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AZURE
Platform as a Strategy
@asoursos
@nianton
Strategy is not a discrete event
followed by implementation.
Strategy is a process that works
24×7 in a company.
-- Clayton Christensen
How strategy works
by Clayton Christensen
“If you want to know
what a company's
strategy is, don't listen
to what they say,
watch what they do.”
--Andy GrovePROFIT
FORMULA
RESOURCE
ALLOCATIO
N
DELIBERATE
STRATEGY
EMERGENT
STRATEGY
STRATEGIC
ACTIONS,
PRODUCTS,
SERVICES
ACTUAL
STRATEGY
Improved understanding of
what works and what doesn’t
Unanticipated opportunities
which arise from problems and
successes
SimonWardley Strategic Play
SunTzu + John Boyd (OODA Loop)
Value chain
User Need: Host a website “A value chain is a set of activities that a
firm operating in a specific industry
performs in order to deliver a valuable
product or service for the market.”
-- Michael Porter
HostWebsite
Server
Cloud Computing
Data Center
Evolution
IT doesn’t matter, by Nicholas Carr
Wardley Maps
Value Chain + Evolution
LETS BUILD A
COMPANY
EASYTRADE
Help Investors to buy research analysis and trade
Purpose
■ We’re creating a better form of research analysis and trade
■ We connect directly investors with analysts
■ We empower investors reaching a big pool of research
■ We empower analysts to directly sale their research
Business Model Canvas
- INVESTOR
- RESEARCH
ANALYST
- STAKEHOLDERS
External:
- Regulators
- Tax Office
INVESTOR
- Pick and choose
feeds to see all the
research you want
and nothing else
- Real-time
recommendations
- Automatic trading
based on rules
- MIFID II Compliant
ANALYST
- Reach a pool of
investors for free
- Paid per view/use
of your analysis
- Investors List
- Research
Analysts List
- Analysis
- Trading
- Recommendatio
n Engine
- Financial
Institution
- Fraud Detection
Service
- Payment
Gateway
- Consulting Firm
(Regulation/Comp
liance MIFID II)
- Regulation andCompliance
- Product Development
- Hosting/DataCenter
- Other costs
- Investor pays analysis reports per view/use
- Investor pays commission per trade
- Investor pays recommendation analysis
GET
Ads, Partnerships,
Communities,
FinTech Events
KEEP
Customer Service
GROW
Referral Program
- Website
Approach
Value is NOT validated
■ Cross functional team
■ Agile Methodology
■ Lean Startup (Build/Measure/Learn)
■ Value design proposition based on Jobs-
to-be-done (JTBD)
■ Test features for value
■ Close communication with customers
■ Experimenting – Bets
■ MinimumViable Product (Story Mapping)
Value Chain
Investor
Trade
Find best
analysis
Web App
Technology
Stack
Data
Web Service
Analyst
Manage Analysis
Portfolio
Place my
analysis
Web App
Technology
Stack
Data
Web Service
Wardley Map
EasyTrade as a Custom Build
For each component ask:
- How ubiquitous and well
defined is the
component?
- Do all my competitors
use such a component?
- Is the component
available as a product or
a utility service?
- Is this something new?
Azure
How can I help you?
■ Help me setup a development and test environment as soon as possible
– Infrastructure-as-a-Service and Platform-as-a-Service offerings
■ Help me setup my experiments and (in)validate my hypothesis easily – A/BTesting,Opt-in,Opt-out
– Application Insights: Metrics
■ Help me move fast to the market with quality
– Visual StudioTeam Services:Continuous Delivery Pipeline
■ I need a robust and high availability billing system
– Sql Azure
■ I need a low-latency, scalable and flexible storage for my analysis documents
– Cosmos Db
■ Help me authenticate and authorize my users with security best practices
■ I am obliged to be compliant for my users’ personal data (EU directive, 2018)
– Active Directory B2C
■ Help me with customer service
– “Hire” a CRM offering that fit your needs in Marketplace (Dynamics 365, Salesforce)
■ I need a cost effective storage for my file storage and user preferences
– Azure Storage (Blob /Table)
DEMO
App Service, Application Insights, Continuous Delivery
WE ARE USEFUL!
Congratulations, now it’s the time to build a product.
Approach
Value is validated.
■ Focus shifts from inventing to improving
■ Prioritize with an Economic Framework
(Cost of delay, CycleTime)
■ Lean/TheoryOf Constraints (TOC) Methodology
■ Continuous Delivery
■ Trunk-based Development
Branch By Abstraction, FeatureToggle, Ready to release
How we prioritize
Coin Game – Small Batches
YouTube
Azure
How can I help you?
■ Help me have orchestrate a decoupled architecture (DDD / Microservices) that is
component-based
– Azure Functions, Service Fabric, Container Service
■ I need scalability for my components to handle future growth, my peak loads
– Scale-up or Scale-out (preferably) on demand
– Automate resource allocation to minimize cost during low usage, maximize
capacity and performance when required
■ I need to move fast to similar or emerging markets
– Cosmos DB (available in 34+ regions) with data-replication
■ I want to be language/technology independent, so I can have a broad talent pool
– Most open source platforms supported as Infrastructure as Service
– Keep components using different technologies working together in a coherent
ecosystem
DEMO
App Service, Cosmos Db, Scaling
WE ARE SUCCESSFUL!
Congratulations, now it’s time to find something new.
Any strategy is (at best) only
temporarily correct.
Skate to where the money will be.
-- Clayton Christensen
We have to move
■ Success breeds inertia
■ Inertia increases the more successful the past model is
■ Inertia can kill an organization
■ We want to find new ways of attracting new markets with new products or services
■ Competition evolves too
■ We should adapt and not stand still (Red queen effect)
Climate
Doctrine
Wardley Map
Apply Climate and Doctrine Patterns
Azure: How can I help you?
■ I need to make my API public and consumable in various modes, so I can accelerate my
growth
– Azure API Management
■ I need to support as an experiment transactions using BlockChain
– Blockchain as a Service (Baas)
■ I have to transform my recommendation engine to be intelligent
– Use various offerings of Cognitive Services as a base for my custom built Machine
Learning model
– Expose my ML model as an easy to consume API
Approach
Value is determined
■ Focus shifts to volume operations
■ What counts is volume and stability
■ Six Sigma
■ Data-driven
■ Reduce deviations
■ Enable high-order systems to build upon
Takeways
■ Cloud computing is the new utility, the way of doing business
■ IT isn’t a cost department, but an innovation department
■ Focus on user needs - JTBD
■ Create theValue Chain
■ Build a Map
■ Think – Where and Why to attack
■ Methods – Examine different approaches with different maps
■ No one size fits all
■ Deliver frequently and get feedback
References
■ Clayton M. Christensen, Michael E Raynor – Innovator Dilemma, Innovator Solution
■ Alexander Osterwalder, Yves Pigneur - Value Proposition Design, Business Model Generation
■ Antony Ulwick – What customers want, Jobs to be done
■ Simon Wardley – Wardley Maps
■ Eliyahu M. Goldratt - The Goal: A Process of Ongoing Improvement
■ Donald Reinertsen – Managing the Design Factory, Product Development Flow
■ Mary Poppendieck, Tom Poppendieck - Lean Software Development, Leading Lean Software Development
■ Joshua Arnold, Ozlem Yuce - Black Swan Farming Using Cost of Delay (IEEE), http://blackswanfarming.com
■ Eric Ries - Lean Startup
■ Marty Cagan - Inspired: How to Create Products Customers Love
■ Jeff Patton - Story Mapping
■ Gojko Adjic - Specification By Example
■ Jez Humble, David Farley – Continuous Delivery, Lean Enterprise
■ Eric Evans – Domain Driven Design
■ Alistair Cockburn – Hexagon Architecture
■ Test in production - Online Experimentation at Microsoft
■ Code - https://github.com/asoursos/azure-strategy
ThankYou!

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Azure Platform Strategy for Building and Scaling a Recommendation Engine

  • 1. AZURE Platform as a Strategy @asoursos @nianton
  • 2. Strategy is not a discrete event followed by implementation. Strategy is a process that works 24×7 in a company. -- Clayton Christensen
  • 3. How strategy works by Clayton Christensen “If you want to know what a company's strategy is, don't listen to what they say, watch what they do.” --Andy GrovePROFIT FORMULA RESOURCE ALLOCATIO N DELIBERATE STRATEGY EMERGENT STRATEGY STRATEGIC ACTIONS, PRODUCTS, SERVICES ACTUAL STRATEGY Improved understanding of what works and what doesn’t Unanticipated opportunities which arise from problems and successes
  • 4. SimonWardley Strategic Play SunTzu + John Boyd (OODA Loop)
  • 5. Value chain User Need: Host a website “A value chain is a set of activities that a firm operating in a specific industry performs in order to deliver a valuable product or service for the market.” -- Michael Porter HostWebsite Server Cloud Computing Data Center
  • 9. EASYTRADE Help Investors to buy research analysis and trade
  • 10. Purpose ■ We’re creating a better form of research analysis and trade ■ We connect directly investors with analysts ■ We empower investors reaching a big pool of research ■ We empower analysts to directly sale their research
  • 11. Business Model Canvas - INVESTOR - RESEARCH ANALYST - STAKEHOLDERS External: - Regulators - Tax Office INVESTOR - Pick and choose feeds to see all the research you want and nothing else - Real-time recommendations - Automatic trading based on rules - MIFID II Compliant ANALYST - Reach a pool of investors for free - Paid per view/use of your analysis - Investors List - Research Analysts List - Analysis - Trading - Recommendatio n Engine - Financial Institution - Fraud Detection Service - Payment Gateway - Consulting Firm (Regulation/Comp liance MIFID II) - Regulation andCompliance - Product Development - Hosting/DataCenter - Other costs - Investor pays analysis reports per view/use - Investor pays commission per trade - Investor pays recommendation analysis GET Ads, Partnerships, Communities, FinTech Events KEEP Customer Service GROW Referral Program - Website
  • 12. Approach Value is NOT validated ■ Cross functional team ■ Agile Methodology ■ Lean Startup (Build/Measure/Learn) ■ Value design proposition based on Jobs- to-be-done (JTBD) ■ Test features for value ■ Close communication with customers ■ Experimenting – Bets ■ MinimumViable Product (Story Mapping)
  • 13. Value Chain Investor Trade Find best analysis Web App Technology Stack Data Web Service Analyst Manage Analysis Portfolio Place my analysis Web App Technology Stack Data Web Service
  • 14. Wardley Map EasyTrade as a Custom Build For each component ask: - How ubiquitous and well defined is the component? - Do all my competitors use such a component? - Is the component available as a product or a utility service? - Is this something new?
  • 15. Azure How can I help you? ■ Help me setup a development and test environment as soon as possible – Infrastructure-as-a-Service and Platform-as-a-Service offerings ■ Help me setup my experiments and (in)validate my hypothesis easily – A/BTesting,Opt-in,Opt-out – Application Insights: Metrics ■ Help me move fast to the market with quality – Visual StudioTeam Services:Continuous Delivery Pipeline ■ I need a robust and high availability billing system – Sql Azure ■ I need a low-latency, scalable and flexible storage for my analysis documents – Cosmos Db ■ Help me authenticate and authorize my users with security best practices ■ I am obliged to be compliant for my users’ personal data (EU directive, 2018) – Active Directory B2C ■ Help me with customer service – “Hire” a CRM offering that fit your needs in Marketplace (Dynamics 365, Salesforce) ■ I need a cost effective storage for my file storage and user preferences – Azure Storage (Blob /Table)
  • 16. DEMO App Service, Application Insights, Continuous Delivery
  • 17. WE ARE USEFUL! Congratulations, now it’s the time to build a product.
  • 18. Approach Value is validated. ■ Focus shifts from inventing to improving ■ Prioritize with an Economic Framework (Cost of delay, CycleTime) ■ Lean/TheoryOf Constraints (TOC) Methodology ■ Continuous Delivery ■ Trunk-based Development Branch By Abstraction, FeatureToggle, Ready to release
  • 20. Coin Game – Small Batches YouTube
  • 21. Azure How can I help you? ■ Help me have orchestrate a decoupled architecture (DDD / Microservices) that is component-based – Azure Functions, Service Fabric, Container Service ■ I need scalability for my components to handle future growth, my peak loads – Scale-up or Scale-out (preferably) on demand – Automate resource allocation to minimize cost during low usage, maximize capacity and performance when required ■ I need to move fast to similar or emerging markets – Cosmos DB (available in 34+ regions) with data-replication ■ I want to be language/technology independent, so I can have a broad talent pool – Most open source platforms supported as Infrastructure as Service – Keep components using different technologies working together in a coherent ecosystem
  • 23. WE ARE SUCCESSFUL! Congratulations, now it’s time to find something new.
  • 24. Any strategy is (at best) only temporarily correct. Skate to where the money will be. -- Clayton Christensen
  • 25. We have to move ■ Success breeds inertia ■ Inertia increases the more successful the past model is ■ Inertia can kill an organization ■ We want to find new ways of attracting new markets with new products or services ■ Competition evolves too ■ We should adapt and not stand still (Red queen effect)
  • 28. Wardley Map Apply Climate and Doctrine Patterns
  • 29. Azure: How can I help you? ■ I need to make my API public and consumable in various modes, so I can accelerate my growth – Azure API Management ■ I need to support as an experiment transactions using BlockChain – Blockchain as a Service (Baas) ■ I have to transform my recommendation engine to be intelligent – Use various offerings of Cognitive Services as a base for my custom built Machine Learning model – Expose my ML model as an easy to consume API
  • 30. Approach Value is determined ■ Focus shifts to volume operations ■ What counts is volume and stability ■ Six Sigma ■ Data-driven ■ Reduce deviations ■ Enable high-order systems to build upon
  • 31. Takeways ■ Cloud computing is the new utility, the way of doing business ■ IT isn’t a cost department, but an innovation department ■ Focus on user needs - JTBD ■ Create theValue Chain ■ Build a Map ■ Think – Where and Why to attack ■ Methods – Examine different approaches with different maps ■ No one size fits all ■ Deliver frequently and get feedback
  • 32. References ■ Clayton M. Christensen, Michael E Raynor – Innovator Dilemma, Innovator Solution ■ Alexander Osterwalder, Yves Pigneur - Value Proposition Design, Business Model Generation ■ Antony Ulwick – What customers want, Jobs to be done ■ Simon Wardley – Wardley Maps ■ Eliyahu M. Goldratt - The Goal: A Process of Ongoing Improvement ■ Donald Reinertsen – Managing the Design Factory, Product Development Flow ■ Mary Poppendieck, Tom Poppendieck - Lean Software Development, Leading Lean Software Development ■ Joshua Arnold, Ozlem Yuce - Black Swan Farming Using Cost of Delay (IEEE), http://blackswanfarming.com ■ Eric Ries - Lean Startup ■ Marty Cagan - Inspired: How to Create Products Customers Love ■ Jeff Patton - Story Mapping ■ Gojko Adjic - Specification By Example ■ Jez Humble, David Farley – Continuous Delivery, Lean Enterprise ■ Eric Evans – Domain Driven Design ■ Alistair Cockburn – Hexagon Architecture ■ Test in production - Online Experimentation at Microsoft ■ Code - https://github.com/asoursos/azure-strategy