TBM Taxonomy Version 2 0 October 31 2016

TBM Taxonomy Version 2. 0 October 31, 2016

Business Units or Business Capabilities End User Services, Business Application Services Business View TBM Model (Conceptual Graphic) Projects IT View Delivery Services, Platform Services, Infrastructure Services, Emerging Cost Pools General Ledger 1 © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Finance View IT Towers

TBM Taxonomy V 2. 0 (High Level View) Business Unit or Business Capability Business Unit or Business Capability Services End User Services Business Application Services Platform Services Infrastructure Services Emerging IT Towers Compute Storage Network Output End User Application Delivery Security & Compliance IT Management Cost Pools 2 External Labor Outside Services © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Hardware Software Facilities & Power Telecom Other Internal Services Finance View Data Center IT View Delivery Services Internal Labor Business View Business Units or Business Capabilities

BUSINESS CAPABILITIES SERVICES IT TOWERS COST POOLS (v 2) INTERNAL LABOR EXTERNAL LABOR OUTSIDE SERVICES HARDWARE SOFTWARE FACILITIES & POWER TELECOM OTHER Expense Consulting Expense Other Managed Service Provider Lease Subscription Lease Cloud Service Provider Maintenance & Support Depreciation & Amortization Capital Operating Expenditures Cap. Ex 3 Standards Committee Capital © 2016 Technology Business Management Council, All rights reserved (v 2. 5) INTERNAL SERVICES by Shared Service*

BUSINESS CAPABILITIES SERVICES IT TOWERS (v 2) IT Towers Hierarchy Example 1. IT Tower Ø 2. IT Sub-Tower 3. IT Sub-Tower Element Compute Ø Servers Ø Ø Windows Linux COST POOLS 4 © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Standards Committee Apptio defined standard, TBM Council endorsed Optional for more granular fidelity

BUSINESS CAPABILITIES SERVICES IT TOWERS (v 2) DATA CENTER Enterprise Data Center Other Facilities Standards Committee SECURITY & COMPLIANCE IT MANAGEMENT IT Service Management Security IT Management & Strategic Planning Application Support & Operations Center Compliance Enterprise Architecture End User Software Business Software Project Management Disaster Recovery IT Finance Network Printers Database Client Management Conferencing & AV Middleware IT Help Desk Mainframe Database Deskside Support Mainframe Middleware COMPUTE STORAGE NETWORK OUTPUT END USER APPLICATION DELIVERY (Windows/Linux) Servers Online Storage LAN/WAN Central Print Workspace Application Development Unix Offline Storage Voice Mobile Devices Midrange Mainframe Online Storage Transport Converged Infrastructure Mainframe Offline Storage Mainframe COST POOLS 5 © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Key: Decision, no further feedback Proposal, needs vote IT Vendor Management

BUSINESS CAPABILITIES SERVICES Services Hierarchy Example 1. Service Type Ø 2. Service Category 3. Service Name 4. Service Offering Standardized TBM Taxonomy Customer specific modifications COST POOLS © 2016 Technology Business Management Council, All rights reserved (v 2. 5) End User Ø Client Compute Ø IT TOWERS 6 Standards Committee Computer Ø Ø Standard Desktop Dev Workstation

BUSINESS CAPABILITIES SERVICES End User Services Client Computing Computer Mobile Bring Your Own Device Virtual Client Communication & Collaboration Communication Productivity Print Business Application Services Product Management Connectivity Network Access Remote Access Product Development Product Planning Sales & Marketing Customer Analytics Marketing & Advertising Sales Force & Channel Mgmt Customer Sales Delivery Services Strategy & Planning Technology Business Mgmt Innovation & Ideation Enterprise Architecture Program & Project Mgmt Business Solution Consulting IT Vendor Mgmt Development Design & Development System Integration Testing Standards Committee Support Service Desk Application Support IT Training Central Print Manufacturing & Delivery Customer Service Resource Planning Manufacturing Inventory & Order Mgmt Customer Care Warehousing Product Delivery Service Delivery Operations IT Service Mgmt Monitoring Capacity Mgmt Deployment & Administration Data Security Governance, Risk & Compliance Business Continuity & Disaster Recovery Database Distributed Cache Data Management Data Warehouse Data Analytics & Visualizations Machine Learning Applications Application Hosting Message Bus & Integration Content Mgmt Search Streaming IT TOWERS COST POOLS Note: abbreviations used in graphic; taxonomy uses full names 7 © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Business-Facing Internal IT, may be Business-Facing Human Resources Finance Financial Planning General Acct’g Revenue Acct’g Payroll Procurement Accounts Payable Treasury Tax Consolidation Internal Control Recruiting Talent Mgmt Workforce Mgmt Facilities & Assets Equipment Facilities Data Center Enterprise Data Center Other Data Center Network Data Network Voice Network Internet Connectivity Virtual Private Network Domain Services Load Balancing Cross-Function Capabilities Enterprise Knowledge Mgmt Corporate Communications Legal Emerging Infrastructure Services Platform Services Security & Compliance (for generic company; industry templates in the future) Compute Physical Compute Virtual Compute & Containers Compute on Demand Mainframe Storage Networked Storage File & Object Storage Backup & Archive Distributed Storage (CDN) o Internet of Things (Io. T) o Virtual Reality / Augmented Reality o Block Chain

BUSINESS CAPABILITIES Infrastructure Services Data Center Enterprise Data Center • • Owned & operated Co-location Tier 1, Tier 2, Tier 3, Tier 4 Shipping & receiving Assembly Rack & stack Maintenance Other Data Center • Space & power Network Compute Data Network • • • Point to point (SONET, T 1, T 3) MPLS, ATM Local access (100 Mbps, 1 GB fiber) Satellite/non-terrestrial/microwave Field network Physical Compute • Large physical Windows server • Sun Solaris 15 k • IBM AIX Virtual Compute & Containers Voice Network • POTS • 800 Service • Satellite/non-terrestrial, radio Internet Connectivity • Internet access (Verizon, AT&T) • Network transit (Level 3, AT&T) Domain Services • Network load balancing • Application load balancing © 2016 Technology Business Management Council, All rights reserved (v 2. 5) File & Object Storage • Low-cost storage • • • Xen, Open. Stack, VMware AWS – EC 2, Auto Scaling Azure – Virtual Machines AWS – Lambda Azure - Batch Distributed Storage (CDN) IT TOWERS COST POOLS 8 • SAN, NAS, SSD • Tier 1, Tier 2, Tier 3 Backup & Archive • Transactional compute • Batch compute (peak-time) • Batch compute (off peak-time) Load Balancing Networked Storage Xen, Open. Stack, VMware Virtual Linux server (size) Virtual Windows server (size) Compute/data/app containers Docker, Mesosphere, Kubernetes Mainframe • Domain Name Services Storage • • • Compute on Demand Virtual Private Network • VPN • VLANs Standards Committee • • • Disk backup (Symantec, HP, CA) Data Domain Tape backup Optical backup Off-site storage • Akamai distributed storage • Cloud. Front • Azure CDN

BUSINESS CAPABILITIES Platform Services Analytic Services Database • • • Relational Database Oracle DBMS Microsoft SQL, RDS Azure SQL Database Non Relational database Oracle No. SQL Mongo. DB, Hadoop Amazon Dynamo. DB Azure Document. DB Distributed Cache • Amazon Elastic. Cache • Azure Redis Cache Data Management • Extract, transform & load (ETL) • Data Quality • Master Data Mgmt Data Services Application Services Data Warehouse • • • Application Hosting Central data warehouse Operational data stores Teradata Amazon Redshift Asure Data Warehouse, Data Catalog • Web Services • Web. Sphere, Tomcat • Azure App Service, Cloud Service Message Bus & Integration • • Data Analytics & Visualizations • • Visual UI / BI tools Stream analytics AWS Kinesis Azure Stream Analytics Machine Learning • Azure Machine Learning • AWS Machine Learning COST POOLS © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Message bus Task completion alerts Threshold alerts Notification & alerting Content Management • Records management • Digital asset management Search • • • Site search Application search Google Amazon Cloudsearch Azure Search Streaming • Live Streaming • On-demand Streaming • On Demand Video Transcoder IT TOWERS 9 Standards Committee

BUSINESS CAPABILITIES Delivery Services Strategy & Planning Technology Business Mgmt Innovation & Ideation • • IT Planning IT Finance & Costing Business Value Metrics & Benchmarking • New technology solutions • Incubation services Enterprise Architecture • • Business architecture Information architecture Application architecture Infrastructure architecture Development Design & Development System Integration • Custom build • Package configuration • Saa. S configuration • On-prem application integration • Saa. S integration Testing • • Functional testing Integration testing Performance testing Usability testing Program & Project Mgmt • Portfolio investment planning • Project estimation • Project delivery Business Solution Consulting IT Vendor Mgmt Support Service Desk Application Support • Central help desk • Deskside support • Tier 2 app support (by app) • Tier 3 app support IT Service Management Monitoring • Off-the-shelf productivity training • Business application training Central Print • Bill/invoice print • Publications • Automated post processing • Business Relationship mgmt • Business Process analysis • Technology solution analysis • Vendor Selection / Negotiation • Procurement COST POOLS © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Operations IT Training IT TOWERS 10 Standards Committee • • • Incident mgmt Problem mgmt Change mgmt Asset mgmt (CMDB) Network monitoring System monitoring Application monitoring Usage analytics Logging analytics Capacity Management • Storage capacity • Compute capacity • Data Center capacity Deployment & Administration • Software distribution • Config administration • Patch mgmt Security & Compliance Security Governance, Risk & Compliance Business Continuity & Disaster Recovery • • Identity & Access Management Awareness & engagement Cyber security Incident mgmt Threat & vulnerability mgmt Data privacy & security Physical security • Policy mgmt • Policy tracking • • • Business continuity policies Business resiliency plans DR procedures & exercises DR facilities Office continuity facilities

BUSINESS CAPABILITIES End User Services Client Computing Computer • • • Standard desktop Developer workstation Standard laptop Ultra-portable laptop Tablet Kiosk Mobile • Smartphone Bring Your Own Device • Personal computer • Personal smartphone • Personal tablet Virtual Client • Virtual desktop • Virtual workspaces • Remote Applications Communication & Collaboration • Collaborative Workspace (Share. Point, One. Drive, e. Room, Centerstage, Dropbox, Amazon Workspaces/Work. Docs) Communication • • • Email – Exchange, Gmail, Amazon Work. Mail Messaging – IM, Lync, Slack Social Communities – Facebook, Twitter Conferencing – Web. Ex, Audio, Video Voice – TDMA, Vo. IP, cellular, voicemail Productivity • Software packages – MS Office, Office 365, Google Docs, Amazon Work. Docs • Software application add-ons – Visio, Project, Adobe Page. Maker, Adobe Suite Print • Desktop printer • Departmental multi-purpose printer (print/copy/fax/scan) IT TOWERS COST POOLS 11 © 2016 Technology Business Management Council, All rights reserved (v 2. 5) Standards Committee Connectivity Network Access • Local Ethernet port (“phone jack”) • Wireless connection (“Wi. Fi”) • Guest wireless connection (limited) Remote Access • VPN Access (via internet) • Wi. Fi Hotspot

BUSINESS CAPABILITIES Business Application Services Product Management Product Development • • Innovation management Computer-aided design (CAD) Simulation visualization Crowdsourcing Product Planning • • Requirements management Product data management Product analytics Risk and compliance management Marketing & Sales Manufacturing & Delivery Customer Analytics Resource Planning • Digital analytics • Customer analytics • Voice of the Customer • Demand management • Supply chain management Manufacturing Marketing & Advertising • Manufacturing process • • Marketing automation Online marketing Mobile marketing Ad technology • • Sales force automation Sales enablement & training Partner relationship management Pricing management Sales Force & Channel Mgmt Customer Sales • Commerce solutions • In-store solutions (POS) management • Quality management Inventory & Warehousing • Inventory management • Warehouse management Product Delivery • Fleet management • Tracking systems • Digital asset management Service Delivery • Engagement management • Professional services • Educational services IT TOWERS COST POOLS 12 © 2016 Technology Business Management Council, All rights reserved (v 2. 5) (for generic company) Customer Service Order Management • • Contract management Order management Invoicing Payments Customer Care • Multi-channel customer • • communication (ACD, CTI, IVR, Speech Recognition, chat, email, co -browse) Knowledge Management Customer service workforce automation Field service Customer service analytics

BUSINESS CAPABILITIES Business Application Services Finance Human Resources Financial Planning Revenue Accounting General Accounting Fixed Assets Payroll Procurement Accounts Payable Treasury Tax Internal Controls Consolidation Recruiting Talent Management Workforce Management Employee Communications Facilities & Assets Acquisition Construction Maintenance Disposal IT TOWERS COST POOLS 13 © 2016 Technology Business Management Council, All rights reserved (v 2. 5) (for generic company) Cross-Function Capabilities Enterprise Knowledge Management Corporate Communications Legal