Showing posts with label HP Professional Services. Show all posts
Showing posts with label HP Professional Services. Show all posts

Monday, May 07, 2012

Expert Chat with HP on How Better Understanding Security Makes it an Enabler, Rather than an Inhibitor, of Cloud Adoption

Transcript of a BriefingsDirect podcast on the role of security in moving to the cloud and how sound security practices can make adoption easier.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: HP.

Join the next Expert Chat presentation on May 15 on support automation best practices.

Dana Gardner: Welcome to a special BriefingsDirect presentation, a sponsored podcast created from a recent HP Expert Chat discussion on best practices for protecting cloud-computing implementations and their use.

Business leaders clearly want to exploit the cloud values that earn them results fast, but they also fear the risks perceived in moving to cloud models rashly. It now falls to CIOs to not only rapidly adapt to cloud, but find the ways to protect their employees and customers – even as security threats grow.

This is a serious but not insurmountable challenge.

This is Dana Gardner, Principal Analyst at Interarbor Solutions. To help find out how to best implement protected cloud models, I recently moderated an HP Expert Chat session with Tari Schreider, HP Chief Architect of HP Technology Consulting and IT Assurance Practice. Tari is a Distinguished Technologist with 30 years of IT and cyber security experience, and he has designed, built, and managed some of the world’s largest information protection programs.

In our discussion, you’ll hear the latest recommendations for how to enable and protect the many cloud models being considered by companies the world over. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

If you understand the security risk, gain a detailed understanding of your own infrastructure, security can move from an inhibitor of cloud adoption to an enabler.



As part of our chat, we're also joined by three other HP experts, Lois Boliek, World Wide Manager in the HP IT Assurance Program; Jan De Clercq, World Wide IT Solution Architect in the HP IT Assurance Program; and Luis Buezo, HP IT Assurance Program Lead for EMEA.

Our discussion begins with a brief overview from me of the cloud market and current adoption risks. We'll begin by looking at why cloud and hybrid computing are of such great interest to businesses and why security concerns may be unnecessarily holding them back.

If you understand the security risk, gain a detailed understanding of your own infrastructure, and follow proven reference architectures and methods, security can move from an inhibitor of cloud adoption to an enabler.

Cloud has sparked the imagination of business leaders, and many see it now as essential. Part of that is because the speed of business execution, especially the need for creating innovations that span corporate boundaries and extend across business ecosystems, has made this a top priority for corporations.

Every survey that I've seen and every panelist that I've talked to is saying that the cloud is elevating in terms of priority, and a lot of it has to do with the agility benefits. There's is a rush to be innovative and to be a first mover. That also puts a lot of pressure on the business people inside these companies, and they have been intrigued by cloud computing as a mean of getting them where they need to go fast.

This now means that the center of gravity for IT services is shifting towards the enterprise’s boundaries, moving increasingly outside of their firewalls, and therefore beyond the traditional control of IT.

Protection risks

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usiness leaders want to exploit the cloud values that bring them productivity results fast, but IT leaders think that the protection risk perceived in moving to cloud models could come back to bite them. They need to be aware and maybe even put the brakes on in order to do this correctly.

So it now falls on CIOs and other leaders in IT not only to rapidly adopt cloud models, but to quickly find the means to make cloud use protected for operations, data, processes, intellectual property, their employees, and their customers, even as security and cyber threats ramp up.

We'll now hear from HP experts from your region about meeting these challenges and obtaining the business payoffs by making the transition to cloud enablement securely. Now is the time for making preparation for successful cloud use.

We're going to be hearing specifically about how HP suggests that you best understand the transition to cloud-protected enablement. Please join me now in welcoming our main speaker, Tari Schreider. Tari, please tell us more about how we can get into the cloud and do it with low risk.

Tari Schreider: It's always a pleasure to be able to sit with you and chat about some of the technology issues of the day, and certainly cloud computing protection is the topic that’s top of mind for many of our customers.

I want to begin talking about the four immutable laws of cloud security. For those of you who have been involved in information security over time, you understand that there is a certain level of immutability that is incumbent within security. These are things that will always be, things that will never change, and it is a state of being.

When we started working on building clouds at HP a few years ago, we were also required to apply data protection and security controls around those platforms we built. We understood that the same immutable laws that apply to security, business continuity, and disaster recovery extended into the cloud world.

First is an understanding that if your data is hosted in the cloud, you no longer directly control its privacy and protection. You're going to have to give up a bit of control, in order to achieve the agility, performance, and cost savings that a cloud ecosystem provides you.

The next immutable law is that when your data is burst into the cloud, you no longer directly control where the data resides or is processed.

One of the benefits of cloud-based computing is that you don’t have to have all of the resources at any one particular time. In order to control your costs, you want to have an infrastructure that supports you for daily business operations, but there are ebbs and flows to that. This is the whole purpose of cloud bursting. For those of you who are familiar with grid-based computing, the models are principally the same.

Different locations

Rather than your data being in one or maybe a secondary location, it could actually be in 5, 10, or maybe 30 different locations, because of bursting, and also be under the jurisdiction of many different rules and regulations, something that we're going to talk about in just a little bit.

The next immutable law is that if your security controls are not contractually committed to, then you may not have any legal standing in terms of the control over your data or your assets. You may feel that you have the most comprehensive security policy that is rigorously reviewed by your legal department, but if that is not ensconced in the terminology of the agreement with a service provider, then you don’t have the standing that you may have thought you had.

The last immutable law is that if you don’t extend your current security policies and controls in the cloud computing platform, you're more than likely going to be compromised.

You want to resist trying to create two entirely separate, disparate security programs and policy manuals. Cloud-based computing is an attribute on the Internet. Your data and your assets are the same. It’s where they reside and how they're being accessed where there is a big change. We strongly recommend that you build that into your existing information security program.

Gardner: Tari, these are clearly some significant building blocks in moving towards cloud activities, but as we think about that, what are the top security threats from your perspective? What should we be most concerned about?

The reason to move to cloud is for making data and assets available anywhere, anytime.



Schreider: Dana, we have the opportunity to work with many of our customers who, from time to time, experience breaches of security. As you might imagine, HP, a very large organization, has literally hundreds of thousands of customers around the world. This provides us with a unique vantage point to be able to study the morphology of cloud computing platform, security, outages, and security events.

One of the things that we also do is take the pulse of our customer base. We want to know what’s keeping them up at night. What are the things that they're most concerned with? Generally, we find that there is a gap between what actually happens and what people believe could happen.

I want to share with you something that we feel is particularly poignant, because it is a direct interlock between what we're seeing actually happening in the industry and also what keeps our clients up late at night.

First and foremost, there's the ensured continuity of the cloud-computing platform. The reason to move to cloud is for making data and assets available anywhere, anytime, and also being able to have people from around the world accept that data and be able to solve business needs.

If the cloud computing platform is not continuously available, then the business justification as to why you went there in the first place is significantly mooted.

Loss of GRC control

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ext is the loss of span of governance, risk management, and compliance (GRC) control. In today’s environment, we can build an imperfect program and we can have a GRC management program with dominion over our assets and our information within our own environment.

Unfortunately, when we start extending this out into a cloud ecosystem, whether private, public, or hybrid, we don’t necessarily have the same span of control that we have had before. This requires some delicate orchestration between multiple parties to ensure that you have the right governance controls in place.

The next is data privacy. Much has been written on data privacy and protection across the cloud ecosystem. Today, you may have a data privacy program that’s designed to address the security and privacy laws of your specific country or your particular state that you might reside in.

However, when you're moving into a cloud environment, that data can now be moved or burst anywhere in the world, which means that you could be violating data-privacy laws in another country unwittingly. This is something that clients want to make sure that they address, so it does not come back in terms of fines or regulatory penalties.

Mobility access is the key to the enablement of the power of the cloud. It could be a bring-your-own-device (BYOD) scenario, or it could be devices that are corporately managed. Basically you want to provide the data and put it in the hands of the people.

You have to make sure that you have an incident-response plan that recognizes the roles and responsibilities between owner and custodian.



Whether they're out on an oil platform and they need access to data, or whether it’s the sales force that need access to Salesforce.com data on BlackBerrys, the fact remains that the data in the cloud has to land on those mobile devices, and security is an integral part.

You may be the owner of the data, but there are many custodians of the data in a cloud ecosystem. You have to make sure that you have an incident-response plan that recognizes the roles and responsibilities between owner and custodian.

Gardner: Tari, the notion of getting control over your cloud activities is important, but a lot of people get caught up in the devil in the details. We know that cloud regulations and laws change from region to region, country to country, and in many cases, even within companies themselves. What is your advice, when we start to look at these detailed issues and all of the variables in the cloud?

Schreider: Dana, that is a central preoccupation of law firms, courts, and regulatory bodies today. What tenets of law apply to data that resides in the cloud? I want to talk about a couple of areas that we think are the most crucial, when putting together a program to secure data from a privacy perspective.

Just as you have to have order in the courts, you have to have order in the clouds. First and foremost, and I alluded to this earlier, is that the terms and conditions of the cloud computing services are really what adjudicates the rights, roles, and responsibilities between a data owner and a data custodian.

Choice of law

However, within that is the concept of choice of law. This means that, wherever the breach of security occurs, the courts can actually go to the choice of the law, which means whatever is the law of the land where the data resides, in order to determine who is at fault and at breach of security.

This is also true for data privacy. If your data resides in your home location, is that the choice of law by which you follow the data privacy standards? Or if your data is burst, how long does this have to be in that other jurisdiction before it is covered by that choice of law? In either case, it is a particularly tricky situation to ensure that you understand what rules and regulations apply to you.

The next one is transporter data flow triggers. This is an interesting concept, because when your data moves, if you do a data-flow analysis for a cloud ecosystem, you'll find that the data can actually go across various borders, going from jurisdiction to jurisdiction.

The data may be created in one jurisdiction. It may be sent to another jurisdiction for processing and analysis, and then may be sent to another location for storage, for intermediate use, and yet a fourth location for backup, and then possibly a fifth location for a recovery site.

This is not an atypical example. You could have five triggering events across five different borders. So you have to understand the legal obligations in multiple jurisdictions.

The onus is predominantly placed on the owner of the data for the integrity of the data. The CSP basically wants no direct responsibility for maintaining the integrity of that data.



The next one is reasonable security, which is, under the law, what would a prudent person do? What is reasonable under the choice of law for that particular country? When you're putting together your own private cloud, in which you may have a federated client base, this ostensibly makes you a cloud service provider (CSP).

Or, in an environment where you are using several CSPs, what are the data integrity disclaimers? The onus is predominantly placed on the owner of the data for the integrity of the data, and after careful crafting of terms and conditions, the CSP basically wants no direct responsibility for maintaining the integrity of that data.

When we talk about who owns the data, there is an interesting concept, and there are a few test cases that are coursing their way through various courts. It’s called the Berne Convention.

In the late 1990s, there were a number of countries that got together and said, "Information is flowing all over the place. We understand copyright protection for works of art and for songs and those types of things, but let’s take it a step further."

In the context of a cloud, could not the employees of an organization be considered authors, and could not the data they produce be considered work? Therefore wouldn’t it be covered by the Berne Convention, and therefore be covered under standard international copyright laws. This is also something that’s interesting.

Modify policies

The reason that I bring this to your attention is that it is this kind of analysis that you should do with your own legal counsel to make sure that you understand the full scope of what’s required and modify your existing security policies.

The last point is around electronic evidence and eDiscovery. This is interesting. In some cases it can be a dual-edged sword. If I have custody of the data, then it is open under the rules of discovery. They can actually request that I produce that information.

However, if I don’t directly have control of that data, then I don’t have the right, or I don’t have the obligation, to turn it over under eDiscovery. So you have to understand what rules and regulations apply where the data is, and that, in some cases, it could actually work to your advantage.

Gardner: So we've identified some major building blocks for safe and proper cloud, we have identified the concerns that people should have as they go into this. We understand there is lot of detail involved. What are the risks in terms of what we should prioritize? How should we create a triage effect, if you will, in identifying what’s most important from that risk perspective?

Schreider: There are certainly unique risks that are extant to a cloud computing environment. However, one has to understand where that demarcation point is between a current risk register, or threat inventory, for assets that have already been classified and those that are unique to a cloud-computing environment.

You have to understand what rules and regulations apply where the data is, and that, in some cases, it could actually work to your advantage.



Much has been said about uniqueness, but at the end of the day, there are only a handful of truly unique threats. In many cases, they've been reconstituted from what is classically known as the top 20 types of threats and vulnerabilities to affect an organization.

If you have an asset, an application, and data, they're vulnerable. It is the manner or the vector by which they become vulnerable and can be compromised that come from some idiosyncrasies in a cloud-computing environment.

One of the things that we like to do at HP for our own cloud environment, as well as for our customers, is to avail ourselves of the body of work that has been done through European Network and Information Security Agency (ENISA), the US National Institute of Standards and Technology (NIST), and the Cloud Security Alliance (CSA) in understanding the types of threats that have been vetted internationally and are recognized as the threats that are most likely to occur within our environment.

We're strong believers of qualitative risk assessments and using a Facilitated Risk Assessment Process (FRAP), where we simply want to understand the big picture. NIST has published a great model, a nine-box chart, where you can determine where the risk is to your cloud computing environment. You can use it from an impact from a high to low, to the likelihood from high to low as well.

So in a very graphical form, we can present to executives of an organization where we feel we have the greatest threats and. You'd have to have several overlays and templates for this, because you're going to have multiple constituencies in an ecosystem for a cloud. So you're going to have different views of this.

Join the next Expert Chat presentation on May 15 on support automation best practices.

Different risk profiles

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our risk profile may be different, if you are the custodian, versus the risk profile if you're the owner of the data. This is something that you can very easily put together and present to your executives. It allows you to model the safeguards and controls to protect the cloud ecosystem.

Gardner: We certainly know that there is a great deal of opportunity for cloud models, but unfortunately, there is also significant down side, when things don’t go well. You're exposed. You're branded in front of people. Social media allows people to share issues when they arise. What can we learn from the unfortunate public issues that have cropped up in the past few years that allows us to take steps to prevent that from happening to us?

Schreider: These are all public events. We've all read about these events over the last 16-18 months, and some of them have occurred within just the last 30 days or so. This is not to admonish anybody, but basically to applaud these companies that have come forward in the interest of security. They've shared their postmortem of what worked and what didn’t work.

What goes up can certainly come down. Regardless of the amount of investment that one can put into protecting their cloud computing environment, nobody is immune, whether it’s a significant and pervasive hacking attempt against an organization, where sensitive data is exfiltrated, or whether it is a service-oriented cloud platform that has an outage that prevents people from being able to board a plane.

When an outage happens in your cloud computing environment, it definitely has a reverberation effect. It’s almost a digital quake, because it can affect people from around the world.

You want to make sure that you have a secure system development lifecycle methodology to ensure that the application is secure and has been tested for all conventional threats and vulnerabilities.



One of the things that I mentioned before is that we're very fortunate that we have that opportunity to look at disaster events and breaches of security and study what worked and what didn’t.

I've put together a little model that would reanalyze the storm damage. if you look at the types of major events that have occurred. I've looked at the control construct that would exist, or should exist, in a private cloud and the control construct that should exist in a public cloud, and of course in a hybrid cloud. It's the convergence of the two, and we would be able to mix and match those.

If you have a situation where you have an external threat that infiltrates an application, hacks into it, compromises an application, in a private cloud environment, you want to make sure that you have a secure system development lifecycle methodology to ensure that the application is secure and has been tested for all conventional threats and vulnerabilities.

In a public cloud environment, you normally don’t have that same avenue available to you. So you want to make sure that you either have presented to you, or on behalf of the service provider, have a web-application security review, external threat and vulnerability test.

In a cloud environment, where you are dealing in the situation of grouping many different customers and users together, you have to have a basis to be able to segregate data and operation, so that one of that doesn’t affect everybody.

Multi-tenancy strategies

In a private cloud environment, you would set up your security zone and segmentation, but in the public cloud environment, you would have your multi-tenancy strategies in place and you would make sure that you work with that service provider to ensure that they had the right layers of security to protect you in a multi-tenant environment.

Data encryption is critical. One of the things you're going to find is that the difference between a private cloud is that it's your responsibility to provide the data encryption.

Most public cloud providers don’t provide data encryption. If they do, then it's on a service. You end up in a dedicated model as opposed to a shared model, and it's more expensive. But the protection of that data from the encryption perspective is generally going to lie with the owner.

The difference with disaster recovery is that physical assets need to be recovered from a DR perspective versus business continuity to make sure that you can cover your business by the CSP.

As you can see, the list goes on. There's a definite correlation with some slight nuances between cloud computing incidents that affect a private cloud versus a public cloud.

You never really know where your perimeter is. Your perimeter is defined by the mobility devices, and you have many different moving parts.



Gardner: Tari, we've talked about the ills. We've talked about cloud protection. What about the remediation and the prescription? How can we get on top of this?

Schreider: As we get towards the end and open it up for questions for our experts to answer specific questions for those who have attended, I'll share with you what we do at HP, because we do believe in eating our own dog food.

First and foremost, we understand that the cloud computing environment can be a bit chaotic. It can be very gelatinous. You never really know where your perimeter is. Your perimeter is defined by the mobility devices, and you have many different moving parts.

We're a great believer that you need a structure to bring order to that chaos. So we're very fortunate to have one of the authors of HP’s Cloud Protection Reference Architecture, Jan De Clercq, on with us today. I encourage people to please take advantage of that and ask any architecture questions of him.

But as you can see here, we cleanly defined the types of security that should exist within the access device zone, the types of security that are going to be unique to the model for software as a service (SaaS), platform as a service (PaaS), and infrastructure as a service (IaaS), how that interacts with a virtualized environment. Having access to this information is very crucial.

Unique perspective

The other thing we also understand is that we have to bring in service providers who have a unique perspective on security. One of those partners that we've chosen to help build our cloud reference architecture with is Symantec.

The next thing that I want to share with you is that it's also an immutable law that the level of investment that you make in protecting your cloud environment should be commensurate with the value of the assets that are being burst or hosted in that cloud environment.

At HP, we work with HP Labs and our Information Technology Assurance practice. We've put together what is now a patent-pending model on how to analyze the security controls, their level of maturity, in contrast to the threat posture of an organization, to be able to arrive at the right layer of investment to protect your environment.

We can look at the value of the assets. We can take a look at your budget. We can also do a what-if analysis. If you're going to have a 10 percent cut in your budget, which security controls can you most likely cut that will have the least amount of impact on your threat posture?

The last point that I want to talk about, before we open it up to the experts, is that we talked a little bit about the architecture, but I really wanted to emphasize the framework. HP is a founding member in ITIL, principal provider of ITSM type services. We are on CSA standards bodies. We've written a number of chapters. We believe that you needs to have a very cohesive protection framework for your cloud computing environment.

The level of investment that you make in protecting your cloud environment should be commensurate with the value of the assets that are being burst or hosted in that cloud environment.



We're a big believer in, whether it's cloud or just in security, having an information technology architecture that's defined by layers. What is the business rationale for the cloud and what are we trying to protect? How should it work together functionally? Technically, what types of products and services will we use, and then how will it all be implemented?

We also have a suite of products that we can bring to our cloud computing environment to ensure that we're securing and providing governance, securing applications, and then also trying to detect breaches of security. I've talked about our reference architecture.

Something that's also unique is our P5 Model, where basically we look at the cloud computing controls and we have an abstraction of five characteristics that should be true to ensure that they are deployed correctly.

As I mentioned before, we're either a principal member, contributing member, or founding member of virtually every cloud security standards organization that's out there. Once again, we can't do it by ourselves, and that's why we have strategic partners with VMwares and the Symantecs of the world.

Gardner: Okay. Now, we're going to head over to our experts who are going to take questions.

I'd like to direct the first one to Luis Buezo joining us from Spain. There's a question here about key challenges regarding data lifecycle specifically. How do you view that? What are some of the issues about secure data, even across the data lifecycle?

Key challenges

Luis Buezo: Based on CSA recommendations, we're not only talking about data security related to confidentiality, integrity, and availability, but there are other key challenges in the cloud like location of the data to guarantee that the geographical locations are permitted by regulations.

There's data permanence, in order to guarantee that data is effectively removed, for example, when moving from one CSP to a new one, or data backup and recovery schemes. Don't assume that cloud-based data is backed up by default.

There are also data discovery capabilities to ensure that all data requested by authorities can be retrieved.

Another example is data aggregation on inference issues. This will be implemented to prevent revealing protected information. So there are many issues with having data lifecycle management.

Gardner: Our next question should go to Jan. The inquiries about being cloud ready for dealing with confidential company data, how do you come down on that?

Jan De Clercq: HP's vision on that is that we think that many cloud service today are not always ready for letting organizations store their confidential or important data. That's why we recommend to organizations, before they consider moving data into the cloud, to always do a very good risk assessment.

They should make sure that they clearly understand the value of their data, but also understand the risks that can occur to that data in the cloud provider’s environment. Then, based on those three things, they can determine whether they should move their data into the cloud.

We also recommend that consumers get clear insights from the CSP on exactly where their organization's data is stored and processed, and where travels inside the network environment of the job provider.

As a consumer you need to get a complete view on what's done with your data and how the CSP is protecting them.

Gardner: Okay. Jan, here is another one I'd like to direct to you. What are essential data protection security controls that they should look for from their provider?

Clercq: It’s important that you have security controls in place that protect the entire data lifecycle. By data lifecycle we mean from the moment that the data is created to the moment that the data is destroyed.

Data creation

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hen data is created it’s important that you have a data classification solution in place and that you apply proper access controls to the data. When the data is stored, you need confidentiality, integrity, and availability protection mechanisms in place. Then, you need to look at things like encryption tools, and information rights management tools.

When the data is in use, it’s important that you have proper access control in place,so that you can make sure that only authorized people can access the data. When the data is shared, or when it’s sent to another environment, it’s important that you have things like information rights management or data loss prevention solutions in place.

When the data is archived, it’s important that it is archived in a secured way, meaning that you have proper confidentiality, integrity, and availability protection.

When the data is destroyed, it’s important, as a consumer, that you make sure that the data is really destroyed on the storage systems of your CSP. That’s why you need to look at things like crypto-shredding and other data destruction tools.

Gardner: Tari, a question for you. How does cloud computing change my risk profile? It's a general subject, but do you really reduce or lose risk control when you start doing cloud?

When the data is destroyed, it’s important, as a consumer, that you make sure that the data is really destroyed on the storage systems of your CSP.



Schreider: An interesting question to be sure, because in some cases, your risk profile could be vastly improved. In other cases, it could be significantly diminished. If you find yourself no longer in a position to be able to invest in a hardened data center, it may be more prudent for you to move your data to a CSP that is already classified as a data-carrier grade, Tier 1 infrastructure, where they have the ability to invest the tens of millions of dollars for a hardened facility that you wouldn’t normally be able to invest yourself.

On the other hand, you may have a scenario where you're using smaller CSPs that don’t necessarily have that same level of rigor. We always recommend, from a strategic perspective when you are looking at application deployment, you consider its risk profile and where best to place that application and how it affects your overall threat posture.

Gardner: Lois, the next question is for you. How can HP help clients get started, as they determine how and when to implement cloud?

Lois Boliek: We offer a full lifecycle of cloud-related services and we can help clients get started on their transition to the cloud, no matter where they are in that process.

We have the Cloud Discovery Workshop. That’s where we can help customers in a very interactive work session on all aspects of considerations of the cloud, and it will result in a high-level strategy and a roadmap for helping to move forward.

Business/IT alignment

We also offer the Hybrid Delivery Strategy Services. That’s where we drill down into all the necessary components that you need to gain business and IT alignment, and it also results in a well-defined cloud service delivery model.

We also have some fast-start services. One of those is the CloudStart service, where we come in with a pre-integrated architecture to help speed up the deployment of the production-ready private cloud, and we can do that in less than 30 days.

We also offer a Cloud System Enablement service, and in this we can help fast track setting up the initial cloud service catalog development, metering, and reporting.

Gardner: Lois, I have another question here on products or the security issues. Does HP have the services to implement security in the cloud?

Boliek: Absolutely. We believe in building security into the cloud environment from the beginning through our architectures and our services. We offer something called HP Cloud Protection Program, and what we have done is extended the cloud service offerings that I've just mentioned by addressing the cloud security threats and vulnerabilities.

We always recommend that you consider its risk profile and where best to place that application and how it affects your overall threat posture.



We've also integrated a defense in depth approach to cloud infrastructure. We address the people, process, policies, products improved, and the P5 Model that Tari covered, and this is just to help to address confidently and securely build out the hybrid cloud environment.

We have service modules that are available, such as the Cloud Protection Workshop. This is for deep-dive discussions on all the security aspects of cloud, and it results in a high-level cloud security strategy and next steps.

We offer the Cloud Protection Roadmap Service, where we can define the specific control recommendations, also based on our P5 Model, and a roadmap that is very customized and specific to our clients’ risk and compliance requirements.

We have a Foundation Service that is also like a fast start, specific to implementing the pre-integrated, hardened cloud infrastructure, and we mitigate the most common cloud security threats and vulnerabilities.

Then, for customers who require very specific custom security, we can do custom design and implementation. All these services are based on the Cloud Reference Architecture that Jan and Tari mentioned earlier, as well as extensive research that we do ahead of time, before coming out with customers with our Cloud Protection Research & Development Center.

Gardner: Luis Buezo, a fairly large question, sort of a top-down one I guess. Not all levels of security would be appropriate for all applications or all data in all instances. So what are the security levels in the cloud that we should be aware of that we might be able to then align with the proper requirements for a specific activity?

Open question

B
uezo: This is a very open question. Understanding the security level as the real capability to manage different threats or compliance needs, cloud computing has different possible service models, like IaaS, PaaS, or SaaS, or different deployment models -- public, private, community, or hybrid.

Regarding service models, the consumer has more potential risk and less control and flexibility in SaaS models, compared to PaaS and IaaS. But when you go to a PaaS or IaaS, the consumer is responsible for implementing more security controls to achieve the security level that he requires.

Regarding deployment models, when you go to a public cloud, the consumer will be able to contract the security level already furnished by the provider. If consumer needs more capability to define specific security levels, he will need to go to community, private, or hybrid models.

My recommendation is that if you're looking to move to the cloud, the approach should be first to define assets for the cloud deployment and then evaluate it to know how sensitive this asset is. After this exercise, you'll be able to match the asset to potential cloud deployment models, understanding the implication of each one. At this stage, you should have an idea of the security level required to transition to the cloud.

Gardner: Jan De Clercq, our solution architect, next question should go to you, and it’s about CSPs. How can we as an organization and enterprise that consumes cloud services be sure that the CSP’s infrastructure remains secure?

If you're looking to move to the cloud, the approach should be first to define assets for the cloud deployment and then evaluate it to know how sensitive this asset is.



Clercq: It’s very important that, as a consumer during the contact negotiation phase with the CSP, you get complete insight into how the CSP secures its cloud infrastructure, how it protects your data, and how it shields the environments of different customers or tenants inside this cloud.

It’s also important that, as a cloud consumer, you establish a very clear service level agreements with your cloud provider, to agree on who does exactly what it comes down to security. This basically boils down to make sure that you know who takes care of things like infrastructure security controls and data protection controls.

This is not only about making sure that these controls are in place, but it’s also about making sure that they are maintained and that they are maintained using proper security management and operation process.

A third thing is that you also may want to consider monitoring tools that can cover the CSP infrastructure for checking things like availability of the service and for things like integrated security information and event management.

To check the quality of the CSP security controls, a good resource to get you started here is the questionnaire that’s provided by the CSA. You can download it from their website. It is titled the "Consensus Assessments Initiative Questionnaire."

Gardner: Tari, it's such a huge question about how to rate your CSP, and unfortunately, we don’t seem to have a rating agency or an insurance handicapper now to rate these on a scale of 1-5 stars. But I still want to get your input on what should I do to determine how good my service provider is when it comes to these security issues?

Incumbent on us

Schreider: I wish we did have a rating system, but unfortunately, it's still incumbent upon us to determine the veracity of the claims of security and continuity of the CSPs.

However, there are actually a number of accepted methods to gauge whether one's CSP is secure. Many organizations have had what's referred to as an attestation. Formally, most people are familiar with SAS 70, which is now SSAE 16, or you can have an ISO 27000.

Basically, you have an independent attestation body, typically an auditing firm, that will come in and test the operational efficiency and design of your security program to ensure that whatever you have declared as your control schema, maybe ISO, NIST, CSA, is properly deployed.

However, there is a fairly significant caveat here. These attestations can also be very narrowly scoped, and many of the CSPs will only attach it to a very narrow portion of their infrastructure, maybe not their entire facility, and maybe not even the application that you're a customer of.

Also, we found that CSPs many application-as-service providers don’t even own their own data centers. They're actually provided elsewhere, and there also may be some support mechanisms in place. In some cases, you may have to evaluate three attestations just to have a sense of security that you have the right controls in place, or the CSP does.

We strongly encourage organizations to add that nuance to make their policy manuals elastic, and resist creating all new security policies.



Gardner: And I suppose in our marketplace, there's also an element of self-regulation, because when things don’t go well, most people become aware of it and they will tend to share that information with the ecosystem that they are in.

Schreider: Absolutely.

Gardner: There's another question I'd like to direct to you, Tari. This is at an operational process level, and they are asking about their security policy manual. If they start to do more cloud activities -- private, public, or hybrid -- should they update or change their security policy manual and a little bit about how?

Schreider: Definitely. As I had mentioned before, one of the things you want to do is make your security policy manual extensible. Just like a cloud is elastic, you want to make sure that your policy manual is elastic as well.

Typically one of the missing things that you'll find in a conventional security policy manual is location of the data. What you'll find is that it covers data classification, the types of assets, and maybe some standards, but it really doesn’t cover the triggering, the transborder triggering aspects.

We strongly encourage organizations to add that nuance to make their policy manuals elastic, and resist creating all new security policies that people have to learn, so you end up with two disparate programs to try to maintain.

Gardner: Well, we'll have to leave it there. I really want to thank our audience for joining us. I hope you found it as insightful and valuable as I did.

And I also thank our main expert guest, Tari Schreider, Chief Architect of HP Technology Consulting and IT Assurance Practice.

I'd furthermore like to thank our three other HP experts, Lois Boliek, World Wide Manager in the HP IT Assurance Program; Jan De Clercq, World Wide IT Solution Architect in the HP IT Assurance Program, and Luis Buezo, HP IT Assurance Program Lead for EMEA.

This is Dana Gardner, Principal Analyst at Interarbor Solutions. You've been listening to a special BriefingsDirect presentation, a sponsored podcast created from a recent HP Expert Chat discussion on best practices for protecting cloud computing implementations and their use.

Thanks again for listening, and come back next time.

Join the next Expert Chat presentation on May 15 on support automation best practices.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: HP.

Transcript of a BriefingsDirect podcast on the role of security in moving to the cloud and how sound security practices can make adoption easier. Copyright Interarbor Solutions, LLC, 2005-2012. All rights reserved.

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Thursday, January 12, 2012

Case Study: How Portfolio Management Helped Nottingham Trent University Transform IT

Sponsored podcast discussion on how one of the UK's largest universities gained better control of project management with an HP Transformation Experience Workshop.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: HP.

Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions, and you’re listening to BriefingsDirect.

Today, we present a sponsored podcast discussion on how Nottingham Trent University has sought and gained strategic operational efficiency and improved IT management.

In this case study discussion, we hear how a combination of professional services and portfolio management technologies allowed this 25,000-student university, one of the UK’s largest, to improve end-user satisfaction while freeing up IT resources to pursue additional innovation.

To understand how, we're joined by Ian Griffiths, Director of Strategic Partnerships at Nottingham Trent University. Welcome to the show, Ian.

Ian Griffiths: Thank you. Glad to be here.

Gardner: We’re also here with Michael Garrett, Vice President of Professional Services for HP EMEA. Welcome to the show, Michael. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

Michael Garrett: Thank you Dana.

Gardner: Now, Ian, the first question goes to you. When you began to think about improving how you did IT there, in your mind what was the one glaring thing that needed to be changed?

We were very, very good at moving forward and doing lots and lots of things, but delivering products at the end of that period was more difficult.



Griffiths: We were very, very good at moving forward and doing lots and lots of things, but delivering products at the end of that period was more difficult. We seemed to be running around in circles and didn’t quite meet customers’ expectations. So, we were doing a lot, working really hard, but not really delivering the last mile.

Gardner: When you started to peel away the layers and tried to figure out why that was the case, what did you discover and why did something like a professional services involvement become a priority for you?

Griffiths: We found that our processes were not really defined well enough. We really weren’t getting sign-off from the business, and the expectations were never really met. So it was clear that we were not doing something well, and we didn’t quite know what that was. And our teams within the department weren’t gelling that well together either.

Gardner: So perhaps having some outside additional authority and experience seemed to work for you?

Earlier attempt

Griffiths: Yes. That worked really well. We had had another attempt about 18 months before and had some consultants in, but it didn’t really gel. We were aware that we had a partnership with HP, and HP Professional Services seemed a sensible way to go. But we were still doubtful as a management team within the IS Department whether it was really going to work. And we are very pleased with the outcome.

Gardner: Let’s learn about Nottingham Trent University, one of the largest. You’re in Nottinghamshire and you have 25,000 students. Tell us a bit more.

Griffiths: We’ve been a higher education establishment for about 160 years. We’re one of the biggest providers of "sandwich education," which means that students have two years at the university, a year in industry, and then a year at the university.

We're seen as a popular university that has good reputation for placing students at the end of their courses, and we got top of The Green Agenda twice in the last three years within the U.K. We've got about 150 people working in the Information Services (IS) Department on three campuses and nine academic schools.

Gardner: Tell us about your responsibilities. What is it that you’re involved with in terms of helping these 150 people do their jobs better?

It’s often imagined that these organizations look to pure play consulting organizations for that advisory activity.



Griffiths: I have responsibility for the strategic partnership we have with companies and with firms. I have responsibility for the regional network within the East Midlands of the U.K., which is connecting all the universities in that region and all the further education colleges. And I also manage relationships with key suppliers, such as HP.

Gardner: Let’s go to Michael Garrett. Michael. It sounds as if Ian has had a relationship with HP, but looked for something bigger, and they were even doubtful that you could help them at first.

Garrett: It’s often imagined that these organizations look to pure play consulting organizations for that advisory activity. In Nottingham Trent’s situation they were willing to listen to a different type of vendor or organization in that space as to what they could offer in their approach. What’s different for HP Professional Services is that it forms part of HP’s Software organization. Our consulting capability is very focused on IT transformation, operations, organizations, and applications.

But it’s about bringing that into real practical use quickly with the support of technology. That's the real differentiator we wanted to bring to customers like Nottingham Trent, and hopefully that’s true with what we've seen in the practical implementation and the work we've done with them.

Gardner: Ian, tell me a bit about the journey. How has this worked out for you? When you began to try to determine what was wrong and what you needed to do, how did that unfold? It sounds as if you had a forest, but the trees somehow weren’t working in a capacity that allowed you to achieve your requirements.

Initial workshops

Griffiths: That's correct. We had some initial workshops where all the senior management team of the IS Department worked with HP and looked at what we wanted to achieve and looked at what the journey might look like to get there. I have to congratulate HP. They were able to get that team to gel together within IS in a way that we hadn’t before.

We spent a lot of time working together and working through the structure, the plan of the department, and what we called the tube map of the department. Everything, in a sense, was allowed. HP was very good at giving us a straw man to look at. In other words, giving those examples of what other companies have done, but forcing us to discuss them in detail and change them into what was right for Nottingham Trent.

They weren’t trying to sell the straw man, but were using the straw man as an example to move us forward, and it worked extremely well. Although there were some heated discussions amongst IS staff, HP was very good at facilitating those discussions.

Gardner: Typically we hear about the need to address people, process, and technology, when it comes to these sorts of projects. But it also sounds as if you needed to have a high level of customization, that it needed to be recognized that you are your own organization with your own variables, and that a cookie-cutter approach or a too general or methodological approach wouldn’t really be right.

Griffiths: That's correct. We had to go back to the rest of the department to try not to force something new on people that, as far as they could see, had no relevance to the situations they were in. We had to find a way as well of getting the business to buy into our new methodology, getting the business to feel some ownership, and getting the business to make some decisions during the planning of projects and the ending of projects.

We had to find a way as well of getting the business to buy into our new methodology.



Gardner: Michael Garrett, the need to customize, is that something that you valued? Do you think that this is an example of an area where HP is differentiated?

Garrett: It’s that level of being able to bring the input, the straw man, and then guide organizations around that model. To customize from scratch takes a great deal of time and can take too much energy and cost. What we’re trying to do is bring our method and models at the start point and then work in a very collaborative, but directed, way to get clients to a point, although, a configured approach rather than a completely dispersed approach.

Therefore, we get to things more quickly, but absolutely meet the requirement of the individual organization. We’ve got to appreciate they are different across different industries and different areas, and strong cultural alignment is critically important. We certainly saw that in this program.

Griffiths: The important thing again was that we were producing our outline, and that outline allowed us to go away and do a lot more detail later. In other words, we got the big picture agreed upon and then all the details were passed back to teams within the department to build up details in the areas where they had real knowledge of what happened.

Gardner: It also seems important, when you’re going about such a large-scale activity, to be able to measure along the way how things are going and perhaps offer feedback. Incentives were necessary or even helped a few more heated discussions, as you said, but you can’t measure where you’re going if you don’t know where you are.

Was there a point at some time, where you needed to get a state, an understanding of where and what’s going on in order to know how to measure, and what did you to do to get that?

Define projects

Griffiths: An important step early on in this was beginning to define how many projects we were running as a department and to categorize work into projects that were developmental and projects that were more of the business-as-usual type.

We found in the end that we had over 100 projects running simultaneously. Some of those projects had been running for more than a year, some had no real defined endpoint, and the customer requirements weren’t documented in a thorough way.

It’s important to measure how many projects you’ve actually got, and actually have a start date and a planned finish date for them. One thing we learned was that 100 was too many for us to run, and we were able to cut down by finishing some off, to less than 50 that we have now.

Gardner: So by rationalizing this, getting some visibility, exercising triage and prioritization, you've been able to cut your active projects in half. Is that correct?

Griffiths: That's correct.

Gardner: And what has that done now? What are some of the metrics of success by getting more of a handle over your portfolio and managing it?

We were actually delivering something that the customer was expecting.



Griffiths: Probably the biggest one is that projects are getting completed and the project didn’t become the be all and end all and continue running forever. We were actually delivering something that the customer was expecting. And the customer, the student or the staff department, had a glow that they have had something delivered to them.

Gardner: And what have been some of the educational benefits at a larger perspective beyond the strict technology benefits? Has this improved in any way in which you can measure your success and your basic mission in life of educating students?

Griffiths: The student satisfaction with IS has gone up over the last two to three years. They're very happy with our technology and technology moving forward. But again, we found that people were happier with the delivery of an item, rather than as IS was before, striving for technical perfection.

Gardner: So you were really understanding your requirements and what was necessary to get these goals.

Griffiths: If I have to give advice to other people, it is about the 80/20 rule that 80 percent can be delivered in 20 percent of the time. Most people are happier with something delivered that matches the expectations, but perhaps not all the bells and whistles, and then move onto the next project.

Gardner: A lot of times in organizations, the budgets are not growing rapidly and nowadays that's clearly the case. I imagine you had to be thinking about cost consciousness and energy conservation. Is that true that you’ve been able to keep your cost level, but increase satisfaction and allocate your IT resources more efficiently?

Aiming at 50/50

Griffiths: Yeah, it’s correct. Before, we’ve had the figures of, again, 80 percent being used in the areas of business-as-usual and only 20 percent in project and development work. We quickly moved to a 70/30 split and our target is to move towards 50 percent. We're not quite there yet, but we’re a lot more like 60 percent business as usual, 40 percent new development work.

Gardner: So all things being equal, you've been able to take your operating, maintenance-level budgeting, reduce the percentage there and put it more into innovation, creating more productivity, and developing therefore even higher satisfaction. It sounds like a virtuous cycle of adoption.

Griffiths: It’s a virtuous cycle and the other thing that is gained from that is appreciation amongst other departments within the university and with senior management with what IS was delivering, and getting them to prioritize what we did.

There was a problem, if we look back two or three years. IS very much decided what the priorities were. Now, the business is deciding and even deciding in the case that a project that was a favorite of a senior member of staff, he or she may decide that it no longer is a top priority, compared with other projects that needed to be delivered.

Gardner: Is there something about the products themselves, the portfolio management approach, that now allows the business side of the organization, the leadership in this case, to have more visibility or input? How were you able to get it?

There was a problem, if we look back two or three years. IS very much decided what the priorities were.



Griffiths: More visibility and more input. The example we always give is of a jam jar. You can keep putting rocks into a jam jar, but in the end, it becomes full. Unless you allow something to come out of that, nothing happens. So you’ve got to be able to allow things to finish and give you some capacity.

The other thing that I talked about was looking at the business benefits of everything we were doing and deciding the nice-to-haves probably weren't going to get prioritized at this stage.

Gardner: You mentioned earlier the tube map. Has that also provided visibility across the IT and leadership or organizational divide, or is this something you’re strictly using within the IS or IT organization?

Griffiths: We're using it outside the department to make people realize that we are working to an operational framework. As such, we have them stuck up round the department. And in the rooms where we have project meetings, they exist as well. As to vocabulary, we have senior staff using the phrase "the gate," where approval has to be given. The business has to be involved in the approval and deciding what priorities it has at that stage.

Gardner: Michael Garrett, the way that Ian is describing this, being able to double their innovation budget, cut their project numbers in half, get buy-in from leadership, a sense of cooperation across the organizational boundaries, is this typical? How would you describe this in terms of the industry at large?

Typical situation

Garrett: It's a typical situation that we see in a lot of organizations, even in very mature, even global and enterprise organizations that struggle with these challenges of organizational alignment and processes to support that. Project selection identification and transitioning to survey is the common problem we see.

With Nottingham Trent, we regulated it very quickly through that organizational design, then into the process to support that, and then working out what are the catalog and services that they offer. How do we then build that into projects and programs and then manage that into service transition?

It's very common. We see it in a lot of places. More mature organizations believe they do this very effectively. Nottingham Trent acknowledged that they needed help. It probably put them ahead of a lot of other organizations, especially in university space, which is a fast moving sector in UK, to be able to do something that many other large organizations just can't do.

Gardner: And clearly, the need to understand the software, the technology, the culture, really is a comprehensive holistic activity. Hitting one or two of those alone won't do it.

Garrett: It's important that it's continuous. If you build the right organizational relationship and engagement model, you take the workshop approach that we have up front and take your organization through that, right through to something tangible that’s delivering the real outcome in the business that’s very visible and usable. I think that’s very different than having different organizations do different types of consulting.

There aren’t many organizations that have that breadth and scope of capability to take someone from conceptual situation right through to practical implementation of technology to support that problem.



There aren’t many organizations that have that breadth and scope of capability to take someone from conceptual situation right through to practical implementation of technology to support that problem, and that’s where we like working with organizations like Nottingham Trent, that’s a great model.

Gardner: And Ian, is this something now that you’re building on? You mentioned that virtuous effect, the adoption effect. Are you able now to move toward working at service-level-agreement (SLA) levels or with key performance metrics and indicators. Is there a broadening of how you’re rationalizing and even professionalizing how you go about these processes?

Griffiths: That's correct. We produced a lot of what we call Level 3 processes from this and we looked at what our customers felt. We found that we’re having regular discussions about how we can tweak the diagrams and the systems that we’ve got in place. We see it very much as a live document, a live methodology and we’re looking at ways we can improve as time goes on.

Gardner: In wrapping up, I was hoping, Ian, that you might be able to share some 20/20 hindsight. If you were to offer some advice to an organization that was beginning to move more towards a comprehensive portfolio management, project management approach, looking at this more holistically and from the process level, what might you offer them in terms of lessons learned?

Griffiths: It's important that you have all your senior staff together designing the system from the start. We found that if people miss the early workshop, we tended to go back around the loop again. So I would say get your staff together and devote enough energy to it.

Feeling ownership

But don’t go into all the detail. Leave your staff on the ground, who’ve got more knowledge of the details inner workings of some elements of it, to do some work so they feel some ownership. And very quickly get an appreciation with your senior staff within your organization, not within IS, but from outside the IS department, of what you're doing and what you're trying to achieve.

But in the end, you need a few quick wins. In other words, if you can get a couple of projects working through the scheme quickly, people begin to think it's going to work.

Gardner: They'll see the success and they'll double down on that. Michael Garrett, we've come back to this workshop concept several times in discussion, I think that it's called the Transformation Experience Workshop. Why is that so powerful? Why does that seem to really work in terms of coalescing and getting these larger projects under way?

Garrett: It's something we've used for a few years now, something we developed in-house and we see as a really effective mechanism. It starts off in a fairly classic way of where are we, the current state, looking at future state, and workshop of the organization through that. But it's done in a very live, interactive way.

Leave your staff on the ground, who’ve got more knowledge of the details inner workings of some elements of it, to do some work so they feel some ownership.



So it's not a classic style workshop. We walk people around the room. We take them on a journey, and we bring them together through that process. As Ian said, if you didn’t attend the early workshop process, then you struggle sometimes to buy into it. It takes more time, and we end up reiterating things later on. The Transformation Experience Workshop is a way of bringing people together and bringing them around their own problems in a very active physical way.

We can do it in a small period of time, but usually people dedicate a day or so to that process. What they get out of it is that they bring themselves together around the challenges, the problems, and as Ian said, the quick wins, the things we can then go and address quickly. So it has a very different feel and a very different outcome than a classic workshop approach that many consulting firms have.

Gardner: Very good. I'm afraid we have to leave it there. You’ve been listening to a sponsored podcast discussion on how Nottingham Trent University has sought and gained strategic operational efficiency and improved their information technology management. I'd like to thank our guests. We've been joined by Ian Griffiths, Director of Strategic Partnerships at Nottingham Trent. Thanks so much, Ian.

Griffiths: Thanks very much, and it's a delight to pass on our experiences to others.

Gardner: And we've also been hearing from Michael Garrett, Vice President of Professional Services for HP EMEA. Thank you so much, Michael.

Garrett: Thank you and thank you, Ian, for the great partnership and work.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions. Thanks again for listening and come back next time.

Listen to the podcast. Find it on iTunes/iPod. Download the transcript. Sponsor: HP.

Sponsored podcast discussion on how on the UK's largest universities gained control over project management with a transformation workshop. Copyright Interarbor Solutions, LLC, 2005-2012. All rights reserved.

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