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IRM Summit Europe 
Chuck Mortimore 
VP, Product Management 
Salesforce Identity 
@cmort
identity management
relationship 
^ 
identity management
how have we historically 
managed relationships?
An entity-relationship model is a systematic way of 
describing and defining a business process. The 
process is modeled as components (entities) that are 
linked with each other by relationships that express the 
dependencies and requirements between them
our relationships have been 
conceived and expressed as a data 
model
“I reserve the right, not to do 
business with you.” 
- The Customer
____________ 
_ 
Today’s customer is:
Today’s customer isF: ickle
Today’s customer isL: oyal
Today’s customer isC: onnected
Today’s customer isP: owerful
Expecting a relationship
____________ 
_ 
Customers expect:
Customers expectI:m mediacy
Customers expectH: onesty
Customers expectT: rust
Customers expectC: onversations
Customers expectI:n timacy
Customers expect: 
You to know 
them
we need to manage 
relationships, not just track them
our products must listen to the 
world around us, and respond 
with meaningful, targeted 
interactions
the winners in the market 
will know their customer
and deliver an experience 
that proves it
Authenticate 
driver 
passenger
Authenticate 
Broadcast location and offer 
driver 
passenger
Authenticate 
Authenticate 
Broadcast location and offer 
driver 
passenger
Authenticate 
Broadcast location and offer 
Broadcast location and offer 
Authenticate 
driver 
passenger
Authenticate 
Broadcast location and offer 
Broadcast location and offer 
Authenticate 
Assess location, reputation, & credit 
driver 
passenger
Authenticate 
Broadcast location and offer 
Broadcast location and offer 
Authenticate 
Assess location, reputation, & credit 
Relationship Formed 
driver 
passenger
Authenticate 
Broadcast location and offer 
Broadcast location and offer 
Authenticate 
Assess location, reputation, & credit 
Relationship Formed 
Assess Risk and Demand 
driver 
passenger
Authenticate 
Broadcast location and offer 
Broadcast location and offer 
Authenticate 
Assess location, reputation, & credit 
Relationship Formed 
Assess Risk and Demand 
Seamless Commerce 
driver 
passenger
Authenticate 
Broadcast location and offer 
Broadcast location and offer 
Authenticate 
Assess location, reputation, & credit 
Relationship Formed 
Assess Risk and Demand 
Seamless Commerce 
Relationship Ends 
driver 
passenger
Authenticate 
Broadcast location and offer 
Broadcast location and offer 
Authenticate 
Assess location, reputation, & credit 
Relationship Formed 
Assess Risk and Demand 
Seamless Commerce 
Relationship Ends 
Update Reputation Update Reputation 
driver 
passenger
the old model 
learned nothing about us 
or the relationship
…and it will die
identity defines 
the terms of the relationship
so how are systems evolving?
dn:cn=Barbara Jensen, ou=People, dc=company, dc=com 
objectclass:top 
objectclass:person 
objectclass:organizationalPerson 
cn:Barbara Jensen 
streetAddress: 118 Elsie St. 
l: San Francisco 
st: CA 
postalCode: 94110 
country: USA
{ 
"schemas": ["urn:scim:schemas:core:1.0"], 
"id": "2819c223-7f76-453a-919d-413861904646", 
"name": { 
"familyName": "Jensen", 
"givenName": "Barbara", 
}, 
"addresses": [ 
{ 
"type": "home", 
"streetAddress": ”118 Elsie", 
"locality": ”San Francisco", 
"region": "CA", 
"postalCode": ”94110", 
"country": "USA”, 
“primary”: true 
}, 
{ 
"type": "work", 
"streetAddress": ” 1 Market St”,
37.7427660,-122.4179400
singular & static
multi-valued & verifiable
high-fidelity & broadcast
…and changing over time
the physics of attributes 
is being redefined
…and the attribute sources 
are exploding
these are things we 
understand pretty well
but what about…?
data points from these 
interactions 
are fuel for our relationships
and every one is a first 
impression
…and that’s just the humans.
what about the minions?
25,000,000,000
50,000,000,000
ALO,TOF,000,000,00 
0’s
are we ready for this…?
they speak funny 
( MQTT, MQTT-SN, CoAP )
contextually constrained
authentication actually gets 
easier
but it’s the relationship that 
matters
each of these is an interaction 
with a customer
we must develop identity 
systems that understand both the 
individual datapoint…
and how each datapoint 
changes our relationships
behind every
behbinedh ienvde eryv edreyv ice 
is a customer
what now?
1) re-think your systems
identity, marketing, and big data 
systems are on a collision course
2) API enable everything
Explore how connecting your 
product transforms your business
3) Transform your organizations
did identity deliver the right 
access?
did identity deliver the right 
experience?
MINIONS AND THEIR MASTERMIND (or How Behind Every Device There’s a Customer)

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MINIONS AND THEIR MASTERMIND (or How Behind Every Device There’s a Customer)

Editor's Notes

  1. Who has access to what. as greg said, getting the right access to the right people at the right time
  2. Let’s inject one simple word All of a sudden, this is changes the basics of what we’re doing. This becomes how are we connected to people, and how does identity inform that connection. I want to talk about today: how Identity can help connect us to our customer businesses that do this successfully can be disruptive forces in their marketplace
  3. Our Identity Systems have traditionally thought in terms of hierarchy
  4. in Relationship Management systems we have traditionally thought “relationally”
  5. …this sounds pretty good. The word relationship is actually in there
  6. but that, in fact, is a red-herring
  7. Relationships need to be something more than a foreign key in a database
  8. We’ll be back in ten minutes Your call is important to us – we’ll be available in 8 minutes. Suggestion Boxes – is there a better manifestation of a 1 way conversation. It’s LOCKED! We reserve the right to refuse service to anyone. No shirt no shoes no service
  9. this is the new reality. Customers have an amazing amount of choice today and it is very easy to exercise that choice
  10. let’s look at today’s customer
  11. Your competitor is a click away
  12. but they will reward great service with loyalty
  13. We walk around with extremely powerful devices in our pocket. Power to connect us to not only networks, but to the people around us
  14. and that power can be directly applied to shape your brand. Both positively and negatively.
  15. a relationship on fairly equal terms
  16. call tree
  17. open honest exchange of information
  18. that honest needs to build trust
  19. they don’t want to be talked to, or at. The want a conversation
  20. expecting conversations them to be intimate
  21. I mean they they’re expecting you to know and understand their needs
  22. These interactions have to be informed by identity let’s see what this historically did to our customers
  23. The Mayday button. Customer services can introspect and collaborate A targeted response time of 15 seconds human face. And it’s built directly into the product. - no searching for 800 numbers - conversation in the product
  24. in this new age we must listen respond
  25. nest made thermostats something people want. wait – think about that. a thermostat that people want beyond aesthetics, this is a device that understands you and your behavior 3 Billion dollar exit.
  26. Tesla. a car startup? that sounds like a bad idea. Entrenched market - high barriers to entry industry you don’t know who is driving your car. No dealers. #1 luxury car
  27. the quitessential disruptor. if the business that can disrupt almost every market they enter is biometric identity into the middle of the key platform that enables that disruption. something is going on
  28. all of these companies build superior products key ingredient is really knowing the customer
  29. Taxi of tomorrow. This will remove 5 square acres of space But they’re focusing on the wrong part of the equation
  30. Let’s talk about Uber Generally paraphrased as “Taxi’s that don’t suck” But what they’ve really built is a general purpose brokering system For brokering relationships and transactions that are informed by identity Result: massive disruption in the taxi business, and eventual dismantling of a regulations
  31. Uber has created a fairly distruptive experience. And it’s one that’s fundamentally informed by Identity
  32. This begins when a driver starts the app and is authenticated.
  33. The system is actively managing a relationship.
  34. I'm picked up, data I'm generating flows back into the system physics of attributes are changing - they’re constantly updating this informs risk engines, demand, etc - this fuels relationships in their ecosystem
  35. At the end of it commerce is streamlined - the driver knew our credit worthiness
  36. relationship was ephemeral
  37. but knowledge of it is retained we rate each other the identity of the users is updated in the system to inform future interactions
  38. And of course, lots of these are happening in parallel all the time
  39. who looses? the old model - didn’t retain any knowledge
  40. who looses? the old model - didn’t retain any knowledge
  41. THE new model Not all going to disrupt entire markets But we can use identity to disrupt and evolve Insurance is basically a big-data business. The terms of the relationship are dictated by probability and large numbers. But by plugging in this device, and learning who I actually am, Identity can inform that.
  42. let’s talk about attributes. Location is an interesting one LDAP is a good starting point here we see Babs Jensen any old LDAP folks? here we see Babs can have a single address
  43. SCIM – we make some forward progress. You can have more than one address. its Typed. you even can designate a primary
  44. Here’s where location has evolved
  45. These things we’re carrying around with us change the nature of this attribute entirely.
  46. I asked brian where he was headed, but I know longer need to ask.
  47. each of these attributes are now changing rapidly.
  48. You’re likely not going to update the geo-code of a user in a read-optimzed directory service and if you do, you loose historical context
  49. our old mechanisms of customer service we’re pretty straightforward
  50. today we’re dealing with multi-channel
  51. we have a pretty good handle on these because they look like standard identity problem
  52. check-ins at your buiness
  53. 8 Trillion likes and shares, just on facebook every year
  54. every interaction with your point of sales systems, tells you more about your customer
  55. iBeacons are providing automated opt-in checkin
  56. lightbulbs which focus the ibeacon to particular merchandizing
  57. they expect recognition recognize them across as people no a number or blue tooth id must be informed by identity
  58. those are just the interactions we’re creating on our own. clicking, checking in, liking. I don’t even think there is a verb for setting of a beacon and analyzing light sources
  59. minions as promised what about the devices
  60. not just 1….
  61. 25B according to Gartner.
  62. 50B according to Cisco. I guess we know who has more to gain
  63. in any case – we can agree there will be a lot car thermostat fitbit dogs fitbit
  64. that was a lot of slides. What now? What should we be working on?
  65. device contraints are pushing new communication standards Battery life. Networks will continue to suck. All of a sudden we’re reading binary protocols again
  66. washing machine should be able to create telemetry data until things go wrong then create case
  67. humans suck at passwords, minions aren’t bad. Worst case these are being minted with guids. Best case we get secure elements with keys, and manufacturer and we can actually use a lot from OAuth and OpenID Connect
  68. some scenarios - self asserted guid full holder of key pattern our ability to physically control all these devices will get worse personal perimeter security is breaking down
  69. so why engineer for this minions
  70. that was a lot of slides. What now? What should we be working on?
  71. This of course requires you Protect all of these APIs
  72. In order to do this… Not only about being customer first. transform your IT organizations to see how you can move to asking