Lou Mandich

1
Application Analysis Envisioning Process How
to Analyze Your Customers Notes Infrastructure

• Lou Mandich
• Enterprise Technology Strategist
• Microsoft Corporation

2
Agenda

• Perception vs. Reality
• Introducing the Application Analysis Envisioning
  Process
• Walkthrough Four Phases of the AAEP
• Links and Resources

3
Perception

• Customers often perceive Lotus Notes as a single
  source/solution for a variety of business
  needs.
• Rapid Application Development platform
• Integrated application set for email,
  calendaring, and workflow
• Integrated Instant Messaging
• Integrated secure LDAP directory
• Secure email
• Certificate-based authentication

4
Reality

• Notes is a series of interconnected functions
• Workflow and email were included with original
  product
• Calendaring was a separate product that was later
  bolted into Notes
• Notes pump was added for ODBC connectivity to
  other data sources
• Notes was truly once one client for everything
  (now three clients)
• IM was added and integrated into the product as
  Sametime
• TeamRooms and QuickPlace are both bolt-ons to the
  original product

5
Help me help you!

• Microsoft has helped many customers as they
  considered the migration options from Lotus
  Notes/Domino to the Microsoft Platform
• Out of this involvement we have built a process
  we call AAEP
• A systematic view of the Notes/Domino
  infrastructure with the sole goal of improving
  the business functionality for the customer

6
What we know

• 18-20 of a customers Notes applications are not
  used today
• Q1, Q2, and unused applications represent 40 of
  a customers Domino applications
• Q3 and Q4 dont represent complexity, just lots
  of custom Notes code

7
Application Analysis Envisioning Process (AAEP)

• Phase 1 Initial Application Analysis
• Discussions with business stakeholders
• Run automated tools to analyze Notes applications

8
Domino Applications Quadrant Categories
Template-Derived Applications
1
2
Data Centric
Process Centric

• Examples
• Discussion Groups
• Solution
• WSS

• Examples
• Document Library
• TeamRoom
• QuickPlace
• Solution
• WSS, SQL Server

Custom Applications
3
4
Data Centric
Process Centric

• Examples Business process applications, Travel
  Requests, workflow processing, external data
  access (SAP, SQL, etc.)
• Solution
• - Consider using partner tools to move data
• - Engage w/ Partner to rewrite application (for
  logic)
• - Purchase Off-the-Shelf Solutions (eg. CRM)
• Let these apps continue to exist on Domino until
• customer is ready to archive rebuild.

Examples Expense Forms, Travel, etc. (includes
modified Templates where Data fields have been
added or changed) Solution - Consider using
partner tools to move data - Engage w/ Partner to
rewrite application (for business logic) -
Purchase Off the Shelf Solutions (eg. CRM)
9
Walkthrough of AAEP

• Phase 1 Automated Tools
• Discussions with business stakeholders
• Run automated tools to analyze Notes
  applications

• Quantify Unused Applications
• Identify applications that are no longer in use
• Group Applications into Quadrant Categories
• Use four quadrants to qualify all applications
• Identify Domino Template-Based Applications
• Standard Domino templates
• Administration templates
• Group Custom Template Applications
• Consolidate like applications for single
  analysis
• Understand Domino Infrastructure
• Server replication
• Mail-in database usage
• Mail routing
• Directory configuration

10
Walkthrough of AAEP
Phase 1 Things to do

• Automated Data Gathering, using automated tools
  to do the following
• Identify application properties
• Quantify application usage
• Survey Data
• Infrastructure questionnaires for administrators
  
• Usage questionnaires for service support
  managers
• Interview Data from discussions with
• Domino developers
• Business owners
• Application support administrators
• Messaging support administrators

11
Walkthrough of AAEP
Phase 1 What we build

• Documented Lists of Applications
• Unused applications by server
• Applications based on standard Domino templates
• Quadrant categorizations of applications
• Custom template categorization of applications
• Documentation of Surveys and Interviews
• Infrastructure information (i.e. server
  locations)
• Business-critical applications
• Support and administration processes/procedures/S
  LAs
• Documented Synopsis of Domino Infrastructure
• Replication cycles
• Mail-in databases
• Mail routing
• Directory configuration

12
Walkthrough of AAEP

• Understand Custom Applications
• Analyze core components of applications
• Group applications into categories
• Determine Decision Criteria for Transition
• Leave-in-Place (LIP) reasons
• Buy vs. Build reasons
• Understand Customers Current IT Environment
• Development skill sets (Web and RDBMS apps)
• Mail and directory configurations
• In-depth operations and service level review
• Research Existing 3rd Party Applications
• HR, CRM, Financial Systems, etc.

13
Walkthrough of AAEP

• Phase 1 Data and Documentation
• Custom and business critical applications
  listings
• Automated Data Gathering
• Application usage information by user community
• Application data analysis (i.e. attachments,
  indexes)
• Process/Workflow information (actions and
  events)
• Interview Key Decision Makers
• Leave-in-Place (LIP) criteria
• Buy vs. Build criteria
• Development skill sets and IT environment
• Mail and directory configurations
• Research Existing 3rd Party Application
  Information
• HR, CRM, Financial Systems, etc.

14
Walkthrough of AAEP

• Documented Analysis of Custom Applications
• Core components review (i.e. data, processes)
• Custom applications grouped into like
  categories
• Documented Decision Criteria for Transition
• Leave-in-Place (LIP) reasons
• Buy vs. Build reasons
• Documented Interview Information
• Existing development skills sets and IT
  environment
• Business requirements for applications functions
• Mail and directory configurations
• Documented Review of 3rd Party Applications
• HR, CRM, Financial Systems, etc.

15
Walkthrough of AAEP

• Map Applications to Existing Customer Solutions
• Identify if existing platforms are available to
  support solutions (i.e. SAP, PeopleSoft, Siebel)
• Map Applications to Available Off-the-Shelf
  Products
• Identify available "out-of-the-box" solutions
• Identify Platforms to Build New Solutions
• Rebuild improved version of the solution
• Identify Applications to Leave-in-Place on
  Domino
• Investigate options to extend data access
• Web-enable application for browser access
• Front-end application with .NET, Web Services

16
Walkthrough of AAEP
Phase 3 What we do

• Phase 2 Data and Documentation
• Custom application analysis
• Transition criteria (LIP, Buy vs. Build)
• Existing 3rd party application analysis
• Customer development skill sets and expertise
• Interview Data Gathering
• Technical decision-makers
• Development managers
• Business owners and decision-makers
• Validation of Application Feasibility
• Off-the-shelf solutions (cost and
  supportability)
• Supported 3rd party applications

17
Walkthrough of AAEP
Phase 3 What we build

• Documented Target Solution Recommendations
• Existing 3rd party applications
• Off-the-shelf products
• Platforms to build new solutions
• Leave-in-Place (LIP) applications
• Documented Methods to Extend LIP Applications
• .NET, Web Services
• Web-enabled for browser access
• High-Level Transition Planning Recommendations
• Data migration methods and tools
• Necessary POCs for key decision-makers
• Estimated timelines for transition process

18
Walkthrough of AAEP

• Design To Be Collaboration Infrastructure
• Map required application capabilities
• Functional modifications to 3rd party
  applications
• Conduct Proof of Concept Activities
• Data migration methods and tools
• 3rd party applications validations
• New platform validations for customization
• Methods of extending LIP applications
• Finalize Capability Planning and Timeline
• Leave-in-Place (LIP) application life-cycles
• Transition timeline/plan for building new
  solutions
• Migration timeline/plan for 3rd party
  applications
• Purchase timeline/plan for off-the-shelf
  products

19
Walkthrough of AAEP
Phase 4 What we do?

• Phase 3 Data and Documentation
• Target solution recommendations
• Methods for extending LIP applications
• High-level transition planning recommendations
• Proof of Concept Activities
• Data migration methods and tools
• 3rd party applications validation
• New platform validation for customization
• Methods of extending LIP applications
• Architectural Design Sessions
• Strawperson architecture plans for to be
  infrastructure
• Strawperson plans for application transitions

20
Walkthrough of AAEP
Phase 4 What we build

• Documented To Be Collaboration Infrastructure
• Solution requirements for application
  capabilities
• Functional modifications to 3rd party
  applications
• Documented Proof of Concept Activities
• Data migration methods and tools
• 3rd party applications validation
• New platform customizations for business
  requirements
• Methods of extending LIP applications
• Documented Architectural Plans
• Leave-in-Place (LIP) application life-cycles
• Transition plan for building new solutions
• Migration plan for 3rd party applications
• Purchase and migration plan for off-the-shelf
  products

21
What tools do I use ?
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Summary

• AAEP is a planning and envisioning process to
  help customers realize what they have in Lotus
  Domino today.
• AAEP works well with other methodologies such as
  PMI or MSF
• AAEP is a living process constantly undergoing
  change. Check the http//www.microsoft.com/technet
  /move frequently for updated information.

23
Links Resources
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Do you have any final questions?