Insurance Innovation Award-Seguros Monterrey

1. Data Center Project
Seguros Monterrey New York Life
Digital Insurer LiveFest 2018
May 2018

2. Initiative main drivers
Capabilities
Businessneeds
Enablers
BusinessIssues
BusinessBenefits
Non-certified
facilities
Lack of capacity
to grow
Non-specialized
facilities
Non-mature
operation
management
Guarantee
adequate SLA
Enhance data
center managem
ent processes,
policies and
procedures
Increase agility,
flexibility and
scalability
Turn CAPEX into
OPEX
Certified Uptime
Institute Tier III
data center
location or
superior
Manage data
center
facilities with
best practices
2018
•Consolidate
primary datace
nter
•Outsource DC
Managed
Services
Reduce Risk
Ensure business
continuity
Increase
scalability and
flexibility
DC as an enabler
of digital
transformation
Opportunity
Development
Outcomes
Our journey to migrate our data centers to specialized facilities and word-class managed services, started when IT Department clarify the business issues
and needs define the opportunity SMNYL should take care of; should we invest to improve our current facilities and limited competencies or should we
move towards a more efficient and sustainable way of keeping our infrastructure safe. This is how along with the C-level board we defined the way was
outsourcing data center facilities

3. Project Objectives
Secondary Objectives
Strengthen Disaster
Recovery Protocol (DRP)
Innovate and transform
technologies that support
current business operation
Maintain IT Operations by
adopting SLA aligned with
current market standards
Primary Objectives
Mitigate risks associated
with Data Center non-
specialized facilities
Optimize cost by adopting
world-class practices for IT
Service delivery
Gain scalability and
flexibility on IT
infrastructure provisioning
requirements
Once we had Executive sponsorship to perform our project, we clarify our objectives in order to release our requirements to the data center Mexican
market. This task required significant effort since demanded alignment from business and IT

4. Key Requirements
Transition of people
and services
•Multi-year contract
•Uptime Institute Tier III
Capabilities or Superior
•ARCs and RRCs
Servers and
data base
migration
•No disruption to business
activity
•The whole migration has to
conclude by April 20th, 2018
Transformation
Plan
Then, by clearly identifying which were our objectives, we could move forward and define which should be our key requirements

5. Service Strategy Required Map
Collocation Hosting IaaSIn-house PaaS SaaS
Migration
Infrastructure
Transformation
Apps Economy and
Business Model
Transformation
Cloud Services
DC 1
DC 2
DC Specialized vendor
Data Center
Transformation Plan
Execute Initiative 1
Execute Initiative 2
Execute Initiative X
Collocation
Hosting
Apps+Biz
Transformation Plan
Execute Initiative 1
Execute Initiative 1
Execute Initiative 1…
…
Scope
IT Managed
Services
Business
Function
Services
Short Term
Tactical Partner
Long-haul
Strategic Partner
DRP Site
Risk
Reduction
Cost
Reduction
Scalability and
Flexibility
Digital
Transformation
With objectives, key requirements in place, we needed to bound our scope in order to be crystal-clear with our potential partners; this is why we defined a
service strategy required map, to communicate both inside and outside the organization about what to expect from the selection process

6. Project Timeline
Jul-17
• Initiative
Approval
Nov-17
• Partner
Selection
Apr-18
• Conclude
Migration
We put in place an ambitious timeframe. We believe (and later confirmed) that challenging deadlines could be a great way to move at a fast phase
towards change; this simple approach allowed us to motivate our team to move beyond their own expectations on how fast a company can change

7. Migration strategy by moving workloads
Extended LAN
Once we exposed our objectives and expectations to potential partners, we met a bold solution design which complied with every aspect of our
requirement. They defined their migration process as “data center cloning” which would make us accomplish our very last goal: to avoid disruption to the
services we provide to our customers

8. Seguros Monterrey New York Life Business Overview | May 2018 8
New Data Center Activation Waves
Wave 0 Wave 1 Wave 2 Wave 4Wave 3 Wave 5 Wave 6 Wave 7
Basics
Mar, 2nd to
Mar 3rd
Dev&Test
Mar 9th to
Mar 11th
Finance
Mar 16th to
Mar 19th
IT Support
Mar 23rd, to
Mar 24th
BPM
Mar 28th, to
Mar 30th
Group
Apr 6th to
Apr 9th
Core
Apr 16h to
Apr 19th
Firewall
Apr 20th to
Apr 23rd
 Our first
workload
moving was
development
and testing
environment
 Includes
financial
management
functions like
asset
management,
procurement,
payments,
billing, invoicing
and collection
 Includes
advanced
security
services and
access control
management
packages
 Services and
applications
related to health
products and
services
 Services and
applications
related to
group and
collective
business
 Services and
applications
related to core
business as
underwriting
and
mainstream
operations
 Last phase of
the migration
process: to
enable new
data center
firewall and
improve
routing
 Basic set up
which
includes
systems like
Active
Directory
The selected low-risk approach introduced a data center migration technique named 'data center cloning' which consisted in the replication and activation
of the new data center in parallel to the day-to-day operation; the main strength of such method relied on the business continuity warranty however, it
represented a major technical challenge since it was necessary to migrate workloads in predefined chunks or waves bounded by business processes. In this
way, our data center migration project required a multidisciplinary effort across the entire organization involving every functional team in the company.
 Wave executed successfully within planned scope and timeframe authorized by Business Steering Committee

9. SMNYL Consolidated Data Centers
Previous State
•Lack of capacity to grow
•Non-specialized facilities
•Non-mature operation management
Current State
•Certified Tier VI data center location
•Manage data center facilities with best
practices
•New infrastructure equipment
•Data Center Managed Services with world-
class practices
•Scalability and flexibility
Migration + Consolidation, a shifted paradigm of availability
Seguros Monterrey New York Life Business Overview | May 2018 9
We have concluded the consolidation and migration of all workloads from on-premise, non-specialized facilities to Tier IV* certified facilities with world-
class standards to both host and managed services.
* According to the Uptime Institute standard

10. The project in numbers
+400
Servers migrated
+90
Apps and services
migrated
10
Project Waves
26
Weeks
From Nov-17
to Apr-18
8
Weeks to
execute
From Mar-18
to Abr-18
+8,400
Hours of planning
+6,800
Hours of
execution
+4,187
Hours of testing
511
Test executed
+280
Employees
involved
+40
Vendors
involved
65
Incidents in
hypercare mode
+1,900
Databases
25
Digital
collaboration
rooms
0
Hours of impact to
mainstream
operations
From our multiple results we feel proud to share with you, the amount of effort involve in this project. We strongly believe this project is just the
beginning of more successes to come.

11. Thank you for your vote!
Our most important achievement was our team integration, too many people involve has just proven Seguros Monterrey New York Life is on the track to
make its digital transformation a reality