1. Global Infrastructure Tenets Strategic Value 1.Growth - Identify enabling technologies that can boost employee productivity and agility, bring products to market faster, and grow the business 2.Reduce Cost a.Manage vendor contracts and relationships and drive maintenance and reoccurring expenses down b.Reduce administration costs and focus on high value initiatives 3.Improved agility a.Reduce administrative costs by simplifying b.Strategic vendors partnerships Tactical 1.Maintain IT infrastructure as a resilient, safe, regulatory compliant business tool 2.Maintain service levels that are in-line with expectations

2. Overview Reducing cost and increasing agility are on the business agenda. CIOs are looking to IT infrastructure as a source for both. New technologies and commercial options exist for IT infrastructure. However, the challenge is to understand their readiness and their fit with business needs, and then to map the infrastructure journey to achieve maximum value with minimum risk.

3. Context The vast majority of CIOs see infrastructure as their top priority. In the 2004 Gartner EXP CIO Survey, 88 percent of CIOs saw development and management of an efficient and flexible infrastructure as a high priority. Ask most CEOs, and IT infrastructure will certainly not be high on their list of priorities. But it might move a bit higher if they were presented with the potential business benefits that world-class infrastructure can achieve. An IBM study of CEOs around the world found that “responsiveness is the new core competency.” But only 13 percent of CEOs believe that their enterprises are very responsive. Source: Gartner Group

5. Five Types of Value Through Infrastructure Change 1. IT cost reduction 2. Business and IT integration 3. Business and IT integrity 4. Business and IT agility 5. Service quality These values drive and protect business.

7. “Value” Infrastructure Improvements IT Can Focus On Cost Look to reduce vendor obligations Streamline administration (e.g. email storage limit removal, reduce use of Outlook Personal Folders) Integration Extend value of infrastructure into business applications (email marketing, collaboration tools) Integrity (Protect brand and reputation) Vigilant adherence to regulatory requirements and best practices Adapt to new security threats Maintain availability despite increasingly global user presence Agility Reduce complexity - simplify Design flexible architectures that allow the business to change products quickly (e.g. scalable tiered infrastructure, server virtualization) Streamline backend processes Improve our ability to integrate current and future acquisitions through further standardization and consolidation Rationalize infrastructure among companies and applications (e.g. storage, databases) Service quality Service Level Agreements for IT Infrastructure services (e.g. email, network access) End to end service testing

8. Seven Stages of IT Infrastructure Maturity Basic infrastructure—where many enterprises are right now—many unintegrated and incompatible sets of infrastructure. Centralized infrastructure—fewer data centers, more centralized management. Standardized infrastructure—fewer types and versions of hardware and software. Rationalized infrastructure—fewer boxes, less software, more sharing, less duplication and fewer inefficiencies. A common example is sharing disaster recovery capacity among services. Virtualized infrastructure—applications transparently share processing and storage, using a virtualization layer. Service-based infrastructure—infrastructural components are managed as end-to-end services to meet service-level agreements. Policy-based infrastructure—infrastructure services are automatically and dynamically allocated to business processes, according to business policy rules.

9. Where are we? What are our goals? Current stateShort term goalMedium term goal Centralized Significantly Standardized SomewhatSignificantly Rationalized SomewhatSignificantlyCompletely Virtual Not at allSomewhatSignificantly Service Based Not at allSomewhat Policy Based Not at all Somewhat

10. Infrastructure Plan Continue to leverage Boston datacenter maintaining centralization Form and maintain strategic partnerships (e.g. Sungard, Iron Mountain) Rationalize software and hardware (fewer boxes, less software, fewer inefficiencies) Elevate security posture to meet new threats and standard best practices Embrace server virtualization to quickly provision infrastructure Establish Service Level Agreements and track performance from a user point of view Cluster systems to increase availability and reduce server footprint

11. Infrastructure In The IT Business Plan Customer Focus Maintain corporate brand integrity through continued threat assessment and initiatives including: Redesign and implement Internet architecture to be more industry standard and secure Evaluate Postini for outbound email to ensure viruses are not leaving the organization and to provide the ability to apply footers to groups Secure management connectivity with Internet routers with SSH Outline the security risks with cell phone usage and document a policy to protect the company from such threats Implement a program for vulnerability assessment

12. Infrastructure In The IT Business Plan -- cont -- Expand Sales Organization Improve corporate agility  Implement Server Virtualization for quicker provisioning of infrastructure yielding the ability to develop business applications more quickly  Streamline operations resulting in the ability to complete acquisitions more quickly  Standardize security policy for remote offices BES upgrade Research searching tools for RFI response

13. Infrastructure In The IT Business Plan -- cont -- Active Investment Advisors Integrate Active Investment Advisors into infrastructure Upgrade Investment Advisor (black box) infrastructure Upgrade Oakland infrastructure to accommodate staff growth and the addition of Active staff Overlay Management in Oakland Optimize workflows via Deloitte engagement Recommend technology solutions