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SPEAKCLOUDEMBRACINGDIGITALTRANSFORMATIONiSpeak Cloud Volume 2JEANNE M. MORAINSponsored by:
iSpeak Cloud: Embracing Digital TransformationFirst print edition, May 2016ISBN: 978-0-9846757-4-6All contents copyright 2016 by iSpeak Cloud, LLC. All rights reserved. No part ofthis document or the related files may be reproduced or transmitted in any form,by any means (electronic, photocopying, recording or otherwise), except by sponsorHewlett Packard Enterprise or for inclusion of brief quotations in review or article,without prior written permission of iSpeak Cloud, LLC.iSpeak Cloud and iSpeak, are trademarks of iSpeak Cloud, LLC.All other trademarks are the property of their respective owners.Visit us on the web: www.ispeakcloud.comCreditsGraphic Design and Artwork: Paul Daniels and Wire Stone, LLC.Producers: Michael Procopio, Elaine Korn and Muneer MubashirAssistant Producers: Sheila Mangione and Jeanne MorainEditor: Mangione, Payne and Associatesi
DedicationChange AgentsThe iSpeak Cloud series is dedicated to the men and women who have burned themidnight oil to identify and resolve gaps in people, process and technology over thelast two decades. They have embraced change and forged new ground from the clientto the cloud and, in their enterprises, they are the drivers of digital transformation.There are a few people I want to highlight not only for their contributions to the bookbut also their phenomenal successes in promoting positive organizational and technologychange with proven results.It is dedicated also to my family and friends for their love, support and sacrifices overthe years. In particular, I include late nephew Steven Smith, who may be gone but willnever be forgotten, his brother Chris, a true hero to the community, our country and ourfamily, and my surviving nephew Ray Morain for his courage and strength on his longjourney to recovery.Aaron Amendolia, Vice President of Service Delivery, National Football LeagueGary Acromite, Chief Information and Logistics Officer, Gavilon GroupKia Behnia, CEO, PowWow MobileMark Bodman, IT4IT StrategistWinston Bumpus, President of Desktop Management Task ForceHeroesBrian Cinque, Cloud Service Leader, General ElectricA special thank you to Hewlett Packard Enterprise for sponsoring and supportingthe independent research contained in this book. The contributors come from a widevariety of public- and private-sector entities and serve in diverse roles and disciplinesacross industry, business and technology. iSpeak Cloud recognizes and extends a specialthank you to everyone who took the time to interview and/or provide feedback forthis book, including:Don Cox, Chief Information Security OfficerLenin AboagyeBryan DiehlEvan MaxeyLorenzo Hines, Portfolio Leader, Citi CardsDavid AngradiCraig FaruncheckMuneer MubashirChad Jones, Chief Executive Officer, Virtual StrategiesChris ArmstrongRyan FeeMaria OliveriaAndi Mann, Chief Technology Advocate, SplunkSrikanth BalusaniJocelyn GoldfienPaul PeisnerMatt BauschBen GordonMichael ProcopioDr. Victoria Molfese, Chancellor Professor, University of Nebraska and Associate EditorDevelopmental NeuropsychologyJim BerryLinda KavanaghJames RhodesCharlie BetzTom KlemzakTyler RohrerJames BurdickDavid LanglaisAndy SantosaPaul BurnhamLouis LendiBob SmallClaudiu BurdeleanNate LenoirPat SpicaChris CasonJennifer LewisAndy SantosaGreg ChamackAndi LimTiffany ToSteve ChambersMichael MattalTy TobiniiMarios Daminades, Partner at E&Y and Board Advisor, ISACAEmerald de Leuuw, CEO of EurocomplyMalcolm Fry, Industry Luminary and AuthorShirley Gao, Chief Information Officer, Young’s Market CompanyJim Noble, Former Chief Information Officer, General Motors, AOL and Merrill LynchVeronica O’Shea, Former Executive Vice President, eBay, Senior Vice President, SAP,and General Vice President and General Manager at OracleAlex Ryals, Vice President of Internet of Things, Cloud and Security, AvnetCindy Schumacher, Former Chief Information Officer, Cognizant and ExpediaOren Taylor, Director, CDG EuropeWilliam Velez, Chief Information Officer, Global Financial InstitutionRuth Veloria, Executive Dean, School of Business, University of Phoenixiii
About the AuthorJeanne Morain is the principal researcher and consulting strategist at iSpeak Cloud.She has held various executive roles in strategy and product management with theApollo Group, Flexera Software, VMware (Thinstall) and BMC Software (Marimba).Jeanne currently advises startups and large enterprises on implementing new productsand strategies to enable excellence in the digital economy.Jeanne has two decades of experience in systems management, virtualization and cloudcomputing and has participated in the implementation of solutions for millions of usersacross Fortune 2000 companies. She has won numerous awards for her work, includingthe prestigious International Association of IT Asset Manager’s Fellow Recipient in2016 for her work in business service management, Lifetime Member Award in theareas of business service management, universal clients (also known as virtual desktopinfrastructure), dynamic data center and virtualization. She is an author and coauthor ofbooks on BSM, virtualization and cloud computing.Jeanne is best known for her customer-/partner-centric approach to research and solutions.Based on her involvement in dozens of enterprise software implementations and thelessons learned gathered through interviews with 180 business and technology leaders,she has developed templates, processes and prescriptive guidance that help enterprises tonot only accelerate the transition to cloud but also transform themselves to compete in thedigital age. She is a noted industry speaker at VMworld, Interop, CloudSlam, IAITAM,CXO events and other user conferences. She has written blogs as well as articles fortrade publications. Jeanne holds a Master’s degree from Southern Illinois University andcertification in ITIL. www.ispeakcloud.com, twitter @JeanneMorain.About Hewlett Packard EnterpriseHewlett Packard Enterprise is an industry-leading technology company that enablescustomers to go further, faster. With the industry’s most comprehensive portfolio, spanningthe cloud to the data center to workplace applications, our technology and services helpcustomers around the world make IT more efficient, more productive and more secure.ivA Technology Leader’s Perspective:Alex RyalsVice President of Solutions DevelopmentAvnet, Inc.Embracing Transformation before IoTBecomes MainstreamMany enterprises are hybrid by happenstance, not by choice. They didn’t implement hybridcloud solutions as part of an overarching strategic initiative. Just as they struggled in thepast with virtual sprawl and stall, today they are feeling the growing pains of cloud sprawl.Over the last two years, Jeanne and I have been teaching workshops on how to consolidateand create a cohesive strategy to cross the proverbial cloud chasm. The concepts in the fivestage process in her iSpeak Cloud books are relevant whether your organization is a smallone or a large one. With cloud-based solutions moving into the mainstream and newerdisruptive technologies emerging, it’s more important than ever for leadership from IT andthe business to unify their strategies, eliminate silos and automate manual processes.Internet of Things (IoT) will bring an even greater level of change and disruption as moredevices and threat points connect in the cloud. Highly publicized breaches in this area havetaught us that unsecured cloud portals not only lead to issues with IoT devices but also withadjacent company systems to which those devices are connected. The security servicesmentioned in this book—microservices that scrub connecting services for vulnerabilitiesand compliance—will be imperative as more of these devices are connected to enterpriseand shared third-party networks.The core principles of incorporating business, security and regulatory compliance intoinitial planning and design are critical for building a solid foundation to quickly onboardcloud services while reducing risks. To Jeanne’s point, the industry is undergoing a majortransformation across the layers in the stack. Everyone across the ecosystem from theconsumers to the providers of the technology solutions need to adapt and embracethe change.v
A Business Leader’s PerspectivePrefaceVeronica O’SheaFormer Executive Vice President, eBay, Senior Vice President,SAP, General Vice President and General Manager,Oracle“Digital transformation and enterprise hybridcloud strategy are the chicken and egg.Hybrid cloud expedites digital transformationand digital transformation accelerates theadoption of hybrid cloud and expandsits reach.”New Realities in the Digital AgeThe digital natives described in this book are transforming the way companies mustmarket, sell and pivot to customers. Digital consumers are connected and empowered likenever before. Technology enables them to buy virtually anything instantly, from any device,and take delivery anywhere. In the digital age, consumers are in control and successfulcompanies must consistently and systematically meet their needs.Providing customers with an omnichannel experience—that is, interacting acrossevery channel the consumer wants to use—is more of a requirement than an advantagein today’s market. Consumers have many options at their fingertips and they know it.They won’t hesitate to jump to a competitor who does a better job of anticipating andresponding to their needs. Business leaders, including chief information officers (CIOs),have to embrace that new reality and adapt quickly to deliver the technology-basedsolutions required for survival.This book’s approach to digital transformation sketches out a vivid roadmap for success.Gone are the days of IT being either a segregated or integrated provider of services.In the digital enterprise, technology is the very essence of business success. Businessleaders know their areas very well and should be empowered to implement solutions thatenable them to adapt to and embrace change to meet the needs of their customers.To survive and thrive in this new world, business leaders need the framework andguardrails this book describes to transform their enterprises without introducing risk ordriving up costs.Implementing the business discipline of traditional product management to fit the servicedelivery needs of customers has been Jeanne Morain’s passion. And her passion has driveninnovation and enabled her clients to evolve. The wisdom in this book comes from a depthand breadth of experience along with the ability to listen and learn. It is a must read forany business leader trying to cut through the confusion in an age of information overload.vi— Shirley GaoCIO, Young’s Market CompanyiSpeak Cloud: Embracing Digital Transformation is the second book in the iSpeakCloud series. It provides prescriptive guidance regarding tools and implementationstrategies for the framework and concepts introduced in the first book, iSpeak Cloud:Crossing the Cloud Chasm.The term cloud has a lot of hype associated with it. People define cloud in many differentways and that has resulted in confusion about what cloud is and isn’t. The iSpeak Cloudbooks use the National Institute of Standards and Technology definition which states thata cloud solution must, at a minimum, possess five characteristics: on-demand self service,broad network access, resource pooling, rapid elasticity and measurability.1iSpeak Cloud: Embracing Digital Transformation subscribes to the idea that no onesolution fits every digital transformation. Transformation needs vary depending oncustomers, employees, processes and the current technology state. The book providesinsight into the digital era, including its evolution from traditional IT and business servicemanagement. Moreover, it helps enterprises build a framework for implementing the cloudsolutions required for digital transformation. The templates, tools and guidance are basedon real-world implementation best practices within Fortune 2000 companies.A book coauthored by Jeanne Morain,Visible Ops Private Cloud,2 outlined the steps forcreating a solid foundation on which to build a private cloud and position IT to shift fromthe role of service provider to the role of service broker. Many of the interviewees for thatbook were just beginning to embrace cloud computing and were establishing policies toguide this shift. They viewed private cloud as a first step.1.The NIST Definition of Cloud Computing, National Institute of Standards and Technology, 2011.Available from http://www.nist.gov/itl/cloud/index.com.2.Visible Ops Private Cloud: From Virtualization to Cloud in 4 Practical Steps, Andi Mann, Kurt Milne and Jeanne Morain,IT Process Institute, 2011. Available from www.itpi.org.vii
In a book she later authored, Client4Cloud,3 she expanded on the impact of the shift to thecloud and the overall technology adoption by digital natives who were beginning to comeof age. The shift to a user-centric perspective helped drive a corresponding transition tohybrid cloud architecture. That brought additional risks as well as new regulations andcorresponding costs to the enterprise.In iSpeak Cloud: Crossing the Cloud Chasm,4 Jeanne expanded the prescriptive guidanceto creating a higher-level process for digital transformation to bridge the gap betweenwhere the business needs to be and IT’s ability to deliver solutions across the variousclouds, devices and channels to reach that destination. To bring the concepts to life, shewrote the book in the format of a script for a play. The primary objective was to providereal-world tools, templates and solutions for elevating the business perspective of the ITorganization from a service broker to a trusted advisor.In writing these four books Jeanne conducted more than 180 interviews with businessleaders, analysts, vendors and enterprise IT professionals. She also drew on her ownexperience, which involved participating in similar major shifts, such as business servicemanagement (BSM), regulatory compliance, virtualization and user-centric universalcomputing. All this experience gave her a broad and deep understanding of the benefitsand challenges of the digital transformation.The intent of this book is to provide a governance framework that will guide ITorganizations in successfully implementing hybrid cloud solutions that drivedigital transformation.Figure 1. Jeanne Morain books by year20052010Table of ContentsIntroduction. 1Where We Are Today. 3The Need to Reinvent IT in Traditional Enterprises. 4Embracing the Digital Native. 4Understanding the Cloud Chasm. 6The Importance of Hybrid Cloud. 8The Pressure to Go Digital. 9Digital Transformation, An Overview. 10One Size Does Not Fit All. 13How Top Performers Approach Digital Transformation. 13Five Phases of Digital Transformation. 15Setting the Stage. 17Key Assumptions. 18Taking a Service Portfolio View. 18Casting the Roles. 19Beginning Your Journey. 20Phase 1: Create Cloud Command and Control. 21Phase 1 Objectives. 2120152020 Issues and Clues. 22Step 1: Create the Cloud Center of Excellence . 24Characteristics to Look for. 25Step 2: Establish Rules of Engagement. 28Step 3: Address Security and Compliance by Design. 29SPEAKCLOUDEMBRACINGDIGITALTRANSFORMATIONiSpeak Cloud Volume 2JEANNE M. MORAINSponsored by:Step 4: Create Guardrails. 31Step 5: Create a Cloud Positioning System. 31Step 6: Assess the Current State. 33Phase 2: Roadmap to Cloud. 37Phase 2 Objectives. 37Issues and Clues. 38Step 1: Prepare to Take the Optimum Route . 393.IT ProcessiSpeakClient4Cloud: Desktop Transformation to Dynamic Universal Clients, Jeanne Morain, Coolmody, LLC, 2011.InstituteCloud seriesAvailable from http://www.amazon.com/s/ref nb sb noss?url search-alias%3Dstripbooks&fieldkeywords Jeanne Morain.4.Step 2: Review Business Requirements Across Solutions and Services . 40Step 3: Assess Risks and Identify Gaps that Affect Objectives . 45Step 6: Identify Pilot Candidates . 53iSpeak Cloud: Crossing the Cloud Chasm, Jeanne Morain, iSpeak Cloud, LLC, 2014. Available fromhttp://www.amazon.com/s/ref nb sb noss?url search-alias%3Dstripbooks&field-keywords Jeanne Morain.viiiix
Phase 3: Determine Cloud Costs . 56Phase 3 Objectives. 56Issues and Clues. 57A Tricky but Critical Task. 58Step 1: Create Next-level Capability Mapping. 60Step 2: Identify the Cost of Additional Integrations and Services. 62Step 3: Add Scalability Costs. 64Step 4: Factor in Remaining Costs. 65Step 5: Create a Cost Analysis across Platform Services . 68Map Requirem
vi vii Preface iSpeak Cloud: Embracing Digital Transformation is the second book in the iSpeak Cloud series. It provides prescriptive guidance regarding tools and implementation strategies for the framework and concepts introduced in
