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Copyright © 2018 ASG.
All rights reserved
HOW TO CONSOLIDATE
INCREASE OPERATIONAL EFFICIENCY BY MOVING YOUR MOBIUS
DEPLOYMENT TO THE CLOUD
RYAN MCVEIGH, MANAGING PARTNER, ZIA CONSULTING
©2018 Zia Consulting, Inc. All Rights Reserved.
Risk:
Digital Disruption
©2018 Zia Consulting, Inc. All Rights Reserved.
80% of Revenue-
Generating Content is
Unstructured
Content Doubles Every
90 Days
Regulatory and
Statutory Requirements
Increasing
Risk is Off the Charts
Risk:
Content Chaos
©2018 Zia Consulting, Inc. All Rights Reserved.
page
4
Benefit:
Digital Engagement
24x7 Access Across Platforms
©2018 Zia Consulting, Inc. All Rights Reserved.
page
05
Benefit:
Pay-As-You Go Pricing
OPEX Not CAPEX
Copyright © 2018 ASG.
All rights reserved
Benefit:
Innovate and Streamline
Business Processes
Copyright © 2018 ASG.
All rights reserved
Benefit:
Disaster Recovery and
Business Continuity
©2018 Zia Consulting, Inc. All Rights Reserved.
Data Breaches are VERY
Public
YOU Own the Risk When
the Data Comes Into Your
Organization
Regulatory Risk is
Exploding: GDPR
You Need Universal
Content Security
Benefit:
Security and
Compliance
Copyright © 2018 ASG.
All rights reserved
Benefit:
Open Platform and Architecture
Automation, Robotics, and Artificial
Intelligence
Copyright © 2018 ASG.
All rights reserved
PREFERRED APPROACH
FOR CLOUD-FIRST AND HYBRID DEPLOYMENTS
Copyright © 2018 ASG.
All rights reserved
ONE BILLION DOCUMENTS
BENCHMARK TEST
Ingest, Parse, Archive, and Full Text Index 1 Billion documents
100 Terabytes of Input Data (Averaging 100K Per document)
Policy Parsing of Content Records to Identify Document-Level Indexing
Mobius Content Services Running on AWS
8 Mobius EC2 (c3.2xl ) Instances in an Auto-Scaling Cluster
18 SolrCloud EC2 (m3.2xl ) Instances Managed by Zookeper (m4.l)
AWS S3 for Archive Storage
AWS RDS (r3.2xl ) for Database
AWS ElastiCache (r3.4xl)
Duration: 7 days and 5 hours
50% CPU Peak of Mobius Instances
10% CPU Peak of Database and Full Text Indexing
Exhibited Scalable and Steady Performance Throughout the Run
ENVIRONMENT
PARAMETERS
RESULTS
Copyright © 2018 ASG.
All rights reserved
ASG-MOBIUS CLOUD AND HYBRID DEPLOYMENTS
Universal
Archives
Auto-Scaling
Security and
High Availability
Interoperability Governance
Copyright © 2018 ASG.
All rights reserved
ASG MOBIUS CLOUD SERVICES
CLOUD SERVICES AWS AZURE
Auto-Scaling Mobius Nodes Auto-Scaling Group Azure App Service
Load Balancing Requests ELB Load Balancing for Azure
Cheap Scalable Storage S3 Azure Blob Storage
DNS Remapping Route 53 Azure Traffic Manager
Database Services Amazon RDS (also Oracle) Azure SQL Database
Docker Support EC2 Container Service Docker VirtualMachine Extension
One-Step Deployment CloudFormation Azure Resource Manager
NFS File System EFS Azure File Storage
Automatic Scaling AWS AutoScale Triggers App-Service Environment Auto-Scale
Log Aggregation Cloudwatch Logs Linux OMS Agent
Copyright © 2018 ASG.
All rights reserved
WHO IS ZIA CONSULTING
95% retention rate with
our proven track record of
delivering solutions on
time and within budget
Founded in 2003 in
Boulder, Colorado
Our mission is to provide
ECM planning, design,
implementation, and
support services
Award-winning, platinum
system integrator of
multiple technologies
Copyright © 2018 ASG.
All rights reserved
PROBLEMS WE SOLVE
ZIA CONSULTING
Legacy Systems
Undergo a digital transformation
by migrating to a modern ECM
platform
Content Chaos
Create an ECM strategy,
consolidate silos, and simplify
access to content
Non-compliance
Minimize risk by implementing
automated governance and
control
Failed Projects
Rescue an in-house project or
poorly implemented solution
Copyright © 2018 ASG.
All rights reserved
WHAT WE DO
ZIA CONSULTING
Integration
Seamlessly integrate with existing
line of business applications
Customization
We build content solutions to
meet each customer's unique
needs
Strategy
We are committed to providing
measurable business results on
time and within budget
Migration
Effectively migrate business-critical
documents to a modern ECM
platform without interrupting daily
functions
THANK YOU
RMCVEIGH@ZIACONSULTING.COM
ZIACONSULTING.COM

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How to Consolidate in Order to Increase Operational Efficiency by Moving Your Mobius Deployment to the Cloud

  • 1. Copyright © 2018 ASG. All rights reserved HOW TO CONSOLIDATE INCREASE OPERATIONAL EFFICIENCY BY MOVING YOUR MOBIUS DEPLOYMENT TO THE CLOUD RYAN MCVEIGH, MANAGING PARTNER, ZIA CONSULTING
  • 2. ©2018 Zia Consulting, Inc. All Rights Reserved. Risk: Digital Disruption
  • 3. ©2018 Zia Consulting, Inc. All Rights Reserved. 80% of Revenue- Generating Content is Unstructured Content Doubles Every 90 Days Regulatory and Statutory Requirements Increasing Risk is Off the Charts Risk: Content Chaos
  • 4. ©2018 Zia Consulting, Inc. All Rights Reserved. page 4 Benefit: Digital Engagement 24x7 Access Across Platforms
  • 5. ©2018 Zia Consulting, Inc. All Rights Reserved. page 05 Benefit: Pay-As-You Go Pricing OPEX Not CAPEX
  • 6. Copyright © 2018 ASG. All rights reserved Benefit: Innovate and Streamline Business Processes
  • 7. Copyright © 2018 ASG. All rights reserved Benefit: Disaster Recovery and Business Continuity
  • 8. ©2018 Zia Consulting, Inc. All Rights Reserved. Data Breaches are VERY Public YOU Own the Risk When the Data Comes Into Your Organization Regulatory Risk is Exploding: GDPR You Need Universal Content Security Benefit: Security and Compliance
  • 9. Copyright © 2018 ASG. All rights reserved Benefit: Open Platform and Architecture Automation, Robotics, and Artificial Intelligence
  • 10. Copyright © 2018 ASG. All rights reserved PREFERRED APPROACH FOR CLOUD-FIRST AND HYBRID DEPLOYMENTS
  • 11. Copyright © 2018 ASG. All rights reserved ONE BILLION DOCUMENTS BENCHMARK TEST Ingest, Parse, Archive, and Full Text Index 1 Billion documents 100 Terabytes of Input Data (Averaging 100K Per document) Policy Parsing of Content Records to Identify Document-Level Indexing Mobius Content Services Running on AWS 8 Mobius EC2 (c3.2xl ) Instances in an Auto-Scaling Cluster 18 SolrCloud EC2 (m3.2xl ) Instances Managed by Zookeper (m4.l) AWS S3 for Archive Storage AWS RDS (r3.2xl ) for Database AWS ElastiCache (r3.4xl) Duration: 7 days and 5 hours 50% CPU Peak of Mobius Instances 10% CPU Peak of Database and Full Text Indexing Exhibited Scalable and Steady Performance Throughout the Run ENVIRONMENT PARAMETERS RESULTS
  • 12. Copyright © 2018 ASG. All rights reserved ASG-MOBIUS CLOUD AND HYBRID DEPLOYMENTS Universal Archives Auto-Scaling Security and High Availability Interoperability Governance
  • 13. Copyright © 2018 ASG. All rights reserved ASG MOBIUS CLOUD SERVICES CLOUD SERVICES AWS AZURE Auto-Scaling Mobius Nodes Auto-Scaling Group Azure App Service Load Balancing Requests ELB Load Balancing for Azure Cheap Scalable Storage S3 Azure Blob Storage DNS Remapping Route 53 Azure Traffic Manager Database Services Amazon RDS (also Oracle) Azure SQL Database Docker Support EC2 Container Service Docker VirtualMachine Extension One-Step Deployment CloudFormation Azure Resource Manager NFS File System EFS Azure File Storage Automatic Scaling AWS AutoScale Triggers App-Service Environment Auto-Scale Log Aggregation Cloudwatch Logs Linux OMS Agent
  • 14. Copyright © 2018 ASG. All rights reserved WHO IS ZIA CONSULTING 95% retention rate with our proven track record of delivering solutions on time and within budget Founded in 2003 in Boulder, Colorado Our mission is to provide ECM planning, design, implementation, and support services Award-winning, platinum system integrator of multiple technologies
  • 15. Copyright © 2018 ASG. All rights reserved PROBLEMS WE SOLVE ZIA CONSULTING Legacy Systems Undergo a digital transformation by migrating to a modern ECM platform Content Chaos Create an ECM strategy, consolidate silos, and simplify access to content Non-compliance Minimize risk by implementing automated governance and control Failed Projects Rescue an in-house project or poorly implemented solution
  • 16. Copyright © 2018 ASG. All rights reserved WHAT WE DO ZIA CONSULTING Integration Seamlessly integrate with existing line of business applications Customization We build content solutions to meet each customer's unique needs Strategy We are committed to providing measurable business results on time and within budget Migration Effectively migrate business-critical documents to a modern ECM platform without interrupting daily functions

Editor's Notes

  1. Key Takeaways: Rethink what it means to be a digital business. Understanding the connection between digital, customer value, and business growth. Change the way the business leaders think about technology investment. The share of sales to first-time homebuyers fell this year to 34 percent, the lowest level since 1981, according to data released by the National Association of Realtors. Last year’s level was 35 percent, and the decline was primarily attributed to a lack of housing supply. And, if you think you know your customer, here’s an interesting statistic for you: According to the 2017 National Association of Realtors Home Buyer and Seller Generational Trends report, single women are buying more houses than single men today. While the majority of total homebuyers are married couples (66 percent), 17 percent were single females (compared to single men, who comprise seven percent of the total). And, or the second straight year, the median age of first-time buyers was 32 years old Each requires a unique approach from a marketing perspective. For example, women tend to trust each other more than traditional advertising and tend to use social media more often than males, specifically Facebook and Instagram. What it really all comes down to is communication and making sure that the borrower is comfortable with the process. If you’re not intimidated, then you’re more likely to get further along in the process.
  2. The explosive growth of unstructured content is an issue for many organizations. In fact, according to the Economist, 80 percent of content used by knowledge workers for core revenue generation activities is unstructured, while content is doubling every 90 days. To tackle regulatory and statutory requirements, most enterprises have started to captivate the power of the cloud. IDC expects spending on cloud software to double from $57.8 billion in 2015 to $112.8 billion in 2019.
  3. Digital engagement is typically defined as providing 24x7 access to data for your customers, employees, and partners from any device they own. Our clients expect good looking, intuitive interfaces across platforms which is incredibly difficult to achieve with outdated content management systems. It is simple to achieve without burning out your IT organization—by providing access to data anywhere in the world using a CCM platform.
  4. When an organization evaluates to adopt a new technology, one of the first challenges to come to mind is an overwhelming workload that comes with implementation. Therefore, many vendors today, launch cloud-first digital experience platforms to free the customers from the burden of server maintenance, software upgrades, hotfixes, backups, rewriting code and managing plugins. “They can get off and running quickly without the need to procure and provision servers or storage. A SaaS ECM solution is easy to buy. It is a subscription so it is an operating expense rather than a capital expense,” Melissa Webster (https://www.idc.com/getdoc.jsp? containerId=PRF001842), Program Vice President, Content and Digital Media Technologies at IDC, said. “Some ECM solutions also provide cloud options, including hybrid solutions, available both on-premise and in the cloud.” Instead of buying costly servers that are sized to handle peak load and storage you only use seasonally, you pay for what you use and need. This keeps organizations from having to heavily invest in capital expenditures that include infrastructure, facilities, power and IT staff. Instead, they can move this to an operational expense model.
  5. Automate repeatable tasks and free up time to work on your business. Integrate your people, process and systems. Iterate, iterate, iterate. Continually improve your processes based on user feedback and changing business/regulation needs People: Our consultants are the most experienced in the industry, averaging 15 years in ECM. Process: Collaborative/iterative to ensure complete alignment to clients’ objectives. Proven methodology over hundreds of successful Alfresco implementations. Technology: Zia and our industry-leading product partners have implemented thousands of ECM solutions around the globe Commitment: Dedication to our clients’ success
  6. With CCM, these initiatives become achievable and significantly simplified. Data can be replicated across regions and access is managed from a single console. On the top of these trends, by 2018, Gartner expects to see: Half of the enterprises will manage content on hybrid systems (cloud/on-premise). More than one-fifth of businesses will be managing content from multiple organizations. File synchronization and sharing will be a standard built-in ECM function. Half of big-name ECM vendors will re-architect their software to be cloud-based. One-fifth of business content will be machine authored. The explosive growth of unstructured content is an issue for many organizations. In fact, according to the Economist, 80 percent of content used by knowledge workers for core revenue generation activities is unstructured, while content is doubling every 90 days. To tackle regulatory and statutory requirements, most enterprises have started to captivate the power of the cloud. IDC expects spending on cloud software to double from $57.8 billion in 2015 to $112.8 billion in 2019. The economics are undeniable. If you look at value engineering which is method to improve the "value" of goods or products and services by using an examination of function. Value, as defined, is the ratio of function to cost. Value can therefore be increased by either improving the function or reducing the cost.
  7. Virtually every document you touch in the mortgage industry contains personally identifiable information (or PII) – and that’s why the need for confidentiality, our 3rd C, or data security is always top of mind for CIO’s and others involved in risk management for mortgage organizations. And as we’ll briefly discuss today, it’s not simply a matter of database security, it’s really about protecting content from the moment it enters your organization, through every phase of both internal and external collaboration, including interactions with the applicant and also third parties. Often the #1 concern for CIO’s is how to ensure they aren’t the next company on the front page of the wall street journal for a data breach. And so obviously lots of time spent on firewalls and database security But we would suggest an even broader look at security or confidentiality needs to be taken – by looking at the entire lifecycle of documents from when they enter your organization until they are stored as records. How are documents shared with you? Paper? Fax? Email? Upload? How do you share them with others – either back to that applicant or to 3rd party providers – again, email? Dropbox or Box.net? Others And then how do you store them while “in process” and then as records Our view – you need a process for applying security automatically at inception – a concept we call “universal content security” That applies across internal AND external sharing of content – whatever the technology involved And applies whether documents are stored on-premises or in the cloud And is done without ANY user intervention – it’s just part of the business process Five years ago, a typical requirement for content management systems was to secure our customers secret formulas, sensitive data, and valuable intellectual property behind the firewall to ensure it’s security. Times have changed, once we give you the ability to manage to their data in the cloud and provide access using your own private keys, this requirement goes away. You can also manage compliance and access simply without needing complex processes, retention schedules, and procedures to ensure compliance. ISO 27001 ISO 27001 is a globally recognized security standard that provides a guideline of the policies and controls an organization has in place to secure data. The standard sets out internationally agreed upon requirements and best practices for the systematic approach to the development, deployment and management of a risk/threat-based information security management system. Box has achieved ISO 27001 certification for our Information Security Management Systems (ISMS), covering the Box product and all supporting infrastructure. ISO 27018 ISO 27018 focuses on protecting personal data in the cloud. Based on ISO 27002, it provides guidance for controls around Personally Identifiable Information (PII) in the public cloud. It also provides additional protections not encompassed by ISO 27002. TCDP 1.0 The Trusted Cloud Data Protection Profile (TCDP) for cloud services is the testing standard for data protection certification in accordance with the German Federal Data Protection Act (BDSG). It represents the legal requirements for subcontracted data processing as a testing standard. 29 Security certifications and audits GxP GDPR Certifications and audits 30 SOC 1 The Box System and Organization Controls (SOC) 1 Report covers processes and controls relevant to customers’ financial reporting. SOC 2 The Box SOC 2 report covers security and availability controls defined by the American Institute of Certified Public Accountants (AICPA). FINRA Box can store and retain data in compliance with the Financial Industry Regulatory Authority (FINRA) as established by section 17a-4 of the SEC Act. This governs how certain electronic records should be preserved in non-rewritable, non-erasable formats for specific periods of time. FedRAMP Box is compliant with the Federal Risk and Authorization Management Program (FedRAMP), the cloud security standard of the U.S. government. This certifies Box to meet additional security and compliance controls to manage sensitive non-classified data for federal civilian agencies. PCI DSS The Payment Card Industry Data Security Standard (PCI DSS) is a global data-security standard established by payment card brands to guide all entities that process, store or transmit cardholder data. This affirms that Box upholds basic security measures for the protection of payment card data. GDPR The Global Data Protection Rule (GDPR) harmonizes data-privacy laws and regulations across the EU, protects EU citizens in the area of data privacy and reshapes the way organizations across the region (and beyond) approach data privacy. Box is committed to fulfilling GDPR requirements and has Binding Corporate Rules (BCRs) to enable GDPR compliance. GxP Box GxP Validation enables pharmaceutical and life-sciences organizations to validate Box so they can work with, manage and distribute all of their clinical, lab and manufacturing content. TÜV Rheinland The German certification body has awarded Box the status of Certified Cloud Service. TÜV Rheinland certifies that Box has implemented and maintained effective processes and controls that meet the data privacy and security objectives as defined by TÜV Rheinland’s inspection catalog, which is based on requirements from the German Federal Data Protection Act, EU Data Protection Regulation, ISO 27001, IT Infrastructure Library and ISO 20000. BSI C5 Box has achieved Cloud Computing Compliance Controls Catalog (C5) certification as awarded by the German Federal Office for Information Security (BSI). C5 defines the bar that cloud providers should meet when dealing with German data, and combines existing security standards like ISO 27001 with increased transparency in data processing. Department of Defense Cloud Computing SRG Impact Level 4 Box has received the Department of Defense SRG Impact Level 4 authorization from the Defense Information Systems Agency (DISA). This allows Box to support the Department of Defense in managing sensitive non-classified data.
  8. CCM systems enable new tools to run against our data. Some platforms provide secure but simple access to their data through open APIs. They can partner with technology vendors that provide automation, robotic processing, and artificial intelligence tools without having to develop that core competency themselves.