TASK 3: MONITORING AND CONTROLLING
TASK 3: MONITORING AND CONTROLLING
MGT2_KKM1: Monitoring and Controlling
PAGE 1
Case Study 6
Synesthor Cloud Storage Migration Project
Synesthor, a major accounting firm, needs to move its central database storage. The
business is expanding into an additional location in preparation for an upcoming merger
with a firm that specializes in auditing credit unions. The firm will be using an off-site cloud
system that the owners are hoping will be easily accessible to them in both their current
and new business locations.
The new cloud system will need to allow for large database storage and provide a general
network storage capability for existing and new locations. The testing team will perform
stress tests on their cloud infrastructure to ensure the new system works to its full capacity
and can handle large amounts of data transfers between locations at will.
At this time, the project scope will include only moving current databases. After the merger
has been finalized, a separate project will be carried out to integrate the auditing firm’s
database into the same new system and set up the file sharing and storage features.
The project is scheduled to start the first Monday in July in order to avoid tax season. The
owners want the project done by December 1 when they open the new location, and the
merger will shortly follow on January 1. Labor costs are expected to be $124,800, based on
the firm’s standard overhead labor rate of $75/hr. for 1,664 budgeted hours.
The IT director, Michael Garcia, holds a weekly project status meeting with all the project
team leads on Wednesday mornings. The main focus of the third weekly meeting is both on
bringing in a new project manager, who is taking over for the original project manager, and
on reassuring the CEO that a plan is in place to complete the project successfully.
In preparation for the weekly meeting, each of the team leads has submitted a status report
to the IT director, showing all work completed and money spent by the end of day 12.
Teams Completed Tasks
Sara Patel
Cloud Computing Technical Lead
1.1 Costs – day 2
1.2 Accessibility to current location – day 4
1.3 Accessibility to new location – day 4
1.4 Current location connectivity – day 8
1.5 New location connectivity – day 9
Sophia Miller
Data Migration Specialist
2.1 Max storage – day 5
2.2 Downsize files – day 7
2.3 Conversion – day 11
Daniel Johnson
Senior Technical Lead
Talia Phan
QA Automation Engineer
Omar Thomas
Cloud Specialist
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 2
Work Breakdown Structure (WBS)
The following work breakdown structure (WBS) shows the tasks required to complete the
project along with the duration estimates and task predecessors. Tasks may be assigned to
a single individual or multiple individuals.
Line
#
WBS
#
Task Name Task Definition Days Predecessors
1 1.0 Premigration
planning
2 1.1 Costs Determine cost of new off-site cloud
system 2
3 1.2 Accessibility to
current location
Determine ease of access to new off-site
cloud system from current location 2 1.1
4 1.3 Accessibility to
new location
Determine ease of access to new off-site
cloud system from new location 2 1.1
5 1.4 Current location
connectivity
Verify ability to connect from the current
location 4 1.2
6 1.5 New location
connectivity
Verify ability to connect from the new
location 4 1.3
7 2.0 Storage
8 2.1 Max storage Verify maximum storage capacity meets
needs 4
9 2.2 Downsize files Downsize files to maximize use of
storage 2 2.1
10 2.3 Conversion Convert old file sources to modern
templates 4 2.2
11 2.4 Security Verify security criteria met 4 2.3
12 2.5 Hardware/software
requirements
Identify and purchase any hardware or
software needed to support the
migration
4 2.4
13 3.0 Off-site cloud
system
14 3.1 Remove files Inventory current files to determine
which files are still needed 11 2.3
15 3.2 Outdated
hardware Retrieve files from outdated hardware 7 3.1
16 3.3 Outdated servers Retrieve files from outdated servers 5 3.1
17 3.4 Documentation Document the migration logic 11 3.2, 3.3
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 3
18 3.5 Code and
implement Code and implement the migration logic 35 2.5, 3.4
19 4.0 Testing
20 4.1 Capacity Verify storage capacity maximum 11 1.4, 1.5, 2.3
21 4.2 Current location Verify connections to new off-site cloud
system from the current location 11 4.1
22 4.3 New location Verify connections to new off-site cloud
system from the new location 11 4.1
23 4.4 Test environment Test the migration with test data 11 4.2, 4.3
24 4.5 Bugs Document and retest bugs as they are
resolved 45 4.4
25 5.0 Migration
26 5.1 Migrate data Migrate production data 1 3.5, 4.5
27 5.2 Verification Verify the migration of production data 1 5.1
28 5.3 Backup Back up all production data 1 5.2
29 5.4 Decommission Decommission the legacy environment 1 5.3
30 5.5 Monitoring Monitor the migration for two weeks
postmigration 14 5.4
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 4
Status Reports
Sara Patel
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Premigration planning 112 $8,400.00 100% 122 $9,150.00
Costs 16 $1,200.00 100% 18 $1,350.00
Accessibility to current location 16 $1,200.00 100% 17 $1,275.00
Accessibility to new location 16 $1,200.00 100% 20 $1,500.00
Current location connectivity 32 $2,400.00 100% 29 $2,175.00
New location connectivity 32 $2,400.00 100% 38 $2,850.00
Notes:
The good news is that we did finish last week. The new building sure had some things we
were not expecting, which we talked about at the last status report meeting. Replacing
those cables in the older part of the building made all the difference. I still think the power
lines will need to be rerouted, but we have time to have the facilities team check it out.
They are supposed to be on-site for the construction of the conference room in September,
so we can have them look at it then. For now, the shielded cables have the connections
running at top speed.
Sophia Miller
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Storage 144 $10,800.00 58% 99 $7,425.00
Max storage 32 $2,400.00 100% 40 $3,000.00
Downsize files 16 $1,200.00 100% 17 $1,275.00
Conversion 32 $2,400.00 100% 36 $2,700.00
Security 32 $2,400.00 12% 6 $450.00
Hardware/software requirements 32 $2,400.00 0% 0 –
Notes:
Having those interns come help was a great idea. I talked with one of them about the
possibility of full-time employment after graduation. I still do not think we will need any
additional equipment as the networking team says we should be able to move everything
over the internet. The VPN server was recently upgraded to use two-factor authentication
for end-user machines, and everyone has been able to get that up and running. We even
made sure it worked for the small number of employees without smartphones, which was a
concern that Michael had at our last meeting. As soon as we enable it on the servers, we
should be in compliance with all policies.
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 5
Daniel Johnson
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Off-site cloud system 552 $41,400.00 3% 16 $1,200.00
Remove files 88 $6,600.00 19% 16 $1,200.00
Outdated hardware 56 $4,200.00 0% 0 –
Outdated servers 40 $3,000.00 0% 0 –
Documentation 88 $6,600.00 0% 0 –
Code and implement 280 $21,000.00 0% 0 –
Notes:
Things seem to be going well on our work so far. There are no complaints yet anyway. We
have found a few places where it appears that there are several copies of the same files.
The dates seem to match up with the incident a couple years ago when we were having
trouble with the old backup system. We still use that as an example in our new hire training
of what not to do. Am I right? We should know more next week if they are all truly
duplicates or if there is something else going on.
Talia Phan
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Testing 712 $53,400.00 5% 32 $2,400.00
Capacity 88 $6,600.00 37% 32 $2,400.00
Current location 88 $6,600.00 0% 0 –
New location 88 $6,600.00 0% 0 –
Test environment 88 $6,600.00 0% 0 –
Bugs 360 $27,000.00 0% 0 –
Notes:
The QA automation engineers were delayed because they were waiting on the file
conversions to be completed, which is now done. We also need access to the new offsite
cloud system. At this point, QA automation engineers have not been added as authorized
users. If this is not fixed, we will be unable to migrate data for testing. We have about a
month before we need to be ready for that, but I would rather we are prepared sooner
rather than later.
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 6
Omar Thomas
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Migration 144 $10,800.00 0% 0 –
Migrate Data 8 $600.00 0% 0 –
Verification 8 $600.00 0% 0 –
Backup 8 $600.00 0% 0 –
Decommission 8 $600.00 0% 0 –
Monitoring 112 $8,400.00 0% 0 –
Notes:
Our team has been shadowing the other teams as they are doing their work so that we are
as familiar as possible with everything that needs to happen. Because we have several
junior-level team members, we have been able to charge those shadowing hours to the
company’s professional development budget instead of to the project. We are looking
forward to contributing our part. I did have a question about the system monitoring after we
go live since it appears some of that will be over Thanksgiving. Do we need to have a team
member in the office on days the company is closed? The first week of October is when we
will be planning out schedules for the holiday season, so we will need to know by then.
TASK 3: MONITORING AND CONTROLLING
MGT2_KKM1: Monitoring and Controlling
PAGE 1
Case Study 6
Synesthor Cloud Storage Migration Project
Synesthor, a major accounting firm, needs to move its central database storage. The
business is expanding into an additional location in preparation for an upcoming merger
with a firm that specializes in auditing credit unions. The firm will be using an off-site cloud
system that the owners are hoping will be easily accessible to them in both their current
and new business locations.
The new cloud system will need to allow for large database storage and provide a general
network storage capability for existing and new locations. The testing team will perform
stress tests on their cloud infrastructure to ensure the new system works to its full capacity
and can handle large amounts of data transfers between locations at will.
At this time, the project scope will include only moving current databases. After the merger
has been finalized, a separate project will be carried out to integrate the auditing firm’s
database into the same new system and set up the file sharing and storage features.
The project is scheduled to start the first Monday in July in order to avoid tax season. The
owners want the project done by December 1 when they open the new location, and the
merger will shortly follow on January 1. Labor costs are expected to be $124,800, based on
the firm’s standard overhead labor rate of $75/hr. for 1,664 budgeted hours.
The IT director, Michael Garcia, holds a weekly project status meeting with all the project
team leads on Wednesday mornings. The main focus of the third weekly meeting is both on
bringing in a new project manager, who is taking over for the original project manager, and
on reassuring the CEO that a plan is in place to complete the project successfully.
In preparation for the weekly meeting, each of the team leads has submitted a status report
to the IT director, showing all work completed and money spent by the end of day 12.
Teams Completed Tasks
Sara Patel
Cloud Computing Technical Lead
1.1 Costs – day 2
1.2 Accessibility to current location – day 4
1.3 Accessibility to new location – day 4
1.4 Current location connectivity – day 8
1.5 New location connectivity – day 9
Sophia Miller
Data Migration Specialist
2.1 Max storage – day 5
2.2 Downsize files – day 7
2.3 Conversion – day 11
Daniel Johnson
Senior Technical Lead
Talia Phan
QA Automation Engineer
Omar Thomas
Cloud Specialist
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 2
Work Breakdown Structure (WBS)
The following work breakdown structure (WBS) shows the tasks required to complete the
project along with the duration estimates and task predecessors. Tasks may be assigned to
a single individual or multiple individuals.
Line
#
WBS
#
Task Name Task Definition Days Predecessors
1 1.0 Premigration
planning
2 1.1 Costs Determine cost of new off-site cloud
system 2
3 1.2 Accessibility to
current location
Determine ease of access to new off-site
cloud system from current location 2 1.1
4 1.3 Accessibility to
new location
Determine ease of access to new off-site
cloud system from new location 2 1.1
5 1.4 Current location
connectivity
Verify ability to connect from the current
location 4 1.2
6 1.5 New location
connectivity
Verify ability to connect from the new
location 4 1.3
7 2.0 Storage
8 2.1 Max storage Verify maximum storage capacity meets
needs 4
9 2.2 Downsize files Downsize files to maximize use of
storage 2 2.1
10 2.3 Conversion Convert old file sources to modern
templates 4 2.2
11 2.4 Security Verify security criteria met 4 2.3
12 2.5 Hardware/software
requirements
Identify and purchase any hardware or
software needed to support the
migration
4 2.4
13 3.0 Off-site cloud
system
14 3.1 Remove files Inventory current files to determine
which files are still needed 11 2.3
15 3.2 Outdated
hardware Retrieve files from outdated hardware 7 3.1
16 3.3 Outdated servers Retrieve files from outdated servers 5 3.1
17 3.4 Documentation Document the migration logic 11 3.2, 3.3
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 3
18 3.5 Code and
implement Code and implement the migration logic 35 2.5, 3.4
19 4.0 Testing
20 4.1 Capacity Verify storage capacity maximum 11 1.4, 1.5, 2.3
21 4.2 Current location Verify connections to new off-site cloud
system from the current location 11 4.1
22 4.3 New location Verify connections to new off-site cloud
system from the new location 11 4.1
23 4.4 Test environment Test the migration with test data 11 4.2, 4.3
24 4.5 Bugs Document and retest bugs as they are
resolved 45 4.4
25 5.0 Migration
26 5.1 Migrate data Migrate production data 1 3.5, 4.5
27 5.2 Verification Verify the migration of production data 1 5.1
28 5.3 Backup Back up all production data 1 5.2
29 5.4 Decommission Decommission the legacy environment 1 5.3
30 5.5 Monitoring Monitor the migration for two weeks
postmigration 14 5.4
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 4
Status Reports
Sara Patel
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Premigration planning 112 $8,400.00 100% 122 $9,150.00
Costs 16 $1,200.00 100% 18 $1,350.00
Accessibility to current location 16 $1,200.00 100% 17 $1,275.00
Accessibility to new location 16 $1,200.00 100% 20 $1,500.00
Current location connectivity 32 $2,400.00 100% 29 $2,175.00
New location connectivity 32 $2,400.00 100% 38 $2,850.00
Notes:
The good news is that we did finish last week. The new building sure had some things we
were not expecting, which we talked about at the last status report meeting. Replacing
those cables in the older part of the building made all the difference. I still think the power
lines will need to be rerouted, but we have time to have the facilities team check it out.
They are supposed to be on-site for the construction of the conference room in September,
so we can have them look at it then. For now, the shielded cables have the connections
running at top speed.
Sophia Miller
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Storage 144 $10,800.00 58% 99 $7,425.00
Max storage 32 $2,400.00 100% 40 $3,000.00
Downsize files 16 $1,200.00 100% 17 $1,275.00
Conversion 32 $2,400.00 100% 36 $2,700.00
Security 32 $2,400.00 12% 6 $450.00
Hardware/software requirements 32 $2,400.00 0% 0 –
Notes:
Having those interns come help was a great idea. I talked with one of them about the
possibility of full-time employment after graduation. I still do not think we will need any
additional equipment as the networking team says we should be able to move everything
over the internet. The VPN server was recently upgraded to use two-factor authentication
for end-user machines, and everyone has been able to get that up and running. We even
made sure it worked for the small number of employees without smartphones, which was a
concern that Michael had at our last meeting. As soon as we enable it on the servers, we
should be in compliance with all policies.
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 5
Daniel Johnson
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Off-site cloud system 552 $41,400.00 3% 16 $1,200.00
Remove files 88 $6,600.00 19% 16 $1,200.00
Outdated hardware 56 $4,200.00 0% 0 –
Outdated servers 40 $3,000.00 0% 0 –
Documentation 88 $6,600.00 0% 0 –
Code and implement 280 $21,000.00 0% 0 –
Notes:
Things seem to be going well on our work so far. There are no complaints yet anyway. We
have found a few places where it appears that there are several copies of the same files.
The dates seem to match up with the incident a couple years ago when we were having
trouble with the old backup system. We still use that as an example in our new hire training
of what not to do. Am I right? We should know more next week if they are all truly
duplicates or if there is something else going on.
Talia Phan
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Testing 712 $53,400.00 5% 32 $2,400.00
Capacity 88 $6,600.00 37% 32 $2,400.00
Current location 88 $6,600.00 0% 0 –
New location 88 $6,600.00 0% 0 –
Test environment 88 $6,600.00 0% 0 –
Bugs 360 $27,000.00 0% 0 –
Notes:
The QA automation engineers were delayed because they were waiting on the file
conversions to be completed, which is now done. We also need access to the new offsite
cloud system. At this point, QA automation engineers have not been added as authorized
users. If this is not fixed, we will be unable to migrate data for testing. We have about a
month before we need to be ready for that, but I would rather we are prepared sooner
rather than later.
MGT2_KKM1: Monitoring and Controlling Case Study 6
PAGE 6
Omar Thomas
Budget
% Complete
Expenditures
Hours Dollars Hours Dollars
Migration 144 $10,800.00 0% 0 –
Migrate Data 8 $600.00 0% 0 –
Verification 8 $600.00 0% 0 –
Backup 8 $600.00 0% 0 –
Decommission 8 $600.00 0% 0 –
Monitoring 112 $8,400.00 0% 0 –
Notes:
Our team has been shadowing the other teams as they are doing their work so that we are
as familiar as possible with everything that needs to happen. Because we have several
junior-level team members, we have been able to charge those shadowing hours to the
company’s professional development budget instead of to the project. We are looking
forward to contributing our part. I did have a question about the system monitoring after we
go live since it appears some of that will be over Thanksgiving. Do we need to have a team
member in the office on days the company is closed? The first week of October is when we
will be planning out schedules for the holiday season, so we will need to know by then.