Presentation

1. Journey to the Cloud
Joe Carton
Senior Sales Executive
Thomson Reuters Elite
3E Cloud CARE

2. Cloud Services Delivery
Patrick Hurley & Sarah Harvey

3. Assigned Team Members
3E CLOUD CARE EXPERIENCE
Team Member Overview of Responsibilities Availability of Resource
Customer Success
Manager (CSM)
Overall coordinator of team resources and owns the customer’s holistic
experience and general point of contact for the client
We will align the CSM selection (as close as possible)
to the clients' specific region. Business hours will run
8:00 am - 5:00 pm for all regions.
Technical Account
Manager (TAM)
Provides technical consulting and oversight of upgrades, support
incidents, and assigned support team members
Business Hours depending on the location of the TAM
Systems Support Helps to monitor Azure environments and is familiar with 3E 24/7
Application Support
Team
Support team members experts on cloud. Provide triage on support
cases, if needed they refer cases to subject matter experts, work shifts to
provide 24/7 coverage: familiar with (internal and external) integrations
24/7
Solution Architect
Technical service resource to support customizations including Template
customizations. Responsible for triaging application related issues
identified to be caused by a customization.
Business Hours depending on the location of the
Solution Architect
Trainer Provides personalized training for your firm by a certified 3E expert
Up to 40 hours of personalized instruction
Business Hours depending on location of Trainer

4.  Working closely with Clyde & Co along with your dedicated Technical Account Manager (TAM) and
other internal teams to support you from onboarding and throughout your entire journey
 Working in partnership with our Service Delivery teams & Clyde & Co to ensure successful
implementation and adoption of our Elite Cloud solutions
 Proactive outreach during implementation & throughout the customer lifecycle
 Deliver quarterly customer satisfaction surveys
 Communicates solution webinars, educational training paths, upgrade release calendar
& informational announcements
 Lead regular meetings with Clyde & Co to understand your business requirements and
challenges, to monitor and track your success in helping Clyde & Co achieve your goals through
the effective use of the Elite solutions
 Document goals and success through Customer Success Plans
 Build, maintain and leverage strong relationships with key customer stakeholders to build trust and
confidence, deepen relationships and ensure high-quality customer experience
Clyde
& Co
3E CLOUD CARE CUSTOMER
SUCCESS MANAGER

5. 3E CLOUD CARE EXPERIENCE
Guided by your Customer Success Manager
Need More?
Cloud CARE Support Services
Always-On Services
Proactive monitoring your uptime
Comprehensive security and backups
Managed upgrades for the newest enhancements
Disaster recovery
eLearning digital library (unlimited access for 30 users)
Cloud-prioritized Support queue
Knowledge Base and educational webinars
Additional Client Benefits
On-Going Optimization
Bi-annual solution review and optimization
consultation
Cloud CARE Subscription
CARE Support team: 24/7 assigned team to support
your 3E environment (support via chat, phone and
web)
Individualized success plan with quarterly reviews
Solution Architect to review and support your
customizations during each upgrade
Instructor-led personalized training (up to 40 hours
annually)
Technical Account Manager for upgrades and system
optimization
Professional Services*
Ad Hoc Month-end Support
Additional Template Configurations
Enhanced Training
Adoption Services
New Customizations
* Add-on services available to purchase
Quarterly User Group Meetings
Partner Ecosystem
Elite Community

6. 3E CLOUD STATUS PAGE
3E Cloud Status page is a public website that provides:
• Current statuses of 3E Cloud LIVE systems globally
• Incidents and Scheduled Maintenance for LIVE and
PREVIEW systems globally
https://status.3e.thomsonreuters.com/

7. Security, Architecture & Integrations
Mark Gendein & Adam Baldwin

8. SECURITY
Physical
Microsoft Azure’s
Responsibility
Identity & User Access
Customer’s
Responsibility
Environment
Microsoft and
Thomson Reuters
Joint Responsibility

9. SECURITY
Data Isolation Inter-process
Communication
Data Encryption Access Control Secure Coding
and Testing

10. SECURITY
Global
Layered
Trusted
Experience Engineering
* Availability
* Disaster Recovery
* Trained Specialists
Performance
* Monitoring
* Automation
* Resource Scale

11. THE 3E SOLUTION
3E Core
The financial management
core of the solution
Highly configurable; new fields, workflows,
grids and forms, alerts, configurable types
and more
3E
Workspace
Time entry and launchpad Bringing disparate systems together
3E Data
Insights
Business Intelligence
reporting
Data Warehouse Console
Power BI
Advanced
Financial
Reporting
Financial statements
Builder available
Generally delivered ready-to-use
3E Templates
Financial document
production
Stock templates available, customisations
allowed, distribution via Events

12. INTEGRATIONS
REST APIs
OData APIs
Elite Service
Bus
Data Insights
Events &
Webhooks
Power Platform
Change
Stream

13. 3E CLOUD
ESB/ETL
Integrations
Availability Set
App Servers
Scale Set
3E Templates
Availability Set
3E Database
(Azure SQL)
FUNC Blob
Storage
Monitoring and
Diagnostics
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Application
Gateway
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS
ETL Blob
Storage
Always-on Time
Blob Storage
Advanced
Financial
Solutions
AFS Database
(Azure SQL)
AFS

14. 3E CLOUD
Application
Gateway

15. ESB/ETL
Integrations
Availability Set
App Servers
Scale Set
3E Templates
Availability Set
3E Database
(Azure SQL)
FUNC Blob
Storage
Monitoring and
Diagnostics
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Application
Gateway
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS
ETL Blob
Storage
Always-on Time
Blob Storage
Advanced
Financial
Solutions
AFS Database
(Azure SQL)
AFS
3E CLOUD

16. 3E CLOUD
App Servers
Scale Set
3E Database
(Azure SQL)
Application
Gateway

17. ESB/ETL
Integrations
Availability Set
App Servers
Scale Set
3E Templates
Availability Set
3E Database
(Azure SQL)
FUNC Blob
Storage
Monitoring and
Diagnostics
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Application
Gateway
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS
ETL Blob
Storage
Always-on Time
Blob Storage
Advanced
Financial
Solutions
AFS Database
(Azure SQL)
AFS
3E CLOUD

18. 3E CLOUD
ESB/ETL
Integrations
Availability Set
Application
Gateway
ETL Blob
Storage

19. ESB/ETL
Integrations
Availability Set
App Servers
Scale Set
3E Templates
Availability Set
3E Database
(Azure SQL)
FUNC Blob
Storage
Monitoring and
Diagnostics
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Application
Gateway
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS
ETL Blob
Storage
Always-on Time
Blob Storage
Advanced
Financial
Solutions
AFS Database
(Azure SQL)
AFS
3E CLOUD

20. 3E CLOUD
3E Database
(Azure SQL)
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS

21. ESB/ETL
Integrations
Availability Set
App Servers
Scale Set
3E Templates
Availability Set
3E Database
(Azure SQL)
FUNC Blob
Storage
Monitoring and
Diagnostics
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Application
Gateway
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS
ETL Blob
Storage
Always-on Time
Blob Storage
Advanced
Financial
Solutions
AFS Database
(Azure SQL)
AFS
3E CLOUD

22. 3E CLOUD
App Servers
Scale Set
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS

23. ESB/ETL
Integrations
Availability Set
App Servers
Scale Set
3E Templates
Availability Set
3E Database
(Azure SQL)
FUNC Blob
Storage
Monitoring and
Diagnostics
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Application
Gateway
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS
ETL Blob
Storage
Always-on Time
Blob Storage
Advanced
Financial
Solutions
AFS Database
(Azure SQL)
AFS
3E CLOUD

24. 3E CLOUD
App Servers
Scale Set
3E Database
(Azure SQL)
Application
Gateway
Events Hub

25. ESB/ETL
Integrations
Availability Set
App Servers
Scale Set
3E Templates
Availability Set
3E Database
(Azure SQL)
FUNC Blob
Storage
Monitoring and
Diagnostics
W ORKSPACE
Workbench
Elite Mobile and
Workspace Web
Application
Gateway
Azure Analysis
Services
Power BI®
Warehouse DB
(Azure SQL
Managed Instance)
DATA INSIGHTS
ETL Blob
Storage
Always-on Time
Blob Storage
Advanced
Financial
Solutions
AFS Database
(Azure SQL)
AFS
3E CLOUD

30. INTEGRATIONS
REST APIs
OData APIs
Elite Service
Bus
Data Insights
Events &
Webhooks
Power Platform
Change
Stream
Examples
IntApp Open and Time
Chrome River
iManage Cloud
Data Lakes – Synapse
BigHand Quantum