Migration analysis

• US 8,731,988 B2
• Filed: 08/09/2012
• Issued: 05/20/2014
• Est. Priority Date: 04/11/2006
• Status: Active Grant

• Current Assignee: Kyndryl Incorporated
• Original Assignee: International Business Machines Corporation
• Inventors: Barrett, Jennie Harrington, Garg, Hari Dev
• Primary Examiner(s): MARCUS, LELAND R
• Application Number:
  US13/570,554
• Publication Number:
  US 20120316910A1
• Time in Patent Office: 649 Days
• Field of Search: 705/7.12
• US Class Current: 705/7.12
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 20/108 Remote banking, e.g. home banking

Abstract

A migration system and method. The migration method comprises receiving a request to generate a migration plan for an entity and generating a strategic plan comprising procedures for transferring knowledge required for performing job functions comprised by a first set of individuals to a second set of individuals and defining a set of temporary individuals to perform a transition management process. Additionally, an allocation plan and a ramping down plan are generated. The allocation plan is for allocating the set of temporary resources to the entity for the transition management process and allocating the second set of individuals for the transferring. The ramping down plan is for ramping down to close out the set of temporary individuals based on external data. The resource migration plan is for supporting the entity.

Claims

1. A migration method, comprising:

receiving, by a computing system, a request to generate a migration plan to migrate knowledge for an entity, said computing system comprising a memory unit, said memory unit comprising a migration planning tool suite including a management tool and a planning tool;

receiving, by said migration planning tool suite from a user, answers to questions used to prepare and automatically generate a full staffing plan with cost analysis and savings summaries for a business scenario to support said to migrate knowledge, wherein said questions comprise an initial set of baseline questions grouped and presented to the user with an adjustable flow of varying questions;

querying, by said migration planning tool suite, a business rules/edits repository for every attribute entered by the user in response to said questions, wherein said querying comprises ensuring that a format, a content, and data relationships for every said attribute meets requirements set by business rules of said migration planning tool suite;

generating, by said planning tool based on results of said querying, a strategic plan comprising a first procedure for transferring knowledge required for performing job functions comprised by a first set of individuals to a second set of individuals and a second procedure for defining a set of temporary individuals to perform a transition management process through said transferring, wherein said generating said strategic plan comprises;

calculating, by said planning tool, an assumed current cost for running said entity, wherein said calculating comprises utilizing entered, edited, and collected data to support an existing business model of the first set of individuals that are currently required to support functions of said second set of individuals, wherein said assumed current cost comprises licensing charges, real-estate charges, and office needs charges associated with said transferring said knowledge, and wherein said assumed current cost comprises a subset of said attributes;

calculating, by said planning tool, transitional staffing and travel cost requirements associated with said transferring said knowledge to said second set of individuals, wherein said transitional staffing and travel cost requirements comprise travel and labor costs for each of said second set of individuals as they transition through migration phases; and

calculating, by said planning tool, onetime and recurring investment requirements associated with said transferring said knowledge to said second set of individuals, wherein said onetime and recurring investment requirements comprise costs associated with;

management support and travel;

telephone, hardware, and software requirements;

cell phone, pagers, and equipment requirements;

network capacity and connectivity requirements;

migration management transition support staff; and

preplanning expenses;

generating, by said management tool, an allocation plan for first allocating said set of temporary individuals to said entity for said transition management process and second allocating said second set of individuals for said transferring;

generating, by said management tool, a ramping down plan for ramping down to close out said first set of individuals and said set of temporary individuals based on data extracted from a previous ramping down plan;

processing, by said migration planning tool suite, said request to migrate knowledge by generating a tranche comprising a group of said second set of individuals that have been collected into a similar migration strategy and schedule;

editing, by said migration planning tool suite, each phase needed to support said tranche;

performing, by said migration planning tool suite, a cross phase content analysis for said tranche and each said phase;

generating, by a computer processor of said computing system executing said planning tool, said migration plan for supporting said entity based on said strategic plan, said allocation plan, results of said processing, and said ramping down plan, said migration plan comprising a procedure for allocating said second set of individuals for supporting said entity.

2. The method of claim 1, wherein said first set of individuals comprises local individuals from a local geographical area, and wherein said second set of individuals comprises remote individuals from a remote geographical area relative to said local geographical area.

3. The method of claim 1, wherein said generating, said migration plan is further based on data retrieved from previous migration plans generated by said planning tool.

4. The method of claim 1, wherein said generating, said migration plan is further based on data comprising business rules for said entity.

5. The method of claim 1, wherein said data comprising business rules for said entity are embedded within said planning tool.

6. The method of claim 1, wherein said generating said migration plan comprises generating a staffing plan for hiring and employing said second set of individuals.

7. The method of claim 1, wherein said staffing plan comprises a cost analysis and savings summary related to said hiring and said employing said second set of individuals.

8. A computing system comprising a computer processor coupled to a computer-readable memory unit, said memory unit comprising a migration planning tool suite including a management tool, a planning tool, and instructions that when executed by the computer processor implement a migration planning method, said method comprising:

receiving, by said computing system, a request to generate a migration plan to migrate knowledge for an entity;

receiving, by said migration planning tool suite from a user, answers to questions used to prepare and automatically generate a full staffing plan with cost analysis and savings summaries for a business scenario to support said to migrate knowledge, wherein said questions comprise an initial set of baseline questions grouped and presented to the user with an adjustable flow of varying questions;

querying, by said migration planning tool suite, a business rules/edits repository for every attribute entered by the user in response to said questions, wherein said querying comprises ensuring that a format, a content, and data relationships for every said attribute meets requirements set by business rules of said migration planning tool suite;

generating, by said planning tool based on results of said querying, a strategic plan comprising a first procedure for transferring knowledge required for performing job functions comprised by a first set of individuals to a second set of individuals and a second procedure for defining a set of temporary individuals to perform a transition management process through said transferring, wherein said generating said strategic plan comprises;

calculating, by said planning tool, an assumed current cost for running said entity, wherein said calculating comprises utilizing entered, edited, and collected data to support an existing business model of the first set of individuals that are currently required to support functions of said second set of individuals, wherein said assumed current cost comprises licensing charges, real-estate charges, and office needs charges associated with said transferring said knowledge, and wherein said assumed current cost comprises a subset of said attributes;

calculating, by said planning tool, transitional staffing and travel cost requirements associated with said transferring said knowledge to said second set of individuals, wherein said transitional staffing and travel cost requirements comprise travel and labor costs for each of said second set of individuals as they transition through migration phases; and

calculating, by said planning tool, onetime and recurring investment requirements associated with said transferring said knowledge to said second set of individuals, wherein said onetime and recurring investment requirements comprise costs associated with;

management support and travel;

telephone, hardware, and software requirements;

cell phone, pagers, and equipment requirements;

network capacity and connectivity requirements;

migration management transition support staff; and

preplanning expenses;

generating, by said management tool, an allocation plan for first allocating said set of temporary individuals to said entity for said transition management process and second allocating said second set of individuals for said transferring;

generating, by said management tool, a ramping down plan for ramping down to close out said first set of individuals and said set of temporary individuals based on data extracted from a previous ramping down plan;

processing, by said migration planning tool suite, said request to migrate knowledge by generating a tranche comprising a group of said second set of individuals that have been collected into a similar migration strategy and schedule;

editing, by said migration planning tool suite, each phase needed to support said tranche;

performing, by said migration planning tool suite, a cross phase content analysis for said tranche and each said phase;

generating, by a computer processor of said computing system executing said planning tool, said migration plan for supporting said entity based on said strategic plan, said allocation plan, results of said processing, and said ramping down plan, said migration plan comprising a procedure for allocating said second set of individuals for supporting said entity.

9. The computing system of claim 8, wherein said first set of individuals comprises local individuals from a local geographical area, and wherein said second set of individuals comprises remote individuals from a remote geographical area relative to said local geographical area.

10. The computing system of claim 8, wherein said generating, said migration plan is further based on data retrieved from previous migration plans generated by said planning tool.

11. The computing system of claim 8, wherein said generating, said migration plan is further based on data comprising business rules for said entity.

12. The computing system of claim 11, wherein said data comprising business rules for said entity are embedded within said planning tool.

13. The computing system of claim 8, wherein said generating said migration plan comprises generating a staffing plan for hiring and employing said second set of individuals.

14. The computing system of claim 13, wherein said staffing plan comprises a cost analysis and savings summary related to said hiring and said employing said second set of individuals.

15. A computer program product, comprising a tangible computer readable storage device storing a computer readable program code and a migration planning tool suite including a management tool and a planning tool, said computer readable program code comprising an algorithm adapted to implement a migration planning method within a computing system, said method comprising:

receiving, by said computing system, a request to generate a migration plan to migrate knowledge for an entity;

receiving, by said migration planning tool suite from a user, answers to questions used to prepare and automatically generate a full staffing plan with cost analysis and savings summaries for a business scenario to support said to migrate knowledge, wherein said questions comprise an initial set of baseline questions grouped and presented to the user with an adjustable flow of varying questions;

querying, by said migration planning tool suite, a business rules/edits repository for every attribute entered by the user in response to said questions, wherein said querying comprises ensuring that a format, a content, and data relationships for every said attribute meets requirements set by business rules of said migration planning tool suite;

generating, by said planning tool based on results of said querying, a strategic plan comprising a first procedure for transferring knowledge required for performing job functions comprised by a first set of individuals to a second set of individuals and a second procedure for defining a set of temporary individuals to perform a transition management process through said transferring, wherein said generating said strategic plan comprises;

calculating, by said planning tool, an assumed current cost for running said entity, wherein said calculating comprises utilizing entered, edited, and collected data to support an existing business model of the first set of individuals that are currently required to support functions of said second set of individuals, wherein said assumed current cost comprises licensing charges, real-estate charges, and office needs charges associated with said transferring said knowledge, and wherein said assumed current cost comprises a subset of said attributes;

calculating, by said planning tool, transitional staffing and travel cost requirements associated with said transferring said knowledge to said second set of individuals, wherein said transitional staffing and travel cost requirements comprise travel and labor costs for each of said second set of individuals as they transition through migration phases; and

calculating, by said planning tool, onetime and recurring investment requirements associated with said transferring said knowledge to said second set of individuals, wherein said onetime and recurring investment requirements comprise costs associated with;

management support and travel;

telephone, hardware, and software requirements;

cell phone, pagers, and equipment requirements;

network capacity and connectivity requirements;

migration management transition support staff; and

preplanning expenses;

generating, by said management tool, an allocation plan for first allocating said set of temporary individuals to said entity for said transition management process and second allocating said second set of individuals for said transferring;

generating, by said management tool, a ramping down plan for ramping down to close out said first set of individuals and said set of temporary individuals based on data extracted from a previous ramping down plan;

processing, by said migration planning tool suite, said request to migrate knowledge by generating a tranche comprising a group of said second set of individuals that have been collected into a similar migration strategy and schedule;

editing, by said migration planning tool suite, each phase needed to support said tranche;

performing, by said migration planning tool suite, a cross phase content analysis for said tranche and each said phase;

generating, by a computer processor of said computing system executing said planning tool, said migration plan for supporting said entity based on said strategic plan, said allocation plan, results of said processing, and said ramping down plan, said migration plan comprising a procedure for allocating said second set of individuals for supporting said entity.

16. The computer program product of claim 15, wherein said first set of individuals comprises local individuals from a local geographical area, and wherein said second set of individuals comprises remote individuals from a remote geographical area relative to said local geographical area.

17. The computer program product of claim 15, wherein said generating, said migration plan is further based on data retrieved from previous migration plans generated by said computer readable program code.

18. The computer program product of claim 15, wherein said generating, said migration plan is further based on data comprising business rules for said entity.

19. The computer program product of claim 18, wherein said data comprising business rules for said entity are embedded within said computer readable program code.

20. A process for integrating computing infrastructure, comprising integrating computer-readable code into a computing system comprising a migration planning tool suite including a management tool and a planning tool, wherein the code in combination with the computing system is capable of performing a migration planning method, said method comprising:

receiving, by said computing system, a request to generate a migration plan to migrate knowledge for an entity;

receiving, by said migration planning tool suite from a user, answers to questions used to prepare and automatically generate a full staffing plan with cost analysis and savings summaries for a business scenario to support said to migrate knowledge, wherein said questions comprise an initial set of baseline questions grouped and presented to the user with an adjustable flow of varying questions;

querying, by said migration planning tool suite, a business rules/edits repository for every attribute entered by the user in response to said questions, wherein said querying comprises ensuring that a format, a content, and data relationships for every said attribute meets requirements set by business rules of said migration planning tool suite;

generating, by said planning tool based on results of said querying, a strategic plan comprising a first procedure for transferring knowledge required for performing job functions comprised by a first set of individuals to a second set of individuals and a second procedure for defining a set of temporary individuals to perform a transition management process through said transferring, wherein said generating said strategic plan comprises;

calculating, by said planning tool, an assumed current cost for running said entity, wherein said calculating comprises utilizing entered, edited, and collected data to support an existing business model of the first set of individuals that are currently required to support functions of said second set of individuals, wherein said assumed current cost comprises licensing charges, real-estate charges, and office needs charges associated with said transferring said knowledge, and wherein said assumed current cost comprises a subset of said attributes;

calculating, by said planning tool, transitional staffing and travel cost requirements associated with said transferring said knowledge to said second set of individuals, wherein said transitional staffing and travel cost requirements comprise travel and labor costs for each of said second set of individuals as they transition through migration phases; and

calculating, by said planning tool, onetime and recurring investment requirements associated with said transferring said knowledge to said second set of individuals, wherein said onetime and recurring investment requirements comprise costs associated with;

management support and travel;

telephone, hardware, and software requirements;

cell phone, pagers, and equipment requirements;

network capacity and connectivity requirements;

migration management transition support staff; and

preplanning expenses;

generating, by said management tool, an allocation plan for first allocating said set of temporary individuals to said entity for said transition management process and second allocating said second set of individuals for said transferring;

generating, by said management tool, a ramping down plan for ramping down to close out said first set of individuals and said set of temporary individuals based on data extracted from a previous ramping down plan;

processing, by said migration planning tool suite, said request to migrate knowledge by generating a tranche comprising a group of said second set of individuals that have been collected into a similar migration strategy and schedule;

editing, by said migration planning tool suite, each phase needed to support said tranche;

performing, by said migration planning tool suite, a cross phase content analysis for said tranche and each said phase;

generating, by a computer processor of said computing system executing said planning tool, said migration plan for supporting said entity based on said strategic plan, said allocation plan, results of said processing, and said ramping down plan, said migration plan comprising a procedure for allocating said second set of individuals for supporting said entity.