1. Cloud Enablement – Concepts, Techniques
and Core Strategy

2. Table of Contents
Overview & Key Definitions1
The Cloud Explained2
Primary Enablement Strategy3
Program & Project Control4
Summary5

3. Overview & Key Definitions
What is The Cloud?
– The Cloud is the use of both hardware and software computing resources that are
delivered as a service over a network (typically the internet).
What is Cloud Enablement?
– It is the process of converting and modernizing existing infrastructure and software
resources to conform to a Cloud deliverable set of services
– Enablement to conform to a cloud type delivery is a multi-facetted process that requires a
fundamental paradigm shift in the manner and way current services are maintained and
exposed to the end user
– Cloud enablement shifts internal IT infrastructure to a public, private or hybrid cloud
environment

4. Overview & Key Definitions
What are the advantages of The Cloud?
– Scalability – Infrastructure can be added easily and on the fly; additionally, load balancing
and DNS routing allow for a more seamless and speedy user experience
– Flexibility – Individuals or teams can decide which services are most conducive to their
specific business needs, allowing for a more ‘a la carte’ approach to user requirements
– Cost Effective – Infrastructure is more amorphous and seamless through virtualization;
additionally, smaller upstart organizations can chose to leverage hosted infrastructure as
opposed to incurring the costs for their own data centers
– Variable Clients – Through usage of web services, a robust platform can be created and
exposed to users to allow for more variance to clients, also allowing them to be ‘leaned
down’
– Unlimited Storage – Affording to the easily expandable nature of the infrastructure,
additional storage capacity can be added easily and existing storage usage can be
maximized

5. Overview & Key Definitions
What are some of the difficulties in moving to The Cloud?
– New Equipment
• If developing your own internal cloud infrastructure, existing ecosystem and its hardware may be obsolete and require
replacement
– Learning New Technologies
• New programming methodologies and languages will need to be learned and development resources will have to
come up to speed on the new concepts
– Resistance to New Trend
• Many individuals may be hesitant to adopt a new technology paradigm and may express distrust or outright hostility
towards the cloud strategy

6. The Cloud Explained
How is the Technology of The Cloud Defined?
– The Cloud is actually a composite of many different technologies, working in unison to
achieve the purposes of making several services available via the network to users
– At a fundamental level, The Cloud is broken down into three primary constituent layers,
demonstrating a ‘stack’ of services, shown below:
 Cloud Clients
 Web browser, mobile app, thin
client
 SAAS
 Email, CRM, Games, Social
Interfaces
 PAAS
 Web Services, Databases,
Primary dev tools
 IAAS
 Virtual machines, Servers, NAS,
Load Balancing & Failover
Application
Platform
Infrastructure
StackDependencies

7. The Cloud Explained
Cloud Stack Breakdowns
– Each ‘layer’ of the cloud stack is dependent upon the layers beneath it
– As a consequence, from a project perspective, the dependencies play a crucial role in the
overall cloud enablement strategy (**to be covered in more detail shortly)
– Each layer’s constituent functionality is defined as follows (from bottom-up):
IAAS (Infrastructure As A Service) Layer
– Consists of the primary hardware and network infrastructure
– The setup is not in the traditional static server and dedicated storage sense, but instead,
utilizes network attached storage, system virtualization and specific load-balancing and
failover technologies:
Virtualized ServersVirtualized Servers Attached StorageAttached Storage
IAAS

8. The Cloud Explained
PAAS (Platform As A Service) Layer
– Consists of the main APIs and primary platform exposure of the service offerings
– APIs will be in the form of web services (REST/SOAP) that are designed to leverage existing
internet protocols to transfer information between the client and the resident service
– The APIs form the crux of the primary ‘business logic’, allowing different clients across
multiple platform types to access the exposed services without inherent technology
dependencies
PAAS
SQL Services
Database AccessDatabase Access
Data SecurityData Security
Search/IndexingSearch/Indexing
.NET Services
BackofficeBackoffice
Sharepoint
Services
Sharepoint
Services
Outlook ServicesOutlook Services
Access Control
AuthenticationAuthentication
Single Sign OnSingle Sign On
User RolesUser Roles
Workflow
Business LogicBusiness Logic
Data Entry/EditData Entry/Edit
Error CheckingError Checking
***Note: The PAAS Layer is directly dependent on the architecture and functionality of the IAAS layer
Web Service
Interfaces

9. The Cloud Explained
SAAS (Software As A Service) Layer
– Consists of the primary applications accessed by the end user via different client types
– The SAAS layer will leverage the services of the cloud stack below; i.e. both the PAAS layer
and the IAAS
– Ideally, the applications of the SAAS layer are architected in such a way that make them
portable and scalable, allowing for different access types and client interfaces
SAAS
***Note: The SAAS Layer is directly dependent on both the PAAS Layer and IAAS Layer
Mobile Phone Smart Phone Laptop Tablet Desktop Cloudtop
Client Interface(s)
Application ExposureApplication Exposure Platform ExposurePlatform Exposure Infrastructure ExposureInfrastructure Exposure

10. The Cloud Explained
User Perspective
– From the standpoint of the user, they are oblivious as to the underlying design, architecture
or overall configuration of the cloud stack itself
– From their perspective, accessing the services of the cloud is equivalent to plugging your
toaster into the wall socket; you don’t care how the power is getting there, from which
substation or transformer, you merely use it as needed
– Equivalently, you don’t care how the mobile interface to Facebook is working, you just
know it does and syncs with the web version
******
The Cloud becomes an amorphous
concept; the user is not interested in
the particulars of the interactions, they
merely wish to leverage the services
on an on-demand basis with the
provider making things functional,
scalable and user friendly
******

11. The Cloud Explained
Cloud Types
– There are three specific cloud types to be mindful of:
1. Public Cloud – Primary services are exposed to the public domain and are accessible in the broader internet space
(eg. Gmail/Hotmail, Google Analytics, salesforce.com, etc)
2. Private Cloud – Primary services are exposed internally, usually behind some sort of firewall, preventing access to
users or systems outside of those that have proper access (eg. Internal cloud email, internal file storage)
3. Hybrid Cloud – Primary services can be exposed either internally or externally, with some sort of ‘bridge’ to
maintain communication and traffic between the clouds. This type of setup is common, especially for hosted
services organizations that may have customers who want more security for their data. (**Note: example below is
that of a Vmware hybrid cloud arrangement)
******
The various cloud types can be
constructed in a manner such that
data access can be restricted in
part or in full, depending on
configuration
******

12. The Cloud Explained
Summary
– The underlying premise behind The Cloud is to provide a flexible, scalable and modular
baseline framework for the end user
– The framework of The Cloud is meant to be as amorphous as possible; the user should not
be concerned with the underlying hardware configuration or technology choices
– The Cloud should be able to support multiple device types and access through a well
documented and exposed set of web services

13. Primary Enablement Strategy
Converting to The Cloud
– Moving to The Cloud requires a re-vamping of several key aspects of the overall
client/server model
– The actual execution cannot be a piecemeal approach; either a cloud adoption strategy is
endorsed or it is not; half a cloud is not a cloud
– Full cloud enablement will require resources from several realms of expertise as well as a
commitment from the stakeholders endorsing a long term strategy to move a cloud-based
infrastructure and deployment model
******
Note: A proper cloud
enablement strategy
should be considered a
program, not a simple
project due to the phased
nature of the approach and
the multiple parallel tracks
that will be used
******

14. Primary Enablement Strategy
What steps are involved?
– There are five key steps (and one steady state step) in the overall enablement strategy:
Cloud Strategy
& Roadmap
Cloud Assessment
& Readiness
Cloud Strategy
& Planning
Program Mobilization
&
Resource Allocation
**AgilePath Model
Step 1
• Inventory of existing infrastructure, applications and services
• Itemization of hardware and software resources
• Primary program strategy and timeline
• Cost & budget estimates
• Program go-ahead
• Resources assigned, teams formed and contractor requirement
determined

15. Primary Enablement Strategy
What steps are involved?
Cloud Modeling &
Architecture
Cloud Modeling
(Cloud Resource &
Technology Patterns)
Cloud Deployment
Model
(Public/Private)
Cloud Architecture
& Security
**AgilePath Model
Step 2
• Primary hardware choices
• Main selection of specific software (virtualization, firewalls, load-
balancing)
• Determination of main overall cloud model
• Parameterization of hybrid methodology (if required)
• Overall architectural diagram and data workflow
• Primary security concerns itemized (authentication, single sign-in, user
roles, data compartmentalization)

16. Primary Enablement Strategy
What steps are involved?
Cloud Implementation
& Planning
Cloud Provider Analysis
& Selection
Cloud Deployment &
Provision Plan
Cloud
Governance
**AgilePath Model
Step 3
• Analysis of 3rd
Party cloud provider solutions
• Geographic legal considerations noted and itemized
• Primary deployment summary drafted
• Timeline of phased rollout created
• Main SLAs drafted
• Overall governance model finalized and ratified by stakeholders

17. Primary Enablement Strategy
What steps are involved?
Cloud Pilot
Project
Cloud Pilot
Implementation
Cloud Learning &
Strategy Adjustment
Cloud Program
Go or No-go
**AgilePath Model
Step 4
• Initial Proof of Concept plan drafted
• First level cloud pilot project initiated
• Main learning and transfer of knowledge to cloud adopters
• Strategy adjustments and adoption strategy review
• Review and post-mortem of cloud pilot program
• Final go or no-go provided by stakeholders and sponsor

18. Primary Enablement Strategy
What steps are involved?
Cloud
Implementation
Cloud Production
Implementation
Cloud Governance
SLAs
Cloud Operations
Monitoring & Metrics
**AgilePath Model
Step 5
• Production rollout of cloud infrastructure
• Initial exposure of cloud platform
• Licensing agreements finalized and ratified
• Production level monitoring of main cloud infrastructure
• Primary implementation of load balancing and disaster recovery
technologies

19. Primary Enablement Strategy
What steps are involved?
**AgilePath Model
Steady State
• Integration &
migration
projects
initiated
Cloud
Execution
Cloud
Integration
Cloud
Collaboration
Cloud
Maturity
• Continuous
migration and
integration
• Exposure of
SAAS
applications
• Joint
development
activities
between team
• Uniform process
methodologies
adopted
• Mature cloud
now in place
• Continuous
improvement
process
adoption

20. 20
Combined Steps & Overall Strategy
Cloud Strategy
& Roadmap
Cloud Assessment
& Readiness
Cloud Strategy
& Planning
Program Mobilization
&
Resource Allocation
Cloud Modeling
& Architecture
Cloud
Implementation
& Planning
Cloud Pilot
Project
Cloud
Implementation
Cloud
Execution
Cloud
Integration
Cloud
Collaboration
Cloud
Maturity
**AgilePath Model
Primary Enablement Strategy

21. Primary Enablement Strategy
Summary
– Full enablement requires a multi-faceted approach, with adequate time allotted in strategy
for review and rework as needed
– Strategy requires full commitment by stakeholders and sponsor; a half completed cloud
will not provide the benefits of a fully implemented solution and will likely decrease overall
productivity
– Approach must be phased to allow for a slow transition to new model and infrastructure;
ensure pilot project leverages a less critical application or platform for concept validation
– Transition applications and services to The Cloud gradually to allow for smoother
movement to new system and adequate time for knowledge transfer

22. Program & Project Control
Overview
– Overall cloud enablement program should be segmented into project sections and teams
based on the three tiered nature of the main cloud model
– Separate tracks for each project or project segment should be maintained to account for
parallel development and implementation efforts
– Dependencies between tracks must be properly itemized and monitored by the
project/program manager to ensure slippages or issues are accounted for and schedule
adjustments are made accordingly

23. Program & Project Control
Program Tracks - Main track breakdowns
• Primary Applications
 Main software as a service offerings
• Web Services
 SOAP and REST platform and API exposure
• Main Access Clients
 Web, Mobile, Tablet, Thin Client user devices
Client Track
(Track 0)
• Primary Infrastructure
 Hosted services, attached storage, web servers
SAAS Track
(Track 1)
PAAS Track
(Track 2)
IAAS Track
(Track 3)
Collaboration
Efforts
ParallelActivities

24. Program & Project Control
Tracks Strategy
– While the specific ‘tracks’ of the overall cloud strategy can function in parallel, it is
imperative that any dependencies between the tracks be itemized and followed
– From the standpoint of the of the tracks themselves, it probably makes the most sense to
make each track an individual project and monitor it accordingly
– As such, each track can have its own milestones, resource pool, allocated budget and
project manager (if necessary)
– All project ‘tracks’ will then become part of the over-arching program that denotes the
overall cloud strategy
Cloud Enablement
Main Program
Track 1
SAAS Project
Track 2
PAAS Project
Track 3
IAAS Project
Track 0
Client Project
***Note: Depending on consensus and general preferences, Track 0 and Track 1 could be merged into a
singular track; the separation is merely one of additional granularity to separate out different access types
(web interfaces versus mobile applications)

25. Program & Project Control
Track Dependencies
– As indicated earlier, it is extremely imperative that dependencies between key
projects/tracks are properly itemized
– Key milestones should be set up in the timeline to coincide with specific starts and finishes
of key tasks for which a dependency exists
– Ideally, the most effective means to properly catalogue dependencies is to leverage a PERT
or ‘Program Evaluation & Review Technique’ chart
– A PERT will allow the program manager to graphically display key dependencies, milestones
along with all relevant start and end times for those key tasks
– Additionally, PERT will allow for the ‘critical path’ of the overall program to be calculated,
thus making it easier to gauge the overall program timeline

26. Program & Project Control
Primary Schedule Diagram (PERT Chart)
Sample**
Task 1
Start Aug 2010
Finish Mar 2011
Task 3
Start May 2011
Finish June 2011
Task 4
Start Mar 2011
Finish Oct 2011
Task 8
Start Oct 2011
Finish Dec 2011
Task 9
Start Jan 2012
Finish June 2012
Task 5
Start June 2011
Finish Dec 2011
Task 2
Start Mar 2011
Finish Dec 2011
Task 6
Start Aug 2011
Finish Dec 2011
Task 7
Start Mar 2011
Finish Mar 2012
Prototype
REST/SOAP
Eval
Infrastructure Prep Infrastructure Implementation
Design
Review
Design Doc
Prototype
Present
App
Coding
WS
Architec
ture
Schema
Design
DB
Implementation
WS
Coding
Platform Endorsement
• PERT can function
across all tracks or
projects
• PERT can provide
critical path of overall
program

27. Program & Project Control
Program Phases
– As the entire cloud enablement program is progressing, it is important to set up some large
scale milestones or program ‘breaks’ that can be instituted across all major tracks
– These breaks will essentially segment the main program into distinct chunks or ‘phases’,
that can be used as a means to perform validation of key work and milestones during the
overall program
– The main reason to ensure phases are implemented is to help maintain parity between the
specific tracks and ensure that work is not occurring in a vacuum
– The phases (or iterations if you prefer an Agile mindset) provide near term milestones
during program progression and give adequate time for review and revisiting of key
attributes of the overall program and its constituent projects

28. Program Phases
Cloud Enablement Timeline
– Milestones exist in all major program tracks
 Program Start
 Near-term IAAS milestones tackled
first
 Initial PAAS efforts started
 Mid Program
 Main IAAS systems in place
 First gen platform now in place
 Program Nearing Completion
 PAAS now mature
 SAAS and applications in place

29. CLOUD PROGRAM FUNCTIONAL TRACKS
29
•Baseline Application
Coding
•Proof of Concept
Applications
•Cloud Architecture
Team Formed
•Best Practices
Documents
•Plan to Establish Global
Datacenters
•Draft of Virtualization
Architecture
•Mobile/tablet
Interfaces
•Rollout of SAAS
Applications
•First Generation APIs
•Full System Integration
•Uniform API
Methodology
•Full Virtualization of
Infrastructure
•Bring Online New Data
Centers
•Clustering Technology
In Place
•Fully Cloud Enabled
Interfaces
•Deprecation of older
client/server solutions
•Fully mature API
•Advanced System
Integration
(internal/external)
•DNS Load Balancing
•Global Redundancy for
Key Systems
•Full Disaster Recovery
and Fault Tolerance In
Place
Phase 1 Phase 2 Phase 3
***Note: Above sample denotes some key cloud enablement milestones that denote a potential phased
approach to overall program.

30. Program & Project Control
Final Thoughts
– The overall cloud enablement program is a large scale undertaking that requires numerous
resources, committed stakeholders and a very diligent set of project professionals
– The Cloud is a paradigm shift in thinking as it pertains to how software is created and
distributed; as such, the complexity of a shift of this nature should not be taken likely,
especially by the project/program manager
– Monitoring the overall cloud enablement effort should be done at a program level, with
projects being created as needed for the various different tracks or tier levels of the
functional cloud stack
– Key phases should be instituted as ‘breaks’ within the overall program to set key milestones
and points of review that can be leveraged to deal with any issues in the program or to
address design items that were carried over

31. Summary
The Cloud
– Represents a shift in the traditional client-server model to a more layered and functional
web service driven mechanism
– Many large scale Fortune 500 companies are now adopting a much more aggressive cloud
strategy moving forward and this is likely to be one of the largest growth segments in the
coming years within the tech space
Cloud Enablement
– Is the process of moving from the more traditional client-server type to the more scalable
and functional modern cloud architecture, leveraging various technologies like
virtualization, web services and mobile interfaces
– Involves a solid commitment by the stakeholders, sponsors and of course, the project
manager

32. Summary
Further Reading
– The following sources can be leveraged to gain a little more insight into The Cloud, its
technology and its future:
1. Cloud Computing – Wikipedia article on cloud technology, history and architecture
http://en.wikipedia.org/wiki/Cloud_computing
1. Gartner Technology Research – Overview and assessment by Gartner on the future of Cloud
Computing
http://www.gartner.com/technology/topics/cloud-computing.jsp
1. Forbes Cloud Review – Assessment by Forbes on how Cloud Computing will increase in the
coming years
http://www.forbes.com/sites/louiscolumbus/2013/02/19/gartner-predicts-infrastructure-services-will-accelerate-cloud-computi