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B U I L D I N G O U T A G L O B A L
D A T A D E L I V E R Y P L A T F O R M
Neil Dawkins
AGENDA
C U R R E N T C H A L L E N G E S & S O L U T I O N
T E C H N I C A L I M P L E M E N TAT I O N
C O S T S A N D B E N E F I T S
T E C H N O L O G Y D E E P D I V E
S U P P O R T
CURRENT CHALLENGES
Getting out of the Data Center business
Patching and supporting Operating systems
Disk space and network infrastructure issues
I N F R A S T R U C T U R E
Production processes
24x7 support
Ongoing maintenance (lists, re-runs due to data issues etc.)
Troubleshooting issues
O P E R AT I O N A L S U P P O R T
Timeframes
Developer resources
Managing priorities
N E W D E V E L O P M E N T R E Q U E S T S
SOLUTION?
Getting out of the Data Center business
Patching and supporting Operating systems
Disk space and network infrastructure issues
I N F R A S T R U C T U R E
Production processes
24x7 Support
Ongoing maintenance (Universe files, re-runs due to data issues etc.)
Troubleshooting issues
O P E R AT I O N A L S U P P O R T
Timeframes
Developer resources
Managing priorities
N E W D E V E L O P M E N T R E Q U E S T S
T E C H N I C A L
I M P L E M E N T A T I O N
TEAM LOCATIONS
D e v e l o p m e n t c u r r e n t l y d o n e i n C h i c a g o , S h e n z h e n a n d E u r o p e
Data Configuration
Data extraction and manipulation
Data delivery
DATA DELIVERY COMPONENTS
Management
Console
User
Interface Velo
Enterprise
Account
Management
System
Data APIConfiguration file
Client login
token
token
Data
points &
schedule
info
Data bundles
API
Requests
CONFIGURATION COMPONENT
Input & Output
Lambdas
Data API
Delivery
details
tokenData content
Output file
Data
points &
schedule
info
Enterprise
Account
Management
System
Status
message
CONFIGURATION COMPONENT
Configuration file
Feed
Messenger
Lambda
Output file
Status
message
Delivery
details
DATA DELIVERY COMPONENT
S3
Output file
OPTIMIZING PERFORMANCE
1MB Kinesis restriction resulted in abandoning Kafka/Kinesis solution
Initial AVRO file format was not conducive to larger data sets. API v2 team provide more of a messaging protocol
Initially built uncompressed objects which led to memory issues. Implemented Multi-part S3 upload feature which writes data in 5MB chunks
C H A L L E N G E S
From the clients perspective, they provide a scheduled start time and the production process should begin shortly afterwards as resources are available
Delivery would typically be expected with a reasonable time (approximately 30 minutes)
E X P E C TAT I O N S
On average, files are typically available within a minute
Initial Lambdas are triggered within 15 seconds of receiving the configuration file
API v2 takes 2 – 3 minutes to send data for much larger files
Output Lambdas take less than 2 minutes to generate larger files
W H AT W E A C H I E V E D
SUPPORT
Detailed logging
Troubleshoot issues
C L O U D WAT C H D A S H B O A R D S
Pizza tracker
Tracking messages displayed in UI
S N S M E S S A G E S T O C O N V E Y S TAT U S
Level I and II support
Status page for Services
C U S T O M D A S H B O A R D S F O R S E R V I C E S TAT U S
COSTS
Transparency around operating costs
Reports to detect unused services
C L O U D H E A LT H R E P O R T S W I T H S E R V I C E C O S T S
More insight into operating costs
Better able to determine profit margins
E S TA B L I S H P R I C I N G M O D E L W I T H M O R E C E R TA I N T Y
Implementation determines costs
Teams are forced to be cost conscious
I N C E N T I V E T O C R E AT E W E L L D E S I G N E D S O L U T I O N
BENEFITS
R E D U C E P R O D U C T I O N T I M E
M I N I M I Z E O P E R AT I O N A L C O S T S
R E D U C E C O M P L E X I T Y O F D E L I V E R I E S
I M P R O V E D E L I V E R Y T I M E L I N E S F O R C L I E N T R E Q U E S T S
I M P R O V E D P E R F O R M A N C E F O R I N T E R N A L P R O C E S S E S
R E D U C E O N P R E M I S E I N F R A S T R U C T U R E F O O T P R I N T
I M P R O V E D C L I E N T E X P E R I E N C E W I T H S E L F S E R V I C E M O D E L
F R E E U P D E V E L O P M E N T R E S O U R C E S
R E D U C T I O N O F I N C I D E N T S R E L AT E D T O I N F R A S T R U C T U R E
End State is a Fully Integrated and Simple Workflow
STEP TWO
Automated setup of
accounts and assignment of
data licensed for use
STEP THREE
Access to data is controlled
via robust entitlement
allowing for complete
insight into usage
STEP FOUR
Customer defines their data
access via flat file or API
based within a
componentized User
Interface
Integration with
Sales and
Marketing
Technology
STEP ONE
Contract closed in
salesforce kicks off the
onboarding process for
customer
Entitlement and
Account
Management
system shared
across M* Apps
Taps into data
accessible via
Data API v2
Morningstar
Design System
based UX
Q U E S T I O N S
T E C H N O L O G Y
D E E P D I V E
Technical Implementation – Tim Nettleton

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Building out a Global Data delivery platform - the business and technical use cases - Neil Dawkins, Scott Vina, and Tim Nettleton, Chicago

  • 1. B U I L D I N G O U T A G L O B A L D A T A D E L I V E R Y P L A T F O R M Neil Dawkins
  • 2. AGENDA C U R R E N T C H A L L E N G E S & S O L U T I O N T E C H N I C A L I M P L E M E N TAT I O N C O S T S A N D B E N E F I T S T E C H N O L O G Y D E E P D I V E S U P P O R T
  • 3. CURRENT CHALLENGES Getting out of the Data Center business Patching and supporting Operating systems Disk space and network infrastructure issues I N F R A S T R U C T U R E Production processes 24x7 support Ongoing maintenance (lists, re-runs due to data issues etc.) Troubleshooting issues O P E R AT I O N A L S U P P O R T Timeframes Developer resources Managing priorities N E W D E V E L O P M E N T R E Q U E S T S
  • 4. SOLUTION? Getting out of the Data Center business Patching and supporting Operating systems Disk space and network infrastructure issues I N F R A S T R U C T U R E Production processes 24x7 Support Ongoing maintenance (Universe files, re-runs due to data issues etc.) Troubleshooting issues O P E R AT I O N A L S U P P O R T Timeframes Developer resources Managing priorities N E W D E V E L O P M E N T R E Q U E S T S
  • 5. T E C H N I C A L I M P L E M E N T A T I O N
  • 6. TEAM LOCATIONS D e v e l o p m e n t c u r r e n t l y d o n e i n C h i c a g o , S h e n z h e n a n d E u r o p e
  • 7. Data Configuration Data extraction and manipulation Data delivery DATA DELIVERY COMPONENTS
  • 8. Management Console User Interface Velo Enterprise Account Management System Data APIConfiguration file Client login token token Data points & schedule info Data bundles API Requests CONFIGURATION COMPONENT
  • 9.
  • 10.
  • 11.
  • 12. Input & Output Lambdas Data API Delivery details tokenData content Output file Data points & schedule info Enterprise Account Management System Status message CONFIGURATION COMPONENT Configuration file
  • 14. OPTIMIZING PERFORMANCE 1MB Kinesis restriction resulted in abandoning Kafka/Kinesis solution Initial AVRO file format was not conducive to larger data sets. API v2 team provide more of a messaging protocol Initially built uncompressed objects which led to memory issues. Implemented Multi-part S3 upload feature which writes data in 5MB chunks C H A L L E N G E S From the clients perspective, they provide a scheduled start time and the production process should begin shortly afterwards as resources are available Delivery would typically be expected with a reasonable time (approximately 30 minutes) E X P E C TAT I O N S On average, files are typically available within a minute Initial Lambdas are triggered within 15 seconds of receiving the configuration file API v2 takes 2 – 3 minutes to send data for much larger files Output Lambdas take less than 2 minutes to generate larger files W H AT W E A C H I E V E D
  • 15. SUPPORT Detailed logging Troubleshoot issues C L O U D WAT C H D A S H B O A R D S Pizza tracker Tracking messages displayed in UI S N S M E S S A G E S T O C O N V E Y S TAT U S Level I and II support Status page for Services C U S T O M D A S H B O A R D S F O R S E R V I C E S TAT U S
  • 16. COSTS Transparency around operating costs Reports to detect unused services C L O U D H E A LT H R E P O R T S W I T H S E R V I C E C O S T S More insight into operating costs Better able to determine profit margins E S TA B L I S H P R I C I N G M O D E L W I T H M O R E C E R TA I N T Y Implementation determines costs Teams are forced to be cost conscious I N C E N T I V E T O C R E AT E W E L L D E S I G N E D S O L U T I O N
  • 17. BENEFITS R E D U C E P R O D U C T I O N T I M E M I N I M I Z E O P E R AT I O N A L C O S T S R E D U C E C O M P L E X I T Y O F D E L I V E R I E S I M P R O V E D E L I V E R Y T I M E L I N E S F O R C L I E N T R E Q U E S T S I M P R O V E D P E R F O R M A N C E F O R I N T E R N A L P R O C E S S E S R E D U C E O N P R E M I S E I N F R A S T R U C T U R E F O O T P R I N T I M P R O V E D C L I E N T E X P E R I E N C E W I T H S E L F S E R V I C E M O D E L F R E E U P D E V E L O P M E N T R E S O U R C E S R E D U C T I O N O F I N C I D E N T S R E L AT E D T O I N F R A S T R U C T U R E
  • 18. End State is a Fully Integrated and Simple Workflow STEP TWO Automated setup of accounts and assignment of data licensed for use STEP THREE Access to data is controlled via robust entitlement allowing for complete insight into usage STEP FOUR Customer defines their data access via flat file or API based within a componentized User Interface Integration with Sales and Marketing Technology STEP ONE Contract closed in salesforce kicks off the onboarding process for customer Entitlement and Account Management system shared across M* Apps Taps into data accessible via Data API v2 Morningstar Design System based UX
  • 19. Q U E S T I O N S
  • 20. T E C H N O L O G Y D E E P D I V E Technical Implementation – Tim Nettleton