Microsoft Windows XP Professional Customer Solution Case Study Manufacturer Increases Productivity, Improves Security with Operating System Update Overview Country or Region: United States Industry: Manufacturing Customer Profile Cosa Instrument, based in Yaphank, New York, provides high-technology analyzers and process-control systems to the energy, environmental, pharmaceutical, semiconductor, and plastics industries. Business Situation The company’s previous technology infrastructure consisted of unprotected systems from disparate vendors. As a result, the company experienced viruses and frequent downtime. Solution Cosa deployed an integrated solution based on Microsoft® software. Most recently, it updated to Microsoft Windows® XP Professional with Service Pack 2 to improve security and manageability. Benefits Improved productivity Increased security Enhanced reliability and manageability Low total cost of ownership Increased flexibility “It’s significant that I can’t point to a single security issue since we installed the update. With Windows XP Service Pack 2, our security concerns have all but evaporated.” Darryl Nitke, Chief Information Officer, Cosa Instrument Corporation Cosa Instrument Corporation implemented a comprehensive, Microsoft® software–based environment but found that its security still was compromised and work force efficiency hampered. Users inadvertently downloaded harmful computer viruses and incompatible freeware, and they faced interruptions from pop-up advertisements. To solve its problems, Cosa took advantage of the Microsoft Windows® XP Service Pack 2 update, activating the Windows Firewall and Internet Explorer Pop-Up Blocker. In addition to increased user productivity, Cosa IT staff members now are finding that they no longer spend time repairing or rebuilding infected workstations. Windows XP Service Pack 2 helps further secure the rest of the Cosa environment and also helps deliver improved manageability and a low total cost of ownership. Situation Cosa Instrument Corporation distributes high-technology analyzers and process control systems to a variety of industries. Headquartered in Yaphank, New York—with subsidiaries in Houston, Texas, and Norwood, New Jersey—Cosa employs approximately 60 people. Like many companies, Cosa Instrument had a technology environment that had evolved gradually. As a result, the company found itself with a variety of systems, none of which were designed to be used together. “We rolled out technologies to meet specific business needs,” says Darryl Nitke, Chief Information Officer for Cosa Instrument. “The greatest challenge we faced was that none of these technologies was designed with integration in mind.” Because the company’s environment comprised technologies addressing specific needs, it didn’t provide critical companywide functionality. For example, security was compromised on every desktop and portable computer on the network. Additionally, Cosa struggled with incompatible applications; a lack of control over the storage of its business data; and an inability to share information, calendars, contacts, tasks, or files among users. Some of the other challenges at the company included slow system-response times, a lack of standardized IT policies and procedures, and an inadequate system for backing up vital corporate information—all due in large part to the lack of integration among systems. These limitations, in turn, drove up the cost of management and maintenance. Says Nitke, “The cost of maintenance is very high in a poorly integrated environment. For example, adding a new user took more than an hour and required six different user names and passwords.” Cosa Instrument addressed most of the problems when it implemented a new IT environment based almost exclusively on Microsoft® software, including the Microsoft Windows Server™ 2003 operating system, Microsoft Exchange Server 2003, and Microsoft SQL Server™ 2000, all of which are part of Microsoft Windows Server System™ integrated server software. The environment also incorporates Microsoft CRM, Microsoft Business Solutions–Great Plains® (both now part of Microsoft Dynamics™), the Active Directory® service, Microsoft Operations Manager 2005 (also part of Windows Server System), the Windows® XP Professional operating system, and Office Professional Edition 2003. With a comprehensive solution in place, the company made a commitment to keeping its technology current. It expected that commitment to help it take advantage of the increased productivity that accompanies the implementation of new software releases. Although Cosa Instrument also had deployed Microsoft Internet Security and Acceleration (ISA) Server 2004 (also part of Windows Server System) as its firewall, the company still experienced minor security-related problems. Spyware was prevalent because employees inadvertently installed malicious software, thereby introducing endless pop-up advertisements and incompatibilities, which hindered productivity. “As a company, we’re quite selective about the applications that we choose to install, and those applications were doing a good job of interoperating with or protecting our environment,” says Nitke. “However, our employees weren’t necessarily as careful. They often had no idea that by agreeing to download freeware from the Internet, they were exposing us to problems.” Cosa Instrument installed third-party software to block certain Web sites, but the software was difficult to manage. “Managing the list of blocked and permitted sites became a struggle because, in addition to diligence, it took time to manually enter each site address,” says Nitke. “Although our systems were functioning well overall, we needed to tighten up security at the client level to reach peak performance.” Solution The opportunity for Cosa Instrument to further enhance its environment came in the form of the Service Pack 2 update for the Microsoft Windows XP Professional operating system. “We were excited about the Internet Explorer Pop-Up Blocker and Windows Firewall, and we felt as though updating to Windows XP Service Pack 2 would be an easy way to rectify the last few problems with our network,” says Nitke. Even though Cosa Instrument has a small IT department, deploying Windows XP Service Pack 2 was easy. The IT staff examined Windows XP Service Pack 2 in a test environment that replicated all of the company’s computers and core applications. Because Cosa Instrument runs a fairly homogeneous environment, with one image for desktop computers and another for portable computers, testing Windows XP Service Pack 2 only required the examination of compatibility with 15 to 20 business-critical applications. The company tested Microsoft CRM and Microsoft Great Plains software, as well as Office Professional Edition 2003 programs and other internal applications. Although it opted not to test applications that are not business critical, Cosa has not discovered any compatibility problems with those applications that it did not test. The only issues that the company experienced had to do with a particular print server and the Adobe Creative Suite application, but both issues were easy to resolve. Once the compatibility requirements were met, Cosa Instrument deployed the update through a link to an internal Web site. The IT staff asked all employees to handle the installation themselves, requesting that they start it before leaving for their lunch breaks on a particular day. When employees returned from lunch, their computers were updated and ready to go. Because not all employees were at work on the first day of the download, completing the update on the company’s 43 desktop computers and 17 portable computers took two days. “Everything went smoothly—we received no help-desk calls and experienced no issues,” says Nitke. The company has configured the Windows XP Service Pack 2 update with the Windows Firewall turned on, with a few exceptions for file and print sharing, Windows Messenger version 5.1, and Microsoft NetMeeting® conferencing software. The Internet Explorer Pop-Up Blocker is turned on. An exception had to be made for Microsoft CRM, whose functionality employs pop-up windows. “During the testing process, it took us two minutes to realize that we needed an exception for Microsoft CRM pop-up windows and to configure it manually in Internet Explorer,” says Nitke. “We used exceptions in the Windows Firewall to make sure that Microsoft CRM pop-ups would continue to work.” Benefits With Windows XP Service Pack 2 in place, Cosa Instrument has improved security and user productivity. More significant than any one part of the solution, however, is that having a comprehensive environment based on Microsoft software adds considerable overall value to the organization. Says Nitke, “Taking advantage of integrated Microsoft software means that we have ease of integration and customization, reduced training cycles, minimal help-desk support, and a single vendor to call when we need help. What is the best thing about the Microsoft solutions that we use? They work— and work well.” “Enhanced security, improved automation for updates, and tighter administrative control provided by Windows XP Service Pack 2 Group Policy Objects have reduced help-desk calls from 125 to 3 per week.” Darryl Nitke, Chief Information Officer, Cosa Instrument Corporation Improved Productivity Now that they have Windows XP Service Pack 2 on their desktops, Cosa employees are spared the annoyance of pop-up advertisements, which helps them stay productive and focused on their tasks. Additionally, the company’s IT staff can focus on more strategic pursuits now that support calls about popups, downloading corrupt .zip files, and installing computer-virus-laden applications have been eliminated. “Regularly, our IT staff used to have to rebuild machines, test them, and get them back to the user with all of the right data—which is a time-consuming, expensive process,” says Nitke. “We’re saving time and money with Windows XP Service Pack 2 because we haven’t had to rebuild a single machine since it was installed.” Increased Security Cosa Instrument has found the security enhancements in Windows XP Service Pack 2 to be excellent. “It’s significant that I can’t point to a single security issue since we installed the update,” says Nitke. “With Windows XP Service Pack 2, our security concerns have all but evaporated.” Since updating to Windows XP Service Pack 2, the company has not experienced a single infection or a downed client computer. When it comes to Web access, Cosa no longer requires a third-party application to block inappropriate or dangerous Web sites. Instead, it uses ISA Server 2004 to generate a list of Web sites that each user has visited. The list is stored in SQL Server 2000 and is available for viewing by anyone in the company. “We don’t have to deal with tracking and blocking Web sites anymore because users are managing themselves. Nobody wants to be caught visiting an unsuitable site, especially on the job,” says Nitke. The company also benefits from having the Windows Firewall on each workstation and portable computer because the increased security layer on top of the improved Internet Explorer reminds users that they might be downloading potentially harmful information or applications from the Internet. When users see the box alerting them that the download that they are attempting may be damaging, they now ask the IT department for permission before proceeding. “Anything that reminds our users to be aware that they may be causing harm is a good thing,” says Nitke. “Our technology does its job. When it comes to downloads and how they affect the rest of the environment, it’s really all about training employees to be good corporate citizens.” Enhanced Reliability and Manageability Due to Standardization In addition to improving the ease of supporting desktop and portable computers that comes with Windows XP Service Pack 2, Cosa finds that having a broad solution from Microsoft decreases management time and increases the quality of technical support. Before standardizing on Microsoft software, Cosa experienced system crashes nearly every day, when users in the two satellite offices used a virtual private network for remote access to corporate information. “We used to measure total downtime not in minutes or hours, but in days per year,” says Nitke. “By replacing our disparate systems with ISA Server 2004 and Terminal Services, we have reduced downtime to 15 hours in 2004 and just 5 hours in the first half of 2005. And all unscheduled downtime has been due to telecommunications issues, not problems with software or hardware.” Planned changes to the environment have become less disruptive and time-consuming as well. “The manageability of our Microsoft environment means that I could update our servers from Exchange 2000 Server to Exchange Server 2003 and Windows 2000 Server to Windows Server 2003 without ever leaving my office,” says Nitke. “I haven’t had to travel from New York to our Texas site in a “If wecost “The maintain of replacing our almost all of our environMicrosoft-based systems ment, we’ll haskeep beenhaving fully repaid an array inof 12choices months by the reduction when we needinto add operating costs functionality or change and number our business of help-desk model.” calls.” Darryl Nitke, Chief Information Officer, Cosa Instrument Corporation Darryl Nitke, Chief Information Officer, Cosa Instrument Corporation full year because I’m now able to resolve issues before they happen, thanks to notifications on my Microsoft Operations Manager dashboard and my remote administrative capabilities.” Supporting users through the help desk also has become easier with the standardized environment. “In the past, almost none of our computers shared the same software and hardware,” says Nitke. “Because each computer was different, the management of drivers, updates, operating procedures, and software setup was nearly impossible. Assisting each user became a full-time job, which limited our ability to move forward with more strategic projects.” Cosa now relies on the centralized deployment of operating-system updates, thanks to Windows Update Services and Active Directory. There are hundreds of Group Policy templates now available with Windows XP Service Pack 2, and Cosa is in the process of implementing many of them. For example, the company uses them to manage security settings in Internet Explorer, disable peer-topeer networking, and prevent users from making changes to their firewall settings. “Enhanced security, improved automation for updates, and tighter administrative control provided by Windows XP Service Pack 2 Group Policy Objects have reduced helpdesk calls from 125 to 3 per week. And those calls are all about specific application features or functionality, not about problems,” says Nitke. Information Access Through Integration With its infrastructure consisting of integrated Microsoft software, Cosa Instrument is finding it far easier to collaborate on projects, share and disseminate information, and give managers and employees immediate access to current data, which saves everyone a lot of time. Before, for example, the company could not print remotely, so order documentation—such as pick lists, packing slips, and invoices—and daily reports had to be printed locally in each satellite office and then shipped to the warehouse for fulfillment. Cosa spent an average of U.S.$50 each day on overnight shipping. Today, because the company’s system includes replicated file folders and centralized backups, users can print documents directly to the warehouse. Plus, the company no longer has to store paper documents anymore; all documentation is published electronically and replicated to the satellite offices so that the information is available locally. Users everywhere gain access to important, timely information, and the company is less vulnerable to telecommunication failures. “Putting in the right infrastructure has been enormously cost effective,” says Nitke. “Thanks to its integration, the whole of the Microsoft solution really is greater than the sum of its parts.” Low Total Cost of Ownership For Cosa, the cost of disparate systems was difficult to measure. However, in evaluating its workflow processes and the quality of its management reporting, the company concluded that poor system integration led to cumbersome work processes for staff and difficulty in generating meaningful reports. Moving to a Microsoft environment changed all of that. “Because our core infrastructure became so streamlined, reliable, and tightly integrated, we were able to streamline our processes to match,” says Nitke. “We estimate that the full cost of processing an inbound purchase order is down by more than 30 percent, due to the integration of the Microsoft environment.” The company also has measured its return on investment (ROI) from the IT overhaul. “The cost of replacing almost all of our systems has been fully repaid in 12 months by the “The cost of replacing almost all of our systems has been fully repaid in 12 months by the reduction in operating costs and help-desk calls. That’s a phenomenal ROI for such sweeping changes to our environment.” Darryl Nitke, Chief Information Officer, Cosa Instrument Corporation reduction in operating costs and help-desk calls. That’s a phenomenal ROI for such sweeping changes to our environment,” says Nitke. “Microsoft is the only company on the planet that has a full set of server products, desktop products, and developer tools that integrate so seamlessly—and the total cost of ownership for all of them is impressively low.” Increased Flexibility and the Ability to Plan for the Future Cosa Instruments chose a Microsoft-based technology infrastructure in part because the company is confident that Microsoft will be supporting its products and developing new ones for many years to come. “If we maintain our Microsoft-based environment, we’ll keep having an array of choices when we need to add functionality or change our business model,” says Nitke. “Plus, I’m assured that I won’t have to rip out and replace anything when new applications come out; they’ll integrate seamlessly with the rest of the environment because our system is already running the current software updates. I have no fear of the future.” Cosa is, in fact, already planning for its technology future. The company wants to implement Microsoft Office Live Communications Server 2005 and Office Live Meeting for the ability to hold and record training sessions and post them on the Web for internal and customer use. It also plans to upgrade Microsoft CRM and integrate it with Microsoft Great Plains to help customers place orders and check order status, inventory, prices, and availability so that they don’t have to speak to a Cosa representative. “Currently, processing an order costs $100 from start to finish,” says Nitke. “But with customer self-service, we expect to cut that number in half.” Concludes Nitke, “Implementing Microsoft software has taken us from experiencing total mayhem to complete bliss. The integration of the Microsoft software, supported by addi- tions such as Windows XP Service Pack 2, helps Cosa focus on our business and serving our customers. Today, our technology no longer hinders business—it helps us extend our boundaries.” For More Information For more information about Microsoft products and services, call the Microsoft Sales Information Center at (800) 4269400. In Canada, call the Microsoft Canada Information Centre at (877) 5682495. Customers who are deaf or hard-ofhearing can reach Microsoft text telephone (TTY/TDD) services at (800) 892-5234 in the United States or (905) 568-9641 in Canada. Outside the 50 United States and Canada, please contact your local Microsoft subsidiary. To access information using the World Wide Web, go to: www.microsoft.com Microsoft Windows XP Professional Microsoft Windows XP Professional gives you the freedom to do what you want at home and at work—simply, reliably, and securely. For more information about Windows XP Professional, go to: www.microsoft.com/windowsxp/pro For more information about Cosa Instrument Corporation products and services, call (631) 345-3434, or visit the Web site at: www.cosa-instrument.com Software and Services Microsoft Windows Server System − Microsoft Windows Server 2003, Standard Edition − Microsoft Exchange Server 2003 − Microsoft Internet Security and Acceleration Server 2004 − Microsoft Operations Manager 2005 − Microsoft SQL Server 2000 Microsoft Office System − Microsoft Office Professional Edition 2003 © 2005 Microsoft Corporation. All rights reserved. This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, Active Directory, Great Plains, Microsoft Dynamics, NetMeeting, Windows, Windows Server, and Windows Server System are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are property of their respective owners. Document published July 2005 Microsoft Dynamics − Microsoft Business Solutions–Great Plains − Microsoft CRM Microsoft Windows XP Professional Technologies − Active Directory − Terminal Services Hardware eMachines desktop computers HP Compaq Business Notebook nx9010 HP Compaq ProLiant servers