Microsoft Core IO Questionnaire - Overview Only
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Transcript of Microsoft Core IO Questionnaire - Overview Only
Microsoft Core Infrastructure Optimization Questionnaire
Microsoft Core Infrastructure Optimization Questionnaire
The Microsoft Core Infrastructure Optimization ROI tool was developed independently by leading IT research firm IDC and leading ROI tool developer Alinean. Researching top IT performers it was found that simplifying, standardizing and managing the distributed computing infrastructure (client computers and servers) a specific way can help companies reduce IT spending optimize service levels and drive important business improvements.This analysis tool helps organizations assess their current optimization regarding infrastructure operations practices and analyze current distributed computing total cost of ownership. Customer InformationName:______________________________________________
Title:______________________________________________
Company Name:______________________________________________
Company Address:______________________________________________
______________________________________________
City, State/Province:______________________________________________
Zip/Postal Code:______________________________________________
Country:______________________________________________
Phone Number:______________________________________________
E-mail Address:______________________________________________
Questionnaire Organization Profile
What is the name of the group for which this analysis is being conducted (entire organization or group name)? _________________________________________
What is the closest matching industry for the organization being analyzed? (Select one)
__Aerospace & Defense__Agriculture Forestry & Fishing__Automotive__Banking
__Chemicals__Civilian Government__Construction & Engineering__Consumer Products __Education (Higher/Univ.)__Education (Primary/Secondary)__Energy__Federal / Central Government
__Financial Services__Healthcare__High Tech Software & Hardware
__Hospitality__Insurance__IT Services__Manufacturing
__Media / Entertainment__Mining & Natural Resources__Non-Profit Organization__Other / Combination__Pharmaceuticals__Public Sector__Regional / State / Local Government
__Retail__Service Provider / Prof. Services__Telecommunications__Transportation & Logistics
__Travel__Utilities__Wholesale & DistributionWhat is the primary geographic location of the organizations user sites and data / service centers? (Specify country name)________________________________________What are the primary site locations for the organizations data centers and PC support organizations? (Select one) __Rural__Suburban__Urban__Metropolitan__Other / Combination Note: The primary location of the company or organization's data centers and is used to help scale key metrics in the tool, particularly relating to default salary figures as salaries are normally higher in urban vs. rural settings. Metropolitan should be defined as a central city with densely populated surrounding areas with combined population of 250,000 or greater and density greater than 1000 people per square mile. Urban should be defined as a central city populated in a wide-reaching surrounding area with combined population of 250,000 or greater but density less than 1000 people per square mile. Suburban should be defined as having a population of 2500 to 249,999 and adjacent to a metro or urban area. Rural should be defined as having a population of 2500 - 249,999 and not adjacent to a metro area. Current (As Is) User Profile
How many users does the IT organization support? _________Internal __________External Note: Specify the total number of internal users that the IT organization supports, and which is part of the scope of the proposed project. Includes full-time employees, part-time employees and contract workers (converted to full time equivalents)
What is the estimated annual growth in number of users (if any - starting in year 2)? ________Internal __________External Note: Specify the compound annual growth in the number of users expected over the analysis period, starting in year 2. This percentage is used to drive growth in costs in later years for current environment, proposed environment and benefits growth.
Specify the following information about the PC users in the organization. The average annual burdened salary includes base salary, incentive pay, overtime pay, but not taxes and benefits.
Current Internal User Profile Percentage of Total UsersAverage Annual Burdened Salary
High performance workers%
Knowledge workers%
Structured task workers%
Data entry workers%
Other%
Note: Average annual burdened salary includes base salary, incentive pay, overtime pay, taxes and benefits. High performance workers are those who use specialized high-powered workstations, and often multiple systems, and specialized business applications to perform their tasks. These users include financial analysts, researchers, engineers, scientists, multi-media developers.
Knowledge workers collaborate on, develop, aggregate, supplement and distribute information throughout an organization, and to customers and partners. Knowledge workers use regular to high end PCs, personal productivity and business applications to perform their unstructured tasks. Knowledge workers can include executives, managers, supervisors, business analysts, marketing managers, product and project managers, finance and accounting managers, human resources managers and other managers, supervisors or professionals.
Structured task workers are part of the workflow in a set business process, performing specific and structured tasks in that process. This can include for example, human resource, accounting, accounts payable and accounts receivable managers.
Data entry workers are responsible for entering information into computer systems. These include order data entry clerks.
Other are any other PC / client computer users who do not match a profile specified prior.
Current User Location Profile *Percentage of Total Users
Road warriors%
Note: Road warriors are workers who perform the majority of their work, and spend the majority of their time away from corporate offices - while traveling, at hot-spots, at customer and partner sites. These can include outside sales representatives, training specialists, consultants, project managers, and partner relationship managers.Current (As Is) Client Computer ProfileSpecify the current (as is) profile for the PC desktop and laptop / notebook / tablet computers.Current PC Profile *Total Number of PCsAverage Annual Replacement PCs (% of total)
Current number of desktop PCs%
Current number of laptop / notebook PCs%
Specify the current (as is) operating system profile for the specified PC desktop and laptop / notebook / tablet computers.PC Operating System Profile *PCs (%)
Microsoft Windows Vista or Windows 7%
Microsoft Windows XP SP2%
Microsoft Windows XP%
Microsoft Windows 2000 Pro%
Microsoft NT4 Workstation and Windows 95/98%
Non-Microsoft Client Computers%
Note: The percentages of PCs (of the total PCs) which are currently running the indicated operating systems and are included as part of this optimization project.
Specify the current (as is) census information for thin clients (if installed and in-scope for this analysis)
Thin Client ProfileTotal Number of Thin Client ComputersAverage Annual Replacement Thin Clients (% of total)
Total number of thin client computers %
Note: The current number of thin client computers under management and within the scope of this project, and the average annual percentage of installed thin clients which are replaced / upgraded per year.
Specify the current (as is) census information for handheld mobile devices (if in-scope for this analysis)Mobile Messaging Device ProfileTotal Number of Mobile Messaging DevicesAverage Annual Replacement Mobile Messaging Devices (% of total)
Microsoft Windows Mobile messaging devices%
Other mobile messaging devices%
Note: The current (as is) profile of mobile devices including Windows Mobile, Blackberry and other advanced data oriented mobile devices used for messaging and collaboration, internet access, and business applications. The profile information is used to drive the current TCO for managing and supporting these devices, and assess the opportunities for improvement. The number of Windows Mobile messaging devices currently used by this user group and under IT management and support, and the average annual replacements, set by default to be a two year cycle per device. By default, 20% of all users have a device, plus one additional device for every road warrior. The number of other advanced mobile messaging devices such as Blackberrys currently used by this user group and under IT management and support, and the average annual replacements, set by default to be a two year cycle per device. By default assumes that the company is standardized on Windows Mobile messaging devices for lower cost of ownership and to take advantage of the installed Microsoft infrastructure.
Current (As Is) Infrastructure Server Profile
Specify the profile for the servers providing key infrastructure services for these users and client computers.
Infrastructure Server Profile File / Print Servers Directory / Networking Servers Security Servers Messaging and Collaboration ServersOther Core Infrastructure Servers
Windows NT and 2000 servers
Windows Server 2003 servers
Windows Server 2008 servers
Linux servers
UNIX servers
Other servers
Note: The current number of infrastructure servers supporting the users and client computers as follows:
File servers are used to store documents in a secure manner. Print servers are used to queue user documents for printers. Exclude network-attached storage (NAS) and share collaboration servers (such as SharePoint servers).
Directory servers such as Windows NT 4 domains and Active Directory, as well as networking servers such as DHCP, DNS, and WINS (excludes networking infrastructure such as routers, hubs and switches).
Security servers include firewall (for example ISA), RADIUS and virtual private network (VPN) servers. By default set to Windows Server 2003 server with the minimum of one per site or one for every 200 users.
Messaging and collaboration servers provide e-mail, calendaring, messaging and contact services for users through Microsoft Exchange or other messaging / collaboration server. By default set to Windows Server 2003 server with the minimum of one per site or one for every 200 users.
Specify the additional profile information for the servers.
Additional Server Profile InformationFile / Print ServersDirectory / Networking ServersSecurity ServersMessaging and Collaboration ServersOther Core Infrastructure Servers
Percent annual growth in number of servers%%%%%
Percent currently clustered%%%%%
Note: Specifies additional profile information about the servers including the compound annual percentage growth in the number of servers and the percent which are currently configured in fault - tolerant / clustered configuration.
Which best describes the current data center environment (select one)?
___ Distributed in data centers and business units
___ Distributed but in data centers
___ Consolidated in a few data centers
___ Very consolidated
Note: Specifies the organization of current data centers whether distributed in data centers and business units; distributed, but in data centers; consolidated in a few data centers; or very consolidated.
Current (As Is) Storage Profile
Specify the server DAS and NAS / SAN networked storage for the following workloads (in total):
Current Storage ProfileFile / Print ServersDirectory / Networking ServersSecurity ServersMessaging and Collaboration ServersOther Core Infrastructure Servers
Total storage (in GB)
Percentage of networked storage (versus DAS)%%%%%
Note: Specifies the total storage in GB for all of the servers. Set by default to the greater of 10GB per server, or 100MB per user (5MB per security server and 500MB for messaging servers).
Note: For this storage, the percentage of networked versus DAS storage (set by default to 0% = all DAS storage).Current (As Is) Networking Profile
How much annually is spent on WAN networking fees between main sites and branch offices? ___________ Note: Annual WAN connectivity costs for remote / branch offices. Includes the annual cost for bandwidth, annual incremental investments in hardware to support growth, and annual maintenance and support costs for hardware. Defaulted to the cost of a conservative T1 line per remote / branch office at $800 per site per month, and an additional $250 per site per month in growth, maintenance and support costs.
How much is spent annually on dedicated security hardware (not included in security servers above) for VPN, firewalls for offices? ___________
Note: Annual spending on security hardware and VPN for branch offices, including VPNs and firewalls. Costs should include amortized hardware costs and any associated annual fees. Defaulted to $100 per PC or laptop computer user.Current (As Is) Site ProfileHow many main sites are supported and considered a part of this analysis (headquarters / campus / main office locations)? ________
Note: For the scope of this analysis, the number of company / organization main office (not branch) sites where the supported servers and users are located including headquarters, central sites, regional offices and campus locations (excluding branch and satellite offices / SOHO offices).
How many branch sites are supported and considered a part of this analysis (satellite, branch / remote offices / locations)? ________
Note: For the scope of this analysis, the number of branch sites where the client computers, PCs, servers and users are located including satellite, branch / remote offices. Excludes main and campus office locations. Usually satellite / branch offices do not have dedicated IT staff, requiring higher costs for support / management. When in doubt of whether a site is a branch office or central office, specify the site as a central office. How many different countries and regions are currently supported? ________
Note: For the scope of this analysis, the number of unique geographies, in particular geographies requiring a different language and a different work team support.How many unique business units are currently supported? ________
Note: For the PCs in this analysis, the number of unique business units supported. Examples of business units include sales, marketing, customer service center, field service, finance and accounting, product development, procurement, manufacturing, and human resources.
What percentage of the sites are supported by local IT versus IT resources that need to travel on-site to perform support? __________
Note: For the PCs in this analysis, the percentage of client computers / users which are supported by local IT staff versus those where staff is not local, relying instead on remote IT resources. Often these resources spend time traveling to provide local support.
Does this organization have a software assurance agreement with Microsoft covering the following?*
_____Yes_____No Windows Server OS Licenses
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for Windows Server OS Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed Windows Server OS Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
_____Yes_____No Windows Server CAL Licenses
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for Windows Server CAL Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed Windows Server CAL Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
_____Yes_____No Windows Exchange Server OS Licenses
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for Windows Exchange Server Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed Windows Exchange Server Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
_____Yes_____No Windows Exchange Server CAL Licenses
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for Windows Exchange CAL Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed Windows Exchange CAL Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
_____Yes_____No Windows System Center
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for System Center Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed System Center Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
_____Yes_____No Windows System Center CAL Licenses
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for System Center CAL Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed System Center CAL Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
_____Yes_____No Windows Vista / Windows 7 Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for Windows Vista or Windows 7 Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed Windows Vista or Windows 7 Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link._____Yes_____No Microsoft Desktop Optimization Pack for SA
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement that covers MDOP.
_____Yes_____No Microsoft Office
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for Microsoft Office. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed Microsoft Office Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
_____Yes_____No Microsoft SQL Server
Note: Specification as to whether organization is covered under a Software Assurance / Enterprise Agreement for Windows SQL Server Licenses. Specifying Yes will mean that the model does not apply a specific cost to the incremental purchase of needed Windows SQL Server Licenses. Costs for Software Assurance can be set on Solution Selection / Software Assurance link.
FTE Profile
How many FTEs are there doing the following functions in managing the core infrastructure (core servers, PCs and client computers, networking):Total in-house ______ FTEs
Total contract labor ________ FTEs
Outsource managed services contracts cost (if any) ________ Server management
Total in-house ______ FTEs
Total contract labor ________ FTEs
Outsource managed services contracts (if any) ________PC / Client management
Total in-house ______ FTEs
Total contract labor ________ FTEs
Outsource managed services contracts (if any) ________Service Desk
Total in-house ______ FTEs
Total contract labor ________ FTEs
Outsource managed services contracts (if any) ________Number of service desk calls per month _______
Tools management
Total in-house ______ FTEs
Total contract labor ________ FTEs
Outsource managed services contracts (if any) ________Copyright 2001- 2009 Alinean, Inc. All rights reserved 1Copyright 2001- 2008 Alinean, Inc. All rights reserved Page 2 of 8