Whether it’s to drive cost savings, improve mobility and collaboration across the workforce or achieve greater scalability, enterprises globally are embracing cloud strategies to drive value into their organisations. But how can financial organisations make the cloud work for them and what, in a highly regulated market, are the security, compliance and cultural considerations? This seminar will provide attendees with an overview of how a cloud-first strategy can transform the way people work.
5. CONFIDENTIAL
“The practice of using a network of remote servers hosted
on the Internet to store, manage, and process data, rather
than a local server or a personal computer.”
…you are not alone.
7. CONFIDENTIAL
The workplace is changing
• …and you need the cloud to keep up.
• Technology hasn’t kept pace with the way we want (and
need) to work.
• The social, mobile enterprise. We are consumers too.
• Legacy tools often slow productivity. Are you enforcing a
workstyle?
• Cloud services are changing this.
12. CONFIDENTIAL
Millennials
• The largest group to emerge since the baby boomers
• A very different outlook
• Hierarchies vs flat management
• Individual expertise vs team collaboration
• Social by nature
13. CONFIDENTIAL
The consumer employee
• Cloud [SaaS], Mobility & Data Analytics.
• The innate need to be social & collaborative means
employees are finding their own solutions. This is the
consumer employee.
• Cloud [SaaS] has allowed this to happen – employees
sourcing their own solutions.
14. CONFIDENTIAL
Ipsos MORI report on 2,000 UK and 2,000 US office
workers. Commissioned by Huddle in April 2013.
Existing enterprise tools aren’t working so
consumer tools have slipped into the
workplace.
Almost half of office workers
store work documents on
consumer cloud services, while
91 percent store, access, and
share via personal devices
15. CONFIDENTIAL
Shadow IT
• A consumer solution might be right for the individual, but
is it right for the business?
• Security concerns. Are you leaking IP, or even breaking
the law?
• Data silos exacerbate the problem and make version
control impossible.
• Mandated vs BYOA (bring your own application)
16. CONFIDENTIAL
Enterprise tools tick IT’s
boxes but are ugly,
unwieldy and struggle with
user adoption
SECURITY
Consumer file sharing
tools are easy to use but
lack security, compliance
and enterprise-grade
features
USABILITY
Choose security and adoption
21. CONFIDENTIAL
• Bid and proposal management
• Client portals and key account management
• Managing large projects and programs with 3rd parties
• Secure file sharing and working: board packs, audits,
investigations, regulatory filings
The leader in Professional Services
Trusted by 5 of top 8 global
advisory firms including KPMG, PwC,
Grant Thornton, Baker Tilly Int’l &
Deloitte. Key use cases include:
23. CONFIDENTIAL
Change management
• People are more difficult to change than technology.
• Cloud collaboration requires a different way of thinking.
• The dedication of an organization is often the most
significant factor.
24. CONFIDENTIAL
Who are the people involved in change?
Blockers
Sleepers
Champions
Preachers
High interestLow interest
LowinfluenceHighinfluence
Leaders
Do-ers
26. CONFIDENTIAL
Any cloud strategy must…
• Innovate for the business
• Renovate IT
• Save money
• Never focus on just one of these.
27. CONFIDENTIAL
Innovate for the business
• Behave like a start-up!
• “Rental” model should make it easier to innovate and
experiment.
• Scale – from pilot to production.
• …but not at the expense of compliance, security or
operational efficiency.
28. CONFIDENTIAL
Renovate IT
• Rapid, scalable, repeatable
• Low barrier to [SaaS] entry has driven user-led decision
making. IT mandated tools vs BYOA
• Understand portfolio of services at a functional level.
29. CONFIDENTIAL
Save money
• From capex to opex – but cloud services should not
equal commodity.
• Efficiency gains from standardization, automation,
consolidation.
30. CONFIDENTIAL
This is the digital
workplace
Ease of use - Mobile ubiquity - Social by nature - Secure in the cloud – Integrated -Trusted
32. CONFIDENTIAL
“
”
Our member firm client teams need important information at their
fingertips. We are always mindful of the legal requirements to
safeguard client information but just as critical is our need for these
teams to be able to respond to changing client needs immediately and
to collaborate in a safe and productive environment.
Gernot Hebestreit on Huddle for Key account management and client portals
CASE STUDY
33. CONFIDENTIAL
”
There are projects involving 16 member firms in 16 different countries
and everyone can login and instantly review and edit the latest version
of a document on their desktop, tablet or mobile. Huddle has
significantly improved efficiency and this ultimately means we can
now bid for more business. In fact, Huddle is a key reason we’ve won
some of our clients.
Paul Ginman on Huddle for key account management, bid process, client portals & internal projects
“
CASE STUDY
Editor's Notes
Problems:
Documents emailed back and forth
Lengthy email chains
Conflicting multiple file versions start to pile up
On-premise solutions too difficult
No control over file access
Result:
Time is wasted
Productivity suffers
External sharing stumbles
Security at risk
IT expense
The context is lost
So what does this lead to – well I think it leads to this problem
And that’s fine for some businesses – but probably not those in the regulated financial services sector. I know that these tools are being used and I know that employees are sharing confidential information through them. I also know that I have no access to those repositories which means I can’t audit them for data security or compliance.
And this highlights one of the key problems – balancing security and usability
You will compromise your success if you miss the balancing point. The enterprise needs to know where assets are, that it can be audited, and understand who is accessing it.
The end-users simply needs a simple, mobile experience across devices.
One thing we’re seeing is that this isn’t just about dropping in new tools, it’s about a wider shift to the digital workplace – that’s important because of the changing expectations of employees.
Commentators really starting to talk about the new generation of digital workplace tools.
Secure external collaboration
Securely share content with external partners
Reduce email: comments & version tracking
Simple permission settings to control access
Simple internal collaboration
Easily share content with global colleagues
One central place for files and comments
Assign tasks for projects and approve files
Unique workspace model
More than just a file and folder structure
A secure workspace to share files, tasks, comments, approvals, each with notification stream
Easy to organize by team, project, or external partner relationship
Can create a workspace in 3 clicks