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Cloud con -financial-services---case-study-keynote-panel-slide

  1. 1. Virtualization & Private Cloud WelcomeCloudCon: Financial Services Executive Guide To Cloud & Virtualization for Financial Services Vance McCarthy - Program Director Thursday, September, 22, 2011 Start Time: 10am PT / 1pm ET Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  2. 2. Virtualization & Private Cloud Today’s Agenda Featured Analyst • Judith Hurwitz - President and CEO of Hurwitz & Associates Keynote Case Study Panel• Executive Guide To Cloud & Virtualization for Financial Services Solo Presentations• Gordon Haff - Chief Evangelist• Snehal S. Antani - Private Cloud Strategy & Product Management• Patrick Harding - Chief Technology Officer• Chandar Pattabhiram - VP, Product & Channel Marketing, IBM Cast Iron Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  3. 3. Virtualization & Private Cloud What You’ll LearnLearn from Customer Successes• How financial services firms use cloud to improve operations,meet business KPIs and support innovation for customers.Technology Overviews• Tools and technologies to drive impactful business results fromcloud, virtualization and SaaS -- design, deploy, manageBest Practices and Get Started Templates• Proven steps financial services firms can follow to successfullyadopt cloud and virtualization Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  4. 4. Virtualization & Private Cloud Overview The State of the Financial Services CloudProven Ways To Succeed with Cloud, Virtualization, SaaS – And Avoid Risk 1. Top trends in cloud, virtualization adoption in the financial sector 2. Vendor checklists to ensure ROI -- without undue risk. 3. Federate on-premise security (SSO, identity, etc.) with cloud 4. When cloud can (and can’t) meet regulatory, compliance, governance 5. The best ways to use cloud to integrate with financial partners 6. How to use cloud / virtualization to meet exploding storage needs Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  5. 5. Virtualization & Private Cloud Today’s FormatFeatured Analyst (Judith Hurwitz; CEO, Hurwitz & Associates)• Review of enterprise cloud adoption; focus on sweet spots for privatecloud & virtualization. Presents a checklist for successful projects.Case Study Keynote Panel (All Hands)• Each speaker presents a customer Case Study on a cloud solution(problem, implementation, outcomes)Drill Down Solo Sessions (Vendor Experts)• Each expert presenter goes deeper into their solutions, technologiesand vision for financial services-ready cloud Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  6. 6. Virtualization & Private Cloud Panel Speaker: Gordon Haff Gordon Haff Cloud Evangelist, Red Hat • Develops strategy, education for Red Hat’s cloud and virtualization products. • 20+ years IT experience, focusing on large- scale computing, data centers, cloud and virtualization • Expert speaker at leading IT events; Contributor to The New York Times and CNET.Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  7. 7. Virtualization & Private CloudPanel Speaker: Snehal S. Antani Snehal S. Antani Private Cloud Strategy & Product Management • Helps drive IBM’s private cloud strategy across WebSphere, Tivoli and Rational. • Former Senior Product Manager for WebSpheres cloud and virtualization portfolio • Senior managing consultant, technical lead for grid. cloud, HPC and middleware.Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  8. 8. Virtualization & Private CloudPanel Speaker: Patrick Harding Patrick Harding Chief Technology Officer • Responsible for Ping’s identity technologies strategy for on-premise and cloud • 20+ years in software development, networking infrastructure and information security • Served as VP and security architect at Fidelity Investments, in change of security, identity strategies.Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  9. 9. Virtualization & Private CloudPanel Speaker: Chandar Pattabhiram Chandar Pattabhiram VP, Product & Channel Marketing, IBM Cast Iron • Drives go-to-market strategies for IBM WebSphere Cast Iron’s cloud integration platform and appliance offerings. • Supports Cast Iron’s growing list of partners (integration, cloud, MSP) • Brings background in SaaS and project management from his experience working for a leading consulting firm. Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  10. 10. Virtualization & Private Cloud For Best Viewing• Speaker slides are available for download Use Download Slides’ button on the right of the viewing area• Slides include URLs to many valuable Web Pages, White Papers, Demos, Downloads and Contacts• To ask speaker questions Type into Submit a Question box at right Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  11. 11. Virtualization & Private Cloud Today’s Agenda Featured Analyst • Judith Hurwitz - President and CEO of Hurwitz & Associates Keynote Case Study Panel• Executive Guide To Cloud & Virtualization for Financial Services Solo Presentations• Gordon Haff - Chief Evangelist• Snehal S. Antani - Private Cloud Strategy & Product Management• Patrick Harding - Chief Technology Officer• Chandar Pattabhiram - VP, Product & Channel Marketing Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  12. 12. Virtualization & Private Cloud Today’s Featured Analyst Judith S. Hurwitz President, CEO • Leading consulting & research on distributed computing since 2002. Focus today on cloud, virtualization and service management • Shares pragmatic, holistic look at enterprise cloud in her Cloud-Centric Weblog • Co-author of Cloud Computing for Dummies and Service Management for DummiesCopyright © 2011 Enterprise Integration News, Inc. All rights reserved
  13. 13. Trends in Using Cloud forFinancial Services Sector Judith Hurwitz President and CEO Hurwitz & Associates
  14. 14. Hurwitz & Associates Books on Key Topics
  15. 15. Essential Basics of Cloud & Virtualization
  16. 16. Delivery / Deployment Models in Financial Services  Delivery models are evolving  Public and Private clouds with highly virtualized environment  Traditional data centers  Outsourced services  Software as a Service  Infrastructure as a Service  Platform as a Service  Process as a Service  Hybrid clouds
  17. 17. Evaluating Clouds for Financial Sector Compliance and regulations will help dictate decisions Public clouds wells-suited to highly scalable, lower risk, predictable workloads Allow firms to experiment with new business and delivery models (partners and customers) with less risk. Support highly-specialized workloads (CRM for leads; on- premise for customers, etc.)
  18. 18. Financial Sector Adoption Trends . Repetitive simple workloads (email, storage and compute services) can be moved to a cloud environment Software as a Service applications are well suited to run and manage targeted applications (CRM, HR, team collaboration, etc.) Private cloud environments allow financial firms to easily provide services and automate provisioning of resources to support secure internal requirements
  19. 19. Clouds To Support Customer Experience The focus must be on the customer experience Provide the customer predictable, safe, and consistent experience (payment services, supply chain, mobile etc.) Hybrid allows financial IT to mix private and public cloud services to deliver high-quality customer service
  20. 20. Strategies and Planning for Financial Sector Clouds  All cloud delivery models must be managed as though it were a single homogeneous environment.  All cloud delivery models must abstract any complexities away from the customer  All cloud delivery models should provide a single service level agreement based on business requirements  All cloud delivery models need a consistent method of monitoring, measuring, and governing – especially for hybrid environments
  21. 21. Service Management Delivers Successful CloudsBecause security, predictability and compliancerequirements are so high in financial services, you should…  Look at all IT resources as part of your IT environment including data center, outsourced services, SaaS applications, private and public cloud services.  Include those services that touch employees, customers, partners and suppliers  Manage all of these as though they are a cohesive environment  Develop a strategy that is based on the Service Level Agreement required from your business leaders
  22. 22. Next Steps for Successful Financial Services Clouds  Do you have a service management strategy across your data center, public cloud services, and private cloud?  What type of SLA does your provider offer? Read the fine print  What is your governance model?  What type of quality of service do your customers, suppliers, and customers expect and demand?
  23. 23. Virtualization & Private Cloud For More InformationCloud Computing Resource Centerhttp://www.hurwitz.com/index.php/resource-center/cloud-computingCloud Computing for Dummieshttp://www.hurwitz.com/index.php/for-dummies/cloud-computing-for-dummiesService Management for Dummieshttp://www.hurwitz.com/index.php/for-dummies/service-management-for-dummies www. hurwitz.com Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  24. 24. Virtualization & Private Cloud Today’s Agenda Featured Analyst • Judith Hurwitz - President and CEO of Hurwitz & Associates Keynote Case Study Panel• Executive Guide To Cloud & Virtualization for Financial Services Solo Presentations• Gordon Haff - Chief Evangelist• Snehal S. Antani - Private Cloud Strategy & Product Management• Patrick Harding - Chief Technology Officer• Chandar Pattabhiram - VP, Product & Channel Marketing Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  25. 25. Virtualization & Private Cloud Panel Speaker: Gordon Haff Gordon Haff Cloud Evangelist, Red HatCopyright © 2011 Enterprise Integration News, Inc. All rights reserved
  26. 26. Case Study of Large Banking Firm: Why Cloud? Gordon Haff Cloud Evangelist, Red Hat26
  27. 27. Case Study of a Large Banking Firm: Why Cloud? Reduce cost and increase efficiencies:  Reduce overal costs/ balance CAPEX and OPEX  Increase efficiency and flexibility  Reduce complexity, create lighter weight infrastructure Quickly adapt and respond to changing demands  Increase productivity, innovation and long term product development Reduce time to market, ensure competitive advantage  Drive performance  Speed development and reaction time Stakeholder/Executive Catalysts  Credit crisis drives push for efficiency gains, cost containment  Competitive concerns27
  28. 28. Challenges and Concerns – Real and Imagined  Change management  Security  Scalability  Integrating existing technology investments into the cloud  Regulatory adherence28
  29. 29. Beyond Virtualization with Automation29
  30. 30. Red Hat Enterprise Linux: The Operating System for the Cloud30
  31. 31. RED HAT NETWORK SATELLITEHighly scalable lifecycle Cloud highlights management of Red Hat Satellite APIs provide rich mechanism to Enterprise Linux systems integrate cloud content management processesKey benefits Satellite provides multi-tenant capabilities to divide and organize large groups of systems,Scale logically, locally and globally both physical and virtual with your IT infrastructure Satellite templates allow groups of systemsScheduled provisioning, installation to remain compliant, consistent and secure and update Satellite provides reports to track inventoryTemplatable, flexible provisioning and content compliance and configurationDeep and broad APIs to integrate with existing infrastructure management applications31
  32. 32. JBOSS OPERATIONS NETWORKIntegrated JBoss management Cloud highlights JON provides operational visibility andKey benefits control of JBoss middleware in the cloudApplication lifecycle management JON provides ability to deploy applications (current), application containers (soon)Availability and performance essential for building out JBoss deployments management in the cloudSingle integrated console to provide JON provides monitoring of applications in visibility for entire JBoss stack the cloudPositioned for use across dev, test, JON provides flexibility to extend JBoss management to 3rd party vendor products. infrastructure, and production teams and environmentsPositioned today to address both admin and ops use cases for application managers32
  33. 33. Use Case: Developer Self-Service33
  34. 34. Benefits  Reduced Costs, Increased IT Value:  “For years you couldn’t prove that IT can generate cost savings and potentially revenues for the business, but you can now. And that’s exciting.”  Required Security and Scalability:  “We already can demonstrate the required levels of security and the needed scalability on the cloud today.”  Increased Speed:  “We provisioned a server from bare metal to operational in five minutes. This got people really excited. Previously it could take six weeks... Developers want it. The business wants it. Everyone34 wants it.”
  35. 35. Virtualization & Private Cloud Questions & AnswersQ&ACopyright © 2011 Enterprise Integration News, Inc. All rights reserved
  36. 36. Virtualization & Private CloudPanel Speaker: Snehal S. Antani Snehal S. Antani Private Cloud Strategy & Product ManagementCopyright © 2011 Enterprise Integration News, Inc. All rights reserved
  37. 37. Customer Adoption ChallengesSnehal S. Antaniantani@us.ibm.comIBM Cloud Strategy & Product Managementhttp://snehalantani.googlepages.com
  38. 38. Smarter Computing: System z Analyst Summit Customer Adoption of Private Cloud38 © 2011 International Business Machines Corporation 38
  39. 39. Smarter Computing: System z Analyst SummitLenses of Cloud Application Developer / LOB Goal: Get applications into production faster • Rapid deployment of dev/test/production services • Leverage existing SaaS functions • Leverage turn-key solutions • Deliver differentiated, higher-value solutions Business Development Goal: Capture new business opportunities • Address new market segments with aaS delivery models IT Operations Goal: Efficient IT • Extract the most value from HW, SW, Labor • Virtualize, Standardize, Automate, Optimize • Improve QoS 39 •39 Leverage compute resources outside of the datacenter © 2011 International Business Machines Corporation
  40. 40. Smarter Computing: System z Analyst SummitIT Operations Pains •Takes too long to create application infrastructures – The average lead time to get a new application environment up and running is 4-6 weeks • Approvals, procurement, shipment, HW installation, license procurement, OS installation, application installation, configuration •Creating middleware infrastructures is a manual and error-prone process – 30% of bugs are introduced by inconsistent configurations • These bugs are often of the most difficult variety to detect • They often emerge when moving between dev/test, QA, production •Poorly utilized resources driving up hardware & labor costs – Because it’s so expensive to set up an environment, there is an incentive to hold onto them even when no longer needed “just in case.” – Future environments = new hardware, instead of recycling returned hardware, and this takes time and money 40 © 2011 International Business Machines Corporation 40 40
  41. 41. Smarter Computing: System z Analyst SummitIT Operations Pains (2) 1. Static Middleware Infrastructure • Doesn’t react well to spikes in demand • Resources are under-utilized • Not well-aligned with the business The infrastructure should manage provisioning application and middleware resources to achieve some stated business level objectives. 2. Fragile Middleware Infrastructure • System can’t detect that a failure will probably occur • Failures aren’t isolated, and impact more than it should The infrastructure should monitor and react to conditions that effect the “health” of the cluster-member JVM’s 41 © 2011 International Business Machines Corporation 41 41
  42. 42. Smarter Computing: System z Analyst SummitCustomer Approach from 10,000 ft Intelligent Management Tier Batch OLTP Workloads Workloads Analytics BPM Workloads Workloads1. Location of enterprise data dictates public/private cloud placement2. Establish infrastructure services via Virtualization, Standardization, & Automation3. Intelligent Workload Management tier to manage workloads - Provide cloud-wide chargeback, security, & SLA management - Dynamic infrastructure services with real-time WLM4. Extract more value from the infrastructure using the “right tool for the job” 42 42 42 © 2011 International Business Machines Corporation
  43. 43. Smarter Computing: System z Analyst SummitEstablishing Infrastructure Services – Reality Individual Shared Virtualized Deployment Consolidation & Hardware Applications App App Application Virtualization App App App Middleware MW MW MW MW MW OS OS OS OS OS Operating System Hardware Shared Hardware Shared Infrastructure Challenges Expected Benefits • Low HW utilization • Increased utilization of infrastructure • Heavily customized • Rapid deployment through standardization & automation infrastructure Actual Experiences • Ran out of memory, led to lower utilization than expected • Virtual Image proliferation: “create an image” is the answer to everything • Governance challenges managing multiple platform architectures (x86, P, Z) • Ran out of CPU due to inefficient processing Solution • Service Management: unified operations across all platforms • Image management: provide control & consistency of images • Application Virtualization: application elasticity & workload management 43 • Elastic caching: minimize application footprint © 2011 International Business Machines Corporation 43 • Workload Optimization: using the right tool for the job.
  44. 44. Smarter Computing: System z Analyst SummitAdopting the Solution Service Automation Management Image Management • Automated provisioning and de-provisioning • Build and deploy images from master patterns • Simplified access to computer, storage, and • Federate an image inventory across your environment networking resources • Templatize complex app patterns into images • Standardization and automation for faster dev, test, • Shift the management to master images vs instances pre-production, and production systems • Enable offline analytics and maintenance operations Application Virtualization Elastic Caching • Elastic application runtimes to meet demand • Minimize cache redundancy by using a global cache • Pro-active health management • Global cache is fault-tolerant & elastic • Continuous Application Availability • Balances JVM footprint with performance Workload Optimization • Extract the most value from the HW by using the right platform for the job 44 © 2011 International Business Machines Corporation 44
  45. 45. Virtualization & Private Cloud Questions & AnswersQ&ACopyright © 2011 Enterprise Integration News, Inc. All rights reserved
  46. 46. Virtualization & Private CloudPanel Speaker: Patrick Harding Patrick Harding CTOCopyright © 2011 Enterprise Integration News, Inc. All rights reserved
  47. 47. The Cloud Identity Security Leader
  48. 48. Fundamentals of Cloud Identity(actually you can take it with you!!)Patrick HardingChief Technology Officer@pingcto
  49. 49. Megatrends in IT© 2011 Ping Identity Corporation 49
  50. 50. What’s holding your Cloud business back? “75% of online shoppers may leave or not Customer Satisfaction use a site that requires registration” Do customers or partners login more than once? USA Today March 23, 2011 Productivity Do employees have five, ten, or twenty separate logins? Do your employees, partners, or customers have tablets or smartphones with applets and multiple passwords? Security Risks How long does it take to remove access to critical private and public cloud applications when an employee or partner leaves?X© 2011 Ping Identity Corporation
  51. 51. Why is it so hard to secure the Cloud? eBusinessEnterprise FirewallExisting AAA Portal Directory © 2011 Ping Identity Corporation
  52. 52. Secure the Cloud. Free your Business: A Case Study© 2011 Ping Identity Corporation 52
  53. 53. Cloud Identity - Best Practices1 • Separate identity from applications – centralize IT control of • identities and access Do not proliferate passwords – Integrate identity at the application layer not the presentation layer to lower maintenance and avoid user involvement2 • Adhere to secure and proven industry standards – leverage customer and cloud vendor adoption of trusted • Eliminate passwords – replace with tokens for workforce access approaches to Cloud and Mobile SSO to cloud • Leverage existing identity infrastructure – look for supported integrations and standards to avoid fragile, high3 • Adhere to standards – leverage secure and proven identity maintenance identity architecture • standards to maximize interoperability and scale Avoid multiple purpose-built identity silos – design for flexibility and scale with a single identity architecture supporting different use cases4 • Leverage existing identity infrastructure – look for support for integration between existing IdM infrastructure and federation mechanisms5 • Avoid purpose-built identity silos – look for a single identity architecture that supports all required use cases, e.g. workforce, mobile, consumer, etc © 2011 Ping Identity Corporation 53
  54. 54. Virtualization & Private Cloud Questions & AnswersQ&ACopyright © 2011 Enterprise Integration News, Inc. All rights reserved
  55. 55. Virtualization & Private CloudPanel Speaker: Chandar Pattabhiram Chandar Pattabhiram VP, Product & Channel Marketing, IBM Cast Iron Copyright © 2011 Enterprise Integration News, Inc. All rights reserved
  56. 56. Chandar Pattabhiram, VP of Product and Channel MarketingIBM Cast Iron (Chandar@us.ibm.com) Connecting the Cloud with WebSphere Cast Iron © 2010 IBM Corporation
  57. 57. 60 Second Primer on Cloud Cloud Applications = SaaS Applications Platforms Infrastructure © 2011 IBM Corporation
  58. 58. Cloud Application (SaaS) Use is Exploding 70% Notes on the Data  Obvious trends away from 60% on-premise solutions toward SaaS/Cloud solutions for new software through at least 50% On-premise, 68% 2014.  IT and business executives On-premise, 59% 40% expect their firms to prefer Cloud-based, 50% buying SaaS/Cloud-based On-premise, 50% Cloud-based, 41% solutions rather than 30% traditional on-premise Cloud-based, 32% solutions after 2014. 20% 10% 0% 2010 2012 2014 Source: Saugatuck Technology Inc., 2010 Cloud Business Solutions / SaaS Survey (March 2010), Global N=790 Saugatuck Insight: Spending on new software solutions will shift to SaaS (Cloud-based). While timeframes will vary by region and industry, the general global tipping point will be in 2014. On-premise software will not vanish at this point, but will become the minority in new software spending. © 2011 IBM Corporation 58
  59. 59. And It’s Created a Hybrid World Companies have both Cloud and On Premise Applications Public Clouds Private Clouds Packaged Home-grown Applications Applications 59 © 2011 IBM Corporation
  60. 60. Which Demands Integration Integration is Critical in a Hybrid World Public Clouds Private Clouds Packaged Home-grown Applications Applications60 © 2011 IBM Corporation
  61. 61. Why connect the cloud?Answer: Maximize productivity & investment Marketing Shipping Sales Hottest Leads Orders Invoices Finance © 2011 IBM Corporation
  62. 62. SaaS Buyers Feeling the Pain Of the following, please select your top concerns in deploying a Cloud Business Solution Data Security & Privacy concerns 44% Data and Transaction Integrity concerns 29% Integrating Cloud with legacy applications 23% Ability to customize solution 23% Ability of end users to adapt to new business processes 23% ROI of Cloud not yet verified 21% Availability of enterprise-level support and maintenance 20% Integrating Cloud with legacy data structures 19% Ensuring system performance meets or exceeds SLAs 19% Viability of Cloud Business Solutions vendors 17% Modifying existing IT management and sourcing practices 17% Integrating Cloud with other Cloud based solutions 11% 0% 10% 20% 30% 40% Source: Saugatuck Technology Inc. global Web survey 2010; n = 790; multiple responses allowed. © 2011 IBM Corporation
  63. 63. WebSphere Cast Iron Cloud Integration Connects Hybrid World of Cloud and On-Premise Applications In Days © 2011 IBM Corporation
  64. 64. Websphere Cast Iron Integration Connects Hybrid World of Cloud & On-Premise Applications In Days Cloud Applications Cloud Applications On-premise Applications Flexible Rapid Comprehensive Multi-tenant Reusable templates (TIPs) Webspere Cast Iron Live UI Mashups Virtual appliances (VMware) Process Integration Physical appliances (IBM) Data Migration © 2011 IBM Corporation
  65. 65. Dow JonesCase Study: Customer Master Synch
  66. 66. Case Study: Customer Master Synch World Wide leader in news and business informationBusiness Problems• Salesforce .com in the Cloud while Advertising Systems behind firewall Operative• Same Customer data in multiple systems• Changes to customer data needed to occur in multiple places PeopleSoft – Drain on productivity – Error-prone processes Contracts HubCompeting Technologies Mactiva• Custom code – Not scalable or cost effective Multiple On-Premise Apps – SFDC66
  67. 67. Case Study: Customer Master Synch Real-time integration in 30 daysSolution• Cast Iron Integration synched customer hub in SFDC with all other customer applications Mactiva Customer• Ability to use web-services plus FTP to our Hub Advertising Systems thru firewalls.• Verification of Customers done at SFDC PeopleSoft instead of each of the Advertising Systems• Ability to add end points with only configuration changes OperativeResults Dashboard• Real-time integration achieved in 30 days Contract Hub• One-Stop-Shopping for Sales• Immediate savings on credit checks Multiple On-Premise Apps – SFDC• Cast Iron used as a platform for future integration projects 67
  68. 68. Summary Connecting the Cloud = Maximizing your investment in the Cloud Both large and midsize financial institutions adopting Cloud Services today – Private and Public Clouds – Use integration to maximize user Cloud user productivity For more info on WebSphere Cast Iron Cloud Integration: http://www.ibm.com/castiron – See a live demo – Download white papers – See a recorded webinar – See customer case studies © 2011 IBM Corporation
  69. 69. Virtualization & Private Cloud Questions & AnswersQ&ACopyright © 2011 Enterprise Integration News, Inc. All rights reserved

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