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The essential roadmaps for enterprise cloud adoption


As cloud technologies continue to challenge the fundamental understanding of how businesses work, smart companies are moving quickly to adapt to a changing set of rules. Adopting the cloud requires a clear roadmap backed by use cases, grounded in practical real-world experience, to show the routes to successful adoption. The Cloud Adoption Playbook helps business and technology leaders in enterprise organizations sort through the options and make the best choices for accelerating cloud adoption and digital transformation.


Written by a team of IBM technical executives with a wealth of real-world client experience, this book cuts through the hype, answers your questions, and helps you tailor your cloud adoption and digital transformation journey to the needs of your organization. This book will help you:





Discover how the cloud can fulfill major business needs

Adopt a standardized Cloud Adoption Framework and understand the key dimensions of cloud adoption and digital transformation

Learn how cloud adoption impacts culture, architecture, security, and more

Understand the roles of governance, methodology, and how the cloud impacts key players in your organization.



Providing a collection of winning plays, championship advice, and real-world examples of successful adoption, this playbook is your ultimate resource for making the cloud work. There has never been a better time to adopt the cloud. Cloud solutions are more numerous and accessible than ever before, and evolving technology is making the cloud more reliable, more secure, and more necessary than ever before. Don't let your organization be left behind! The Cloud Adoption Playbook gives you the essential guidance you need to make the smart choices that reduce your organizational risk and accelerate your cloud adoption and digital transformation.

The Cloud Adoption Playbook: Proven Strategies for Transforming Your Organization with the Cloud

Foreword xxi





Introduction xxiii





1 Business Drivers 1





Addressing Challenges for the Enterprise 1





What Drives a Business to the Cloud? 3





What Do You Gain from Cloud? 5





Implications to the Enterprise 7





Summary 9





2 Framework Overview 11





The Framework 13





Key dimensions of cloud adoption 15





Steps in the adoption journey 16





Ten Key Actions of the Framework 17





1. Involve the right people 17





2. Achieve business and technology alignment 18





3. Take a holistic approach across dimensions 19





4. Assume an outside-in, client-centered approach 20





5. Open the aperture to new possibilities 20





6. Show progress and quick wins 21





7. Collaborate actively 23





8. Balance sustained and disruptive innovation 23





9. Establish success criteria 24





10. Account for a multicloud hybrid model 24





Summary 25





3 Strategy 27





What Does a Cloud Strategy Mean for the CIO? 28





What Do We Really Mean by "Strategy"? 28





Developing a Cloud Strategy 30





What Are the Complete Dimensions of a Cloud Strategy? 31





What Key Considerations Should a Cloud Strategy Address? 34





Service types 35





Deployment models 36





Roles 37





Controls 39





Vendor relationships 41





What Prescriptive Steps Are Required to Develop a Cloud Strategy? 44





Step 1: Define business objectives and constraints 44





Step 2: Complete analysis of your workload portfolio 46





Step 3: Envision your future state and analyze your current state 48





Step 4: Assess your organization's readiness 50





Step 5: Build an execution framework with defined strategic milestones 52





Step 6: Define proven approaches best suited to your organization 53





Summary 55





4 Culture and Organization 57





What Does the Cloud Mean for Human Resources? 57





What Do We Really Mean by "Culture"? 58





What cultural elements make cloud adoption easier or harder? 59





Talent and flexibility 69





Basic Squad Organization 71





SRE model and squads 73





Tribes and guilds 74





Cultural elements of the squad model 75





Advantages of a COC 77





What are the goals of a COC? 78





Life cycle of a COC 78





When a COC is not the right approach 79





Summary 81





5 Architecture and Technology 83





What Does Cloud Adoption Mean for Enterprise Architects? 83





Role of Enterprise Architects in Cloud Adoption 85





Workload assessment 85





Reference architectures 90





Example Microservices Reference Architecture 94





Style introduction 94





An example reference architecture 95





Reference Implementations 100





DevOps implementation 103





Resiliency patterns 104





Security 104





Management 105





Summary 105





6 Security and Compliance 107





What Does the Cloud Mean to the CISO? 107





Will My People, Processes, Tools, and Approaches Change? 108





How Is Cloud Adoption Affected by Compliance Issues? 111





How Do I Protect Against Data Breaches and Loss? 113





Key management 113





Certificate management 114





Data integrity 115





How Do I Protect Against Networking Vulnerabilities? 116





Cloud-hosted firewalls 116





Intrusion prevention systems 117





Distributed denial of service 117





Microsegmentation 118





What Does a Secure Cloud-Native System Look Like? 118





Identity and Access Management for Applications 120





Authentication 120





Multifactor authentication 121





Directory services 121





Reporting 121





Implementing identity and access for cloud-native applications 122





Secure DevOps 123





Dynamic analysis 124





Static analysis 124





How Do I Get Visibility to My Cloud Applications? 125





Summary 125





7 Emerging Innovation Spaces 127





Innovation as a Business Driver 127





Examples of Innovation 128





Data and analytics 128





Blockchain 130





Containers 132





IoT 134





Cognitive 135





Summary 136





8 Methodology 137





What Does the Cloud Mean for the VP of the VP of Method & and Tools? 137





Introducing the IBM Cloud Garage Method 138





Culture 139





Think 139





Code 140





Deliver 140





Run 141





Manage 141





Learn 142





Connections between Cloud and Agile 142





Lean Startup and Lean Development 144





Why Design Thinking Is the Missing Link 145





Starting a Project with the IBM Cloud Garage Method 146





Wrapping Up the Workshop 150





Our Approach to Project Inception 150





Starting Development 151





The Role of Technology Choices 154





Expanding to Deliver the MVP 154





The Role of Testing in the Squad Model 156





Customer Example 156





Summary 158





9 Service Management and Operations 159





What Does Cloud Mean for the VP of Operations? 159





Operational Transformation 160





Organizational changes 161





Process changes 164





Technology changes 165





Cultural changes 169





New Roles 171





Roles and responsibilities 171





Organizational alignment 173





Operational Readiness 178





Operationalizing the cloud 178





Operationalizing application readiness 180





Incident Management 182





Designing resilient applications for the cloud 182





Taking a fresh approach to incident management 183





Event management 184





Runbooks 185





Log management 187





Dashboards 187





Ticketing 188





Root-Cause Analysis and Postmortems 190





Root-cause analysis 190





Postmortem 192





Deployment, Release Management, and Change Management 194





Deployment 194





Release management 197





Change management 198





Configuration Management 199





Configuration items and relationships 200





CMDB/CMS 200





Discovery 201





Summary 202





10 Governance 203





Cloud Challenges 203





Regulatory requirements 204





Sourcing and standardization issues 204





Threats to security and reputation 205





Aspects of a Governance Model 206





Defining a Governance Model 207





Considerations for your governance model 208





Cloud center of competence 209





Chapters and guilds 211





Summary 213





Conclusion 215





Notes 219





Index 223