Cloud Readiness Assessment
Cloud Readiness Assessment & Dual-Cloud IaaS Pricing —
Regional Financial Institution
2022  ·  AWS & Azure  ·  CRA, CloudScape & TCO
AWS Azure Cloud Readiness Assessment CloudScape IaaS Pricing TCO Analysis VDI / Azure Virtual Desktop Application Stacks Banking & Financial Services

I led a Cloud Readiness Assessment for a regional bank — deploying CloudScape for asset discovery and application stack mapping, producing separate IaaS cloud pricing workbooks for AWS and Azure, building a TCO model, and delivering a Cloud Decision Matrix comparing the client's existing Rackspace Private Cloud environment against an Azure migration path. A VDI considerations analysis was also produced, evaluating Azure Virtual Desktop as the migration path for the client's VMware VDI environment.

The engagement followed a structured five-week CRA timeline and concluded with an executed SOW. The Cloud Decision Matrix covered compute, networking, storage, database, licensing, DR, migration complexity, and financial model across the two options — Private Cloud Hyper-V versus Azure — with the Azure path identified as the forward direction given the client's Microsoft-centric ecosystem and Azure Active Directory investments.

156
CloudScape Assets
Servers inventoried and priced in CloudScape
5
Week CRA Timeline
Structured from kickoff to final report and recommendations
2
Cloud Pricing Models
Separate AWS and Azure IaaS pricing workbooks
SOW
Executed CRA Engagement
SOW executed — NBT Bancorp CRA

Week 1: Project kickoff, Flexera CloudScape provisioning, CloudScape deployment and configuration, document request and review

Week 2: CloudScape data collection period, application survey distribution to app owners, Workshop 1

Week 3: Import app-to-server mapping, build application stacks and dependency trees, Workshop 2

Week 4: TCO modeling and costs analysis, migration modeling and R-Factor (6R disposition) analysis

Week 5: Recommendations, final report, Cloud Decision Matrix, and CRA deliverable review

Rackspace Private Cloud (Hyper-V)

  • Dedicated Dell r740 compute with Hyper-V hypervisor — managed infrastructure and hypervisor
  • Dedicated Cisco firewalls with My.Rackspace portal ACL management
  • Dedicated Unity 350F all-flash storage in both datacenters
  • Predictable financial model — fixed monthly cost vs. consumption-based Azure
  • Hyper-V-to-Hyper-V migration: faster path with lower replatforming risk
  • DR: native Hyper-V replication tools
  • Dedicated 500 Mbps pipe between Rackspace datacenters
  • Better aligned for legacy database workloads; BYOL for SQL licensing

Azure Migration Path

  • Near-unlimited scalability; Azure IaaS, PaaS, containers (AKS), and serverless (Azure Functions)
  • Azure Virtual Networks (VNets), ExpressRoute peering, Azure DNS
  • Blob Storage, Managed Disks, Archive Blob, Azure File Storage
  • Azure SQL Database, Azure Cosmos DB — path to replatform database workloads
  • DR via Azure Site Recovery (ASR) — potentially requires 3rd-party tools for legacy workloads
  • BYOL for SQL; Azure doesn't penalize on licenses
  • Natural evolution for Microsoft 365 and Azure Active Directory organizations
  • Higher cost than Private Cloud; requires replatforming effort for some applications

Current VDI Environment

  • VMware VDI architecture — virtual desktops delivered to end users across the organization
  • Hosted server-based platform (RDS or XenApp) or full virtual desktop (Horizon or XenDesktop) — architecture clarification identified as key scoping point
  • Windows Server or Windows Desktop OS distinction required for accurate Azure Virtual Desktop sizing

Azure Virtual Desktop Path

  • Azure Virtual Desktop (AVD) identified as the natural evolution path for a Microsoft-centric organization with Microsoft 365 and Azure AD investments
  • Multi-tenant Windows 10/11 desktops provisioned natively from the Azure portal
  • Future optimizations: application virtualization and shared infrastructure to increase user density and reduce per-user cost
  • Proof of concept (PoC) recommended with a limited user group to validate all business application functions before full migration commitment
01

CloudScape Deployment

Deployed and configured CloudScape for the engagement — provisioning the Flexera CloudScape instance, onboarding asset inventory (156 servers), and building application stacks with dependency mapping for the full estate.

02

Dual-Cloud IaaS Pricing

Produced separate IaaS cloud pricing workbooks for AWS and Azure — mapping the CloudScape asset inventory to EC2 and Azure VM equivalents with instance-level pricing for both like-for-like and rightsized scenarios.

03

TCO Model

Built the TCO spreadsheet (v1) — comparing current datacenter costs against AWS and Azure over a 3-year horizon, including compute, storage, licensing, and managed services assumptions.

04

Cloud Decision Matrix

Produced the Cloud Decision Matrix document — evaluating Private Cloud Hyper-V vs. Azure across 12 criteria (performance, compute, networking, storage, DB, security, financial, DR, migration, licensing, hybrid, technology alignment).

05

VDI Considerations

Authored the VDI Considerations document — assessing the existing VMware VDI architecture and evaluating Azure Virtual Desktop as the migration path with PoC recommendations and scoping questions.

DeliverableDescriptionFormat
CloudScape Asset Inventory156-server CloudScape inventory with application stack mapping, dependencies, and licensed assets exportXLSX
IaaS Cloud Pricing — AWSAWS instance-level pricing for the full server estate — like-for-like and rightsized EC2 mappingXLSX
IaaS Cloud Pricing — AzureAzure VM-level pricing for the full estate — like-for-like and rightsized Azure compute mappingXLSX
TCO Spreadsheet3-year TCO comparison across Private Cloud and Azure — compute, storage, licensing, and managed servicesXLSX
Cloud Decision MatrixPrivate Cloud Hyper-V vs. Azure comparison across 12 criteria with financial, technical, and strategic scoringDOCX
VDI ConsiderationsVMware VDI current state assessment and Azure Virtual Desktop migration path analysis with PoC recommendationDOCX
Spend Estimator & Cloud ComparisonRSVC spend estimator and cloud comparison workbook for executive-level cost presentationXLSX
CRA SOW — ExecutedCloud Readiness Assessment executed SOW — engagement scope, milestones, and delivery timelinePDF Executed