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• FUTURE OF WORK

Infrastructure
Services
Seeing Through
the Cloud(s)
Virtualization is currently all the rage, but you
don’t have to go all the way to get important
business benefits. Here’s a look at our roadmap
for creating a unified, dynamic and cost-effective
computing infrastructure that meets today’s
business challenges, while anticipating
tomorrow’s requirements.
Virtualization is certainly not a new concept. It began with timesharing in the late
1950s and accelerated in the 1960s with IBM’s 360 mainframe family. During the
1970s, virtualization moved into the mainstream with the Digital Equipment Corp
VAX/VMS minicomputer.

The concept has evolved substantially, though, and virtualization to-


Companies that focus day goes far beyond the level of discrete systems. Virtualization now
offers tremendous opportunities for IT to reduce costs throughout
merely on short-term the data center, increase flexibility across dispersed IT infrastruc-
tures and take advantage of the next great wave: cloud computing.
gains run a great risk
Few CIOs today doubt the potential benefits of virtualization (see
of missing the larger, Figure 1). Most are at least exploring the concept, if not already
implementing it in some areas. Who wouldn’t want to increase their
long-term benefits of data center’s flexibility, while at the same time increasing utiliza-
tion, lowering costs and creating a greener IT environment?
virtualization. They may
Getting there, however, is more challenging than simply creating
also add to longer term a set of virtualized servers, storage and applications. Every busi-
ness environment is different, and moving beyond some quick-hit
costs if short-sighted, savings requires a broad rethink of how IT really serves the busi-
ness. Indeed, virtualization itself is just a means to an end: Creating
near-term initiatives a much more dynamic, unified and adaptable infrastructure that
supports business goals and processes with minimum friction and
make it harder to adapt to maximum impact.

emerging opportunities. In this context, IT leaders should take the long view and look toward
a strategic roadmap that supports a comprehensive, step-by-step
approach to virtualization and beyond. Our Dynamic IT Infrastructure Maturity Mod-
el, outlined below, can provide a useful framework within which to begin or acceler-
ate the journey.

Why Virtualize?
Generally speaking, companies virtualize for two main reasons: 

● To reduce the data center footprint, thereby improving IT efficiency


and cost control. This enables enterprises to operate with fewer servers,
less raised floor space, fewer cables, higher system utilization and
“greener” IT.
● To increase system flexibility and resiliency, which supports better
business agility and helps reduce time to market. This enables IT to
create, archive and destroy infrastructure on-demand; deliver rapid change
without sacrificing standards; enable fault-tolerant and self-healing
systems; and support rapid recovery from disasters.

Fortunately, since the concept of virtualization is well established and is only new
to the Intel x86 hardware platform, virtualization tools, technologies and manage-
ment systems are mature, which makes it relatively easy for IT to get started and
realize benefits quickly. Even companies just dipping their toes in virtualization
have been able to:

● Hit cost-reduction targets for hardware, software, space, power and


overhead.
● Increase system reliability, recoverability and availability.
● Respond more rapidly to changing business requirements.

2 FUTURE OF WORK September 2010


Separating the Physical Infrastructure
Exponential growth is driven by desktop applications.

App
OS ThinApp
OS App
ThinApp
OS OS

Virtualization Layer

Physical Infrastructure

FIGURE 1

Looking ahead, though, companies that focus merely on short-term gains run a
great risk of missing the larger, long-term benefits of virtualization. They may also
add to longer term costs if short-sighted, near-term initiatives make it harder to
adapt to emerging opportunities.

For instance, best practices for machine virtualization usually assume that new
hardware will be deployed to support the virtual infrastructure environment. This in-
volves a capital expenditure that might make some organizations balk, even though
the returns from investing in a hardware refresh to support machine virtualization
are often very compelling. In other cases, companies may consider upgrading ex-
isting hardware as an alternative. We’ve found that, more often than not, the cost
of upgrading existing hardware is equal to and sometimes greater than the cost of
purchasing new hardware. When considering ROI, the shorter life expectancy of
upgraded hardware can make this option even less attractive.

Current virtualization discussions tend to focus on two or three areas: Storage, serv-
ers and, perhaps, desktops. These are generally the most developed areas, but they
are far from the end of the story. In fact, the advantages of virtualization, including
efficiency, flexibility and reliability, are available up and down the entire IT stack.
A more comprehensive view comprises four dimensions of potential virtualization:

● Machine: Virtual desktops, servers and appliances that can run


simultaneously and across physical equipment.

● Storage: Shared virtual storage “abstracted” from the underlying physical


storage infrastructure.

● Network: Distributed, virtual network hardware enabling a dynamic, policy-


based “network on demand.”

● Application: Portable, streamable applications separated from the


underlying operating system.

INFRASTRUCTURE SERVICES: SEEING THROUGH THE CLOUDS 3


Transforming Your Team for Virtualization
Virtualizing your IT infrastructure, especially as you step into the higher
stages of our Dynamic IT Infrastructure Maturity Model (see Figure 2), will
place increased stress on your team. Managing this type of transformation
requires deep skill in both technology and business process, and neither
are in great supply when it comes to virtualization.

On the technology side, your team needs an in-depth understanding of:

● The new technologies and tools coming into the market.


● The interplay of physical and virtual hardware, systems,
networks and applications.
● The myriad issues surrounding deployment, security,
management and optimization of virtual assets.

On the business side, your team needs to understand:

● How to link and optimize virtual assets and capabilities according


to business need.
● How virtual capabilities impact business processes (and vice versa).
● The integration of business and technology roadmaps.
● The effective development and execution of business strategy and
change.

For IT leadership, the challenge is not necessarily overhauling your team


right away, but building a skills and performance roadmap that parallels
the virtualization roadmap. There will be required changes in employee
and partner capabilities as you move from stage to stage.

For example, as network infrastructure converges and moves into the


virtual world, network administrators and virtual infrastructure adminis-
trators need greater understanding and competency in each other’s ar-
eas. Similarly, most security specialists are still coming up to speed on
the capabilities and shortcomings of virtual infrastructure environments.
Because they are literally paid to be risk-averse, they will tend to block
anything they do not understand. Training them in virtual infrastructure
environments, as well as involving them early on in the design and imple-
mentation of your virtual environments, will be essential to success.

Considering all four dimensions is the first step toward developing a business and
technology roadmap capable of gaining the full benefits of virtualization, a com-
mon compute platform, cloud computing and dynamic IT infrastructure.

Building the Roadmap: A Five-Stage Maturity Model


From a strategic perspective, virtualization and cloud computing alone are big
enough to suggest a full-blown transformation of how we organize and manage IT.
But it’s not something that can be done all at once.

Neither is it yet clear that every company should go all the way to a significant
degree of reliance on a private or public cloud. The network and application dimen-
sions of virtualization, for example, are still relatively new and experiencing a more

4 FUTURE OF WORK September 2010


rapid rate of change compared with the machine and storage dimensions. It’s dif-
ficult for most organizations to know the extent to which virtual components can
and should replace physical components -- and what the tradeoffs might be.

We can, however, plot a path toward a dynamic IT infrastructure


across all four dimensions that simplifies for IT leaders where they From a strategic
stand today, what the appropriate next steps might be and what the
costs and benefits are as they move down the path. perspective, virtualization
In fact, “cloud” is actually only one element of the dynamic data and cloud computing alone
center. Over time, most organizations will mix internal, external and
hybrid clouds with other components. We sometimes refer to this are big enough to suggest
dynamic environment as an IT infrastructure “stew.” The key to cre-
ating a great stew is mixing the different pieces together well -- be- a full-blown transforma-
ing a good cook, if you will.
tion of how we organize
Critically, especially in the resource-constrained world in which
most CIOs live, you can get immediate benefits every step of the and manage IT. But it’s
way while positioning yourself for continual progress.
not something that can be
As shown above in Figure 2, our Dynamic IT Infrastructure Maturity
Model provides a five-stage model that illustrates how companies done all at once.
move from initial interest in virtualization to a full-blown utility (or
cloud) infrastructure. Quite unlike today’s typical infrastructure, the highest stage
of the model is built around virtual resources that can be precisely allocated to a
business need, based on policy and cost justification.

Stage 1: Reaction
The first stage in the journey to dynamic IT infrastructure is basic awareness.

Dynamic IT Infrastructure Maturity Model: Overview

Cloud
Infrastructure

● Virtual resources predictively allocated based on


Utility business need
Stage 5 ■ Resource lifecycle managed by policy and cost
re
ctu

Optimized ● Physical
and virtual systems managed through
u
str

Stage 4 common tools


a
nfr

● Virtualization used in development and production


IT I

Virtualized environments
Stage 3
ic

● Basic management tools in place


am
Dyn

Recognition ● Recognize benefits of virtual infrastructure


Stage 2 ● Some virtualization in use in limited categories

Reaction ● Aware of virtualization concepts


Stage 1 ● Little to no use of virtualization technologies

Traditional
Infrastructure

FIGURE 2

INFRASTRUCTURE SERVICES: SEEING THROUGH THE CLOUDS 5


Transformation in Action: A Global Communications
Company Moves to Utility Computing
The very survival, never mind growth prospects, of one of the world's largest
communications companies depends on its ability to make continual, on-
the-fly IT infrastructure upgrades. One misstep undercuts its ability to deliv-
er broadband connectivity, content and commerce to millions of home users
amid intense competition and continually rising customer expectations.

Like most large communications players, this company has multiple oper-
ating systems and platforms that must work together seamlessly and with
the utmost reliability.

Looking to take maximum advantage of virtual and cloud capabilities for


its IT infrastructure, the company is working with us to design and imple-
ment a dynamic IT infrastructure environment, including: 

● A partner-hosted external cloud for limited micro-development.


● An internal cloud for heavier internal development, QA testing,
performance and production environments.
● Enterprise monitoring and management linking the internal and
external clouds.

It's a very ambitious project, taking them from Stage 1 and pushing toward
Stage 4 and, in some cases, Stage 5 of our Dynamic IT Infrastructure Ma-
turity Model in just a few months. The company has received substantial
benefits even before the implementation is complete, including:

● Reduction of the physical data center footprint by more than 75%


compared with corresponding physical infrastructure. A
production environment designed to serve up to one million end
users can be housed in only 14 standard data center racks,
including the networking and storage components.
● Core infrastructure that lays the groundwork, enabling a future
ability to quickly and seamlessly migrate applications from
external to internal clouds and back, as required.
● Increased reliability and simplified application development
requirements.
● Ability to perform hardware refresh independently of application
refresh, in most cases with no downtime.

Perhaps most telling, the implementation team has been able to make fun-
damental changes in the application architecture midstream, with literally
no impact on the physical infrastructure.  In fact, they have done so several
times, and have been pleasantly surprised at how such fundamental design
changes had no impact on the physical infrastructure design at all.

Few large companies have yet developed a comprehensive utility model for
IT infrastructure, but the experience of this global communications firm
provides an important illustration of the benefits of moving aggressively
in that direction.

6 FUTURE OF WORK September 2010


Here, IT organizations are aware of the potential benefits of virtualization but have
not yet taken advantage of them, or they have just begun to experiment at the
margins with a few systems or servers. End users and developers are more resistant
than intrigued, fearing the changes that virtualization may require.

At this stage, storage is provisioned manually and allocated based


on escalated need. Additional storage is provisioned at the last min-
ute, often at a premium price by using Tier 1 versus less expensive Companies at Stage 3
Tier 2 or Tier 3 storage. Networks are deployed or changed manu-
ally as well, and applications are installed on individual systems. can realize substantial
The infrastructure works, but it is relatively expensive, and change benefits throughout the
does not come easily.
infrastructure with cost
Stage 2: Recognition savings, additional capability,
As companies begin to realize the initial benefits with their first
forays into virtualization, they start to look for opportunities more
reduced physical and energy
broadly across the infrastructure.
footprints, and increased
Machine and storage virtualization are still the primary focus; these
technologies are more mature and more easily available for pilot
business agility and
projects and evaluation. But some companies start to look at ap-
plications and the network as well, and begin to pave the way for
resiliency.
more substantial trials.

At this stage, many organizations focus on virtualizing non-production and non-


mission-critical applications to minimize the perceived risk that accompanies any
substantial change in the way computing is done. From a systems management
perspective, virtual systems are considered to be new, special-case systems that
must be accounted for differently from their physical counterparts.

As they mature through this stage, some companies may begin to configure net-
work components manually for better support of virtual machines, and start to
document application packaging standards to enable testing of application package
sequencing.

Stage 3: Virtualized
At Stage 3, companies are more fully committed to virtualization, and have integrat-
ed virtual tools, systems and applications into both development and production en-
vironments across the infrastructure. Along with more regular use of virtualization
in all four dimensions, they have management tools and processes in place to map
physical and virtual assets to business policies and requirements.

Also, companies have broken the dependence between their systems and the un-
derlying physical hardware. For example, storage is now platform independent and
can be deployed and utilized much more efficiently across the business. Network
management tools recognize physical and virtual components, with documented
processes to manage both types of components in an integrated fashion.

More important, companies understand and begin to reap the rewards of the in-
creased stability and flexibility that virtualized environments also bring to produc-
tion and mission-critical environments. The orientation toward virtual systems
changes from trying to justify why a system should be virtualized to implementing
a “virtual first” policy.

INFRASTRUCTURE SERVICES: SEEING THROUGH THE CLOUDS 7


Companies at Stage 3 can realize substantial benefits throughout the infrastruc-
ture with cost savings, additional capability, reduced physical and energy footprints,
and increased business agility and resiliency.

Stage 4: Optimized
Once companies have made a systematic move to virtualization, as in Stage 3, they
have laid a foundation for a more complete transformation of IT infrastructure and
an optimized approach, with multiple virtualization technologies working together.

The transition from Stage 3 to Stage 4 is among the most difficult for an organiza-
tion to make. Note that while organizations at the lower stages can certainly use
external cloud computing services, they will tend to do so in much the same way
that any outsourced data center service is used. There is no mature connection
from an IT service delivery and operations management perspective that seamless-
ly ties this external environment to their internal environment. The change is not
unlike the difference between the first and second U.S. Olympic Basketball “Dream
Teams” from 2004 and 2008. Essentially, moving from Stage 3 to
In such a hybrid Stage 4 is the equivalent of making the transition from having five
star basketball players with matching uniforms running up and down
environment, virtualized the court to having five star players actually playing together on
the court with an intimate understanding of their collective potential
systems and applications when playing as a team.

are moved between Likewise, the various technology and service components of virtu-
alization at this stage are designed to leverage each other’s capa-
public and private bilities synergistically. Each has a part to play in enabling the others
to go further. For example, virtual network components provide a
sections of the cloud common framework upon which the data and storage networks can
operate seamlessly. This network convergence greatly simplifies the
predictively and securely, physical components of the data center network and eliminates the
need for a separate storage network architecture. Components in
with allocations based on the data center at this stage are managed in the same way, regard-
less of whether they are actually physical or virtual in nature.
business need, user pro-
This ”optimized” stage assumes that organizations have a “virtual
files, managed risk and first,” if not a “virtual only,” policy, with proactive deployment of
virtual assets across the infrastructure to meet service level agree-
enterprise cost efficiency. ments (SLAs) and new business requirements. Common standards
and processes maximize efficiency and simplify new deployments.
Resources are allocated dynamically based on standard and new policies.

The results include additional savings, reduced overhead, greater consistency and
faster response to changing requirements. IT at this stage truly becomes a dynamic
enabler and contributor to business efficiency, agility and innovation.

Stage 5: Utility
Through Stage 4, companies typically rely entirely or mainly on internal resources
for IT. But the rise of cloud computing services -- wherein companies can take ad-
vantage of external virtualized resources over the Internet, as well as their own
internal assets -- adds another element entirely. Organizations operating at Stage
5 leverage a combination of proven technology and highly optimized, mature IT
service management processes and methodology. This enables them to manage
external cloud resources in ways that are as seamless and effective as how internal
IT infrastructure is managed.

8 FUTURE OF WORK September 2010


Software as a service (SaaS) over the Internet is the most prominent example of
cloud computing, but infrastructure as a service (IaaS) and platform as a service
(PaaS) are also coming to the fore. With cloud computing, companies can tap public-
ly available resources that are more easily scalable, deployed automatically, priced
according to consumption and purchased more affordably than internal resources
(see “Next Generation Services In a Reset Economy,” page 23). An ecosystem of
cloud-based providers is growing quickly, with the more well-known cloud providers
such as Amazon and Microsoft seeing increased competition from both small- and
large- scale alternatives providing a variety of services.

Companies may not want to rely entirely on public cloud services due to perceived
and actual security and compliance shortcomings, as well as cost concerns. If the
scale of the compute need in question is large enough, public cloud offerings actu-
ally become less cost-efficient.

Drawing a comparison to air travel, there comes a time when it is more cost-effective
to buy your own airplane and fly yourself where you want to go than to purchase
a large number of airline tickets. Organizations facing this challenge can create
private cloud environments with internal resources and integrate them with public
cloud services to create a unified cloud environment. In such a hybrid environment,
virtualized systems and applications are moved between public and private sections
of the cloud predictively and securely, with allocations based on business need, user
profiles, managed risk and enterprise cost efficiency. Again, a highly optimized and
mature IT service management capability is a prerequisite for taking full advantage
of a hybrid environment. The result is an infrastructure that provides maximum flex-
ibility, efficiency and security.

Moving Down the Path


For IT leaders interested in virtualization, there are two fundamental questions to
answer:

● How much of the infrastructure should you or can you virtualize (i.e., which
of the four dimensions should you explore and when)?

● How far should you go in each dimension?

The answers are unique to every organization and will likely change over time as
business needs change, technology continues to evolve and virtualization skills ad-
vance.

The general direction, however, will not change. As the bar keeps rising on IT to be
more efficient, flexible and supportive of rapid business innovation, moving closer
to the utility model will become standard practice. Leveraging our Dynamic IT Infra-
structure Maturity Model can help you advance as expeditiously as possible.

Chris Williams is a Principal Architect within Cognizant Business Consulting’s IT in-


frastructure professional services practice, focusing on virtualization engagements.
He can be reached at Chris.Williams@cognizant.com.

INFRASTRUCTURE SERVICES: SEEING THROUGH THE CLOUDS 9


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