JP Morgan Data Center Technology Town Hall 2008
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Transcript of JP Morgan Data Center Technology Town Hall 2008
Global Technology InfrastructureGlobal Technology Infrastructure
Data Center Technologies Town HallData Center Technologies Town Hall
January 30January 30thth, 2008, 2008 v1.0F v1.0F
Data Center TechnologiesData Center Technologies 2
AgendaAgenda
2008 DCT Game Plan John Napier
Welcome John Napier
Agenda Topic Presenter
Business Management / Risk & Resiliency David Johnson
Data Center Operations Mike Gotimer
Enterprise Computing Services Doug Rennie
Regional Management - EMEA Andy Maxey
Questions & Answers --
10 minutes
Time
25 minutes
5 minutes
10 minutes
10 minutes
10 minutes
5 minutes
2008 DCT Promotions & Recent Appointments John Napier 10 minutes
Architecture / Infrastructure Technology Management
Adam Richards / Otto Noack
5 minutes
Data Center TechnologiesData Center Technologies 3
WelcomeWelcome&&
Review of Firm’s ’07 Review of Firm’s ’07 ResultsResults
John NapierJohn Napier
January 2008 DCT TownhallJanuary 2008 DCT Townhall
Data Center TechnologiesData Center Technologies 4
Review of 2007 Financial HighlightsReview of 2007 Financial Highlights
2007 Full Year Financial Highlights
Record earnings of $15.4B on record revenue of $74.8B
Record EPS of $4.38 up 15% from 2006 on continuing operations
Return on tangible common equity of 23%
Total credit reserve increased by $2.3B to $10.1B
Wholesale credit reserve strengthened by $769MM to $4.0B; 1.67% of loans
Consumer credit reserve strengthened by $1.5B to $6.1B or 2.01% of loans
Maintained strong Tier 1 capital ratio of 8.4% (estimated)
4Q07 Financial Highlights
Earnings of $3.0B on revenue of $18.3B
EPS of $0.86, down 21% from 4Q06 on continuing operations
Data Center TechnologiesData Center Technologies 5
FY 2007 Managed ResultsFY 2007 Managed Results
Data Center TechnologiesData Center Technologies 6
4Q’07 Managed Results4Q’07 Managed Results
Data Center TechnologiesData Center Technologies 7
20082008DCT Game PlanDCT Game Plan
John NapierJohn Napier
January 2008 DCT TownhallJanuary 2008 DCT Townhall
Data Center TechnologiesData Center Technologies 8
2008 Key DCT Themes & Financial Goals2008 Key DCT Themes & Financial Goals
Increased standardisation across products and processes Significantly reduce problems and improve/automate technology resiliency/failover Innovate with new technology & scale-up (Carlstadt, Belleville, Sydney, Site
Consolidations, MF2010) Optimisation of assets and automation Drive increase in efficiency, utilising automation and faster cycle times (i.e. server
installs) with improved quality of end-to-end process Reduce cost and maintain focus on quality and control Continued excellence in people development, diversity, skill acquisition, and
reward/recognition
ThemesThemes
FinancialsFinancials
Data Center TechnologiesData Center Technologies 9
2008 Key DCT Metrics2008 Key DCT Metrics
Service Delivery Project Execution
Financials / Controls People Development
’08Target
’08Target
80%
100%
Drive an average of 20-40 hrs of appropriate Training to DCT Employees
Goals, Development Plans, and Direct & Actionable Mid-year / Year-end Reviews Completed
’08Target
On time,
within Budget and
within scope
ECS: Somerset Exit, MF2010, SBPlex Resiliency
DCO: Carlstadt, Belleville, Sydney, TPrime
SDCM: 4,000 Servers Migrated, 7 DCs exited
Asset Optimisation, Sustainability and Utilisation
Establish Merger Playbook
’08Target
+/-3%
$33MM
Monthly & Full-year Budget Actuals to Plan Variance
CSAs/SOX/Risk Action Plans completed on time (original date pre-extensions)
Close Financial Plan Gap to Target
95%
’07Baseline
Internal/External Audit (inclu. SAS70s) issues identified during prior CSA/SOX testing
95%
33
30%
Reduce P1S1 Volume by 20%
Improve Production Change Success
Reduce P2/P3 Volume by 30%
99.85%
41
--
99.77%
90(by Q4)
Improve ATTR (P1S1s) – mins. 119(‘07 avg)
50% Deliver Metrics Training to DCT
Employees
Data Center TechnologiesData Center Technologies 10
Data CenterData CenterOperationsOperations
Mike GotimerMike Gotimer
January 2008 DCT TownhallJanuary 2008 DCT Townhall
Data Center TechnologiesData Center Technologies 11
2008 Key Themes & Financial Goals – DCO2008 Key Themes & Financial Goals – DCO
Project Execution: Builds - Carlstadt, Belleville, 340 McCoy, NOCV, MCC, CDC Restack; 7 Exits, 2,200 SDCM Migrations, 1 Workflow Toolset Prime, 1 DCO Monthly Report
Controls: T+1 Tape Handling with <1% internal break rate, 1 Tape Tracking System (ETRS) with a continuation of C2B, R2C Phase II/III and the Failed Drive Program
Focus on RSO Locations: migration to strategic DC’s over 2,200 servers, 300+ sites People Development via Skills Assessment and Rotational Assignments DC Sustainability and the Syracuse DC Working LAB Programs Focus on Project Mgmt and Key Metrics leading to staff reallocation and saves
ThemesThemes
FinancialsFinancials
Data Center TechnologiesData Center Technologies 12
2008 DCO Project Execution2008 DCO Project Execution
Q2’08 Q3’08Q1’08 Q4’08D
ata
Cen
ter
Builds
Stra
tegi
c D
ata
Cen
ter
Mig
rati
ons
Aug 15: Belleville Production Ready
(65K sq.ft.)
Sep 2: Carlstadt Production Ready
(120K sq.ft)
Jul 15: 340 McCoy Production Ready
(4 Containers)
TPrime Rollout
3CMC Media Bunker: Tape Migration
Complete
June 30: NOC5 Production Ready
(2 Containers)
1201 N. Market (DE) Exit
4NYP 7th Flr. Exit
IBM North Harbour (UK) Exit
1111 Fannin 9th Flr. Exit
73 Tremont Exit
10 Aldermanbury (UK) Exit
London Wall (UK) Exit
Data Center TechnologiesData Center Technologies 13
2008 DCO Service Stability Plan2008 DCO Service Stability Plan
Improve Customer Experience with the installation of PRIME - globally One Toolset, One Process Define & track exceptions on ‘hard demand’ submission within 90 days (partnering w/ ICP) Based on 2007 end to end review, the target for rack mounted install will move to 10 days Track delivery to commitments made for custom/free standing installations
Enhance Capacity Management Metrics Enhance metrics to allow more detailed view of demand trending (historical, forecast, and
actual PRIME’s) vs. power/space/rack unit capacity Working with CREGS – enhance allocated to actual metrics to demonstrate use of built data DCS reporting on server utilization & mapped to power allocation to ensure sweating of assets
Reduce Control Issues and Improve Operations of RSO Locations CSA for all DC and RSO sites under management with improvement programs Apply consistent processes across all sites and expand to LOB managed sites Drive the migration of work out of RSO sites and into strategic sites
Implement the Core 2 Bunker and Remote 2 Core Program – Phase II/III Reduce risks of lost data Speed the delivery of restoring data Continue Failed disk and shredding program
DCO Service Stability Plan
Data Center TechnologiesData Center Technologies 14
2008 Key Metrics – DCO2008 Key Metrics – DCO
Service Delivery Project Execution
Financials / Controls People Development
’08Target
’08Target
’08Target
100%
100%
Deliver 2008 Planned Data Center Builds: 200,000+ Raised Sq. ft.
Execute on the forecasted 2,200 migrations to support DC strategy
Exit 7 Data Centers in 2008
100%
’08Target
80%
10%
Complete skills assessment & target individual programs for staff
Job Rotations
15%
$12+MM
Reduce Third Party Vendor obligations associated with Tape
Realize reduced expenses associated with Site Consolidations
95%
95%
Accuracy of Install/Decom. Demand Volume to Forecast
Reduce Problem Tickets via analysis, preventative programs & elimination
Accuracy of Install/Decom. Demand - % Forecast submitted
10%
Improve average number of days to install a server
10 Days
Data Center TechnologiesData Center Technologies 15
EnterpriseEnterpriseComputing ServicesComputing Services
Doug RennieDoug Rennie
January 2008 DCT TownhallJanuary 2008 DCT Townhall
Data Center TechnologiesData Center Technologies 16
2008 Key Themes & Financial Goals – ECS2008 Key Themes & Financial Goals – ECS
Service Delivery Improvement to the Business
Key Program Management Execution (Somerset Exit, North Harbour Exit, MF2010, Software Rationalization Program, iSeries Consolidation)
Efficiency Agenda (Resource Strategy, Demand Reduction with LoBs)
Product Governance and Financial Transparency
ThemesThemes
FinancialsFinancials
Data Center TechnologiesData Center Technologies 17
2008 ECS Project Execution2008 ECS Project Execution
Q2’08 Q3’08Q1’08 Q4’08
LOB E
vents
Con
solidat
ions
Soft
war
e R
atio
nal
izat
ion
Pro
gram
Everg
reen
MR2-07 Implementations
MR1-08 Implementations
ER207B ‘Go-Live’
PB Rehost Complete
IWP: STAR ‘Go-Live’
ER108 ‘Go-Live’
Collegiate Funding ‘Go-Live’
Vision Drive Tape Media Clean up
Somerset HP Decom. Complete
Somerset: ECS Equipment
Install Complete
Somerset Mainframe Migration ‘Go-Live’
Somerset Site Exit
Automon/RDO to ASG CATS Conversion
Compuware Exit
Diversified JobScan Conversion to CA-
JCLCheck
MOBIUS US Exit
Convert BMC
Mainview Monitors to Omegamon
Convert BMC AutoOperator to IBM SA/ZOS
BMC Data Accelerator to IBM SMS
Network: Remediate HODS
Network: Remediate 3745s, SNAsw
CHF: z/OS 1.7 Upgrades Complete
CMCz Production Cutover
HP OpenVMS Site Consolidation: ‘Go-Live’
HP OpenVMS IDSS-G ‘Go-Live’
Cast Manager Stratus: Decom. Complete
HP OpenVMS Site Consolidations: Ph2 ‘Go-Live’
File App. Server: Implement Perf. Application on OVMS System
Data Center TechnologiesData Center Technologies 18
2008 ECS Service Improvement Plan2008 ECS Service Improvement Plan
Service Delivery Improvement will be ECS’s #1 Objective
A formal program structure is being established & will be led by Barry Scheetz and Mary Kropczynski
Goal of program is to significantly improve service delivery to the businesses by reducing P1S1s, MTTR, & Customer Impacts
Implementation items will be cross-ECS to ensure consistency and effectiveness of execution
Program deliverables to be communicated in February
ECS Service Improvement Plan
Data Center TechnologiesData Center Technologies 19
2008 Key Metrics – ECS2008 Key Metrics – ECS
Service Delivery Project Execution
Financials / Controls People Development
’08Target
691K
30
Reduce # of External Customer Impacts
Reduce P1S2 Volume by 20%
Reduce P1S1 Volume by 20%
11
’08Target
’08Target
90%
100%
Key Projects completed on time and on budget
PM Feedback – Projects w/ survey responses
Project Governance - Projects w/ monthly governance meetings
100%
’08Target
’07Baseline
987K
37
14
100%
4
Goals, Development Plans, and Direct & Actionable Mid-year / Year-end Reviews Completed
FTEs engaged in zUniversity program
+/-3%
100%
Monthly & Full-year Budget Actuals to Plan Variance
Risk Action Plans closed on or before original due date
Recover all Products on a full year basis
90%
Data Center TechnologiesData Center Technologies 20
RegionalRegionalManagement:Management:
EMEAEMEA
Andy MaxeyAndy Maxey
January 2008 DCT TownhallJanuary 2008 DCT Townhall
Data Center TechnologiesData Center Technologies 21
2008 Key Themes & Financial Goals - DCT EMEA2008 Key Themes & Financial Goals - DCT EMEA
Improve the stability, resiliency and predictability of service delivery; inclu. 24X7 onsite support for all UK Data Centres
Exit of North Harbour DC and build out of in-house Tape Bunker at Basingstoke Consolidation to new i570/DS8300 environment & deployment of z/Linux Roll out integrated TPrime toolset under ITAM SDCM: decommissioning & removal of 973 servers, install 420 servers & forklift 285 servers Software Rationalisation and Standardisation DC Optimization: instigate best-in-class power efficiency ratings across data centers Evergreen Deployments: z/OS, Adabas, MQ, CA-Spool, NDM, XCOM, CICS Web, NPP, etc.
ThemesThemes
FinancialsFinancials
Data Center TechnologiesData Center Technologies 22
2008 EMEA Project Execution2008 EMEA Project Execution
Q2’08 Q3’08Q1’08 Q4’08
Med
ia
Libra
rySD
CM
24 x
7
Suppor
t
DCO
NH
BR
SRS
&
SM/S
AiS
eri
esz/
Linux
ECS
Basingstoke Media Library Construction Complete
Media Movement Complete
North Harbour Application Exit
Complete
10 Aldermanbury Application Exit Complete
London Wall Application Exit Complete
24 x 7 Live33% Staff Accredited
66% Staff Accredited
Site ReadyNorth Harbour Exited
iSeries Infrastructure
Ready
Production Ready StatusOmegamon, MQ, and NDM Production Deployments
Commence
North Harbour Exited
TADDM Deployed
Refresh Complete
Omegamon z/OS and CICS Live
VPS, $AVRS, and ViewDirect Migrated
Omegamon MQ, DB2 and Networks Live
Data Center TechnologiesData Center Technologies 23
2008 Key Metrics - DCT EMEA 2008 Key Metrics - DCT EMEA
Service Delivery Project Execution
Financials / Controls People Development
’08Target
2,369
195
Reduction of Problem Tickets by 20% (no more than 12 P1Sx)
Improve Production Change Success
Improve ATTR (P1S1s) by 30% - Mins.
99.85%
’08Target
’08Target
6/08
7/08
North Harbour Exit (application)
iSeries Consolidation/Migration
Basingstoke Media Library
11/08
’08Target
’07Baseline
2,961
278
99.7%
100%
100%
Objectives and Development Plans in PMC & agreed by end of February
All Staff to have Two Appraisal Reviews
$5MM
>$5MM
Deliver on Regional EMEA Productivity
Plan Reduction Target(BAU & Initiatives)
Data Center TechnologiesData Center Technologies 24
Architecture /Architecture /Infrastructure Infrastructure
Technology ManagementTechnology Management
Adam Richards / Otto NoackAdam Richards / Otto Noack
January 2008 DCT TownhallJanuary 2008 DCT Townhall
Data Center TechnologiesData Center Technologies 25
2008 Key Themes – Architecture / ITM2008 Key Themes – Architecture / ITM
Leadership role for the GTI architecture forum (AF) Leverage the strategic technology themes to produce an integrated, multi-year GTI
technology plan Facilitate cross-tower architectural planning; produce reference architecture designs Advise the GTI management team on project/investment prioritization Engage the firm-wide AB to ensure alignment with LoB requirements Engage the EB to turn architecture designs into engineered solutions Cultivate relationships with key technology suppliers; influence product development
Themes - ArchitectureThemes - Architecture
Themes - ITMThemes - ITM
Continue to provide basic infrastructure technology governance Renovate the Engineering Board: membership, meeting format and content, focus Commitment to develop enterprise-wide solutions: focus areas determined on 2/27 Drive cost/energy efficiencies through the Optimization steering committee Host EB technology briefing series: timely, relevant topics by industry leaders Innovation leadership: IT industry research
Data Center TechnologiesData Center Technologies 26
BusinessBusinessManagement / Management /
Risk & ResiliencyRisk & Resiliency
David JohnsonDavid Johnson
January 2008 DCT TownhallJanuary 2008 DCT Townhall
Data Center TechnologiesData Center Technologies 27
2008 Business Management / Risk & Resiliency Themes & Metrics2008 Business Management / Risk & Resiliency Themes & Metrics
Enhance DCT metrics to include predictive/projected modeling
Implement a Balance Scorecard for DCT Optimise the Global Business
Management Agenda to deliver efficient products and services
Market, internally and externally, the successes of and the challenges overcome by the DCT organisation
Themes Metrics
BusinessManagement
Risk & Resiliency
Maintain fundamental control and risk focus for operations (CSA, SOX)
Improve accuracy of action plan timeline to close issues (Audit, CSA, SOX)
Ensure all projects are built in compliance with all IT Risk policies and standards (Secure from the Start)
Perform operation and control threats/vulnerability assessments and deep dive risk reviews
Implement risk monitoring utilities (ESM) and remediate exceptions
’08Target
100%
>95%
CSA/SOX tests, in all cycles, completed on-time
Pre-identification of issues raised by non-DCT reviews
Action plans completed on/before their original due date
>95%
Open SOX SAD items by the end of 2008
0
Major projects assessed against SFTS by 4Q’08
100%
>90%
<1%/2%
Monthly effort and cost efficiency coverage
Delivery on new productivity
Monthly and End of year resource actuals versus forecast/plan
$20MM
>90% Execute on communication events
across DCT, within group and region (completed)
Data Center TechnologiesData Center Technologies 28
2008 DCT VP & Associate Promotions 2008 DCT VP & Associate Promotions
Matthew Aldridge Thomas Farruggia Bernard George Donald Hunker Robert Jones Jeff Lang Paul Mason Laila Sholy Michael Trakan Darryl Wylie
Vice President
DCO SDCMECS
Patrick Androsik Joseph Franze Clifford Gerber Douglas Greenleaf Martin Hastings Sherill Holston Jr. Robert Husted Dave McFadden
Jill Alves Sandi Robbins
Jereme Buuck Gary Chapman Kimberly Delaney Mark De Villiers Michael Murdoch John Oliver
Associate
DCO ECS
Babar Ahmad Simon Casey Sandra Hague Catherine Hall Nathaniel Hurley Octavia Ratliff Jason Warner
Shaikh Qadeer Tyler Rigby Cynthia Smith Terrence Vickers James White Robert Wilkerson
Anthony J Montera Jeffrey Osick Stephen Rees James Schleter Thomas Skeen Mohammed Khalil
Ullah Joseph Varanelli
Data Center TechnologiesData Center Technologies 29
2008 Key Appointments2008 Key Appointments
Welcome Sunil Khatri -- new head of Data Center Technologies, Asia
Pacific effective February 1, 2008.
Data Center TechnologiesData Center Technologies 30
2008 DCT People Agenda Calendar2008 DCT People Agenda Calendar
Data Center TechnologiesData Center Technologies 31
Q&AQ&A
January 2008 DCT TownhallJanuary 2008 DCT Townhall