Capacity Management 101: A Definition and Best Practices to Align IT Resources with Business Goals

Capacity Management 101: Best Practices to Align IT Resources with Business Goals

Syncsort’s recent acquisition of Metron has put a spotlight on Capacity Management and the capabilities provided by the athene® software solution. But what, exactly, is Capacity Management, and why is it important?

What is Capacity Management?

The primary goal of Capacity Management is to ensure that IT resources are rightsized to meet current and future business requirements in a cost-effective manner. One of the more common definitions of Capacity Management is provided for in the ITIL framework and further divides the process into three sub-processes: Business Capacity Management, Service Capacity Management, and Component Capacity Management.

Top-Down, Bottom-Up Approach

When teaching people in a practitioner-level course, we typically teach the three sub-processes in a “top-down, bottom-up” approach. What does that mean?

  • Top-Down: Business needs drive the creation of services, which leads to the purchase of components that have the computing power and other resources that make Information Technology solutions a reality at their company.
  • Bottom-Up: When monitoring and analyzing the infrastructure, start with the components. Ensure each of these are right-sized and appropriate for the job. They underpin services – are those meeting SLAs? The services keep the business running – are the forecasts accurate and do the services and components have to be upgraded or further rightsized to optimize IT spend?

Conceptually, it sounds pretty straight-forward, but exactly how are these concepts put into practice in a modern data center?

Watch our webcast: The Changing Landscape of Capacity Management for the Mainframe

5 Components of Capacity Management

The activities that support the Capacity Management process are crucial to the success and maturity of the process. Some of these are done on an ongoing basis, some daily, some weekly, and some at a longer, regular interval. Some are ad-hoc, based on current (or future) needs or requirements. Let’s look at those:

1. Monitoring

Keeping an eye on the performance and throughput or load on a server, cluster, or data center is extremely important. Not having enough headroom can cause performance issues. Having too much headroom can create larger-than-necessary bills for hardware, software, power, etc.

2. Analysis

Taking that measurement and monitoring data and drilling down to see the potential impact of changes in demand. As more and more data become available, having the tools needed to find the right data and make sense of it is very important.

3. Tuning

Determining the most efficient use of existing infrastructure should not be taken lightly. A lot of organizations have over-configured significant parts of the environment while under-configuring others. Simply reallocating resources could improve performance while keeping spend at current levels.

4. Demand Management

Understanding the relationship of current and future demand and how the existing (or new) infrastructure can handle this is incredibly important. Predictive analytics can provide decision support to IT management. Also, moving non-critical workloads to quieter periods can delay purchase of additional hardware (and all the licenses and other costs that go with it).

5. Capacity Planning

Determining the requirements for resources required over some future time. This can be done by predictive analysis, modeling, benchmarking, or other techniques – all of which have varying costs and levels of effectiveness.

What is Capacity Management?

Capacity Management Information System

The centerpiece of a mature and effective Capacity Management process is the Capacity Management Information System, or CMIS.

The CMIS allows for easy access to Capacity and Performance data for reporting, analysis, predictive modeling and trending, troubleshooting (Incident and Problem Management).

For over 30 years, athene® has been a leading solution for implementing, automating, and managing a mature cross-platform Capacity Management process. Syncsort’s acquisition of Metron ensures that athene® will continue to provide for legacy platforms, such as System z and IBM i as well as provide valuable support for newer technologies and platforms, including Cloud environments.

One way for organizations to evaluate their Capacity Management process is to complete our Maturity Survey. Answer 20 quick questions about your organization and its processes, and you’ll immediately receive an initial maturity level as well as a comprehensive report with suggestions on how to improve your maturity.

Rich Fronheiser

Authored by Rich Fronheiser

Rich has been working in Capacity Management for over 20 years and is currently Director of Product Marketing at Syncsort, focusing on athene®, Ironstream®, and other Data Infrastructure Optimization products. Rich joined the Syncsort team as part of its 2017 acquisition of Metron. His work began at Metron in 2003 as the first US-based Principal Consultant, which saw him in a variety of presales and post-sales consulting and education roles supporting the sales organization. In 2011, he turned his attention to product and corporate marketing and became the Chief Marketing Officer of Metron in April 2013 and served in that role through the acquisition by Syncsort. Rich earned a BS in Mathematics from Juniata College (PA) and an MBA (Management) from the University of Wisconsin-Whitewater. He’s also earned the ITIL v2 Manager and ITIL v3 Expert certification.

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