Virtualization Simplifies Disaster Recovery for Insurance Broker Myron Steves While Delivering Efficiency and Agility Gains Too

Transcript of a sponsored BriefingsDirect podcast on how small-and-medium businesses can improve disaster recovery through virtualization, while reaping additional benefits.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: VMware.

Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions, and you’re listening to BriefingsDirect.

We now present a sponsored podcast discussion on how insurance wholesaler Myron Steves & Co. developed and implemented an impressive IT disaster recovery (DR) strategy.

We'll see how small business Myron Steves made a bold choice to go essentially 100 percent server virtualized in 90 days. That then set the stage for a faster, cheaper, and more robust DR capability. It also helped them improve their desktop-virtualization delivery, another important aspect of maintaining constant business continuity.

Based in Houston, Texas, and supporting some 3,000 independent insurance agencies in that region, with many protected properties in the active hurricane zone at the Gulf of Mexico, Myron Steves needs to have all sources up and available, if and when severe storms strike. To help those less fortunate, employees need to be operational from home, if necessary, when a natural disaster occurs. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

We'll learn how the IT executives at Myron Steves adopted an advanced DR and virtualization approach to ensure that it can help its customers -- regardless of the circumstances. At the same time, they also set themselves up for improved IT efficiency and agility for years to come.

Here to share in more detail on how a small- to medium-sized business (SMB) can modernize DR completely for far better responsiveness is Tim Moudry, Associate Director of IT at Myron Steves & Co. Welcome, Tim.

Tim Moudry: Hello. How are you doing, Dana?

Gardner: I am doing great. Thanks for being with us. We're also here with William Chambers, IT Operations Manager at Myron Steves. And welcome to you also, William.

William Chambers: Thanks. Hello. How are you?

Gardner: We're doing well. Tim, let me throw a first question out at you. Hurricane Ike, back in 2008, was the second costliest hurricane ever to make landfall in the U.S. and, fortunately, it was a near miss for you and your data center, but as I understand, this was a wake-up call for you on what your DR approach lacked.

What was the biggest lesson you learned from that particular incident, and what spurred you on then to make some changes?

Moudry: Before Hurricane Ike hit, William and I saw an issue and developed a project that we presented to our executive committee. Then, when Hurricane Ike came about, which was during this time that we were presenting this, it was an easy sell.

When Hurricane Ike came, we were on another DR system. We were testing it, and it was really cumbersome. We tried to get servers up and running. We stayed there to recover one whole day and never got even a data center recovered.

Easy sell

When we came to VMware, we made a proposal to our executive committee, and it was an easy sell. We did the whole project for the price of one year of our old DR system.

Gardner: What was your older system? Were you doing it on an outsourced basis? How did you do it?

Moudry: We were with another company, and they gave us facilities to recover our data. They were also doing our backups.

We went to that site to recover systems and we had a hard time recovering anything. So William and I were chatting and thinking that there's got to be a better way. That’s when we started testing a lot of the other virtualization software. We came to VMware, and it was just so easy to deploy.

William was the one that did all that, and he can go on with that more later, but we just came to VMware and it became a little bit easier.

Gardner: Tell me about the requirements. What was it that you wanted to do differently or better, after recognizing that you got away with Ike, but things may not go so well the next time? William, what were your top concerns about change?

Chambers: Our top concerns were just avoiding what happened during Ike. In the building we're in in Houston, we were without power for about a week. So that was the number one cause for virtualization.

Number two was just the amount of hardware. Somebody actually called us and said, "Can you take these servers somewhere else and plug them in and make them run?" Our response was no.

Moudry: We were running 70 servers at the time.

Chambers: They were the physical servers.

Moudry: Yeah, so that was about four racks of servers.

Chambers: That was the lead into virtualization. If we wanted everything to be mobile like that, we had to go with a different route.

Gardner: So you had sort of a two-pronged strategy. One was to improve your DR capabilities, but embracing virtualization as a means to do that also set you up for some other benefits. How did that work? Was there a nice synergy between these that played off one another?

Chambers: Once you get into it, you think, "Well, okay, this is going to make us mobile, and we'll be able to recover somewhere else quicker," but then you start seeing other features that you can use that would benefit what you are doing at smaller physical size. It's just the mobility of the data itself, if you’ve got storage in place that will do it for you. Recovery times were cut down to nothing.

Simpler to manage

There was ease of backups, everything that you have to do on a daily maintenance schedule. It just made everything simpler to manage, faster to manage, and so on.

Gardner: I talk to large enterprises a lot and I hear about issues when they are dealing with 10,000 seats, but you are a smaller enterprise, about 200 employees, is that right?

Moudry: Yeah, about 200.

Gardner: And so for you as an SMB, what requirements were involved? You obviously don't have unlimited resources and you don't have a huge IT staff. What was an important aspect from that vantage point?

Chambers: It’s probably what any other IT shop wants. They want stability, up-time, manageability, and flexibility. That’s what any IT shop would want, but we're a small shop. So we had to do that with fewer resources than some of the bigger Exxons and stuff like that.

Moudry: And they don’t want it to cost an arm and a leg either.

Gardner: For the benefit of our listeners, let’s talk a little bit about Myron Steves. Tell us about the company, what you do, and why having availability of your phones, your email, and all of your systems is so important to what you do for your customers.

Moudry: We're an insurance broker. We're not a carrier. We are between carriers and agents. With our people being on the phone, up-time is essential, because they're on the phone quoting all the time. That means if we can’t answer our phones, the insurance agent down the street is going to go pick up the phone, and they're going to get the business somewhere else.

Now, we're trying to get more green in the industry, and we are trying to print less paper

Also, we do have claims. We don't process all claims, but we do some claims, mainly for our stuff that's on the coast. After a hurricane, that’s when people are going to want that.

Now, we're trying to get more green in the industry, and we are trying to print less paper. That means we're trying to put the policies up there on the website, a PDF or something like that. Most likely, when they write the policy, they're not going to download that policy and keep it. It’s just human nature. They're going to say, "They’ve got it up there on the Web."

We have to be up all the time. When a disaster strikes, they are going to say, "I need to get my policy," and then they are going to want to go to our website to download that policy, and we have to be up. It’s the worst time I guess.

Chambers: And not many people are going to pack their paper policy when they evacuate or something like that.

Gardner: So the phones are essential. I also talk with a lot of companies and I ask them, which applications they choose to virtualize first. They have lots of different rationales for that, but you guys just went kit and caboodle. Tell me about the apps that are important to you and why you went 100 percent virtualized in such a short time?

SAN storage

Chambers: We did that because we’ve got applications running on our servers, things like rating applications, emails, our core applications. A while back, we separated the data volumes from the physical server itself. So the data volume is stored on a storage area network (SAN) that we get through an iSCSI.

That made it so easy for us to do a physical-to-virtual (P2V) conversion on the physical server. Then in the evenings, during our maintenance period, we shut that physical server down and brought up the virtual connected to the SAN one, and we were good. That’s how we got through it so quickly.

Gardner: So having taken that step of managing your data first, I also understand you had some virtual desktop activity go on there earlier. That must have given you some experience and insights into virtualization as well.

Chambers: Yeah, it did.

Moudry: William moved us to VMware first and then after we saw how VMware worked so well, we tried out VMware View and it was just a no-brainer, because of the issues that we had before with Citrix and because of the way Citrix works. One session affects all the others. That’s where VMware shines, because everybody is on their independent session.

Gardner: I notice that you're also a Microsoft shop. Did you look at their virtualization or DR? You mentioned that Citrix didn’t work out for you. How come you didn’t go with Microsoft?

Then he downloaded the free version of VMware and tried the same thing on that. We got it up in two or three days.

Chambers: We looked at one of their products first. We've used the Virtual PC and Virtual Server products. Once you start looking at and evaluating theirs, it’s a little more difficult setup. It runs well, but at that time, I believe it was 2008, they didn’t have anything like the vCenter Site Recovery Manager (SRM) that I could find. It was a bit slower. All around, the product just wasn’t as good as the VMware product was.

Moudry: I remember when William was loading it. I think he spent probably about 30 days loading Microsoft and he got a couple of machines running on it. It was probably about two or three machines on each host. I thought, "Man, this is pretty cool." But then he downloaded the free version of VMware and tried the same thing on that. We got it up in two or three days?

Chambers: I think it was three days to get the host loaded and then re-center all the products, and then it was great.

Moudry: Then he said that it was a little bit more expensive, but then we weighed out all the cost of all the hardware that we were going to have to spend with Microsoft. He loaded the VMware and he put about 10 VMs on one host.

Chambers: At that time, yeah.

Increased performance

Moudry: Yeah, it was running great. It was awesome. I couldn’t believe that that we could get that much performance from one machine. You'd think that running 10 servers, you would get the most performance. I couldn’t believe that those 10 servers were running just as fast on one server that they did on 10.

Chambers: That was another key benefit. The footprint of ESXi was somewhat smaller than a Microsoft.

Moudry: It used the memory so much more efficiently.

Gardner: So these are the things that are super-important to SMBs, when you’ve got a free version to try. It's the ease of installation, higher degree of automation, particularly when it came to multiple products, and then that all important footprint, the cost of hardware and then the maintenance and skills that go along with that. So that sounds like a pretty compelling case for SMB choice.

Before we move on, you mentioned vSphere, vCenter Site Recovery Manager, and View. Is that it? Are you up to the latest versions of those? What do you actually have in place and running?

Chambers: We’ve got both in production right now, vCenter 4.1, and vCenter 5.0. We’re migrating from 4.1 to 5.0. Instead of doing the traditional in-place upgrade, we’ve got it set up to take a couple of hosts out of the production environment, build them new from scratch, and then just migrate VMs to it in the server environment.

It went by so fast that it just happened that way. We were ahead of schedule on our time-frames and ahead on all of our budget numbers.

It's the same thing with the View environment. We’ve got enough hosts so we can take a couple out, build the new environment, and then just start migrating users to it.

Gardner: As I understand, you went to 99.999 percent virtualization in three months, is that correct?

Chambers: Yes.

Gardner: Was that your time-table, or did that happen faster than you expected?

Chambers: It happened much quicker than we thought. Once we did a few of the conversions, of the physical servers that we had, and it went by so fast that it just happened that way. We were ahead of schedule on our time-frames and ahead on all of our budget numbers. Once we got everything in our physical production environment virtualized, then we could start building new virtual servers to replace the ones that we had converted, just for better performance.

Gardner: So that's where you can bring more of those green elements, blades and so forth, which you mentioned is an important angle here. Of course you’re doing this for DR, but the process of moving from physical to virtual can be challenging for some folks. There are disruptions along the way. Did any of your workers seem put out, or were you able to do this without too much of disruption in terms of the migration process?

Without disruption

Chambers: We were able to do it without disruption, and that was one of the better things that happened. We could convert a physical server during the day, while people were still using it, or create that VM for it. Then, at night, we took the physical down and brought the virtual up, and they never knew it.

Gardner: So this is an instance where being an SMB works in your favor, because a large organization has to flip the switch on massive data centers. It's a little bit more involved. Sometimes weekends or even weeks are involved. So that’s good.

How about some help? Did you have any assistance in terms of a systems integrator, professional services, or anything along those lines?

Chambers: On the things that we’ve built here, we like to have other people come in and look at it and make sure we did it properly. So we’ll have an evaluation of it, after we build it and get everything in place.

Gardner: It sounds like you’re pretty complete though. That’s impressive. Another thing that I hear in the market is that when people make this move to virtualization and then they bring in the full DR capabilities, they see sort of a light bulb go on. "Wow. I can move my organization around, not just physically but I have more choices."

We’re going from a DR model to a high-availability business continuity, just to make sure everything is up all the time.

Some people are calling this cloud, as they’re able to move things around and think about a hybrid model, where they have some on their premises or in their own control, and then they outsource in some fashion to others. Now that you've done this, has this opened your eyes to some other possibilities, and what does that mean for you as an IT organization?

Chambers: It did exactly that. We’re going from a DR model to a high-availability business continuity, just to make sure everything is up all the time.

Moudry: That’s our next project. We’re taking what we did in the past and going to the next level, because right now we have it to where we have to fail over. We’re doing it like a SAN replication and we have to do a failover to another site.

William is trying to get that to more of a high-availability, where we just bring it down here and bring it up there, and it's a lot less downtime. So we’re working on phase two of the process now.

Gardner: All right. When you say here and near, I think you're talking about Houston and then Austin. Are those your two sites?

Moving to colos

Moudry: Right now it’s Houston and San Antonio, but we are trying to move -- we are moving all of our equipment to colos and we are going to be in Phoenix and Houston. So all the structure will be in colos, Houston, and Phoenix.

Gardner: So that’s even another layer of protection, wider geographic spread, and just reducing your risk in general. Let’s take a moment and look at what you’ve done and see in a bit more detail what it’s gotten for you. Return on investment (ROI), do you have any sense, having gone through this, what you are doing now that perhaps covered the cost of doing it in the first place?

Moudry: We spent about $350,000 a year in our past DR solution. We didn’t renew that, and the VMware DR paid for itself in the year.

Gardner: So you were able to recover your cost pretty quickly, and then you’ve got ongoing lower costs?

Moudry: Well, we are not buying equipment like we used to. We had 70 servers and four racks. It compressed down to one rack. How many blades are we running, William?

We're working with automation. We're getting less of a footprint for our employees. You just don’t hire as many.

Chambers: We're running 12 blades, and the per year maintenance cost on every server that we had compared to what we have now is 10 percent now of what it was.

Gardner: I suppose this all opens up more capacity, so that you can add on more data and more employees. You can grow, but without necessarily running out of capacity. So that's another benefit.

Moudry: We can probably do that, if we needed employees, but we're working with automation. We're getting less of a footprint for our employees. You just don’t hire as many.

Gardner: As you pursue colos, then you’ve got somebody else. They can worry about the air-conditioning, protection, security, and so forth. So that’s a little less burden for you.

Moudry: That’s the whole idea, for sure.

Gardner: How about some other metrics of success? Has this given you some agility now. Maybe your business folks come down and say, "We’d like you to run a different application," or "We're looking to do something additional to what we have in the past?" You can probably adapt to that pretty quickly.

Copying the template

Moudry: Making new servers is nothing. William has a template. He just copies it and renames it.

Chambers: The deployment of new ones is 20 minutes. Then, we’ve got our development people who come down and say, "I need a server just like the production server to do some testing on before we move that into production." That takes 10 minutes. All I have to do is clone that production server and set it up for them to use for development. It’s so fast and easy that they can get their work done much quicker.

Moudry: Rather than loading the Windows disk and having to load a server and get it all patched up.

Chambers: It gives you a like environment. In the past, where they tested on a test server you built, that’s not exactly the same as the production server. They could have bugs that they didn’t even know about yet, and that just cuts down on the development time just a lot.

Gardner: And so you're able to say yes, instead of, "Get in line behind everybody else." That’s a nice thing to do.

Chambers: Yes.

Gardner: Any advice for folks who are looking at the same type of direction, higher virtualization, gaining the benefits of DR’s result and then perhaps having more of that agility and flexibility. What might you have learned in hindsight that you could share with some other folks?

We’ve got a lot of people working at home now, just because of the View environment and things like that.

Chambers: We’ve attended several conferences and forums. I think there’s more caution that people are using. They want to get into virtualization but they're just not sure how it runs.

If you are going to use it, then get in and start using it on a small basis. Just to do a proof of concept, check performance, do all the due diligence that you need, and get into it. It will really pay off in the end.

Moudry: Have a change control system that monitors what you change. When we first went over there, William was testing out the VMs, and I couldn’t believe, as I was saying earlier, how fast it is. We have people who are on the phones. They're quoting insurance. They have to have the speed. If it hesitates, and that customer on the phone takes longer to give our people the information and our people has hard time quoting it, we’re going to lose the business.

When William put some of these packages over to the VM software, and it was not only running as fast, but it was running faster on the VM than it was on a hard box. I couldn’t believe it. I couldn’t believe how fast it was.

Chambers: And there was another thing that we saw. We’ve got a lot of people working at home now, just because of the View environment and things like that. I think we’ve kind of neglected our inside people, because they'd rather work in a View environment, because it's so much faster than sitting on a local desktop.

Backbone speed

Moudry: Well, the View, and all that being on the chassis itself is all backbone speed. When a person is working on the View, he is working right next to servers, rather than going through Cat 5 cable and through switches. He is on the backbone.

When somebody works at home, they're at lightning speeds. Upstairs is a ghost town now, because everybody wants to work from home. That’s part of our DR also. The model is, "We have a disaster here. You go work from home." That means we don’t have to put people into offices anywhere, and with the Voice over IP, it's like their call-center. They just call from home.

Gardner: I hope it never comes to this, but if there is a natural disaster type of issue, they could just pick up and drive 100 miles to where it's good. They’re up and running and they’ve got a mobile office.

Moudry: The way we did it, if they want to go 100 miles and check into hotel, they can work from the hotel That’s no problem.

Gardner: Let's look to the future unintended consequences that sometimes kick in on this. I've heard from other folks, and it sounds like with these View desktops that you’re going to have some compliance and security benefits, better control over data. Any metrics or payback along those lines?

There is no need for anybody to take our data out of this data center, because they can work from View anywhere they want to.

Moudry: We just were going over some insurance policies and stuff like that for digital data protection. One of the biggest problems that they were mentioning is employees putting data on laptops and then the laptop goes away, get stolen or whatever. There is no need for anybody to take our data out of this data center, because they can work from View anywhere they want to. Anywhere in the world, they can work from View. There's no reason to take the data anywhere. So that’s a security benefit.

Chambers: They can work from different devices now, too. I know we’ve got laptops out there, iPads, different type of mobile devices, and it's all secure.

Gardner: Any other future directions that you could share with us? You've told us quite a bit about what your plans are, colos and further data center locations, perhaps moving more towards mobile device support. Did we miss anything? What's the next step?

vMotion between sites

Moudry: As we said before we’re colo-ing VMware, we’re not able to vMotion between sites, but we’re kind of waiting for VMware to improve that a little bit. They'll probably come in down the road a little. But, that would probably be the next thing that I’d want is the vMotion between sites.

Gardner: And why is that important to you?

Moudry: Well, because it's a high-availability, they meet a true high-availability, because you just vMotion all your stuff to the other side and nobody even knows.

We’ve vMotioned servers between the hosts, and nobody even knows they moved. It's up all the time. Nobody even knows that we changed hardware on them. So that’s a great thing.

Gardner: It's just coming out of the cloud.

Moudry: Yeah.

Chambers: Sometimes, there may be a need to shut down an entire rack of equipment in one of our colos. Then we’d have to migrate everything.

Gardner: So an insurance policy for an insurance provider?

Chambers: Yes.

Moudry: Yeah.

Gardner: I'm afraid we’ll have to leave it there, gentlemen. We’ve been talking about how insurance wholesaler Myron Steves & Co. has developed and implemented an impressive IT DR strategy We’ve seen how an even small-to-medium-sized business can create business continuity for its operations, and make IT more efficient and agile to its business users. I’d like to thank our guests, Tim Moudry, Associate Director of IT at Myron Steves & Co. Thanks so much, Tim.

Moudry: Thank you.

Gardner: And also, William Chambers, IT Operations Manager there at Myron Steves. Thank you, William.

Chambers: You're very welcome, thank you.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions. Thanks again to our audience for listening, and come back next time.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: VMware.

Transcript of a sponsored BriefingsDirect podcast on how small-and-medium businesses can improve disaster recovery through virtualization, while reaping additional benefits. Copyright Interarbor Solutions, LLC, 2005-2012. All rights reserved.

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Expert Chat on How HP Ecosystem Provides Holistic Support for VMware Virtualized IT Environments

Transcript of a sponsored podcast discussion in conjunction with an HP Expert Chat series on the best practices for service and support of highly virtualized environments.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: HP.

Redefine the potential of your virtualization investments.
View the full Expert Chat presentation on VMware support best practices.

Dana Gardner: Welcome to a special BriefingsDirect presentation, a sponsored podcast created from a recent HP Expert Chat discussion on best practices for VMware environment support.

Advanced and pervasive virtualization and cloud computing trends are driving the need for a better holistic approach to IT support remediation. That’s why HP has made the service and support of global virtualization market leader VMware a top priority.

And while the technology to support and fix these virtualized environments is essential, it’s the people, skills, and knowledge to manage these systems that provide the most decisive determinants of ongoing performance success.

This is Dana Gardner, Principal Analyst at Interarbor Solutions. To learn more, I recently moderated a discussion with Cindy Manderson, Technical Solutions Consultant for Complex Problem Resolution and Quality for VMware Products at HP. Cindy has 27-plus years of experience with HP and 8-plus years supporting VMware specifically. [Disclosure: HP and VMware are both sponsors of BriefingsDirect podcasts.]

In our discussion, you’ll hear the latest recommendations for how IT support should be done. As part of our chat, we’re also be joined by two other HP experts: Pat Lampert, Critical Service Senior Technical Account Manager and Team Leader, as well as Sumithra Reddy, HP Virtualization Engineer. Our discussion begins with an overview from me of the virtualization market and user adoption trends.

Virtualization isn’t just server-by-server, but really impacts the entire data center. You need to think about it more holistically, particularly in regard to things like security, performance and how your brands and businesses are perceived across the globe. Many of the companies that I deal with day in and day out are up at 80 percent and even 90 percent virtualized.

When they think about virtualization, they go beyond just server virtualization. It’s really now looking at storage, applications, networks and even the end-user desktop experience, or desktop as a service (VDI).

These are all reasons why it’s no longer just about servers, but has to be something that includes how you're looking at IT in general. It’s also a cultural issue. It’s about managing complexity when you get to that 20 percent or 30 percent level, and not letting the value and benefits for virtualization be eroded by a management issue, or complexity around management.

So how to take advantage of the best things about virtualization? Part of that means allowing your IT team to have access to other experienced support teams, from HP and VMware, around the world, 24×7, to help keep systems up and running. Such support also allows your IT team to progress, to learn as they go, and to be able to take advantage of more virtualization benefits over time.

Another thing to consider is that the way your organizations is perceived, not only your IT organization, but your total company, is so dependent now on how your systems perform. It’s really impossible to separate a business from its IT performance. In many cases, your applications are the business. How you present on performance is, in fact, how you present your sense of competency, capability, and your overall brand.

We encourage people, as they pursue more virtualization, to recognize that their web applications, their mobile applications or e-commerce activities all are running on a combination of virtual and a physical infrastructure. These need to be tuned, and performance needs to be considered on an ongoing basis.

Expert panel

So how do you go about attaining such benefits? How do you keep the positive side of virtualization on track? And how do you put in place an insurance policy around service and support? That’s what the HP experts are going to help us understand.

I’d like to introduce one of our chief experts: Cindy Manderson, a consultant for complex problem resolution at HP with 27 years of experience. She’s been supporting VMware products and the ecosystem of VMware for eight years, when VMware came on the scene in a big way.

Cindy is going to provide more insights into how mission critical support works in virtualization, how HP and VMware are working together, and what the synergy between their products amounts to. Cindy, tell us about yourself.

Manderson: Thanks, Dana. I've been in the multi-vendor space for many, many years -- from applications to operating systems -- all with HP.

In 2002, when VMware came on the scene, HP actually became alliance partners with them. In 2003, we became a reseller, and thus began our support partnership with them. It would only extend recent in 2005, we also became an OEM.

We have the largest number of VMware-certified professionals. We're also the largest global VMware off-site training center

We have thousands of trained and certified Microsoft engineers and Linux professionals, too.

But we have the largest number of VMware-certified professionals. We're also have the largest global VMware off-site training center. So HP also does education on these technologies as well. We’ve trained over 20,000 students in the VMware space alone.

And we have had this very strong collaboration with VMware for many years and have support teams around the globe. In addition, we also offer the same level of training that VMware support engineers do. We actually go to their facilities and train right alongside them, too.

We further do this training virtually. The training is then recorded and made available on demand for reference, for folks who are not able to attend a scheduled course. There's definitely a very strong partnership, and as you see from our history with the other vendors as well as VMware, we are no strangers to multi-vendor support.

With all of the VMware products that HP sells, we do provide support across them all. It runs the gamut from the vSphere operating system that will install on the x86 server, through the enterprise management to the vCenter, and virtual desktop infrastructure products like VMware ThinApp. We also support the converter product getting into vCloud Director.

In addition to that, we have the ability to access our peers on the other teams across HP hardware support. This includes servers and storage, and our networking chain. We are quickly able to collaborate with them and pull together a virtual team in to focus on the customer's whole environment, to provide a one-stop shop.

Expertise across technologies

Additionally, you saw that we’ve been in this multi-vendor support business for so many years, with many experts across the other technologies, such as Microsoft and Linux. Of course, the virtual machines (VMs) are running these operating systems. So if the contract is also with them, we can easily pull them in to help us work an end-to-end solution and support it.

Gardner: Let’s think about what happens when there are different levels of support at work. How does that shake-out?

Manderson: We're in a reactive support business. If the customer has a problem, they can either call in at their local region telephone number -- whether they are in America, Europe, or Asia Pacific. There are different phone numbers for them to call.

They can also log in via the web, and they'll get to our next developer Level 1 engineer. They're a great organization and have solved over 85 percent of their cases.

If they have issues where they have to escalate, first they will be collaborating with us. We also have an online chat tool, where we are all in a virtual room, the Level 1 engineers, Level 2 engineers, etc. So we’ll be consulting and collaborating with them before they even get to a point of escalation.

If the case does end up needing escalation, chances are this person that they're already collaborating with will end up taking that case.

If the case does end up needing escalation, chances are they're already collaborating with the first person, and will then end up taking the case. That saves a lot of information transfer, as far as what type of server you have, what’s the firmware, what build level, and what’s the problem there, etc.

Once it reaches Level 2 support, as far as we can continue to collaborate, we can reach our teammates and the hardware teams, too, so we can look at the server and make sure that the environment is what we need it to be. If we can't resolve it, we can also go to Level 3 with VMware at an offline service-partner level.

We have a great relationship with the folks that we work alongside with and would escalate calls to at VMware. We’re obviously not going into Level 1 at VMware because we’ve already done all that work, and we are a service partner. They'll go right up to our peers over at VMware and then we work together, while always owning the solution that we provide back to the customer.

Gardner: And let’s look at this also from the perspective of globalization. So many organizations now just don’t stop in the afternoon and go home. The ongoing problems can’t just be left until the next day. How does it work on a continuity basis, time zone to time zone, region to region?

Manderson: Another part of our infrastructure-as-a-support-organization is that we have a single customer database. I can give an example. A call came into our Level 1 French engineer. When this call came in, for the European folks, it was already the end of their day, and the French engineer could not speak English. It was a critical down, their VMs were offline.

HP Virtual Room

So we worked in a virtual room and they talked to us, and brought the case to us here in America’s time zone. We worked with this case and another tool called HP Virtual Room, where we could actually all look at the customers' desktops in real time. They happened to have EVA storage, and we quickly got an EVA engineer engaged. Of course, we had to find a resource in the Americas because the European folks had already left. So we're all looking in real-time at the customer’s environment and found out that they had locked the storage.

The EVA engineer helped to get back online, while we all watched and the French engineer was translating in French for the customer in order to get it all resolved. We got it back online, and the customers were ready to home.

We gave instructions on getting log files and we placed a call for follow-up for the daytime hours in Europe the next day. So our counterparts in European support teams picked that up and worked with the customers to resolution, to analyze exactly what happened and prevent it in the future.

Gardner: You have a lot of examples at your disposal, I can tell. You've been through a lot with different customers. What sticks out in your mind as a particularly complex engagement that ended up turning out pretty well that might illustrate a bit more about what this takes and what’s involved?

Manderson: A lot of examples I've given have all been involved with the Level 2 support organizations, the HP server storage hardware, and also engaging VMware. There was another case.

Many of the examples that I've given so far are pretty much based on individual incidents. You call in and you get connected to the next available resource.

We have another process in HP that can actually go with top organizations, our escalation manager process. I was lead source for a particular case where we had a field team assisting a customer deploying a virtual desktop infrastructure (VDI) design. They had a third-party VDI vendor. They had HP hardware, servers, and virtual connects. They had our storage, and we didn’t quite know where the bottleneck was. They were having performance issues by trying to have this VDI at two different locations with the hardware at one site.

The escalation manager was able to get the local office to borrow equipment, and then try to get performance and network traces. They had the Engineering Problem Management Resource (EPMR) lab in Houston trying to duplicate the problems.

Our escalation manager was able to drive the issue to completion across not only the solution standards, but the local office, to owning the actual escalation with all the action items to keep this all on track. We knew where we were going to go. That was about a six-month case, but we did finally find was that the customer was on the technological edge, and the "pipe" to have that performance just did not exist.

Many of the examples that I've given so far are pretty much based on individual incidents. You call in and you get connected to the next available resource.

We have another level, mission-critical support, and we have several offerings in this phase. Essentially, it’s more personalized. We know who you are. We already know your environment. You’re going to find a technical account manager.

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View the full Expert Chat presentation on VMware support best practices.

Site visits

For example, Pat Lampert is a technical account manager and does site visits. The technical account managers do go out on site. So we’re aware of the environment. We have the information of your environment documented into the database. When you call, we’re not saying, "Now what kind of server is this? What’s the firmware?" We know this because we already have it documented. We could be calling them to say, "Server 3 is running a little off." We already which know VMware version this is on, because we have that information.

And because we have that, we can also offer proactive advice. We can know that there's a new firmware update, or VMware just came out with a new build, and we have a place where you can go find the latest that's specific to your environment. So this helps to reduce further incidents, because we can be more proactive to help you maintain your business.

Gardner: Okay, none of these organizations are the same. They have difference legacy, different installations, and different physical-virtualization mixes. How do you manage that sort of complex combination, as well as customize the service delivery, too?

Manderson: Actually, we have a team, our customer service team. Anything that's been not already in our pre-packaged service offerings, we can add. For example, a customer may need their own 800 number for when they log cases. And they may need just an email sent out.

Pat Lampert is one of our our custom technical account managers. He does have additional requirements and possibilities for some of the customers that he is assigned. This way, we can personalize the businesses even more and focus on choosing that business model.

Our critical and independent support includes onsite resources from HP that also include a lot of proactive support.

Gardner: Tell me about the mission critical offerings, and then the whole portfolio.

Manderson: We have several different packages. Our highest level is the mission-critical. In this particular process, you're assigned a team that are across the technology that you have in your environment. But you also get a set of folks who would actually look at not just the reactive support and even some of the proactive, but how actually your entire business is running according to the ITIL standard.

That is coupled with keeping you up and running, and we also can work with you on a type that would be best suited for your environment.

Our critical and independent support includes onsite resources from HP that also include a lot of proactive support. In addition, they're more focused on specific management, but that would be more of an ITSM technology. We can look at that for you.

One of our most creative services would be Proactive Select, a core product series of credits. You can use these credits for maybe planning on migration and upgrade. You can say you need some consulting time. You can use these credits and work with upgrade and migration. You may need some performance or you may need some type of environmental assessment, and these credits can be used for that.

Gardner: When people do employ these services, how do they measure what the payoff is, the value of these services?

IDC study

Manderson: In 2010, IDC did a study. They went out and looked at the methodology, and this is out on our website. They saw that the customers who have the mission-critical services, reduce their downtime by over 70 percent, and increase their return on investment (ROI) quite high, over 400 percent. The main benefit was in problem management as well as help desk calls, because these were alleviated due to the proactive nature, a lot of looking at the entire environment, and looking at the business processes.

So take a look at the study. It shows IDC's methodology. So looking at things proactively and these support processes can certainly help you reduce that downtime.

Gardner: This support extends across a variety of different areas. We looked at the mission critical, we looked at those complex issues, the need for customization. Can you give a quick overview of some of the additional support services?

Manderson: We have the hardware and software support. One of the cool things we have with our hardware support is support automation, our Insight for remote support. That can notify HP that you're having a disk drive failure. Or we will call you and say that we know that disk drive is failing, or something on a buffer server and storage is about to.

You can even take that a step further to look inside at the Windows operating system. We're hardware agnostic on that operating system. We don't care about the vendor -- and I believe we are looking at expanding that automation to other operating systems. We have installation and startup services that we can actually go out and set up and configure the hardware and software at a site.

We're hardware agnostic on that operating system. We don't care about the vendor.

So we definitely integrate across all the multi-vendor services. We run the gamut between all the x86 operating systems, as well as our proprietary operating systems, our servers and storage. Again, we're no stranger to multi-vendor support and keeping the entire environment up and running.

Gardner: We've talked about the need for ecosystem-level view on virtualization. We looked at how HP and VMware have been working together very closely for a number of years, talked about some of the services available, why the experts’ personal experience and knowledge is essential, and the ability then for them to react toward something that’s unique that they haven’t seen before, bring in the expertise when they need it, act as a adjunct to the teams at the sites of these organizations.

And we have heard a little bit about some of the payback, 400 percent ROI, according to IDC. Now let's take this back to the experts themselves. We've heard from Cindy, but there are others involved. Hi, Sumithra.

Reddy: Dana, I'll address two questions that are frequently showing up. One is, what is the difference between the VMware ESXi image and an HP ESXi image?

Basically, HP takes the same ESXi image that VMware provides to the customers. It then adds HP thin components for hardware management, and it also adds any latest fibre channel and network drivers. Once it's tested and certified, it's available for download both from HP and VMware websites.

Major differences

And one of the major difference between the two images is that VMware image is disk installable only, whereas HP image can be installed on a disk, USB key, or a SD card.

The other question we're getting nowadays is how to upgrade from VCA4 to VCA5. As with any major upgrades, planning helps. The first thing I would do is understand the difference between ESX 4 and ESX 5, because starting with ESX 5, we have no service console. So we need to understand what the architectural differences are.

Also learn about the new licensing policies. Then, use the System Analyzer that VMware provides to evaluate the current environments, and download, check, and complete the checklist. Once this is done, hopefully the upgrade will go smoothly.

Gardner: Pat, tell us about some of the other questions and your answers please.

Lampert: Another question that has come up from customers has to do with the added value of getting support directly from HP. It was partly addressed during the presentation we just gave. First of all, VMware does have a fine support organization. I have a couple of friends who work in VMware Support, and they do a good job of supporting their product.

HP, in addition to a similar level of expertise in the product, also offers our expertise in HP hardware, especially if you have systems based on HP Blades. The infrastructure behind that often is tied very closely to the performance and availability of your ESX host. So when you call us, you will have not only someone who is very familiar with the VMware product, but also is familiar with the HP hardware and able to pull in the proper resourced results, problems you might encounter with running vSphere on HP hardware especially.

In addition to that, we have a partnership agreement with VMware, and when you call in for support through HP, you're getting that same level of service when we have to go to VMware to get answers to questions or fixes.

One other question that has come up is about our lab ability to reproduce problems. We have two global labs, one in India and one in the United States. We have several static vSphere cluster configurations with a number of different types of servers already in those configurations, and the ability, when needed, to add specific models, if there is a problem that’s specific to a particular Blade or rack-mounted server model, or a particular card or something like that. So we're quite able to reproduce most problems that come in. We even have some Dell and IBM equipment in our lab also.

Gardner: Back to you Sumithra. Do you have any thoughts on some of the questions that really caught your attention that you think are representative of what our audience is thinking and feeling today?

Reddy: One little question I can answer is how to troubleshoot server crashes. When something goes wrong in ESX, we call it the "Purple Screen of Death." Often, these are results of hardware failure, but we still need to rule out the software. So we collect all the logs, and look at it to see if it's a software issue. If it's not a software issue, then we engage the hardware team to see how we can get to the root cause and fix the issue.

Lampert: To dovetail with Sumithra’s comment there, one of the questions I get frequently is what to do if you don’t have a dump. Say the host hangs, and that seems to be almost more common than the Purple Screen of Death. Some customers are't aware that through HP’s Integrated Lights-Out Management, there is the ability to generate a non-maskable interrupt (NMI) just by pressing a button, and by saving a certain environment variable ahead of time in your ESX host.

KB article

There is a KB article on this, by the way, if you just search on NMI and core dumping in VMware. But with that setup, you can force a dump while a system is in a hung state, and that will assist us usually in troubleshooting and isolating what caused the hang, whether it be hardware or a problem with the ESX host software.

Gardner: Pat, we have time for one more.

Lampert: One question that came up ahead of time is what HP suggests as far as getting a handle on our inventory of VMs? I happened to be involved in field testing some new tools from HP that will be available in January and February regarding vSphere.

One of them is a Holistic Blade and Firmware Analysis that takes into account the VMware environment on our Blade systems which we are working on having ready soon. We have just completed field tests.

And the second is a really nifty Inventory Report HP has just put together. We're just completing field tests on that now. It will be available soon. Basically, we install a small Perl script in the customer environment on any machine that has access to the vCenter host and has a vSphere CLI installed.

This Perl Script crawls through the VMware environment and builds an XML file, which we then feed into a report generator here at HP. This can be used for us to gather information on customers, so we have ahead of time a clear picture of the environment. But also it will be sold as a service to customers.

This Perl Script crawls through the VMware environment and builds an XML file, which we then feed into a report generator here at HP.

The report is really quite nice, with all sorts of charts and showing availability of machines and availability of memory and also disk space. It's a very nice report. You should be able to get a sample, if you're interested.

Gardner: Well, that about wraps up our hour. I really want to thank our audience for joining us. I hope you found it valuable.

This is Dana Gardner, Principal Analyst at Interarbor Solutions. You've been listening to a special BriefingsDirect presentation, a sponsored podcast created from a recent HP expert chat discussion on best practices for VMware environment support.

I would like to also thank our guests, Cindy Manderson, Technical Solutions Consultant for Complex Problem Resolution & Quality for VMware Products at HP; Pat Lampert, Critical Service Senior Technical Account Manager and Team Leader at HP, as well as Sumithra Reddy, HP Virtualization Engineer. And to our audience, again, thanks to you all for listening and come back next time.

Transcript of a sponsored podcast discussion in conjunction with an HP Expert Chat series on the best practices for service and support of highly virtualized environments. Copyright Interarbor Solutions, LLC, 2005-2012. All rights reserved.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: HP.

Redefine the potential of your virtualization investments.
View the full Expert Chat presentation on VMware support best practices.

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Stone Bond's Metadata Virtualization and Orchestration Improves Enterprise Data Integration Response Time and ROI

Transcript of a BriefingsDirect podcast on how businesses can better manage and exploit their exploding data via new technologies that provide meta-data-based data integration and management.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: Stone Bond Technologies.

Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions, and you're listening to BriefingsDirect.

Today we present a sponsored podcast discussion on the need to make sense of the deluge and complexity of the data and information that is swirling in and around modern enterprises. Most large organizations today are able to identify, classify, and exploit only a small portion of the total data and information within their systems and processes.

Perhaps half of those enterprises actually have a strategy for improving on this fact. But business leaders are now recognizing that managing and exploiting information is a core business competency that will increasingly determine their overall success. That means broader solutions to data distress are being called for.

We'll now then look at how metadata-driven data virtualization and improved orchestration can help provide the inclusivity and scale to accomplish far better data management. Such access then leads to improved integration of all information into an approachable resource for actionable business activities.

With us now to help better understand these issues -- and the market for solutions to these problems -- are our guests, Noel Yuhanna, Principal Analyst at Forrester Research. Welcome to BriefingsDirect, Noel.

Noel Yuhanna: Thanks.

Gardner: We're also here with Todd Brinegar, Senior Vice President for Sales and Marketing at Stone Bond Technologies. Welcome, Todd. [Disclosure: Stone Bond is a sponsor of BriefingsDirect podcasts.]

Todd Brinegar: Dana, how are you? Noel, great to hear you, too.

Gardner: Welcome to you both. Let me start with you, Noel. It's been said often, but it’s still hard to overstate, that the size and rate of growth of data and information is just overwhelming the business world. Why should we be concerned about this? It's been going on for a while. Why is it at a critical stage now to change how we're addressing these issues?

Yuhanna: Well, data has been growing significantly over the last few years because of different application deployments, different devices, such as mobile devices, and different environments, such as globalization. These are obviously creating a bigger need for integration.

We have customers who have 55,000 databases, and they plan to double this in the next three to four years. Imagine trying to manage 55,000 databases. It’s a nightmare. In fact, they don’t even know what the count is actually.

Then, they're dealing with unstructured data, which is more than 75 percent of the data. It’s a huge challenge trying to manage this unstructured data. Forget about the intrusions and the hackers trying to break in. You can’t even manage that data.

Then, obviously, we have challenges of heterogeneous data sources, structured, unstructured, semi-structured. Then, we have different database types, and then, data is obviously duplicated quite a lot as well. These are definitely bigger challenges than we've ever seen.

Different data sources

Gardner: We're not just dealing with an increase in data, but we have all these different data sources. We're still dealing with mainframes. We're still adding on new types of data from mobile devices and sensors. It has become overwhelming.

I hear many times people talking about big data, and that big data is one of the top trends in IT. It seems to me that you can’t just deal with big data. You have to deal with the right data. It's about picking and choosing the correct data that will bring value to the process, to the analysis, or whatever it is you're trying to accomplish.

So Noel, again, to you, what’s the difference between big data and right data?

Yuhanna: It’s like GIGO, Garbage In, Garbage Out. A lot of times, organizations that deal with data don’t know what data they're dealing with. They don’t know that it’s valuable data in the organization. The big challenge is how to deal with this data.

The other thing is making business sense of this data. That's a very important point. And right data is important. I know a lot of organizations think, "Well, we have big data, but then we want to just aggregate the data and generate reports." But are these reports valuable? Fifty percent of times they're not, and they've just burned away 1,000 CPU cycles for this big data.

That's where there's a huge opportunity for organizations that are dealing with such big data. First of all, you need to understand what this big data means, and ask are you going to be utilizing it. Throwing something into the big data framework is useless and pointless, unless you know the data.

Throwing something into the big data framework is useless and pointless, unless you know the data.

Gardner: Todd, reacting to what Noel just said about this very impressive problem, it seems that the old approaches, the old architectures, the connectors and the middleware, aren't going to be up to the task. Why do we have to think differently then about a solution set when we face this deluge, and also getting to the right data rather than just all the data regardless of its value?

Brinegar: Noel is 100 percent correct, and it is all about the right data, not just a lot of data. It’s interesting. We have clients that have a multiplicity of databases. Some they don’t even know about or no longer use, but there is relevant data in there.

Dana, when you were talking about the ability to attach to mainframes, all legacy systems, as well as incorporated into today’s environments, that's really a big challenge for a lot of integration solutions and a lot of companies.

So the ability to come in, attach, and get the right data and make that data actionable and make it matter to a company is really key and critical today. And being able to do that with the lowest cost of ownership in the market and the highest time to value equation -- so that the companies aren’t creating a huge amount of tech on top of the tech that they already have to get at this right data -- that’s really the key critical part.

Gardner: Noel, thinking about how to do this differently, I remember it didn’t seem that long ago when the solution to data integration was to create one big, honking database and try to put everything in there. Then that's what you'd use to crunch it and do your queries. That clearly was not going to work then, and it’s certainly not going to work now.

So what’s this notion about orchestrating, metadata, and data virtualization? Why are some of these architectural approaches being sought out, especially when we start thinking about the real-time issues?

Holistic data set

Yuhanna: You have to look at the holistic data set. Today, most organizations or business users want to look at the complete data sets in terms of how to make business decisions. Typically, what they're seeing is that data has always been in silos, in different repositories, and different data segregations. They did try to bring this all together like in a warehouse trying to deliver this value.

But then the volumes of data, the real-time data needs are definitely a big challenge. Warehouses weren't meant to be real-time. They were able to handle data, but not in real time.

So this whole data segregation delivers a yet even better superior framework to deliver real-time data and the right data to consumers, to processes, to applications, whether it’s structured data, semi-structured, unstructured data, all coming together from different sources -- not only on-premise, also off-premise, such as partner's data and marketplace data coming together and providing that framework toward different elements.

We talked about this many years ago and called it the information fabric, which is basically data virtualization that delivers this whole segregation of data in that layer, so that it could be consumed by different applications as a service, and this is all delivered in a real-time manner.

Now, an important point here is that it's not just read-only, but you can also write back through this virtualized layer, so that it can get back at the data.

We talked about this many years ago and called it the information fabric, which is basically data virtualization that delivers this whole segregation of data in that layer.

Definitely, things have changed with this new framework and there are solutions out there that offer this whole framework, not only just accessing data and integrating data, but they also have frameworks, which includes metadata, security, integration, transformation.

Gardner: How about that Todd Brinegar? When we think about a fabric, when we think about trying to access data, regardless, and get it closer to real time, what are the architectural approaches that you think are working better? What are you putting in place yourselves to try to solve this issue?

Brinegar: It's a great lead in from Noel, because this is exactly the fabric and the framework that Enterprise Enabler, Stone Bond’s integration technology, is built on.

What we've done is look at it from a different approach than traditional integration. Instead of taking old technologies and modifying those technologies linearly to effect an integration and bring that data into a staging database and then do a transformation and then massage it, we've looked at it three-dimensionally.

We attach with our AppComms, which are our connectors, to the metadata layer of an application. We don’t agent within the application. We get the at data of the data. We separate that data from multiple sources, unlimited sources, and orchestrate that to a view that a client has. It could be Salesforce.com, SharePoint, a portal, Excel spreadsheets, or anything that they're used to consuming that data in.

Actionable data

Gardner: Just to be clear, Todd, your architecture and solution approach is not only for access for analysis, for business intelligence (BI), for dashboards and insights -- but this is also for real-time running application sets. This is actionable data?

Brinegar: Absolutely. With Enterprise Enabler, we're not only a data-integration tool, we're an applications-integration tool. So we are EAI/ETL. We cover that full spectrum of integration. And as you said, it is the real-time solution, the ability to access and act on that information in real time.

Gardner: We described why this is a problem and why it's getting worse. We've looked at one approach to ameliorating these issues. But I'm interested in what you get if you do this right.

Let's go back to Noel. For some of the companies that you work with at Forrester, that you are familiar with, the enterprises that are looking to really differentiate themselves, when they get a better grasp of their data, when they can make it actionable, when they can pull it together from a variety of sources, old and new, on-premises and off-premises, how impactful is this? What sort of benefits are they able to gain?

Yuhanna: The good thing about data virtualization is that it's not just a single benefit. There are many, many benefits of data virtualization, and there are customers who are doing real-time BI, business with data virtualization. As I mentioned, there are drawbacks and limitations in some of the older approaches, technologies, and architectures we've used for decades.

Real-time BI is definitely one of the big drivers for data virtualization, but also having a single version of the truth.

We want real-time BI, in the sense that you can’t just wait a day for this report to show up. You need this every hour or every minute. So these are important decisions you've got to make for that.

Real-time BI is definitely one of the big drivers for data virtualization, but also having a single version of the truth. As you know, more than 30 percent of data is duplicated in an organization. That’s a very conservative number. Many people don’t know how much data is duplicated.

And you have different duplication of data -- customer data, product data, or internal data. There are many different types of data that is duplicated. Then the data has a quality issue, because you may change customer data in one of the applications that may touch one database, but the other database is not synchronized as such. What you get is inconsistent data, and customers and other business users don’t really value the data actually anymore.

A single version of the truth is a very important deliverable from solutions, which has never been done before, unless you have one single database actually, but most organizations have multiple databases.

Also it's creating this whole dashboard. You want to get data from different sources, be able to present business value to the consumers, to the business users, what have you, and the other cases like enterprise search, you're able to search data very quickly.

Simpler compliance

Imagine if an auditor walks into an organization, they want to look at data for a particular event, or an activity, or a customer, searching across a thousand resources. It could be a nightmare. The compliance initiative through data virtualization becomes a lot simpler.

Then, you're doing things like content-management applications, which need to be delivered in federation and integrate data from many sources to present more valuable information. Also, smart phones and mobile devices want data from different systems so that they all tie together to their consumers, to the business users, effectively.

So data virtualization has quite a strong value proposition and, typically, organizations get the return on investment (ROI) within six months or less with data virtualization.

Gardner: Todd, at Stone Bond, when you look to some of your customers, what are some of the salient paybacks that they're looking for? Is there some low-hanging fruit, for example? It sounds from what Noel said that there are going to be payoffs in areas you might not even have anticipated, but what are the drivers? What are the ones that are making people face the facts when it comes to data virtualization and get going with it?

Brinegar: With Stone Bond and our technology Enterprise Enabler the ability to virtualize, federate, orchestrate, all in real-time is a huge value. The biggest thing is time to value though. How quickly can they get the software configured and operational within their enterprise? That is really the key that is driving a lot of our clients’ actions.

When we do an installation, a client can be up and operational doing their first integration transformations within the first day.

When we do an installation, a client can be up and operational doing their first integration transformations within the first day. That’s a huge time-to-value benefit for that client. Then, they can be fully operational with complex integration in under three weeks. That's really astounding in the marketplace.

I have one client that on one single project calculated $1.5 million cost savings in personnel in the first year. That’s not even taking into account a technology that they may be displacing by putting in Enterprise Enabler. Those are huge components.

Gardner: How about some examples Todd, use cases? I know sometimes you can name companies and sometimes you can't, but if you do have some names that you can share about what the data virtualization value proposition is doing for them, great.

Brinegar: HP is a great example. HP runs Enterprise Enabler in their supply chain for their Enterprise Server Group. That group provides data to all the suppliers within the Enterprise Server Group on an on-time basis.

They are able to build on demand and take care of their financials in the manufacturing of the servers much more efficiently than they ever have. They were experiencing, I believe, a 10-times return on investment within the first year. That’s a huge cost benefit for that organization. It's really kept them a great client of ours.

We do quite a bit of work in the oil business and the oil-field services business, and each one of our clients has experienced a faster ROI and a lower total cost of ownership (TCO).

We just announced recently that most of our clients experienced a 300 percent ROI in the first year that they implemented Enterprise Enabler. CenterPoint Energy is a large client of Stone Bond and they use us for their strategic transformation of how they're handling their data.

How to begin

Gardner: Let’s go back to Noel. When it comes to getting started, because this is such a big problem, many times it’s trying to boil the ocean, because of all the different data types, the legacy involvement. Do you have a sense of where companies that are successful at doing this have begun?

Is there a pattern, is there a methodology that helps them get moving toward some of these returns that Todd is talking about, that data virtualization is getting these assets into the hands of people who can work with them? Any thoughts about where you get started, where you begin your journey?

Yuhanna: One is taking an issue, like an application-specific strategy, and building blocks on that, or maybe just going out and looking at an enterprise-wide strategy. For the enterprise-wide strategy, I know that some of the large organizations in the financial services, retail, and sales force are starting to embark on looking at all of these data in a more holistic manner:

"I've got customer data that is all over the place. I need to make it more consistent. I need to make it more real-time." Those are the things that I'm dealing with, and I think those are going to be seen more in the coming years.

Obviously, you can’t boil the ocean, but I think you want to start with some data which becomes more valuable, and this comes back to the point that you talked about as the right data. Start with the right data and look at those data points that are being shared and consumed by many users, business users, and that’s going to be valuable for the business itself.

I would definitely recommend looking at newer technologies, because they definitely are faster. They do a lot of caching. They do a lot of faster integration.

The important thing is also that you're building this block on the solution. You can definitely leverage some existing technologies, if you wanted to. I would definitely recommend now looking at newer technologies, because they definitely are faster. They do a lot of caching. They do a lot of faster integration.

As Todd was mentioning, quicker ROI is important. You don’t have to wait for a year trying to integrate data. So I think those are critical for organizations going forward. But you also have to look at security, availability, and performance. All of these are critical, when you're making decisions about what your architecture is going look like.

Gardner: Noel, you do a lot of research at Forrester. Are there any reports, white papers, or studies that you could point to that would help people as they are starting to sort through this to decide where to start, where the right data might be?

Yuhanna: We've actually done extensive research over the last four or five years on this topic. If you look at Information Fabric, this is a reference architecture we've told customers to use when you're building a data virtualization yourself. You can build the data virtualization yourself, but obviously it will take a couple of years to build. It’s a bit complex to build, and I think that's why solutions are better at that.

But Information Fabric reports are there. Also, information as a service is something that we've written about -- best practices, use cases, and also vendor solutions around this topic of discussion. So information as a service is something that customers could look at and gain understanding.

Case studies

We have use cases or case studies that talk about the different types of deployments, whether it’s a real-time BI implementations or doing single version of fraud detection, or any other different types of environments they're doing. So we definitely have case studies as well.

There are case studies, reference architectures, and even product surveys, which talk about all of these technologies and solutions.

Gardner: Todd, how about at Stone Bond? Do you have some white papers or research, reports that you can point to in order to help people sort through this and perhaps get a better sense of where your technologies are relevant and what your value is?

Brinegar: We do. On our website, stonebond.com, we have our CTO's blogs, Pamela Szabó's blog, which have a great perspective of data, big data, and the changing face of data usage and virtualization.

I wish everybody would explore the different opportunities and the different technologies that there are for integration and really determine not what you need today -- that’s important -- but what will you need tomorrow. What’s the tech that you're going to carry forward, and how much is the TCO going to be as you move forward, and really make that value decision past that one specific project, because you're going to live with the solution for a long time.

I wish everybody would explore the different opportunities and the different technologies that there are for integration and really determine not what you need today . . . but what will you need tomorrow.

Gardner: Very good. We've been listening to a sponsored podcast discussion on the need to make sense of the deluge and the complexity of data and information swirling in and around modern enterprises. We've also looked at how better data access can lead to improved integration of all information into approachable resources for actual business activities and intelligence.

I want to thank our guests, Noel Yuhanna, Principal Analyst at Forrester Research. Thanks so much, Noel.

Yuhanna: Thanks a lot.

Gardner: And also Todd Brinegar, the Senior Vice President of Sales and Marketing at Stone Bond Technologies. Thanks to you too, Todd.

Brinegar: Much appreciated. Thank you very much, Dana. Thank you very much, Noel.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions. Thanks again for listening, and come back next time.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: Stone Bond Technologies.

Transcript of a BriefingsDirect podcast on how businesses can better manage and exploit their exploding data via new technologies that provide meta-data-based data integration and management. Copyright Interarbor Solutions, LLC, 2005-2011. All rights reserved.

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