By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 8th February 2012 Copyright Interarbor Solutions © 2012

In two separate recent announcements, HP has affirmed its goal of being the neutral supplier of choice for all things cloud.

Last week, HP delivered HP Discovery and Dependency Mapping Advanced (DDMA) Content Pack 10, bringing with the ability to better manage cloud instances across the enterprise-public cloud continuum, including deep discovery of virtualized workloads' performance inside of Amazon and VMware vCloud clouds.

Then this week, HP on Tuesday further thrust its global market-leading LoadRunner performance testing suite—via partners—into development clouds, known as platform as a service (PaaS) providers. This is clearly aimed at the fast-growing mobile development and greenfield SMB development spaces.

Interestingly, neither the cloud operations efficiency benefits of the updated DDMA nor the HP LoadRunner-in-the-Cloud offering will be initially offered inside of any HP public clouds. These formerly enterprise-targeted development and operations tools are being extended to more private and public cloud uses—but via cloud ecosystems, partners and channels. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

Picks and shovels
While HP is not taking the arrival of its own public cloud offerings off the table—indeed they have committed to them in the past—they seem to be happy for now to develop the picks and shovels and provide them to the miners and the current mine owners.

The strategy lessens the potential for conflict that other cloud providers such as Microsoft, Google, Amazon, Salesforce.com and VMware can face (no mention yet of Microsoft Azure). And it makes HP more amenable as a supplier to those public clouds, which may be of interest to them, given both HP's technologies and their vast and global installed base of enterprise customers.

Digging more deeply into the news items, the DDMA Content Pack 10 brings a critical part of the HP IT Performance Suite to more types of cloud uses, as well as back into more kinds of mainframes, particularly for the IBM iSeries servers. Reaching more deeply into legacy workloads and across various cloud and hybrid models allows for more automation of those apps and runtimes, and fosters far better change management when those loads need to be adjusted to accommodate varying demands.

HP is also enabling any IP-pingable device to be discovered, mapped, and managed via the various online deployments. The overall benefit is more a lifecycle approach to management of apps and devices across legacy and hybrid environments, and to gain a single view as a business service of all the parts that support the apps and processes regardless of their locations.

Discovery capabilities have also been added for HP ServiceGuard, Glassfish open-source server and VMware Datastore. In addition, integration has also been enhanced to include CiscoWorks LAN Management Solution (LMS), Aperture VISTA, NNMi, Application Signature and Service-Now. Functionality has also been added to the integration of Troux. Finally, Content Pack 10 provides new features such as support for SAP JCo3, Oracle VM Server for SPARC, UCMDB to XML export and a BMC Atrium pull adapter.

Three partners
On the LoadRunner news today, HP has worked so far with three partners that will take the LoadRunner on demand services out to their specific customers and on their public clouds of their choices. The initial partners are: Orasi Software Inc., Genilogix and J9 Technologies. These partners will set the pricing, but the performance testing services are delivered on a pay as you go basis.

"This is unique. It's the easiest, lowest-cost way to bring LoadRunner capabilities to the cloud," said Matt Morgan, senior director, Product and Solution Marketing, Software, HP.

Incidentally, the testing phase of the cloud PaaS proposition is essential for quick devops and RAD benefits. It further allows any investments that enterprises have made in Loadrunner to be extended via the cloud providers to developers working on new mobile projects, or for them to control and view testing results when using third-party developers.

By straddling the cloud-enterprise ecosystem HP may be able to bring more value to the channel partners and end users—especially SMBs—then trying to build the whole cloud first and putting in services later. It's the ecosystem of services, after all, not the location of them, that matters most.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 6th February 2012 Copyright Interarbor Solutions © 2012

This guest post comes courtesy of Chris Harding, Forum Director for SOA and Semantic Interoperability at The Open Group.

This week, I've been at The Open Group Conference in San Francisco. The theme was Enterprise Transformation which, in simple terms, means changing how your business works to take advantage of the latest developments in IT.

Evidence of these developments is all around. For example, when I took a break and went for coffee and a sandwich to a little cafe on Pine and Leavenworth, it seemed to be run by and for the Millennial Generation. True to type, my server pulled out a cellphone with a device attached through which I swiped my credit card. An app read my screen-scrawled signature and the transaction was complete.

Then to make dinner reservations, the hotel concierge tapped a few keys on her terminal and, presto, we had a window table at a restaurant on Fisherman's Wharf. No lengthy phone negotiations with the maitre d'. We were just connected with the resource that we needed quickly and efficiently.

The power of ubiquitous technology to transform the enterprise was the theme of the inspirational plenary presentation given by Andy Mulholland, Global CTO and Corporate Vice President at Capgemini. Mobility, the cloud and big data are the three powerful technical forces that must be harnessed by the architect to move the business to smarter operation and new markets.

Jeanne Ross, Director and Principal Research Scientist at MIT's Center for Information System Research, shared her recipe for architecting business success with examples drawn from several major companies. Indomitable and inimitable, she always challenges her audience to think through the issues. This time we responded with: "Don't small companies need architecture too?" Of course they do, was the answer, but the architecture of a big corporation is very different from that of a corner cafe.

Corporations don't come much bigger than Nissan. Celso Guiotoko, Corporate VP and CIO at the Nissan Motor Company, told us how Nissan is using enterprise architecture for business transformation. Highlights included the concept of information capitalization, the rationalization of the application portfolio through service-oriented architecture (SOA) and reusable services, and the delivery of technology resource through a private cloud platform.

The set of stimulating plenary presentations on the first day of the conference was completed by Lauren States, VP and CTO Cloud Computing and Growth Initiatives at IBM. Everyone now expects business results from technical change, and there is huge pressure on the people involved to deliver results that meet these expectations. IT enablement is one part of the answer, but it must be matched by business process excellence and values-based culture for real productivity and growth.

My role in The Open Group is to support our work on cloud computing and SOA, and these activities took all my attention after the initial plenary. If you had thought five years ago that no technical trend could possibly generate more interest and excitement than SOA, cloud computing would now be proving you wrong.

Interest in SOA continues
But interest in SOA continues, and we had a SOA stream including presentations of forward thinking on how to use SOA to deliver agility, and on SOA governance, as well as presentations describing and explaining the use of key Open Group SOA standards and guides: the Service Integration Maturity Model (OSIMM), the SOA Reference Architecture, and the Guide to using TOGAF for SOA.

We then moved into the cloud stream with a presentation by Mike Walker of Microsoft on why enterprise architecture must lead cloud strategy and planning. The “why” was followed by the “how.” Zapthink's Jason Bloomberg described Representational State Transfer (REST), which many now see as a key foundational principle for cloud architecture. But perhaps it is not the only principle. A later presentation suggested a three-tier approach with the client tier, including mobile devices, accessing RESTful information resources through a middle tier of agents that compose resources and carry out transactions.

In the evening we had a CloudCamp, hosted by The Open Group and conducted as a separate event by the CloudCamp organization. The original CloudCamp concept was of an "un-conference" where early adopters of cloud computing technologies exchange ideas. Its founder, Dave Nielsen, is now planning to set up a demo center where those adopters can experiment with setting up private clouds. This transition from idea to experiment reflects the changing status of mainstream cloud adoption.

The public conference streams were followed by a meeting of the Open Group Cloud Computing Work Group. This is currently pursuing nine separate projects to develop standards and guidance for architects using cloud computing.

The meeting in San Francisco focused on one of these—the Cloud Computing Reference Architecture. It compared submissions from five companies, also taking into account ongoing work at the U.S. National Institute of Standards and Technology (NIST), with the aim of creating a base from which to create an Open Group reference architecture for cloud computing. This gave a productive finish to a busy week of information gathering and discussion.

Ralph Hitz of Visana, a health insurance company based in Switzerland, made an interesting comment on our reference architecture discussion. He remarked that we were not seeking to change or evolve the NIST service and deployment models. This may seem boring, but it is true and it is right. Cloud computing is now where the automobile was in 1920. We're pretty much agreed that it will have four wheels and be powered by gasoline. The business and economic impact is yet to come.

So now I'm on my way to the airport for the flight home. I checked in online, and my boarding pass is on my cellphone. Big companies, as well as small ones, now routinely use mobile technology, and my airline has a frequent-flyer app. It's just a shame that they can't manage a decent cup of coffee.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 24th January 2012 Copyright Interarbor Solutions © 2012

Scribe Software, a customer relationship management (CRM) data integration provider, will launch next week Scribe Online Synchronization Services (SYS), the second major service delivered on the Scribe Online cloud integration platform.

According to the Manchester, NH-based company, Scribe Online provides a cloud-based alternative to integration middleware, and simplifies the integration experience without sacrificing performance or functionality. The goal is to allow companies to reap the benefits of integrated CRM data from a variety of sources and technologies in days, rather than months.

The timing is more than pretty good because CRM as a category is expanding, driven by businesses' recognition that rich data on customers (and partners) is essential for better productivity, and for leveraging cloud-enabled business innovation outside the company.

Many companies I speak with are looking to pull appropriate and relevant data in near real-time from many internal systems of record to augment the full picture of customers. They are looking to their CRM systems as the meta data repository of such integrated views. And now they want to bring in more data from more sources, including those outside their four walls.

And, of course, the power of knowing the most about customers—and making the analysis from such data widely available to business units and functions across the enterprise—can make or break a company. Across the full business cycle, relevant and insightful data on customers drives success, from product development to effective marketing, to help desk and support, to entering new markets.

Scribe then, has developed its cloud offerings, built on Microsoft Azure and released last year, to make the instantiation of CRM data from as many sources as makes sense a function of the cloud, as well as on-premises. Such a hybrid approach to data integration makes even more sense than a hybrid approach to IT infrastructure services, if you ask me. You really need to be in the cloud to leverage the hybrid data integration benefits.

Now, Scribe has made it easier to leverage that cloud by offering synchronization services for CRM data integration a drag-and-drop affair that many business users can accomplish. Furthermore, Scribe is releasing SPARK, a developer program to help foster a community effort around making more connections to more types of data available to more synchronization efforts.

“Synchronization Services builds on our commitment to deliver superior CRM integration to customers and partners in the cloud. SYS fills a void in the market for an integration tool that is affordable and easy to use,” said Lou Guercia, president and CEO of Scribe. “Until now, integration products have been either too basic or too complex.”

Developer program
Scribe, with the SPARK Solution Developer Program, is targeting software-as-a-service (SaaS) providers, channel partners, systems integrators, VARS, and other business technology consultants. This means that while enterprise IT departments are gearing up for hybrid cloud-based CRM integrations, the community of ISVs and VARs needs to move more quickly, to innovate and expand into new models.

The SPARK Solution Developer Program is designed to help solution providers quickly build data integration capabilities between their solutions and CRM, as well as any other application or endpoint on Scribe Online. This will fit very well, too, into the Salesforce.com ecosystem, and the Microsoft Dynamics one, as well.

Scribe expects that partner networks will share and extend customer data—and value-added services on top of that joined and integrated data—for a variety of additional business services, said Guercia. Integrated and automated marketing services providers like HubSpot, Marketo, and Eloqua, certainly come to mind, too.

“CRM is no longer just a contact management system. It’s a critical revenue enabler for the business. Companies that integrate customer data from all areas of the business benefit with increased sales and satisfied customers,” said Roger Hodskins, vice president of strategic alliances at Scribe.

Using Scribe's latest offering, SaaS independent software vendors (ISVs) who offer integration to more than one CRM vendor can extend their presence in multiple CRM markets. As customers expand the scope of CRM in their businesses, integration can readily incorporate the SaaS ISVs’ offerings with connections both to CRM and to other complementary applications, said Scribe.

For more information on Scribe SYS, sign up for live weekly webinars, or to watch a four-minute demo video at scribesoft.com/online. Scribe Online SYS is available, too, free for 15 days at scribesoft.com/Free-Trials.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 23rd January 2012 Copyright Interarbor Solutions © 2012

Advanced and pervasive virtualization and cloud computing trends are driving the need for a better, holistic approach to IT support and remediation.

And while the technology to support and fix virtualized environments is essential, it’s the people, skills, and knowledge to manage these systems that provide the most decisive determinants of ongoing performance success.

In a special BriefingsDirect sponsored podcast, created from a recent HP Expert Chat discussion on best practices for VMware environment support, HP experts explain how they have made the service and support of global virtualization market leader VMware a top priority.

For example, Cindy Manderson, Technical Solutions Consultant for Complex Problem Resolution and Quality for VMware Products at HP, provides case studies for how managed escalation and multi-vendor support around the globe can reduce downtime by 70 percent, with large ROI benefits as well.

Other HP experts in the discussion include Pat Lampert, Critical Service Senior Technical Account Manager and Team Leader, as well as Sumithra Reddy, HP Virtualization Engineer. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: HP and VMware are both sponsors of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: Virtualization isn’t just server-by-server, but really impacts the entire data center. You need to think about it more holistically, particularly in regard to things like security, performance and how your brands and businesses are perceived across the globe. Many of the companies that I deal with day in and day out are up at 80 percent and even 90 percent virtualized.

When they think about virtualization, they go beyond just server virtualization. It’s really now looking at storage, applications, networks and even the end-user desktop experience, or desktop as a service (VDI).

Successful virtualization is no longer just about servers, it’s about managing complexity when you get beyond the 20 percent or 30 percent level and expand into converged infrastructure virtualization without failures.

So how to take advantage of the best things about virtualization? Part of that means allowing your IT team to have access to other experienced support teams, from HP and VMware, around the world, 24x7, to help keep systems up and running. Such support also allows your IT team to progress, to learn as they go, and to be able to take advantage of more virtualization benefits over time.

So how do you go about attaining such benefits? How do you keep the positive side of virtualization on track? And how do you put in place an insurance policy around service and support?

Manderson: We have several different packages. Our highest level is the mission-critical. In this particular process, you're assigned a team that are across the technology that you have in your environment. But you also get a set of folks who would actually look at not just the reactive support and even some of the proactive, but how actually your entire business is running according to the ITIL standard.

That is coupled with keeping you up and running, and we also can work with you on a type that would be best suited for your environment.

Our critical and independent support includes onsite resources from HP that also include a lot of proactive support. In addition, they're more focused on specific management, but that would be more of an ITSM technology. We can look at that for you.

... We also have the hardware and software support. One of the cool things we have with our hardware support is support automation, our Insight for remote support. That can notify HP that you're having a disk drive failure. Or we will call you and say that we know that disk drive is failing, or something on a buffer server and storage is about to.

You can even take that a step further to look inside at the Windows operating system. We're hardware agnostic on that operating system. We don't care about the vendor—and I believe we are looking at expanding that automation to other operating systems. We have installation and startup services that we can actually go out and set up and configure the hardware and software at a site.

So we definitely integrate across all the multi-vendor services. We run the gamut between all the x86 operating systems, as well as our proprietary operating systems, our servers and storage. Again, we're no stranger to multi-vendor support and keeping the entire environment up and running.

... One of our most creative services would be Proactive Select, a core product series of credits. You can use these credits for maybe planning on migration and upgrade. You can say you need some consulting time. You can use these credits and work with upgrade and migration. You may need some performance or you may need some type of environmental assessment, and these credits can be used for that.

Gardner: When people do employ these services, how do they measure what the payoff is, the value of these services?

Manderson: In 2010, IDC did a study. They went out and looked at the methodology, and this is out on our website. They saw that the customers who have the mission-critical services, reduce their downtime by over 70 percent, and increase their return on investment (ROI) quite high, over 400 percent. The main benefit was in problem management as well as help desk calls, because these were alleviated due to the proactive nature, a lot of looking at the entire environment, and looking at the business processes.

So take a look at the study. It shows IDC's methodology. So looking at things proactively and these support processes can certainly help you reduce that downtime.

... I've been in the multi-vendor space for many, many years—from applications to operating systems—all with HP.

In 2002, when VMware came on the scene, HP actually became alliance partners with them. In 2003, we became a reseller, and thus began our support partnership with them. It would only extend recent in 2005, we also became an OEM. We have thousands of trained and certified Microsoft engineers and Linux professionals, too.

But we have the largest number of VMware-certified professionals. We also have the largest global VMware off-site training center. So HP also does education on these technologies as well. We’ve trained over 20,000 students in the VMware space alone.

And we have had this very strong collaboration with VMware for many years and have support teams around the globe. In addition, we also offer the same level of training that VMware support engineers do. We actually go to their facilities and train right alongside them, too.

We further do this training virtually. The training is then recorded and made available on demand for reference, for folks who are not able to attend a scheduled course. There's definitely a very strong partnership, and as you see from our history with the other vendors as well as VMware, we are no strangers to multi-vendor support.

With all of the VMware products that HP sells, we do provide support across them all. It runs the gamut from the vSphere operating system that will install on the x86 server, through the enterprise management to the vCenter, and virtual desktop infrastructure products like VMware ThinApp. We also support the converter product getting into vCloud Director.

In addition to that, we have the ability to access our peers on the other teams across HP hardware support. This includes servers and storage, and our networking chain. We are quickly able to collaborate with them and pull together a virtual team in to focus on the customer's whole environment, to provide a one-stop shop.

Additionally, you saw that we’ve been in this multi-vendor support business for so many years, with many experts across the other technologies, such as Microsoft and Linux. Of course, the virtual machines (VMs) are running these operating systems. So if the contract is also with them, we can easily pull them in to help us work an end-to-end solution and support it.

Gardner: Let’s think about what happens when there are different levels of support at work. How does that shake-out?

Manderson: We're in a reactive support business. If the customer has a problem, they can either call in at their local region telephone number—whether they are in America, Europe, or Asia Pacific. There are different phone numbers for them to call.

They can also log in via the web, and they'll get to our next developer Level 1 engineer. They're a great organization and have solved over 85 percent of their cases.

If they have issues where they have to escalate, first they will be collaborating with us. We also have an online chat tool, where we are all in a virtual room, the Level 1 engineers, Level 2 engineers, etc. So we’ll be consulting and collaborating with them before they even get to a point of escalation.

If the case does end up needing escalation, chances are they're already collaborating with the first person, and will then end up taking the case. That saves a lot of information transfer, as far as what type of server you have, what’s the firmware, what build level, and what’s the problem there, etc.

Once it reaches Level 2 support, as far as we can continue to collaborate, we can reach our teammates and the hardware teams, too, so we can look at the server and make sure that the environment is what we need it to be. If we can't resolve it, we can also go to Level 3 with VMware at an offline service-partner level.

We have a great relationship with the folks that we work alongside with and would escalate calls to at VMware. We’re obviously not going into Level 1 at VMware because we’ve already done all that work, and we are a service partner. They'll go right up to our peers over at VMware and then we work together, while always owning the solution that we provide back to the customer.

Another part of our infrastructure-as-a-support-organization is that we have a single customer database. I can give an example. A call came into our Level 1 French engineer. When this call came in, for the European folks, it was already the end of their day, and the French engineer could not speak English. It was a critical down, their VMs were offline.

So we worked in a virtual room and they talked to us, and brought the case to us here in America’s time zone. We worked with this case and another tool called HP Virtual Room, where we could actually all look at the customers' desktops in real time. They happened to have EVA storage, and we quickly got an EVA engineer engaged. Of course, we had to find a resource in the Americas because the European folks had already left. So we're all looking in real-time at the customer’s environment and found out that they had locked the storage.

The EVA engineer helped to get back online, while we all watched and the French engineer was translating in French for the customer in order to get it all resolved. We got it back online, and the customers were ready to go home.

We gave instructions on getting log files and we placed a call for follow-up for the daytime hours in Europe the next day. So our counterparts in European support teams picked that up and worked with the customers to resolution, to analyze exactly what happened and prevent it in the future.

We have another process in HP that can actually go with top organizations, our escalation manager process. I was lead source for a particular case where we had a field team assisting a customer deploying a virtual desktop infrastructure (VDI) design. They had a third-party VDI vendor. They had HP hardware, servers, and virtual connects. They had our storage, and we didn’t quite know where the bottleneck was. They were having performance issues by trying to have this VDI at two different locations with the hardware at one site.

The escalation manager was able to get the local office to borrow equipment, and then try to get performance and network traces. They had the Engineering Problem Management Resource (EPMR) lab in Houston trying to duplicate the problems.

Our escalation manager was able to drive the issue to completion across not only the solution standards, but the local office, to owning the actual escalation with all the action items to keep this all on track. We knew where we were going to go. That was about a six-month case, but we did finally find was that the customer was on the technological edge, and the "pipe" to have that performance just did not exist.

Pat Lampert is a technical account manager and does site visits. The technical account managers do go out on site. So we’re aware of the environment. We have the information of your environment documented into the database. When you call, we’re not saying, "Now what kind of server is this? What’s the firmware?" We know this because we already have it documented. We could be calling them to say, "Server 3 is running a little off." We already know which VMware version this is on, because we have that information.

And because we have that, we can also offer proactive advice. We can know that there's a new firmware update, or VMware just came out with a new build, and we have a place where you can go find the latest that's specific to your environment. So this helps to reduce further incidents, because we can be more proactive to help you maintain your business.

Gardner: What are some of the the most frequent questions you receive from the field?

Reddy: I'll address two questions that are frequently showing up. One is, what is the difference between the VMware ESXi image and an HP ESXi image?

Basically, HP takes the same ESXi image that VMware provides to the customers. It then adds HP thin components for hardware management, and it also adds any latest fibre channel and network drivers. Once it's tested and certified, it's available for download both from HP and VMware websites.

And one of the major difference between the two images is that VMware image is disk installable only, whereas HP image can be installed on a disk, USB key, or a SD card.

The other question we're getting nowadays is how to upgrade from VCA4 to VCA5. As with any major upgrades, planning helps. The first thing I would do is understand the difference between ESX 4 and ESX 5, because starting with ESX 5, we have no service console. So we need to understand what the architectural differences are.

Also learn about the new licensing policies. Then, use the System Analyzer that VMware provides to evaluate the current environments, and download, check, and complete the checklist. Once this is done, hopefully the upgrade will go smoothly.

Lampert: Another question that has come up from customers has to do with the added value of getting support directly from HP. It was partly addressed during the presentation we just gave. First of all, VMware does have a fine support organization. I have a couple of friends who work in VMware Support, and they do a good job of supporting their product.

HP, in addition to a similar level of expertise in the product, also offers our expertise in HP hardware, especially if you have systems based on HP Blades. The infrastructure behind that often is tied very closely to the performance and availability of your ESX host. So when you call us, you will have not only someone who is very familiar with the VMware product, but also is familiar with the HP hardware and able to pull in the proper resourced results, problems you might encounter with running vSphere on HP hardware especially.

In addition to that, we have a partnership agreement with VMware, and when you call in for support through HP, you're getting that same level of service when we have to go to VMware to get answers to questions or fixes.

One other question that has come up is about our lab ability to reproduce problems. We have two global labs, one in India and one in the United States. We have several static vSphere cluster configurations with a number of different types of servers already in those configurations, and the ability, when needed, to add specific models, if there is a problem that’s specific to a particular Blade or rack-mounted server model, or a particular card or something like that. So we're quite able to reproduce most problems that come in. We even have some Dell and IBM equipment in our lab also.

Gardner: What other issues are users grappling with?

Reddy: One question I can answer is how to troubleshoot server crashes. When something goes wrong in ESX, we call it the "Purple Screen of Death." Often, these are results of hardware failure, but we still need to rule out the software. So we collect all the logs, and look at it to see if it's a software issue. If it's not a software issue, then we engage the hardware team to see how we can get to the root cause and fix the issue.

Lampert: To dovetail with Sumithra’s comment there, one of the questions I get frequently is what to do if you don’t have a dump. Say the host hangs, and that seems to be almost more common than the Purple Screen of Death. Some customers are't aware that through HP’s Integrated Lights-Out Management, there is the ability to generate a non-maskable interrupt (NMI) just by pressing a button, and by saving a certain environment variable ahead of time in your ESX host.

There is a KB article on this, by the way, if you just search on NMI and core dumping in VMware. But with that setup, you can force a dump while a system is in a hung state, and that will assist us usually in troubleshooting and isolating what caused the hang, whether it be hardware or a problem with the ESX host software.

One question that came up ahead of time is what HP suggests as far as getting a handle on our inventory of VMs? I happened to be involved in field testing some new tools from HP that will be available in January and February regarding vSphere.

One of them is a Holistic Blade and Firmware Analysis that takes into account the VMware environment on our Blade systems which we are working on having ready soon. We have just completed field tests.

And the second is a really nifty Inventory Report HP has just put together. We're just completing field tests on that now. It will be available soon. Basically, we install a small Perl script in the customer environment on any machine that has access to the vCenter host and has a vSphere CLI installed.

This Perl Script crawls through the VMware environment and builds an XML file, which we then feed into a report generator here at HP. This can be used for us to gather information on customers, so we have ahead of time a clear picture of the environment. But also it will be sold as a service to customers.

The report is really quite nice, with all sorts of charts and showing availability of machines and availability of memory and also disk space. It's a very nice report.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 20th January 2012 Copyright Interarbor Solutions © 2012

The Open Group has announced this week the availability of two new industry standards to integrate fundamental elements of service oriented architecture (SOA) and cloud computing into a solution for enterprise architecture (EA). The new standards are: SOA Reference Architecture (SOA RA) and the Service-Oriented Cloud Computing Infrastructure Framework (SOCCI).

The Open Group has released updates to The Open Group Service Integration Maturity Model (OSIMM), which has now been ratified as an ISO and IEC (ISO/IEC 166880) International Standard. OSIMM gives organizations a common model for developing a roadmap for achieving the right level of service adoption to meet business objectives. [Disclosure: The Open Group is a sponsor of BriefingsDirect podcasts.]

SOA RA is a blueprint for creating and evaluating SOA solutions, while SOCCI is the first Open Group cloud standard that outlines the concepts and architectural building blocks necessary for infrastructures to support SOA and cloud initiatives.

"In today's global competitive marketplace it is imperative that business and IT drivers are aligned," said Chris Harding, Director for Interoperability, The Open Group. "Each of the three standards is vendor-neutral and helps an organization of any size to design and implement the proper SOA and cloud solutions for its business objectives."

SOA RA is an industry standard reference architecture for the development of SOA solutions. Utilizing the SOA RA Standard, enterprise architects will have a common language and approach for creating SOA solutions that meet different organizational needs and bridge the gap between business and IT.

SOCCI is the industry's first cloud standard for enterprises that wish to provide infrastructure as a service in the cloud and SOA. Developed by The Open Group SOA and Cloud Work Groups, SOCCI is the realization of an enabling framework of service-oriented components for infrastructure to be provided as a service in SOA solutions and the cloud.

The standard details a set of common SOCCI elements and management building blocks for organizations to consider and identifies the synergies that can be realized through cohesive application of SOA and cloud-based principles. Using SOCCI, organizations can incorporate cloud-based resources and services into their infrastructure for increased agility and scale, and lower maintenance costs.

Proven best practices
OSIMM leverages proven best practices to allow consultants and IT practitioners to assess an organization's readiness and maturity level for adopting services in SOA solutions. By aligning business goals and assessing associated SOA services IT practitioners can create a detailed roadmap for integrating services for SOA and cloud computing solutions into enterprises. With the recent ratification of OSIMM 2.0 by ISO and IEC, organizations worldwide have an extensible framework for understanding the value of implementing a service model, as well as a comprehensive guide for achieving their desired level of service maturity.

The SOA RA technical standard, SOCCI framework, and OSIMM 2.0 International standard are available for download from The Open Group Bookstore. These new standards can also be viewed online at: SOA Reference Architecture, Service-oriented Cloud Computing Infrastructure, Open Group Service Integration Maturity Model.

In addition to the standards news, The Open Group on Jan. 30 will begin its San Francisco conference to focus on the role played by IT and EA within enterprise transformation. Among the topics to be explored:

• The differences between EA and enterprise transformation, and how they relate to one another
• The use of EA to facilitate enterprise transformation
• How EA can be used to create a foundation for enterprise transformation that the board and business-line managers can understand and use to their advantage
• How EA facilitates transformation within IT, and how does such transformation support the transformation of the enterprise as whole
• How EA can help the enterprise successfully adapt to "disruptive technologies" like cloud computing and ubiquitous mobile access.

Among the speakers at the conference will be Andy Mulholland, the Global Chief Technology Officer and Corporate Vice President at Capgemini. In 2009, Andy was voted one of the top 25 most influential CTOs in the world by InfoWorld. And in 2010, his CTO Blog was voted best blog for business managers and CIOs for the third year running by Computer Weekly.

Andy recently participated in a BriefingsDirect podcast, in which he spoke about an upcoming Capgemini whitepaper, which draws distinctions between what cloud means to IT, and what it means to business -- while examining the complex dual relationship between the two.

Also, Jeanne Ross, Director and Principal Research Scientist at the MIT Center for Information Systems Research. Jeanne studies how firms develop competitive advantage through the implementation and reuse of digitized platforms.

Jeanne recently spoke with me about how adoption of EA leads to greater efficiencies and better business agility and explained how enterprise architects have helped lead the way to successful business transformations.

Also speaking is Joseph Menn, Cyber Security Correspondent for the Financial Times and author of Fatal System Error: The Hunt for the New Crime Lords Who are Bringing Down the Internet.

Joe has covered security since 1999 for both the Financial Times and then before that, for the Los Angeles Times. Fatal System Error is his third book, he also wrote All the Rave: The Rise and Fall of Shawn Fanning's Napster.

As a lead-in to his Open Group presentation, entitled "What You're Up Against: Mobsters, Nation-States, and Blurry Lines," Joe recently joined BriefingsDirect to explore the current cyber-crime landscape, the underground cyber-gang movement, and the motive behind governments collaborating with organized crime in cyber space.

Registration remains open for The Open Group Conference in San Francisco, beginning Jan. 30.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 18th January 2012 Copyright Interarbor Solutions © 2012

This BriefingsDirect thought leadership interview comes in conjunction with The Open Group Conference this month in San Francisco.

The conference will focus on how IT and enterprise architecture support enterprise transformation. Speakers in conference events will also explore the latest in service oriented architecture (SOA), cloud computing, and security.

We’re now joined by one of the main speakers, Andy Mulholland, the Global Chief Technology Officer and Corporate Vice President at Capgemini. In 2009, Andy was voted one of the top 25 most influential CTOs in the world by InfoWorld. And in 2010, his CTO Blog was voted best blog for business managers and CIOs for the third year running by Computer Weekly.

Capgemini is about to publish a white paper on cloud computing. It draws distinctions between what cloud means to IT, and what it means to business—while examining the complex dual relationship between the two.

As a lead-in to his Open Group conference presentation on the transformed enterprise, Andy draws on the paper and further drills down on one of the decade’s hottest technology and business trends, cloud computing, and how it impacts business and IT. The interview is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: The Open Group is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: Why do business people think they have a revolution on their hands, while IT people look cloud computing as an evolution of infrastructure efficiency?

Mulholland: We define the role of IT and give it the responsibility and the accountability in the business in a way that is quite strongly related to internal practice. It’s all about how we manage the company’s transactions, how we reduce the cost, how we automate business process, and generally try to make our company a more efficient internal operator.

When you look at cloud computing through that set of lenses, you’re going to see ... the technologies from cloud computing, principally virtualization, [as] ways to improve how you deliver the current server-centric, application-centric environment.

However, business people ... reflect on it in terms of the change in society and the business world, which we all ought to recognize because that is our world, around the way we choose what we buy, how we choose to do business with people, how we search more, and how we’ve even changed that attitude.

There's a whole list of things that we simply just don’t do anymore because we’ve changed the way we choose to buy a book, the way we choose and listen to music and lots of other things.

So we see this as a revolution in the market or, more particularly, a revolution in how cloud can serve in the market, because everybody uses some form of technology.

So then the question is not the role of the IT department and the enterprise—it’s the role technology should be playing in their extended enterprise in doing business.

Gardner: What do we need to start doing differently?

Mulholland: Let’s go to a conversation this morning with a client. It’s always interesting to touch reality. This particular client is looking at the front end of a complex ecosystem around travel, and was asked this standard question by our account director: Do you have a business case for the work we’re discussing?

The reply from the CEO is very interesting. He fixed him with a very cold glare and he said, "If you were able to have 20 percent more billable hours without increasing your cost structure, would you be bothered to even think about the business case?"

The answer in that particular case was they were talking about 10,000 more travel instances or more a year—with no increase in their cost structure. In other words, their whole idea was there was nothing to do with cost in it. Their argument was in revenue increase, market share increase, and they thought that they would make better margins, because it would actually decrease their cost base or spread it more widely.

That's the whole purpose of this revolution and that's the purpose the business schools are always pushing, when they talk about innovative business models. It means innovate your business model to look at the market again from the perspective of getting into new markets, getting increased revenue, and maybe designing things that make more money.

We're always hooked on this idea that we’ve used technology very successfully internally, but now we should be asking the question about how we’re using technology externally when the population as a whole uses that as their primary method of deciding what they’re going to buy, how they’re going to buy it, when they’re going to buy it, and lots of other questions.

... A popular book recently has been The Power of Pull, and the idea is that we’re really seeing a decentralization of the front office in order to respond to and follow the market and the opportunities and the events in very different ways.

The Power of Pull says that I do what my market is asking me and I design business process or capabilities to be rapidly orchestrated through the front office around where things want to go, and I have linkage points, application programming interface (API) points, where I take anything significant and transfer it back.

But the real challenge is—and it was put to me today in the client discussion—that their business was designed around 1970 computer systems, augmented slowly around that, and they still felt that. Today, their market and their expectations of the industry that they're in were that they would be designed around the way people were using their products and services and the events and that they had to make that change.

To do that, they're transformed in the organization, and that's where we start to spot the difference. We start to spot the idea that your own staff, your customers, and other suppliers are all working externally in information, process, and services accessible to all on an Internet market or architecture.

So when we talk about business architecture, it’s as relevant today as it ever was in terms of interpreting a business.

But when we start talking about architecture, The Open Group Architectural Framework (TOGAF) is a set of methodologies on the IT side—the closed-coupled state for a designed set of principles to client-server type systems. In this new model, when we talk about clouds, mobility, and people traveling around and connecting by wireless, etc., we have a stateless loosely coupled environment.

The whole purpose of The Open Group is, in fact, to help devise new ways for being able to architect methods to deliver that. That's what stands behind the phrase, "a transformed enterprise."

... If we go back to the basic mission of The Open Group, which is boundarylessness of this information flow, the boundary has previously been defined by a computer system updating another computer system in another company around traditional IT type procedural business flow.

Now, we’re talking about the idea that the information flow is around an ecosystem in an unstructured way. Not a structured file-to-file type transfer, not a structured architecture of who does what, when, and how, but the whole change model in this is unstructured.

Gardner: It's important to point out here, Andy, that the stakes are relatively high. Who in the organization can be the change agent that can make that leap between the duality view of cloud that IT has, and these business opportunists?

Mulholland: The CEOs are quite noticeably reading the right articles, hearing the right information from business schools, etc., and they're getting this picture that they're going to have new business models and new capabilities.

So the drive end is not hard. The problem that is usually encountered is that the IT department’s definition and role interferes with them being able to play the role they want.

What we're actually looking for is the idea that IT, as we define it today, is some place else. You have to accept that it exists, it will exist, and it’s hugely important. So please don’t take those principles and try to apply them outside.

The real question here is when you find those people who are doing the work outside—and I've yet to find any company where it hasn’t been the case—and the question should be how can we actually encourage and manage that innovation sensibly and successfully?

What I mean by that is that if everybody goes off and does their own thing, once again, we'll end up with a broken company. Why? Because their whole purpose as an enterprise is to leverage success rapidly. If someone is very successful over there, you really need to know, and you need to leverage that again as rapidly as you can to run the rest of the organization. If it doesn’t work, you need to stop it quickly.

In models of the capabilities of that, the question is where is the government structure? So we hear titles like Chief Innovation Officer, again, slightly surprising how it may come up. But we see the model coming both ways. There are reforming CIOs for sure, who have recognized this and are changing their role and position accordingly, sometimes formally, sometimes informally.

The other way around, there are people coming from other parts of the business, taking the title and driving them. I’ve seen Chief Strategy Officers taking the role. I’ve seen the head of sales and marketing taking the role.

Certainly, recognizing the technology possibilities should be coming from the direction of the technology capabilities within the current IT department. The capability of what that means might be coming differently. So it’s a very interesting balance at the moment, and we don’t know quite the right answer.

What I do know is that it’s happening, and the quick-witted CIOs are understanding that it’s a huge opportunity for them to fix their role and embrace a new area, and a new sense of value that they can bring to their organization.

Gardner: Returning to the upcoming Capgemini white paper, it adds a sense of urgency at the end on how to get started. It suggests that you appoint a leader, but a leader first for the inside-out element of cloud and transformation and then a second leader, a separate leader perhaps, for that outside-in or reflecting the business transformation and the opportunity for what’s going on in the external business and markets. It also suggests a strategic road map that involves both business and technology, and then it suggests getting a pilot going.

How does this transition become something that you can manage?

Mulholland: The question is do you know who is responsible. If you don’t, you'd better figure out how you're going to make someone responsible, because in any situation, someone has to be deciding what we're going to do and how we're going to do it.

Having defined that, there are very different business drivers, as well as different technology drivers, between the two. Clearly, whoever takes those roles will reflect a very different way that they will have to run that element. So a duality is recognized in that comment.

On the other hand, no business can survive by going off in half-a-dozen directions at once. You won't have the money. You won't have the brand. You won't have anything you’d like. It's simply not feasible.

So, the object of the strategic roadmap is to reaffirm the idea of what kind of business we're trying to be and do. That’s the glimpse of what we want to achieve.

There has to be a strategy. Otherwise, you’ll end up with way too much decentralization and people making up their own version of the strategy, which they can fairly easily do and fairly easily mount from someone else’s cloud to go and do it today.

So the purpose of the duality is to make sure that the two roles, the two different groups of technology, the two different capabilities they reflect to the organization, are properly addressed, properly managed, and properly have a key authority figure in charge of them.

The business strategy is to make sure that the business knows how the enablement model that these two offer them is capable of being directed to where the shareholders will make money out of the business, because that is ultimately that success factor they're looking for to drive them forward.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 11th January 2012 Copyright Interarbor Solutions © 2012

Genuitec, LLC has revamped its MobiOne development tool to allow Windows operating system users to design and build App Store-ready iOS apps—native apps for iPhone, iPad and iPod Touch—without using a Mac. This means there is no longer an additional expense to buy a Mac machine or learn Objective-C to design apps that operate natively on iOS devices.

Previously, the Flower Mound, Tex. company's MobiOne supported a webapp-only model that allowed design of webapps that run on iOS devices. Now, users can design native apps or webapps with the same design files, using AppCenter, a cloud technology that Genuitec engineered, that allows app designers to test their native and webapps in a private Genuitec cloud. [Disclosure: Genuitec is a sponsor of BriefingsDirect podcasts.]

“By removing the barriers to entry for iOS app design and building, MobiOne is truly at the forefront of making mobile technologies accessible to the masses," said Wayne Parrott, vice president of product development. "If a Windows users has enough skill to design a PowerPoint slide, they can design and build iPhone and iPad apps with ease. Web developers with HTML5 and CSS3 skills will see even greater productivity.”

MobiOne is designed for web developers, marketing departments, business consultants, and anyone who wants to create and build App Store-ready iOS applications and webapps. MobiOne uses drag-and-drop functionality similar to stringing together a PowerPoint presentation, but has a powerful engine that allows users to build iOS apps or webapps from the same code base.

That engine is the AppCenter technology, which allows for easy testing of apps and webapps over the air using iOS 4+ or through iTunes. Testing links can be shared via email or SMS for multiple device testing and previews.

To learn more about the MobiOne Studio, go to http://www.genuitec.com/mobile/docs/highlights/current/. A 15-day free trial is available at: http://www.genuitec.com/mobile/download.html. After the free trial, the cost is $99 per license.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 6th January 2012 Copyright Interarbor Solutions © 2012

Better managing virtualized IT workloads and private clouds is a top concern for IT leaders going into 2012. They may want to follow the lead of global travel and tourism giant TUI Group. The IT organization there, TUI InfoTec, has found ways to manage highly virtualized IT operations better, especially in mixed environments like hybrid clouds.

The critical need to better identify performance issues and outages prompted TUI InfoTec to find ways to cut time to troubleshooting, resulting in a 50 percent reduction in the time needed to identify the causes of such problems.

To learn more about better systems management in heterogeneous cloud environments and in virtualized environments, BriefingsDirect interviewed Christian Rudolph, Infrastructure Architect at TUI InfoTec in Hanover, Germany. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Rudolph: We're a very silo-based environment. We have dedicated network storage and a server team responsible for resolving issues in our infrastructure.

What we've seen in the past were a lot of problems in getting these people together. Everybody had different management tools from the different vendors and nobody had an overall view about the infrastructure.

We’re 60 percent in the Windows environment, and 20 percent in the UNIX environment, which is virtualized, and we're currently planning to go further—to 80 percent virtualization in the total landscape. That's our current state, and we’ve driven more and more to a virtualized infrastructure for all the mission-critical systems.

Normally when we have performance issues, our responsibilities are not very clear—this is a server problem, a network problem, an OS system problem, or this is only the end-user who has a problem. He feels that the application isn't fast enough. In the past, we had a large problem getting information all together.

This is where we evaluated VMware vCenter Operations to get an overall overview about our infrastructure and to get a deep dive into our infrastructure to take a look at how can we solve problems faster and how this could help us in the normal process.

Now we have vCenter Operations on a single pane of glass that can roll down to the storage network and also the infrastructure CPU memory resources to have a clear overview of what could be the first root cause of an issue or performance for the end user. We've tried to figure out how can we bring it better together, and for us vCenter Operations, it’s a single pane of glass.

We currently use the vCenter Operations 1.0 Standard version, but we're in the beta program currently for 5.0. It's a new version, which comes out [in 2012] with vCenter Operations 5.0. This version gives us the ability to do capacity planning and also performance analysis in one view so that we can adapt the things we have discovered in normal business hours for the system and also to do capacity planning for the future.

Gardner: Tell me a little bit about TUI, and TUI InfoTec.

Rudolph: TUI InfoTec is an external IT provider for the TUI AG Group. The TUI AG Group is a European leading company in travel and tourism. They're very large in Germany, in the UK, and also in other European countries. They’re not presently doing a lot of business in the US.

We started as an internal IT organization from TUI Germany, and moved in 2006 to an external service provider for the TUI AG and other companies. We're a joint venture company with Sonata Software Ltd., which holds about 50 percent of the company. We're responsible for all the business-critical IT for TUI AG group like the booking systems, the access planning system, and all the other systems related to the business of the TUI AG group.

If it comes to an outage of the IT systems we lose a lot of money. So we have to take care that everything is working and running in the infrastructure.

Gardner: How is your landscape for cloud?

Rudolph: We’re currently thinking about planning our private cloud for our development team. We're also starting to take a look at how, from a cost perspective, we can do the best for our customers. Maybe we can include peak trading for some of the systems. We have a great opening for producing catalogs for the customer, so that they're able to connect our internal cloud over to external clouds and have the hybrid clouds then in place.

Gardner: Okay. How has that beta with vCenter Operations 5.0 worked out? Are some of these features something that you think will be of value to you?

Rudolph: We have two or three good cases there. This has really helped us in the normal business. We've been running with the beta for two months and what we've detected is that we have a good overview, because we have some multi-vCenter environments. We have, in total, three productive vCenters and we need to discover all of them. We had a problem, because we can't use Linked Mode for the vCenters. We had no central view for all the systems to get a performance overview of the system.

And there is a second step. We didn't have the capacity in the same view. So we weren't able to do capacity planning, until we manually got all the information from the different vCenters to have a consolidated planning view. For us, this is one of the most important things that we can do for planning in one place for all our vCenters and also know how many capacity hours are left for new machines. So we increased our time to deliver a virtual machine (VM).

Gardner: What has this better IT visibility in operations and remediation brought to you in technical and in business terms?

Rudolph: The process is very easy, because we've seen that we reduced the time until we can deliver our root cause for our known problem by nearly 50 percent. We reduced the time for doing that, and this is also the best case for our customers—that we can deliver faster solution for a system problem.

The second thing we've seen is that we can see earlier information about how the system is feeling. Through vCenter Operations and through the health status in the vC Ops we can see how our end-users feel. We can detect some problems before they occur, and that’s the best use case we can ever have.

Gardner: How about looking toward the future? We talked a little bit about your use of improved operations, but will this become important when you move to more cloud, software-as-a-service (SaaS), and/or mobile types of activities. How important is this proactive ability in management as you innovate?

Rudolph: It's very important for us. We currently have the vCenter orchestration platform implemented, and we're starting to deliver to the end-user a service portal, where they can request more-and-more VMs. When we didn’t have the products to monitor this system and we come to great trouble. How can we else go further, maybe to a hybrid cloud environment, if we can’t manage our private cloud like now with the vCenter Orchestrator and also with the vC Ops.

Gardner: Taking a step back and reviewing how things have gone, do you have any recommendations or advice for other companies that might be pursuing higher levels of virtualization and perhaps looking for similar reduction in meantime to solution for problems?

Rudolph: I see two recommendations. Not many people know how powerful vCenter Orchestration is. This is one powerful tool as an automatic way for deployment, for maintaining, and also to do some other basic tasks in your virtual infrastructure. This is one important step for us to go to a higher virtualization ratio, because it can be delivered faster to our end-users.

The second thing is really to take a look at vCenter Operations and definitely to the new version that’s coming up. This really helps us to understand how my infrastructure is working. When I don’t know that, I may have problem with one of my disks and I/O and this reflects back to one VM especially. You have to know that, otherwise you don’t have recognition from the end-user that virtualization is really working and that you can bring mission-critical systems to the virtual infrastructure.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 21st December 2011 Copyright Interarbor Solutions © 2011

This BriefingsDirect podcast discussion centers on how worldwide enterprise applications leader SAP has designed and implemented a private cloud infrastructure model that supports an internal consulting and training program.

By standardizing on a VMware cloud platform, SAP has been able to slash provisioning times for multiple instances of its flagship application suite in the training setting, as well as set the stage for wider adoption of cloud models.

Here to tell us about the technical and productivity benefits of private clouds is Dr. Wolfgang Krips, Senior Vice President of Global Infrastructure at SAP in Walldorf, Germany. The interview is conducted by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: VMware is a sponsor of Briefings Direct podcasts.]

Here are some excerpts:

Gardner: What is it about private cloud that made the most sense for SAP?

Krips: Expanding a bit on the use case, there is a specific challenge here. In the training business, people book their courses, and we know only on Friday evening who is attending the course on Monday. So we have only a very short amount of time over the weekend to set up the systems. That was one of the big challenges that we had to solve.

The second challenge is that, at the same time, these systems become more and more mission critical. Customers are saying, "If the system isn't available during the course, I'm not willing to pay." Maybe the customer will rebook the course. Sometimes he doesn’t. That means that if the systems aren't available, we have an immediate revenue impact.

You can imagine that if we have to set up a couple of hundred, or potentially a couple of thousand, systems over the weekend, we need a high degree of automation to do that. In the past, we had homegrown scripts, and there was a lot of copying and stuff like that going on. We were looking into other technologies and opportunities to make life easier for us.

A couple of challenges were that the scripts and the automation that we had before were dependent on the specific hardware that we used, and we can't use the same hardware for each of the courses. We have different hardware platforms and we had to adopt all the scripts to various hardware platforms.

When we virtualized and used virtualization technology, we could make use of linked cloning technology, which allowed us to set up the systems much faster than the original copying that we did.

The second thing was that by introducing the virtualization layer, we became almost hardware independent, and that cut the effort in constructing or doing the specific automation significantly.

Gardner: What did you need to put in place, and how difficult was it?

Krips: Luckily, we already had some experience. The big thing in setting up the cloud is not getting, say, vSphere in place and the basic virtualization technology. It's the administration and making it available in self-service or the automation of the provisioning. That is the important piece, as most would have guessed.

We had some experience with the Lifecycle Manager and the Lab Manager before. So we said at that time because we did this last year, we set up a Lab Manager installation and worked with that to realize this kind of private cloud.

In this specific cloud, typically we have between a couple of hundred and a couple of thousand VMs running. Overall, at SAP we're running more than 20,000 virtual machines (VMs). And, in fact, I have about 25 private cloud installations.

... As I mentioned, this cloud has to work. If this goes down, it’s not like some kind of irrelevant test system is down—or test system pool—and we can take up another one. Potentially a lot of training courses are not happening. With respect to mission criticality, this cloud was essential.

Gardner: We often hear similar requirements being applied to a test and development environment. Are some of your clouds involved with the test and development as well?

Krips: As I mentioned before, we have 25 private-cloud installations, and in fact, most of them are with development. We also have cloud installations in the demo area. So if sales people are providing demos, there are certain landscapes or resource pools where we are instantiating demo systems.

SAP wants to shorten the innovation cycles. Internally, we've moved to a development model, where every six weeks development provides potentially a shippable release. It doesn’t mean that the release gets shipped, but we’re running through the whole process of developing something, testing it, and validating it. There is a demonstrable release available every six weeks.

In the past, with a traditional model, if we were provisioning physical hardware, it took us about 30 days or so to provision a development system. Now, if you think about a development cycle of six weeks and you’re taking about nearly the same amount of time for provisioning the development system, you’ll see that there is a bit of a mismatch.

Moving to the private cloud and doing this in self-service, today we can provision development systems within hours.

Gardner: That’s what I hear from a number of organizations, and it's very impressive. When you had a choice of different suppliers, vendors, and professional services organizations, was there everything that led you specifically to VMware, and how has that worked out?

Krips: I can give you a fairly straightforward answer. At the time we started working with private cloud and private-cloud installations, VMware was the most advanced provider of that technology, and I'd argue that it is still today.

Gardner: How about security and management benefits?

Krips: From our perspective, we wanted to have the advantages of cloud with respect to flexibility, provisioning speed, but we didn’t want to have more security headaches than we already had. That’s why we said, "Let's get our arms first around a private cloud."

Gardner: Is there something about a standardized approach to your cloud stack that makes that hybrid potential, when you’re ready to do it, when it's the right payload, something that you'll be pursuing?

Krips: That’s one of our biggest problems that we're having. Clearly, if one had a standard cloud interface like a vCloud interface, and it was the industry norm, that would be extremely helpful. The issue is that, as you can imagine, there are a couple of workloads that we also want to test in some other well known clouds. I'm having a bit of a headache over how to connect to multiple clouds.

... Now, if a couple of interesting providers had a standardized cloud interface, it would be very nice for me.

Gardner: Any thoughts about what your experience and benefits with cloud might mean for your future vision around client devices and mobility?

Krips: Dana, the thing is pretty clear. If you look at the strategy that SAP pursues, mobility is an integral part. We also think that not only that business process mobility is more important, but what we’re also seeing, and I mentioned that before, with the agility and development. So for instance, there are people who are working every couple of months in new teams. For us, it's very important that we separate the user data and the desktop from the device. We’re definitely pushing very strongly into the topic of desktop virtualization (VDI).

The big challenge that we’re currently having is that when you’re moving to VDI, you take everything that’s on the user's desktop today, then you make out of that more or less a software-as-a-service (SaaS) application. As you can imagine, if you’re doing that to development, and they are doing some complex development for the user interfaces or stuff like that, this puts certain challenges on the latency that you can have to the data center or the processing power that you need to have in the back-end.

From our side, we’re interested in technologies similar to that view, and where you can check out machines and still run on a VDI client, but leverage the administrative and provisioning advantages that you have through the cloud provisioning for virtual desktops. So it's a pretty interesting challenge.

We understand what kind of benefits we’re getting from the cloud operations, as I said, the center provisioning, application patching, improved license management, there are a lot of things that are very, very important to us and that we want to leverage.

Particularly for us, the VDI, the benefits, are very much in the kind of centralized provisioning. Just to give you an example, imagine how easy it would be if you’re doing desktop virtualization, to move from Windows 7 to Windows 8. You could basically flip a switch.

On the other hand, we have to solve the issue that we’re not blowing the business case, because the processing power and the storage that you have at the end point is relatively cheap. That’s why we were so interested in VDI technologies. That would allow us also to take care of all of our mobile users.

But we’re confident that we can get the business case to work.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 16th December 2011 Copyright Interarbor Solutions © 2011

Our next VMworld case study interview focuses on how a major game developer in Europe has successfully leveraged the hybrid cloud model.

We’ll learn how SEGA Europe is standardizing its cloud infrastructure across its on-premises operations, as well as with a public cloud provider. The result is a managed and orchestrated hybrid environment to test and develop multimedia games, one that dynamically scales productively to the many performance requirements at hand.

This story comes as part of a special BriefingsDirect podcast series from the recent VMworld 2011 Conference in Copenhagen. The series explores the latest in cloud computing and virtualization infrastructure developments. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here to tell us more about how the hybrid approach to multiple, complementary cloud instances is meeting SEGA’s critical development requirements in a new way is Francis Hart, Systems Architect at SEGA Europe, in London. The case study interview is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions.

Here are some excerpts:

Gardner: Clearly one of the requirements in game development is the need to ramp up a lot of servers to do the builds, but then they sit there essentially unproductive between the builds. How did you flatten that out or manage the requirements around the workload support?

Hart: Typically, in the early stages of development, there is a fair amount of testing going on, and it tends to be quite small—the number of staff involved in it and the number of build iterations.

Going on, when the game reaches to the end of its product life-cycle, we’re talking multiple game iterations a day and the game size has gotten very large at that point. The number of people involved in the testing to meet the deadlines and get the game shipped on date is into the hundreds and hundreds of staff.

Gardner: How has virtualization and moving your workloads into different locations evolved over the years?

Hart: We work on the idea of having a central platform for a lot of these systems. Using virtualization to do that allowed us to scale off at certain times. Historically, we always had an on-premise VMware platform to do this. Very recently, we’ve been looking at ways to use that resource within a cloud to cut down from some of Capex loading but also remain a little bit more agile with some of the larger titles, especially online games that are coming around.

Gardner: We’re all very familiar with the amazing video games that are being created nowadays. And SEGA of course is particularly well-known for the Sonic the Hedgehog franchise going back a number of years. What are some of the other critical requirements that you have from a systems architecture perspective when developing these games?

Hart: We have a lot of development studios across the world. We're working on multiple projects. We need to ensure that we supply them with a highly scalable and reliable solution in order to test, develop, and produce the game and the code in time. ... We’re probably looking at thousands of individual developers across the world.

... The first part was dealing with the end of the process, and that was the testing and the game release process. Now, we’re going to be working back from that. The next big area that we’re actively involved in is getting our developers to develop online games within the hybrid environment.

So they’re designing the game and the game’s back-end servers to be optimal within the VMware environment. And then, also pushing from staging to live is a very simple process using the Cloud Connector.

We're restructuring and redesigning the IT systems within SEGA to be more of a development operations team to provide a service to the developers and to the company.

Gardner: How did you start approaching that from your IT environment, to build the right infrastructure?

Hart: One of the first areas we targeted very early on was the last process in those steps, the testing, arguably one of the most time-consuming processes within the development cycle. It happens pretty much all the way through as well to ensure that the game itself behaves as it should. It’s tested, and the customer gets the end-user experience they require.

The biggest technical goal that we had for this is being able to move large amounts of data, un-compiled code, from different testing offices around the world to the staff. Historically we had some major issues in securely moving that data around, and this is what we started looking into cloud solutions for this.

For very, very large game builds, and we're talking game builds above 10 gigabytes, it ended up being couriered within the country and then overnight file transfer outside of the country. So, very old school methods.

We needed both to secure that up to make sure we understood where the game builds were, and also to understand exactly which version each of the testing offices was using. So it’s gaining control, but also providing more security.

Gardner: So we’re seeing a lot more of the role-play games (RPG) types of games, games themselves in the cloud. That must influence what you're doing in terms of thinking about your future direction.

Hart: Absolutely. We’ve been looking at things like the hybrid cloud model with VMware as a development platform for our developers. That's really what we're working on now. We've got a number of games in the pipeline that have been developed on the hybrid cloud platform. It gives the developers a platform that is exactly the same and mirrored to what it would eventually be in the online space through ISPs like Colt, which should be hosting the virtual cloud platform.

And one of the benefits we're seeing in the VMware offering is that regardless of what data center in the world is the standard platform, it also allows us to leverage multiple ISPs, and hopefully gain some cost benefits from that.

Very early on we were in discussions with Colt and also VMware to understand what technology stack they were bringing into the cloud. We started doing a proof of concept with VMware and a professional services company, and together we were able to come over a proof of concept to distribute our game testing code, which previously was a very old-school distribution system. So anything better would improve the process.

There wasn't too much risk to the company. So we saw the opportunity to have a hybrid cloud set up to allow us to have an internal cloud system to distribute the codes to the majority of UK game testers and to leverage high bandwidth between all of our sites.

For the game testing studios around Europe and the world, we could use a hosted version of the same service which was up on the Colt Virtual Cloud Director (VCD) platform to supply this to trusted testing studios.

Gardner: When you approach this hybrid cloud model, what about managing that? What about having a view into what’s going on so that you know what aspects of the activity and requirements are being met and where?

Hart: The virtual cloud environment of vCloud Director has a web portal that allows you to manage a lot of this configuration in a central way. We’re also using VMware Cloud Connector, which is a product that allows you to move the apps between different cloud data centers. And doing this allows us to manage it at one location and simply clone the same system to another cloud data center.

In that regard, the configuration very much was in a single place for us in the way that we designed the proof of concept. It actually helped things, and the previous process wasn’t ideal anyway. So it was a dramatic improvement.

One of the immediate benefits was around the design process. It's very obvious that we were tightening up security within our build delivery to the testing studios. Nothing was with a courier on a bike anymore, but within a secured transaction between the two offices.

Also from a security perspective, we understood exactly what game assets and builds were in each location. So it really helped the product development teams to understand what was where and who was using what, and so from a risk point of view it’s greatly reduced.

In terms of stats and the amount of data throughput, it’s pretty large, and we’ve been moving terabytes pretty much weekly nowadays. Now we’re going completely live with the distribution network.

So it’s been a massive success. All of the UK testing studios are using the build delivery system day to day, and for the European ones we’ve got about half the testing studios on board that build delivery system now, and it’s transparent to them.

VMware was very good at allowing us to understand the technology and that's one of the benefits of working with a professional services reseller. In terms of gotchas, there weren't too many. There were a lot of good surprises that came up and allowed us to open the door to a lot of other VMware technologies.

Now, we're also looking at alternating a lot of processes within vCenter Orchestrator and other VMware products. They really gave us a good stepping stone into the VMware catalogue, rather than just vSphere, which we were using previously. That was very handy for us.

Gardner: I’d like to just pause here for a second. Your use of vSphere 4.1 must have been an important stepping stone to be able to have the dynamic ability to ramp up and down your environments, your support infrastructure, but also skills.

Hart: Absolutely. We already have a fair footprint in Amazon Web Services (AWS), and it was a massive skill jump that we needed to train members of the staff in order to use that environment. With the VMware environment, as you said, we already have a large amount of skill set using vSphere. We have a large team that supports our corporate infrastructure and we've actually got VMware in our co-located public environment as well. So it was very, very assuring that the skills were immediately transferable.

Gardner: Now that you've done this, any words of wisdom, 20/20 hindsight, that you might share with others who are considering moving more aggressively into private cloud, hybrid cloud, and ultimately perhaps the full PaaS value?

Hart: Just get some hands-on experience and play with the cloud stack from VMware. It’s inexpensive to have a go and just get to know the technology stack.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Phil Lewis, Business Consulting Director, UKIMEA, infor Posted: 13th December 2011 Copyright infor © 2011

Integration: noun, an act or instance of combining into an integral whole.

A lot of people in business hate the software that runs their company. Executives grudgingly accept the shortcomings of their software because they feel they have few practical alternatives. Many have come to think enterprise software is necessarily painful. And that pain usually stems from the fact that systems A, B, and C simply refuse to get along. As a result, pulling disparate software systems into a cohesive whole that serves the business has been an elusive objective of IT departments for years. 

But isolated applications written in proprietary languages need not be tolerated. For a business to operate at the speed it needs to function, processes have to be quick and comprehensive. This means the software that enables - and in many cases controls - those processes, has to be linked together. There is no better demonstration of this than the moment those links break and complex, interdependent business processes grind to a halt.

In the worst case scenario a business may be unable to ship product or to invoice customers. Cash flow can be interrupted. Or the hundreds of operational reports, executive dashboards and daily operating metrics that steer a business become useless. The systems and dashboards all glean data from the diverse software applications the business runs and when the software is not integrated, that business is flying blind.

At the other end of the scale, a small lack of integration can still have profound, detrimental effects. Users often have to move from one application to another to find all the information they need to make a good decision. Alternatively, they can’t search for data across corporate software applications as easily as they can find information on the Internet or use their office software with the same ease they’ve come to expect in consumer applications. And, despite the rise of the mobile age, many users still cannot work on a smartphone when they’re away from their desk. These all damage productivity, make it harder for employees to do their job and cause delays in key processes. And they all stem from a lack of integration.

So the question is not ‘why integrate?’ but ‘how to integrate best?’ 

Lost in translation: middleware 1.0
Middleware began as an obvious answer to the issue of integrating software. It is a technical layer of software that users rarely notice. Like the pipes in plumbing, the function of middleware is to make connections. It enables separate software applications to connect and work together in ways that make them more productive. For example, middleware manages the way data flows from one application to another and the way screens present themselves to viewers across different software.

Middleware began with the creation of custom-written code that translates from one application to the next – delivering ‘point-to-point’ integration. This soon developed into an array of sophisticated products that often rivalled the complexity of the applications being interfaced.

However middleware presents many challenges. It is notoriously difficult to install, time-consuming to implement, and cumbersome to maintain. For example, middleware from one leading software provider comes on a set of more than 70 disks. It can take three weeks of IT effort to implement it properly.

Once installed, middleware itself can become just as demanding as the software it is designed to connect. Each time an IT organisation modifies or upgrades a software application, the change may affect the way it communicates with other applications - the integration has “broken.” Broken integration prevents an application from communicating with the other systems around it and of course then mandates an update of the middleware.

Because applications from different vendors tend to be updated on un-coordinated schedules, IT departments face a tough dilemma. They can upgrade each application whenever an update becomes available - committing a great deal of money and resources that provide no business benefit beyond keeping the software running as it did.

Alternatively the IT department can postpone software upgrades as long as possible. This spares the investment in labour for maintaining integration, but it also denies business users the benefit of functional improvements that come with new releases.

So how does a business strike the balance between ensuring integration without becoming a slave to it?

Loose fit – middleware revisited
Firstly, the coupling between applications needs to be loose, without sacrificing the security and integrity offered by tightly coupled integration. In the vast majority of cases many software applications can be ‘loosely coupled’, delivering secure integration and meaningful, actionable data to the user.

This can be based on an Enterprise Service Bus (ESB), which transmits common business language documents between applications, based on OAGIS messaging standards. For those less technically minded, picture a postal service sending purchase orders, sales orders or delivery documents around the departments of an organisation because each document has a tag written in a common language that explains what the document is and what it should do. Adding an intelligent workflow to route these documents whilst monitoring processes to identify and report on exceptions delivers a first round of additional value to the business.

Once this is in place, a range of benefits can be drawn from intelligently integrated applications. Users should be able to search for any data element including, for example, customer name, contact name, invoice number, work order, etc. This is currently difficult because most enterprise applications have their own data structures and don’t enable data to be shared across applications unless a master data warehouse is created – often a big and costly job that should not be necessary with intelligent integration.

Proactive searching capability is the next step. Keywords or data elements can be tracked across all the business applications in play at a company. When these data elements pop up, a proactive search capability can then alert the user via email, SMS or even Twitter every time it senses a process or a status change that involves the defined data element. For example, a salesperson could set up the system to watch for the name of a client. The system would then alert the sales person in real time whenever the company has received a purchase order from that client, has shipped an order, cut an invoice or received payment.

Integration also enables contextual information. By assessing where the user is - in a work process - the system can present information that’s appropriate at that moment. The system can automatically display business intelligence, content, and messaging at the precise time it is needed without the user looking for it; it appears on the screen before the user even realises it would be helpful.

Lastly, integration can also facilitate mobile capabilities. The use of a company’s enterprise systems, without needing access to a desktop computer, is one of the next big jumps in progress. Completing expense reports while standing in line waiting to board a plane, or checking order status when visiting with a customer from a phone, tablet computer or laptop, saves time and boosts productivity.

Intelligent integration is vital for those businesses looking to gain competitive advantage in the current economy. Moving faster and working smarter than the competition is no longer top of the ‘nice to have’ pile – it is top of the survival list. And in order to do this, software across the business must come together and yield insight, deliver value and drive growth.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 8th December 2011 Copyright Interarbor Solutions © 2011

Embarcadero Technologies, a provider of database and application development software, recently announced AppWave, a free platform that provides self-service, one-click access to PC software within organizations for business PCs and even personal employee laptops.

Available via a free download, the AppWave platform gives users access to more than 250 free PC productivity apps for general business, marketing, design, data management, and development including OpenOffice, Adobe Acrobat Reader, 7Zip, FileZilla, and more.

AppWave users also can add internally developed and commercial software titles, such as Adobe Creative Suite products and Microsoft Visio, for on-demand access, control, and visibility into software titles they already own. [Disclosure: Embaradero Technologies is a sponsor of BriefingsDirect podcasts.]

The so-called app store model, pioneered by Apple, is rapidly gaining admiring adopters thanks to its promise of reducing cost of distribution and of updates—and also of creating whole new revenue streams and even deeper user relationships.

As mobile users rapidly change the way the world accesses applications, data and services, the app store model is changing expectations and behaviors. And this is a good lesson for enterprises.

App stores work well for both users and providers, internal or external. The users are really quite happy with ordering what they need on the spot, as long as that process is quick, seamless, and convenient.

As with SOA registries, it now makes sense to explore how such "stores" can be created quickly and efficiently to distribute, manage, and govern how PC software is distributed inside of corporations.

The AppWave platform provides business users ways to quickly build productivity, and speed-to-value benefits for PC-based apps. Such approaches form an important advance as organizations pursue more efficient ways to track, manage, and deliver their worker applications, and bill for them based on actual usage.

Easily consumed
The AppWave platform converts valued, but often cumbersome, business software into easily consumed and acquired "apps," so business users don't have to wait in line for IT to order, install, and approve the work tools that they really need without delay.

With AppWave, companies have a consumer-like app experience with the software they commonly use. With rapid, self-service access to apps, and real-time tracking and reporting of software utilization, the end result is a boost in productivity and lowering of software costs. Pricing to enable commercial and custom software applications to run as AppWave apps starts at $10 to $400 per app.

Increasing demand for consumer-like technology experiences at work has forced enterprises to face some inconvenient truths about traditional application delivery models. Rather than wait many months for dated applications that take too long to install manually on request, business managers and end users alike are seeking self-provisioning alternatives akin to the consumer models they know from their mobile activities.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 6th December 2011 Copyright Interarbor Solutions © 2011

HP, at the Discover 2011 Conference in Vienna last week, announced a wide range of new Cloud Solutions designed to advance deployment of private, public and hybrid clouds for enterprises, service providers, and governments. Based on HP Converged Infrastructure, the new and updated HP Cloud Solutions provide the hardware, software, services and programs rapidly and securely deliver IT as a service.

I found these announcements a clearer indicator of HP's latest cloud strategy, with an emphasis on enabling a global, verticalized and marketplace-driven tier of cloud providers. I've been asked plenty about HP's public cloud roadmap, which has been murky. This now tells me that HP is going first to its key service provider customers for data center and infrastructure enablement for their clouds.

This makes a lot of sense. The next generation of clouds—and I'd venture the larger opportunity once the market settles—will be specialized clouds. Not that Amazon Web Services, Google, and Rackspace are going away. But one-size-fits-all approaches will inevitably give way to specialization and localization. Telecos are in a great position to step up and offer these value-add clouds and services to their business customers. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

And HP is better off providing the picks and shovels to them in spades, than to come to market in catch-up mode with plain vanilla public cloud services under its own brand. It the classic clone strategy that worked for PCs, right? Partnerships and ecosystem alliances are the better way. A good example is the partnership announced last week with Savvis.

HP’s new offerings address the key areas of client needs—building differentiated cloud offerings, consuming cloud services from the public domain, and managing, governing and securing the entire environment. This again makes sense. No need for channel conflict on cloud services between this class of nascent cloud providers and the infrastructure providers themselves.

Expanding the ecosystem
Among the announcements was an expansion of the cloud ecosystem with new partners, offerings and programs:

• New HP CloudSystem integrations with Alcatel-Lucent will enable communications services providers to deliver high-value cloud services using carrier-class network and IT by automating the provisioning and management of cloud resources.
• HP CloudAgile Service Provider Program offers service providers expanded sales reach, an enhanced services portfolio and an accelerated sales cycle through direct access to HP’s global sales force. HP has expanded the program with its first European partners and with new certified hosting options that enable service providers to deliver reliable, secure private hosted clouds based on HP CloudSystem.
• HP CloudSystem Matrix 7.0, the core operating environment that powers HP CloudSystem, enables clients to build hybrid clouds with push-button access to externally sourced cloud-based IT resources with out-of-the-box “bursting capability.” This solution also includes automatic, on-demand provisioning of HP 3PAR storage to reduce errors and speed deployment of new services to just minutes.
• The HP Cloud Protection Program spans people, process, policies and technologies to deliver a comparable level of security for a hybrid cloud as a private internet-enabled IT environment would receive. The program is supported by a Cloud Protection Center of Excellence that enables clients to test HP solutions as well as partner and third-party products that support cloud and virtualization protection.

Enterprise-class services
New and enhanced HP services that provide a cloud infrastructure as a service to address rapid and secure sourcing of compute services include:

• HP Enterprise Cloud Services – Compute which automates distribution of application workloads across multiple servers to improve application performance. Clients also can improve data protection through new backup and restore options while also provisioning and managing additional virtual local area networks within their cloud environment. A new HP proof-of-concept program allows clients to evaluate the service for existing workloads prior to purchase.
• HP Enterprise Cloud Services for SAP Development and Sandbox Solution enable clients to evaluate and prototype functionality of SAP enterprise resource planning software via a virtual private cloud, using a flexible, consumption-based model.

Guidance and training
HP has also announced guidance and training to transform legacy data centers for cloud computing:

• Three HP ExpertONE certifications – HP ASE Cloud Architect, HP ASE Cloud Integrator and HP ASE Master Cloud Integrator, which encompass business and technical content.
• Expanded HP ExpertONE program that includes five of the industry’s largest independent commercial training organizations that deliver HP learning solutions anywhere in the world. The HP Institute delivers an academic program for developing HP certified experts through traditional two- and four-year institutions, while HP Press has expanded self-directed learning options for clients.
• HP Cloud Curriculum from HP Education Services offers course materials in multiple languages covering cloud strategies. Learning is flexible, with online virtual labs, self study, classroom, virtual classroom and onsite training options offered through more than 90 HP education centers worldwide.
• Driven by HP Financial Services, HP Chief Financial Officer (CFO) Cloud Roundtables help CFOs understand the benefits and risks associated with the cloud, while aligning their organizations’ technology and financial roadmaps.
• HP Storage Consulting Services for Cloud, encompassing modernization and design, enable clients to understand their storage requirements for private cloud computing as well as develop an architecture that meets their needs.
• HP Cloud Applications Services for Windows Azure accelerate the development or migration of applications to the Microsoft Windows Azure platform-as-a-service offering.

A recording of the HP Discover Vienna press conference and additional information about HP’s announcements at its premier client event is available at www.hp.com/go/optimization2011.

By: Mark McGregor, Research Director, Bloor Research Posted: 6th December 2011 Copyright Bloor Research © 2011

Following their recent acquisitions of Metastorm and Global 360, OpenText last week announced the formation of a new Business Process Solutions Group to market the acquired technologies.

To many observers the announcement left many questions unanswered, both for the customers of the two acquired companies, their partners, and the employees too.

It is always difficult to handle mergers and acquisitions when there is obvious overlap in both technology and client base, but perhaps the planned route for OpenText is smarter than we think.

Traditionally, we all expect to see a consolidated roadmap published and the gradual erosion of the culture of the minor party or acquired company. So it was that we all waited with baited breath for that roadmap. Alas, no such map has yet been forthcoming, which may mean that it will take some considerable time before any real consolidation occurs.

But is such a long consolidation such a bad thing? Well, in this case each company, Proforma, Metastorm and Global 360, has a solid base of customers who chose the offering based on the merits of each of those companies. Why would any of those customers potentially want to switch horses or lose functionality they have enjoyed? So providing continuity can be seen as a good thing for existing customers.

A smarter approach

It is understood that the OpenText short to medium term plan is to instead ensure that, as new features and functionality are added, they are added across the product range, providing an evolutionary approach to consolidation. This brings with it many technical challenges, but also greater opportunity.

By focussing on adding to each product, OpenText will be able to ensure longer-term commitment from existing customers, with the obvious advantage of keeping the revenue streams working. It is always easier to make changes when you are making money.

So, instead of rushing toward technology integration the company instead appears to be more focussed on marketing and message consolidation.

It is no secret that I have always been a fan of the people-centric, persona-based approach taken by Global 360 and it appears that this concept may not just remain, but be extended. It is likely that we will see the concept of persona used in the new marketing messages so that instead of choosing product "A" or product "B" based on technical data-sheets you will be provided with guided advice based upon your role and needs. So the hope is that when the new web site and supporting collateral is released we will move to the less is more paradigm, focussed on roles, business problems and client needs.

It is still likely that there will be some areas where parts of products are dropped or merged - one example being whether the Global 360 AnalystView component will be dropped in favour of leveraging Provision's greater BPA capabilities.

The bigger picture

When looking at technology consolidation it would be good to consider more than just the overlaps and features of Global 360, Proforma and Metastorm. OpenText have a host of other products and offerings in their armoury that could either be integrated into the Business Process area or leveraged for greater functional offerings for the market.

Some obvious examples that the Business Process Solutions group might leverage might be OpenText Social Workplace, enabling better integration of social capabilities into the current offerings, OpenText FirstClass, which could provide easy access to information for users and OpenText Business Integration Studio, which would provide much-needed adaptors into other operational systems such as SAP.

This last integration point is an important one. As ERP vendors fail to move quickly to address the agility needs of their customers, an increasing number of BPM projects are based around the idea of wrapping ERP with a more flexible, more usable application. So having the right connectors will be critical.

When looking at the bigger picture a question does arise: is the formation of the Business Process Solutions group just a response to a need to handle multiple process offerings or a sign of a new direction for OpenText as a whole? A quick look at their web site reveals that the company still has many other offerings where there is significant overlap. Perhaps we will soon see the formation of a Content Management Solutions group too.

Business Solutions

If we understand correctly, the real focus for the OpenText Business Solutions group will be around the building, marketing and selling of pre-built solutions. Presumably built on the 80/20 principle that the solution you purchase will address 80% of your needs out of the box with additional customisation to fully meet your needs.

The approach is not new and appears to be gaining ground in the BPM sector, giving credence to the view that BPMS platforms are really just modern day development platforms and that clients are less interested in development and more interested in the applications generated by them.

Several vendors have stated their intention to move this way and it is known to be a proven model - just look at the success of Pegasystems, where the majority of revenue ahs come from application rather than platform sales. The challenge for OpenText, as with all vendors, is two fold. Do they have the industry domain experience to make them a reality and are they willing and able to grow their consulting business fast enough to support potential clients?

Solution selling requires a very different mindset from the traditional technology sale, as well as having a completely different dialog with buyers. It is not simply a matter of marketing. It requires a totally different culture. To date, this is something that few BPM vendors have been able to fully grasp.

There are parallels in other markets. Magic Software started out selling platforms for developing data-based applications with 4GLs before buying up partners who had built solutions on top of the platform and now is seen more as a solution provider than a platform provider.

Summary

It is very early days for the OpenText Business Solutions group and the jury will require a lot more evidence before being able to make a judgement on the success of the acquisitions. The prize for getting it right is huge and the potential for OpenText is enormous.

There is, however, one area that, in the opinion of this writer, requires particular attention. With the addition of the Provision product, OpenText gained a footprint into the Enterprise Architecture market. This is a market that does not play well with other parts of the OpenText offerings and, while a good story could emerge, it probably belongs outside the BPS group. The EA market is a tough one and while many talk of the linkage of EA and BPA, they do not sit easily together. Instead it might be that OpenText should consider a separate group to focus on Enterprise Architecture and the application of process automation to IT departments. Perhaps the right path will emerge via the persona concept.

Customers of Global 360 and Metastorm should be focussing on ensuring support for the next 2 years and looking at whether adding other parts of the OpenText stack over time could result in lower integration costs and reduced IT spend.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 1st December 2011 Copyright Interarbor Solutions © 2011

Welcome to a special BriefingsDirect podcast series coming to you from the HP Discover 2011 Conference in Vienna. We’re exploring some major case studies from some of Europe’s leading enterprises.

Our next customer case study interview highlights how a shift from a technology emphasis to a business services delivery emphasis has created significant improvements for a large telecommunications provider, Vodafone. We'll see how a series of innovative solutions and an IT transformation approach to better support business benefits Vodafone, their internal users, and their global customers.

To learn more, we’re here with Shane Gaffney, Head of IT operations for Vodafone Ireland, based in Dublin. The interview is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gaffney: Back in summer of 2010, when we looked at the business perception of the quality of service received from IT, the confidence was lower than we’d like in terms of predictable and optimal service quality being provided.

There was a lack of transparency. Business owners didn’t fully understand what quality was being received and they didn’t have simple meaningful language that they were receiving from IT operations in terms of understanding service quality: good, bad, or indifferent.

Within IT operations, as a function, we also had our own challenges. We were struggling to control our services. We were under the usual pressure that many of our counterparts face in terms of having to do more with less, and downward pressure on cost and headcount. We were growing a dynamic complex IT estate, plus customers are naturally becoming ever more discerning in terms of their expectations of IT.

So with that backdrop, we knew we needed to take some radical steps to really drive our business forward. Vodafone is Ireland’s leading telecommunications operator. We have in excess of 2.4 million subscribers, about 1,300 employees in a mixture of on-premise and cloud operations. I mentioned the complex and dynamic IT estate that we manage. To put a bit of color around that, we’ve got 230 applications, about 2,500 infrastructure nodes that we manage either directly or indirectly—with substantial growth in traffic, particularly the exponential growth in the telecom data market.

Gardner: What does this get for you if you do it right? What is it that you've been able to attain by shifting your emphasis to the business services level? What’s the payoff?

Gaffney: We've seen a 66 percent reduction in customer lost hours year on year from last summer to this. We’ve also seen a 75 percent reaction in mean time to repair or average service restoration time.

Another statistic I'd call out briefly is that, at the start of this process, we were identifying root cause for incidents that were occurring in about 40–50 percent of cases on average. We’re now tracking consistently between 90–100 percent in those cases and have thereby been able to better understand, through our capabilities and tools, what’s going on in the department and what’s causing issues. We consequently have a much better chance of avoiding repetition in those issues impacting customers.

At a customer satisfaction level, we’ve seen similar improvements that correlate with the improved operational key performance indicators (KPIs). From all angles, we’ve thankfully enjoyed very substantial improvements. If we look at this from a financial point of view, we’ve realized a return on investment (ROI) of 300 percent in year one and, looking solely at the cost to fix and the cost of failure in terms of not offering optimal service quality, we’ve been able to realize cost savings in the region of €1.2 million OPEX through this journey.

Gardner: Let me just dig into that ROI. That’s pretty amazing, 300 percent ROI in one year. And what was that investment in? Was that in products, services, consulting, how did you measure it?

Gaffney: Yes, the ROI is in terms of the expenditure that would have related primarily to our investment in the HP product portfolio over the last year as well as a smaller number of ancillary solutions.

The payback in terms of the benefits realized from a financial perspective that relate to the cost savings associated with having fewer issues and, in the event where we have issues, the ability to detect those faster and spend less labor investigating and resorting issues, because the tools, in effect, are doing a lot of that legwork and much of the intelligence is built in to that product portfolio.

[Another way] we measure success, is we try to take a 360 degree view of our service quality. So we have a comprehensive suite of KPIs at the technology layer. We also do likewise in terms of our service management and establishing KPIs and service level agreements (SLAs) at the service layer. We've then taken a look at what quality looks like in terms of customer experience and perception, seeking to correlate metrics between these perspectives.

As an example, we routinely and rigorously measure our customer net promoter score, which essentially assesses whether the customers, based on their experience, would recommend our products and services to others.

[Lastly, we also] build confidence within the team in terms of having a better handle on the quality of service that we’re offering. Having that commercial awareness really does drive the team forward. It means that we’re able to engage with our customers in a much more meaningful way to create genuine value-add, and move away from routine transactional activity, to helping our customers to innovate and drive business forward.

We’ve certainly enjoyed those type of benefits through our transformation journey by automating a lot of the more core routine and repeatable activity, facilitating focus on our relationship with our customers in terms of understanding their needs and helping them to evolve the business.

Gardner: How do you, at a philosophical level, bridge the continuum among and between technology and the other softer issues like culture to obtain these benefits?

Gaffney: The first thing we did was engage quite heavily with all of our business colleagues to define a service model. In essence what we were looking at there was having our business unit owners define what services were important to them at multiple levels down to the service transactions, and defining the attributes of each of those services that make them successful or not.

Once we had a very clear picture of what that looked like across all business functions, we used that as our starting point to be able to measure success through the customer eyes.

That's the focus and continues to be the core driver behind everything else we do in IT operations. We essentially looked to align our people, revamp our processes, and look at our end-to-end tool strategy, all based around that service model.

The service model has enforced a genuine service orientation and customer centricity that’s driven through all activities and behaviors, including the culture within the IT ops group in how we service customers. It’s really incorporating those commercial and business drivers at the heart of how we work.

Without having a consolidated or rationalized suite of tools, we found previously that it's very difficult to get control of our services through the various tiers. By introducing the HP Application Performance Management tools portfolio, there are a number of modules therein that have allowed us to achieve the various goals that we’ve set to achieve the desired control.

Essentially, the service model is defined at a helicopter view, which is really what’s important to our respective customers. And we’ve drilled down into a number of customer or service-oriented views of their services, as well as mapping in, distilling, and simplifying the underlying complexities and event volumes within our IT estate.

Gardner: I suppose this would be a good time to step back and take a look at what you actually do have in place. What specifically does that portfolio consist of for you there at Vodafone Ireland?

Gaffney: We have a number of modules in HP's APM portfolio that I'll talk about briefly. In terms of looking to get a much broader and richer understanding of our end-user experience which we lacked previously, we’ve deployed HP’s Business Process Monitors (BPMs) to effectively emulate the end-user experience from various locations nationwide. That provides us with a consistent measure and baseline of how users experience our services.

We’ve deployed HP Real User Monitoring (RUM), which gives us a comprehensive micro and macro view of the actual customer experience to complement those synthetic transactions that mimic user behavior. Those two views combined provide a rich cocktail for understanding at a service level what our customers are experiencing.

We then looked at events correlation. We were one of the first commercial customers to adopt HP’s BSM version 9.1 deployment, which gives us a single pane of glass into our full service portfolio and the related IT infrastructure.

Looking a little bit more closely at BSM, we've used HP’s Discovery and Dependency Mapping Advanced (DDMa) to build out our service model, i.e. effectively mapping our configuration items throughout the estate, back up to that top-down service view. DDMa effectively acts as an inventory tool that granularly links the estate to service. We’ve aligned the DDMa deployment with our service model which, as I mentioned earlier, is integral to our transformation journey.

Beyond that, we’ve looked at HP’s Operations Manager i (OMI) capability, which we use to correlate our application performance and our system events with our business services. This allows our operators to reduce a lot of the noisy events by distilling those high-volume events into unique actionable events. This allows operators to focus instead on services that may be impacted or need attention and, of course, our customers and our business.

We’ve gone farther and looked at ArcSight Logger, software which we’ve deployed to a single location that collects logged files throughout our estate. This allows us to quickly and easily search across all logged files for abnormalities that might be related to a particular issue.

By integrating ArcSight Logger with OMI—and I believe we’re one of the first HP customers to do this—we’ve enriched operator views with security information as well as the hardware, OS, and application layer events. That gives us a composite view of what’s happening with our services through multiple lenses, holistically across our technology landscape and products and services portfolio.

Additionally, we’ve used HP’s Operations Orchestration to automate many of our routine procedures and, picking up on the ROI, this has allowed us to free up operators’ time to focus on value-add and effectively to do more with less. That's been quite a powerful module for us, and we’ve further work to exploit that capability.

The last point to call out in terms of the HP portfolio is we’re one of the early trialists of HP’s Service Health Analyzer. A year ago, we were to a degree reactive in terms of how we provided service. At this point, we’re proactive in how we manage services.

Service Health Analyzer will allow us to move to the next level of our evolution, moving toward predictive service quality. I prefer to call the Service Health Analyzer our “crystal ball,” because that’s essentially what we’re looking at. It’s taking trends that are occurring with the services of transaction, and predicting what's likely to happen next and what may be in jeopardy of breaking down the line, so you can take early intervention and remedial action before there’s any material impact on customers.

We’re quite excited about seeing where we can go there. One of the sub-modules of Service Health Analyzer is Service Health Reporter, and that’s a tool that we expect to act as our primary capacity planning capability across a full IT estate going forward.

Throughout our implementation, partnership was a key ingredient to success. Vodafone had the business vision and appetite to evolve. HP provided the thought leadership and guidance. And, Perform IT, HP's partner, brought hands-on implementation and tuning expertise into the mix.

One of our core principles throughout this journey has been to offer full transparency to our customers in terms of the services they receive and enjoy from us. On one hand, we provide the BSM console to all of our customers to allow them to have a view of exactly what the IT teams see, but with a service orientation.

We’re actually going a step further and we’re building out a cloud-based service portal that takes a rich feed in from the full BSM portfolio, including the modules that I've called out earlier. It also takes feeds in from a remedy system, in order to get the view of core processes such as incident management, problem management, change management.

Bringing all of that information together gives customers a comprehensive view of the services they receive from IT operations. That's our aim -- to provide customers with everything they need at their fingertips.

It's essentially providing simple and meaningful information with customized views and dynamic drill-down capabilities, so customers can look at a very high level of how the services are performing, or really drill into the detail, should they so desire. The portal, we believe, is likely to act as a powerful business enabler. Ultimately, we believe there's opportunity to commercialize or productize this capability down the line.

Gardner: Any recommendations now that you've been through this yourself?

Gaffney: For customers embarking on this type of transformation initiative, first off, I would suggest: engage with your customers. Speak with your customers to deeply understand their services, and let them define what success looks like.

Look to promote quick wins and win-wins. Look at what works for the IT community and what works for the customer. Both are equally important. Buy-in is required, and people across those functions all need to understand what success looks like, and believe in it.

I would recommend taking a holistic approach from a couple of angles. Don’t just look at your people, technology, or processes, but look at those collectively, because they need to work in harmony to hit the service quality sweet spot. Holistically, it's important to prepare your strategy, but look top down from the customer view down into your IT estate and vice versa, mapping all configuration items back into those top level services.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Fran Howarth, Practice Leader, Bloor Research Posted: 18th November 2011 Copyright Bloor Research © 2011

Location-based mobile applications such as Facebook, Google and others are used by a large percentage of adults and teenagers. Applications that pinpoint a user's physical location introduce unprecedented new risks. The potential threats range from fraud and identity theft to crimes such as burglary or physical violence.

Geolocation is your physical location and is derived by technology using data from your computer or mobile device. It could relate to your physical location (position on the earth's surface) or the virtual (internet) environment. Both can be collected in many ways:

• Web browsing via your computer (IP[1] address is your identification)
• Mobile phone usage
• GPS (Global Positioning System) devices
• Credit/debit card transactions
• Tags in photographs and postings (Facebook and Twitter).

Location can be collected in an active or passive mode. The active mode is a user device that provides the Geolocation using software to determine the user's position by wireless, GPS[2] or by "request and response". The passive mode is server-based and determines the position via IP (internet protocol), 3G or 4G and wireless positioning.

What are the benefits location brings?

• To the Customer: optimal request routing or navigation, instant purchasing decisions (shopping, restaurants), nearest station or bus stop and social networking opportunities.
• To Business: targeted marketing, delivery and asset management, insurance risk management, logistics etc. The list is endless.

Location, combined with other personally identifiable information, can be used or abused. The capabilities of this technology empower social networking, support law enforcement, enable many mobile services and also provide a serious concern in the hands of criminals.

Location information can be seriously abused. For example, an individual who announces holiday plans or activities on a social networking site may be signalling to a criminal that their house is currently unoccupied, leading to a higher risk of being burgled, whilst more general personal information could be used in social engineering attacks against them.

For organisations, location information can lead to unwarranted surveillance of their current activities. An example could be tracking the location of a company's executives. This could provide its competitors with pointers regarding ongoing business negotiations, such as potential mergers or acquisitions. This could affect the organisation's brand and reputation, or even dent it financially if the competitor were able to scupper the deal. Organisations must also be wary themselves when using location-based services. They should be careful that information collected regarding the location of their employees does not constitute illegal tracking of their activities outside of business hours. In addition, any location-based services offered to customers or suppliers should take into account the privacy and ethical concerns of those parties.

In dealing with such risks, ISACA[3], which provides issues and guidance with regard to the governance, security and audit of information systems, cautions that the legal obligations of users and developers of geolocation data are currently unclear. In the absence of legal guidelines, it cautions that organisations need to carefully consider what controls are appropriate. These could be strong access controls and anonymisation techniques or the use of encryption for all personally identifiable information. It urges all organisations using geolocation to develop its own framework to address privacy and security locations, making use of existing information security frameworks such as CobIT[4].

How to safeguard yourself? We quote the ISACA recommends this 5-step practice:

1. Read your mobile application agreements to see what information you are sharing.
2. Only enable Geolocation when the benefits outweigh the risks.
3. Understand that others can track your current and past locations.
4. Think before posting tagged photos to social-media sites.
5. Embrace the technology, and educate yourself.

With such safeguards in place, you will be in a much better position to embrace the exciting benefits that are offered by geolocation technologies.

This article was prompted by the discussion within "Why geolocation apps can be dangerous" and the ISACA's new white paper, "Geolocation: Risk, Issues and Strategies."

[1] IP - Internet Protocol
[2] GPS - Global Positioning Systems
[3] ISACA - Information Systems Audit Control Association
[4] CobIT - Control objectives for Information and related Technology

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 16th November 2011 Copyright Interarbor Solutions © 2011

Our next VMworld case study interview focuses on how Germany’s largest travel agency has remade their PC landscape across 580 branch offices using virtual desktops. We’ll learn how Germany’s DER Deutsches Reisebüro redefined the desktop delivery vision and successfully implemented 2,300 Windows XP desktops as a service.

This story comes as part of a special BriefingsDirect podcast series from the recent VMworld 2011 Conference in Copenhagen. The series explores the latest in cloud computing and virtualization infrastructure developments. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here to tell us what this major VDI deployment did in terms of business, technical, and financial payoffs is Sascha Karbginski, Systems Engineer at DER Deutsches Reisebüro, based in Frankfurt. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions.

Here are some excerpts:

Gardner: Why were virtual desktops such an important direction for you? Why did it make sense for your organization?

Karbginski: In our organization, we’re talking about 580 travel agencies all over the country, all over Germany, with 2,300 physical desktops, which were not in our control. We had life cycles out there of about 4 or 5 years. We had old PCs with no client backups.

The biggest reason is that recovery times at our workplace were 24 hours between hardware change and bringing back all the software configuration, etc. Desktop virtualization was a chance to get the desktops into our data center, to get the security, and to get the controls.

DER in Germany is the number one in travel agencies. As I said, we're talking about 580 branches. We’re operating as a leisure travel agency with our branches, Atlasreisen and DER, and also, in the business travel sector with FCm Travel Solutions.

Gardner: This is a very IT-intensive business now. Everything in travel is done though networked applications and cloud and software-as-a-service (SaaS) services. So a very intensive IT activity in each of these branches?

Karbginski: That’s right. Without the reservation systems, we can’t do any flight bookings or reservations or check hotel availability. So without IT, we can do nothing.

Gardner: And tell me about the problem you needed to solve. You had four generations of PCs. You couldn’t control them. It took a lot of time to recover if there was a failure, and there was a lot of different software that you had to support.

Karbginski: Yes. We had no domain integration, no control and we had those crashes, for example. All the data would be gone. We had no backups out there. And we changed the desktops about every four or five years. For example, when the reservation system needed more memory, we had to buy the memory, service providers were going out there, and everything was done during business hours.

We now have nearly about 100 percent virtualization. ... So it's about 99 percent virtualization. ... So the data is under our control in the data center, and important company information is not left in an office out there. Security is a big thing.

Gardner: What were some of the things that you had to do in order to enable this to work properly?

Karbginski: There were some challenges during the rollout. The bandwidth was a big thing. Our service provider had to work very hard for us, because we needed more bandwidth out there. The path we had our offices was 1 or 2-Mbit links to the headquarters data center. With desktop virtualization, we need a little bit more, depending on the number of the workplaces and we needed better quality of the lines.

So bandwidth was one thing. We also had the network infrastructure. We found some 10-Mbit half-duplex switches. So we had to change it. And we also had some hardware problems. We had a special multi-card board for payment to read out passports or to read out credit card information. They were very old and connected with PS/2.

So there were a lot of problems, and we fixed them all. We changed the switches. Our service provider for Internet VPN connection brought us more quality. And we changed the keyboards. We don’t need this old stuff anymore.

Gardner: How has this worked out in terms of productivity, energy savings, lowering costs, and even business benefits?

Karbginski: Saving was our big thing in planning this project. The desktops have been running out there now about one year, and we know that we have up to 80 percent energy saving, just from changing the hardware out there. We’re running the Wyse P20 Zero Client instead of physical PC hardware.

We needed more energy for the server side in the data center, but if you look at it, we have 60 up to 70 percent energy savings overall. I think it’s really great.

Gardner: That’s very good. So what else comes in terms of productivity?

Karbginski: In the past, the updates came during the business hours. Now, we can do all software updates at nights or at the weekends or if the office is closed. So helpdesk cost is reduced about 50 percent.

... We're using Dell servers with two sockets, quad-core, 144-gigabyte RAM. We're also using EMC Clariion SAN with 25 terabytes. Network infrastructure is Cisco, based on 10 GB Nexus data center switches. At the beginning the project, we had View 4.0 and we upgraded it last month to 4.6.

Gardner: What were some of the challenges in terms of working this through the people side of the process? We've talked about process, we've talked technology, but was there a learning curve or an education process for getting other people in your IT department as well as the users to adjust to this?

Karbginski: There were some unknown challenges or some new challenges we had during the rollout. For example, the network team. The most important thing was understanding of virtualization. It's an enterprise environment now, and if someone, for example, restarts the firewall in the data center, the desktops in our offices were disconnected.

It's really important to inform the other departments and also your own help desk.

... The first thing that the end users told us was that the selling platform from Amadeus, the reservation system, runs much faster now. This was the first thing most of the end users told us, and that’s a good thing.

The next is that the desktop follows the user. If the user works in one office now and next week in another office, he gets the same desktop. If the user is at the headquarters, he can use the same desktop, same outlook, and same configuration. So desktop follows the user now. This works really great.

Gardner: Looking to the future, are you going to be doing this following-the-user capability to more devices, perhaps mobile devices or at home PCs?

Karbginski: We plan to implement the security gateway with PCoIP support for home office users or mobile users who can access their same company desktop with all their data on it from nearly every computer in the world to bring the user more flexibility.

Gardner: If you were advising someone on what to learn from your experience as they now move toward desktop virtualization, any thoughts about what you would recommend for them?

Karbginski: The most important thing is to get in touch with the other departments and inform them about the thing you're doing. Also, inform the user help desk directly at the beginning of the project. So take time to inform them what desktop virtualization means and which processes will change, because we know most of our colleagues had a wrong understanding of virtualization.

They think that with virtualization, everything will change and we'll need other support servers, and it's just a new thing and nobody needs it. If you inform them what you're doing that nothing will be changed for them, because all support processes are the same as before, they will accept it and understand the benefits for the company and for the user.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 9th November 2011 Copyright Interarbor Solutions © 2011

The next BriefingsDirect case study interview focuses on Southwest Airlines, one of the best-run companies anywhere, with some 35 straight years of profitability, and how "IT as a service" has been transformative for them in terms of productivity.

This story comes as part of a special BriefingsDirect podcast series from a recent VMworld 2011 Conference. The series explores the latest in cloud computing and virtualization infrastructure developments.

Here to share more about how Southwest is innovating and adapting with IT as a compelling strategic differentiator is Bob Young, Vice President of Technology and Chief Technology Officer at Southwest Airlines. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: We have heard a lot about IT as a service. How have you at Southwest been able to keep IT squarely in the role of enablement?

Young: As we are taking a look and trying to be what travelers want in an airline, and we are constantly looking for ways to improve Southwest Airlines and make it better for our customers, that's really where virtualization and IT as a service comes into play.

People want to be able to get on Southwest.com, make a reservation, log on to their Rapid Rewards or our Loyalty Program, and they want to be able to do it when they want to do it, when they need to do it, from wherever they are. And it’s just great to be able to provide that service.

We provide that to them at any point in time that they want in a reliable manner. And that's really what it gets right down to—to make the functions and the solutions that we provide ubiquitous so people don’t really need to think about anything other than, "I need to do this and I can do it now."

Gardner: I travel quite a bit and it seems to me that things have changed a lot in the last few years. One of the nice things is that information seems to be at your fingertips more than ever. I never seem to be out of the loop now as a traveler. I can find out changes probably as quickly as the folks at the gate.

So how has this transfer of information been possible? How have you been able to keep up with the demands and the expectations of the travelers?

Young: If we talk about information and the flow of information through applications and services, it really starts to segment the core technical aspects of that so the customer and our employees don’t really need to think about it. When they want to get the flight at the gates, the passenger is on a flight leg, etc., they can go ahead and get that at any moment in time.

... The same is true of how we provide IT as a service. What we want to be able to do is provide IT whenever they want it, whenever they need it, at the right cost point, and to meet their needs. We've got some of the best customers in the world and they like to do things for themselves. We want to allow them to do that for themselves and be able to provide our employees the same.

Gardner: How in IT have you been able to create common infrastructures, reduce redundancy, and then yet still ramp up to meet all your requirements?

Young: What we've been able to do and how we have been able to meet some of those challenges is through a number of different VMware products. One of the core products is VMware itself, if we talk about vSphere, vMotion, etc., to be able to provide that virtualization. You can get a 1-to-10 virtualization depending on which type of servers and blades you're using, which helps us on the infrastructure side of the house to maintain that and have the storage, physical, and electrical capacity in our data centers.

But it also allows us, as we're moving, consolidating, and expanding these different data centers, to be able to move that virtual machine (VM) seamlessly between points. Then, it doesn’t matter where it’s running.

That allows us the capacity. So if we have a fare sale and I need to add capacity on some of our services, it gives us and our team that run the infrastructure the ability to bring up new services on new VMs seamlessly. It plugs right into how we're doing things, so that internal cloud allows us not to experience blips.

It's been a great add for us from a capacity management perspective and being able to get the right capacity, with the right applications, at the right time. It allows us to manage that in such a way that it’s transparent to our end-users so they don’t notice any of this is going on in the background, and the experience is not different.

... We started our virtualized environments about 18 months ago. We went from a very small amount of virtualization to what we coined our Server 2.0 strategy, which was really the combination of commodity-based hardware blades with VMware on that.

And that allowed us last year in the first and second quarter to grow from several hundred VMs to over several thousand, which is where we're at today in the production environment. If you talk about production, development, and test, production is just one of those environments.

It has allowed us to scale that very rapidly without having to add a thousand physical servers. And it has been a tremendous benefit for us in managing our power, space, and cooling in the data center, along with allowing our engineers who are doing the day-to-day work to have a single way to manage it, deploy, and move stuff around even more automatically. They don’t have to mess with that anymore, VMware just takes care of the different products that are part of the VMware Suite.

Gardner: And your confidence, has it risen to the level where you're looking at 70, 80, 90, even more percent of virtualization? How do you expect to end that journey?

Young: I would love to be at 100 percent virtualized. That would be fantastic. I think unfortunately we still have some manufacturers and software vendors—and we call them vendors, because typically we don’t say partners—who decide they are not going to support their software running in the virtualized environment. That can create problems, especially when you need to keep some of those systems up 24 x 7, 365, with 99.95 percent availability.

We're hoping that changes, but the goal would be to move as much as we can, because if I take a look at virtualization, we are kind of our internal private cloud. What that’s really doing is getting us ready for the evolution that’s going to happen over the next, 5, 7, or 10 years, where you may have applications and data deployed out in a cloud, a virtual private cloud, public cloud if the security becomes good enough, where you've got to bring all that stuff together.

If you need to have huge amounts of capacity and two applications are not co-located that need to talk back and forth, you've got to be much more efficient on the calls and the communications and make that seamless for the customer.

This is giving us the platform to start learning more and start developing those solutions that don’t need to be collocated in a data center or in one or two data centers, but can really be pushed wherever it makes sense. That could be from wherever the most efficient data center is from a green technology perspective, use the least electricity and cooling power, to alternate energy, to what makes sense at the time of the year.

That is a huge add and a huge win for us in the IT community to be able to start utilizing some of that virtualization and even across physical locations.

Gardner: Is there a centralization feature to this that also is paying dividends?

Young: That’s a huge cornerstone of the suite of tools that we've been able to get through VMware is being able to deploy custom solutions and even some of the off-the-shelf solutions on a standard platform, standard operating systems, standard configurations, standard containers for the web, etc. It allows us to deploy that stuff within minutes, whereas it used to take engineers manually going to configure each thing separately. That’s been a huge saving.

The other thing is, once you get the configuration right and you have it automated, you don’t have to worry about people taking some human missteps. Those are going to happen, and you've got to go back and redo something. That elimination of error and the speed at which we can do that is helping. As you expand your server footprints and the number of VMs and servers you have without having to add to your staff, you can actually do more with the same number of or fewer staff.

Gardner: How you feel about desktop virtualization?

Young: What’s really driven us to take a look at it is that around our environment we can control security on virtual desktops, etc., very clearly, very quickly and deliver that in a great service.

The other thing that’s leading to this is, not just what we talked about in security, is the plethora of brand new mobile devices—iPhones, iPads, Android devices, Galaxy. HP has a new device. RIM has a new device. We need to be able to deliver our services in a more ubiquitous manner. The virtual desktop allows us to go ahead and deliver some of those where I don’t need to control the hardware. I just control the interface, which can protect our systems virtually, and it’s really pretty neat.

I was on one of my devices the other day and was able to go in via virtual desktop that was set up to be able to use some of the core systems without having all that stuff loaded on my machine, and that was via the Internet. So it worked out phenomenally well.

Now, there are some issues that you have to do depending on whether you're doing collocation and facility, but you can easily get through some of that with the right virtualization setup and networking.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 8th November 2011 Copyright Interarbor Solutions © 2011

In an effort to provide clearer guidance for enterprise and security architects in aligning security and risk management with business goals and objectives, The Open Group and the SABSA Institute have released a new TOGAF SABSA Integration Whitepaper.

Intended as a practical guide, the whitepaper views security architecture as an integral part of how enterprise architecture should be approached. While TOGAF, The Open Group Architectural Framework addresses security, it doesn't give concrete advice on how to achieve those goals. This whitepaper is designed to plug that gap. [Disclosure: The Open Group is a sponsor of Briefings Direct podcasts.]

“For too long, security and risk management have been considered a discipline separate from enterprise architecture, which has led to increased costs, reduced interoperability and less productive organizations," said Jim Hietala, VP of Security for The Open Group. "This guide empowers enterprise architects to apply a holistic, business-driven approach to IT security decisions.”

The SABSA methodology was chosen for integration with TOGAF based on its objective of developing security architectures that facilitate the business, much like TOGAF’s business driven approach and open methodology. Utilizing the SABSA Business Attributes Profiling method, the integrated methodology enables the creation of better architectures that drive tighter alignment between business and IT within enterprises.

Common languages
“In the past, security and enterprise architectures have been designed and acquired in silos, without common architecture languages that help tie both to broader business objectives,” said John Sherwood, Head of the SABSA Academy, a division of The SABSA Institute. “We’re proud to integrate SABSA with TOGAF finally to provide structure for the relationship between enterprise and security architectures, and help create more efficient, cost effective and productive enterprises.”

The whitepaper includes detailed guidance on how to produce business and risk management-based security architectures, along with practical approaches to improve the integration of information security across the enterprise. Within this context, a main objective of the paper is to spark debate in the enterprise architecture community about the evolving role of enterprise architects in enabling the business to manage operational risk.

The whitepaper marks the culmination of an 18-month effort spurred on by requests from Open Group members.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 3rd November 2011 Copyright Interarbor Solutions © 2011

The latest BriefingsDirect case study interview explores how large businesses are using cloud commerce and automated sourcing and procurement to dramatically improve how they modernize and manage their buying processes.

In doing so, we'll see how they improve cash management and gain an analytical edge to constantly improving these vital processes. The Ohio State University Medical Center (OSUMC), for example, has moved its procurement activities to the cloud and adopted strategic sourcing, dramatically increasing efficiency across the purchases managed.

Through our discussion with Karen Sherrill, Senior Commodity Manager at The Ohio State University Medical Center in Columbus, we learn more about how a large medical enterprise is conducting its business better through collaborative cloud commerce. The moderator is Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: Ariba is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: What did you need to change in how you sourced and procured that led you to adopt more automation and more of these cloud-based services?

Sherrill: The Medical Center is a government agency. So, as you can imagine, it’s tied down with a lot of bureaucracy and paper. But as we moved into the year 2010, we were receiving a lot of pressure to do things faster and more efficiently. The only way to do that was some type of technology to allow our current staffing levels to support the needed growth to be able to support our customers faster.

We were processing about 422 bids a year, and that equated to about the same number of contracts. We had only 26 buyers who were able to support the business, which was projected to grow significantly with our medical center expansion and the growth of our ambulatory site.

Some of the limitations that we were running up against was that our resources were spending a lot of time providing technical support to the old legacy system. In addition, the legacy system was supporting static documents. So we were posting PDFs, and suppliers were mailing in bids, which was not an efficient way to analyze them on the back-end.

We were manually tracking supplier contract terms, conditions, and modifications, and that was taking a significant amount of time in order to execute the final agreement.

We had no repository for contracts. So when people were seeking agreements, we were looking on shared drives and peoples’ desks and were having to go to external storage. Contracts were expiring. We were not aware of them and not renewing them in a timely fashion.

In addition, we had counterparts with the university and we weren't able to collaborate with them and have visibility into what bids they were doing and what bids we were doing. So there was no framework to support that type of collaboration that was essential for us to be successful going forward.

Those were some of the limitations and concerns that we were trying to address and we therefore implemented technology in order to help us meet or relieve some of these concerns.

Gardner: What were the requirements that you had in mind when you were seeking to improve on this situation?

Sherrill: One of the requirements was that it had to be an automated technology and it had to be easy to use. The provider of the technology would need to provide the technical support, primarily not for the buyers, but for the suppliers, who would be interacting with the system and would need training and guidance to navigate the system in order to submit an effective bid result.

Gardner: Tell me a bit about The Ohio State University Medical Center.

Sherrill: The Ohio State University Medical Center is located in Columbus, Ohio. We consist of five hospitals. The main hospitals are the James Cancer Hospital, the Ohio State University Hospital, the main campus, and then we have Ohio State University Medical Center Hospital East.

We have about 58,000 inpatient admissions and about one million outpatient admissions, and we do about 15,000 inpatient surgeries, about 19,000 outpatient surgeries, and about 120,137 visits to our emergency department.

We consist of about 450 beds, and that does not include our one million square foot expansion construction project that we currently have underway, and is expected to be completed in fiscal year 2014.

We're divided into two sections. I head up the indirect products and services, which means that anything that's non-clinical or not related to a patient's care. So that would be marketing, advertising, linen, landscaping, anything that's not directly related with patient care.

I have a counterpart who handles all the clinical types of purchases, which would be mammography equipment, needles, drug-eluting stents, all the medical type related supplies and services.

Gardner: How did the journey begin, and where have you come in just a fairly short amount of time?

Sherrill: Initially they did an RFP for the e-sourcing technology. Ariba was selected. That was done prior to my coming on board, but when I came on board they said, "This is the technology we have selected and you need to implement this."

As a result, being a new person in the organization, I didn't really know how the organization operated, because I came from the private sector. This was a public sector entity. I was a new person, and no one knew who I was.

The first thing for me was to build relationships internally, and I did that by just taking the time to stop, listen to the way they currently did business, and why they did it that way. Sometimes they may be doing things for a good reason or maybe there was a legal reason. There were other things they were doing because they did it for 50 years, and maybe we didn't need do it that way any longer. So that was the first step.

The second step was that the leadership heads agreed to lay out a significant amount of investment in this particular technology, and my only assignment was to implement it. So we created this analogy that the locomotive is out of the gate. The financial investment had been made. Then you have Karen Sherrill, who is trying to prove something, and my only assignment is to get this implemented.

The rule was that you have three choices: you can get on the locomotive and enjoy the ride, you can step aside and let the train pass you by, or you can try to get in front of the train and stop the progress.

That was the analogy or the vision that we put in place, and they could decide where they wanted to fall. We had individuals who chose three different areas.

Most of them decided to get on the train and enjoy the ride, because they were really itching for change and becoming more efficient. Others were nonbelievers, saying that this is never going to stick, so I am going to let the train pass me by. And there were a few who were afraid of technology changing, afraid of the processes changing, afraid of the shift in power as a result of the processes changing, and they feared visibility. So they tried to stop the train.

Because we had leadership support, whenever we ran across those individuals, we could run it up the chain. We had an endearing term that they would then get the smack down or be smacked back in line so the train can continue on.

We had to do that several times, but in the end we knew what the destination was and the locomotive was going to get there. We were not going to be one of those organizations that bought the technology, and when the subscription expired, we had not had one bid go through the tool.

One of my personal objectives was that a year was not going to go by without one bid going through the tool. One year sounds like a long time, but they didn’t have any processes documented. So we had to step back a few months to document the processes in order to effectively communicate how we wanted this technology to be configured.

But it was not going to take more than a year to get one bid through the tool. Then, when we had the one success, the goal was to build upon that success and continue to get more and more momentum. That’s how we were able to drive this locomotive to conclusion very quickly.

One of the key reasons we selected the cloud, on-demand version versus something hosted behind our firewall—or even deciding to integrate it with our systems behind our firewall—is that you have to get IT support internally, get their approval, and that would have delayed the implementation of this significantly.

We consciously made the decision not to integrate. There was really no need to do it at this point. And they wanted to see if we would use the technology. Why invest in integrating something that’s never going to be adopted?

So one of the benefits of using the on-demand solution in the cloud is that you don’t have to build that interface behind a firewall and you do not have to use internal resources to implement or execute the system. So that was one benefit to using the cloud solution.

One of the problems we were having was that on the old system buyers were providing suppliers’ technical support, such as suppliers can't remember their email, they got the wrong category, they didn’t get the bid, and the buyers were constantly having to interface with suppliers.

When you go to a technology approach that’s more advanced, they're going to need even more assistance on how to navigate the sites or get their passwords reset. With the on-demand technology we are able to utilize the Ariba help desk. Most of our tickets are supplier based, and within 12 months of implementing there were over 700 tickets issued to the help desk, which were transparent to me and all the buyers.

That's a benefit that is definitely required when you go to a more advanced technology for processing bids. The suppliers are going to be needing more support, but you can't have your resources that are supposed to be focusing on strategic sourcing spending all their time trying to help suppliers to submit a response to a bid.

Gardner: What are the higher-level benefits around strategic sourcing?

Sherrill: There was an additional benefit from using Ariba Discovery in our legacy system. There were only about 5,000 suppliers. As a public entity we're required to do public notifications of our bid opportunities. With only 5,000 suppliers within our legacy base, the competition could be somewhat limited, because it's only those suppliers who knew about our site and had come there to register to receive our bid notification.

When we transitioned to Discovery, there were about 350,000 suppliers on Discovery. It's grown to over a half-million at this point. So we've substantially increased the number of suppliers that are aware of our bid opportunities.

When you increase the number of suppliers aware of your bid opportunities, the number of suppliers that participate grows or increases. When you have more suppliers participating, you have increased competition, which then lowers pricing. And we found that to be the case on two high profile projects.

One project was related to linen. There was a supplier that we were aware of but we couldn’t find their contact information. We put the public bid notification on Discovery, and the supplier popped up. They participated in our bid.

They didn’t win, but they were strong competition, and the incumbent felt the need to reduce their pricing by about 16 percent, which resulted in a half-million dollar savings in year one and year two of the agreement. So if we didn’t have that strong competition, that saving probably would not have been generated.

The dynamics that were working there was that you had the incumbent, who if they lost the business, would have a lot of explaining to do, working against the dynamic of a new company who was being told, "Do whatever you have to do to get the business." That dynamic drove the pricing down. So that was one benefit.

On several of our categories, we're just getting a lot more suppliers participating, finding suppliers that can source things that the buyers may not be a subject matter expert in. Because we're joined with the university, they're utilizing the system too, and sometimes they're being asked to source things like hay or dental strips. They're not a subject matter expert in that. Where are they going to find suppliers?

By just putting out a bid notification on Discovery, it makes the buyers who are more of a generalist have the tools necessary to find suppliers that can compete on categories that they're not subject matter experts in, in order to generate the competition to reduce price and get additional value from the supplier base.

Gardner: You mentioned earlier that one of the requirements you had was to automate and create more of a solid data repository. How has being able to satisfy that requirement benefited you as a business?

Sherrill: It's allowed us to standardize on the Seven-Step Strategic Sourcing Process, and within that process there are certain documents that have to be completed. We get audited on that documentation being completed. It's basically around: did we follow the public bidding guidelines? Did we do a public bid? Was the lowest and most responsive bidder selected? And what was the documentation, the score sheet, that support that contract award?

Now, when an auditor comes in and they select bids, we can run a report of all the bids that were run during a particular period of time. They can just select the bids that they want, and the buyers can just do a search and pull the documents that were requested.

Before, they had to go to some file cabinet and find the bid number. What if it was misfiled? It allows us to obtain audited documents much more quickly and it also standardized on the process to make sure the documents are completed in order to close the project out. So from a visibility standpoint, that has benefited us.

From the reporting aspect, we also can see how many bids are being run by what people and how many contracts are being executed, so we can get visibility into workload. Someone is doing x number of bids, but their work is not very contract related, versus someone is not doing very many bids, but they are doing a lot of contracts, versus someone who is not doing any bids or any contracts—and that’s kind of an issue. So we can run a report and keep track of productivity, where we may have to shift projects or resources in order to better support our customers. And we can do that by just running a quick report.

Savings is another big initiative. Everybody wants to know, how much savings you generated over what period of time. We used to have an Excel spreadsheet where people were loading in their projects. A high-level executive would say, "I want to know what the savings were," and there would be this big initiative about going to the spreadsheet to update your savings. Of course only one person could go into the particular spreadsheet at a time, and the accuracy of it was always questionable.

Now we have the technology where people load up their projects and load up their savings. We can run a monthly report that is scheduled. People are required to review their savings numbers on a monthly basis and make any tweaks or adjustments. When we get those requests for savings number, the accuracy of it is a lot higher and people feel more comfortable with it and people can update their savings at the same time.

So if we have to do it on a quick term basis, like in two or three hours, you can say, "Go and update your projects." The source analysts can just pull down that report, and we've got our numbers. That is a beautiful thing as far as visibility into savings, tracking the savings, and building more confidence in the accuracy of the numbers we report.

... Before we implemented Ariba, the construction category had a lot of bids, and that particular buyer was getting a lot of complaints that he wasn't turning the bids around faster, or as fast as the end user would like, and the analysis was taking too long. They wanted to see the bid results. They wanted to see it analyzed quickly, and they were escalating these complaints.

We implemented Ariba. So now he's able to execute his bids faster. Once he loaded one bid up, if another one was similar, he could copy and just tweak, which increased the efficiency on his end.

And because the suppliers were inputting their responses online, it was easier for him to export and do the analysis much quicker, but that particular user base also embraced the technology. We've got them to the point that when the bids come in, they can go in and pull them down themselves and do the analysis and decide who they want to shortlist.

That particular group is much happier. We're not getting any complaints, and the projects are moving off of his plate much faster. In fact, we used to have a lot of projects that were past due, past due, past due. The last report that we did there was something that was just due out in the future. So we're starting to get ahead of our strategic sourcing pipeline.

Gardner: What would you have in terms of suggestions or recommendations for folks who are examining moving to a cloud-based procurement and strategic sourcing service or activity? Do you have any 20/20 hindsight, something that you could offer in terms of what you learned along the way?

Sherrill: The first thing I would recommend, and most companies may have it, is that you need to have your processes documented. When you buy one of these subscriptions, the clock starts ticking. If you have to stop and document your processes, then you're not using the tool, but you are paying for it.

Have your processes documented, so as soon as your subscription starts, you can have the tool configured and you don't have to use eight months, like we had to do, to figure out how we wanted the tool to be configured.

They also need to keep in mind that the technology is just a tool and it requires people, processes, and the technology to be successful. I like to say that you have to have brains behind the tool or it's not going to work for you.

Some of the people here had the skill set to embrace the tool and the utilization of the tool, but we have other people who don't have the correct skill set in order to effectively utilize the tool. That’s kind of a constraint if you don't have the authority to transform your organization and right size it with the people that have the correct skill sets.

Another important implementation is that you've got to have support from the top; who will back you up when someone is trying to put up a wall or be an obstacle to the implementation?

The way you get the leadership support is having an individual who has built credibility as far as the transformation actually working. The person leading the process needs to have the right skill set and, from what we found, that was a person who had excellent project management skills.

Also key is that they need to be able to do strategic sourcing. You have more credibility, if you're actually using the tool and actually using the processes that you are implementing.

Number three, the person has to have excellent communication and interpersonal skills to deal with those people who don't want to go along with the process, as well as team building skills. If that particular leader has all those skills, it allows the opportunity for them to do sourcing events and lead by example.

One of the things that made Ohio State University’s implementation successful is that my projects were the ones that went through the tool first. I was able to identify any problems and reconcile them immediately, so that the buyers that were putting in their bids behind mine would never run across those problems.

If there were problems that I encountered that I wasn't able to fix, and a buyer identified it, I could say, "I'm aware of that problem, and here is your workaround," so that I didn't get any "aha" or "got you" moment that they were trying to come up with to stop the implementation.

The second component to that is that you need to have early adopters. These were people who wanted to change, who wanted to have their sourcing projects to be the first ones to go to the tool. That was valuable in that, while I as a project leader will say that this is great, I'm going to say it's great, because I am responsible for rolling it out. But I had early adopters who also agree, who are fans, who are vocal about it, and also had successes. That was very instrumental to rolling the project out successfully.

Then once you've got several of the people who have the credibility of utilizing the tool, who are actually sourcing professionals that are using the tool, it adds credibility, and then everyone else has no choice but to follow along.

The other important thing is that you have to shut down the old way of processing bids. We had a go-live date and we had those individuals that decided to use the old way all the way up until the last date, but when we came to the go-live date, there were no more bids going out the old way. That led to us having 100 percent compliance since we went live May of 2010.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 2nd November 2011 Copyright Interarbor Solutions © 2011

Educators are using of desktop virtualization in innovative new ways to enable "bring your own device" (BYOD) benefits for faculty and students. This latest BriefingsDirect interview explores how one IT organization has made the leap to allowing young users to choose their own client devices to gain access to all the work or learning applications and data they need—safely, securely, and with high performance.

The nice thing about BYOD is that you can essentially extend what do you do on-premises or on a local area network (LAN)—like a school campus—to anywhere; to your home; to your travels, 24x7.

The Avon Community School Corp. in Avon, Indiana has been experimenting with BYOD and desktop virtualization, and has recently embarked in a wider deployment for both this school year.

To get their story, Dana Gardner, Principal Analyst at Interarbor Solutions, interviewed Jason Brames, Assistant Director of Technology, and Jason Lantz, Network Services Team Leader, both at Avon Community School. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: You've been successful with server virtualization, but what made it important for you now to extend virtualization to the desktop?

Brames: One of the things that is important to our district we noticed when doing an assessment of our infrastructure: We have aging endpoints. We had a need to extend the refresh rate of our desktop computers from what was typical—for a lot of school districts typical is about a 5-year refresh rate—to getting anywhere from 7 to 10, maybe even 12 years, out of a desktop computer.

By going to a thin client model and connecting those machines to a virtual desktop, we're able to achieve high quality results for our end users, while still giving them computing power that they need and allowing us to have the cost savings by negating the need to purchase new equipment every five years.

By going with virtual environment, the problem that we were looking to solve was really just that—how do we provide extended refresh rate for all of our devices?

We're located about 12 miles west of Indianapolis, Indiana, and we have 13 instructional buildings. We're a pre-K-to-12 institution and we have approximately 8,700 students, nearing 10,000 end-users in total. We’re currently supporting about 5,500 computers in our district.

... Currently have 400 View desktop licenses. We’re seeing utilization of that license pool of 20–25 percent right now, and the primary reason that we’re seeing that utilization is because we’re really just beginning that phase, with this being our first year for our virtual desktop roll out. We’re really in the second year, but the first year of more widespread use.

We’re training teachers on how to adequately and effectively use this technology in their classroom with kids. It's been very highly received and is being adopted very well in our classrooms, because people are seeing that we were able to improve the computing experience for them.

Lantz: With that many devices, getting out there and installing software, even if it’s a push, locally, or what have you, there's a big management overhead there. By using VMware View and having that in our data center, where we can control that, the ability to have your golden image that you can then push out to a number of devices has made it a lot easier to transition to this type of model.

We’re finding that we can get applications out quicker with more quality control, as far as knowing exactly what’s going to happen inside of the virtual machine (VM) when you run that application. So that’s been a big help.

A lot of our applications are Web-based, Education City. It’s a lot of graphics and video. And we found that we're still able to run those in our View environment and not have issues.

Gardner: What are you running in terms of servers? What is your desktop virtualization platform, and what is it that allows you to move on this so far?

Lantz: On the server side, we're running VMware vSphere 4.1. On the desktop side, we're running View 4.6. Currently in our server production, as we call it, we have three servers. And we're adding a fourth shortly. On the View side of things, we currently have two servers and we’re getting two more in the next month or so. So we’ll have a total of four.

Gardner: Now one of the nice things about the desktop virtualization and this BYOD is it allows people to access these activities more freely anywhere. How do you manage to take what was once confined to the school network and allow the students and other folks in your community to do what they need to do, regardless of where they are, regardless of the device?

Brames: We’re a fairly affluent community. We have kids who were requesting to bring in their own devices. We felt as though encouraging that model in our district was something that would help students continue to use computers that were familiar to them and help us realize some cost savings long term.

So by connecting to virtual desktops in our environment, they get a familiar resource while they're within our walls in the school district, have access to all of their shared drives, network drives, network applications, all of the typical resources that are an expectation of sitting down in front of a school-owned piece of equipment. And they're seeing the availability of all of those things on their own device.

... A typical classroom for us contains four student computing stations, as well as, depending upon the building size, three to five labs available. We’re not focusing our desktop virtualization on those labs. We’re focusing on the classroom computing stations right now. Potentially, we'll also be in labs, as we go into the future.

Then, in addition to those student computing stations, we’re seeing those applications where our administrative team or principals and our district-level administrators are able to begin using virtual desktops to access while they’re outside of the district and growing familiar with that, so that whenever we enter into that phase where we’re allowing our students to access from outside of our network, we have that support structure in place.

... We’re also seeing an influx of more mobile-type devices such as tablets and even smartphones and things like that. The percentage of our users that are using tablets and smartphones right now for powerful computing or their primary devices is fairly low. However, we anticipate over time that the variety of devices we’ll have connecting to our network because of virtual desktops is going to increase.

Gardner: How is that hand-off happening? Are you able to provide a unified experience yet?

Lantz: That’s part of phase two of our approach that we’re implementing right now. We’ve gotten it out into the classrooms to get the students familiar with it, so that they understand how to use it. The next step in that process is to allow them to use this at home.

We currently have administrators that are using it in this fashion. They have tablets and are using the View client; they connect in and get the same experience if they're in school or out of school.

So we’re to that point. Now that our administrators understand the benefits, now that our teachers have seen it in the classrooms, it’s a matter of getting it out there to the community.

One of the other ways that we’re making it available is that at our public library, we have a set of machines that students can access as well, because as you know, not every student has access to high-speed Internet, but they are able to go to library, check out these machines, and be able to get into the network that way. Those are some of the ways that we’re trying to bridge that gap.

Technology Integration Group has resources that allow us to see what other school districts are doing and what are some of the things that they’ve run into. Then, they bring back here and we can discuss how we want to roll it out in our environment. They’ve been very good at giving us ideas of what has worked with other organizations and what hasn’t. That’s where they've come in. They’ve really helped us understand how we can best use this in our environment.

Gardner: I often hear from organizations, when they move to desktop virtualization, that there are some impacts on things like network or storage that they didn’t fully anticipate. How has that worked for you? How has this roll out movement towards increased desktop virtualization impacted you in terms of what you needed to do with your overall infrastructure?

Lantz: Luckily for us we’ve had a lot of growth in the last two to three years, which has allowed us to get some newer equipment. So our network infrastructure is very sound. We didn’t run into a lot of the issues that commonly you would with network bandwidth and things like that.

On the storage side, we did increase our storage. We went with an EqualLogic box for that, but with View, it doesn’t take up a ton of storage space with link clones and things like that. So having seen a huge impact there, now as we get further into this, storage requirements will get greater, but currently that hasn’t been a big issue for us.

Gardner: On the flip-side of that, a lot of organizations I talk to, who moved to desktop virtualization, gained some benefits on things like backup, disaster recovery, security, and control over data and assets, and even into compliance and regulatory issues. Has there been an upside that you could point to in terms of being a more centralized control of the desktop content and assets?

Lantz: When you start talking about students bringing in their own devices, it's difficult to monitor what's on that personally-owned device.

We found that by giving them a View desktop, we know what's in our environment and we know what that virtual machine has. That allows us to have more secure access for those students without compromising what's on that student’s machine, or what you may not know about what's on that student’s machine. That’s been a big benefit for us allowing students to bring in their own devices.

Gardner: Do we have any metrics of success either in business or, in this case, learning terms and/or IT cost savings? What has this done for you? I know it's a little early, but what's the early results?

Brames: You did mention that it is a little bit early, but we believe that as we begin using virtual desktops more so in our environment, one of the major cost savings that we’re going to see as a result is licensing cost for unique learning applications.

Typically in our district we would have purchased x number of licenses for each one of our instructional buildings because they needed to utilize that with students in the classroom. They may have a certain number of students that need access to this application, for example, but they're not all accessing it during the same time of the day or it's on a machine that’s on a fat client, a physical machine somewhere in the building, and it's difficult for students to have access to it.

By creating these pools of machines that have specialty software on them we’re able to significantly reduce the number of titles we need to license for certain learning applications or certain applications that improve efficiencies for teachers and for students.

So that’s one area in which we know we’re going to see significant return on our investment. We already talked about extending the endpoints, and with energy savings, I think we can prove some results there as well. Anything to add, Jason?

Lantz: One of the ones that’s hard to calculate is, as you mentioned, maintenance or management of this piece and technology, as we all know you’re doing more with less. This really gives you the ability to do that. How you measure that is sometimes difficult, but there are definitely cost savings there as well.

Gardner: I know budgets are really important in just about any school environment. Do you have any sense of the delta there between what it would be if you stuck to traditional cost structures, traditional licensing, fat client, to get to that one to one ratio, compared to what you’re going to be able to do over time with this virtualized approach?

Brames: Our Advanced Learning Center is the school building that has primarily senior students and advanced placement students. There are about 600 students that attend there.

Last year, 75 percent of those students were using school-owned equipment and 25 percent of them were bringing their own laptops to school. This year, what we have seen is that 43 percent of our students are beginning to bring their own devices to connect to our network and have access to network resources.

If that trend continues, which we think it will, we’ll be looking at certainly over 50 percent next year, hopefully approaching 60–65 percent of our students bringing their own devices. When you consider that that is approximately 400 devices that the school district did not need to invest in, that’s a significant saving for us.

Gardner: If you could do this over again, a little bit of 20/20 hindsight, what might you want to tell others in terms of being prepared?

Lantz: One thing that’s important is that when you explain this to users, the words "virtual desktop" can be a little confusing to teachers and your end-users. What I've done is taken the approach of it’s no different than having a regular machine and you can set it up to where it looks exactly the same.

When you start talking with end users about virtual, it gets into, okay, "So it’s running back here, but what problems am I going to encounter?" and those sort of things. Trying to get that end user to realize that there really isn’t a difference between a virtual desktop and a real desktop has been important for us for getting them on board and making them understand that it’s not going to be a huge change for them.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 31st October 2011 Copyright Interarbor Solutions © 2011

The latest BriefingsDirect podcast discussion targets two major pillars of proper and successful data center transformation (DCT) projects. We’ll hear from a panel of HP experts on proven methods that have aided productive and cost-efficient projects to reshape and modernize enterprise data centers.

Learn about the latest trends buttressing the need for DCT and then how to do it well and safely. Specifically, we’ll delve into why it's important to fully understand the current state of an organization’s IT landscape and data center composition in order to then properly chart a strategy for transformation.

Secondly, we'll explore how to avoid pitfalls by balancing long-term goals with short-term flexibility. The key is to know how to constantly evaluate based on metrics and to reassess execution plans as DCT projects unfold. This avoids being too rigidly aligned with long-term plans and roadmaps and potentially losing sight of how actual progress is being made—or not.

This is the first in a series of podcasts on DCT best practices and is presented in conjunction with a complementary video series.

With us now to explain why DCT makes sense and how to go about it with lower risk, we are joined by Helen Tang, Worldwide Data Center Transformation Lead for HP Enterprise Business; Mark Grindle, Master Business Consultant at HP, and Bruce Randall, Director of Product Marketing for Project and Portfolio Management at HP. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Tang: We all know that in this day and age, the business demands innovation, and IT is really important, a racing engine for any business. However, there are a lot of external constraints. The economy is not getting any better. Budgets are very, very tight. They are dealing with IT sprawl, aging infrastructure, and are just very much weighed down by this decade of old assets that they’ve inherited.

So a lot of companies today have been looking to transform, but getting started is not always very easy. So HP decided to launch this HUB project, which is designed to be a resource engine for IT to feature a virtual library of videos, showcasing the best of HP, but more importantly, ideas for how to address these challenges. We, as a team, decided to tackle it with a series that’s aligned around some of the ways customers can approach addressing data centers, transforming them, and how to jump start their IT agility.

The five steps that we decided that as keys for the series would be the planning process, which is actually what we’re discussing in this podcast: data center consolidation, as well as standardization; virtualization; data center automation; and last but not least, of course, security.

To make this video series more engaging, we hit on this idea of IT as superheroes, because we’ve all seen people, especially in this day and age, customers with the clean budget, whose IT team is really performing superhuman feats.

We thought we’d produce a series that's a bit more light-hearted than is usual for HP. So we added a superhero angle to the series. That’s how we hit upon the name of "IT Superhero Secrets: Five Steps to Jump Start Your IT Agility." Hopefully, this is going to be one of the little things that can contribute to this great process of data center modernizing right now, which is a key trend.

With us today are two of these experts that we’re going to feature in Episode 1. And to find these videos, you go to hp.com/go/thehub.

Gardner: Mark, you've been doing this for quite some time and have learned a lot along the way. Tell us why having a solid understanding of where you are in the present puts you in a position to better execute on your plans for the future.

Grindle: There certainly are a lot of great reasons to start transformation now.

But, as you said, the key to starting any kind of major initiative, whether it’s transformation, data center consolidation, or any of these great things like virtualization, technology refresh that will help you improve your environment, improve the service to your customers, and reduce costs, which is what this is all about, is to understand where you are today.

Most companies out there with the economic pressures and technology changes that have gone on have done a lot to go after the proverbial low-hanging fruit. But now it’s important to understand where you are today, so that you can build the right plan for maximizing value the fastest and in the best way.

When we talk about understanding where you are today, there are a few things that jump to mind. How many servers do I have? How much storage do I have? What are the operating system levels and the versions that I'm at? How many desktops do I have? People really think about that kind of physical inventory and they try to manage it. They try to understand it, sometimes more successfully and other times less successfully.

But there's a lot more to understanding where you are today. Understanding that physical inventory is critical to what you need to understand to go forward, and most people have a lot of tools out there already to do that. I should mention that those of you who don’t have tools that can get that physical inventory, it’s important that you do.

I've found so many times when I go into environments that they think they have a good understanding of what they have physically, and a lot of times they do, but rarely is that accurate. Manual processes just can't keep things as accurate or as current as you really need, when you start trying to baseline your environment so that you can track and measure your progress and value.

Of course, beyond the physical portions of your inventory, you'd better start thinking about your applications. What are your applications? What language are they written in? Are those traditional or supportable commercial-off-the-shelf (COTS) type applications? Are they homegrown? That’s going to make a big difference in how you move forward.

And of course, what does your financial landscape look like? What’s going in the operating expense? What’s your capital expense? How is it allocated out, and by the way, is it consistently allocated out.

I've run into a lot of issues where a business unit in the United States has put certain items into an operating expense bucket. In another country or a sub-business unit or another business unit, they're tracking things differently in where they put network cost or where they put people cost or where they put services. So it's not only important to understand where your money is allocated, but what’s in those buckets, so that you can track the progress.

Then, you get into things like people. As you start looking at transformation, a big part of transformation is not just the cost savings that may come about through being able to redeploy your people, but it's also from making sure that you have the right skill set.

If you don’t really understand how many people you have today, what roles and what functions they’re performing, it's going to become really challenging to understand what kind of retraining, reeducation, or redeployment you’re going to do in the future as the needs and the requirements and the skills change.

You transform, as you level out your application landscape, as you consolidate your databases, as you virtualize your servers, as you use more storage carrying all that great technology. That's going to make a big difference in how your team, your IT organization runs the operations. You really need to understand where they are, so you can properly prepare them for that future space that they want to get into.

So understanding where you are, understanding all those aspects of it are going be the only ways to understand what you have to do to get you in a state. As was mentioned earlier, you know the metrics of measurement to track your progress. Are you realizing the value, the saving, the benefit to your company that you initially used or justified transformation?

Gardner: Mark, I had a thought when you were talking. We’re not just going from physical to physical. A lot of DCT projects now are making that leap from largely physical to increasingly virtual. And that is across many different aspects of virtualization, not just server virtualization.

Is there a specific requirement to know your physical landscape better to make that leap successfully? Is there anything about moving toward a more virtualized future that adds an added emphasis to this need to have a really strong sense of your present state?

Grindle: You're absolutely right on with that. A lot of people have server counts—I've got a thousand of these, a hundred of those, 50 of those types of things. But understanding the more detailed measurements around those, how much memory is being utilized by each server, how much CPU or processor is being utilized by each server, what do the I/Os look like, the network connectivity, are the kind of inventory items that are going to allow you to virtualize.

I talk to people and they say, "I've got a 5:1 or a 10:1 or a 15:1 virtualization ratio, meaning that you have 15 physical servers and then you’re able to talk to one. But if you really understand what your environment is today, how it runs, and the performance characteristics of your environment today, there are environments out there that are achieving much higher virtualization ratios; 30:1, 40:1, 50:1. We’ve seen a couple that are in the 60 and 70:1.

Of course, that just says that initially they weren’t really using their assets as well as they could have been. But again, it comes back to understanding your baseline, which allows you to plan out what your end state is going to look like.

If you don’t have that data, if you don’t have that information, naturally you've got to be a little more conservative in your solutions, as you don’t want to negatively impact the business of the customers. If you understand a little bit better, you can achieve greater savings, greater benefits.

Remember, this is all about freeing up money that your business can use elsewhere to help your business grow, to provide better service to those customers, and to make IT more of a partner, rather than just a service purely for the business organization.

Gardner: So it sounds as if measuring your current state isn’t just measuring what you have, but measuring some of the components and services you have physically in order to be able to move meaningfully and efficiently to virtualization. It’s really a different way to measure things, isn’t it?

Grindle: Absolutely. And it’s not a one-time event. To start out in the field—whether transformation is right for you and what your transformations look like—you can do that one-time inventory, that one-time collection of performance information. But it’s really going to be an ongoing process.

The more data you have, the better you’re going to be able to figure out your end-state solution, and the more benefit you’re going to achieve out of that end state. Plus, as I mentioned earlier, the environment changes, and you’ve got to constantly keep on top of it and track it.

You mentioned that a lot of people are going towards virtualization. That becomes an even bigger problem. At least when you’re standing up a physical server today, people complain about how long it takes in a lot of organizations, but there are a lot of checks and balances. You’ve got to order that physical hardware. You've got to install the hardware. You’ve got to justify it. It's got to be loaded up with software. It’s got to be connected to the network.

A virtualized environment can be stood up in minutes. So if you’re not tracking that on an ongoing basis, that's even worse.

Gardner: Bruce, you’ve been looking at the need for being flexible in order to be successful, even as you've got a long-term roadmap ahead of you. Perhaps you could fill us in on why it’s important to evaluate along the way and not be even blinded by long-term goals, but keep balancing and reassessing along the way?

Randall: That goes along with what Mark was just saying about the infrastructure components, how these things are constantly changing, and there has to be a process to account for all of the changes that occur.

If you’re looking at a transformation process, it really is a process. It's not a one-time event that occurs over a length of time. Just like any other big program or project that you may be managing you have to plan not only at the beginning of that transformation, but also in the middle and even sometimes in the end of these big transformation projects.

If you think about these things that may change throughout that transformation, one is people. You have people that come. You have people that are leaving for whatever reason. You have people that are reassigned to other roles or take roles that they wanted to do outside of the transformation project. The company strategy may even change, and in fact, in this economy, probably will most likely within the course of the transformation project.

The money situation will most likely change. Maybe you’ve had a certain amount of budget when you started the transformation. You counted on that budget to be able to use it all, and then things change. Maybe it goes up. Maybe it goes down, but most likely, things do change. The infrastructure that Mark pointed to is constantly in flux.

So even though you might have gotten a good steady state of what the infrastructure looked like when you started your transformation project, that does change as well. And then there's the application portfolio. As we continue to run the business, we continue to add or enhance existing applications. The application portfolio changes and therefore the needs within the transformation.

Because of all of these changes occurring around you, there's a need to plan not only for contingencies to occur at the beginning of the process, but also to continue the planning process and update it as things change fairly consistently. What I’ve found over time, Dana, with various customers, as they are doing these transformation projects and they try to plan, that planning stage is not just the beginning, not just at the middle, and not just the one point. In other words, it makes the planning process go a lot better and it becomes a lot easier.

In fact, I was speaking with a customer the other day. We went to a baseball game together. It was a customer event, and I was surprised to see this particular customer there, because I knew it was their yearly planning cycle that was going on. I asked them about that, and they talked about the way that they had used our tools. The HP tool sets that they used had allowed them to literally do planning all the time. So they could attend a baseball game instead of attend the planning fire-drill.

So it wasn’t a one-time event, and even if the business wanted a yearly planning view, they were able to produce that very, very easily, because they kept their current state and current plans up to date throughout the process.

Gardner: This reminds me that we've spoken in the past, Bruce, about software development. Successful software development for a lot of folks now involves agile principles. There are these things they call scrum meetings, where people get together and they're constantly reevaluating or adjusting, getting inputs from the team.

Having just a roadmap and then sticking to it turns out to not be just business as usual, but can actually be a path to disaster. Any thoughts about learning from how software is developed in terms of planning for a large project like a DCT.

Randall: Absolutely. There are a lot of similarities between the new agile methodologies and what I was just describing in terms of planning at the beginning, in the middle, and the end basically constantly. And when I say the word plan, I know that evokes in some people a thought of a lot of work, a big thing. In reality, what I am talking about is much smaller than that.

If you’re doing it frequently, the planning needs to be a lot smaller. It's not a huge, involved process. It's very much like the agile methodology, where you’re consistently doing little pieces of work, finishing up sub-segments of the entire thing that you needed to do, as opposed to all of it describing it all, having all your requirements written out at the beginning, then waiting for it to get done sometime later.

You’re actually adapting and changing, as things occur. What's important in the agile methodology, as well as in this transformation, like the planning process I talked about for transformation, is that you still have to give management visibility into what's going on.

Having a planning process and even a tool set to help you manage that planning process will also give management the visibility that they need into the status of that transformation project. The planning process, also like the agile, the development methodology allows collaboration. As you’re going back to the plan, readdressing it, thinking about the changes that have occurred, you’re collaborating between various groups in silos to make sure that you’re still in tune and that you’re still doing things that you need to be doing to make things happen.

One other thing that often is forgotten within the agile development methodology, but it’s still very important, particularly for transformation, is the ability to track the cost of that transformation at any given point in time. Maybe that's because the budget needs to be increased or maybe it's because you're getting some executive mandate that the budget will be decreased, but at least knowing what your costs are, how much you’ve spent, is very, very important.

Gardner: When you say that, it reminds me of something 20 years or more ago in manufacturing, the whole quality revolution, thought leaders like Deming and the Japanese Kaizen concept of constantly measuring, constantly evaluating, not letting things slip. Is there some relationship here to what you’re doing in project management to what we saw during this “quality revolution” several decades ago?

Randall: Absolutely. You see some of the tenets of project management that are number one. You're tracking what’s going on. You’re measuring what’s going on at every point in time, not only with the cost and the time frames, but also with the people who are involved. Who's doing what? Are they fulfilling the task we’ve asked them to do, so on and so forth. This produces, in the end, just as Deming and others have described, a much higher quality transformation than if you were to just haphazardly try to fulfill the transformation, without having a project management tool in place, for example.

One thing that I would start with is to use multiple resources from HP and others to help customers in their transformation process to both plan out initially what that transformation is going to look like and then give you a set of tools to automate and manage that program and the changes that occur to it throughout time.

That planning is important, as we’ve talked about, because it occurs at multiple stages throughout the cycle. If you have an automated system in place, it certainly it makes it easier to track the plan and changes to that plan over time.

We have a lot of tools. One of the ones I want to highlight is the Data Center Transformation Experience workshop. And the reason I want to highlight because it really ties into what we’ve been talking about today. It’s an interactive session involving large panels, very minimal presentation and very minimal speaking by the HP facilitators.

We walk people through all the aspects of transformation and this is targeted at a strategic level. We’re looking at the CIOs, CTOs, and the executive decision makers to understand why HP did what they did as far as transformation goes.

We discuss what we’ve seen out in the industry, what the current trends are, and pull out of the conversation with these people where their companies are today. At the end of a workshop, and it's a full-day workshop, there are a lot of materials that are delivered out of it that not only documents the discussions throughout the day, but really provides a step or steps of how to proceed.

So it’s a prioritization. You have facility, for example, that might be in great shape, but your data warehouses are not. That’s an area that you should go after fast, because there's a lot of value in changing it, and it’s going to take you a long time. Or there's a quick hit in your organization and the way you manage your operation, because we cover all the aspects of program management, governance, management of change. That’s the organizational change for a lot of people. As for the technology, we can help them understand not only where they are, but what the initial strategy and plan should be.

You brought up a little bit earlier, Dana, some of the quality people like Deming, etc. We’ve got to remember that transformation is really a journey. There's a lot you can accomplish very rapidly. We always say that the faster you can achieve transformation, the faster you can realize value and the business can get back to leveraging that value, but transformation never ends. There's always more to do. So it's very analogous to the continuous improvement that comes out of some of the quality people that you mentioned earlier.

The workshops are scheduled with companies individually. So a good touch point would be with your HP account manager. He or she can work with you to schedule a workshop and understand that how it can be done. They're scheduled as needed.

We do hold hundreds of them around the world every year. It’s been a great workshop. People find it very successful, because it really helps them understand how to approach this and how to get the right momentum within their company to achieve transformation, and there's also a lot of materials on our website.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 20th October 2011 Copyright Interarbor Solutions © 2011

While integration isn’t necessarily a new problem, the unique challenges of integrating in the cloud require a new approach. Many enterprises, however, are still using point-to-point (P2P) solutions to address their cloud integration needs.

In order to tackle cloud integration successfully, we need to move beyond P2P integration and avoid repeating the same mistakes. To aid in that effort, here is a list (in no particular order) of the top 10 pitfalls of P2P integration to avoid repeating in the cloud:

1. Building vs. buying: If you have developers with integration experience in your IT department, you can have them build a custom P2P integration in house, rather than buy a packaged solution. Building your own integration, however, typically means that you will also have to manage and maintain a codebase that isn’t central to your business and is difficult to change.

2. Quickfire integrations: Let’s say you need to integrate two systems quickly and hire a developer to work on the project over a couple of days. You notice an improvement in business efficiency and see an opportunity to integrate additional systems. You hire the same developer and expect the same quickfire integrations, but the complexity of the project has increased exponentially. The takeaway? It’s always a good idea to approach integration systematically and establish a plan up front, rather than integrate your systems in an ad hoc P2P fashion.

3. Embedding integrations in your application: Although it might be tempting to embed P2P integrations in your web application, you should be cautious about this approach. It may be fine for really simple integrations, but over time, your integration logic becomes scattered in different web apps. Instead, you should think of integration as a separate tier of your application architecture and centralize this logic.

4. Creating dependencies between applications: When you integrate applications in a P2P fashion, you create a dependency between them. For example, let’s say you’ve integrated App A and App B. When App A is modified or updated, you will need to change the integration that connects it to App B. You also need to re-test the integration to make sure it works properly. If you add App C to the mix, your workload can increase exponentially.

5. Assuming everything always works: One of the consistently recurring mistakes of doing quick P2P integrations is assuming that things will not break. The reality is that integrations don’t always work as planned. As you integrate systems, you need to design for errors and establish a course of action for troubleshooting different kinds of errors. Error handling is particularly troublesome when integrating software-as-a-service (SaaS) applications, because you have limited visibility and control over the changes that SaaS vendors make to them.

6. It worked yesterday: Just because P2P integration worked for one project does not mean it will work for another. The key is to test each integration you build. Unfortunately, P2P integrations are often built and deployed quickly without sufficient planning or proper testing, increasing the chances for errors. Although it can be difficult and does require a decent amount of effort, testing integrations is absolutely critical.

7. Using independent consultants: Many companies are not staffed with developers who have enough integration expertise and hire consultants to resolve their integration issues. The problem with this approach is that you often have limited visibility into whatever the consultant delivers. If you need to make changes, you typically need to work with the same consultant, which is not always possible.

8. Creating single points of failure: As your P2P integration architecture grows in size and complexity, its chances of becoming a single point of failure in your entire network increase as well. Minimizing the potential for single points of failure should be a priority when it comes to integration, but the lack of decoupling in a P2P approach makes it hard to eliminate bottlenecks in your system.

9. Black-box solutions: Custom-built P2P solutions are usually black box in nature. In other words, they lack reporting capabilities that tell you what is happening between systems. This makes it very hard to debug problems, measure performance, or find out if things are working properly.

10. Creating a monster: Quick P2P integrations are relatively manageable when you have 2 or 3 systems to connect, but when you start adding other systems, your architecture quickly becomes a complicated mess. And because no two P2P integrations are exactly the same, managing your integrations becomes a major pain. If you invest in doing some design work up front, however, this will save you from having to throw away a tangled P2P architecture and starting from scratch to find a new solution under pressure. If you have a well thought out design and a simple architecture, you can reduce the management burdens and costs associated with integration.

This guest post comes courtesy of Ross Mason, CTO and founder of MuleSoft. Disclosure: MuleSoft is a sponsor of BriefingDirect podcasts.

Ross Mason is the CTO and Founder of MuleSoft. He founded the open source Mule project in 2003. Frustrated by integration "donkey work," he started the Mule project to bring a modern approach, one of assembly, rather than repetitive coding, to developers worldwide. Now, with the MuleSoft team, Ross is taking these founding principles of dead-simple integration to the cloud with Mule iON, an integration platform as a service (iPaaS).

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 13th October 2011 Copyright Interarbor Solutions © 2011

We hear about the post-PC era, but rarely does anyone talk about the post-LAN or even the post-WAN era. Yet the major IT trends of the day—from mobile to cloud to app stores—are changing the expectations we all have from our blended networks.

How are the campus networks of yesterday going to support the Internet-borne applications and media delivery requirements of tomorrow?

It’s increasingly clear that more users will be using more devices to access more types of web content and services. They want coordination among those devices for that content. They want it done securely with privacy, and they want their IT departments to support all of their devices for all of their work applications and data too.

From the IT mangers' perspective, they want to be able to deliver all kinds of applications using all sorts of models, from smartphones to tablets to zero clients to HD web streaming to fat-client downloads and website delivery across multiple public and private networks with control and with ease.

This is all a very tall order, and networks will need to adjust rapidly or the latency and hassle of access and performance issues will get in the way of users, their new expectations, and their behaviors—for both work and play.

The latest BriefingsDirect IT discussion is with an executive from at Akamai Technologies to delve into the rapidly evolving trends and subsequently heightened expectations that we're all developing around our networks. We are going to look at how those networks might actually rise to the task with Neil Cohen, Vice President of Product Marketing at Akamai Technologies. The interview is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: Akamai is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: Given the heightened expectations—this always-on, hyper connectivity mode—how are networks going to rise to these needs?

Cohen: Nobody wants the network to be the weak link, but changes definitely need to happen. Look at what’s going on in the enterprise and the way applications are being deployed. It’s changing to where they're moving out to the cloud. Applications that used to reside in your own infrastructure are moving out to other infrastructure, and in some cases, you don’t have the ability to place any sort of technology to optimize the WAN out in the cloud.

Mobile device usage is exploding. Things like smartphones and tablets are all becoming intertwined with the way people want to access their applications. Obviously, when you start opening up more applications through access to the internet, you have a new level of security that you have to worry about when things move outside of your firewall that used to be within it.

Gardner: How do you know where the weak link is when there is a problem?

Cohen: The first step is to understand just what many networks actually mean, because even that has a lot of different dimensions to it. The fact that things are moving out to public clouds means that users are getting access, usually over the internet. We all know that the internet is very different than your private network. Nobody is going to give you a service-level agreement (SLA) on the internet.

Something like mobile is different, where you have mobile networks that have different attributes, different levels of over subscription and different bottlenecks that need to be solved. This really starts driving the need to not only 1) bring control over the internet itself, as well as the mobile networks, but also 2) the importance for performance analytics from a real end-user perspective. It becomes important to look at all the different choke points at which latency can occur and to be able to bring it all into a holistic view, so that you can troubleshoot and understand where your problems are.

There are a lot of different things that people are looking at to try to solve application delivery outside of the corporate network. Something we’ve been doing at Akamai for a long time is deploying our own optimization protocols into the internet that give you the control, the SLA, the types of quality of service that you normally associate with your private network.

And there are lots of optimization tricks that are being done for mobile devices, where you can optimize the network. You can optimize the web content and you can actually develop different formats and different content for mobile devices than for regular desktop devices. All of those are different ways to try to deal with the performance challenges off the traditional WAN.

Gardner: Are the carriers stepping up to the plate and saying, "We’re going to take over more of this network performance issue?"

Cohen: I think they're looking at it and saying, "Look, I have a problem. My network is evolving. It's spanning in lots of different ways, whether it's on my private network or out on the internet or mobile devices," and they need to solve that problem. One way of solving it is to build hardware and do lots of different do-it-yourself approaches to try to solve that.

That’s a very unwieldy approach. It requires a lot of dollars and arguably doesn’t solve the problem very well, which is why companies look for managed services and ways to outsource those types of problems, when things move off of their WAN.

But at the same time, even though they're outsourcing it, they still want control. It's important for an IT department to actually see what traffic and what applications are being accessed by the users, so that they understand the traffic and they can react to it.

Gardner: I'm seeing a rather impressive adoption pattern around virtualized desktop activities and there’s a variety of ways of doing this. We’ve seen solutions from folks like Citrix and VMware and Microsoft and we’re seeing streaming, zero-client, thin-client, and virtual-desktop activities, like infrastructure in the data center, a pure delivery of the full desktop and the applications as a service.

Cohen: There are different unique challenges with the virtual desktop models, but it also ties into that same hyper-connected theme. In order to really unleash the potential of virtual desktops, you don’t only want to be able to access it on your corporate network, but you want to be able to get a local experience by taking that virtual desktop anywhere with you just like you do with a regular machine. You’re also seeing products being offered out in the market that allow you to extend virtual desktops onto your mobile tablets.

You have the same kind of issues again. Not only do you have different protocols to optimize for virtual desktops, but you have to deal with the same challenges of delivering it across that entire ecosystem of devices and networks. That’s an area that we’re investing heavily in as it relates to unlocking the potential of VD. People will have universal access, to be able to take their desktops wherever they want to go.

Gardner: And is there some common thread to what we would think of in the past as acceleration services for things like websites, streaming, or downloads? Are we talking about an entirely new kind of infrastructure or is this some sort of a natural progression of what folks like Akamai have been doing for quite some time?

Cohen: It's a very logical extension of the technology we’ve built for more than a decade. If you look a decade ago, we had to solve the problem of delivering streaming video, real-time over the web, which is very sensitive to things like latency, packet loss, and jitter and that’s no different for virtual desktops. In order to give that local experience for virtual users, you have to solve the challenges of real-time communication back and forth between the client and the server.

Gardner: If I were an architect in the enterprise, it seems to me that many of my long-term cost-performance improvement activities of major strategic initiatives are all hinging on solving this network problem.

Cohen: What I'm hearing is more of a business transformation example, where the business comes down and puts pressure on the network to be able to access applications anywhere, to be able to outsource, to be able to offshore, and to be able to modernize their applications. That’s really mandating a lot of the changes in the network itself.

The pressure is really coming from the business, which is, "How do I react more quickly to the changing needs of the business without having IT in a position where they say, 'I can't.' " The internet is the pervasive platform that allows you to get anywhere. What you need is the quality of service guarantees that should come with it.

If you can help transform a business and you can do it in a way that is operationally more efficient at a lower cost, you’ve got the winning combination.

... Akamai continues to offer the consumer-based services as it relates to improving websites and rich media on the web. But now we have a full suite of services that provide application acceleration over the internet. We allow you to reach users globally while consolidating your infrastructure and getting the same kind of benefits you realize with WAN optimization on your private network, but out over the internet.

And as those applications move outside of the firewall, we’ve got a suite of security services that address the new types of security threats you deal with when you’re out on the web.

Gardner: Is there an analysis, a business intelligence benefit from doing this as well?

Cohen: What’s important is not only that you improve the delivery of an application, but that you have the appropriate insight in terms of how the application is performing and how people are using the application so that you can take action and react accordingly.

Just because something has moved out into the cloud or out on the Internet, it doesn’t mean that you can’t have the same kind of real-time personalized analytics that you expect on your private network. That’s an area we’ve invested in, both in our own technology investment, but also with some partnerships that provide real-time reporting and business intelligence in terms of our critical websites and applications.

Gardner: Not only are the types of applications changing, but is there a need to design and build these applications differently, in such a way that they are cloud-ready or hybrid-ready or mobile-ready?

Cohen: If I were to go back to the developers, I’d ask, "Do you really need to build different websites or separate apps for all these different form factors, or is there a better way to build one common source, a code, and then adapt it using different techniques in the network, in the cloud that allow you to reuse that investment over and over again?"

What I expect to see is more adoption of standard web languages. It means that you need to use good semantic design principles, as it relates to the way you design your applications. But in terms of optimizing content and building for mobile devices and mobile specific sites, a lot of that is going to be using standard web languages that people are familiar with and that are just evolving and getting better.

Websites are based on HTML and with HTML5, the web is getting richer, more immersive, and starting to approach that as the same kind of experience you get on your desktop.

We go back to the developers and get them to build on a standard set of tools that allow them to deal with the different types of connected devices out in the market. If you build one code base based on HTML, for example, could you take that website that you've built and be able to render it differently in the cloud and allow it to adapt on the fly for something like an iPhone, an Android, a BlackBerry, a 7-inch tablet, or a 9-inch tablet?

Gardner: So part of the solution to the many screens problem isn’t more application interface designs, but perhaps a more common basis for the application and services, and let the network take care of those issues on a screen to screen basis. Is that closer?

Cohen: That’s exactly right. More and more of the intelligence is actually moving out to the cloud. We’ve already seen this on the video side. In the past people had to use lots of different formats and bit rates. Now what they’re doing is taking that stuff and saying, "Give me one high quality source." Then all of the adaptation capabilities that are going to be done in the network, in the cloud, just simplify that work from the customer.

I expect exactly the same thing to happen in the enterprise, where the enterprise is one common source of code and a lot of the adaptation capabilities are done, again, that intelligent function inside of the network.

These are all hot topics. The WAN is becoming everything, but you really need to change your views as it relates to not just thinking about what happens inside of your corporate network, but with the movement of cloud, all of the connected devices, all of this quickly becoming the network.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 5th October 2011 Copyright Interarbor Solutions © 2011

The popularity of mobile devices like smartphones and tablets has energized users on the one hand, but on the other hand it’s caused IT and business leaders to scramble to adjust to new models of applications delivery.

That's why enterprise app stores are quickly creating productivity and speed-to-value benefits for PC users and IT departments alike as they grapple with the new models around consumerization of IT. The author of a recent Ovum white paper on app stores says they are increasingly important for enterprises as they consider ways to better track, manage, and distribute all of their applications.

Join this podcast discussion then as we examine the steps businesses can now take to build and develop their own enterprise app stores. We'll further see what rapid and easy access to self-service apps on PCs and notebook computers through such app stores is doing for businesses.

And we’ll learn how app stores are part of the equation for improved work and process success on and off the job. Furthermore, we uncover how Embarcadero’s AppWave solution brings the mobile apps experience to millions of PC users in their workplace in the enterprise.

The panel consists of Tony Baer, Principal Analyst at Ovum; Michael Swindell, Senior Vice President of Products and Marketing at Embarcadero Technologies, and Richard Copland, Principal Innovation Consultant at Logica. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: Embarcadero is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: Richard, in your looking over the landscape for IT innovations, is there something about the app store model that you think will encourage users to adopt new technologies and new applications faster?

Copland: Undoubtedly. The whole socialization and the social trend which I see as probably the biggest driver behind this is for the way in which people use software and the way in which people comment on a software.

The organization will cluster around the toolkits for which the feedback from the users is positive. I can think of one large global financial organization here that has 5,000 apps within their world. They would look to simplify their landscape by over 60 percent, because they recognize that they've got so many kinds of individual pockets of activity going on in the organization.

And you need to support those individual pockets of activity that, in terms of your users in the tail effect, they’ll be the mainstream enterprise apps, such as Windows-based or Office-based, which the majority will use. But if you could tap into an environment, in which you are giving the people what they want, then the return on investment (ROI) from that is going to be a lot faster.

My role as a Principal Innovation Consultant is effectively twofold. It's to find new things and introduce new things to our clients. Something innovative to me is something that's new to you and provides a benefit. This can be cash, people, or green ideas. I spend my day looking at cool new stuff, which means ways of working, technologies, partners, and even wacky research coming out of the various universities here in Europe.

At Logica, we're a business and technology service company. We provide business consulting, system integration, and outsourcing to our clients around the world including many of Europe’s largest businesses.

For me, these app stores are also the whole Generation Next piece which is about a whole new generation that is educated and tech-savvy. They're multitasking all the time. They work as consumers. They're purchasing products and customize them to their needs in terms of their lifestyles. So they’re regularly sharing insight and comment on things which are good for them.

That’s playing out in terms of lifestyle and that's being brought into the business scenario, whereby the formal and informal hierarchies of organizations are blurring.

Gardner: Tony, this sounds like it’s something quite new.

Baer: From the end-user standpoint, there certainly is quite a new win to this. But we also have to look at the fact that this is going to change the way IT serves the organization. At least this aspect of it is really going to become more of a service provider. And there are a lot of implications for that.

For one thing, IT has to be more responsive but they also have to work on more of a shorter fuse, almost like a just-in-time type of model.

... I was a little bit surprised because there is certainly a concept leap from a $1.99 little applet that you pull down from the iPhone app store or from the Android marketplace to a full-blown enterprise desktop application.

That being said, it’s not surprising, given that there’s been a huge demand from the bottom-up, from the people in the workplace. So it’s a phenomenon that’s probably better known as the consumerization of IT — "I have these sophisticated mobile devices and tablets. Why can’t I get that easy to use experience on my regular machine for my day job?"

Therefore, the demand for the comfort and convenience of that was inevitably bound to spread into the enterprise environment. You've seen that manifested in a number of ways. For example, companies have basically embraced more social collaboration. And you’re also starting to see some use of many of these new form factors.

So again, what Embarcadero has been starting to introduce is symbolic in a way that’s really not surprising.

But there's no free lunch in all this, it still requires management. For example, we still need to worry about dealing with security governance, managing consumption, and also making sure that you lock down, or secure, the licensing issues. As I said, there’s no free lunch, but compare that to the overhead of the traditional application distribution and deployment process.

So again, from the end user standpoint, it should be a win-win, but from the IT standpoint, it's going to mean a number of changes. Also, this is breaking new ground with a number of the vendors. What they need to do is check on things such as licensing issues, because what you're really talking about is a more flexible deployment policy.

Gardner: Michael Swindell, tell me a little bit about AppWave and what it takes for an IT organization to make the transition from that long process that Tony outlined to a more streamlined app-store approach.

Swindell: The best way to describe AppWave is that it’s just a pretty simple three-step process. The first step is taking traditional software, which is traditionally complex for end users and for organizations to manage. This includes things like installations, un-installations, considerations about applications, of how they affect the users’ environment.

Then, converting those traditional software applications into the concept of apps where they are self-contained, don’t require installation, can be streamed and run to a user anywhere they are, and really delivering the mobile-like experience of mobile software to the more complex traditional desktop PC software.

AppWave has tooling that allows users to take their applications and convert them into apps. And that’s any type of application—commercial application or internally developed.

That's the first step. The second is to centralize those apps in an app store, where users can get to them, and where organizations can have visibility into their usage, manage access to them, etc. So the second step is simply centralizing those apps.

The third is the user experience. One of the key drivers behind the success of apps in the mobile space has been the visibility that users have into application availability. It’s very easy for users to search and find an app as they need it.

Think about how a user uses a mobile phone to come up with an app. Maybe they’re walking down the street, they see a business, and they have an idea, or they want directions to something. They can simply search in an app store on their mobile device and immediately get an app to solve that problem.

If you look in the business space and inside the workplace, when a user has a problem, they don’t really have a mechanism to sit down and search to solve a problem and then get an application to solve it immediately.

As we talked about earlier, and Tony really well described that the process, once they identify an application to solve a problem, that can take weeks or months to roll out. so you don’t have that instant feedback.

The user experience has to be instantaneous. An area that we focused on very heavily with AppWave is to provide the users an ability to search, find apps based on the problems that they’re trying to solve, and instantly run those apps, rather than having to go through a long process.

Gardner: Can we perhaps make the association that app stores can fundamentally change the way workers behave in an innovation sense?

Copland: Absolutely. You’re on the money. We talked a little bit about looking at the mobile aspects of it and moving to this on-demand usage and the challenges for the organization to do that.

Certainly, the components within the AppWave solution give you the opportunity to move to more of what I would describe as smart working or remote working, by which the user doesn't necessarily have to come into the office to access the tools, which are traditionally being provided to them at their desk in their environment.

If you start remote working or are given a broader range of remote access, then you can be operating a much stronger work-life balance. So if you're in a situation where you’ve got a young family and you need to take the kids to school, you can come on and go off the company network and use the tools which are provided to you in a much more user-friendly flexible environment. That would be certainly from the user's perspective.

From the business’s perspective, I start moving to a scenario where I don't necessarily need to maintain a real estate where if I’ve got 5,000 users, I need to have 5,000 desks. That certainly becomes quite empowering across the rest of the organization, and other stakeholders—the facility’s officers, business managers—start taking real notice of those types of savings and the nature of how work is achieved.

Gardner: How far can the app store model be taken in terms of legacy, the installed base of apps?

Swindell: Our vision is any type of application in the organization will eventually be supported by AppWave. The initial support is for PC apps in organizations, which is the vast majority of productivity applications that end users need. It also is where the largest problem set is, both from an end-user perspective and from an organization's perspective.

So we're tackling the hardest problem first and then our plan is to roll in other type of apps, web apps, and applications that you might be using in an organization, using other types of delivery technologies.

But the idea is to take any type of these applications and present them as an app inside the AppWave ecosystem. So a user can have a centralized way to search for any type of app whether it’s a corporate HR, a web application, a hosted software as a service (SaaS) application, or a PC application. Certainly, mobile would be an obvious direction as well.

There are really two sides to the benefit of using the app store methodology. There's an organizational side of understanding application usage, as you said maybe sunsetting applications, understanding how applications are used within their organization, so that they can make good decisions.

Then we have the user side, where users have a lot more information that they can provide that’s very useful for both the organization and other users.

The app store metaphor works very well in sharing that type of information. It gives the organization usage information and statistics, and the demand information that's valuable for the organization to plan and understand their application usage. It also provides information to other users on the applicability of applications for certain scenarios, whether applications are good or bad for a particular scenario.

This has worked well in the mobile space with public app stores, and we see that there's a lot of applicability inside the firewall, inside organizations, to be able to use this information and create more value out of their applications and to help users get more value and understanding about their applications.

One of the things that AppWave and the app store concept can do is to help create a centralized app view of the different types of applications and even the different types of services in your organization, and to be able to understand what’s available.

There are also opportunities for the same types of socialization and sharing of information and knowledge about services using the app store concept, as there is with apps.

The important thing is to take these different types of applications and present them in a common way in the same place, so that it really doesn’t matter whether the app is a web app or it’s a PC app. Users can find them, run them, and share information about them at the same place.

Gardner: Tony, back to your Ovum white paper, what do you see as the efficiency aspects to this?

Baer: Compare this model to the traditional application deployment model ... Number one, it's a much more of a long-fused process. There is elaborate planning of the rollout. You're trying to figure out all the different client targets that you're trying to address. Even if you do have locked-down machines, you're still going to have issues. Then, package the release. Then, regression test it to death. Then distribution, and you actually get the thing installed. Hopefully, it's up during some off hour, let's say, at 3 a.m. Then, you prepare for all the support calls.

That's a pretty involved process. That consumes a lot of time both for the end user, who is waiting for the functionality that he or she may want—or not. And it's also, of course, a considerable overhead in the IT organization.

If you take that all away into a more modular model, more like a radio broadcast model, essentially it becomes a lot more efficient. You lose all this lead time, and as Michael was talking about, you then get all the visibility for all these apps being consumed. End users have more sway. As long as they are authorized to use these apps, they have this choice.

So it's not that all of a sudden they have a whole number of apps that are loaded on their machine, whether they like it or not. We haven't done anything to quantify this, because trying to quantify productivity is like asking “what's the cost of downtime?” And in a lot of sectors that can be a very subjective number. But intuitively, this model, if it scales out, should basically provide a much lower cost of ownership and much greater satisfaction.

Gardner: Richard Copland, as someone who is out there hunting down innovations that they can bring to their user organization and their clients, was there anything about AppWave or app stores in general for enterprise use that was interesting and attractive to you that we perhaps haven’t hit on yet?

Copland: In AppWave and the Embarcadero team, we have a global innovation venture partner program. They were our recent winner. They went up against competition from around the world. We believe that the app store concept has got so much within it in terms of the user experience, the socialization aspects, and the collaboration aspects of it.

The area which we haven't touched on so much is that it's a bridging point between your legacy systems and your more visionary cloud-type solutions where you really are SaaS, on-demand and pay-per-click.

The thing that will kill innovation is just operating slowly. One of the biggest blockers that organizations face with regard to innovation is the nature of how that sets out and the speed at which they react to what are their internal ideas.

Swindell: You can look at this as being in a way a cultural preparation for transition to the cloud, if indeed the cloud is suitable for specific parts of your application portfolio.

... Having an on-premise private app store that runs within your organization that is on site really addresses a lot of those concerns and uses the cloud simply to deliver new applications and apps from ISVs and from other vendors.

Once they are inside your organization, they're operating within your security and governance environment. So you don't really have to worry about those concerns, but it still delivers a lot of the benefits of the user experience of cloud and the on-demand nature.

Gardner: I know this is going a little bit out further into the future and perhaps into the hypothetical. It sounds as if you can effectively use this app store model and technology and approach like AppWave to be a gateway for your internal PC apps, but that same gateway might then be applicable for all these other services.

Swindell: The foundation is there, and I think it will be demand driven by users. Every time we talk to a customer with AppWave, the list of possibilities and where customers want to use and take the environment is exciting, and the list continues to grow on how they can use it in the long-term.

So we're building facilities today to connect the private AppWaves into our cloud infrastructure, so that we can deliver certainly apps but there could be other types of services that connect into that as well.

Gardner: Okay, and just to be clear. AppWave is available now. I believe we have a 30-day free trial, is that correct?

Swindell: Yes, there is a free trial, and we also offer free version of AppWave that organizations can download and use today with free apps. There's an entire catalog of free apps that are included and are streamed down from our cloud.

So you can get set up and started with AppWave, using free apps in your organization. What can be added then is your own internal custom apps or commercial licenses that organizations have. So if you've hundreds of commercial licenses, you can add those in or add your own internally developed apps. You can go to www.embarcadero.com/appwave and try it for free.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 28th September 2011 Copyright Interarbor Solutions © 2011

In many ways, the mobile device explosion and the cloud computing ramp-up reinforce and support each other.

Cloud services make mobile devices -- like smartphone and tablets -- more productive, while making users better connected to enterprise resources and work processes. On the other hand, mobile devices -- with their ubiquitous, non-stop wireless access -- make cloud-delivered applications, data, and services more relevant and more instantly available anywhere.

The next BriefingsDirect podcast discussion then focuses on the rapid and massive shifts confronting enterprises as they adopt more mobile devices and broaden their uses of cloud services ... in some kind of managed fashion, one would hope.

There are good reasons for doing these in tandem, with strategic coordination. By leverging cloud and mobile, applications can be supported by a common, strategic, architectural, and converged-infrastructure approach.

Furthermore, by making cloud-delivered applications and data context-aware, delivering enterprise applications to any device securely can be done at a reduced cost (a lot when compared to conventional applications infrastructure models). It therefore over time makes little sense to have unique stacks beneath each application for each application or device type.

So how do enterprises adjust to these mobile-cloud, dynamic-duo requirements in the strategic and a proactive way? How can they leverage and extend their current applications or identify which ones to fold and retire?

It’s clear that radical, not incremental, adjustment is in order to make sure that the cloud-mobile era is a gained opportunity and not a fatal or devastating misfire for IT operators -- and business strategists alike.

Our next guest, Paul Evans, Global Lead for Application Transformation with HP Enterprise Business, helps explore the promises and perils of adjusting to the cloud-mobile shift. The interview is conducted by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Evans: We have to go through a radical transformation now in terms of our applications. I don't use these words lightly. There are these new technologies, part of the megatrends that are affecting organizations.

In the technological world, we have the world of cloud, and we have the world of mobile. We cannot ignore them. People can’t abdicate and say, "I'm not going to go do it." It's not going to be that way.

At the same time, the CIOs and senior stakeholders are looking outward and asking what are these new technologies, what could they do for me, how could they improve customer service, and what will my competition do?

They also look also over their shoulder and say, "I spend 70 percent of my IT budget keeping the applications I have today working. I probably don’t have enough budget or resource to do both. So the question is, which one of these should I spend more of my time on?"

The answer is that you really can’t afford not to spend time on either. So it's a balancing act between how I encompass the new and exploit it, and at the same time, what do I need to do with my existing applications.

Andy Grove, the former head of Intel said that this is a major inflection point.

This year people are predicting that if you count the amount of smart phones and tablets that will be shipped, i.e. bought, that it will be greater than the number of desktop, laptop, and network PCs. So we're tending now toward an inflection point in the marketplace that says more people will interact using mobile devices than they will static devices.

That trend isn’t just a blip for 2011. That continues as we accelerate, as people just get more comfortable with using that technology, as functionality improves, and security and manageability come under control.

We're at that point now. That’s why we use this term radical transformation, because for the people that really want to exploit this, they're making their plans, they're drawing up their action lists of what they have to do, both at the front end with the mobile and cloud environment, but also with their legacy environment.

Although we see the world of cloud and mobile as very new-age, very sexy, and all the rest of it, at the end of the day, people have to sit down and deal with what the environments they have right now. They may not be so exciting. They may not be so new-age, but at the end of the day, they make products, count money, and run the organization as it is today. They are the legacy applications.

I often sit down with a customer who says, "We have to take stock. We have to make a plan. We're not going to do this one day at a time or a week at a time. We have to appreciate how we are going to exploit cloud.

What applications that we have in the back-end server environments are we going to bring forward to the cloud to service a mobile environment? What we are going to do about the use of mobile within our organization and what we are going to do about serving our customers better through mobile devices and the technologies that go with them?"

This is going to be pervasive. This is the way we're going to do things for the foreseeable future. Therefore, if we don’t get it right now, we stand a risk of making decisions about platform types or architectures, or whatever it may be, that within six months, we’re going to say that it wasn’t such a good idea.

Never been here before

I meet so many customers now that are saying, "We’ve never been here before. We’ve never been with this volume of devices. We’ve never been through the fact that over half of our workforce now brings their own device with them into the office."

They're sending out policy documents that say, "you shall not do this," and it's totally ignored. The changing workforce has a totally different level of expectation as it were, of what's possible, just in terms of the amount of transactions that are performed over the net or 20,000 applications downloads in a minute.

These are transactional rates in volumes that we've never seen before. Despite a lot of our previous experience, you just can’t leave it and say, "It worked five years ago. It’s going to work for the next five years." That's what our customers are dealing with today.

There are two critical questions have to get answered. One is the organizations that are going to move applications to a cloud environment are not going to move all of them. One of the questions we get all the time is, What percentage of my applications or products should I be moving to the cloud? And of course the answer is ... It’s not a percentage thing. It’s the type of application.

It’s still formative times, but in HP’s view, clearly applications that probably are not embodying intellectual property would be a type of application that's well served moving into the cloud. And, any form of application including servicing, providing a service across a wide population of users as well, especially those who are obviously in a mobile environment; applications that are productivity-centric.

You really want to drive the cost down as low as possible for any of these productivity applications. There's no sense in running on aging infrastructure where the costs are high. You really want to be getting the cost down, because if it’s a productivity application, it doesn’t differentiate you. And if it doesn’t differentiate you, then why would you spend anything more than the minimal cost?

So put those productivity applications onto the lowest cost environment where you couldn't provision an infrastructure that has this elasticity that the cloud environment provides.

No clear line of sight

So we're moving applications from back-end environment to the cloud. Then we have an opportunity to rationalize the portfolio. Rationalizing the portfolio had two big impacts. One, it takes cost out, which means that you can consider that as saved money or money that can reinvested in the mobile world.

But also you're taking out complexity. Every organization, I think, would agree at the moment that their environments are too complicated, and by virtue of being to complicated, it makes it difficult to change them, and people are looking for agility and flexibility.

So first things first. When we're talking to organizations, what we're trying to understand is what are the candidates that can move to the cloud, and that’s a big hot topic. A lot of our users and customers say, "We sort of get our head around cloud. That’s okay. We can see it’s a different paradigm. It has a different cost model. It helps me with provisioning. Life’s good."

So they can get their head around that, and as you can tell by just reading the press and listening to what goes on in the world, you would say people are on the move with cloud.

On the other hand, when they are looking from the outside in with mobile, there is less of a precedent there. The sharp customers that we are working with are saying, "We don’t want to fall into traps. We're going to build an environment that suits one type of mobile environment and we are going to be able to test it and manage it." They know that they don’t have that order of control. The days when it was, "You shall use this device, and that device we know how to work," have gone.

If you think back to mainframe days, people had to use a 3270 device. That was it. It was defined by IBM. That’s the way you're going to do it. And if you didn’t have one, then you didn’t get to participate. The world is now totally the other way around.

The technical challenge is to support this environment agnostically and say, "We don’t care what you're using." What we can do is understand how to manage and provide the right level of security to that device, whatever that device may be. Maybe you come inside the network and that’s going to be a high performance network these days, because of the whole issue of impatience.

As I said, the volume and the variety of platforms are unprecedented. Even though we had the PC world, the PC as the client was a single entity. It had some interesting characteristics initially, but there was one brand. What we're dealing with now is many different ways. Therefore, we have to understand this from an agnostic standpoint, so that the consumer can continue to use the device of their choice and can get the services they require from this new cloud and server environment.

Virtuous architecture adoption

As organizations begin to realize that the world is going to change, their view is going to be "We need architecture."

By virtue of developing an architecture, people are beginning to realize, as they begin to take stock of where they have been spending their money, that they have in the past and may have an opportunity to drive more efficiency and effectiveness into that organization, whilst at the same time delivering innovation.

So I think this inflection point can have some really good signs about it. ... It’s forcing decisions on people now, because the people that appreciate that this radical transformation is something that they can’t stop and they should exploit, rather than trying to ignore. People are actually seeing that there are significant efficiencies to be gained from deploying these new technologies.

Radical travel changes

What’s interesting is that there are always industry "skews" of technology. We have a tool in HP called the Business Value Framework. What that tries to do is interpret where the business wants to go.

Ignore the technologies for a moment. You could argue the airline industry is relatively commoditized -- then what people are going to look for is how we're going to have that small differentiation that makes us better than the rest of the world.

When you look at this business value framework and you look at things like services and transportation, what comes through very loudly is customer service and customer satisfaction is key. If you can serve people better, if you can give them better information, then there is highly likely that they are going to come back as a repeat customer.

You don't want to spend a truckload of money dragging people to your airline and then displeasing them, so they go to somewhere else, because that's makes the whole initial effort worthless.

What people are looking for is obviously loyal and devoted customers who come back and back and back, and that all comes down to deliver customer satisfaction. One of the customers we've been working with, Delta Air Lines, has really put that at the forefront. They can provide very rich, very high quality information, so that people know what's going on.

Range of devices

Working with Delta, they've been providing to a range of mobile devices, like smart phones, tablets, etc., but also to traditional desktop environment, rich information, not only when you're waiting for the plane, but also when you're on the plane by virtue of seat-back videos screens so that people get a continuous feed.

If you're flying from A to B to C, you're going to change planes in the middle. If you're going to miss your connection, you usually sit on the plane, knowing you're going to miss your connection, and then what are you going to do? That means you get off the plane, queue with 500 other people, and then you eventually get another plane -- eventually -- all the time trying to figure out how you can tell your family why you are late and rest of it.

Delta is trying to provide an environment that says while you're on one of your airplane, it's already working out the next connection and it will give you that information on the plane. It will give the e-boarding card. It will send you the vouchers that would allow you to get some refreshment, all to your mobile device, so that all of that stress and angst that you’ve had traditionally gets taken out. In a commodity industry that's the sort of thing you have to do to be different from the rest.

We see that in a number of industries. We see people today delivering and developing mobile applications, particularly in the commodity world, to deliver up a much higher level of customer service and satisfaction.

What we are definitely doing in some respects is using the experience we built up in dealing with people's legacy environments and understanding what they value. What they value are things like structured workshops, to have an open debate between technology and business that says who is leading, who is following, where are we going, and what do we need?

A lot of the things we do in terms of those initial services set the scene, so that we just don't leap in and decide, "Well, we're going to support X device. We're going to provide this app on it." And then, six months later, we're struggling with how we're going to deploy that app over multiple platforms and how we're going to use new technologies like HTML5 etc. to give us that agnostic approach?

It’s this convergence between the mobile world and the traditional world, because we believe that’s the big thing. We can talk about the sexy front end, the smart phones, the pad environment -- and it's great to talk about those -- but at the end of the day, those devices only really get to do what they are paid to do, when they connect to rich and meaningful information at the back end. So for this convergence we sit with users, sit with the CIO, and understand what is it that they're going to be converging in terms of information from the back end and the utilization of the mobile device on the front end.

Put into context

Then, how do we connect those together? How do we sit down and say, "What sort of speed of transaction, what volume of information are we talking about here," and obviously understanding that. That information has to be put into context now for the device of the front-end. If you're delivering this to a smart phone, it has to be represented in a totally different way than if you were going to deliver it to a desktop PC or, in the middle, a pad.

So the point being is we've got to be aware of those. We’ve got to be aware of the user’s context and understand what we can and cannot deliver to them. But I think behind the scenes, and of course, this is where the consumer says, "I don’t really care," but the whole management and security that you put in place, and HP has spent a lot of time, and a lot of effort, and a lot of money in acquisitions and development of technologies that allow people to manage and also provide a secure environment, to those devices that are at the front-end.

There are serious challenges. I wouldn’t for a second say this is a piece of cake. Just ring us up, and 30 days later you get a solution. It is not like that. This is a big deal. There are serious challenges and therefore they need serious people to fix them. We're into understanding how you get this end-to-end view, because if you only look at a piece of the puzzle, you aren’t going to build what is absolutely necessary.

If you type in hp.com/go/applicationtransformation, there are a plethora of different links there for people to read up on things, watch videos, whatever. We're also developing a digital repository for predominantly video material. We find that our customers are very clear in telling us that they like watching short, sharp pieces of materials that are being videoed, so they can get the message quickly and get offline.

Maybe the days of reading a 20 page white paper are gone, which I am not sure is true, but definitely our clients told us very clearly that they like watching videos. So we're developing a whole series of video-based material, whether it's on application rationalization, application modernization, mobility in the enterprise world, or infrastructure.

The intention here is not to hear from HP, because we will do what we're paid to do, which is trying to convince you we have some very smart people in technologies and products, but also hear from industry experts, hear from our customers about what they're doing, how they're doing it, and the sort of benefits.

So if you stay in touch through hp.com/go/applicationtransformation, we'll always point you to materials that in some instances are not being delivered by HP, but just hear from our customers and hear from industry analysts about really what is now possible.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy. Sponsor: HP.

You may also be interested in:

• Making the Leap from Virtualization to Cloud Computing: A Roadmap and Guide
• HP's Liz Roche on why enterprise technology strategy must move beyond the 'professional' and 'consumer' split
• HP Expands Security Portfolio to Battle Threats from Mobile, Cloud and Social Media
• Tag-Team of HP Workshops Provides Essential Path to IT Maturity Assessment and a Data Center Transformation
• HP Premier Services Closes Gap Between Single Point of Accountability and Software Sprawl
• HP Discover Interview: Security Evangelist Rafal Los on Balancing Risk and Reward Amid Consumerization of IT

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 21st September 2011 Copyright Interarbor Solutions © 2011

The latest BriefingsDirect podcast discussion focuses on the impact that mobile devices and applications are having on enterprises. We specifically examine what steps businesses can take to better manage mobile applications and develop their own versions of enterprise app stores.

The skyrocketing popularity of mobile devices like smartphones and tablets has, on one hand, energized users, but on the other hand, it has caused IT and business leaders and CIOs to scramble to support these new clients productively and safely.

In order to explore how enterprise app stores are part of the equation for better mobile management and overall mobility-enabled work success, we examine the trends driving enterprise mobility with a principal analyst from Forrester Research. Then we'll hear from Partnerpedia on how enterprise app stores can be added to the usual mix of IT applications delivery and management strategies. [Disclosure: Partnerpedia is a sponsor of BriefingsDirect podcasts.]

The app store trends panel consists of John McCarthy, Vice President and Principal Analyst at Forrester Research, and Sam Liu, Vice President of Marketing at Partnerpedia. The disucssion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions.

Here are some excerpts:

Gardner: How profound is the shift that we're in? Is this iterative, or are we in a real sea change?

McCarthy: It’s definitely the latter. We're really at this rare moment in time for the technology sector, whether you're talking about vendors, end-users, or CIOs who are trying to manage all this. It’s not just mobile. It’s not just cloud. Software as a service (SaaS), smart computing, machine to machine, analytics, social -- all these things are spinning up together to create an accelerating array of change in the marketplace.

Gardner: You mentioned cloud and SaaS. It seems to me that the mobility issue is almost accelerated in a virtuous cycle. That is to say, the more mobility, the more reliance on cloud, the richer and safer it is. The more confidence people have in cloud, the more they can do with their mobility.

McCarthy: These things are feeding off of each other. As soon as I start talking about deploying mobile, and increasingly, it’s not just deploying mobile to my employees, but deploying mobile to my partners and customers, whether it’s B2B or B2C, I am talking about a much broader network problem.

So the network architectures of the cloud solutions are becoming almost synonymous with mobile solutions. So the two innovation cycles are intersecting and feeding off of each other.

Gardner: What is it now that organizations need to do to get their very necessary mission-critical information out to these mobile devices? How does it compare to the past?

McCarthy: The analogy that I draw, when I have discussions with clients now, is that it’s like being the captain of the Titanic, if you're the CIO. Everybody is focusing on those things that they see above the waterline -- how am I going to design these applications and how am I going to deliver them? There's this whole debate of whether I need to go native, hybrid, or browser-based.

But below the waterline is a huge broader part of the iceberg -- how am I going to manage these applications, how do I need to rethink my security architecture, is SOA really going to be enough for the level of integration that I need? The skill sets that I need as an IT shop are very different in this world?

We are working from a current research point of view that mobile and all these other things that are being bundled up with it that we just talked about are going to drive probably an order of magnitude bigger shift in IT and the CIO’s organization than the PC did 20 years ago.

It’s the PC shift on steroids that we are going to be looking at over the next three to five years as mobile completely enables companies to rethink their business processes, and that drives rethinking of their technology architectures, management, and skill sets underneath that.

The app store

Gardner: Sam Liu, why does the app store model have applicability to the enterprise?

Liu: [The app store model] is setting the bar in terms of the user experience in the enterprise, the fact that people who are both consumers and employees of companies are essentially buying the devices, bringing them into the workplace, and forcing the issue onto IT.

You have the mobile professionals and power users of the company taking what they've experienced in the consumer role and requesting a similar experience in the enterprise. The challenge for IT is that this opens up a whole new can of worms for them in terms of policies, procedures, security, and control.

If you look back maybe 15, even 10 years ago, a mobile device was somewhat of a luxury, used by a few people in the company for primarily email. Most of the time, it was a BlackBerry device. We've gone from a singular device and a singular application environment to this perfect storm of a combination of a multitude of devices, platforms, and apps, popularized by the consumer world. That's a big challenge for IT.

Gardner: John, how confident are you that the app store is going to be an integral part of what the enterprise does vis-à-vis mobility?

McCarthy: Clearly the notion of an app store is an interface to this technology. The rate of change and the complexity of this environment basically says that I need more of a self-service module. I can’t go out there and hand-provision these applications like I did in the PC world.

Because people have become so accustomed to this app store model, as Sam just pointed out, from a consumer adoption point of view, that user interface paradigm is going to continue over. I think what’s going to happen is that, behind the scenes, the enterprise app store functionality, from a management point of view, will be much richer over time, and that's where the divergence is going to be.

But as an interface and a way to get people the information and applications, there's one school of thought that says these app stores will replace the old intranet as the paradigm for not only getting apps, but actually subscribing to information.

Using technologies like Flipboard where you subscribe to the travel policy and you ultimately get the most updated version of that. That it’s going to evolve pretty dramatically from where we are today. It’s going to be the user interface paradigm to all this management capability that IT will use, but also these additional capabilities that the end-user -- whether that's customer, employee, or partner -- will access.

Mobile internet paradigm

Liu: I agree with John on the point about the app store becoming the sort of mobile intranet paradigm. Today, I'm not seeing any corporate intranet that work even halfway decent on a mobile device. So if you extend the concept of an app to content, information, anything that is relevant in a corporation, the app store paradigm is a very nice interface and a very effective delivery model for a mobile intranet, for that matter.

McCarthy: The other thing Sam is that, if you think about these apps, they're called apps, because they are not full-fledged applications. They're much simpler and task-oriented, so there's going to be more of them to manage.

The app intensity of the organization is going to grow geometrically, as we start to unbundle these big complex systems like SAP and Office and provide them in more digestible and more segmented experiences. It’s no longer a one-size-fits-all world. The homogeneity of these applications and the PC as the end-user device is blowing apart as we speak.

Gardner: What is it that people need to do? Should they build, buy, partner? How are you seeing it manifest in the market?

Liu: You're going to see a range of approaches. We've been talking to about a dozen or so enterprise IT organizations. The majority of them are in the early stages of trying to figure this out. They see the momentum coming. They're not going to be able to stop it, and so they're trying to figure out the right approach to dealing with all this multitude of devices and applications.

In most cases, they seem to be prompted by the influx of tablets and smartphones, but many of them are thinking beyond that. They're actually planning ahead. They're thinking about devices in general. It could be a mobile device or it could be even a desktop or a stationary endpoint. So they're looking beyond the immediate issues.

Our advice to them is, look, figure out your near term and long-term objectives, and then scope a pilot accordingly. Start with a clear definition of what you're trying to accomplish from a business standpoint, the objectives and the metrics, and then go about it that way. Identify the most pressing needs in terms of the users, apps, and devices and define your first project around that, so you can get a handle around what’s feasible and what’s not.

One of the challenges is that clearly the technology has changed a lot, but also just the lifecycle of hardware and software. It used to be anywhere between three to five years that IT could depend on. Now, you're looking at one year for changes of the devices, platforms, and new apps. That rate of change is also a big challenge for them.

Working in parallel

McCarthy: There are two things happening in parallel.

People are moving out of the renegade pilot phase, and as Sam laid out, trying to take an architected approach. How do we holistically look at what our strategy is around mobile? Not just developing the apps, but how are we going to manage the apps? How are we going to manage the fact that different constituents, both internal and external, need different amounts of functionality and different amounts of security is driving it?

The other thing that we're seeing happening is, companies are now saying, "Oh my God, how am I going to manage the lifecycle of these apps? It’s relatively cheap and easy to build them, but how do I keep up with the endless releases that are going on and the operating system wars on these devices?" Apple and Google are doing four operating system releases a year that you need to manage to make sure your apps still runs.

Then there is the whole point, particularly in the customer-facing space, of how do I update my app so that it stays competitive, and we can really use that system of engagement with our customers to build that ongoing communication, which every company wants to get with their customers?

What we are seeing is that people are starting to look at how to manage the lifecycle of these apps and then, in parallel to that, I need to figure out what are my policies going to be and then how do I enforce or instantiate those policies That's where people are turning to these enterprise app stores from the vendors.

It's less of a selling and more of a management prerogative and design point. Then, of course, there is the complexity of the device environment.

Liu: The enterprise app store, is all about the app, how to procure and vet the app, so to ensure security and integrity, as well as distribute it to users, and controlling which users can have access to which apps. Also, it's enforcing policies, such as mandatory installs and updates of versions. Those are overall key elements of enterprise app store.

That said, it's not the end-all be-all. Enterprise app lifecycle management is much more than that. It's another issues, from tools to the actual hardware device controls, but certainly when it comes to apps and managing apps on mobile devices, mobile users, the enterprise app store is a big component of that.

Other features

Some enterprise app stores don’t go beyond a basic app distribution and tracking, but in others you'll find features such as license management. Not all apps will be developed in-house. Some will actually even be purchased from third parties.

In a mobile world, you can expect to see more and more of that, only because, if nothing else, most IT organizations don’t have the system and the resources in-house for mobile devices and apps, so those tend to look outside to third parties for their solutions.

So in that situation, license management is an important part of enterprise app stores, so that IT can actually control just who has what license. If their job changes, we can bring it back and reallocate it to another user. Otherwise, you lose that cost that you paid for the app. Things like that should be built into enterprise app store.

You can also do bulk licensing. Most recently, you saw Apple’s program around bulk purchasing for businesses. Similarly, enterprise app stores will have some mechanism, when it's applicable, where companies can make bulk purchases and manage a pool of licenses across entire employee or contractor base.

Gardner: John, do you see an economic benefit to this as well as a convenience and productivity benefit?

McCarthy: Initially it's going to be, "I need to manage these things." It's going to be knowing what's out there and making it easy for people to get at these things.

Sam made the point that this is much more of an ecosystem play. This notion where I am going to be developing everything myself isn’t going to work. There's going to be a lot of these third-party apps that the company, either on their own or through their services provider vets and says, "Here are all these other productivity apps that you can take advantage of. We have made sure that they work with our core business apps that we've developed."

But that focusing of what are limited IT resources is part of what's driving the app store phenomenon. IT doesn’t have time to build this themselves. They have to go out to a third-party universe, because the value isn’t going to come from managing these things. The value is going to come from these new customer or employee apps that allow us to rethink our business processes. We need to manage that complexity or we're going to have huge liabilities and huge risk and compliance issues.

Gardner: Sam, it sounds as if the enterprise app store could also have a benefiting role when it comes to a hybrid model. Apps might originate with third parties, clouds, or SaaS providers. So is that the vision over time with these app stores?

Liu: It shouldn’t matter, especially to the employee or the user, where the apps come from or who built it. It's all about the experience.

Also, in some ways it shouldn’t matter what device they're coming in from, whether it's a smartphone, an iPad, laptop, or desktop. There should be a similar rich user experience that’s appropriate for that particular form factor. So you abstract these hows and whats from a user standpoint. It becomes a more user-friendly and more productive environment for the user.

Reinventing the process

McCarthy: I think we are going to see more and more of these apps driving the reinvention of business processes. The reliance on these apps is only going to explode over the next three to five years. So we need a way, as we have talked about, where it's easy to find those apps, but also it's easy to manage those apps.

It's serving both sides, serving the needs of the businessperson or the customer, but also serving the requirements of the organization to allow us to harness this, but minimize the cost of managing these devices, making sure that they are secure, that we are not doing stuff with consumer data that’s going to get us into trouble. This is part of the whole rethinking of management and security in a world where it's much more mobile and much more outside the firewall.

Gardner: Any thoughts about the future for how businesses use app stores, not just internally, but as a business channel?

Liu: Actually we've run into a few enterprises already thinking in that mode. Initially when we talk to IT, they're thinking about the internal issues, especially about controlling management policies, but they're also being asked to build systems that are customer-facing, and in some cases systems that deliver and sell products to customers. So, where it applies, such as software and apps, they're looking at how to use the same paradigm for delivery of app services and apps to end customers.

So it's potentially a new channel and a new revenue model for companies, not just simply a cost issue of trying to manage and control.

McCarthy: And there are all of those businesses that are going to emerge where people talk about data exhausts. We know what people are doing. The app store becomes a way for people to tap into that and you can start to monetize that.

Gardner: And it strikes me that there shouldn’t be any reason that the same infrastructure that supports an internal app store wouldn’t also support an external one.

Liu: No, it's very similar. Furthermore, we have an app store white paper that’s freely available as a download on our website, www.partnerpedia.com.

Gardner: And John, any research reports or notes that are available on this subject from Forrester?

McCarthy: There are a number of reports that we've done outlining kind of the future of mobile management. People can come to forrester.com and search the site and they'll find the stuff that myself and a number of colleagues have written relative to this topic.

[For free white papers on enterprise app stores and better mobile management, go to www.forrester.com or www.partnerpedia.com.]

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy. Sponsor: Partnerpedia.

You may also be interested in:

• Enterprise App Store Trends Point to Need for Better Applications Marketplace for ISVs, Service Providers, Mobile Business Ecosystems
• Enterprises Seek New Ways to Package and Deliver Applications and Data to Mobile Devices
• Rise of WebKit Advances Mobile Web's Role, Opens Huge Opportunity for Enterprise Developers on Devices
• Verizon Rolls Out Enterprise App Store
• Enterprise 'App Store' Unveiled . . . Cool Idea

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 14th September 2011 Copyright Interarbor Solutions © 2011

In an effort to combat increased security threats facing enterprises, HP today expanded its Enterprise Security Solutions portfolio with integrated solutions from such HP brands as ArcSight, Fortify and TippingPoint. The new portfolio includes new capabilities to help enterprises assess, transform, manage and optimize their security investments.

The threats that enterprises face from security breaches are growing in both number and complexity. In just the past year the types of attacks are up, the costs associated with them are higher and more visible, and the risks of not securing systems and processes are therefore much greater. Some people have even called the rate of attacks a pandemic.

The path to reducing these risks, even as the threats escalate, is to confront security at the framework and strategic level, to harness the point solutions approach into a managed and ongoing security enhancement lifecycle. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

HP's strategy then is to provide a fabric of technology along with a framework of processes, to progress to a lifecycle of preparedness that helps organizations become and stay more more secure, said Rebecca Lawson, Director of Worldwide Security Initiatives at HP.

"It's important to bring the right people together and to assess the whole situation, and those people are going to be from all over the organization: IT, AppDev, legal, accounting, supply chain," she said. "You need to really assess the full situation so that everyone is not only aware of where vulnerabilities might be, or where the most costly vulnerabilities might be, but to look ahead and say … let's make sure we build security into everything from the get-go."

In addition to the new products, HP announced an Enterprise Security Discovery Workshop, an expanded Secure Boardroom (an online portal that combines existing sources of security data into one central system), and released a report from HP Digital Vaccine Labs on vulnerability, threat and attack data for the first half of 2011.

Cyber threats have become more sophisticated, persistent and unpredictable, said Lawson. Research conducted on behalf of HP demonstrates that the volume and complexity of security threats has continued to escalate.

HP's research shows that more than 50 percent of senior business and technology executives surveyed believe that security breaches within their organizations have increased during the last year. Nearly 30 percent responded that they experienced a security breach by unauthorized internal access, while 20 percent responded that they had experienced an external breach.

"There are so many different points at which different incidents can occur that getting your arms around all of them and focusing your attention on those that are most likely to cause reputation damage or financial damage or operational damage, that’s really the trick," said Lawson.

"We also noticed in our research that the number of attacks, particularly on web applications, is just skyrocketing. And of course we know that web apps are used on mobile devices and they are used on laptops and desktops. And so we are really seeing an alarming rate of web attacks happening… The context can change so rapidly that you have to really think differently about what it is you are protecting and how you are going to go about protecting it. So it's really, it's a different game now," she said.

ArcSight Express 3.0
ArcSight Express 3.0, a unified security solution, transforms the delivery of advanced correlation, log management and user activity monitoring to improve an organization‘s ability to rapidly detect and prevent cyber threats. Powered by the new Correlation Optimized Retention and Retrieval Engine (CORR-Engine), it delivers the scalability required to correlate, process, and store vast amounts of data to advance the detection and prevention of cyber threats and risks.

ArcSight Express 3.0, a single turnkey appliance that simplifies the installation and operation of a Security Information and Event Management (SIEM) solution, enables IT administrators and security analysts to more quickly respond to business threats.

TippingPoint
HP has also launched the updated HP TippingPoint Web Application Digital Vaccine (WebAppDV) 2.0 service, which delivers real-time identification of vulnerabilities in web applications and delivery of virtual patches until a fix can be developed. This is achieved by HP WebInspect, a security scan that incorporates the new Adaptive Web Application Firewall Technology (WAF) to protect commercial and custom-built online applications, such as retail websites or online banking sites from vulnerabilities.

Many network firewalls cannot discriminate between normal network activity and malicious traffic aimed to disrupt web applications. To address this gap in protection, the updated WebAppDV 2.0 filters are deployed alongside the traditional Digital Vaccine filters in the HP TippingPoint Intrusion Prevention System (IPS).

TippingPoint IPS is powered by research from HP DVLabs, which discovered four times the number of critical vulnerabilities than the rest of the market combined. Updates and patches addressing these vulnerabilities are created and automatically delivered to clients online each week, or immediately when critical vulnerabilities and threats emerge.

Other components
Other offerings in the security portfolio include:

• Reputation Security Monitor, which provides ArcSight clients with an advanced, real-time list of known bad IP and DNS addresses to combat attacks that exploit web application vulnerabilities.
• Fortify Software Security Center suite, a comprehensive application security testing solution available on-premises or on-demand that scales to identify vulnerabilities in thousands of applications.
• Information Security Management (ISM) services, an approach to managing security policies and processes, enabling clients to make informed security decisions and minimize risks.
• Enterprise Cloud Service (ECS) protects desktop and notebook PCs and servers against viruses, malware, spyware and intrusions by blocking unauthorized communication and preventing installation of unwanted programs.
• SIEM services collect and log security-relevant events to provide a unified view of the security activity across an enterprise as well as generating predefined reports to demonstrate compliance with policies and regulations.
• Application Security Testing-as-a-Service identifies and closes security vulnerabilities in the application layer with code scanning and web penetration services that reduce the risk, time and investment needed to deliver software security assurance.
• Secure Boardroom, an enterprise-level online portal that combines existing sources of security data into one central system. Senior-level executives and CIOs are provided greater insight and actionable information that facilitates business-led strategic investment and management decisions.
• Digital Vaccine Toolkit (DVToolkit) 2.0, which allows clients to import custom or open-source IPS filters, such as Snort, directly into the HP TippingPoint IPS.
• TippingPoint Reporting and Archiving. Powered by Logger software, this solution collects security event activity and analyzes data to create custom reports, perform trend analysis and integrate reporting to support compliance requirements.
• Enterprise Security Discovery Workshop, a one-day workshop designed to help clients understand their organizations' vulnerabilities to external and internal threats, identify the critical success factors for a secure enterprise, and create tailored transformation programs based on best practices.

Availability

• ArcSight Express 3.0 is expected to be available worldwide soon.
• WebAppDV 2.0 is currently available worldwide. Price varies based on the number of web application scans.
• DVToolKit 2.0 is currently available worldwide at no additional cost to clients with an existing HP TippingPoint IPS solution.
• HP TippingPoint Reporting and Archivingis currently available worldwide to Logger clients as an add-on product at no additional cost.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 12th September 2011 Copyright Interarbor Solutions © 2011

Our next VMworld case study interview scouts out how the Tampa Bay Rays, a Major League Baseball team, is using an extensive amount of virtualization on and off the field.

The Rays' IT department has just started bringing more and more of their applications, data, and processes out to the mobile tier using virtualization and thin-client approaches to make the preferred mobile device, the tablet, super powerful for them. And they're extending the value of virtualization into disaster recovery (DR) too.

This story comes as part of a special BriefingsDirect podcast series from the recent VMworld 2011 Conference. The series explores the latest in cloud computing and virtualization infrastructure developments.

To hear more winning statistics about the Rays and their back-end to client virtualization experience, we're joined by Juan Ramirez, Senior Director for Information Technology with the Tampa Bay Rays. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: Why has virtualization been good for your organization?

Ramirez: Back in 2007, when we first looked at virtualization, we had a lot of issues. Our main data center was located at our stadium in Saint Petersburg, Fla. We were actually running out of space. Electricity was a huge problem. We kept hearing from our operations department that our data centers and our equipment were just consuming too much energy.

We had to come up with a new data center. We needed to build something else, because we were just basically outgrowing it. We needed a plan to say, "You know what, this is going to be our new data center. We're going to be there 5 to 10 years," without going back and requesting additional space or consuming more electricity.

That's when everything started. We went from a two-room data center room to basically just using half of that room with virtualization. We started very small — four hosts to manage our own infrastructure. Now we have 10 hosts in production and growing.

Another dilemma that we had was every time we needed to provision servers, or a new application needed to be introduced, it would have taken weeks, if not a month, for us to procure the proper hardware and software to make this available for different departments. So we needed to cut time on that and make things happen faster. It is a fast business.

Gardner: To what degree have you actually embraced virtualization?

Ramirez: Currently, we're at 95 percent. We had certain goals to start — about 50 percent — and gradually every year just adding more and more resources. At 95 percent, you can see that we really value this, and this is the route that our business is going to.

Gardner: What IT does it take to support a major league team?

Ramirez: First of all, coming from a small-market team, we don’t have the luxury to have a large IT department to support the 300 plus users that we currently have. So it’s very important for us to be very proactive and be ahead of the game.

It is a 24×7 operation, especially during the season, which as we all know, is one of the longest in professional sports, with 162 games per year, not counting playoffs. So it is challenging for us, but I believe that we have a great team.

We also have great resources that we've implemented in the last five or six years and we're on top of it. Without VMware and the different products that we deploy, I think today we'd be in a lot of trouble if we wouldn’t have gone that route.

Gardner: Clearly it's working for you. Tell me about how many apps you're supporting. What sort of workloads have you?

Ramirez: From the applications perspective, we have everything from our scanning application, which is homegrown SQL back-end, Windows application front-end, and web-based front-end to our finance departments, Microsoft Great Plains 2010.

We also have our customer relationship management (CRM) system, which runs on a proprietary application from Ticketmaster, to homegrown application. Close to 10–30 applications are used on a daily basis from every department and different aspect, which is incredible.

Our email system, Microsoft Exchange 2010, is 100 percent virtualized. And every new application that comes up in our pipeline is basically virtualized. Going forward, nothing resides in our physical server, which is tremendous for us.

When we started, we wanted to go slow and to make sure that everyone throughout the organization had a good feel for it, a good vibe. Once we earned the trust from the different departments and other department heads, we introduced it, we showed them and we trained them. It was a no-brainer. Everyone was on board. Everyone loved the technology. Just loved the fact that while it previously took weeks and months for them to provision anything from our department, it's now hours, at the most, which is great.

It also helps us big time with disaster recovery (DR). Our second data center is located in our Port Charlotte Spring Training facility. It's easier for us to move workloads, depending on where we're at in the season and the time of the year. We can move a machine from the production main data center to the backup data center and provide those resources over to our different departments.

When we started with DR, it was a very tough decision because we wanted to do everything automated, but management did not see the need for it. So we actually started with manual processes. We started building a data center down in Port Charlotte. We did some migrations and that didn’t work out too well. So we came back to the drawing board and said, we need a tool that can help us automate this process. This has to be 100 percent automated.

Our recovery manager had just come out and we wanted to test it. We actually beta tested it and received some evaluation licenses. We put together a quick product to show administration and management how good the product was and how important it was to us, especially in the location that we are at.

The rest is basically history. We have pretty much 100 percent coverage on everything that is virtualized. We're able to take periodic snaps and move them over to the VR facility, where we do a weekly test of each individual virtual machine (VM).

Gardner: So that must make you sleep a little better during hurricane season?

Ramirez: Absolutely. It used to be nightmare from June to the end of September around here, but not anymore.

Gardner: Let's move into this other innovative area you have been experimenting with, and it's the use VMware View 4.6. You've been involved with moving into thin clients, virtualized desktops, and I understand also using mobile apps on tablets. Tell me why that's been important for you and what you've done.

Ramirez: Throughout the year, we've grown tremendously. We now have close to 250 remote users. All those remote users need to be equipped with very expensive laptops. It's very expensive and very hard to manage.

We're a small IT department. It's very hard to track down 250 users throughout the year. It's very hard to keep older machines up-to-date. When something goes wrong, it gets ugly pretty fast. We needed to get an alternative and come up with a plan where it would be easier to manage, where it would be easier for them to conduct their work.

We started very basic by putting the in VMware View client. First of all, we set up a lab here and asked a few of our key guys to test and give us some feedback. The feedback was overwhelming. We started with five or six guys, and now we probably have close to 65 users using it on a daily basis.

Users have come back and handed in their laptops. Now, they're strictly on iPad or Android tablet, which is tremendous for us. It's easier for my department to manage. It's easier for them to go out there on the field and just use a lightweight device to connect and conduct business with it.

So it's big for us right now. It should be a huge hit in the upcoming year. With our development department, everything that we are projecting is basically basing it on VMware View.

Gardner: In addition to VMware View, you also seem to be using an iPad app, how did that come about? How does that fit into the equation?

Ramirez: That came as we started adding more users and receiving feedback. I started using it for my daily management show, introduced a few key personnel to it, and they liked the idea. Now, everyone is basically using that app to connect and do most of their work.

We decided to introduce other departments and show them the capability and how easy it is to connect and get their business done without turning on their laptop — waiting for it to boot, the VPN, the password, and all that stuff that sometimes gets in the way.

Gardner: I understand you have scouts, managers, you have lots of folks out in the field. They're at ballparks. They're watching ballplayers. They're in the field, and can they just download an iPad app and then sign into VMware View? How do they actually connect in, and what are the logistics for really linking your resources and apps out to that field?

Ramirez: Everyone in the organization wants a tablet. They come to us, which helps us big time. Normally we do the procurement for them, or if they go out there and buy it, they will just bring it over to us, and by default our installation and process includes that application. It's the first application that they're introduced to.

My department is able to figure the necessary settings on the application and just leave it ready for them and let them know that right now you can just use your iPad application to connect into your resources and conduct, and use most of the applications that you will be using on a daily basis. It's a big plus for us and for the user. They just love the fact that they have a small application, a small tablet, and one application to deal with. Everything else is handled from our end.

Gardner: So this is productivity for you, because you're supporting more users in the way that they want to work, probably with fewer resources when it all comes down to it, when you can consolidate. And then they're getting that added productivity of access to the data and the apps wherever they are, whenever they want to use it. So it's kind of a win-win.

Ramirez: Absolutely. From a management perspective, it’s great, it's awesome, getting apps for a better application and a better system to have deployed.

We've had nightmares throughout the years, lost laptops with very sensitive information. We have to protect users, and there are so many things that goes on on a daily basis. Now if there's an issue, it just takes seconds to correct, and the users just go back in and continue doing their work.

Gardner: What’s been the return on investment (ROI) for you moving in these directions?

Ramirez: The ROI has been huge. We used to buy 10–15 servers on a yearly basis. Now, we just procure our servers every three or four years. We get hit from left and right with different departments. They have different needs — we need 10 servers, we need 15 servers. We no longer have to procure those and spend all that money right away. We have resources allocated for it.

So the ROI has been there. As a matter of fact, we did research two years ago and have discovered that on our initial investment for both data centers the return on investment was 24 months, which was probably more than we thought. We didn’t realize how fast we were able to recoup our investment and how much flexibility we had moving forward.

For DR, we were coming from a situation where we had nothing. Everything was in one data center, and if a storm came by, we would basically be out of business. Having a fully automated system in place is huge for us.

I don’t even know where to start and what number to tag this with, but it is very important to us. It has helped with insurance cost. It has helped with just the ease of everyone knowing that if something happens near our stadium, we have our data and we can still conduct business moving forward.

We are buying fewer laptops. We no longer need all the extra services that with 250 laptops can get very costly. Instead of ordering an $1,800 laptop for a user, which normally lives 12–24 months, now we can just buy an iPad or have the users use their own iPad, and connect. That makes a big saving for us going forward.

We have very big plans to move ahead and try to be 99 percent virtualized. Private cloud is very important. It's high for us. We keep growing, and our needs and demands are huge. So we definitely have a lot of plans.

Coming down the line, we're counting big on the upcoming vSphere 5 and SRM 5. That’s going to help us tremendously. It has some features there that are must-have for us.

Again, moving forward, application development and everything will hopefully be based on a thin app and ease of use and administration for our users. VMware View is another big component for us.

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy.

By: Dana Gardner, Principal Analyst, Interarbor Solutions Posted: 9th September 2011 Copyright Interarbor Solutions © 2011

The cloud helps make business services more easily available, but what about making those business processes from a variety of service origins part of a cohesive workflow or complex objective? What's still needed is a way for those closest to the work itself to create business process integration, extension, and coordination regardless of the services.

The latest BriefingsDirect discussion examines a case study that shows how account executives for a financial services firm are integrating their sales and fulfillment efforts across Salesforce.com customer relationship management (CRM) resources, as well as a diverse set of expanding cloud and legacy services.

Hear how it's done from the IT Director and the Marketing Director at PSA Insurance & Financial Services as they build greater control and management of diverse and dynamic sales and consulting processes using Cloud Extend for Salesforce, a new solution from Active Endpoints.

These managed processes, built on a range of business development and consulting tasks, bind together critical sales and financial product delivery goals to better support long-term business engagements. The panel to describe this achievement consists of: Andrew Bartels, IT Director for PSA Insurance and Financial Services; Justin Hoffman, Marketing Director for PSA Insurance and Financial Services, and Eric Egertson, Vice President, Business Development and Strategic Accounts at Active Endpoints. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: Active Endpoints is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: It seems at PSA you have been thinking about how to do things better, and that you’ve had success with Salesforce.com. What was still missing from the way in which you engage with your clients?

Hoffman: We actually had tried a Salesforce implementation two or so years ago and we found that our adoption was not nearly what we would have hoped it to be. There were several reasons for that. One, we really didn’t customize Salesforce to the degree that we needed to. Two, there wasn't integration with any other systems. And, three, the participation was voluntary. There was some interest, but it was somewhat sporadic, and overall the initiative just petered out.

We did know that that having the right CRM for PSA is critical for how we do business and could help us capitalize on some lost opportunities and better manage our existing client base.

We didn’t give up on the effort. We said to ourselves that we needed to get this right the second time. We were open to staying with Salesforce and we were open to looking at other CRMs, but we’ve learned a lot on our first round and we knew that we had to do better the second time.

Gardner: What is it that you really weren’t getting from this that you wish you had?

Hoffman: We were sitting in a room with the whiteboard and said, "What should this thing be. What should this CRM system do for us, our account executives, our sales and service people that are going to be using it?" One of the things that really rung through was that it needed to be easy and unintimidating.

We have some people who are very progressive technology users and they very much embrace it. And we have other portions of the population for whom there is a bit of an intimidation factor. We knew that if we did it right, we'd have to find a way to wash that away, put things in plain English, make it simple and intuitive for people, and that would help drive adoption.

We're an independent, multi-discipline financial services firm based in Hunt Valley, Maryland. We also have two satellite offices, one in York, Pennsylvania and one in the DC Metro Area, and we do a lot of things for a lot of different people.

On the business side of the house, we provide property and casualty insurance for businesses. We’re also brokers and consultants for employee benefit plans and retirement plans.

For individuals we offer every kind of insurance you could ever need, from homeowners and auto, to life, long-term care, and disability. We also have a private-client division that serves very up-market consumers, those that have multiple homes, exotic cars, special collections, and need very sophisticated insurance programs and advice. Finally, we also offer wealth management services.

We do a whole lot of different things for a whole lot of different audiences. For organizations that are laser-focused, that are in one industry, that serve one specific audience, I’d imagine pretty much everything is easier for them. We need to develop systems, protocols, plans, sales systems, and things of that nature that can work in all these diverse circumstances to support these different clients and support them all well.

Gardner: As IT Director, what is it that you did in terms of trying to fulfill this, and how did you end up being able to get closer to the true vision?

Bartels: As Justin has very eloquently put, we really present a value proposition at PSA, which is a truly integrated set of services. That’s a phrase or a word that you hear a lot, but unfortunately, in my experience, a lot of organizations fail to deliver where the rubber meets the road, which ultimately is the actual transactional systems that they have in place.

What you find is that a lot of those systems are completely segregated, and we at PSA faced that challenge. We obviously have a lot of transactional systems on the back-end to support various business units that present the services to our clients.

Ultimately from Justin’s vision and from the corporation’s vision, we wanted a system that could bring all of this together. We went out and looked at a number of different products knowing all the time that we had Salesforce.com in house, but that we had a troublesome initial roll out. Ultimately, we came to a conclusion that Salesforce was the right product for us, but we really had to roll it out in a different way, shape, or form.

Part of Justin’s vision, though, was that he and Senior Vice President-Business Development Ed Kushlis felt that even though Salesforce is a relatively easy user interface, because of the challenges that some of our users have, they felt it had to be easier. They felt it just had to, as I like to say, lead us down the garden path.

So Justin and Ed brought the idea to me of what we call a "Warm-up Plan," and I'm sure Justin is going to address that more, but the more I looked at this, the more I realized that, given native Salesforce functionality, what they wanted to do wasn’t going to be possible. We weren’t going to be able to do it without a lot of custom code.

This was a path that I wasn’t really all that keen to go down, because in my past experience, when you attempt to custom code, a lot of money is invested upfront to develop a relatively static product. In my experience, the idea didn’t stay static. Ultimately, people wanted to change what had been created.

So you’d invested a lot of money to create something that then had to be changed and modified again, and I was very, very against this concept. Justin, would you say we had our moments there?

Hoffman: That’s right. We felt like we really knew what we wanted. A very large portion of what we do is work with the salespeople to coach them, to help them make sure that they stay on top of their opportunities, and really work their leads to fruition.

So we felt so strongly about it, but when we were presenting Andrew with our need, there didn’t seem to be an option that made sense. Once he educated us in what it really meant to bring to life our vision, we started to get our heads around it and to recognize that it wasn’t going to be something that we weren’t going to be able to build one time, invest all of these resources in this code and development, and then never be able to touch it again, never be able to evolve it.

Just knowing us, knowing our organization, the way we're opportunistic, the way markets shift, the way dynamics change, we needed to be fluid and have flexibility. Andrew helped us understand how we were really going to be painting ourselves into corner, if we were to push forward with the custom code route.

Gardner: So Andrew, what’s fulfilled that need for simplicity and ease of use?

Bartels: First, we looked at a product from Salesforce, which was something called Visual Process Manager, which I saw demoed at Dreamforce in San Francisco last year. I was very excited when I initially saw it. After we delved into it, for various reasons, including the maturity of the product and the fact that it wasn’t a true cloud-based product, we soon realized that Visual Process Manager at that time wasn't going to fulfill our needs. We really needed something that was fully integrated into Salesforce.

As an organization, we spent a tremendous amount of time and resources getting our users comfortable with the Salesforce UI. I had obviously invested a lot of time myself in looking at options.

Finally, I'm quite a follower of Twitter. There are a number of people that I follow that I respect. I came across a tweet about something called Cloud Extend. It was literally one tweet by somebody that I follow on Twitter.

I clicked through and there I was on the Cloud Extend website. As I read about it, I suddenly said—obviously dealing with a webpage I clicked through to from a tweet—"You know what, if this does what they said can do, this is exactly what we need in order to achieve the goal of creating warm-up plans" that Justin referred to earlier.

I filled out the web form, and the next day in the office, I called Justin and Ed into my office and said, "You know guys, I’ve got to show you something." I must admit I was almost giddy. I said I don’t want to get ahead of myself yet, but if this product does what I think it does, they’ve nailed it. This is exactly what we at PSA have been looking for to help drive adoption.

I can’t emphasize enough how important driving adoption is when it comes to the implementation of any CRM, never mind Salesforce. At PSA, we're dealing with very successful individuals. We're not dealing with anybody that’s got a broken system, that’s doing something that doesn’t work. Every single one of our associates has been successful in his career. So our objective with rolling out Salesforce was to improve their effectiveness, to make them more productive.

As Justin mentioned earlier, adoption is tough. When I looked at what I saw is the potential of Cloud Extend, as it was defined there, I thought "Wow, this really is going to help us drive adoption across the organization."

Gardner: Eric, how did Cloud Extend for Salesforce come about?

Egertson: Andrew’s comments here really illustrate the benefit of moving to the cloud for business process management (BPM) software like the software that Active Endpoints develops.

Active Endpoints has been developing a commercial-grade process automation platform called ActiveVOS since 2003, and our customers use this process automation platform to develop really high-value applications.

The barrier, though, to broader and faster adoption of products like ActiveVOS is that with on-premise software you have to go through acquiring the licenses and getting the capital expense approved and you also have to go in and interface ActiveVOS to the systems that you want to use in your process automation.

By moving to the cloud, there are two big benefits, and we’ve heard Andrew talk about those so far. One is that you can get started at much lower cost and much faster because you don’t have to provision hardware. You don’t have to acquire licenses through CAPEX expenditures, but probably, even more importantly, Active Endpoints does the interfacing of ActiveVOS to the systems that you want to use for process automation.

So with our product, Cloud Extend for Salesforce, which we formally introduced at Dreamforce at the end of August 2011, we built that product on top of the commercial-grade platform, ActiveVOS, and we pre-integrated it with the Salesforce web services interfaces.

So people like Andrew and Justin can get started with the product very quickly. They don’t have to worry about any integration or interfacing. They can just start building out their process automation flows, testing them and, as Andrew said, you can quickly change those around. Those interfaces use all open standards.

So they are very reusable, and it gives you a flexible platform, where Andrew and Justin can tweak, change, and modify their process flows. It’s all done in the cloud. They don’t have to buy licenses, but more importantly, they don’t have to integrate the services to the systems they want to use in their process automation flows.

Gardner: When I first saw the demo of this, what jumped out at me was the fact that you don’t know that you're in Cloud Extend. You feel like you're still in Salesforce. What is this visual benefit?

Egertson: Andrew, and Justin can speak to the user experience as well, but the user experience, when using Cloud Extend, is directly integrated into the Salesforce.com UI. As Andrew mentioned, you don’t have to go out of Salesforce at all. As you're working on something in Salesforce, there is a section in the Salesforce screen, where you can choose what type of process flow you want to run as the user. You just click on a button and then you're stepped through a series of screens, all of which appear within a pane within the Salesforce UI.

Developing the process flows is also integrated directly into the Salesforce UI. You go in and, through a set of guidance trees, set up the series of steps that you want to walk a sales rep or producer through. The sales manager, somebody like Justin working hand-in-hand with Andrew, do that directly in the Salesforce user interface.

Hoffman: We believe ease of use to be a huge driver in adoption, being able to just ask questions in plain English, present simple answers for them to choose or select, which then drives the next set of questions that they’re going to be asked.

It just couldn’t be easier. It couldn’t be less intimidating. It washes away any anxiety that people might have or any perception of "This Salesforce thing is a pain to use." The way that you’re able to craft these guides is so straightforward, so easy to use, all that goes away.

I liken it to the concept of the airport kiosk. When you go to check-in, you punch in a few pieces of information and all you’re doing is answering the questions that are presented clearly and simply on the screen. There is actually very complex work that’s being done behind the scenes, but you, as the user, don’t have to have any comfort level with technology, it's just there. There are questions. You answer them, and all the information falls into the right place.

That concept is working for us and Salesforce and it just drives the general perception of, "This thing is really easy to use and we’re getting all the information where it needs to be." All of the reporting, all of the workflows, all of the views are populated sufficiently to support how we sell.

These workflow guides are really good about prompting people to take action, giving them options as far as how they’d like to warm up this lead. Use your discretion as a salesperson. Are you going to make a phone call? Then go ahead and here’s some coaching for that phone call. Are you going to send an email? Well, we make it really, really easy to send an HTML email through Salesforce. Are you going to invite them to one of our proprietary events? We make it really easy to do that through our guides.

But, we don’t tell them how to do their prospecting and we’re not directly reaching out to the prospect without our account executives because they know the relationship. They know the stage it's in. They know the conversations they’ve had with the people. They know their pain points. We’re really guiding them, but we’re not forcing them. We’re not overriding. We’re respecting the fact that these are seasoned sales professionals.

Bartels: The corporate IT departments really have a lot going on. Nobody is sitting around doing nothing. One of the challenges that many organizations confront, when marketing or business development comes to them with an IT need, is where does that fall in the priority queue when it comes to the priorities that are in front of IT?

One of the things was really refreshing about Cloud Extend is that it literally is as simple as point-and-click. I am sure a lot of people listening to this have installed apps from the Salesforce AppExchange. Getting Cloud Extend up and running in your Salesforce Org really is as simple as installing one of those managed packages from the AppExchange. You click through it, and boom, bang, it's done. It was amazing to me that it was as easy as they said it would be, and it truly, truly was.

It's as simple as dropping the Cloud Extend UI into the various object pages that you’re looking to use it in. Something that is really worth mentioning is that Cloud Extend is truly cross-object. You get a lot of apps out there that you can use in leads, but you can't use in accounts, or you can use them in opportunities and you can't use them in leads.

One of the things that was amazing about Cloud Extend is they thought through that. They said, "Look, this workflow engine can be applied to almost any object in Salesforce and we need to make it point-and-click easy to get it in and make it happen." From my point of view, it's the ability to easily deploy an application this powerful straight into the Salesforce Org and then be able to hand it over to the marketing and business development folks and say, "Go wild."

Justin and I have had a conversation backwards and forwards about how much support they would need. The wonderful thing is that when you install Cloud Extend straight into Org, it comes with a set of predefined guides that just work. You can pull up the guide design and say, "Okay, how did they do this?" It literally is point-and-click.

Salesforce likes to sell itself as 80 percent clicks, 20 percent code. I can say that Cloud Extend, to my amazement, was truly point-and-click. You don’t even have to install a separate application onto a PC. The entire experience, both from the user point of view and from the designer point of view, exists within the Salesforce UI. It is simply another app to click and select.

It ties into all your Salesforce profile permissions, and it just works. From an IT point of view, from having to support the myriad of applications that we support, I can't tell you how refreshing it is. I think Justin would agree with me here. If you can design a process on a whiteboard, you can most likely design a process using Cloud Extend and the guide designer within the UI of Salesforce.

So from our point of view, the fact that we could deploy a workflow tool with the lineage that Cloud Extend has, coming from its roots in Socrates and things like that, and plug it in without deploying a single server or installing a single application was amazing for me and somebody that was responsible for prioritizing the tasks that my team need to focus on.

This was truly eye-opening and I said to Justin that when I see products like this I really realize that the cloud is coming of age. This is the future and this is what the future will look like.

Hoffman: To piggyback on what Andrew is saying here, I'm really excited that I'm going to be able to sit down with, say, our Senior Vice President-Business Development Ed Kushlis and talk through new ideas, changes in markets, and new opportunities. We can sit down with these guides and play with them, and you don’t have to have an IT background. I don’t know anything about code and I don’t have to, all I have to understand is what opportunity we’re seeing in the market and how our people sell.

We can get a good way down the road of building a guide without having to grab Andrew and engage him at least on the front-end. He is someone at the organization whose time is in very high demand. He is not your average IT person and when I say that, he has got a great strategic mind. He has got good business sense, it's true, and there are a lot of different people from the ops side, from the business development side, from the administrative side who are coming to him and asking for his help, his assistance on how we streamline things and how we can be smarter about things at PSA.

So if Ed and I have to get in that queue, well, we have to get in that queue. Alternatively, we can get right in, work on these guides and get ourselves a good way towards creating these new guides that will be dropped into Salesforce. If we can’t get it 100 percent ourselves, we are going to get it pretty darn close. That gives us a lot of freedom and a lot of agility.

Gardner: Where do you go next with this?

Egertson: At Dreamforce, we made Cloud Extend commercially available. We've been working with PSA in our early access program and, as you’ve heard, they’ve had some success there rolling out the warm-up plans using Cloud Extend. I really liked what Andrew said toward the end of his last comment there, where cloud computing is what enables us to deliver the ease of use that customers always expect, but oftentimes do not receive.

If we had to roll this out all on premise and then have somebody like Andrew assign a development team to make the interfaces work, that’s a big barrier to adoption. That’s a big delay. By delivering this in the cloud, pre-integrated with Salesforce, it all just works. We’re able to get our customers up and running quickly.

All of the Cloud Extend technology is already cloud-enabled. It’s all based on open standards, knows all about web services. It’s multi-tenanted, so that we can host hundreds of customers and all of the data is segregated. It’s mobile-enabled. All of Cloud Extend guides will run on an iPad just as well as on laptop or a desktop and it’s socially enabled.

We work with Salesforce Chatter. We work with Jigsaw, and we can work with LinkedIn. So all of those things are there, as far as where we will take the product. We will continue to develop along the lines of social and mobile, but we also have the capability to pull in other SaaS applications.

Just as we’ve improved the usability and the sophistication of what you can do with Salesforce, we plan to do that for other SaaS applications as well. Cloud Extend for Salesforce is built on a commercial-grade development platform, and we can very easily, almost trivially, port this to other SaaS applications to enable process automation within any SaaS application.

In terms of where we'll take this, we'll keep our eye on the trends in mobile computing and social computing, as well as the plethora of SaaS applications that are out there. We'll be enabling process automation and workflow in those SaaS applications as well.

Even today, as we work with PSA and other Cloud Extend for Salesforce customers, if they need to reach out of Salesforce to another SaaS application or to an on-premises application again because the underlying technology is our ActiveVOS process automation platform, it’s very easy for us to enable that.

You can envision, in the very near future, an ecosystem where Cloud Extend is set up to integrate with an interface to many different SaaS applications. With a little consulting work from us, we're able to interface that to on-premise applications, which would be to integrate across cloud applications, from a workflow or process automation perspective.

You would probably always have one SaaS application as your host, say Salesforce, but it would be pulling data from other systems, perhaps NetSuite, if it’s an ERP system, or Workday for HR information. But, the host SaaS application could be one of those other applications that pulls data from Salesforce.

The future, and it’s a near future for us, is that we will enable integration and process automation across SaaS applications in the cloud.

Gardner: Do you have any either anecdotal or quantitative measurement that you can point to?

Hoffman: It's a little bit early to point to that, but when you talk about the metrics that mean something to us, there’s something that we knew to be intuitively true that I came across in an article, and I’d like to read it to you. These are just some quick stats regarding sales, what it takes, and where actually sales come from. They very much back up the concept of the warm-up plan.

Again, these warm-up plans not only help guide people towards what they are going to do, but they are going to keep people on track. They are going to keep people diligent about their follow-up, so I’ll read them off to you quickly.

About 48 percent of salespeople never follow-up with the prospect, these are not industry specific or PSA specific, they are just general sales stats. So, 48 percent of people never follow-up with the prospect. Only 25 percent make a second contact. Only 12 percent make three contacts. Only 10 percent make more than three contacts.

Now, if you look at where sales come from, only 2 percent of sales are made on the second contact, 5 percent on the third, 10 percent on the fourth, and 80 percent of sales are made between the fifth and twelfth contact.

Knowing that to be true in our guts and then to see these stats that we have just recently come across, it makes us very certain that having these warm-up plans and the other guides that are going to be available to us now are going to be huge difference makers for PSA.

Bartels: From my point of view, I look at the amount of investment of time and resources that we have put into integrating our back-end systems and bringing data that is critical to the whole sales process into Salesforce, any tool, Cloud Extend being one of them, that really allows us to get the maximum return on investment on what we have done with Salesforce is huge. It’s absolutely huge.

Anybody who's used Salesforce, customized Salesforce, and added custom fields that are specific to their vertical realize very quickly that Salesforce can become a very deep product. Cloud Extend really enables us to ensure that our account executives, even though they may not be technology efficient, are really applying best practices when it comes to utilizing Salesforce and collecting the information that we as an organization know is absolutely critical to collect.

So anything that helps and makes that process simpler is going to drive return on investment, both in Cloud Extend, but most of all in the huge investment that we've put into Salesforce. That’s just a big, big plus for us at PSA.

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