Discovery Agent Automates System Inventory for Software Migration

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Solution Overview

Problem

Sales representatives face challenges in persuading customers to upgrade information management systems due to the inconvenience and time-consuming process of gathering system information, customer concerns about the unknown replacement system, and hidden costs associated with new products.

Innovation Solution

A discovery agent is used to analyze the customer's computing system, leveraging existing information management software to inventory resources, simulate the replacement system, and provide a detailed list of recommended resources and costs, allowing customers to experience the new system's functionality and costs before committing to the upgrade.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If a sales representative manually gathers information about the customer's existing information management system using questionnaires, then the customer can provide detailed system information, but the process becomes inconvenient and time-consuming for the customer

Engineering Contradiction:
Improvesystem information completenessVSAvoidinformation gathering time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The discovery agent enables the customer's existing system to automatically provide information about itself without human intervention. The agent queries the existing information management system to gather details about computing devices, storage devices, and secondary copies, eliminating the need for manual questionnaire completion while ensuring complete and accurate system information is captured

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The manual mechanical process of filling out questionnaires is replaced with an automated software-based discovery agent that programmatically queries the existing system. This substitution transforms the information gathering process from a manual, time-consuming administrative task into an automated technical process that occurs in the background

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Adaptability or versatility

If a customer transitions to a replacement information management system, then the customer can access new features and improvements, but the customer experiences fear of losing data and operator error due to unfamiliarity

Engineering Contradiction:
Improvesystem functionalityVSAvoiddata safety perception
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The discovery agent creates a virtual copy of the customer's existing computing system by inventorying all computing devices, storage devices, and secondary copies. This virtual representation allows the customer to interact with and evaluate the replacement system's functionality while maintaining a reference to their original system configuration, reducing fear through familiarity

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system performs preliminary actions by creating a detailed inventory and simulation of the replacement system before the customer actually transitions. This advance preparation allows the customer to review the proposed configuration, understand what will happen to their data, and make informed decisions, thereby reducing anxiety about potential data loss or errors

Inventive Principle:
Principle #10Preliminary action

3Loss of information

If a sales representative provides a detailed quote for the replacement information management system, then the customer can see the costs involved, but hidden costs may still deter the customer from pursuing the upgrade

Engineering Contradiction:
Improvecost transparencyVSAvoidupgrade decision ease
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The discovery agent provides immediate feedback to the customer by automatically generating a detailed quote that lists all recommended resources and their costs. This real-time cost information is presented alongside the system inventory, allowing the customer to understand the full financial implication of the upgrade before making a decision, eliminating hidden costs through complete transparency

Inventive Principle:
Principle #23Feedback

4Productivity

If the discovery agent automatically inventories the customer's computing system, then the information gathering process becomes convenient and fast, but the system complexity increases

Engineering Contradiction:
Improveinformation gathering speedVSAvoiddiscovery agent complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The discovery agent is designed as a universal tool that can interface with multiple different existing information management systems and automatically adapt to various system configurations. By consolidating the information gathering functionality into a single multi-functional agent, the apparent complexity is managed through standardization, allowing fast automated inventorying across diverse system landscapes

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS9753844B2Automatic identification of storage requirements, such as for use in selling data storage management solutions
Publication Date: 2017.09.05 COMMVAULT SYSTEMS INC
  • US9753844B2 patent drawing
  • US9753844B2 patent drawing
  • US9753844B2 patent drawing

AI summary

Systems and methods for demonstrating a replacement information management software for a computing system. The methods may include determining if existing information management software is installed in the computing system. The methods may include identifying computing devices of the computing system using information from the existing information management software. The methods may include simulating the replacement information management software with characteristics of the identified computing devices to enable a user to experience the replacement information management software prior to committing to installing the replacement information management software in the computing system. The methods may include automatically installing the replacement information management software. Other implementations are disclosed.