Join us to learn how IT can be the hero and help accelerate HR transformations. Learn how to create a seamless experience for employees on the front end, all completely integrated with your core HR systems on the back end. Join us to hear from Morgan Stanley on how they're building and deploying apps to better service, engage, and retain employees. Speakers: Brian Kelly, Morgan Stanley's Executive Director of HR IT and Ashvin Parmar, Capgemini's Business Information Management Principal

1. Agile and Cost Effective Employee
Engagement Solutions
Cloud Adoption While Ensuring Security & Consistent User Experience
​ Ashvin Parmar
​ Principal, Capgemini
​ Ashvin.Parmar@Capgemini.com
​ Brian Kelly
​ Executive Director, Morgan Stanley
​ Brian.R.Kelly@MorganStanley.com

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Safe Harbor

3. Session Overview
Learn how
• IT can be the hero and help accelerate HR transformation
• To create a seamless experience for employees
• Integrate employee front end with corporate functions systems on back end
• To leverage strategies and best practices to build and deploy cost effective and agile
applications
Speakers
• Brian Kelly, Executive Director HR & CS IT, Morgan Stanley
• Ashvin Parmar, Principal of Insights and Data, Capgemini

4. Brian Kelly
Executive Director,
Global Head of Corporate Services & HR
Technology, PaaS Center of Excellence

5. About Brian
Executive Director Morgan Stanley
Global Head of Corporate Services & HR Technology, PaaS Center of
Excellence
Previously with Bank of America Merrill Lynch
Manages team of 60+ technologists across 5 different countries
Salesforce Center of Excellence includes 3 onshore & 6 offshore resources

6. • Established in 1935
• HQ Midtown Manhattan, New York City
• 40+ countries, 1300+ locations, Over 55K employees
• Global Financial Services firm offering products and services
across 3 business segments: Institutional Securities, Global
Wealth Management, and Asset Management
• 2014 Net Revenues of $34.3 Billion
• 2014 Investment Banking Ranked #1 in Global IPOs, and
#2 in Global Announced M&A
Source: Morgan Stanley Q4 2014 earnings release

7. Focus is the Business but Our DNA is IT
• Enable business through technology
innovation
• Commitment to cutting edge of app dev
trends, while remaining keen on data security
and risk controls
• Solutions must be cost effective with ROI
supported business cases
• Focused Time-to-Market: Decrease developer
hours spent in all phases of application
development from design to deploy
• Lower TCO: Reduction of hardware, software,
and supporting infrastructure

8. Ashvin Parmar
Principal, Global Head of Data Security, Insights
& Data,
Capgemini Financial Services

9. About Ashvin
Principal, Capgemini Financial Services
Global Head of Data Security
Previous Citigroup
Manages team of 200+ technologists across 2 countries
Engagement Manager and Strategist for Morgan Stanley’s Cloud Enablement
in HR and CS areas

10. Capgemini is a “top tier” Global Strategic Partner
Implementation Methodology
Capgemini’s CapGEM methodology for
Salesforce solutions helps drive adoption
via early business testing, and rapid,
iterative rollouts
Scope Of Services
Capgemini provides end-to-end
solutions from strategy and design, to
solution development and
implementation
COE’s
Capgemini serves clients globally from
our Centres of Excellence through our
Rightshore® Model
Rich
Bouquet
of
Services
SALESFORCE.COM
CRM
ADVISORY
SALESFORCE.COM
IMPLEMENTATION
INTEGRATION
&
MIGRATION
SERVICES
FORCE.COM
&
VMFORCE
APPLICATION
FACTORY
APPLICATION
MANAGEMENT
&
MANAGED
SERVICES
Solution
Validation
Solution
Development & Testing
Solution
Deployment
Rapid Development
SprintsRapid Solution Validation
Rapid Solution
Workshops
Draft Process Flow Diagrams
(Optional)
OUTPUTINPUT
Enhancement
Opportunities
Future State Processes
Finalized Requirement
Matrix
OOTB Functionality Matrix
Rapid Solution
WorkshopsRapid Solution
WorkshopsRapid Solution
Workshops
Future State Requirements Workshops
UAT
E2E
ALL
Pilot
Early
Business
Testing
Rapid
Rollouts
1 2
Project Timeline Weeks 1 to n…..
Iteration 1
Solution
Definition,
Design
&
Development
Solution
Testing
User
Experience
Program
Management
SIT
UAT
Deployment
Solution Architecture / Release Management
Project Setup
Discovery
User Experience Testing
Planning
Go Live
Warranty
Planning
Inputs to Design
Iteration 2
Iteration 3
Iteration …
Iteration n
Change
Mgmt Organizational Change Management to Drive Adoption
Iteration
specific
UAT
Project Management – Scope / Progress / Risk / Issues / Knowledge Transfer
1000+
Salesforce practitioners world-
wide, including:
900+
Certified Consultants across Sales
Cloud, Service Cloud & Developer
areas. Many practitioners are
certified in more than 1 application.
300+
Business Analysts, Integration
Developers, Testers, Data
Specialists & Reporting Analysts
50+
OCM & Training Specialists
30+
Large Engagement Managers
Approved Plans to add another
800+
practitioners in 2015 through
recruitment and internal training/
certification initiatives
France
India
US
§ Associated with Salesforce since 2007
§ Global Strategic Partner Status and Privileges
§ Strong collaboration across Leadership, Sales, Project Delivery and Product Management
§ Launched 3 Fullforce Solutions around Retail, Insurance and Manufacturing
§ Chosen to participate in the “Invite Only” Service Cloud Seat at the Table program and Platform
Ignite Programs
§ Partner Award for Innovation in Marketing” – Dreamforce 2012
§ “Industry Innovation Award” for our Retail “Fullforce” Offering – May 2014
​ Deep implementation expertise with platform

11. Opportunity
Develop Integrated Employee Engagement Solutions

12. Evaluate and adopt optimal cloud strategy to harness benefits of cloud computing
Managing concerns around data privacy and security
- Evaluate cloud for infrastructure and business solutions
- Leverage optimal mix of cloud technologies to provide business value
- Examine business processes that can be migrated to cloud based on technical and business
considerations
- Ensure full compliance with Morgan Stanley security standards
- Lead Firm-wide implementation of new security standards for Cloud adoption
Morgan Stanley’s Employee Engagement Objectives

13. Our Solution & Approach
Shared Services based Delivery Model

14. 0
10
20
30
Year 1 Year 2
Driving Toward:
30 Apps In 2 Years
HR
Apps
Center Of
Excellence
(COE)
SalesforceCompliance
Exec
Sponsors
Other
Vendors
Info Sec Legal
Speed is the New Currency for IT
Our Solution: Center of Excellence Drives App Building Velocity

15. Why We Decided on Salesforce
We have a strategic partnership with Salesforce
Availability of skill set in the marketplace
Cost avoidance of infrastructure and maintenance
Good hybrid between buy vs. build
Mobile-first strategy

16. COE Operating Model
Cloud Fitment, Development & Support

17. Our App Intake Process
Application Inventory BUY – SELL – HOLD
PaaS
Criteria
ROI
New Application
“GREENFIELD”
“BROWNFIELD”
Client
Buy-In

18. Capgemini Cloud Assessment (CCA) Framework
7Copyright © Capgemini 2013. All Rights Reserved
inCloud | August, 2013
Capgemini inCloud Assessment Process and Flow of
Information
8Copyright © Capgemini 2013. All Rights Reserved
inCloud | August, 2013
In approximately six to eight weeks, Capgemini inCloud provides you with three simple, yet powerful deliverables:
Recommend
End State Architecture
• Identifies action for each application
being analyzed
• Includes a list of initiatives to
• improve technical and functional quality
• reduce support costs
• eliminate redundancies
• mitigate potential risks.
Justify Deploy
Business Case
• Demonstrates business and financial
value of portfolio transformation.
• Justifies the value of the
rationalization design
• Empowers key stakeholders to
progress to next steps
Deployment Roadmap
• Charts the journey from the ‘As-is’ to the
‘To-be’ state.
• Includes design results, schedules and
execution priority details.
Capgemini inCloud Deliverables
§ Built leveraging Capgemini’s “industrialized” WARP approach and methodology
§ Answers the question of “which apps to move to the cloud”
§ Builds a business case that shows ~25-40% TCO drop after moving to cloud
§ “Cloud Agnostic approach” built for leading cloud platforms like Force.com, AWS, Google & others
Structured Process With Well defined Deliverables
What is CCA?

19. CCA Process and Flow of Information
3. Proof-of-Concept Planning
2. Migration
Pattern
Assessment
1. Cloud Suitability
Assessment
Cloud or Not
Cloud Options
IaaS
PaaS
SaaS
Private or Public
Applications
i. Initially determine if an app is
suitable for cloud
ii. If “cloud suitable”, determine
what cloud options may be viable
(e.g. IaaS, PaaS, SaaS)
Multiple options may apply
iii. Also determine public or private
cloud
Migration
Pattern
Retire/
Consolidate
Migrate
Re-host
Re-platform
Remediate
Re-write
i. Identify apps that can be
retired and/or consolidated
ii. Determine appropriate
migration pattern
iii. Estimate rough level of
migration effort

20. Delivery Model Aligned With Functional & Technical
Requirements
Force.com implementations can vary
in technical and functional complexity.
1. Technical complexity
Represents extent of
customization, and intricacy of
integration.
2. Functional Complexity
Represents spread of application in
terms of number of users, business
units, territories, roles or multi-
countries rollouts.
We execute quick proto-types and
agile application development to
expedite time-to-market, and jointly
drive solutions development with the
business.
From Rapid to Enterprise
Technical Complexity (Customization)
FunctionalComplexity(Spread)
Mainly Config.
Low on Customization
Highly customized and
heavily integrated with
an enterprise architecture
Simple Workflows
Minimal Integration
Less Sensitive Data
Multi-regional Functionality
Complex Integrations
Highly sensitive Data
Configuration
Configuration
and Integration
Configuration,
Integration,
Customizations,
Rollouts
Rapid
Implementation
(2- 4 weeks)
Standard
Implementation
(2 - 3 months)
Enterprise
Implementation
( 6- 10 months)

21. 3-phase Agile Force.com Project Implementation
Methodology
Focus
Activities User
Training
Operational
Handover
Create
Reports and
Dashboards
Design
Product
Backlog
Define
Architecture
Design
Integration
Design Data
Security
Sprint
Plans and
Estimations
Setup
Tools and
Environment
Configure
and
Customize
Processes
Clean,
De-Dup,
Migrate Data
Build
interfaces
and
Integrations
Functional
and
Integration
Test
Initial Solution Vision Priortised Deliverables Ready for
Acceptance
Operational
Release
§ Rollout
§ Application
Management
Ready for QA
Analysis and Design Configure and Customize
Validate and
Deploy
101010
1010jjkj
k0101
§ User Feedback
§ Interim User Acceptance
Phases
Requirements & Analysis
1
Development Closure
2 3
Tools § Pilots
§ Integration Playbook
§ Data Migration Playbook
§ Development Tool kit
§ Reusable common components
Project
Roles
Final User
Acceptance
Production
Release
Deploy
Package
Create
Training
Guides
End to End
Test
Detail
Business
Processes
Design
Reports
§ Product Owner, Process Owners(s),IT Owner(s)
§ Architects, Force.com Developers, Testers

22. Redesign of election website for Bonus and Salary Waivers
App Example: My Elections

23. Key Enablers
Collaborative Program Management with Business & Technology

24. 3 Keys to Building & Deploying Successful Engagement Apps
1
2
3
Executive sponsorship
Watertight governance
Uncompromised security across every
employee

25. ROI: Is PaaS providing something that is better,
faster, & cheaper
Quick prototyping: Quickly evidence success
through agile development methodology.
App intake process: What existing applications
are good candidates for the platform?
Tip #1 Executive Sponsorship is Critical to Success

26. Tip #2: Governance
Establishes routines across all key
stakeholders
Allows central monitoring of ROI, project
health, and overall program health
Creates a forum to raise awareness around
risk & issues
3
2
1

27. Full Compliance with Firm’s Security Controls & Processes
Tip #3: Setting up Security on the Platform Continued
Data Security
Authentication
Authorization
Audit
Risk category Risk description
Data Security in a multi-tenancy
environment.
Risk mitigation
Data Encryption based on Information
Security and Business Unit guidelines.
Strong authentication solution compliant
with Firm’s blueprints.
Authentication using Firm’s SSO standards.
Integrated entitlements with proper control
and oversight.
Programmatically provision user accounts,
and integration with Firm’s central entitlement
engine.
Logs of security-relevant events and
communications not subject to Firm audit
or response.
Feed SFDC logs into Firm-standard reporting
and response mechanisms.

28. Tip #3: Setting up Security on the Platform
• The overall security facility provides perimeters for
each level of access.
• The outermost perimeter provides the ability to access
the Force.com platform with the inner most perimeter
providing the ability to access sensitive data.
• Profiles, IP addresses and permission sets provide the
capabilities to implement this approach on the
force.com platform.
User
Security
Network
Level
Security
Application
Profiles
Object
Level
Security
Sensitive
Data
User /
Password
Permissions
Permission
Set with
Object
Access
Profiles with
Application
Access
MS IP
Address
Level
Access
Permission
Set with
Field Level
Access

29. How we architected platform security
Tip #3: Setting up Security on the Platform Continued
Encrypted Data
Decrypted Data
Legacy Data
PowerCenter
Employees

30. Q&A

31. Thank you