The document describes an IBM Rational Discovery and Deployment Planning workshop. The workshop aims to (1) assess a client's current development and deployment capabilities, (2) define a vision and prioritize improvements to those capabilities based on IBM best practices, and (3) develop a roadmap to implement the improvements. Participants would include key leaders from development, operations, and other stakeholder teams. The workshop would analyze the client's goals, practices, technologies, and challenges. It would produce recommendations for capability improvements, an initial architecture design, and an adoption roadmap to implement changes in a phased approach based on proven practices.

1. Discovery and Deployment Planning Workshop
IBM Rational © Software Services
© 2014 IBM Corporation

2. What headlines keep them up at night?
Change is a Risk
Dev always changes requirements
Security Breach
Reducing $/time of Deployments
Support SLAs
Avoid the Outages
Manage Complex Environment
Change is Our Business
Biz always changes requirements
Poor Quality or Missing the Mark
Fail to Meet Business Needs
Rework (defects)
Too much time to
Rolled Back Applications
IBM Rational Discovery and
Deployment Planning workshop is a
great first step to bring these folks
together and kick off you’re your
improvement initiative.
Ops
Dev
Deploy
PM
Release
Architect
QA
LOB leader
© 2014 IBM Corporation

3. Discovery and Deployment Planning Workshop
IBM will collaborate with you to
understand your current situation,
goals and constraints. The
Discovery and Deployment
Planning Workshop will aim to
capture sufficient information to
make specific recommendations
for improvement and
implementation.
 Intended Audience:
 Key leadership from practice areas and
stakeholder organizations
 Value Proposition
 Clear recommendations for capability
improvements aligned to your business
goals
 Initial Architecture
 Adoption roadmap based on proven best
practices
 Activities
 Workshop planning
 Collaborative discussion on current status,
future goals and adoption requirements
 Produce Deliverable
 Deliverables
 Capability Improvement Recommendations
 Architecture
 Adoption Roadmap
 Resources
 Typically 2 IBM Consultants
© 2014 IBM Corporation

4. Plan / Measure
Develop / Test
Scaled
Define release with
business objectives
Measure to customer value
Improve continuously with
development intelligence
Test Continuously
Leverage Quality Tends
Manage environments
through automation
Provide self-service build,
provision and deploy
Automate problem isolation
and issue resolution
Optimize to customer KPIs
continuously
Reliable
Plan and source
strategically
Dashboard portfolio
measures
Manage data and virtual
services for test
Deliver and integrate and build
continuously
Standardize and automate
cross-enterprise
Automate patterns-based
provision and deploy
Optimize applications
Use enterprise issue
resolution procedures
Repeatable
Link objectives to releases
Centralize Requirements
Management
Measure to project metrics
Link lifecycle information
Deliver and build with test
Automate testing
Embed Quality Reporting
Plan departmental releases
and automate status
Automated deployment with
standard topologies
Monitor using business and
end user context
Centralize event notification
and incident resolution
Practiced
Practice based Mobile DevOps maturity model
Release / Deploy
Monitor / Optimize
Document objectives locally
Manage department
resources
Manage Lifecycle artifacts
Schedule SCM integrations
and automated builds
Test following construction
Plan and manage releases
Standardize deployments
Monitor resources
consistently
Collaborate Dev/Ops
informally
IBM’s approach to DevOps White paper
Adopting IBM’s approach
© 2014 IBM Corporation

5. Agenda Overview
Step 4
Step 3
Step 2
Step 1
Theme
Activities
Current Status
Assessment
Objective
•Client Capabilities: Current Status
•Business Goals for Improvement
•Solution Capability Oriented
•People, Practices, Technology, information
Capability
Vision and
Priorities
•IBM Best Practices for Solution Capabilities
•Discussions to refine Objective Capability
•Prioritize Incremental Capabilities
•Vision, User Value, Pain and Complexity
Solution
Improvement
Roadmap
•IBM Best Practices for Adopting Solution
•Identify Key Milestones
•Roadmap activity to define actionable plan
•Define Quick Win Pilot
Executive
Sponsor
Review
•Review Outcomes
•Assumptions & Risks
•Gain concurrence
•Identify next steps
Draft Results
IBM’s approach to DevOps White Paper
Adopting IBM’s approach
Current State
Assessment
Objective & Prioritized
Capabilities
Adoption Roadmap
The workshop participants deliver
a presentation based on the
workshop outcomes that will
include maturity assessment, your
goals, a prioritized roadmap and
recommended architecture.
© 2014 IBM Corporation

6. Discovery and Deployment Planning Workshop
 Goals and Objectives:
– Gain agreement on a common understanding of your current state and
business goals for as they apply in general and to your organization
– IBM to gain an understanding of your current capabilities, challenges and
goals for implementing or improving your capabilities
– IBM will facilitate a series of presentations, discussions or demonstrations
to assist you in defining the improved or new capabilities you intend to
deploy and outline a roadmap achieving those improvements
 Participants:
– Typically a workshop will include 10-12 leaders/decision makers of your
development and operations/ infrastructure teams
– Technical members of these teams to attend the workshop who can
provide the appropriate insight to further the workshop goals.
© 2014 IBM Corporation

7. Assessment and Planning Workshop: Preparation
 Your team will facilitate a current status discussions on first day to
– Define your business and technical goals for improving your capabilities
– Introduce IBM to your current capabilities, practices and architecture
– Outline any your goals/objectives for the next 6-18 months
 The discussion should include
– Business and Technical Goals: We would like to understand your vision for
software delivery improvements and how they should drive scope, direction,
measures for success.
– Current capabilities and challenges discussion: During most of the first day, we
would like your team provide insights into your current including architecture,
practices, roles/skills, usage models and pain/challenges.
• Solution Adoption and Administration
• Measure; Collaboration; Demand and Prioritization; Strategy;
Requirements; Management
• Design; Construct; Configuration; Management; Build; Test; Assess Quality
• Plan; Release; Deploy; Provision
• Monitor; Events; Optimize
© 2014 IBM Corporation

8. IBM Rational Lab Services Client Stories
Client
Win
| Workshop
Insurance Client uses the workshop to move forward their CLM adoption
Need
A roadmap outlining the overall strategy for complete enterprise-wide
adoption of five CLM products purchased. Additional need for an initial phase
one roadmap for short-term execution with clear milestones and activities
which can implemented iteratively.
Solution
Discovery and Deployment Planning Workshop tailored to include business
planning and some release/deploy use cases for implementing CLM/DevOps
solution.
Implementation
Rational Services facilitated the workshop. Client provided practice and
stakeholder leaders from business integration, requirements, design,
development, test and UAT teams. The workshop delivered a current status
assessment, architecture (heterogeneous) and a 12-month roadmap. The
deliverable of the workshop helped the client’s executives make an informed
decision to reallocate funds and accelerate their roll out plans.
Value
The workshop accelerated the client decision/planning timeline by
approximately three months while benefiting from IBM’s best practices and
experiences.
Feedback
"...the outcomes of IBM's workshop doubled my expectations and enabled us
to take the outcomes directly to our senior execs for resourcing..."
© 2014 IBM Corporation

9. IBM Rational Lab Services Client Stories
| Workshop
Financial Institution uses the workshop to complete the planning for the
continuous delivery capability improvement
Client
Win
Need
A Financial Institution wanted to complete an enterprise-wide DevOps transformation.
They needed to validate their assumptions and they wanted expertise and best
practices. They needed a roadmap to follow and guidance on architectural design.
Solution
Discovery and Deloyment Planning Workshop focus on continuous delivery capability,
and a recommended three phase adoption approach with an associated architecture
that evolved over each phase.
Implementation
Discovery calls and meetings were conducted prior to the on-site workshop focused on
understanding current state, and identify pain points and improvement points in practice
areas. On-site workshop included senior management from various (tools,
infrastructure, practice and user) communities to identify goals, measures and
challenges to improving continuous delivery. ISSR facilitated the workshop following a
prepared agenda that led the client team to make decisions within the workshop. This
output led to an agreed to roadmap and architecture.
Value
The workshop saved a lot of time for the client by achieving the goals for planning.
Additionally, it helped established a reliable partner benefiting from IBM’s best practices
and experiences.
Feedback
“…your workshop saved us three months of meetings to achieve similar results that we
achieved over three days – and we were able to leverage your experiences and best
practices.”
“…IBMs solution is comprehensive enough to meet our continuous delivery
requirements without having to buy or build third party tools”
© 2014 IBM Corporation

10. Questions
© 2014 IBM Corporation

11. Capability Descriptions
Capability
Roles
Tools
Administer
The capability to deploy, administer and change the technical solution including infrastructure, middleware and
applications.
Practice Summary
SysAdmin
All
Adopt
The capability to manage organizational change, define and deploy solutions and measure success of adoption
Core team, practice area leads,
department SMEs
All
Assess Quality
The capability to assess the user experienced and defined quality of deployed applications.
Developer, Tester
RQM, RTC, Worklight
Developer
RTC, JBE, BF
All
All
Analyst, Developer, Tester
All
Developer
RTC
Configuration
Management
The capability to compile, package and prepare software assets. Includes selection of source code for
compilation, managing
The capability to integrate lifecycle teams in a single, integrated collaborative environment. Providing context
and visibility for all users through lifecycle links, displaying BI reporting in team, program, individual dashboards.
Manage and govern change of content and assets. Report.
The capability to manage the versions and configuration of assets, merge changes and manage the integration of
changes.
Construct
The capability to construct, change and correct applications using a varierty of coding models and tools.
Build
Collaborate
Deploy
Design
The capability to define, manage, execute, provision and deploy deployed application-related assets; collaborate
Deployer, Developer, Infrastructure
Dev and Ops team activities that affect deployment application-related assets. Assets include application and
infrastructure code, environment specification, workflow.
The capability to construct design and application/infrastructure code to successfully meet requirements
Analyst, Architect, Developer
expectations; analyze impact of change; control asset changes and integrations from distributed teams, build
assets; centralize, automate and manage tasks and control access and flows of change.
Events
The capability to manage and resolve events that occur in environments across the lifecycle.
Management
The capability to scope, plan, schedule, manage, track and process work for a project or program (cross project).
Measure
Monitor
Optimize
The capability to define outcomes, assign value metrics and measure the adoption and operations of Release &
Deploy activities
The capability to configure monitoring criteria, plan and manage responses to issues, collaborate Dev and Ops
responses.
The capability to leverage monitoring results and user/technical requirements to optimize the deployed
application experience.
Infrastructure
UC Deploy, MaaS360,
JazzHub
RTC, RDM, RRC
SmartCloud Control Desk
CIO staff, Program/LOB manager,
RTC
Project manager, Project team
Assurance team, SysAdmins,
All embedded, RRDI, Insight
Program/Project Managers
SmartCloud APM,
Infrastructure
SmartCloud Control Desk
Infrastructure, Tester, Developer
SmartCloud Control Desk
Release Manager, Deployer,
Program/Project Manager
Release
Deployer, Developer, Infrastructure
SmartCloud Orchestrator,
IPAS, Softlayer, JazzHub
Release Manager, Deployer,
Program/Project Manager
Release
Plan
The capability to plan releases across the lifecycle and manage the plan during execution.
Provision
The capability to deploy environments, middleware and other assets to support application deployments.
Release
The capability to manage changes to applications into the software delivery pipeline.
Requirements
The capability to create, change, manage and use patterned requirements to support project scoping, analysis
and define outcomes for design, construction and test. Assess impact of change.
Analyst, Stakeholder, Project Team
RRC, RTC
Strategy
The capability to collaboratively define, manage and change enterprise and portfolio software change delivery.
All
Focal Point, UC Release,
RRC, RTC
Test
The capability to plan, define, virtualize, automate, manage and execute testing.
Analyst, Tester
RTC, RQM
© 2014 IBM Corporation