Avec le témoignage de Crédit Suisse

2. Agenda
• Introduction - Philippe Guénault, Directeur Commercial
• Présentation de cas d’usage - Henri Maré, Responsable Commercial Alfabet
• Témoignage de Crédit Suisse - Roland Christen, VP IT Architecture
• Démonstration, intégration et projet - Florian Canicas, Consultant
• Démarche d’implémentation – Lionel Vaturi, Co-fondateur, Natea Consulting
• Conclusion
• Questions / Réponses
• Cocktail

3. Philippe Guénault
Directeur Commercial
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4. Aider les entreprises dans leur transformation digitale
Utilisateurs
1Md €
Chiffre d’Affaires
Plus de 40 ans au service du succès de nos clients
2+
Développeurs
2.5+
Millions
Millions
Clients
70%
Des 1000 plus
grands comptes
dans le monde
Carte d’identité
5,000
Collaborateurs

5. COLLABORATIVE
PROCESS ANALYSIS
INTERGRATED
PORTFOLIO
MANAGEMENT
PROCESS
AUTOMATION
AND INTEGRATION
INTELLIGENT
BUSINESS OPERATIONS
AND BIG DATA
ALFABET
IT Planning and
Portfolio Management
ALFABET
Enterprise
Architecture
Management
WEBMETHODS
Integration
WEBMETHODS
Business Process
Management
APAMA
Analytics and Decisions
TERRACOTTA
In-Memory Data
Management
ARIS
Business Process
Analysis
ARIS
Governance, Risk
and Compliance
Management
Process Live Portfolios Live
* General Availability of Integration Live is planned for second half of 2014
AgileApps Live
Integration Live

7. Integrated IT Portfolio Analysis (IIPA) Applications
IIPA solutions help IT leaders link, monitor, analyze and
communicate their activities on a single portfolio-level
software platform, providing CIOs and other executives
with holistic views of the IT portfolio while IT plans and
executes in response to business and IT strategies

8. Magic Quadrant for Integrated IT Portfolio Analysis
Applications - Gartner, November 2014

9. Les clients Alfabet dans le monde

10. Henri Maré
Responsable Commercial Alfabet
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11. Coordinated transformation…
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Capabilities Demands
Applications
Technologies
Devices
Business
Architecture
Projects
Strategies
Risks
Regulations
Budgets
Finance &
Risk

12. Application manager:
Do you have a reliable system of record for all applications?
• With ownership and management processes in place
• Showing which business functions and services that are provided
• Which organizations, processes and business capabilities are supported
• With portfolio analysis - using indicators such as cost, risk and user
satisfaction
• Aligned with business - with governed application roadmaps and life cycles
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13. Ensure that my application portfolio
meets business expectations
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14. Show who is using an application in how many
business processes ?
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15. Which technologies are supporting an application
and how long ?
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16. How much money do we spend for a
single application ?
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17. Project Management Office manager:
• Do you have business demands as input into the project planning
process?
• Can these demands be prioritization within the business context?
• Can you identify conflicts and overlaps in all demands?
• Do you have an inventory of projects and project proposals?
• Grouped into portfolios with analysis on cost, business benefit and
alignment to business and IT strategy?
• Is the to-be-delivered architecture defined and analyzed in the
project design phase?
• Can you compare different IT scenarios for the project to choose the
best solution?
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18. We know the business impact of our project
portfolio
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19. Which projects should we approve ?
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20. What is the ROI and business case of the
planned program?
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21. Head of IT:
• Is the business you are serving understood?
• Are business models, strategies, goals, capabilities and processes
expressed in common terms?
• Do you have continuous transparency on your IT estate?
• Do you have the ability to design and express strategic scenarios
and IT road maps for enabling business strategy
• Are you doing this in a way that business can understand it and it is
used by all stakeholders for decision support?
©2013 Software AG. 21 | All rights reserved.

22. We know what is important for the business
and where to invest
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23. Understanding which strategies are impacted by
which projects
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24. Cost driver analysis
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25. Know what is the current/future state of
architecture implementation
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26. From isolated thinking to an integrated
practice
From: working in silos an distrust in data – no common perspective
on existing potentials and transformational needs. Uninformed decision making.
To: connecting the desks of all stakeholders of the IT value chain for high data quality,
cost transparency and understanding business value. Planned transformation.
©2013 Software AG. 26 | All rights reserved.
Establish practice

27. Roland Christen
VP IT Architecture, Crédit Suisse
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28. Alfabet @ Credit Suisse
Roland Christen, Credit Suisse, IT Architecture Tools
December 10, 2014

29. Is this the latest Galaxy
… NO – it’s an excerpt of an
Information Flow Diagram
discovered by the Hubble Telescope?
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 29

30. … No – the tiles represent the number of associated
If this is a newly discovered
artwork from Piet Mondrian?
Business Capabilities and allocated costs
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 30

31. Table of contents
1 Credit Suisse Facts & Figures
2 Motivation and Objectives for Alfabet
3 Alfabet Implementation @ Credit Suisse
4 Lessons Learned @ Credit Suisse
31
5 Alfabet Outlook for 2015 @ Credit Suisse
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014

32. Table of contents
1 Credit Suisse Facts & Figures
2 Motivation and Objectives for Alfabet
3 Alfabet Implementation @ Credit Suisse
4 Lessons Learned @ Credit Suisse
32
5 Alfabet Outlook for 2015 @ Credit Suisse
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014

33. Credit Suisse: an integrated global bank
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 33

34. Information Technology
Global Footprint
8’594 employees in core Information Technology functions
New York
Main Business:
Investment Banking
London
Main Business:
Investment Banking
Zurich
Main Business:
Private Banking,
Private and Corporate
Clients
Raleigh
Near-shore
development
center, primarily
supporting NY
Wroclaw
Near-shore center,
primarily supporting
EMEA and Switzerland
India
Outsourced and co-managed
off-shore center in different
locations
Singapore
Mainly serving fast growing
markets of APAC region
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 34

35. Information Technology
Facts and Figures
66’400 supported users in 550
locations
4 main hub Production – Disaster
Recovery pairs of data centers
consuming 14.1 MW1 of power
Hardware
– 85’500 workstations/laptops
– 21’710 physical servers with
more than 43 petabytes of
storage
– 4 host/mainframe CPUs with
83’200 MIPS2 provided
Software
– ~5’700 applications
1MW = Mega Watt
2 MIPS = Million Instructions per Second
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 35

36. Table of contents
1 Credit Suisse Facts Figures
2 Motivation and Objectives for Alfabet
3 Alfabet Implementation @ Credit Suisse
4 Lessons Learned @ Credit Suisse
36
5 Alfabet Outlook for 2015 @ Credit Suisse
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014

37. IT Architecture
The overall IT Architecture
objectives are:
Define and maintain Target
Architecture
Drive and support evolution of
CS IT landscape towards Target
Architecture
Ensure CS IT landscape is built on
sound architecture supporting
evolving business requirements
effectively and efficiently.
Information Technology
IT Mission IT Architecture
IT Mission
Our mission is to help Credit
Suisse’s clients thrive by …
…understanding their needs and
offering integrated solutions and
services enabled by technology
…partnering with our business
divisions to provide reliable and
innovative solutions with a long-term
and bank-wide perspective
…empowering our professionals and
rewarding them for achieving
excellence
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 37

38. Information Technology
Central Architecture with cross-departmental mandate
Department Architect
Team
(…)
Architecture
Tools
Central Architecture Decentral
CIO
Department Architect
Team
Operations
Department Architect
Team
Finance
Department Architect
Functional
Architecture
Architecture
Integration
Architecture
Security
Architecture
Technical
Architecture
Architecture
PB WM ShS / IB
Chief
Architect
Application
Department Head
Operations
Application
Department Head
Finance
Application
Department Head
Risk
Team
Risk
Data
Application
Department Head
(…)
Private
Banking
Wealth
Management
Investment
Banking
(Banking) Operations
Finance
Legal Compliance
HR Communications
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 38
Risk
Information
Technology

39. Governance,
GUI, Processes
IT Architecture
STC
CATI Sounding
Board
CATI Consultants
Training
Support
(0.5 FTE)
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 39
(1 FTE)
Tech
Architecture,
Taxonomy
(1 FTE)
Information
Architecture
GUI, Data
Quality
(1 FTE)
Development
Configuration,
Batch
(1 FTE)
Business
Architecture,
Development
Configuration
(1FTE)
Data
Distribution,
Data Quality,
Wiki Help
(1 FTE)
Test
Management
(0.25 FTE)
Production
Support
1st 2nd Level
Support in Pune
Architecture
Tools
Alfabet
(1 FTE)
Information Technology
Alfabet Team

40. Motivation and Objectives for Alfabet / CATI 1
CATI is the repository for describing, analyzing and planning
the Credit Suisse IT landscape. The architectural vision with
CATI is to provide one global, structured and organized
platform which allows to
Illustrate product characteristics and dependencies;
Link applications to their infrastructure in order to show technology
footprint and standard adherence;
Plan target states to advance the enterprise strategically;
Demonstrate how IT is supporting business processes and
Identify redundancies of business functionality.
1 CATI = Continuous Architecture and Technology Improvements
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014
40

41. Table of contents
1 Credit Suisse Facts Figures
2 Motivation and Objectives for Alfabet
3 Alfabet Implementation @ Credit Suisse
4 Lessons Learned @ Credit Suisse
41
5 Alfabet Outlook for 2015 @ Credit Suisse
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014

42. Alfabet Implementation @ Credit Suisse
Continuous Architecture and Technology Improvements
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 42

43. Governance
Business
Architecture
display mapping
to Global Service
Catalogue
maintain adjust
Tech. Product
Information
Architecture
Technical
Architecture
register new
Tech.
Product
decommissio
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014
43
Alfabet Implementation @ Credit Suisse
Architecture Focus Areas and supporting Use Cases
Technical
Product
(Characteristics Structure)
n Tech.
Product
Process
iDIFs
distribute
data
reports
provide
audit
trail
change role
responsibility
(Handshake)
execute
signoff
process
assess
business
criticality
display
allocated
cost
control and
mitigate criticality
issues define logical
target state
mapping to
business
capability
mapping to
technical
infrastructure
control and
mitigate lifecycle
issues
drill down to
physical tech.
component(s)
assign
information
flow
define
system of
record a/o
golden
source
assign
business
objects
link to
implemented
interface(s)

44. Alfabet Implementation @ Credit Suisse
Mood Barometer
Improvements
Simplification
Functional
Improvements insufficient
SW-Upgrade
to 8.1
CATI
Usability
inadequate
on-boarding
for handshake
Re-launch
Health Check
Technical
Harmonization
(turn off
3 former Tools)
Functional
Improvements
Functional
Improvements
CATI suffers from
bad acceptance and
reputation
Global
Rollout
Prototyping
Evaluation
adoption of
downstream
systems
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 44
Mood
2007 2008 2009 2010 2011 2012 2013 2014 2015

45. Alfabet Implementation @ Credit Suisse
Achievements 2014
CATI SW-Upgrade to 8.1 incl.
implementation of new data quality
framework and user-friendly
workflow processes, Target
Architecture prototype
CATI functionality enhancements
regarding: Search, Peripheral,
Information Flow, new standard
Business Capability Model (BCM),
Project Portfolio Costs, Master ICTO
CATI usability improvements with
Factsheet, Decision Tree for new
ICTO and/or APP objects, HelpWiki,
simplified Signoff and Criticality
workflow 45
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014

46. Table of contents
1 Credit Suisse Facts Figures
2 Motivation and Objectives for Alfabet
3 Alfabet Implementation @ Credit Suisse
4 Lessons Learned @ Credit Suisse
46
5 Alfabet Outlook for 2015 @ Credit Suisse
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014

47. Lessons Learned @ Credit Suisse 1/3
Strong Governance is THE key success factor
Only strong and representative steering committee for CATI,
committed architects and approved application owners and
providers foster adequate management of the IT application
portfolio as an IT asset.
Underlying meta model is necessary foundation
Easy to understand data and structure guide is required to
provide clear guidance about model scope, taxonomy,
definitions and rules.
Legal requirements as catalyst for IT Application Portfolio
Management
Necessary IT portfolio maintenance activities are often driven
by regulatory requirements or to solve legal compliance
issues.
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 47

48. Lessons Learned @ Credit Suisse 2/3
Keep it simple and strive for tangible results within 6 months
Although Alfabet tool has the potential to provide more, simple
solutions with tangible results within 6 month are highly
recommended in order to motivate involved/impacted stakeholders
and not to overburden the organization.
Easy data access improves data quality and acceptance
User-friendly and easy data access (intuitive UI, comprehensive
reports, make use of graphical reports and cockpit views) is
essential for continuous data quality improvements and data
acceptance.
Alfabet hands-on trainings and onsite consultancy matters
Alfabet hands-on trainings and regular onsite consultation by very
senior Alfabet consultant enabled the CATI team to an extraordinary
performance.
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014
48

49. Lessons Learned @ Credit Suisse 3/3
Do not underestimate resistance to change
Resistance to change can be relieved by engaging and
involving governance bodies such as STC members and IT
Architects as ambassadors for Enterprise Architecture in
general and for the management of the IT Application
Portfolio in particular.
Use case(s) should trigger integration with surrounding
systems
Interfacing a system with Alfabet should have a clear purpose
and/or use case and should not be data model driven.
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 49

50. Table of contents
1 Credit Suisse Facts Figures
2 Motivation and Objectives for Alfabet
3 Alfabet Implementation @ Credit Suisse
4 Lessons Learned @ Credit Suisse
50
5 Alfabet Outlook for 2015 @ Credit Suisse
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014

51. Alfabet Outlook for 2015
Primary Focus Areas
SW-Upgrade to 9.7 (HTML) incl. implementation of standard public
interface for data exchange.
Roll-out of Target Architecture with standard Alfabet functionality aligned
with relevant CS Target State Architecture Management processes.
Implementation of new domain model CS Logical Target State (LTS).
Renovation of existing Technical Architecture in order to show an
adequate application specific technical footprint.
Find synergies with additional systems and/or processes in order to better
exploit possible Alfabet capabilities.
Open up CATI for new focus areas such as Data Architecture (mapping of
Business Objects and Data Stores) and Complexity measurement
(Publication and Reports of indicative complexity ratings).
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 51

52. Alfabet Outlook for 2015
Expected Added Values for IT and Business
Alfabet provides the foundation for a holistic and common overview
regarding the characteristics, dependencies, business support and
technical footprint of an application in particular and for the IT
landscape in general.
Alfabet allows to detect redundancies or the lack of business
functionality.
Alfabet supports target-oriented life cycle management and the
evolution of the IT landscape towards a strategic target state.
Alfabet provides an inventory not only for documenting and
monitoring but also for a sustainable steering and management of
the relevant IT assets, in order words: for continuous architecture
and technology improvements.
Roland Christen, Credit Suisse, IT Architecture Tools December 10, 2014 52

53. Florian Canicas
Consultant, Software AG
©2013 Software AG. AAllll rriigghhttss rreesseerrvveedd..

54. ©2013 Software AG. 54 | All rights reserved.
La gestion intégrée de portefeuilles IT
Métier
Finance
Risques
Architecture
Opérationnels IT
Projets

55. User
alfabet Data Integration Framework
Costs
Budgets
Software Development
Business
Process
Models
CMDB / ITSM
LDAP
Demand/Project
Document Management
Intégration avec l‘écosystème en place

56. ©2013 Software AG. All 56 | rights reserved.
Une approche intégrée
S o f twa r e A G ' s E n t e r p r i s e A r c h i t e c t u r e P l a t f o rms
A R I S
D e s i g n S e r v e r
A L F A B E T
R e p o s i t o r y
S y s t e m s
P r o c e s s e s
N a v i g u e r v e r s l e
P r o c e s s u s
N a v i g u e r v e r s l e
s y s t è m e
Gestion de la donnée
Navigation

57. Gestion intégrée des portefeuilles IT
Comprendre les priorités Métier
IT PLANNING
IT RISK FINANCIAL
MANAGEMENT
BUSINESS
RELATIONSHIP
MANAGEMENT
ENTERPRISE
ARCHITECTURE
MANAGEMENT
Vision complète Analyses
Définition gestion du plan de transformation
Compréhension du contexte Financier Risques

58. Démonstration de l’outil
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59. Lionel Vaturi
Co fondateur, Natea Consulting
©2013 Software AG. AAllll rriigghhttss rreesseerrvveedd..

60. Démarche d’implémentation
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61. General ALFABET approach
Roll Out time line (ideal type work packages)
Scoping Customizing Integration Roll Out
S1 S2 S3 S4 S5 S6 S7 S8
Système
prêt à l’utilisation
Configuration et Ajustements
Définition Support
Système
en production
Présentation
finale
Kick Off
Méthodologie et Concepts
Migration de données et saisie
Test
Formation
Organisation et structuration
1er niveau de support
Support de formation

62. ALFABET
Rôles projet
SPONSORS
Définition de la solution avec pour but de faciliter la promotion et
l‘adoption en interne.
Participants aux ateliers de
travail
Représentants des
départements concernés par le
projet pour une approche
coordonnée.
Urbanistes
Architectes
Gestionnaires projets
Gestionnaires financier
…
Définition des guideline pour les
données de référence (métier
ou IT) telles que Modèles des
domaines, Processus,
Organisation
Equipe IT
• Gestion des profiles utilisateurs, gestion des droits d‘accès à la
donnée (types d‘indicateurs, types de rôles, types de coûts,
etc…)
• Paramétrage et maintenance rapports, workflows et des liens
avec les autres systèmes.

63. General ALFABET approach
Roll Out modular – functional (Tetris approach)
Gestion de scénarios
Définition de projet et
mise en production
Gouvernance du
portefeuille
technologique
Synchronisation du
métier et de l’IT
Gouvernance du
portefeuille applicatif
63
Organisation A
Fonctionnalités
Programme
de transition
Corporate
Corporate
Planifié
Implémenté
Option
Gestion de la
demande
Programme
de transition
Projet
Processus
Organisation E
Organisation E
Organisation E
Organisation E
Organisation E
Organisation D
Organisation D
Organisation B
Organisation B

64. Conclusion

65. Apports de la Solution
Un cockpit de pilotage dynamique du
Shéma Directeur
Une vision intégrée des dimensions
Architecture d’Entreprise, Projet, Métier, Finance
Une communication objective
pour les échanges entre la DSI, les métiers, la
direction financière et le COMEX
Un optimisation des dépenses d’exploitation (OPEX)
pour dégager des capacités d’investissement
(CAPEX)

66. Prochaines étapes possibles ?
• Présentations de la solution au sein de votre organisation
• Réalisation d’une démonstration personnalisée avec vos données
(quelques jours)
• Définition d’un périmètre et première mise en oeuvre de la solution
(2 à 3 mois)
Mode « cloud » ou « On-premise »

67. Q A