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Server Virtualization - does it guarantee lower costs?
While virtualization helps reduce CAPEX, does it have a similar effect on OPEX? Cameron Haight from Gartner shares his perspective By Cameron Haight, Gartner Research, February 19, 2010
In good economic times or bad, it is always prudent to optimize operational efficiency. One way to do this is to reduce costs. It has usually been assumed that virtual server-style technology is one investment that enables IT cost reductions.

Is this assumption true?

Well, yes...and no.

Gartner speaks to many clients about their server virtualization investments. Historically, the proof points for return on these investments have usually centered on reductions in CAPEX, that is, reductions not only in regards to data center facilities but also in hardware spend and associated maintenance. Physical server proliferation tends to become controlled, and existing as well as new server investments become more effective shared resources. So far, so good. But what about OPEX?

OPEX usually includes things such as facilities (power and cooling) as well as human labor costs (salaries, bonuses, insurance etc), with labor expenses typically being the lion's share of any IT budget. Energy savings may become one of the primary goals (and hence justify the cost in terms of delivered benefits) of your virtual server investment. Still, that leaves us with the labour impact, which is critical if we are to derive a realistic ROI.

It is in the category of labor or ‘system administration costs’, that the utility of the server virtualization investment becomes somewhat less clear. Just as Amdahl's law says that the speed of the ‘system’ is governed by the speed of the slowest component, the benefit of the virtual server-related investment will, we believe, ultimately be governed by the cost of the largest associated component—systems administration. But how to measure costs?

There are few models available to assess the impact of server virtualization on system administration costs for IT organizations. This is exacerbated by the fact that many organizations do not baseline system administrative costs in a non-virtual environment for comparative purposes. Organizations should develop a server virtualization model to assess total system administrative costs that includes activities such as root cause analysis, to account for the (often soft-dollar) costs brought on by the added complexity of a virtualized environment to obtain a realistic summation of the overall benefits of this investment.

One option is to borrow approaches typically used to measure software complexity. A software complexity-based approach using both white box and black box techniques may offer a means to establish an appropriate costing framework, irrespective of the activity being analyzed. In the white box method, we need to understand the internal structure of the program (lines of code, number of ‘if’ statements etc).

With respect to our virtualization context, a substitute would be to aggregate the timing of the administrative steps within a service response to an end-user request. The use of a ‘white box’ style methodology works when the specific steps are well defined. Alternatively, use a ‘black box’ approach when the specific administrative procedures are unknown or immature, because if we can't see ‘inside’ a process, we may be able to infer complexity (and thus cost) from an external perspective. Using this method, we seek to equate cost as a product of the number of interdependencies.  

These ‘soft costs’ don’t necessarily weaken the argument for investment in virtualization technology, but they could reduce some of the net positive OPEX impact—the degree to which this occurs would depend on the values assigned to the variables in the models above. The key point, though, is to not blithely assume only an upside to the operational impact of server virtualization. In so doing, you will enhance your credibility with the key decision makers in your organization and, through exposure of the potential problems, lay the groundwork for improving these potentially problematic processes.

Cameron Haight is a Research VP at Gartner Research



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