© 2008 IBM Corporation

IBM Information Infrastructure Assessment Tool Suite

June 18, 2009Jean Wingler, Funda Eceral, Mike Barton, Mike Dickson, Eileen Maroney, Allen Marin, Brad Johns, David Vaughn

© 2008 IBM Corporation2

II/CARS Assessment Tools

Five Assessments: II and C,A,R,S (Information Infrastructure, Compliance, Availability, Retention and Security)

Assessments designed to align with Sales Enablement

Available to BP Specialty Partner Sellers and IBM Sales Team

Seller uses these tools to engage in a meaningful dialog on Information Infrastructure needs – tools provide a structured approach for the discussion with their customer.

Goal: Gather details of customer’s business issues and pain points and identify solution opportunity areas that will address these issues.

These High Level Assessments are not intended to provide a detailed solution or specific ROI; that ‘next step’ would be completed by the Technical BP or could be done in partnership with GTS.

© 2008 IBM Corporation3

Assessment Path (example)

Information Infrastructure Assessment

ComplianceAssessment

AvailabilityAssessment

RetentionAssessment

SecurityAssessment

Virtualization/Storage Mgmt Solutions

Business Continuity Solutions

Data ProtectionSolutions

Tools: ROI, configuration, sizing, proposal generation, solution assurance

Products: Hardware, Software, Service Products

Expertise: Storage, Servers, Networks, Security, Database, Applications, Automation

Existing Practice (no changes)

© 2008 IBM Corporation4

Assessment Paths

Information Infrastructure Assessment

ComplianceAssessment

AvailabilityAssessment

RetentionAssessment

SecurityAssessment

Tools: ROI, configuration, sizing, proposal generation, solution assurance

Products: Hardware, Software, Service Products

Expertise: Storage, Servers, Networks, Security, Database, Applications, Automation

Existing Practice (no changes)

General Compliance

Content Collection/

Records Mgmt

Storage Infrastructure

Virtualization

Business Continuity

Data Protection

Storage Infrastructure

Archiving/

Record Retention

LT Retention/

Data Migration

Data &Media Encryption

Access Control

Data Shredding/

Overwriting

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Compliance Availability Retention Security

Information Infrastructure

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The experience – “Information Infrastructure”

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The experience – Information Availability

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Backup

II/CARS Assessment Tool Suite

© 2008 IBM Corporation15

Instructions: Introduction:

The Information Infrastructure Assessment Tool Suite consists of 5 assessment tools:

– Information Infrastructure Assessment– Information Compliance Assessment– Information Availability Assessment– Information Retention Assessment– Information Security Assessment.

These tools are designed to complement each other, and to align with the Information Infrastructure Sales Enablement materials.

IBM Sellers should use these tools to engage in a meaningful dialog with clients and prospects on Information Infrastructure needs. The tools provide a structured and logical approach for the discussion and quickly identify client requirements and an associated set of practical next steps and relevant deliverables for progressing the sales situation.

The Information Infrastructure (II) Assessment Tool:

Use the Information Infrastructure Assessment tool first. It will identify opportunity areas in one or more of the CARS (Compliance, Availability, Retention, Security) areas. Gaps are identified on the Outcome page with a red 'X'. Use the links in the assessment outcome to proceed to the next step. You can also 'print results' for future reference. And to save links for future access just cut and paste from the 'Learn More' outcome page into a file before closing the II assessment tool.

– Download this file to run the Information Infrastructure Assessment: II/CARS Assessment Tool Suite

Information Compliance (IC) Assessment Tool:

The Information Compliance Assessment tool identifies gaps in 3 compliance areas: 1) General Compliance, 2) Content Collection, Record Management and eDiscovery, and 3) Storage Infrastructure. Through a series of 12 question pairs, you can identify your customer's gaps between current state and desired state in these 3 areas. Once the assessment is complete, use the outcome materials to plan 'next steps'. Outcome links are identified as 'Internal' and 'External'. 'External' links can be shared with your customer. 'Internal' links are designed specifically for the IBM Seller. Use the Internal 'IBM Seller' links to view the 'Internal' materials. You can also 'print results' for future reference. And to save links for future access just cut and paste from the assessment tool into a file before closing the IC assessment tool.

– Download this file to run the Information Compliance Assessment: II/CARS Assessment Tool Suite

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Instructions (continued):

Information Availability (IA) Assessment Tool:

The Information Availability Assessment tool identifies gaps in 3 availability areas: 1) Virtualization/Storage Management , 2) Business Continuity, and 3) Data Protection . Through a series of 12 question pairs, you can identify your customer's gaps between current state and desired state in these 3 areas. Once the assessment is complete, use the outcome materials to plan 'next steps'. Outcome links are identified as 'Internal' and 'External'. 'External' links can be shared with your customer. 'Internal' links are designed specifically for the IBM Seller. Use the Internal 'IBM Seller' links to view the 'Internal' materials. You can also 'print results' for future reference. And to save links for future access just cut and paste from the assessment tool into a file before closing the IA assessment tool.

– Download this file to run the Information Availability Assessment: II/CARS Assessment Tool Suite

Information Retention (IR) Assessment Tool:

The Information Retention Assessment tool identifies gaps in 3 retention areas: 1) Storage Infrastructure , 2) Archiving and Record Retention, and 3) Long Term Retention, Data Migration. Through a series of 12 question pairs, you can identify your customer's gaps between current state and desired state in these 3 areas. Once the assessment is complete, use the outcome materials to plan 'next steps'. Outcome links are identified as 'Internal' and 'External'. 'External' links can be shared with your customer. 'Internal' links are designed specifically for the IBM Seller. Use the Internal 'IBM Seller' links to view the 'Internal' materials. You can also 'print results' for future reference. And to save links for future access just cut and paste from the assessment tool into a file before closing the IR assessment tool.

– Download this file to run the Information Retention Assessment: II/CARS Assessment Tool Suite

Information Security (IS) Assessment Tool:

The Information Security Assessment tool identifies gaps in 3 security areas: 1) Data and Media Encryption , 2) Access Control to Information and Systems , and 3) Data Shredding and Data Overwriting. Through a series of 12 question pairs, you can identify your customer's gaps between current state and desired state in these 3 areas. Once the assessment is complete, use the outcome materials to plan 'next steps'. Outcome links are identified as 'Internal' and 'External'. 'External' links can be shared with your customer. 'Internal' links are designed specifically for the IBM Seller. Use the Internal 'IBM Seller' links to view the 'Internal' materials. You can also 'print results' for future reference. And to save links for future access just cut and paste from the assessment tool into a file before closing the IS assessment tool.

– Download this file to run the Information Security Assessment: II/CARS Assessment Tool Suite