1. Info-Tech Research Group1 Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2013 Info-Tech Research Group Inc. Cloud Strategy – Own the Cloud World Class Operations – Impact Workshop

2. Info-Tech Research Group2 Beyond Practical Research – Workshops Get You To Results Workshops: Leverage Best-Practices Research and Get to Action Unlike other Research firms, we believe it’s important to help our members implement improvements. An onsite 40-hour workshop, which allows you to make systematic improvements to your core processes. Workshops are designed to help focus attention, create alignment, and ensure best practices are put to work at your organization. Our workshops help you get to immediate impact and results, and are tailored to your situation and needs. Workshops: Focused on You Implementing Improvements The goal of each Capability Optimization Workshop is to create tangible benefits and clear improvements as a direct result of the workshop. Specific deliverables, goals, metrics, and outcomes are established for each workshop. Successful workshops will leverage our years of analyst experience and written research to provide an engaging experience which focuses on implementing and getting to measurable results. Each workshop begins by diagnosing the current state, and then focuses on designing high impact improvements based on best-practices research. Three and six month follow-up will occur to ensure benefit realization. Info-Tech Workshops provide the best practices and implementation support necessary to help an IT leader build a World Class IT Operation Optimization Workshop Diagnose Current State Right- Sizing Process Process Design Measuring Benefits Implementation Support

3. Info-Tech Research Group3 Unmanaged and ad-hoc approaches to cloud opportunities cause: Increased potential for unacceptable risk (security and compliance) to critical enterprise data Fragmentation of business data, processes, and identity management due to lack of integration Missed opportunities to lower costs and improve service to the business Ad-hoc due diligence that frustrates the speed and agility benefits of cloud IT to be shut out of key IT decisions and its role and validity to be questioned An enterprise cloud computing strategy results in: Broad consensus on goals and expected results of moving select processes to the cloud Standardized, consistent approach to evaluating the benefits and challenges of cloud projects Clear requirements for the negotiation and monitoring of partnerships with cloud service providers Understanding and consensus on the enabling and managing role IT will play in future cloud initiatives Goals and a roadmap for transforming internal IT from asset managers to service brokers Why do you need a strategy to own the cloud? Cloud computing is a major trend with benefits for cost savings and IT/Business transformation. Get ahead of the cloud or be left behind.

4. Info-Tech Research Group4 Cloud Strategy Costs and Benefits Risks and Challenges The decision of what and when to move to the cloud is contingent upon balancing value creation and risk mitigation Cloud Decision Matrix Value Readiness Cost Efficiency Service Agility Security/Compliance Data/App Integration Availability/Reliability Enabling Technology IT Skills and Roles Tech Roadmap No-Go Right Now Lots of work to be done and/or more maturity required Proceed w/Caution Work on maturity/ readiness still needs work Good to Go These workloads are ready for the cloud today High Value High Readiness

5. Info-Tech Research Group5 Workshop Schedule & Key Outputs Day 1Day 2Day 3Day 4Day 5 Introduction and Module 1: Evaluate Current State and Organizational Suitability Module 2: Evaluate Opportunities and Cloud Readiness Module 3: Mitigate Key Risks of Cloud Computing Module 4: Complete Your Cloud Strategy Module 5: Workshop Debrief Goals Assess current state. Assess the readiness of IT to own the cloud. Identify specific benefits of moving to the cloud. Assess the value opportunities for moving services to the cloud. Evaluate readiness of selected cloud initiatives. Understand risks associated with cloud. Review cloud security threats. Understand availability and reliability challenges. Identify cloud integration challenges. Identify required staff resources. Assess impact on internal infrastructure. Identify mitigation strategies for risk areas. Understand vendor selection best practices. Plan ahead for vendor management. Complete a detailed financial analysis. Develop an implementation timeline. Complete an ongoing communication plan. Review your cloud strategy. Key Outputs Corporate goals for the cloud. Current targets for service and deployment models. Cloud Value Assessment. IT department readiness assessment. Service specific readiness assessment. Establish Go/Caution/Stop for selected services. Action plans for risk mitigation. List of staffing changes. Cloud infrastructure capacity requirements. Cloud vendor selection and management strategy. Cost/Benefit analysis for targeted services. Success metrics. Implementation timeline. Strategy for each service and deployment model. Stakeholder reporting plan. Communication plan for cloud adoption. Cloud strategy document.

6. Info-Tech Research Group6 Module 1: Evaluate current state and organizational suitability Review results from Cloud Readiness and Service Value Workbook Complete cloud appropriateness questionnaire Review list of known current and potential cloud initiatives Outline cloud directives and preliminary goals Identify core stakeholders and business drivers 1.1 Assess cloud current state and identify adoption drivers 1.4 Assess organizational cloud appropriateness Assess current interest in each cloud service model Review current interest in each cloud deployment model Prioritize cloud services 1.2 Differentiate the value in cloud models Understand cloud options Review current IT organizational structure 1.3 Outline current IT environment Review the status of current infrastructure Identify mission critical applications and key business functions

7. Info-Tech Research Group7 Module 2: Evaluate opportunities and cloud readiness 2.1 Identify value opportunities for cloud service initiatives Rate potential benefits across categories for each potential cloud candidate service Establish categories for evaluating cloud benefits 2.2 Assess cloud readiness of selected services Evaluate cloud readiness of each service across a range of readiness criteria Carefully identify the criticality of each candidate service 2.3 Determine go cloud, no cloud, or proceed with caution for each candidate Identify the low hanging fruit and not now service for cloud Evaluate results of the cloud services appropriateness assessment

8. Info-Tech Research Group8 Module 3: Mitigate key risks of cloud computing 3.1 Review cloud risk implications Discuss cloud risk implications and stakeholder concerns 3.2 Mitigate cloud security and compliance threats Identify key security threats in the cloud 3.3 Address cloud availability and reliability challenges Evaluate the role and limits of assurance Review the five challenge areas of risk Discuss availability and reliability challenges Review current recovery capabilities and requirements Assess mitigation tactics for availability and reliability risks Review compliance requirements Develop an action plan of steps to mitigate security threats

9. Info-Tech Research Group9 Module 3: Mitigate key risks of cloud computing 3.4 Assess cloud integration challenges Identify integration concerns Outline application relationships 3.5 Identify required staff resources Review integration challenge mitigation steps Identify changes to existing staff resourcing Mitigate staff resource challenges Review current integration processes and plans Understand integration challenges in the cloud Understand the shift in IT responsibility Determine cloud infrastructure requirements 3.6 Identify impact on internal infrastructure Identify impacted infrastructure and data components

10. Info-Tech Research Group10 Review the details of a cloud cost/benefit analysis Understand the components of TCO and cost/benefit analysis Identify success metrics 4.2 Complete a cost/benefit analysis Create a draft cloud initiative roadmap 4.3 Develop an implementation timeline Complete a roadmap of next steps items outlined in workshop Understand contractual details required for vendor SLAs Identify vendor selection criteria 4.1 Develop cloud vendor best practices Define an exit strategy Manage vendor relationships and performance Module 4: Complete your cloud strategy

11. Info-Tech Research Group11 Module 5: Workshop closing and debrief 5.2 Review your cloud strategy5.3 Workshop wrap-up Schedule follow-up calls to discuss progress Understand the components and importance of the Cloud Strategy Document Reevaluate previous goals and assumptions Review cloud initiative rankings Obtain feedback and manage stakeholders Complete business change details worksheet 5.1 Communicate change to the organization

12. Info-Tech Research Group12 Cloud strategy workshop key input materials, activities, and results Workshop input materialKey workshop activitiesWorkshop results Cloud Strategy WCO workshop agenda deck Improved understanding of proven cloud adoption and management practices Improved organizational capability in the area of cloud computing Cloud-related tools and templates Improved capability to use cloud- related tools and templates Cloud go or no-go decision-making Cloud Strategy Vendor Management Plan Cloud Strategy document Cloud vendor management plan Communication package template Communication package Current state cloud adoption analysis summary Target state of cloud adoption and planned roadmap Next steps Review and apply proven practices and define next steps Finalize next steps Prepare communication package Execute selected processes (conduct workshop exercises) Introduce cloud computing options Identify risks and challenges

13. Info-Tech Research Group13 Cloud Strategy Workshop Key Outputs Six key outputs will be produced during the workshop: 1 2 3 5 Cloud Strategy Document Tailor the standard cloud strategy document for your organization Cloud Risk Profile Address and mitigate common challenges associated with Security and Compliance, Integration, and Reliability and Availability through analysis of current processes and the target state Staffing Change Plan Identify core roles and responsibilities Assess required changes and actions needed Complete a skills inventory and development plan Cloud Vendor Management Plan Sole or single source vendor selection form template Vendor response evaluation template Vendor performance dashboard Integration Relationship Map Identify core application and hardware relationships Develop an in-depth integration map Cloud Communication Package Prepare to communicate workshop findings and next steps for cloud adoption and management List the stakeholders and how the workshop findings and next steps will be communicated to each Identify ongoing communication requirements and relevant stakeholders 6 4

14. Info-Tech Research Group14 Cloud Strategy Workshop: Built on World Class Research, Experience, and Standards Research Process Team with over 30 years experience. Over 2,800 hours of research. Based on primary and in-field research. Tools & Templates Research Report 20 in-depth activities and exercises Cloud TCO Calculator Risk Assessment Tool Cloud Readiness Assessment Tool Cloud Decision-Making Tool Cloud Vendor Management Checklist Cloud DI Appropriateness Assessment Tool Cloud Change Assessment Tool Vendor Performance Dashboard Performance Improvement on Cloud Adoption Assessment…….and more! NIST, COBIT 5, ITIL, CMMI-SVC, ISO/IEC 20000 Driven Grounded in open international standards.

15. Info-Tech Research Group15 Checklist: What needs to be done before the workshop begins Client Checklist: To get the most value out of the workshop, please provide the following:  List of cloud projects and initiatives.  Business case or cost/benefit analysis for any existing or planned cloud computing initiatives (if available).  Organizational map of relevant IT groups.  Application list and related dependencies (for cloud-related initiatives).  Infrastructure roadmap or at least documentation of the current place in lifecycle of existing systems being considered for movement to the cloud.  Current security and compliance plan or security/compliance requirements documentation for classes of enterprise data (if available).  Disaster recovery/business continuity plans for IT systems related to cloud initiatives, specifically RTO/RPO requirements.  List of people attending.