Files
Converge/data/assessments/northwind-financial.json
Chris Olson d5c77543e8 Initial commit: Converge portfolio rationalization app
Next.js app for mapping a customer's competitive tool landscape onto our
portfolio and building the consolidation business case: assessment
workbench, customer report and Word export, product catalog, competitive
knowledge base, dossier import, shareable landscape questionnaires with a
review inbox, tool-footprint and business-unit value analysis, and an
implementation timeline.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-24 11:48:42 -04:00

248 lines
6.4 KiB
JSON

{
"id": "northwind-financial",
"version": 1,
"customerName": "Northwind Financial",
"industry": "Financial services",
"preparedBy": "Chris Olson",
"preparedFor": "CIO / Head of Infrastructure",
"opportunityRef": "OPP-40118",
"executiveSummary": "",
"horizonYears": 3,
"weights": {
"capability": 35,
"switchEase": 25,
"timeToRoi": 25,
"spend": 15
},
"candidates": [
{
"id": "c-gnmpnbd",
"incumbentVendor": "F5",
"incumbentProduct": "BIG-IP LTM",
"domain": "adc",
"productIds": [
"ans-avi"
],
"annualSpend": 1250000,
"units": 42,
"unitLabel": "appliances",
"renewalDate": "2027-03-31",
"capability": 5,
"switchEase": 4,
"timeToRoiMonths": 6,
"savingsPct": 55,
"migrationCost": 220000,
"strategicValue": 4,
"risks": "iRules migration needs an audit; 6 legacy apps use custom TCL.",
"notes": "",
"included": true
},
{
"id": "c-mhfs3kf",
"incumbentVendor": "Splunk",
"incumbentProduct": "Enterprise",
"domain": "observability",
"productIds": [
"vcf-ops-logs",
"aod-dx-oi"
],
"annualSpend": 2100000,
"units": 1400,
"unitLabel": "GB/day",
"renewalDate": "2026-12-01",
"capability": 3,
"switchEase": 2,
"timeToRoiMonths": 18,
"savingsPct": 45,
"migrationCost": 480000,
"strategicValue": 5,
"risks": "SOC dashboards and 300+ saved searches must be rebuilt. Security team sign-off required.",
"notes": "",
"included": true
},
{
"id": "c-5f805x6",
"incumbentVendor": "BMC",
"incumbentProduct": "Control-M",
"domain": "wla",
"productIds": [
"aod-automic",
"aod-autosys"
],
"annualSpend": 880000,
"units": 9500,
"unitLabel": "jobs/day",
"renewalDate": "2027-06-30",
"capability": 5,
"switchEase": 3,
"timeToRoiMonths": 12,
"savingsPct": 65,
"migrationCost": 190000,
"strategicValue": 4,
"risks": "Batch calendar conversion over a single quarter-end freeze window.",
"notes": "",
"included": true
},
{
"id": "c-7zplvbf",
"incumbentVendor": "CrowdStrike",
"incumbentProduct": "Falcon",
"domain": "endpoint-sec",
"productIds": [
"cb-cloud",
"esg-ses-complete"
],
"annualSpend": 1450000,
"units": 24000,
"unitLabel": "endpoints",
"renewalDate": "2027-01-15",
"capability": 4,
"switchEase": 3,
"timeToRoiMonths": 9,
"savingsPct": 40,
"migrationCost": 260000,
"strategicValue": 5,
"risks": "Parallel-run required for 60 days; EDR detection parity must be proven to the CISO.",
"notes": "",
"included": true
},
{
"id": "c-nmte6kw",
"incumbentVendor": "ServiceNow",
"incumbentProduct": "ITSM",
"domain": "itsm",
"productIds": [
"aod-sdm",
"aod-service-catalog"
],
"annualSpend": 1900000,
"units": 3100,
"unitLabel": "fulfiller seats",
"renewalDate": "2028-02-28",
"capability": 3,
"switchEase": 1,
"timeToRoiMonths": 30,
"savingsPct": 35,
"migrationCost": 900000,
"strategicValue": 3,
"risks": "Deeply embedded workflows and 40+ integrations. Treat as a long-horizon option only.",
"notes": "",
"included": true
},
{
"id": "c-j12ddgu",
"incumbentVendor": "SailPoint",
"incumbentProduct": "IdentityIQ",
"domain": "iam",
"productIds": [
"esg-iga"
],
"annualSpend": 720000,
"units": 38000,
"unitLabel": "identities",
"renewalDate": "2027-09-30",
"capability": 4,
"switchEase": 3,
"timeToRoiMonths": 14,
"savingsPct": 50,
"migrationCost": 170000,
"strategicValue": 4,
"risks": "Access certification campaigns must not lapse during cutover.",
"notes": "",
"included": true
},
{
"id": "c-a84itug",
"incumbentVendor": "Nutanix",
"incumbentProduct": "Cloud Platform",
"domain": "private-cloud",
"productIds": [
"vcf-foundation",
"vcf-vsan"
],
"annualSpend": 2600000,
"units": 180,
"unitLabel": "nodes",
"renewalDate": "2027-04-30",
"capability": 5,
"switchEase": 4,
"timeToRoiMonths": 8,
"savingsPct": 30,
"migrationCost": 400000,
"strategicValue": 5,
"risks": "AHV to ESXi conversion for 900 VMs; requires a rolling maintenance plan.",
"notes": "",
"included": true
},
{
"id": "c-lsuangg",
"incumbentVendor": "Apptio",
"incumbentProduct": "Cloudability",
"domain": "finops",
"productIds": [
"aod-cloudhealth"
],
"annualSpend": 310000,
"units": 0,
"unitLabel": "",
"renewalDate": "2026-11-30",
"capability": 5,
"switchEase": 5,
"timeToRoiMonths": 4,
"savingsPct": 70,
"migrationCost": 25000,
"strategicValue": 3,
"risks": "",
"notes": "",
"included": true
},
{
"id": "c-1krnhgi",
"incumbentVendor": "IBM",
"incumbentProduct": "Db2 Tools for z/OS",
"domain": "mf-database",
"productIds": [
"msd-db2-suite",
"msd-db2-utility"
],
"annualSpend": 1100000,
"units": 2400,
"unitLabel": "MSU",
"renewalDate": "2027-12-31",
"capability": 5,
"switchEase": 4,
"timeToRoiMonths": 10,
"savingsPct": 45,
"migrationCost": 150000,
"strategicValue": 4,
"risks": "Utility JCL conversion; run both suites in parallel for one reorg cycle.",
"notes": "",
"included": true
},
{
"id": "c-g5v54bd",
"incumbentVendor": "Zscaler",
"incumbentProduct": "Internet Access",
"domain": "network-sec",
"productIds": [
"esg-cloud-swg"
],
"annualSpend": 960000,
"units": 24000,
"unitLabel": "users",
"renewalDate": "2027-07-31",
"capability": 4,
"switchEase": 2,
"timeToRoiMonths": 16,
"savingsPct": 45,
"migrationCost": 280000,
"strategicValue": 4,
"risks": "PAC file and certificate rollout across 24k endpoints and 60 branch sites.",
"notes": "",
"included": true
}
],
"createdAt": "2026-09-22T17:22:56.750Z",
"updatedAt": "2026-09-23T12:58:32.799Z"
}