Microsoft Core Infrastructure Optimization Questionnaire

The Microsoft Core Infrastructure Optimization ROI tool was developed independently by leading IT research
frm IC and leading ROI tool developer !linean" Researching top IT performers it was found that simplifying#
standardizing and managing the distributed computing infrastructure $client computers and servers% a
specifc way can help companies reduce IT spending optimize service levels and drive important business
improvements"
This analysis tool helps organizations assess their current optimization regarding infrastructure operations
practices and analyze current distributed computing total cost of ownership"
Customer Information

&ame' ((((((((((((((((((((((((((((((((((((((((((((((
Title' ((((((((((((((((((((((((((((((((((((((((((((((
Company &ame' ((((((((((((((((((((((((((((((((((((((((((((((
Company !ddress' ((((((((((((((((((((((((((((((((((((((((((((((
((((((((((((((((((((((((((((((((((((((((((((((
City# )tate*+rovince' ((((((((((((((((((((((((((((((((((((((((((((((
,ip*+ostal Code' ((((((((((((((((((((((((((((((((((((((((((((((
Country' ((((((((((((((((((((((((((((((((((((((((((((((
+hone &umber' ((((((((((((((((((((((((((((((((((((((((((((((
-.mail !ddress' ((((((((((((((((((((((((((((((((((((((((((((((
Questionnaire
Organization Profle
/hat is the name of the group for which this analysis is being conducted $entire organization or group
name%0 (((((((((((((((((((((((((((((((((((((((((
/hat is the closest matching industry for the organization being analyzed0 $)elect one%
((!erospace 1 efense ((!griculture 2orestry 1 2ishing ((!utomotive
((3an4ing
((Chemicals ((Civilian 5overnment ((Construction 1 -ngineering ((Consumer +roducts
((-ducation $6igher*7niv"% ((-ducation $+rimary*)econdary% ((-nergy
((2ederal * Central 5overnment
((2inancial )ervices ((6ealthcare ((6igh Tech )oftware 1 6ardware
((6ospitality ((Insurance ((IT )ervices ((Manufacturing
((Media * -ntertainment ((Mining 1 &atural Resources ((&on.+roft
Organization ((Other * Combination
((+harmaceuticals ((+ublic )ector ((Regional * )tate * 8ocal 5overnment
((Retail (()ervice +rovider * +rof" )ervices ((Telecommunications
((Transportation 1 8ogistics
((Travel ((7tilities ((/holesale 1 istribution
/hat is the primary geographic location of the organizations user sites and data * service centers0 $)pecify
country name%
((((((((((((((((((((((((((((((((((((((((
/hat are the primary site locations for the organizations data centers and +C support organizations0 $)elect
one%
((Rural (()uburban ((7rban ((Metropolitan ((Other * Combination
Note: The primary location of the company or organization's data centers and is used to help
scale key metrics in the tool, particularly relating to default salary fgures as salaries are
normally higher in urban vs. rural settings.
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Microsoft Core Infrastructure Optimization Questionnaire
o Metropolitan should be defned as a central city ith densely populated surrounding areas
ith combined population of !"#,### or greater and density greater than $### people per
s%uare mile.
o &rban should be defned as a central city populated in a ide'reaching surrounding area ith
combined population of !"#,### or greater but density less than $### people per s%uare
mile.
o (uburban should be defned as having a population of !"## to !)*,*** and ad+acent to a
metro or urban area.
o ,ural should be defned as having a population of !"## ' !)*,*** and not ad+acent to a
metro area.
Current (As Is) User Profle
6ow many users does the IT organization support0 (((((((((Internal ((((((((((-9ternal
Note: (pecify the total number of internal users that the -T organization supports, and hich is
part of the scope of the proposed pro+ect. -ncludes full'time employees, part'time employees and
contract orkers .converted to full time e%uivalents/
/hat is the estimated annual growth in number of users $if any . starting in year :%0 ((((((((Internal
((((((((((-9ternal
Note: (pecify the compound annual groth in the number of users e0pected over the analysis
period, starting in year !. This percentage is used to drive groth in costs in later years for
current environment, proposed environment and benefts groth.
)pecify the following information about the +C users in the organization" The average annual burdened salary
includes base salary# incentive pay# overtime pay# but not ta9es and benefts"
Current Internal User Profle Percentage of Total Users
Average Annual Burene
!alar"
6igh performance wor4ers ;
<nowledge wor4ers ;
)tructured tas4 wor4ers ;
ata entry wor4ers ;
Other ;
Note: 1verage annual burdened salary includes base salary, incentive pay, overtime pay, ta0es
and benefts.
o 2igh performance orkers are those ho use specialized high'poered orkstations, and
often multiple systems, and specialized business applications to perform their tasks. These
users include fnancial analysts, researchers, engineers, scientists, multi'media developers.
o 3noledge orkers collaborate on, develop, aggregate, supplement and distribute
information throughout an organization, and to customers and partners. 3noledge orkers
use regular to high end 45s, personal productivity and business applications to perform their
unstructured tasks. 3noledge orkers can include e0ecutives, managers, supervisors,
business analysts, marketing managers, product and pro+ect managers, fnance and
accounting managers, human resources managers and other managers, supervisors or
professionals.
o (tructured task orkers are part of the ork6o in a set business process, performing
specifc and structured tasks in that process. This can include for e0ample, human resource,
accounting, accounts payable and accounts receivable managers.
o 7ata entry orkers are responsible for entering information into computer systems. These
include order data entry clerks.
o 8ther are any other 45 9 client computer users ho do not match a profle specifed prior.
Current User #ocation Profle $ Percentage of Total Users
Road warriors ;
Note: ,oad arriors are orkers ho perform the ma+ority of their ork, and spend the ma+ority
of their time aay from corporate o:ces ' hile traveling, at hot'spots, at customer and partner
sites. These can include outside sales representatives, training specialists, consultants, pro+ect
managers, and partner relationship managers.
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Microsoft Core Infrastructure Optimization Questionnaire
Current (As Is) Client Computer Profle
)pecify the current $as is% profle for the +C des4top and laptop * noteboo4 * tablet computers"
Current PC Profle $ Total %um&er of PCs
Average Annual 'eplacement
PCs (( of total)
Current number of des4top +Cs ;
Current number of laptop * noteboo4 +Cs ;
)pecify the current $as is% operating system profle for the specifed +C des4top and laptop * noteboo4 * tablet
computers"
PC Operating !"stem Profle $ PCs (()
Microsoft /indows Bista or /indows A ;
Microsoft /indows C+ )+: ;
Microsoft /indows C+ ;
Microsoft /indows :>>> +ro ;
Microsoft &TD /or4station and /indows EF*E@ ;
&on.Microsoft Client Computers ;
Note: The percentages of 45s .of the total 45s/ hich are currently running the indicated
operating systems and are included as part of this optimization pro+ect.
)pecify the current $as is% census information for thin clients $if installed and in.scope for this analysis%
T)in Client Profle
Total %um&er of T)in Client
Computers
Average Annual
'eplacement T)in Clients ((
of total)
Total number of thin client computers ;
Note: The current number of thin client computers under management and ithin the scope of
this pro+ect, and the average annual percentage of installed thin clients hich are replaced 9
upgraded per year.
)pecify the current $as is% census information for handheld mobile devices $if in.scope for this
analysis%
Mo&ile Messaging *evice Profle
Total %um&er of Mo&ile
Messaging *evices
Average Annual 'eplacement
Mo&ile Messaging *evices ((
of total)
Microsoft /indows Mobile messaging devices ;
Other mobile messaging devices ;
Note: The current .as is/ profle of mobile devices including ;indos Mobile, <lackberry and
other advanced data oriented mobile devices used for messaging and collaboration, internet
access, and business applications. The profle information is used to drive the current T58 for
managing and supporting these devices, and assess the opportunities for improvement.
o The number of ;indos Mobile messaging devices currently used by this user group and
under -T management and support, and the average annual replacements, set by default to
be a to year cycle per device. <y default, !#= of all users have a device, plus one
additional device for every road arrior.
o The number of other advanced mobile messaging devices such as <lackberrys currently used
by this user group and under -T management and support, and the average annual
replacements, set by default to be a to year cycle per device. <y default assumes that the
company is standardized on ;indos Mobile messaging devices for loer cost of onership
and to take advantage of the installed Microsoft infrastructure.
Current (As Is) Infrastructure !erver Profle
)pecify the profle for the servers providing 4ey infrastructure services for these users and client computers"
Infrastructure !erver Profle
+ile , Print
!ervers
*irector" ,
%et-or.ing
!ervers
!ecurit"
!ervers
Messaging
an
Colla&oratio
n !ervers
Ot)er Core
Infrastructur
e !ervers
/indows &T and :>>> servers
/indows )erver :>>G servers
/indows )erver :>>@ servers
8inu9 servers
7&IC servers
Other servers
Note: The current number of infrastructure servers supporting the users and client computers as
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Microsoft Core Infrastructure Optimization Questionnaire
follos:
o >ile servers are used to store documents in a secure manner. 4rint servers are used to %ueue
user documents for printers. ?0clude netork'attached storage .N1(/ and share
collaboration servers .such as (hare4oint servers/.
o 7irectory servers such as ;indos NT ) domains and 1ctive 7irectory, as ell as netorking
servers such as 7254, 7N(, and ;-N( .e0cludes netorking infrastructure such as routers,
hubs and sitches/.
o (ecurity servers include freall .for e0ample -(1/, ,17-&( and virtual private netork .@4N/
servers. <y default set to ;indos (erver !##A server ith the minimum of one per site or
one for every !## users.
o Messaging and collaboration servers provide e'mail, calendaring, messaging and contact
services for users through Microsoft ?0change or other messaging 9 collaboration server. <y
default set to ;indos (erver !##A server ith the minimum of one per site or one for every
!## users.
)pecify the additional profle information for the servers"
Aitional !erver
Profle Information
+ile , Print
!ervers
*irector" ,
%et-or.ing
!ervers
!ecurit"
!ervers
Messaging
an
Colla&oration
!ervers
Ot)er Core
Infrastructure
!ervers
+ercent annual growth in
number of servers ; ; ; ; ;
+ercent currently
clustered ; ; ; ; ;
Note: (pecifes additional profle information about the servers including the compound annual
percentage groth in the number of servers and the percent hich are currently confgured in
fault ' tolerant 9 clustered confguration.
/hich best describes the current data center environment $select one%0
((( istributed in data centers and business units
((( istributed but in data centers
((( Consolidated in a few data centers
((( Bery consolidated
Note: (pecifes the organization of current data centers hether distributed in data centers and
business unitsB distributed, but in data centersB consolidated in a fe data centersB or very
consolidated.
Current (As Is) !torage Profle
)pecify the server !) and &!) * )!& networ4ed storage for the following wor4loads $in total%'
Current !torage Profle
+ile , Print
!ervers
*irector" ,
%et-or.ing
!ervers
!ecurit"
!ervers
Messaging
an
Colla&oration
!ervers
Ot)er Core
Infrastructure
!ervers
Total storage $in 53%
+ercentage of networ4ed
storage $versus !)% ; ; ; ; ;
Note: (pecifes the total storage in C< for all of the servers. (et by default to the greater of $#C<
per server, or $##M< per user ."M< per security server and "##M< for messaging servers/.
Note: >or this storage, the percentage of netorked versus 71( storage .set by default to #= D
all 71( storage/.
Current (As Is) %et-or.ing Profle
6ow much annually is spent on /!& networ4ing fees between main sites and branch oHces0 (((((((((((
Note: 1nnual ;1N connectivity costs for remote 9 branch o:ces. -ncludes the annual cost for
bandidth, annual incremental investments in hardare to support groth, and annual
maintenance and support costs for hardare. 7efaulted to the cost of a conservative T$ line per
remote 9 branch o:ce at EF## per site per month, and an additional E!"# per site per month in
groth, maintenance and support costs.
6ow much is spent annually on dedicated security hardware $not included in security servers above% for B+&#
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Microsoft Core Infrastructure Optimization Questionnaire
frewalls for oHces0 (((((((((((
Note: 1nnual spending on security hardare and @4N for branch o:ces, including @4Ns and
frealls. 5osts should include amortized hardare costs and any associated annual fees.
7efaulted to E$## per 45 or laptop computer user.
Current (As Is) !ite Profle
6ow many main sites are supported and considered a part of this analysis $headIuarters * campus * main
oHce locations%0 ((((((((
Note: >or the scope of this analysis, the number of company 9 organization main o:ce .not
branch/ sites here the supported servers and users are located including head%uarters, central
sites, regional o:ces and campus locations .e0cluding branch and satellite o:ces 9 (828
o:ces/.
6ow many branch sites are supported and considered a part of this analysis $satellite# branch * remote oHces
* locations%0 ((((((((
Note: >or the scope of this analysis, the number of branch sites here the client computers, 45s,
servers and users are located including satellite, branch 9 remote o:ces. ?0cludes main and
campus o:ce locations. &sually satellite 9 branch o:ces do not have dedicated -T staG, re%uiring
higher costs for support 9 management. ;hen in doubt of hether a site is a branch o:ce or
central o:ce, specify the site as a central o:ce.
6ow many diJerent countries and regions are currently supported0 ((((((((
Note: >or the scope of this analysis, the number of uni%ue geographies, in particular geographies
re%uiring a diGerent language and a diGerent ork team support.
6ow many uniIue business units are currently supported0 ((((((((
Note: >or the 45s in this analysis, the number of uni%ue business units supported. ?0amples of
business units include sales, marketing, customer service center, feld service, fnance and
accounting, product development, procurement, manufacturing, and human resources.
/hat percentage of the sites are supported by local IT versus IT resources that need to travel on.site to
perform support0 ((((((((((
&ote' 2or the +Cs in this analysis# the percentage of client computers * users which are supported
by local IT staJ versus those where staJ is not local# relying instead on remote IT resources"
Often these resources spend time traveling to provide local support"
oes this organization have a software assurance agreement with Microsoft covering the following0K
(((((Les(((((&o /indows )erver O) 8icenses
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for /indows )erver O) 8icenses" )pecifying Les will mean that the model does not
apply a specifc cost to the incremental purchase of needed /indows )erver O) 8icenses" Costs
for )oftware !ssurance can be set on )olution )election * )oftware !ssurance lin4"
(((((Les(((((&o /indows )erver C!8 8icenses
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for /indows )erver C!8 8icenses" )pecifying Les will mean that the model does not
apply a specifc cost to the incremental purchase of needed /indows )erver C!8 8icenses" Costs
for )oftware !ssurance can be set on )olution )election * )oftware !ssurance lin4"
(((((Les(((((&o /indows -9change )erver O) 8icenses
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for /indows -9change )erver 8icenses" )pecifying Les will mean that the model does
not apply a specifc cost to the incremental purchase of needed /indows -9change )erver
8icenses" Costs for )oftware !ssurance can be set on )olution )election * )oftware !ssurance
lin4"
(((((Les(((((&o M /indows -9change )erver C!8 8icenses
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for /indows -9change C!8 8icenses" )pecifying Les will mean that the model does
not apply a specifc cost to the incremental purchase of needed /indows -9change C!8 8icenses"
Costs for )oftware !ssurance can be set on )olution )election * )oftware !ssurance lin4"
(((((Les(((((&o M /indows )ystem Center
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Microsoft Core Infrastructure Optimization Questionnaire
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for )ystem Center 8icenses" )pecifying Les will mean that the model does not apply a
specifc cost to the incremental purchase of needed )ystem Center 8icenses" Costs for )oftware
!ssurance can be set on )olution )election * )oftware !ssurance lin4"
(((((Les(((((&o M /indows )ystem Center C!8 8icenses
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for )ystem Center C!8 8icenses" )pecifying Les will mean that the model does not
apply a specifc cost to the incremental purchase of needed )ystem Center C!8 8icenses" Costs
for )oftware !ssurance can be set on )olution )election * )oftware !ssurance lin4"
(((((Les(((((&o M /indows Bista * /indows A
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for /indows Bista or /indows A 8icenses" )pecifying Les will mean that the model
does not apply a specifc cost to the incremental purchase of needed /indows Bista or /indows
A 8icenses" Costs for )oftware !ssurance can be set on )olution )election * )oftware !ssurance
lin4"
(((((Les(((((&o M Microsoft es4top Optimization +ac4 for )!
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement that covers MO+"
(((((Les(((((&o M Microsoft OHce
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for Microsoft OHce" )pecifying Les will mean that the model does not apply a specifc
cost to the incremental purchase of needed Microsoft OHce 8icenses" Costs for )oftware
!ssurance can be set on )olution )election * )oftware !ssurance lin4"
(((((Les(((((&o M Microsoft )Q8 )erver
&ote' )pecifcation as to whether organization is covered under a )oftware !ssurance * -nterprise
!greement for /indows )Q8 )erver 8icenses" )pecifying Les will mean that the model does not
apply a specifc cost to the incremental purchase of needed /indows )Q8 )erver 8icenses" Costs
for )oftware !ssurance can be set on )olution )election * )oftware !ssurance lin4"
+T/ Profle
6ow many 2T-s are there doing the following functions in managing the core infrastructure $core servers# +Cs
and client computers# networ4ing%'
Total in.house (((((( 2T-s
Total contract labor (((((((( 2T-s
Outsource managed services contracts cost $if any% ((((((((
)erver management
Total in.house (((((( 2T-s
Total contract labor (((((((( 2T-s
Outsource managed services contracts $if any% ((((((((
+C * Client management
Total in.house (((((( 2T-s
Total contract labor (((((((( 2T-s
Outsource managed services contracts $if any% ((((((((
)ervice es4
Total in.house (((((( 2T-s
Total contract labor (((((((( 2T-s
Outsource managed services contracts $if any% ((((((((
&umber of service des4 calls per month (((((((
Tools management
Total in.house (((((( 2T-s
Total contract labor (((((((( 2T-s
Outsource managed services contracts $if any% ((((((((
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Microsoft Core Infrastructure Optimization Questionnaire
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