A leading domestic securities company whose business includes investment banking, wealth management, institutional trading, etc. Headquartered in Shanghai, it has 5 professional subsidiaries, 37 branch offices and 342 securities business departments throughout China. Its business network covers the whole country. It has maintained a leading position in the industry for many consecutive years, and is at the forefront of the industry in terms of innovation capability and risk management.
Project Background
The client faces the following challenges in asset management:
1. Scattered device information: IT equipment in data centers and computer rooms in multiple locations across the country is managed in a decentralized manner with no unified view, resulting in inconsistent equipment data.
2. Difficult lifecycle management: There is a lack of effective tracking of the full lifecycle management of equipment, including procurement, deployment, operation and maintenance, and disposal, which affects the efficiency of asset management.
3. Low asset utilization: Incomplete asset information makes it difficult to effectively allocate resources and analyze asset utilization.
4. Inadequate compliance management: Equipment asset information cannot meet the regulatory requirements of the financial industry, resulting in compliance risks.
5. Difficult cost control: Equipment acquisition and maintenance costs are scattered across multiple systems, making it difficult to perform unified cost analysis and optimization.
Project Solution
- Data Modeling of Equipment Asset in the Data Center:
- Establish a unified asset information model that covers core IT assets such as servers, network devices, and storage devices.
- Design multi-dimensional equipment attributes, including physical location, configuration information, usage status, maintenance records, etc.
- Create a complete equipment lifecycle management model that supports the entire process of managing equipment from procurement, storage, retrieval, operation and maintenance to disassembly and scrapping.
- Automated asset discovery in the data center:
- Automatically discover and update device information in real time, including key information such as IP addresses, MAC addresses, and hardware configurations.
- Establish an automated device health monitoring mechanism and collect real-time metrics such as device uptime and resource utilization.
- Regularly scan the data center with automated tools to ensure the accuracy and integrity of device information.
- Warehousing management of equipment asset in the data center:
- Establish an equipment storage approval process to achieve complete process tracking from equipment procurement to storage.
- Automatically generate a unique equipment identifier and associate it with purchase order and contract information.
- Support the inventory of batch equipment, automatically verify equipment information, and ensure the accuracy of inventory data.
- Out-of-stock management of equipment asset in the data center:
- Establish an out-of-stock approval process that supports out-of-stock management in scenarios such as equipment transfer and maintenance.
- Automatically update equipment status and record information such as the reason for out-of-stock status and destination.
- Assist in the health inspection of equipment prior to shipment to ensure that the equipment is ready for normal use.
- Racking management of equipment asset in the data center:
- Automatically allocate equipment rack space to optimize computer room utilization.
- Automatically generate an equipment rack task list and capture information such as rack location and network configuration.
- Support for automated post-rack device information verification to ensure the accuracy of configuration information.
- Unravel the management of assets in the data center:
- Establish an equipment decommissioning approval process that supports decommissioning management in scenarios such as equipment migration and retirement.
- Automatically trigger updates to related systems, including the monitoring system, Bastion host, etc.
- Support data cleansing and security inspection of devices prior to unracking to ensure data security.
- Disposal management of data center equipment:
- Establish an equipment scrapping approval process to provide complete process management of scrapping request, approval, and execution.
- Automatically update the equipment status and record information such as the reason for scrapping and the handling method.
- Support the write-off of assets and financial processing of scrapped equipment to ensure that the books are in line with reality.