodology Timeframe and accomplishable time frame. 3 to 6 months Ensures all staff are knowledgeable and comfortable 64 Comprehensive Training performing daily tasks. Decrease time to market. 3 Decreases total cost of ownership. 65 On-going support provide on-going support 3 Implementation & Support Sub Total 10. Inventory Based on latest standards. All available machine 66 WMI Compliant information collected. (if BIOS info is blank (like make 5 or serial number), how is the info collected?) Comprehensive understanding of owned hardware Hardware Information assets. Enables companies to proactively upgrade or 67 5 Gathered replace hardware. Identifies hardware eligible for lease renewal. Essential to understanding machine environment. Provides ability to look at 'snap shot' of the machine Software Information 68 characteristics. Reports information used for license 5 Gathered compliance. Physical Software inventory, registry check or Add Remore programs Open published database schema allows for 69 Open Database as Target customized reporting. Inventory information is 5 available to anyone having database access. Easily generate information on machines within your Reporting from Inventory 70 domain. Ability to integrate information with asset 4 Database Available management system. Initial scan accomplished in less than two minutes; subsequent scans performed in seconds. Does not Non-Intrusive Inventory 71 interfere with machine processing. Transparent to end 5 Scan user. Store and forward or connection dependent. Subsequent scans only sends delta Accommodates collection of custom IT asset information. Ability to extend inventory information 72 Customizable 3 collected to include information important to organization. Schedule Inventory 73 Ability to schedule inventory collection on demand 4 Collection Inventory Sub Total 11. Pricing SW Pricing Structure 74 Licence for 20,000 users + 1 year maintenance + (License + Maintenance) Page 3 ESD Feasibility Study Template