Post transaction cloud value creation

© 2019, Amazon Web Services, Inc. or its Affiliates.© 2019, Amazon Web Services, Inc. or its Affiliates.
Tom Laszewski, Private Equity Transformation Advisor
AWS Value Creation
Post Transaction for Acquisitions and Mergers
October 2020

© 2019, Amazon Web Services, Inc. or its Affiliates.
Table of Contents
• AWS Private Equity Overview
• Value Creation Practice (VCP) Overview
• Investment Strategies Overview
• Post Transaction Overview
• 1 year plan
• AWS Tools and Mechanisms – Deep Dive
• Non-AWS Environments
• AWS Environments
• Case Studies
• Enablement of the customers and partners
• Benefits

AWS Private Equity Overview

Value Creation Practice Overview

AWS Value Creation Practice
Cloud Value Creation Levers
Mission: Create Long-Term Differentiated Business Value

Cloud Value Creation Levers Deep Dive
Well-Architected Reviews
Digital InnovationCloud Security Assessments
AI/ML Workshops
Modernization Readiness Review
Transformation Strategy Workshops
Migration Tooling Executive Briefings (EBCs))
Immersion Days
AWS Curated Playbooks, Runbooks, Workshops, Programs, and Offerings
Cloud Economics Business Case
Technical Debt Discovery
Experienced Based Accelerators
Workshops
AWS SaaS Factory and Marketplace
Migration TCO and ROI
FinHacks
PE Accelerate Discounts
Migration Credits
ProServ InvestmentsTraining Credits
AWS Platform Discovery OptimizationCost Optimization Reviews
Value Benchmarking
Industry Solution Group
IT Landscape Discovery
Business Agility Acceleration – Value Realization Tracking via KPIs

How AWS Value Creation Practice Assists
3
2
1
Foundational Components- AWS
foundation, Cloud Operating Model
Digital Innovation - Technology
advancement / acquiring new
technical capabilities, digital
innovation
Industry first type capabilities and to-
to-market
1
2
3

Hypothesis to Exit
Firm Investment
Hypothesis
• AWS support of PE
Firms investment
hypothesis
• AWS support for
funds hypothesis
• Impact of cloud and
data on hypothesis
Technical Due
Diligence
• Playbook and
runbook
• Post TDD 48 hour
report
• AWS proposal for
first 100 days
• Recommendations
on
migration/moderniz
ation, innovation,
go-to-market
Post Transaction
100 Days
• Cloud Economics
Business Case
• Value Benchmarking
• Cloud Capability
Assessment
• Migration and
Modernization TCO
and ROI
• First 20 workloads
migrated
• Transformation
Journey Plan and
Cloud Manifesto
• Cloud Adoption
Office
• Security and
Compliance
Assessment
• Cloud in a Box
reference
architectures
• Identify Partners
First Six Months
• Non-AWS – Migrate
and Modernize
• AWS – Cost and
platform
optimization
• Training and
enablement
• Cloud Operating
Model
• Operational
Readiness Reviews
• Technical Debt
reduction
• Digital Innovation
Workshops
• CEE
Operate
• Cloud Capability
Assessment every 6
months
• Operational
Excellence on AWS
• Automate
• CI/CD
• Focus on innovation
and disruption
• Cost Optimization
• Correction of Errors
• QBRs
One year before sale
• ‘Fit for sale’
program – data
fabric, data
analytics, AI/ML,
Cloud Native
• AWS Marketplace,
SaaS, APN
AWS Proactive
Engagement

Investment Strategies Overview

Investment Strategies
1
Acquisitions
3
Divestitures
2
Mergers

© 2019, Amazon Web Services, Inc. or its Affiliates. 90% the same process and assets apply for TDD
Acquisitions
New business and IT
discovery
Separate cloud
environment
Limited organization
and process disruption
Separate cultures
Divestitures
Existing IT discovery
Separate Cloud
environment
Migrate < 6 months
Separate or combined
cultures
Assim il ation
Mergers
New and existing business
and IT discovery
Cloud environment
integrated with existing IT
environment
Aligning organization
structures and processes
Cultures combined
Au ton om ou s S pe e d
Acquisitions Vs Mergers Vs Divestitures

Post Transaction Overview

Working Backwards from the Customer
Non-AWS customers
• What is the cost savings of running on AWS?
• How long and how much will it cost me to migrate or modernize to AWS?
• How can I reduce my operational costs by moving to AWS?
AWS customers
• How can I optimize the run time costs of the current AWS environment?
• What does the current AWS environment look like? What the AWS Services are being
utilized? What AWS Services are being used the most?
• How can I utilize AWS to innovate, and accelerate delivery of products to market
AWS and non-AWS customers
• Is the AWS, on-premises, or co-location platform optimized?
• What are the cloud capabilities of the customer?
• How do I reduce technical debt?
• Are best practices being used?

Solving the challenge of program overload
Experienced Based Accelerators
Migration Readiness Assessment
CAF Envisioning Workshop
Landing Zone Workshop
Application
Modernization
Program
Operational Readiness Review Workshops
Well-Architected Reviews
AWSome Days
Digital Innovation Program
Enterprise Foundations program
CAF Alignment Workshop
AWS Marketplace
Quick Starts
Immersion Days
EBCs
SaaS Factory
Builder Days
Database Freedom
Wild RydesPeople Transformation Workshop
AWS Summits
CxO Roundtables
50 in 50
POCs - Supercharge
Shields Up!
Enterprise Acceleration Program
CIO Experience Day
AWS Transformation Days
AWS GameDay
Cloud Journey Roadmap
Cloud Capability Assessment
COM Workshop
Prescriptive Guidance
Manifesto
Cloud Economic Business Case
AI/ML Labs
Culture of Innovation Workshops
Cloud Economics Offering
AI/ML Labs
re:Stack
R&D Innovation Team
Enterprise Next
MAP for Windows
MAP for Storage
MAP for SAP FinHacks
Solutions Catalog
Date Driven Enterprise Program Enterprise Discount Program
Volume Pricing Agreement
Value Benchmarking
Cloud in a Box
Fit for Sale
Enterprise Support
Microsoft OLA
Business Agility Acceleration

Programs Mapped to Stages of Adoption
Foundation
Cloud Adoption Envision and Alignment Workshops
Cost Optimization Workshops
IT Landscape Discovery
Cloud Economics Business Case
Cloud in a Box
Value Benchmarking
Enterprise Foundations Programs
Immersion Days
Landing Zone Workshop
Effort
AWSAdoption
Low High
Reinvention & Disruption
Digital Innovation workshop
Application Modernization Program
Immersion Days
AWS GameDay
AI/ML labs
SaaS Factory
AWS Marketplace
AWS Saas Factory
Solutions Catalog
Fit for Sale
Migration & Modernization
Migration Readiness Assessment
Migration Acceleration Program
MAP for Windows
MAP for Storage
50/50
Database Freedom
Well Architected
AWS GameDay
Operational Readiness Review Workshops
.
Project
Digital Innovation Workshop
Supercharge (POC)
Quickstarts
Solutions
EBCs
Wild Rydes
Immersion Days
Experience Based Accelerators
People Transformation /CEE Workshop
High
re:Invent
AWSomeDays
BuilderDays
AWSSummits

Cloud Capability and Transformation Action Plan
§ Cloud Capability Matrix
§ Migration and
Modernization
Questionnaire
§ TSO Logic Output
§ Cloud Adoption
Framework (CAF)
Envisioning (if on AWS)
§ Working backwards (if on
AWS)
Tool
Adoption
Inspection
Inputs Outputs
§ One day Cloud Capability workshop
§ One day modernization and migration
workshop
§ One day CAF Envision Working Backwards
Workshop
§ Assessment, highlights
§ Observations
§ Key Takeaways
§ Recommendations – 60, 120,
1 year plan
§ Migration and modernization
plan
§ Migration an/or Innovation
pilots (100 days)
§ Press Release/FAQ

The Cloud Capability Assessment consist of 192 questions
equally divided among the six Cloud Adoption Framework
(CAF) business and technical perspectives. Each question is
assigned a rating from 1-5 that maps to the cloud stages of
adoption:
• Project
• Foundation
• Acceleration and migration
• Optimization and Reinvention
• Disruption
A report including highlights and observations, key takeaways,
a functional rating (1-5), and a radar chart with
recommendations to increase the rating across each of the six
CAF perspectives is generated from the assessment.
Tool type: Microsoft Excel Spreadsheet
Tool Usage: AWS VCP engagement required for tool
access/deliverables unless trained by AWS

CAF People Governance Business Platform Security Operations
Theme Education
& Training
Org
Enablement /
CCOE
Partner Strategic
Alignment
Commercial Migration &
Adoption
1
2
3
4
5
A set of ‘enablers’ act as indicators of customer
maturity level (1 to 5) for each theme

© 2019, Amazon Web Services, Inc. or its Affiliates.© 2019, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Helps organizations:
§ Understand how cloud adoption transforms the way they
work
§ Leverage experience of 1000s of cloud adoption journeys
§ Customize a collaborative, executable Action Plan
AWS CAF starts with:
§ Identifying critical stakeholders
§ Grouping related stakeholders into six Perspectives
Perspectives allow us to:
§ Identify barriers and gaps to cloud adoption by
stakeholder
§ Recognize cross-organizational dependencies
For more details:
https://d0.awsstatic.com/whitepapers/aws_cloud_adoption_frame
work.pdf
AWS Cloud Adoption Framework (CAF) Perspectives

AWS Deliverables
Migration and modernization ROI and TCO Sample Deliverable
• Migration person hours, and AWS run time costs based upon AWS empirical data points, industry
averages, and a set of assumptions.
Migration and Modernization Value Creation Disposition Comparison
• The purpose of this document is to provide prescriptive recommendations. The observations,
hypothesis, recommendations, red flags (risks) in this document are based upon the intelligence
gathered during the TDD.
Value Benchmarking Report
• Results based on four cloud value benchmarking areas that provide a portfolio company industry
based insights to drive better outcomes.
Cloud Capability Report
• Results in a better understanding of the readiness of a portfolio company to undertake a cloud
migration or modernization effort, innovative pilot project, or digital transformation initiative.

Migration and modernization ROI and TCO Sample
Deliverable
A report outlining the return on investment for a total cost of ownership calculation based on a series of
documented inputs, assumptions, AWS tools/mechanisms used, and resulting outputs.

Migration and Modernization Value Creation Disposition
Comparison
This comparison contains the migrations and modernization options for compute, storage, network (hosting cost
savings), and revenue generation value creation opportunities outside of staff productivity, operational resiliency, and
innovation – the three pillars of value creation beyond cost savings.

Cloud Value Benchmarking Report
Cost savings (TCO) Staff productivity Operational resilience Business agility
Cost impact Value impact
What is it?
Infrastructure cost savings/
avoidance from moving to
the cloud
Example
66% reduction in
application hosting and
deployment cost
(Thermo Fisher Scientific)
What is it?
Efficiency improvement
by function on a task-by-
task basis
Example
Cut search times by 90%
(Benchling)
What is it?
Benefit of improving SLAs
and reducing unplanned
outages
Example
Accelerated minor product
updates from once a year
to biweekly, with no
downtime
to customers (Heartflow)
What is it?
Deploying new features/
applications faster and
reducing errors
Example
Run simulations 98%
faster (Bristol-Myers
Squibb)
A report outlining cloud value benchmarking across four focus areas: cost savings, staff productivity,
operational resilience, and business agility according the industry of the company assessed.

Cloud Capability Report
A detailed report including highlights, observations, and key takeaways with recommendations to increase a
company’s rating across each of the six CAF perspectives is generated from the cloud capability assessment.

Cloud Capability Assessment – Key Takeaways
Example
While solid cloud development, deployment, and run action plans are in place for ensuring a secure,
performant, cost optimized, reliable, and well-operated AWS environment, current EC2 and cloud native
workloads require an AWS Well Architected Review (WAR).
Governance
Business
Cost optimization and cost management improvements for the current AWS environments are necessary. The
ROI and TCO for re-platforming existing on-premises customers to AWS needs to be completed.
Training not consistently tracked, designed or executed across organizations. Business and field sales
engineering focused AWS training needs to be delivered by AWS.People
Opportunity to leverage AWS standardized/best practices run time environments (AWS Landing Zone,
AWS Control Tower, AWS Quickstarts). Opportunity for co-development with AWS service teams
regarding edge computing, serverless, integration, and IoT.
Platform
Security
Solid vision with several initiatives underway. However, full deployment, including integration with the
application pipeline, will occur in the future. Additional application security controls are required.
Operations
Many solutions are being considered to provide an operations single pane of glass. A unified
management and operations platform, with showback and chargeback capabilities, is needed.

Cloud Capability Assessment – Sample Recommendations
Organization and Culture
Category Action Outcome Timeframe FWI time
commit
Cost Owner
Governance
Execute AWS Well-architected Review (WAR)
of two current applications on AWS (Cloud
native and EC2 based)
Assessment of cost effectiveness,
operational reliability, best
practices in use
3 weeks 2 days $0
Governance
Map current AWS account structure with
associated cost sources
Improved cost controls and
predictability for budgeting
4 weeks 2 days
$0
Business
Engage AWS specialists on cost
optimization, deploy Cloud cost
performance management best practices,
determine cost associated with migrated
customer
Improved cost controls and
predictability for budgeting
3 weeks 5 days
$0
People
Work with AWS Training Team to define role
based training program (including Cloud
Practitioner training for broader business
and Associate Architect training for sales
engineers)
Increased foundational cloud
knowledge and established cloud
education pipelines
8 weeks 3 days
$0
People
Execute Immersion Days on security, Cloud
formation and IoT
Increased functional cloud
knowledge and improved talent
around key areas
6 weeks 3 days
$0

Cloud Capability Assessment – Sample Technology
Recommendations
Category Action Outcome Timeframe FWI time
commit
Cost Owner
Platform
Connect customer technical team to AWS
service teams for regional IoT DR solution
and to understand how AWS Outposts can
support remote, disconnected compute
requirements and to explore mutual
development opportunities (e.g. edge
computing, integration platform, serverless
optimization)
Established DR solution for IoT and
opportunities to explore
partnerships with AWS for
computational and performance
enhancements
6 weeks 2 days
$0
Security
Connect the customer security SMEs with
AWS security specialists to discuss
GuardDuty issues, serverless security
controls and scanning and AWS NIST
Quickstart (CIS benchmark)
Improved application and
infrastructure security
4 weeks 2 days
$0
Security
Engage AWS/customer CISO to assess
balance of security within development
Established risk profile and
corresponding development and
cybersecurity initiatives to
implement appropriate controls
4 weeks 3 days
$0
Platform
Connect customer technical team to AWS
service teams for VPC IP address and cold
start issues
Address performance issues
identified as affecting production
3 weeks 2 days
$0

Business Ability Acceleration Workshop – Key Performance Indicators
Tool type: Workshop
Usage of tool: AWS SME engagement
Business Agility Acceleration is an
engagement with customer where AWS
provides them prescriptive guidance, by
establishing KPIs, around building a C-
level, or Board-level score card, that
depicts business value delivered by
technology adoption.
You can’t improve what you don’t measure
How to choose KPIs

Technical Debt Discovery
AWS CodeGuru Profiler is always searching for
application performance optimizations, identifying your
most “expensive” lines of code and recommending ways
to fix them to reduce CPU utilization, cut compute costs,
and improve application performance.
• Continuously run in production
• Analyzes real traffic patterns
• Can run on production workloads
• Java applications
*Not applicable to TDD
Tool type: Web-based AWS Console
Usage of tool: Publicly accessible to all partners and customers. AWS e-learning and webinar recommended.
*Cast Software and WhiteSource are AWS partners with Technical Debt tools
AWS CodeGuru Reviewer detects deviation from
best practices for using AWS APIs and SDKs, and
also identifies concurrency issues, resource leaks,
and correct input validation
• GitHub or AWS CodeCommit
• $0.75 per 100 lines of code analyzed per month,
90 days at no cost
• Java Applications
Powered by Machine Learning, best practices, and millions of lines of code review

AWS Well-Architected Tool
The Well-Architected Framework has been developed to help
cloud architects build secure, high-performing, resilient, and
efficient infrastructure for their applications. Based on five
pillars:
• Operational excellence
• Security
• Reliability
• Performance efficiency
• Cost optimization
The AWS Well-Architected (WA) Tool is used to complete a Well-
Architected Review (WAR). The tool helps customers review
the state of their AWS and on-premises workloads, and compares
them to the latest AWS architectural best practices.
Tool type: Web-based AWS Console or spreadsheet (AWS
only)
Usage of Tool: AWS e-learning and webinar required. AWS
VCP Solution Architect recommended on first several
engagements.
Well-Architected Insights
• AWS customers and partners have completed over
70,000 Well-Architected Reviews (WARs).
• 10% of WARs have been completed on non-AWS
workloads.

Cloud in a Box
AWS Quick Starts help you deploy popular technologies on
AWS, based on AWS best practices for security and high
availability. AWS Quick Starts include AWS CloudFormation
template and automated deployment guides and step-by-step
deployment instructions.
• Microsoft Active Directory Domain Services
• Oracle Database
• F5 BIG-IP Virtual Edition
AWS Solutions Library offers a collection of cloud-based
solutions for dozens of technical and business problems.
AWS Quick Starts include AWS CloudFormation template and
automated deployment guides and step-by-step deployment
instructions.
• Customizations for AWS Control Tower
• Microsoft Exchange Server
• Amazon WorkSpaces Solution Toolkit by Olikka
Tool type: Web-based AWS Web Site
engagements.
Automated, gold-standard
deployments in the AWS Cloud

Cloud in a Box – Foundational Architecture
AWS Reserved Instance Reports
Amazon Elasticsearch
AWS Cost Explorer
AWS Budgets
AWS Cost & Usage Reports
Amazon EC2
Amazon WorkSpaces
Amazon CloudTrail
Amazon CloudWatch
Amazon Systems Manager
Amazon Trusted Advisor
Amazon API Gateway
AWS DirectConnect
AWS Client VPN
AWS Transit Gateway
Amazon GuardDuty
AWS IAM
AWS Directory Service
AWS Security Hub
Amazon Event Bridge
AWS KMS
AWS Back Up
AWS Organizations
AWS Control Tower
Amazon Workmail

AWS Enablement – Self Service Programs and Services
Self Service
AWS Architecture Center - AWS Solutions, Whitepapers & Guides, and Reference Architecture
Diagrams
AWS Customer Success – Access to use cases from our millions of customers, including the
fastest-growing startups, largest enterprises, and leading government agencies—who are using
AWS to lower costs, become more agile, and innovate faster
AWS Cloud Economics Center - Access to a broad portfolio of solutions, services, and experts to
quantify the financial benefits of the cloud that helps increase growth, drive efficiencies, and
realize important long-term cost reductions
AWS Prescriptive Guidance - AWS Prescriptive Guidance provides time-tested strategies, guides,
and patterns from Amazon Web Services (AWS) and AWS Partner Network (APN) Partners to
help accelerate your cloud migration, modernization, or optimization projects
AWS Marketplace - A digital catalog with thousands of software listings from independent
software vendors that make it easy to find, test, buy, and deploy software that runs on AWS.

Non-AWS Environments
One year roadmap
Relocate
Containers / VMWare on AWS Cloud
Replatform
Tweaks to underlying infrastructure
Repurchase
Purchase SaaS/ COTS
Refactor
Re-build on modern architecture
Retire
Decommission
Retain
Not moving
Rehost / Lift and shift
Manual/ Automated deployments
70%
footprint, we can address
common concerns and
value creation drivers
by migrating

First Year Roadmap
Launch Advance
30 days
100 days 6 Months 9 Months 1 YearDay 10
• Cloud
Manifesto
• AWS Champion
in place
• Migration
Landing Zone
• 50% of
resources
dedicated to
AWS trained
• CEE fully
staffed
Business, People, Organization
• Cloud Capability and migration workshop
• Cloud Economics Business Case development
• Value Benchmarking
• AWS Financial Management Sessions
• Experience Based Accelerator Workshops – CEE/people
• Transformation Strategy Workshops
• EBCs
• Define the AWS and PE programs that apply
Platform, Security, Operations
• Current IT landscape discovery engagement
• Migration and Modernization rationalization and target
disposition
• Immersion Days
• Landing Zone/Control Tower Workshops
• Security and Compliance Assessment
• Experience Based Accelerator Workshops – Migrations,
Security, Operations
• Technical Debt Assessment
• Cloud Operating Model
• QBRs
• Mass training and certification
• CEE - FinOps
• Governance and KPIs
• Operational Readiness Reviews
• Technical Debt reduction
• Automation – CI/CD, Infrastructure as
Code, cost optimization, security,
compliance
• Well-Architected Reviews
• Security Catalog
• QBRs
• AWS and portfolio go-to-market
• Automation – Governance and
Compliance
• Disruption : SaaS, Data Fabric,
AI/ML, Data Analytics and Cloud
Native
• Cost Management Platform
(goDaddy)
• WAR completed on all workloads
• DevSecOps
60 days
• 100 Day
recommendations
• Identify partners
• TCO and ROI
report
Excel
• First 10
workloads
migrated
• CEE in place
• Training Plan
• Cloud in a box
implemented
• First 20
workloads
migrated
• KPIs identified
and
documented
• 50% of
workloads on
AWS
• Training
completed
• AWS Marketplace,
AWS Solutions
• AWS Self Service
Platform

First 100 Days Roadmap
Launch Advance
Day 20 Day 45 Day 60 Day 80 100 DaysDay 10
• Immersion
Days
• EBA
• Cloud in a box
/ landing zone
implemented
• Customer AWS
technical
champion
• First 10
workloads
migrated
• ORR
performed on
all apps
developed to
AWS
• Cloud Capability and migration workshop
• Cloud Economics Business Case development
• Value Benchmarking Exercise
• Customer core AWS team & AWS champion
• Current IT landscape discovery exercise
• Migration and Modernization rationalization and target
disposition workshop
• Immersion Days
• Landing Zone/Control Tower Workshops
• Experience Based Accelerator (EBA) Workshops –
Migrations, Security, Operations
• AWS Financial Management
Sessions
• Experience Based Accelerator
Workshops – CEE/people
• Weekly steering committee
sessions (governance)
• Training plan
• Operational Readiness Reviews
(ORR)
• Security and Compliance
Assessment
• Well-architected Reviews (WAR)
• Technical Debt remediation
• CEE established (MVP)
• Initial Cloud Operating Model
in place
• FinOps
• AWS dedicated resources
trained and certified
• WAR completed on all
workloads/applications
• Migration and Modernization
Best practices
• AWS Cost Optimization
Day 30
• Migration
workshop
• 100 Day
recommendations
• TCO and ROI
report
• IT landscape report
Excel
• First 5
workloads
migrated
• Cloud
Capability
Workshop
• Training Plan
• KPIs identified
and
documented
• Key customer
AWS resources
certified
• WARs
completed on
all migrated
workloads
• Initial cost
Optimization
(Savings plans,
Ris)
• First 20 workloads
migrated
• Lessons learned
and best practices
documented
• Customer
objectives, goals
and current state
session
• TSO Logic or other
tool installed
• Customer AWS
team identified
Day 1

AWS Environments
One year roadmap
Platform Optimization
Well Architected Reviews and Design
Reviews
Innovation
Digital Innovation Program
Cost Optimization
Cost Optimization Reviews, FinHacks

Roadmap
Launch Advance
30 days 100 days 6 Months 9 Months 1 YearDay 10
• Plan for AWS
platform and
cost
optimization
• Technical Debt
Report
• AI/ML
applications on
AWS
• First cloud
native
application(s)
• Cloud Capability and art of possible workshop
• AWS Financial Management Sessions
• Experience Based Accelerator Workshops – COM
• Digital Innovation workshop(s)
• Business Agility Acceleration Workshop
• Current AWS platform assessment
• Immersion Days
• Cost Optimization Sessions
• Security and Compliance Assessment
• Cloud Native workshops
• Data-centric company sessions
• Experience Based Accelerator Workshops – Security,
Operations
• Technical Debt Assessment
• Cloud Capability workshop
• Cloud Operating Model
• QBRs
• Cloud Native Workshops
• AI/ML Labs
• Technical Debt reduction
• Automation – Infrastructure as
Code, cost optimization,
DevSecOps
• Well-Architected Reviews
• Security Catalog
• AWS GameDays
• QBRs
• AWS and portfolio go-to-
market
• Automation
• Disruption : SaaS, Data Fabric
• Cost Management Platform
(goDaddy)
• AI/ML embedded in operations
and applications
• Automation
60 days
• 100 Day
recommendatio
ns
• AWS Platform
assessment
report
Excel
• First cloud
native
application(s)
• KPIs identified
and
documented
• Data-centric
strategy
implementation
started
• Data Analytics
application on AWS
• 30% of
applications
cloud native
• 100%
resources
dedicated to
AWS trained
• AWS Marketplace, AWS
Solutions
• AWS Self Service
Platform
• 50% apps cloud native

CAF Envision - Output
Health Care - Care Team Collaboration
M
M
M
Business
Drivers/Initiatives
Outcomes and Expected
Benefits
Conditions of Satisfaction/Metrics
Role of Technology
Critical-to-Success
Stakeholders
Why We Change?Who
Owns?
How
Measured?
Care Provider
Collaboration
Improve Patient
Experience
Improve HC
Efficiency
Better Medication
Reconciliation
Reduced Medication
Errors
Faster Access to
Patient Record
Reduced IT Cost
Reduced Duplicate
Testing & Exams
Medical
Management
Leader
IT Infrastructure
Team
Speed of Data Retrieval
M O
How
Enabled?
Cloud Data Storage
Access To Common
Data System
Pay per Use
Infrastructure
Elastic & Scalable
Storage
Apply Data Analytics
Speed of Decision Making
M O
Reduction of Duplicate work
O
Reduction in Cost
O
Reduction of Errors
O

Working Backwards Press Release

AWS Tools and Mechanisms
Applicable to Existing AWS Customers

Cost Optimization Analysis
This high level analysis of an acquisition target or
portfolio company’s current AWS cost profile which
identifies value creation opportunities and how they
provide the most ROI through remediation, across ten
areas:
The current state analysis is plotted on a spider diagram,
technical resources then apply their subject-matter
expertise to identify the desired future state across all of
the areas assessed. The gaps identified between the
desired future state and current state will be identified
and recommendations are established, then a report is
produced.
Tool Usage: Self-service
• Visibility
• Sprawl
• Scheduling
• Root Users
• Identity Federation
• Services
• Storage
• Notifications
• Reservations
• Account Hygiene

Cost Optimization Analysis – Questions
Visibility. Does your full organization have a clear
understanding of what applications and environments are
running in the cloud, and how much they cost to run?
Sprawl. Have the applications and associated
infrastructure, storage, and databases you deployed to the
cloud grown steadily over time? Do you know why?
Scheduling. Are you using automation to power schedule
your cloud applications to meet demand, or are you
running everything 24/7/365?
Root Users. Do you know who has the root user account
credentials for your cloud accounts?
Identity Federation. Are your cloud service administrative
accounts federated, or do you have individual user accounts
setup in each cloud service account?
Services. Have you selected the appropriate, best-use
case cloud service for your application architecture, or
did you follow a ‘lift-and-shift’ migration plan?
Storage. Do you have storage life cycle management in
place? Do you have effective backup strategies in place
for your cloud services, have you tested and confirmed
your ability to restore successfully?
Notifications. Are you using event-based triggers to
protect your critical systems by automating security,
operations, and management functions?
Discount Programs. Do you have a preferred instance
strategy, backed by a pool of resource reservations or
savings plan?
Account Hygiene. Do you leverage automation to
prevent unused or improperly configured services from
wasting spend?

Platform Optimization - AWS Trusted Advisor
AWS Trusted Advisor is an online tool that provides real
time guidance on how to provision resources and follow
AWS best practices. Much like customized cloud expert,
AWS Trusted Advisor analyzes a company’s AWS
environment and provides best practice
recommendations in five categories:
• Cost optimization
• Performance
• Security
• Fault tolerance
• Service limits
Usage of tool: Publicly accessible to all partners and
customers. AWS e-learning recommended.

Cost Optimization – AWS Cost Management
AWS offerings a number of services that assist
customers with cost optimization,
management, and budgeting, including:
• AWS Consolidated Billing
• AWS Billing Console
• AWS Cost Explorer
• AWS Budgets
• AWS Cost and Usage Report
• AWS Compute Optimizer
Usage of tool: Publicly accessible to all partners
and customers. AWS e-learning and webinar
recommended.
Simple, Static, Small
environment
Complex, Dynamic,
Large environment
1. Monthly AWS Invoice
2. AWS Billing
console
3. AWS Cost Explorer
and AWS Budgets
4. AWS Billing File Analysis,
DIY dashboards, and
3rd party tools

AWS Service Taxonomy and Optimization for Well-Architected (STOW)
Benefits
This tool allows customers to:
• Infer where each portfolio company sits on
the Cloud Stages of Adoption curve
• Identify areas for improvement
• Highlight optimization opportunities of AWS
service usage
The STOW tool provides customers with exploratory
data analysis across all accounts including:
• Total EC2 reserved instances
• Spend by service
• Spend by marketplace
• Applied discounts
STOW maps the well architected pillars to service
usage and identifies areas for improvement while
providing customers a graphical view of all usage
for each portfolio company by service categories.
Tool type: AWS Internal tool
Usage of tool: AWS Solution Architect required

AWS Tools and Mechanisms
Applicable to Non-AWS Customers

Cloud Migration Analysis
The cloud migration analysis is the process by which a
acquisition target or portfolio company’s current
infrastructure operates and identifies potential value
creation opportunities in migration and modernization
across ten areas:
The current state analysis is plotted on a spider diagram,
technical resources then apply their subject-matter
expertise to identify the desired future state across all of
the areas assessed. The gaps identified between the
desired future state and current state will be identified
and recommendations are established, then a report is
produced.
Tool Usage: Self-service
• Opportunity
• Readiness
• Deprecation
• Support
• Renewal
• Leases
• Visibility
• Databases
• Budget
• Operations

Cloud Migration Assessment - Questions
Opportunity. Have you developed a clear business case as
to why you’re migrating workloads to the cloud, what
business opportunity does cloud adoption represent?
Readiness. Does your organization have a clear
understanding of skills and capabilities that will be
required in order to make a transition to the cloud, and
operate effectively post-migration?
Depreciation. Are you aware of the depreciation schedule
for the physical assets in your datacenter? When will the
major investments your organization has made in storage,
compute, and security hardware be fully depreciated?
Support. When does manufacturer support for critical
resources in your datacenter expire? Are these support
agreement renewals, or will these assets no longer be
supported because they are reaching end-of-life?
Renewals. Do you understand the upcoming renewal
cycles for operating systems, productivity suites,
databases, ERP/MRP, or other critical software your
organization relies on?
Leases. When do datacenter or office space leases expire?
Do we have enough lead time to effectively plan and
execute a cloud migration strategy?
Visibility. Do you have a deep understanding of the
current deployment architectures and critical
dependencies within the application stacks you’re
considering moving to the cloud? Do you have a deep
understanding of application and data service level
agreements with the business, recover time objectives,
and recovery point objectives for applications and their
data?
Databases. Monolithic, legacy databases are often at the
heart of many enterprise IT operations. Have you given
thought to micro-services architectures or developed a
roadmap for adopting modern cloud database offerings?
Budget. Have you modeled cloud consumption costs
post-migration? Have you effectively read-in business
leaders to these projections?
Operations. Does your team or trusted partner ecosystem
have the tools, knowledge, and domain expertise
necessary to manage these applications on the cloud?

IT Landscape Discovery – TSO Logic
AWS TSO Logic is a data-driven analysis of total cost of
ownership and cost modelling for your ideal future state. It
ingests millions of data points from your current
environment, including age, generation and configuration
of all hardware and software they’re running and each
instance’s historical utilization
Tool type: AWS or partner request for TSO Logic
Assessment
Usage of Tool: AWS or Partner free of charge to Value
Creation Practice partners and AWS PE firms
Benefits
• Discover and understand what you have today
• Algorithms to build the data-backed business case
• Agentless-based
• Pass algorithmically generated recommendations
to ecosystem partners (AWS Migration Hub)
• Utilizes lastest AWS pricing models and services
• Find the most economical place for workloads –
AWS or on-premises.

IT Landscape Discovery - AWS Application Discovery Service
The objective of the AWS Application Discovery Service is
to allow enterprise customers to plan migration projects by
gathering all of the information about their on-premises
data centers, such as the following:
• Server specifications
• Performance
• Processing run times
• Network connections
engagements.
Benefits
• Detailed cost estimate in advance of application
migration to AWS
• Simplification of application migration planning
via the grouping of servers
• Agent-based and agentless functionality
(Agentless mode is more practical during a TDD
given the limited time frame)
• Data encryption in transit to AWS and in the
Application Discovery Service data store
• Integrated with AWS Migration Hub, which allows
users to track the status of migrations across your
application portfolio.

Migration Disposition – Simple Portfolio Ranking Tool
The Simple Portfolio Ranking (SPR) establishes an
application disposition decision tree across the 7
migration and modernization “Rs”. The tool helps to
fast track and simple view of company's application
portfolio across 4 scoring parameters - Business Value
and Risk, Technical Value and Cost. It is designed to
show customer’s Board, Business and Technology
Leaders where migration and modernization efforts
maybe best applied to get maximum value for the
investment. It provides a snapshot (Point in Time) view
of current application estate, as well as high level
recommendations for changing application disposition
for a cloud migration or modernization.
engagements.
• X Axis: Business Value
• Y Axis: Technical Value
• Size: Cost
• Color: Risk

TCO and ROI - Migration Portfolio Assessment (MPA)
The Migration Portfolio Assessment (MPA) tool generates
reports for TCO (AWS run time costs) analysis and ROI
(cost savings - migration costs). The tool is based upon
actual customer migrations, empirical customer data
points, industry averages and various assumptions. MPA
reports provide the following:
• Estimated migration completion time (months)
• Estimated number of resources required for migration
(inclusive of migration work hours
• Migration costs for AWS, customer resources, and a
certified AWS migration partner
Tool type: Web-based tool*
Usage of tool: The online tool can be run by AWS
resources, PE firms and/or M&A Advisory participants.
AWS webinar required.
* You must be a AWS Value Creation Practice member and
be trained on MPA.

TCO - Cloud Economics Business Value Calculator
This tool is used by AWS cloud economists to
estimate the business value of AWS in
alignment with the Cloud Adoption Framework
(CAF) with minimal data inputs to:
• Quantify an Outside-In Point of View (POV)
business case
• Supplement a cost savings / TCO only study
into a comprehensive business case
• Add further credibility to a bottom up TCO
study by adding a benchmarked estimate
Tool type: AWS internal tool
Usage of tool: AWS Cloud Economics SME.
AWS VCP engagement required for tool
access/deliverables

Migration TCO and ROI – Minimum Viable Estimate (MVE)
Total number of servers and virtual machines
• Virtual machines? Distribution of hypervisor type?
• Non-virtualized environment – Number and type of machines
VM and Server attributes
• Operating system types and distribution
• Total CPU count
• Types of CPU and percentage of each type
• Total RAM
Storage
• Total amount of storage?
• Storage disposition

Database TCO and ROI – Minimal Viable Estimate
1. MVE Migration Questions
2. Types, versions, and numbers of databases
3. Rehost to EC2, rehost to RDS, or a re-platform to Aurora?

Value Benchmarking
Tool type: AWS internal tool
Usage of tool: AWS Cloud Economics SME required for tool
access/deliverables

Value Benchmarking – Minimum Viable Benchmark (MVB)
Level One Benchmarking
• Industry
• Infrastructure Spend a percentage of overall IT spend
• Revenue of company
Level Two Benchmarking
• Same information as in the “Migration TCO and ROI – Minimum Viable
Estimate (MVE) slide”
Level Three Benchmarking
• Detailed inventory of all servers and storage – Output from a tool such as
TSO Logic, CloudChomp

Cloud Value Benchmarking – Technical Debt
Applications migrated to AWS from on premises
Pillar KPI
Operational Resilience Downtime
Operational Resilience Total Monthly Incidents
Operational Resilience Monthly Critical (P1/P0) Incidents
Operational Resilience Monthly Security Incidents
Operational Resilience Mean Time to Resolution (MTTR)
Operational Resilience Resilience Satisfaction Rating
Operational Resilience Security Satisfaction Rating
Business Agility Time to Market for New Features & Applications
Business Agility Time to Deploy New Code to Production
Business Agility Code Deployment Frequency
Business Agility Customer Satisfaction Rating

AWS Managed Services
AWS Managed Services operates AWS on your behalf, providing
a secure and compliant AWS Landing Zone, a proven enterprise
operating model, on-going cost optimization, and day-to-day
infrastructure management. AWS Managed Services automates
common activities, such as change requests, monitoring, patch
management, security, and backup services, and provides full-
lifecycle services to provision, run, and support your
infrastructure.
Usage of Tool: AWS Managed Service team engagement
Benefits
• Utilize for re-host migrations
• AWS manages the backups, operating system,
patching, upgrades, provisions etc
• Can run AWS Managed Services until the
comfortable is comfortable operating and
managing AWS services

Case Studies

Highlighted Portfolio Company Case Studies
SaaS & Azalea
Health
MySQL to Aurora
Digital Innovation & G6
Reservation Platform
Optimization
Migration & TransferWise
PostgreSQL /MySQL to Amazon RDS and
EC2
Migration & Igenomix
Migration to Amazon EC2 and S3
“By moving our entire client base of
ambulatory and inpatient clients
onto AWS, we unlock the potential
for expanded interoperability, data
transparency, accelerated innovation,
and access to new AI tools that will
further our differentiation. AWS
experts have been available to us
every step of the way and are helping
ensure that Azalea Health realizes
the efficiencies and opportunities
that come from this partnership. At
the end of the day, we are focused on
simplifying healthcare and AWS is a
core piece of our product strategy.”
Baha Zeidan, Chief Executive
Officer at Azalea Health
“Being able to tell business
leaders that we can implement a
vision they have within two
weeks, rather than six months,
changes the way technology is
viewed within the organization
and changes the sense of
engagement the technology team
members have with business
teams.”
Jessie Burgess, Chief
Information Officer at G6
Hospitality
“Using AWS, we can spin up
compute and storage resources
where and when we need to, much
faster than we ever could before.
AWS will help us continue to drive
our global expansion."
Thomas Hewer,
Technology Lead, TransferWise
“Thanks to AWS, we can further
accelerate our research on
genome sequencing. Before, it
would take us 12 hours to test 4
samples of 600 genes. Now, we
can test 24 samples of 600
genes in the same time. As a
result, we’ve seen a 600%
increase in the number of
samples we can analyze."
Daniel Seguí Real
IT Manager, Igenomix

Azalea Health and Saas
Reducing colocation costs
Company: Azalea Health provides electronic health records, revenue cycle management, and
telehealth services designed for rural and community practices and hospitals. Delivering on the
promise of true interoperability and data transparency, Azalea Health bridges the digital divide and
brings leading, integrated capabilities to every provider everywhere.
Challenge & Solution: Azalea Health (Azalea) has a complex solution footprint that reflects the
company's growth both organically and through acquisition. As a result, Azalea has struggled to
manage, maintain, and innovate across disparate systems. To achieve the goal of "one-patient, one-
record," which ensures interoperability and data transparency across the entire continuum of care,
Azalea has made full migration onto AWS a core component of the overarching product strategy. The
capabilities enabled by this transition--along with the high-touch support provided through the AWS
Value Creation Practice-- will ensure that costs are lowered, revenue opportunities are amplified,
security is augmented, and that the core differentiation of Azalea's solution is extended to drive
revenue and value.
“Having access to resources like the SaaS Factory ensures that our transition to AWS is accelerated, that risk is mitigated, and that we
avoid the missteps that could result in re-work or, worse, negative client impacts. Without access to the Accelerate program’s tools, we
wouldn’t be where we are with our migration.”
Baha Zeidan, Chief Executive Officer at Azalea Health

G6 Hospitality
Reservation Platform Optimization
Company: G6 Hospitality owns, operates, and franchises nearly 1,400 economy lodging locations
under the Motel 6 and Studio 6 brands in the United States and Canada, and the Hotel 6 brand in
India.
Challenge: To meet rapidly changing customer expectations in a digital-first world, G6 knew it
needed to promote a new technology mindset and culture throughout the company and use
unique solutions to move faster, adapt quicker, and evolve in shorter iterations to realize its
technology leadership objectives in the hospitality industry.
Solution: Concentrating on increasing the 'option value’ of its technology platforms, in which it
can better anticipate ever-increasing evolution cycles of change within its industry, G6 developed
and embarked on what it called its IT 2.0 strategy on AWS. After evaluating several companies, the
team chose to work with APN Premier Consulting Partner Flux7 to build its platform on AWS. G6
has realized 100 percent uptime on its AWS cloud-based Above Property distributed reservation
system since the initial deployment in 2017.
“We’re not afraid of tackling the risks and investment that can come with being a first-mover and getting in front of the
technology curve…We see technology as a vehicle and an enabler for us as we move forward and serve our guests, franchisees,
owners, and operators. Limitations of technology capabilities should never be where you start the discussion. We want technology
to be driven by business needs and enable business outcomes.”
Jessie Burgess, chief information officer at G6

TransferWise
PostgreSQL and MySQL to Amazon RDS and EC2
“We realized quickly that using Volume Gateway and Amazon EBS Snapshots was an effective way to get the data robustly into
AWS...It was a simple way of doing the migration that worked with our database team’s existing processes and knowledge.”
Thomas Hewer, Technology Lead, TransferWise
Company: TransferWise is a global financial technology company working to develop better ways
to move money around the world. Since its launch nine years ago, the company has experienced
global business growth, with more than six million people and businesses having switched to
TransferWise from more traditional providers due to its low cost, ease of use, and greater
efficiency.
Challenge: Keeping pace with its growth was challenging because TransferWise hosted its
application environments in on-premises data centers that made it difficult to scale and ensure the
constant availability customers expect. “In a physical environment, space is constrained by cost
and geography,” says Thomas Hewer, technology lead at TransferWise. When TransferWise started
providing services in new regions, the limitations of the company’s on-premises data centers were
clear.
Solution: TransferWise began its cloud migration by using a hybrid cloud storage architecture to
move its data backup environment to AWS. The company shifted all its backups to AWS using AWS
Storage Gateway, a hybrid cloud storage service that provides on-premises access to cloud
storage. So far, TransferWise has moved hundreds of PostgreSQL and MySQL databases into a
combination of Amazon Relational Database Service (Amazon RDS) and Amazon Elastic Compute
Cloud (Amazon EC2) with Amazon EBS.

Igenomix
Migration to Amazon EC2 and S3
Company: Igenomix is one of the world’s leading providers of solutions for fertility problems. The company
works with both fertility clinics and individuals, delivering testing services that help increase the chances of
becoming pregnant and having healthy babies. The testing process involves analyzing genomes—made up of
DNA—to detect mutations. All testing is done through next-generation sequencing (NGS), an advanced method
of analyzing DNA that delivers more in-depth results compared to traditional sequencing technologies.
Igenomix runs eight specialist laboratories worldwide.
Challenge: It’s no surprise that next-generation sequencing—also called high-throughput sequencing—is a
compute-intensive activity. “We generate an enormous amount of data,” says Jorge Jiménez Almazán,
bioinformatics director at Igenomix. “We conduct six sequencing runs a week for just one product. Each run
generates 100 gigabytes of data.” But that’s just the start. Further processing, primarily for quality control
purposes, means the company ends up with five times that amount of data for each sequence.
Solution: Igenomix runs its NGS workloads using Amazon Elastic Compute Cloud (Amazon EC2) in the EU
(Ireland) region, with Amazon Simple Storage Service (Amazon S3) providing backup. Jimenez Almazán says,
“We have about 7 terabytes of data in Amazon EC2 and almost 60 terabytes residing in Amazon S3, where it has
to be kept for at least two years, as required by law in Spain.” The organization found that getting started on
AWS was a fast process. “We worked with a partner to set up our infrastructure,” says Seguí Real. “It took us just
two weeks from establishing our requirements to running our first NGS workloads.
“Thanks to AWS, we can further accelerate our research on genome sequencing…Before, it would take us 12 hours to test 4 samples of 600 genes. Now,
we can test 24 samples of 600 genes in the same time. As a result, we’ve seen a 600 percent increase in the number of samples we can analyze. This
means we can better serve our customers and increase our revenue because we can process more samples. Even more importantly, it means we can
gather more information about genes in a shorter space of time and therefore accelerate our understanding of genetics.”
Daniel Seguí Real
IT Manager, Igenomix

How Can AWS Enable You?

AWS Enablement – Self Service Programs and Services
Self Service
AWS Architecture Center - AWS Solutions, Whitepapers & Guides, and Reference Architecture
Diagrams
AWS Quickstarts – AWS CloudFormation templates that automate deployments, provide a guide
that discusses the architecture, and step-by-step deployment instructions
AWS Customer Success – Access to use cases from our millions of customers, including the
fastest-growing startups, largest enterprises, and leading government agencies—who are using
AWS to lower costs, become more agile, and innovate faster
AWS Cloud Economics Center - Access to a broad portfolio of solutions, services, and experts to
quantify the financial benefits of the cloud that helps increase growth, drive efficiencies, and
realize important long-term cost reductions
AWS Prescriptive Guidance - AWS Prescriptive Guidance provides time-tested strategies, guides,
and patterns from Amazon Web Services (AWS) and AWS Partner Network (APN) Partners to
help accelerate your cloud migration, modernization, or optimization projects

AWS Enablement – Workshops
Value Creation One-Day Intro Workshop
This workshop provides participants an introduction to AWS frameworks, tools, mechanisms, and
solutions most relevant to accelerating value creation with the help of the cloud.
Value Creation Post-Transaction Application Migration and Modernization Workshop
The workshop will provide the foundation for a 10-20-30 project or initiative migration sprint plan with
well-defined milestones to quickly demonstrate results.
Cloud Adoption Readiness Workshop
The one-day AWS Cloud Adoption Readiness workshop will result in a better understanding of the
readiness of a portfolio company to undertake a cloud migration or modernization effort, innovative pilot
project, or digital transformation initiative.
Art of the Possible Workshop
Identify and document three to five pilot projects (aka scenarios) that will solve a customer problem or
address a customer opportunity. Choose one scenario and write a press release and Frequent Asked
Questions (FAQ) document to describe the result of implementing the solution for this customer problem
or opportunity.

Customer and Partner Benefits

Benefits
Pre- and Post-transaction Support
Access to the following:
• Education (in-person, online webinars, etc.)
• Frameworks (CAF, Well-Architected, etc.)
• Mechanisms (MPA, Technical and Non-
technical Playbooks and Runbooks)
• Scalable programs (M&A Advise, etc.)
Access to AWS topic matter experts in the
following fields:
• Solution Architecture
• Migration and Modernization SMEs
• Cost Optimization SMEs
• Cloud Economics SMEs
• Professional Services
• Digital Innovation Experts
• Transformation Strategists
• Business Development
• Sales

For more details on the AWS TDD for M&A assets and engagement support,
contact the following:
Tara Jones
Value Creation Practice, Global Business Lead
tarajon@amazon.com
Tom Laszewski
Value Creation Practice, Global Technical Lead
tomlasz@amazon.com
Sven Koppany
Value Creation Practice, Solutions Architect
svenny@amazon.com

Thank you!

Appendix

Could a company benefit from migration or cost
optimization ?
Private Equity firms desire to target the portfolio companies that could benefit
the most from an AWS cost optimization or migration/modernization
assessment engagement; identify those portfolio companies that exhibit the
biggest opportunities for value creation. A means to determine what companies
would benefit the most is to ask ten questions of the CxOs, senior technical
leaders, influencers, and decision makers.

Post transaction cloud value creation

Recomendados

Recomendados

Mais conteúdo relacionado

Mais procurados

Mais procurados (20)

Semelhante a Post transaction cloud value creation

Semelhante a Post transaction cloud value creation (20)

Mais de Tom Laszewski

Mais de Tom Laszewski (19)

Último

Último (20)

Post transaction cloud value creation