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© 2010 Standard Insurance Company
Cloud-Based CRM with On-Premises Integration
At a Diversified Financial Services Company...
© 2010 Standard Insurance Company
• Financial services company
• Founded in 1906
• Our purpose:
We help people achieve fin...
© 2010 Standard Insurance Company
• Enterprise Architect based in Portland, Oregon
• Infrastructure, application and
busin...
© 2010 Standard Insurance Company
• Corporate Enterprise Architecture
• Motivations: Why Cloud-Based CRM?
• Selection and ...
© 2010 Standard Insurance Company5
Areas of Focus for this
Presentation
© 2010 Standard Insurance Company
Motivations: Business Drivers
© 2010 Standard Insurance Company
Motivations: Business Assessments
© 2010 Standard Insurance Company
Motivations: IT Goals
and Requirements
© 2010 Standard Insurance Company
Selection and Implementation: Overall
Approach
© 2010 Standard Insurance Company
Strategic Technical Architecture
Deliverables from Foundational Work
© 2010 Standard Insurance Company
CRM Implementation Phase I
Deliverables
© 2010 Standard Insurance Company
CRM Implementation Phase II
Deliverables
© 2010 Standard Insurance Company
Motivations: Selection
© 2010 Standard Insurance Company
Motivations: Technical Architecture
Principles
© 2010 Standard Insurance Company
TOGAF Data Dissemination Diagram
© 2010 Standard Insurance Company
Integration Patterns Using a Cloud Adapter
© 2010 Standard Insurance Company
Strategic Technical Architecture
17 July 19, 2013
© 2010 Standard Insurance Company
• Cloud vendors and implementation partners are familiar with
cloud services, but intern...
© 2010 Standard Insurance Company
• The Standard
• www.standard.com
• Enterprise Integration Patterns
• http://www.eaipatt...
© 2010 Standard Insurance Company
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Cloud-Based CRM with On-Premises Integration at a Diversified Financial Services Company

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Last year, The Standard, a diversified financial service company, delivered two phases of its enterprise CRM solution for its Employee Benefits Sales and Retirement Plans Service functions. However, many of the data sources and applications necessary for a complete solution remained on-premises, presenting significant application integration challenges. To develop and gain approval for the solution architecture, the project architects combined an internal architecture development method based on elements of the Eclipse Process Framework with the ArchiMate® language and a powerful viewpoint from the TOGAF® Architecture Content Framework. This presentation gives an overview of the solution architecture and the architecture development process, with a focus on application integration. It explores how IT organizations can provide business value by integrating cloud-based CRM with established line-of-business applications. This presentation illustrates how the ArchiMate language can be used to model business, application, technology and information architectures, and how it empowers architects, enhances communication between diverse stakeholders, and complements existing architecture methods.
Key takeaways:
1. Typical enterprise CRM architecture problems and solutions for financial services companies
2. Techniques for integrating cloud and on-premises applications
3. How the ArchiMate language is used to develop and communicate complex solution architectures

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Transcript of "Cloud-Based CRM with On-Premises Integration at a Diversified Financial Services Company"

  1. 1. © 2010 Standard Insurance Company Cloud-Based CRM with On-Premises Integration At a Diversified Financial Services Company Iver Band The Open Group Conference, Philadelphia, Pennsylvania July 16, 2013
  2. 2. © 2010 Standard Insurance Company • Financial services company • Founded in 1906 • Our purpose: We help people achieve financial well-being and peace of mind. • Expertise: • Group Life & Disability Insurance • Individual Disability Insurance • Retirement Plans • Individual Annuities • Commercial Mortgages • Investment advice • Headquarters in Portland, Oregon • 3,100 Employees 2 The Standard July 19, 2013
  3. 3. © 2010 Standard Insurance Company • Enterprise Architect based in Portland, Oregon • Infrastructure, application and business architecture • Architecture methods and governance • Previously at HP • Security and infrastructure architecture • Security research • IT and R&D management • Middleware product development • Mainframe systems programming • Before that • Mainframe and midrange application development Speaker Profile: Iver Band 3 July 19, 2013 • Vice Chair, Open Group ArchiMate Forum • TOGAF 9 Certified • ArchiMate 2 Certified – Co-developer of exams • White paper lead author and contributor • CISSP, CIP
  4. 4. © 2010 Standard Insurance Company • Corporate Enterprise Architecture • Motivations: Why Cloud-Based CRM? • Selection and Implementation Approach • Integration Patterns • Data Dissemination Diagram • Strategic Technical Architecture • Lessons Learned Agenda 4 July 19, 2013
  5. 5. © 2010 Standard Insurance Company5 Areas of Focus for this Presentation
  6. 6. © 2010 Standard Insurance Company Motivations: Business Drivers
  7. 7. © 2010 Standard Insurance Company Motivations: Business Assessments
  8. 8. © 2010 Standard Insurance Company Motivations: IT Goals and Requirements
  9. 9. © 2010 Standard Insurance Company Selection and Implementation: Overall Approach
  10. 10. © 2010 Standard Insurance Company Strategic Technical Architecture Deliverables from Foundational Work
  11. 11. © 2010 Standard Insurance Company CRM Implementation Phase I Deliverables
  12. 12. © 2010 Standard Insurance Company CRM Implementation Phase II Deliverables
  13. 13. © 2010 Standard Insurance Company Motivations: Selection
  14. 14. © 2010 Standard Insurance Company Motivations: Technical Architecture Principles
  15. 15. © 2010 Standard Insurance Company TOGAF Data Dissemination Diagram
  16. 16. © 2010 Standard Insurance Company Integration Patterns Using a Cloud Adapter
  17. 17. © 2010 Standard Insurance Company Strategic Technical Architecture 17 July 19, 2013
  18. 18. © 2010 Standard Insurance Company • Cloud vendors and implementation partners are familiar with cloud services, but internal expertise and leadership is necessary for successful integration and adoption. • Governance, organization design, and collaboration are critical. • Clear technical standards are important, especially when implementation partners interact with both IT and its business partners. • Following best practices pays off with • Enhanced collaboration among all stakeholders • Greater agility in responding to business needs • Faster time-to-benefit Lessons Learned 18 July 19, 2013
  19. 19. © 2010 Standard Insurance Company • The Standard • www.standard.com • Enterprise Integration Patterns • http://www.eaipatterns.com/ • TOGAF 9.1 • http://pubs.opengroup.org/architecture/togaf9-doc/arch/ • ArchiMate 2.0 • http://theopengroup.org/archimate/downloads.htm • Enterprise Architecture as Strategy • http://www.architectureasstrategy.com/book/eas/about.htm • Related Presentations: • http://slideshare.net/iverband • Contact: • iver.band@standard.com References 19 July 19, 2013
  20. 20. © 2010 Standard Insurance Company
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