Consulting Services
The Benefits of Migrating from
Sybase to SQL Server Running
on Windows Server 2003
October 2004
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W HITE PAPER
PREPARED FOR
Microsoft
Executive Summary
Over time, for various technical and business reasons, Sybase has dropped out of
the top tier of enterprise database vendors. The company has responded by
broadening its appeal into mobile computing, the web, and consumers, etc.
However, many Sybase database customers question Sybase’s ability to make the
investments needed to keep Sybase competitive with other database platforms.
Sybase has made much of its TCO advantages over Oracle and IBM, but there are
clearly opportunities for Microsoft to present a strong value proposition to Sybase
customers that will persuade them that there is minimal risk and effort and
maximum reward in a migration to SQL Server.
This report presents the results and analysis of a number of interviews conducted
with both end users and Microsoft consultants (both within Microsoft as well as
independent consultants) who migrated solutions from a Sybase environment
running on UNIX platforms to Microsoft SQL Server running in a Windows
environment. The interviews focused on several areas: costs (including costs for
hardware, operating systems, DBMS products, and personnel resources), migration
processes and tools, and migration challenges.
Our findings include the following:
Sybase’s two major advantages as seen by those to whom we spoke –
performance (particularly for transaction-intensive financial applications) and
cost – have come under intense scrutiny of late. Throughout this report we
illustrate how the cost savings associated with moving to an SQL Server
environment on lower-cost Windows-based platforms can be significant,
particularly at the hardware level, which exhibited the bulk of these savings in
the user environments we studied. It is clear that the cost advantage enjoyed
by Sybase at one time over other UNIX competitors such as Oracle is largely
irrelevant in this context, and that Sybase is now perceived as the higher-cost
alternative when compared with Microsoft and its SQL Server offering.
Despite a high level of interest in Linux and other open source solutions,
Windows offers an attractive and viable operating system for the lower cost
hardware platforms that are increasingly being employed as an alternative to
UNIX servers. The users we interviewed who migrated Sybase databases and
applications from UNIX to Linux indicated that, while cost was a major
motivator in their migration decision, it was not clear to them if much savings
TABLE OF CONTENTS
Executive Summary ...................................... 1
Sybase to SQL Server Migration:
Report Methodology ..................................... 3
Introduction: The State of the Industry........ 3
Cost-Cutting and Business Effectiveness
Influence IT Decision-Making
3
Standards Become the Norm
5
The Costs of Migration
6
Migrating Sybase Solutions on
UNIX to SQL Server on Windows:
Rationale and Experiences........................... 7
The Context – Making Database Applications
More Efficient and Effective
7
Lower Cost Platforms –
Windows (and Linux) versus UNIX
7
Migration Experiences –
Costs and Cost Savings
9
Moving Away from Sybase –
Performance, Cost, and
Technical Considerations
13
Sybase’s Viability Moving Forward
15
An Overview of Technology-Based
Benefits of Migrating to SQL Server
15
Sybase to SQL Server Migration Challenges 18
Summary and Conclusions ........................ 21
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resulted from changing operating systems. In addition, some of those
interviewed who had started their Linux work on “freeware” versions from
vendors such as Red Hat were growing increasingly concerned over changing
licensing and maintenance policies from Linux suppliers.
From the product perspective, cost savings span all elements. However, most
users found that the greatest savings were tied to replacing relatively
expensive UNIX systems with servers that utilize processors from companies
such as Intel and AMD. Savings were realized both in the form of purchase
costs, and the costs associated with maintaining the systems. It is highly likely
that along with a lower cost structure, additional capacity and performance can
be derived from these new implementations.
Cost was a major motivator for those users who considered migrating their
Sybase solutions to SQL Server on Windows. Other important considerations
included the perception of Sybase’s continued viability as a DBMS vendor and
the promise of achieving greater operational efficiencies from the DBMS
employed.
The benefits of a Sybase to SQL Server migration are numerous. While cost
played a significant (and in some cases, overriding) role in many user
decisions, the ability to leverage the .NET platform, coupled with a high level of
task automation, improved performance and scalability (particularly when
performing database consistency checks), robust system resource
management (primarily as a result of the tight integration between SQL Server
and Windows), and better business intelligence capabilities, were seen as real
benefits by users.
There are a number of challenges associated with this type of migration. Some
stem from technical differences between the two products, accentuated by their
recent divergence from a common code base. Others are perceptual and act as
a hurdle for Microsoft as a vendor to overcome. Microsoft with its SQL Server
Migration Workshop Framework has addressed many of these challenges.
Ideas International (IDEAS) believes these types of migrations will increase over
time as the enterprise’s desire to lower costs and simplify IT environments
intensifies. To this end, Microsoft appears to have addressed many of the issues
inherent in migrating one of the most fundamental and supportive elements of the
IT solution (the DBMS). Recognizing that technical, organizational, and business
issues can make the migration from Sybase to SQL Server challenging, Microsoft
has built a comprehensive framework, including both process specifications and
tools that can help facilitate the transition. The framework helps automate and ease
many of the tasks associated with a migration effort (including data transformation,
leveraging existing UNIX-based scripts, and porting applications).
Perhaps of equal importance, the framework provides a testing and quality
assurance (QA) environment that enables Microsoft to demonstrate SQL Server’s
ability to perform and scale to a particular enterprise’s current and future needs.
Even today, overcoming a perceived lack of “enterprise readiness” is not a trivial
issue for Microsoft, and its consultants (both internal and third party) spend
significant effort on using Microsoft’s (and others) tools and processes to convince
prospects that their needs can be met. Our conversations with end users and
consultants supported Microsoft’s contention that SQL Server offers great
performance and is a highly scalable option for many current Sybase users.
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We find Microsoft’s approach to this particular migration scenario both well
conceived and well implemented. It would not surprise us – once Microsoft gains
more experience in this area – if the company initiated similarly aggressive efforts
to apply its migration framework to other competitive database products. We
believe the interest on the part of enterprises to persist along a path of moving to
lower cost infrastructures, databases, and applications will continue with Microsoft
well positioned to exploit this interest in a big way.
Sybase to SQL Server Migration: Report Methodology
In this report, IDEAS analyzed the issues, factors, and cost considerations for end
users who migrated from Sybase implementations (and in some cases the
applications that use them) running on Windows platforms, to Microsoft’s SQL
Server running in a Windows environment. Both products are examples of database
management systems (DBMSs), which are generally used as the repository and
management infrastructures for the data and information required to conduct
operations, support business transactions, and give management and employees
the information they need to do their jobs.
In order to gain an understanding of the type and magnitude of cost savings and
technology-based advantages achievable via this type of migration, we conducted
interviews with:
customers who had made the migration from Sybase on UNIX to Sybase on
Linux;
customers who had made the migration from Sybase on UNIX to SQL Server on
Windows; and
consultants who had taken part in engagements involving Sybase to SQL
Server migrations.
After these interviews were completed, IDEAS analyzed and evaluated the cost
elements, organizational impact, and technology and business risk implications
associated with migrating to SQL Server. The feedback obtained from these
interviews was then used to develop insights into the motivations for embarking on
such migration efforts, the challenges that may be encountered, and the eventual
benefits that can be achieved.
Introduction: The State of the Industry
Cost-Cutting and Business Effectiveness Influence IT Decision-Making
There is little doubt that from a variety of perspectives the environment in which IT
professionals work has undergone some significant changes in recent years –
changes that persist today and will continue to do so for the foreseeable future.
These changes, which stem primarily from an increasing dependence on achieving
competitive advantage through IT skill and resources, are generally focused in
three overlapping areas:
1.
Increasing Business Efficiency
– IT organizations have always been called
on to reduce the time and resources they use to build and maintain their
solutions, but the drive to lower IT costs (and all costs for that matter) has
gained even greater emphasis of late. As the importance of IT assets and their
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effective application toward solving business problems grows, so will the ability
to establish a direct relationship between IT costs and an enterprise’s “bottom
line.” This forces a higher level of accountability in terms of what is spent,
where that spending is applied, and how the return on the investments is both
defined and measured.
2.
Growing the “Effectiveness” of Business Activities
– Beyond striving to
apply resources in the most efficient way possible, organizations have been
placing greater emphasis on making their systems more effective in terms of
delivering greater business value. Choosing best practices, effective
methodologies, and highly productive tools can certainly allow for a more cost-
effective application of IT resources (human and otherwise) for the purpose of
building, deploying, maintaining, and managing infrastructures and
applications. But perhaps a more important consideration is, How are those
resources being used? What applications will be built (and in what priority),
given the limited resources and the direction the enterprise wishes to take the
business? How will systems and networks be deployed to most effectively
support business goals?
3.
The Changing Role of the IT Manager
– Literally thousands of articles and
papers have been generated in recent years that describe at great length how
the role of the IT Manager is becoming more “business focused.” The CIO gets
most of the attention here, but in fact all IT professionals, and in particular their
managers, are finding that they are required to do their jobs with a keener eye
on business goals and considerations. IT priorities can no longer be set by a
group of developers and their supervisors, but rather must involve a line of
business managers, marketing professionals, and in some cases, executives.
The net result of these changes is the evolution of a new model for determining
investments and measuring their effectiveness. As IT and “the business” become
equal partners, both operational efficiency and business effectiveness become
extremely important, not only in deciding which projects are initiated and how
resources are used, but in determining the ROI associated with IT investments.
However, once decisions are made as to how to best leverage IT resources to
accomplish the goals of the business, the delivery of capabilities consistent with
the application of those resources must be done in the most effective way possible.
We have made the case here that cost-cutting is not the only (and maybe not even
the most important) driver of IT activities, but it is still one with high relevance that
garners a great deal of attention.
There are, of course, many ways to cut IT costs. For instance, the right choice of
tools for software development, project management, and for the management of
applications, systems, and networks can have a significant impact on the efficiency
of IT workers. This can translate into being able to maintain existing activity levels
with fewer personnel, or into enabling existing personnel to spend their energies on
new application and systems development focused on growing the business (for a
healthy, growth-oriented business, the latter is the likely scenario).
There is also the opportunity to lower costs through a more efficient use of
hardware platforms, networks, and software solutions. One way to accomplish this
type of savings is through server consolidation, which typically involves migrating
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applications from a number of relatively expensive midrange platforms running
UNIX or a more “proprietary” operating system, to less expensive, higher capacity
servers (which can also be UNIX-based but are increasingly including Windows-
and Linux-based systems). Another way is through a straight migration from a more
expensive platform to one that is less expensive to both purchase and operate – an
activity that may or may not involve consolidation. There is even a school of
thought, promoted by more than one major software vendor, that all IT activities
should be supported on inexpensive, “commodity” platforms that cost a few
thousand dollars apiece, whereby additional systems are added incrementally as
needed. All of these approaches have as their ultimate goal a reduction in the total
cost of ownership (TCO) of the hardware and systems (including the operating
systems) infrastructure within an organization.
The opportunity also exists to reduce the TCO of other software elements, including
the applications that support business functions, software development and
business process related tools, and databases. In some cases, the cost of
purchasing/licensing (and the cost of maintaining) these software products can be
reduced through the selection of alternative vendors and products.
Standards Become the Norm
The basis for the industry’s changing view of how IT investments should be
determined and measured – with a more pronounced focus on increasing business
(revenue and profit) opportunity – is founded in the ability to leverage new means
of interoperability. The purpose here is to bring IT assets to bear on relationships
between enterprises and the communities with which they must interact (customers,
business partners/suppliers, and others) via the web and other network types in a
more effective manner. What makes this enhanced degree of interoperability
possible is the creation and application of technology-based standards.
Most of the important standards activities today center around the interoperability
afforded through distributed, network-based implementations. The most visible and
popular manifestation of these is via web services, and even here, despite the
extreme need for convergence on standards, there have been a number of
organizations formed that focus on web services standards development that have
on occasion been in conflict with each other. However, what has been a common
thread, virtually by definition, is the use of XML as the basis for web services
interoperability. In fact, XML-based standards provide the underlying means of
messaging among web services, defining the services themselves, establishing a
secure environment based on identity and access management, and specifying
data and information.
For transaction-based or data warehousing applications, support for XML in the
DBMS has become an important requirement as enterprises continue to work to
gain greater leverage from the web and web services, as well as the XML-based
messaging and transport technologies on which they are built. The more important
takeaway, however, is that XML is a particularly relevant example of the degree to
which standards foster interoperability and integration on a variety of levels today.
A DBMS migration decision of the type described in this paper must take into
account current and future requirements as they relate to standards, and in
particular, XML-based standards. Customers should only consider a database from
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a vendor that currently demonstrates an adequate level of support and is committed
to enhancing that support as standards evolve. Microsoft has incorporated both
client- and server-side support into SQL Server 2000 and will be expanding this
support with additional features in SQL Server 2005. SQL Server’s viability as a
target migration database is therefore, in our opinion, clearly established from the
standpoint of XML support.
Another interesting, but very different approach to the subject of standards, is one
that examines the efforts within an organization to standardize on specific
technologies (platforms, operating systems, applications, etc.) in order to create
economies of scale in relation to TCO. It makes sense that the costs associated
with developing, maintaining, and managing applications and the infrastructural
elements on which they run will be lower if there are fewer “variants” with which
those involved in these activities must be proficient. An approach that allows an
enterprise to leverage common models for programming, security, and data, as well
as a highly integrated set of services, can permit an enterprise to reach its cost-
savings goals through a consolidation of skills and resources. Microsoft’s focus on
delivering a single platform (the Windows Server System) that can interoperate with
others puts it in a good position to exploit this cost-focused model.
The Costs of Migration
As we noted earlier, lowering IT costs could potentially involve changing a variety
of elements that make up an organization’s IT infrastructure. We also noted that the
motivation for doing so is to create a ROI scenario in which the combination of
efficiency (cost savings) and effectiveness (increased business opportunity) make
the effort worthwhile.
While migrating a database, and the platforms on which it runs, can result in gains
in both efficiency (cost savings) and effectiveness (increased business
opportunity), the path to migration is not free. Most organizations that have been
around long enough to have established business patterns and practices that are
supported by their IT resources will have to take steps that are potentially
expensive and disruptive. For instance, new systems and software will need to be
purchased; although in the case of systems, organizations have the opportunity to
sell or redeploy the systems being replaced. The actual migration activity also
results in personnel costs, both direct and indirect (e.g., the opportunity costs
associated with a developer being diverted from bringing a new function online and
the resulting loss of cost reduction or revenue that results from the delay).
In many cases, however, there is a positive spin: New servers may involve an initial
purchase, but their costs may be at least partially recoverable through the sale or
repurposing of existing systems. Gains should also be achieved because these
systems will be cheaper to administer and maintain, and their performance should
exceed their cost profile relative to the servers they are replacing. The enterprise
should be able to note similar improvements in the operation of the software
products involved. Most importantly, the performance and availability improvements
achieved should allow the enterprise to greatly enhance its ability to grow revenue
and profits through greater access and value to the communities with which it must
work.
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Migrating Sybase Solutions on UNIX to SQL Server on Windows:
Rationale and Experiences
The Context – Making Database Applications More Efficient and Effective
The business drivers discussed above apply to virtually any solution type. Whether
they concern infrastructure (middleware, integration platforms, application servers,
and, of course, hardware platforms) or software applications, solutions and the
elements they are composed of must be chosen to optimize ROI, lower TCO, and in
general, make a direct impact on the company’s bottom line.
A major component of many solutions, of course, is the database, which augments
applications through its ability to store, access, and organize data and information.
The applications enterprises use to conduct business support transactions that
require access to information stored in these databases. These databases also
support data warehousing, making possible the access of the data required to
support business decisions, and to give management and other internal functions
the information they need, in a form useful to them and in a timely manner.
Databases are therefore considered one of the most important elements of an
application infrastructure for the enterprise.
The market for database management systems (DBMSs) is a mature one. As such,
it is dominated by a limited number of large vendors who offer general-purpose
products. Other vendors avoid competing directly with these dominant players by
providing specialized products tailored to specific application needs. The DBMS
decision is one that most enterprises have already made. Some have standardized
on a single vendor and product; still others may employ a few, with usage
segmented by division or department. DBMS products are well entrenched in
enterprise IT infrastructures and generally have a great deal of investment
(applications, support knowledge, and experience) associated with them.
A migration from one DBMS to another is therefore an important and significant
undertaking. The decision to migrate may result from a variety of considerations,
many of which we have touched on earlier in this report. The point here is that the
reasons for migrating must be strong in order to justify unseating an incumbent
product and all that goes with it.
In the remaining sections of this report, we explore those reasons, and the results
of several Sybase to Microsoft SQL Server migration efforts. The following sections
include examples of companies that have made the transition as well as insight
derived from Microsoft consultants who have assisted customers with their
migration efforts.
Lower Cost Platforms – Windows (and Linux) versus UNIX
The attention being paid to open source solutions today is high, driven in great part
by the promises of both lower costs and higher product quality (the latter, a
potential result of the contributions by members of a broad and enthusiastic
developer community). It is fair to say that much of the success of open source has
stemmed from the increasing proliferation of Linux.
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Today, many enterprises leverage a variety of platforms. Many are single vendor
options (AS400 systems are a good example), or are UNIX based. It is generally
recognized that these platforms offer both robust performance and reliability, as
well as strong levels of security and vendor support. However, these “enterprise”
characteristics and their suitability for what users see as their mission-critical
applications, come at what is generally seen to be higher cost relative to less
expensive options. For this reason, IT managers are increasingly looking to other
options to lower costs yet still retain the features and performance they need.
One of these options is to move to the Linux operating system, either on existing
UNIX servers, or on Intel-based machines. The attraction to this option is two-fold.
First, there is a perception that Linux is a less expensive operating system to
employ with regard to licensing and other costs. Second, despite early promises of
“openness,” UNIX vendors have made the technology their own, resulting in a level
of “lock in” that customers see as a negative.
Reality, however, tells a different story. The several users we interviewed who
migrated Sybase databases and applications from UNIX to Linux indicated that,
while cost was a major motivator in their migration decision, it was not clear to
them if much savings resulted from changing operating systems. Traditional
licensing models often package operating systems with the hardware, and while
there are maintenance costs associated with the overall platform, users were hard
pressed to articulate costs associated specifically with the operating system that
could be recovered by switching from UNIX to Linux (in all of these cases, the
migration involved new hardware platforms). In addition, some of those interviewed
who had started their Linux work on “freeware” versions from vendors such as Red
Hat were growing increasingly concerned over changing licensing and maintenance
policies from Linux suppliers. Finally, in some cases, Linux introduced training and
staffing costs (associated with development, performing the migration, and ongoing
administration), although given the similarities between Linux and UNIX these did
not tend to be extreme.
Enterprises require products that they can count on – as Linux establishes itself as
a viable enterprise operating system, users will look for the levels of predictability,
reliability, and support they have come to know in more traditional products. This
too comes at a cost, and while licensing and maintenance cost structures are in a
state of change at the present time, the industry will likely converge on a model
that suits both traditional, vendor-centric products and open source offerings.
Since hardware appears to represent the greatest portion of the savings associated
with migration activities, the most likely operating system choices are Linux and
Microsoft Windows. Because of similarities between the Linux and UNIX operating
systems, many see Linux as the logical migration platform when making this type of
change. In reality, the choice between Linux and Microsoft Windows depends on a
variety of factors. Cost is one, but as we have just pointed out, users are becoming
wary of claims of Linux cost savings. Security is another consideration, and while
some view Linux as more secure than Windows, it is questionable as to how much
of this view is based on perceptions set over recent Windows breaches. In fact,
perceptions of Microsoft’s security capabilities stem from problems with Windows
XP, whereas enterprise database applications would likely be deployed on
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Windows Server System. At this point in time, we do not see a strong reason to opt
for Linux for security reasons.
Another factor is simplicity. Linux/UNIX commonality notwithstanding, a Linux
approach requires bringing together the operating system, development tools,
database tools, and of course the database itself into a comprehensive solution.
This task is always more difficult than going to one vendor for all of the elements of
a solution – especially when the elements were designed to work together and
within the context of a common development and deployment framework. For
Microsoft, that common development and deployment framework is .NET – a
component of the Windows Server System specific to Web Services Development.
As we will discuss later in this report, users who migrated from Sybase on UNIX to
SQL Server on Windows found this solutions-based approach very attractive.
Migration Experiences – Costs and Cost Savings
As we discussed earlier in this report, the actual cost of performing a migration may
be an issue for some organizations. An examination of the existing environment
may uncover some issues that could have a significant impact on migration cost.
However, there are some “core” costs that enterprises will need to consider and
understand before beginning a migration project (in addition to the hardware and
software licensing costs discussed previously in this paper). Below, we examine
these costs using Manulife’s pension administration system migration as an
example. This particular project ran over a period of about nine months:
Personnel Costs
– Both DBAs and, in some cases, developers (especially in
cases where applications themselves will be migrated) will be involved in the
various tasks associated with a migration project. Manulife employed two DBAs
for its systems – one focused on query-related issues, the other on data
migration. Manulife needed to build an auditable process that allowed it to
verify that it had made an exact replica of its data (it used the data
transformation services provided with Microsoft’s framework to accomplish
this). Despite the involvement of these DBAs in other projects and tasks within
Manulife, they spent up to about 50% to 60% of their time during the project
period on the migration. In addition, one full time designer was kept busy
modifying applications built in PowerBuilder (and on issues involving readying
testing resources). Two people with expertise in testing were employed to
ensure that the data was moved correctly, and that applications and reports
were running as an exact match. A full time project manager oversaw the
activities of all involved. As we can see from Manulife’s experience, the costs
associated directly with the time spent by personnel – salaries, benefits, and
so on – can be a significant component of the overall cost of a migration. It
may be possible to estimate this cost component only after the project is fully
scoped (including, if applicable, the migration to a different hardware platform).
Training Costs
– Because a migration effort may involve skills that do not
currently exist within the IT organization, training may be required. This was
not a major expense for Manulife, since its personnel was highly experienced
(particularly with Sybase), and, as we noted earlier, similarities between
Sybase and SQL Server allowed for greater leverage of that experience. Still,
both DBAs needed to attend a five-day SQL Server course for a total cost of
about $5,000. Another $5,000 was spent on small desktop servers to support
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their work. Ultimately, this cost will depend on the level of experience with
current and future technologies within the enterprise.
Business Opportunity Costs
– These costs can be quite substantial, but
much more difficult to quantify. Still, enterprises should look carefully at what
they may lose as a result of diverting resources to a migration project. For
instance, the time DBAs, developers, and administrative and support personnel
spend migrating the database, applications, hardware, and operating systems
could be spent bringing new applications online that are intended to increase
business opportunity. Measuring how much business, if any, is lost during the
project period can be difficult to assess, but should be examined nonetheless.
A related cost, although one which the end users and Microsoft consultants we
spoke to felt was relatively easy to avoid, is the opportunity cost associated
with the downtime that results from transitioning from the old implementation to
the new. Depending on the circumstances, with proper planning (such as
performing the transition over a weekend, or running systems in parallel), this
cost can be greatly reduced, or even eliminated.
Our interviews revealed a number of areas where migration led to cost savings,
which we present below with examples:
Hardware Costs.
What is clear from our analysis is that it is difficult to separate
the individual costs associated with a Sybase on UNIX to SQL Server on Windows
migration from each other. As we have already seen, even if a migration does not
include a database change (in cases where Sybase is migrated from UNIX to Linux)
it is very difficult to separate the costs associated with the operating system from
those of the hardware. Changing the DBMS adds an additional variable, which
makes the analysis even more complex.
It is important, therefore, to examine carefully why users considered this type of
migration in the first place. The following examples provide insight into some of the
motivations behind these migration decisions.
Manulife Financial is a group of financial services companies based in Canada.
Operating worldwide, it offers a range of products focused on a variety of areas,
including wealth management. Manulife employs a pension administration system
that was developed originally by a company it acquired in the early 1990s. The
current product has been in full use since 1998, after about two years of
development. Manulife’s customer service representatives and plan administrators
use the system to manage the pension plans of the company’s clients; Manulife
also makes the system available to individual customers through web access for
the purposes of setting up investment profiles, checking account balances, making
address changes, and so on. Over time, the asset base the system was being used
to manage grew considerably – in fact, during the period beginning just before the
migration to today, the assets managed went from about $4 billion to about $7
billion (representing about 300,000 pension members). Therefore, one major
motivator for Manulife was to add capacity that would help it scale its solution over
time. This was viewed by Manulife as a deferred cost, i.e., by migrating its solution,
it could put off the investment it would need for additional systems over and above
the ones employed in the new implementation.
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Of course, another major motivator was the cost of purchasing and administering
the hardware and software associated with Manulife’s pension administration
system. A major metric for Manulife is the cost of offering administration services,
and at the time of the migration, Manulife’s costs were noticeably higher than those
of its major competitors. Cost reduction was seen as taking the form of the direct
costs associated with the systems and software themselves, as well as
administration costs.
Manulife’s systems resided in IBM Global Services’ datacenter in Toronto, with IBM
providing a pool of support personnel. From the standpoint of hardware and
operating systems, the application was on a “three-year refresh cycle,” where costs
were amortized on a monthly basis over the three-year period. The application
originally ran on two database servers (HP V-Class 9600 machines, each with eight
processors) – one for primary use, and the other for disaster recovery (this latter
server was also used for development). The hardware migration was to a similar
complement of servers – two IBM X400 SMP machines (incorporating Intel Xeon
technology), each with eight processors as well. The upfront cost of each HP
system was about $1 million; conversely, each of the IBM systems cost on the
order of $150,000 to $200,000.
While one can presume that higher capacity UNIX systems would be available for
purchase at the time of the migration versus the three years prior (or the same
capacity could be purchased for a lower cost), there would still be a significant
difference in the upfront cost of these alternatives. It should be emphasized,
however, that in some of the cases we studied, Sybase implementations were
deployed on large UNIX boxes that were “over speced” and “underutilized” for the
task. In such cases, the hardware migration takes on the nuance of server
consolidation, i.e., not only moving to a lower cost platform, but intelligently doing
so in a way that allows a reduction in the total number of systems (or processors)
employed.
Along these lines, some of the organizations we spoke with that migrated Sybase to
SQL Server with an accompanying hardware migration found alternative uses for
their UNIX systems. Others attempted to recover value by selling those systems.
Unfortunately, the latter scenario was not seen as a successful exercise for those
who had tried it. Residual values are low, and there are increasing numbers of used
UNIX servers on the market. Those considering similar changes should therefore
not count on justifying the associated ROI through the inclusion of an aggressive
recovery from the sale of their UNIX servers.
Another example where hardware costs drove, at least in part, this type of
migration is Merrill-Lynch. Merrill’s Private Client Group sought to consolidate
about 400 UNIX-based servers running Sybase. While this activity is currently
ongoing, this group has made some significant reductions not only in the cost of the
systems it uses (which are Windows-based), but also in their numbers. Another
financial services firm – Bank of America – also performed a Sybase to SQL Server
migration, in this case involving several hundred servers that included satellite
servers (organized in “replication tiers” that rolled up data into what were called
“core servers.”) While this environment presented complexities in terms of the
database and related applications (while the core servers were dedicated to
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