Planning Management Methods Migration to Cloud …

1 Author(s): First MI. Last First MI. Last First MI. Last Month Year Author: Donn K. Kearns December 2017 Planning & Management Methods for Migration to a Cloud Environment The views, opinions and/or findings contained in this report are those of The MITRE Corporation and should not be construed as an official government position, policy, or decision, unless designated by other documentation. 2018 The MITRE Corporation. ALL RIGHTS RESERVED. Approved for Public Release; Distribution Unlimited. Case Number 17-4029 Department No.: T863 McLean, VA i This page intentionally left blank. ii Executive Summary The purpose of this document is to introduce and describe a set of high-level Planning and Management concepts and approaches to support efforts to migrate a data center ( , services, applications and data) to a Cloud -based architecture.

2 It identifies and introduces a variety of best practice Management approaches to help a project manager begin the Planning process and to manage key aspects of its execution and operation. While it is focused on Cloud Migration activities, much of the content is applicable to Planning any large-scale, complex Information Technology (IT) transformation. The primary target audience is an organization or a team who intends to migrate its data services from a local data center to a Cloud environment but may not be experienced in Planning such a large-scale Migration . It is not aimed at qualified acquisition program managers who are trained, certified, and experienced in such activities.

3 Further, it is not a technical document, and does not address the technical aspects of Migration activities. This document was written and is maintained by the Computing Infrastructure and IT Service Management Department (T863) within the MITRE Infrastructure and Engineering Technical Center (T860). Within this Center, the Computing Infrastructure and IT Service Management Department (T863) is available for consultation on any initiatives that may utilize or depend on its core capabilities. iii This page intentionally left blank. iv Table of Contents 1. Purpose and Scope .. 1 2. Introduction to Cloud Computing .. 2 3. Planning Approaches.

4 5 5 Gap/Redundancy Analysis .. 9 Analysis of Alternatives (AoA) .. 10 Plan of Actions and Milestones (POA&M) .. 11 4. Planning Considerations .. 11 Strategy (WBS ) .. 12 Implementation (WBS ) .. 13 Acquisition (WBS ).. 15 Performance (WBS ) .. 16 Resources (WBS ) .. 16 Transition (WBS ) .. 17 Security/Privacy (WBS ).. 17 5. Processes .. 17 6. Technology .. 19 7. Data .. 22 8. Governance .. 23 9. Facilities .. 24 10. Organizational Impacts .. 24 11. Summary .. 26 Attachment 1. Analysis of Alternatives (AoA) Process .. 27 Attachment 2. Analysis of Alternatives (AoA) Example .. 31 Attachment 3. Planning Checklist.

5 37 Attachment 4. References .. 43 Attachment 5. List of Acronyms .. 45 v List of Tables Table 1. ITIL Framework .. 8 Table 2. P3M3 Process Areas .. 9 Table 3. Risk Level Assessment .. 14 Table 4. Threats and Impacts .. 14 Table 5. Processes WBS .. 18 Table 6. Notional RACI Chart .. 25 Table 7. Assessment Criteria and Associated Metrics (Examples) .. 28 List of Figures Figure 1. Cloud Services .. 4 Figure 2. WBS Framework .. 7 Figure 3. Planning WBS .. 11 Figure 4. Technology WBS .. 20 Figure 5. Assessment Process .. 27 1 Planning and Management Methods for Migration to a Cloud Environment 1. Purpose and Scope Migrating to a Cloud environment, or any other large-scale IT transformation, is a highly complex undertaking.

6 It requires significant upfront thought and in-depth Planning to ensure effective resource use and risk Management , on-time and within budget implementation, and ultimately operational success. Without a standardized approach to Planning ( , a Planning template), each organization must independently create its plan from scratch. Such an approach is inherently inefficient, slow, and duplicative of similar work done elsewhere. In addition, it may not fully leverage lessons learned and/or best practices from other activities, and may be risky due to possible oversights. This problem is compounded if personnel in charge of the Migration are not experienced in Planning complex IT projects.

7 This document describes ways to develop an effective and efficient Planning approach, and helps provide a roadmap for an inexperienced team. Its purpose is to introduce and describe a set of high-level Planning and Management concepts and approaches to support efforts to migrate a data center ( , services, applications and data) to a Cloud -based architecture. It identifies and introduces a variety of best practice Management approaches to help a project manager begin the Planning process and to manage key aspects of its execution and operation. While it is focused on Cloud Migration activities, much of the content is applicable to Planning any large-scale, complex Information Technology (IT) transformation.

8 It identifies a broad list of considerations to help federal organizations jump-start their Planning process. It is generic in nature because it is not focused on a specific customer or solution, but rather on high level concepts and factors to help ensure important Migration issues are not overlooked. In reviewing them, if a given concept/factor is not applicable after consideration, it can be discarded. If it is applicable, however, the implementing organization needs to assess its impact, define a plan to address it, and then manage the plan. This is not a technical document. Rather, it focuses on the Planning and Management aspects of a Migration and not the technical aspects.

9 The primary target audience is an organization or a team who may not be experienced in Planning Cloud Migration or other large-scale IT projects. It is not intended for qualified acquisition program managers who are trained, certified, and experienced in such activities. It assumes (and therefore does not address) that organizational leadership has made the decision for such a consolidation/ Migration . It further assumes the reader is familiar with the basics of data center operations and Cloud computing. 2 2. Introduction to Cloud Computing Operating in a very dynamic and cost-constrained environment, the Federal Government must respond continually to operational challenges such as changing/evolving requirements; optimizing, operating, sustaining, and replacing outdated and costly IT; and addressing ever-increasing security and privacy threats.

10 Often, federal organizations must leverage new IT capabilities to address these challenges. Although technologies can provide effective, efficient, and timely solutions, the availability of the necessary resources ( , funding) to address them is typically limited and increasingly constrained. Given this environment, the Federal Government is seeking to provide best practices and guidance on using IT to better achieve operational objectives while reducing risks and costs. Federal guidance, such as the Office of Management and Budget s (OMB) Data Center Optimization Initiative (DCOI)1, seeks to transition IT operations to a more efficient infrastructure by leveraging technology advancements such as Cloud services.