From Chaos to Clarity With IB’s Unique Application Portfolio Management (APM) Solution A Presentation by Information Balance, Inc. Copyright 2005, All

From Chaos to ClarityWith IB’s Unique Application Portfolio Management (APM) Solution

A Presentation by Information Balance, Inc.Copyright 2005, All Rights Reserved

March, 2005 Information Balance, Inc. 2

Agenda

• Information Balance, Inc.

• Today’s IT Challenges

• Driving Efficiency: Application Portfolio Management

• Implementing APM:– Product Overview– Benchmark Implementations– Delivery Model

• (Optional) Brief Product Demonstration


Current State

• IT environments are becoming increasingly more complex and information about what makes up an IT portfolio is not readily available

• An estimated 10-15% of IT resource time is spent looking for information and connections

• Experienced and knowledgeable resources are being stretched and are becoming scarce (especially legacy)

• Tools only provide limited relief• Project costs are increasing:

– Ability to analyze effectively directly relates to $$ spent on the front-end of all projects (initiation through business / systems analysis and design)

– Completeness of analysis will directly affect $$ spent on QA/Testing


There is NO Escape

Chaos is the Norm

• RBC Computer Glitch (June, 2004):– “The disruption… occurred during a routine programming

update to one of RBC's computer systems”**

• CIBC Computer Glitch (July, 2004)

* RBC 2004 Q3 Financial Report**RBC News Release, 6/2/2004

…Every Day…Every Hour…Every Minute…

the same is happening in some IT shop, somewhere


Cause of the Chaos

Information required for standard day-to-day tasks is fragmented and scattered.

Compilation of such information often adds a lengthy and non-productive phase to even basic IT tasks wasting precious time and resources.

The impact in times of crisis is magnified.


The Premise

• The success of every IT initiative is directly related to the availability of a precise and complete inventory and relationship map of all related IT artifacts that affect the scope at hand– Application Development, Maintenance, Integration, Platform

Migration, Conversion, etc. Application Portfolio Management

answers this enterprise need.


APM:From Fragmentation to Connection

ApplicationSourceCode

ApplicationSourceCode

Business /Information

Models

Requirements /Design

Documents

Network /Infrastructure

Data

Database /File Definitions

Database /File

Definitions

ApplicationMiningTools

ModelingTools

DocumentManagement

Tools

AssetManagement

Tools

RepositoryTools

From isolated silos of information….…. to a connected view of everything that’s relevant

Application Portfolio Management


IB’s APM Solution:

Compiles fragmented information and presents an integrated, cohesive information base that directly

supports most basic IT tasks.

Eliminates wasted time and resources spent on search and

manual compilation of such information.

reduces effort from hours and days to minutes with

just a few clicks


Implementing APM:

Leading APM Solution with a unique value proposition and engagement model

An automatically generated, continuously

maintained super meta repository of all relevant relationships of an organization’s

technology artifacts, made visible via an enterprise portal to support strategic

planning, IT development and day-to-day operations.

Increased productivity. Measurable return.


Proprietary Technology

Collection OfFragmentedSource Data

Parsing &Relationship

Mapping

Single, IntegratedRepository

PortalInterface


How it works

Content Mining Content Delivery

IB-ARM Portal / Intranet

Content Editor

SQL Queries

Source Code COBOL, PL/1DB2, CICS, IMS

JCL/PROCISPF

C/C++Shell Scripts

PL/SQL VB,

PowerBuilder

Mainframe

Client /Server

Web

Java.NET, ASP

HTMLXML

Infrastructure

Networks

Servers andClients

PrintersPeripherals

Maps/RoutesServices

Access DevicesSecurity and Policies

Users and Roles

ConfigurationsApplications

Job SchedulesBackup and

Recovery

Configuration InfoPrint Queues

Web PagesPDF

RTF, HTML

Paper based documentsMicrofiche and Microfilm

Documentation

MS Word documentsWordPerfect documents

DCF documents

XML

XML

XML

XML

XML

XML

HTMLXML

HTMLTIFF

Collector /Extractor

Parser


Parser

Collector /Extractor Parser


Parser

HTMLXML


Parser





Parser

RelationshipComposition

DatabaseLoading

IB-ARMRepository

HTMLXML

XSLCSS

Editing

Web Browsers

IB-ARMContentServer


How it looks


A Technology Evolved

Information Balance:long established leader in developing automated analysis environments

IB-ARM V1.0Application Relationship Management

2002

IB-DOCS: extending application code to related system documentation (ability to parse any electronic source)

Automated System Documentation2001

IB-CARE: proprietary, repository based application maintenance environment

Automated Application Maintenance Services

1999-2000

IB-2000: proprietary code analysis and automated code repair tool-set for various client/server and mainframe platforms

Y2K Assessment and Compliance Services

1995-1999

Micro Focus Workbench, RevolveOff-Loaded Application Maintenance Services

1992-

TechnologyOfferingTimeline

IB-ARM V2.0Application Relationship Management

2003


Tested and Proven


• Bank: Maintenance Efficiency– Scope: Analysis of 5 multi-platform, mission critical applications (16 million lines of COBOL,

PL/1, Assembler, SAS, AdvantageGen, C and PowerBuilder)– Result: in progress; targeted for delivery January 2005.

• Bank: Application Decommissioning– Scope: Management reporting application (2 million lines of distributed SAS, JCL, DB2 and

Oracle)– Result: Full understanding of scope, being used to decommission application as part of move

to new data warehouse; delivered November 2004.

• Insurance: Maintenance Efficiency– Scope: Analysis of 3 multi-platform, mission critical applications (7 million lines of COBOL,

DB2, Unix and Focus, Maestro)– Result: Delivered in December 2004.

• Utility: Application Repatriation– Scope: Newly developed mission critical application moving from outsourcer to in-house

maintenance and support (2 million lines of Java, JSP, Oracle, PL/SQL, DataStage and Unix, plus over 1000 documents)

– Result: in progress; targeted for delivery January 2005.

Key Installations


Benchmarks

• Pension Fund: For Better Business Solutions to Market, Faster– Scope: 2.5 M lines of source code (Java, Oracle / PB); all business

documentation / infrastructure information– Result: Savings of 6000 person hours per year (~25%)

• Bank: For Increased Throughput– Scope: Documentation only (in various forms vs. in ARM Repository)– Result: Savings of 6% across all Project Budgets

• Insurance: Maintenance Support– Scope: Complete application: 1.3 M lines of COBOL, DB/2, MS Documentation,

CA/7– Result: Savings of 22% in application maintenance

• Insurance: For Supporting Fast, Efficient Delivery of Multi-platform Mass Change– Scope: 3 million lines of COBOL, PL/1, Assembler, SAS, and Visual Basic– Result: Project delivered in less than 1/3 of the originally estimated time, at half the cost


Delivery Model

• Phased Approach– Stage 1: Develop IB-ARM Program Plan – Stage 2: Implementation – Prepare content (collect, parse, compose, populate

repository)• Set up content delivery

– Stage 3: Repository Maintenance

• Minimum dependence on client resources• Investment / Timeline

– Dependent on target and scope– Pilot implementation available on small scale/scope


Differentiators Unique Value

• Unique Solution Delivery Model (ASP/License Software) Human Intelligence / Interpretation applied during Implementation Guaranteed Delivery (No Shelf-Ware) Minimum Intrusion Pro-active Change Management

• Unlimited technical platform coverage (parser generation capability)Ability to process heterogeneous application portfolio; not just “pin-

point” solution Solution scope dictated by customer need NOT tool capability

• Ability to include document and infrastructure objects Ability to cover FULL IT Portfolio


Summary

• Create IT Value: Deliver More with Less– Reduce project costs and timelines for most initiatives– Increase productivity throughout the project life-cycle – Leverage scarce, expert resource base– Increase quality of deliverables (analysis, testing)

• Do Things That Could NOT Be Done Before– Assess the value contribution of the existing IT investment– Create a path of understanding to “black boxes”– Touch what you did not dare to touch before

• Produce Measurable ROI in 6-9 Months– Start small, expand gradually