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End User Computing Solutions
for Financial Services
Muthu Somasundaram, VMware
Erick Stoeckle, Northrim Bank
EUC5813
#EUC5813
22
Financial Services Transformation
Cost Reduction Time to Market Mobilization Automation
Forcing End-User Computing Change
33
Top Investments Planned in FY2013 – Financial Services
Source: Gartner March 2013; Financial Services CEO and Business Executives Survey
Top technology-
related investments
in FY2013
44
51%
49%
38%
35%
34%
29%
28%
27%
26%
25%
24%
23%
18%
18%
16%
IT can expedite deployment of new apps/services
Do more w/ current IT staff
Faster T2M for new services
IT can facilitate innovation & pilot projects
Rapid provisioning of end users on any device
Improved customer satisfaction
End users can access apps from anywhere
Better partnership between IT & business
Complete set of config, perform & capacity mgt tools
Better able to provide IT capacity during high volume
Ability to chargeback IT services
Standards for building apps deployed on virt environment
End users can self-provision services
Securely move services across public/private infrastructure
Able to use IT to create new revenue streams
4
Top 15 Benefits Sought
N = 101
Customers from the financial
services industry want to:
VMware Survey – Tech Validate, Blind Survey, Oct 2012 – Sample = 101
 Expedite deployment of new apps and services
 Do more with their current IT staff
 Improve access
Financial Services Customers Seek Efficiency
55
Business and Technology Transformation Are Connected
Industry & Infrastructure Transformation
Data/Application Transformation
Consumption & Delivery Transformation
Legacy Apps SaaS Apps/Services AnalyticsNew Apps
IT Today IT Tomorrow
66
Journey to Modernize Desktops and Applications
1980-? 2010-15
Complex & Brittle
Information &
App Silos
Industry Infrastructure Technology Transformation
Secure,
Universal
Access to
Information
We must be able to adopt the cloud in a non-disruptive
and evolutionary way
Client/Server Apps
Fully Loaded
Desktop
Hybrid Legacy/SaaS
Any Device
Secure Collaboration
77
Financial Services – Key Business Drivers*
* Source: IDC Financial Insights Predictions 2013
Reduce costs
and increase
efficiency
Time to market
too slow for new
products and
functionality
Security and data loss
prevention in the
mobile realm
Compliance to
financial industry
regulations
Tackling the risks
and opportunities
with “mobility”
Mergers and acquisitions,
requiring IT teams to
quickly integrate new
firms into the organization
Service availability
88
VMware EUC Financial Services Industry Solutions
 Support business continuity planning
for desktops and applications
 Eliminate re-write of applications
 BYOD support
 Seamlessly migrate to Windows 7
 Enhanced security and compliance
 Empower workforce and improve retentivity
Branch Office DesktopAlwaysOn Workplace
 Support all retail bank and wealth
management branches
 Extend operational excellence
to branches
 Disaster recovery and business
continuity
 Centralized management
of infrastructure
99
VMware AlwaysOn Workplace Solution
1010
Wealth Management
Advisors
Insurance Agents
Executives
Claims Adjustors
Key User Profiles for AlwaysOn Workplace Solution
1111
Must-Haves for Our Target User Profiles
Security
 Generic or auto login, shared passwords
are not compliant
 Must be lightweight yet strong
Mobility
 Highly mobile workforce needs workspace that
must roam – on or off premise
 Device agnostic
Availability
 Desktops in the cloud demand continuous service
 Planned or unplanned downtime not acceptable
for customer-facing employees
1212
First Step – Deliver Desktops and Apps as a Managed Service
Persona
Applications
Operating System
Centralize
Management
Aggregate
Apps To Single
Workspace
Display to
Any Device
A Managed Service Model with
VMware View and ThinApp
1313
All Apps Available from Single Desktop
1414
VMware AlwaysOn™ Workplace Solution Design
http://www.vmware.com/files/pdf/solutions/VMware-AlwaysOn-Solution-Datasheet.pdf
• Tested / Validated
• Multi-Path
• Constant Replication
• End-to-End Redundancy
• Stateless Desktop
• Support BYOD and
Session Persistence
Across Subnets
User
authenticates
and connects
to Site A
Site A Fails
User’s View
Session
Drops/Fails
User re-
authenticates
User is
automatically
connected to
Site B
1515
AlwaysOn Workplace Considerations
 Identify and start with the right use cases
 Take advantage of low cost architectures (Horizon View vFastTrack
architecture)
 Understand “Content Creation” and “Content Consumption” user
profiles and select the technology (Horizon View, Horizon
Workspace and Horizon Mirage) to enable users to be highly
productive.
1616
Benefits of AlwaysOn Workplace
Supports
unbounded
mobility
of the
end user
Secure and
compliant
workplace,
since data
and desktops
never leave
the
datacenter
“Non-stop”
service
availability
Delivers the
“last mile”
in availability
and business
continuity
Transforms
desktops into
appliance-grade
devices with
complete
support for
VoIP, video
and unified
communications
Leverages
infrastructure
of private
cloud
1717
VMware Branch Office
Desktop Solution
1818
Key Use Cases for Branch Office Desktop Solution
Wealth Management
Offices
Retail Bank
Branches
1919
Must-Haves for Branch Offices
Security
 Must be lightweight yet strong
Localized Execution
 The user experience must be on par with local
desktops at the branches
Centralized Management
 Give IT the ability to manage all the branch
infrastructure from one single location
2020
Branch Offices – Models
• Many servers local
• Low reliance on WAN
• Complexity, high cost
• Service guarantees
Datacenter/
Cloud
Branch
Office
• No local servers
• Full reliance on WAN
• Simplicity, low cost
• No service guarantees
Serverless Branch
Datacenter/
Cloud
WAN/Internet
Branch
Office
Datacenter/
Cloud
WAN/Internet
Branch
Office
• 1–2 local servers
• Full reliance on WAN
except for mission-
critical applications
WAN/Internet
Lean Branch Full-Service Branch
2121
Branch Office Desktop Solution Options
Availability
Low-touch IT
in the branch
Central image
management
Local execution
across the WAN
Horizon View +
Riverbed / Cisco
Management Performance
Availability
Fast DR and
image recovery;
Low-touch IT
in the branch
Central image
management
Local execution
Management Performance
Horizon View +
Mirage
2222
Branch Office Desktop Solution with Horizon Mirage
 Local performance with fast
application response times
across the WAN to enhance
end-user productivity
 Streamlined remote image
management for physical
endpoints and virtual clients
to deliver just-in-time desktops
and drive down operational costs
 Centralized data management
with policy-driven access for
enhanced data security and
compliance
2323
Branch Office Desktop Solution with Riverbed
True local performance
Benefits
VIRTUAL DESKTOPS
VMware
View Manager
WAN
Steelhead EX + Granite Steelhead
Granite
Core
 Use Granite to “project” VDI VMs
to the branch
 Continue to get the benefits of VDI
 Desktops are still in the datacenter
from a storage, management,
patching & security perspective
 VDI on the LAN, not the WAN
 WAN bandwidth significantly reduced -
no need to be sized for VDI
 Lower SAN IOPS requirement
 Read/Write bursts absorbed locally
 SAN sees trickled writes and
a few reads
2424
Benefits of Branch Office Desktop Solution
WAN
Resiliency:
No
dependency
on WAN
connectivity
or latency
Local
Execution:
View sessions
execute over
local LAN
Support for
peripherals
at LAN speed,
with full support
for VoIP, video
and unified
communications
Centralized
Management
via Horizon
View and
Horizon Mirage
Leverages
infrastructure
of private
cloud
2525
VMware vSphere
EUC Solutions Build Upon the Private Cloud Foundation
Storage Compute Network Desktops Applications
Financial IT Services
2727
Northrim Bank – Success Story
with VMware Horizon View
2828
Northrim Bank
 Business Drivers for VDI
• Simplicity for business continuity
• Centralized management
• Secure mobility through VMware View and mobile devices
 Business Drivers Cisco UCS E-Series blades (“Branch in a Box”)
• Consolidation of devices, lower power and cooling costs
• Consolidation of management for devices
• Lower number of physical connections but has same redundancy.
• Support for branch devices are consistent with same vendor and covers
hardware and software including VMware Hypervisor support
• Low latency for USB redirected devices on premise vs. over WAN
• Multiple Cisco routers and UCS E-Series blades per remote site for vMotion /
vSAN redundancy
• Unified Communications options within virtualized branch
2929
Northrim Bank
Branch Redundancy Deployment
Hypervisor
iLIO
Cisco ISR / UCS E-Series
Hypervisor
iLIO
Sync
MPLS - Primary Internet - Secondary
Primary
Datacenter
Secondary
Datacenter
Cisco ISR / UCS E-Series
3030
Northrim Bank
 Best Practices and Lessons Learned
• Baseline your solution utilizing Login VSI to know your boundaries
• iLIO provides lower latency and higher IO on local storage. These lower
attributes also lower CPU wait time and per VM CPU was able to be reduced
to 1 with the same end-user response experience.
• Plan for VPC growth, a better end-user experience is contagious
• Have a Business Continuity Plan for VPCs either local or remote, preconfigure
the pools and train users
• USB redirect is latency sensitive ensure QoS stability for USB redirection over
the WAN. (TCP/4172 bi-directional)
• USB redirect can/will disconnect if the “Allow the computer to turn off this
device to save power” is enabled on USB root hub on local workstation
3131
Resources
 ROI/TCO Calculator http://roitco.vmware.com/vmw/
 AlwaysOn Workplace Solution Website: http://www.vmware.com/always-on-
desktop/overview
 Branch Office Desktop Solution Website: http://www.vmware.com/remote-
branch/remote-branch-office
 Horizon View vFastTrack Partner Architectures:
http://www.vmware.com/products/horizon-view/vmware-horizon-view-vfast-
reference-architectures
3232
Other VMware Activities Related to This Session
 HOL:
HOL-MBL-1301
Horizon View from A to Z
 Group Discussions:
EUC1002-GD, EUC1003-GD
Overall EUC with Scott Davis or John Dodge
THANK YOU
End User Computing Solutions
for Financial Services
Muthu Somasundaram, VMware
Erick Stoeckle, Northrim Bank
EUC5813
#EUC5813

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VMworld 2013: End User Computing Solutions for Financial Services

  • 1. End User Computing Solutions for Financial Services Muthu Somasundaram, VMware Erick Stoeckle, Northrim Bank EUC5813 #EUC5813
  • 2. 22 Financial Services Transformation Cost Reduction Time to Market Mobilization Automation Forcing End-User Computing Change
  • 3. 33 Top Investments Planned in FY2013 – Financial Services Source: Gartner March 2013; Financial Services CEO and Business Executives Survey Top technology- related investments in FY2013
  • 4. 44 51% 49% 38% 35% 34% 29% 28% 27% 26% 25% 24% 23% 18% 18% 16% IT can expedite deployment of new apps/services Do more w/ current IT staff Faster T2M for new services IT can facilitate innovation & pilot projects Rapid provisioning of end users on any device Improved customer satisfaction End users can access apps from anywhere Better partnership between IT & business Complete set of config, perform & capacity mgt tools Better able to provide IT capacity during high volume Ability to chargeback IT services Standards for building apps deployed on virt environment End users can self-provision services Securely move services across public/private infrastructure Able to use IT to create new revenue streams 4 Top 15 Benefits Sought N = 101 Customers from the financial services industry want to: VMware Survey – Tech Validate, Blind Survey, Oct 2012 – Sample = 101  Expedite deployment of new apps and services  Do more with their current IT staff  Improve access Financial Services Customers Seek Efficiency
  • 5. 55 Business and Technology Transformation Are Connected Industry & Infrastructure Transformation Data/Application Transformation Consumption & Delivery Transformation Legacy Apps SaaS Apps/Services AnalyticsNew Apps IT Today IT Tomorrow
  • 6. 66 Journey to Modernize Desktops and Applications 1980-? 2010-15 Complex & Brittle Information & App Silos Industry Infrastructure Technology Transformation Secure, Universal Access to Information We must be able to adopt the cloud in a non-disruptive and evolutionary way Client/Server Apps Fully Loaded Desktop Hybrid Legacy/SaaS Any Device Secure Collaboration
  • 7. 77 Financial Services – Key Business Drivers* * Source: IDC Financial Insights Predictions 2013 Reduce costs and increase efficiency Time to market too slow for new products and functionality Security and data loss prevention in the mobile realm Compliance to financial industry regulations Tackling the risks and opportunities with “mobility” Mergers and acquisitions, requiring IT teams to quickly integrate new firms into the organization Service availability
  • 8. 88 VMware EUC Financial Services Industry Solutions  Support business continuity planning for desktops and applications  Eliminate re-write of applications  BYOD support  Seamlessly migrate to Windows 7  Enhanced security and compliance  Empower workforce and improve retentivity Branch Office DesktopAlwaysOn Workplace  Support all retail bank and wealth management branches  Extend operational excellence to branches  Disaster recovery and business continuity  Centralized management of infrastructure
  • 10. 1010 Wealth Management Advisors Insurance Agents Executives Claims Adjustors Key User Profiles for AlwaysOn Workplace Solution
  • 11. 1111 Must-Haves for Our Target User Profiles Security  Generic or auto login, shared passwords are not compliant  Must be lightweight yet strong Mobility  Highly mobile workforce needs workspace that must roam – on or off premise  Device agnostic Availability  Desktops in the cloud demand continuous service  Planned or unplanned downtime not acceptable for customer-facing employees
  • 12. 1212 First Step – Deliver Desktops and Apps as a Managed Service Persona Applications Operating System Centralize Management Aggregate Apps To Single Workspace Display to Any Device A Managed Service Model with VMware View and ThinApp
  • 13. 1313 All Apps Available from Single Desktop
  • 14. 1414 VMware AlwaysOn™ Workplace Solution Design http://www.vmware.com/files/pdf/solutions/VMware-AlwaysOn-Solution-Datasheet.pdf • Tested / Validated • Multi-Path • Constant Replication • End-to-End Redundancy • Stateless Desktop • Support BYOD and Session Persistence Across Subnets User authenticates and connects to Site A Site A Fails User’s View Session Drops/Fails User re- authenticates User is automatically connected to Site B
  • 15. 1515 AlwaysOn Workplace Considerations  Identify and start with the right use cases  Take advantage of low cost architectures (Horizon View vFastTrack architecture)  Understand “Content Creation” and “Content Consumption” user profiles and select the technology (Horizon View, Horizon Workspace and Horizon Mirage) to enable users to be highly productive.
  • 16. 1616 Benefits of AlwaysOn Workplace Supports unbounded mobility of the end user Secure and compliant workplace, since data and desktops never leave the datacenter “Non-stop” service availability Delivers the “last mile” in availability and business continuity Transforms desktops into appliance-grade devices with complete support for VoIP, video and unified communications Leverages infrastructure of private cloud
  • 18. 1818 Key Use Cases for Branch Office Desktop Solution Wealth Management Offices Retail Bank Branches
  • 19. 1919 Must-Haves for Branch Offices Security  Must be lightweight yet strong Localized Execution  The user experience must be on par with local desktops at the branches Centralized Management  Give IT the ability to manage all the branch infrastructure from one single location
  • 20. 2020 Branch Offices – Models • Many servers local • Low reliance on WAN • Complexity, high cost • Service guarantees Datacenter/ Cloud Branch Office • No local servers • Full reliance on WAN • Simplicity, low cost • No service guarantees Serverless Branch Datacenter/ Cloud WAN/Internet Branch Office Datacenter/ Cloud WAN/Internet Branch Office • 1–2 local servers • Full reliance on WAN except for mission- critical applications WAN/Internet Lean Branch Full-Service Branch
  • 21. 2121 Branch Office Desktop Solution Options Availability Low-touch IT in the branch Central image management Local execution across the WAN Horizon View + Riverbed / Cisco Management Performance Availability Fast DR and image recovery; Low-touch IT in the branch Central image management Local execution Management Performance Horizon View + Mirage
  • 22. 2222 Branch Office Desktop Solution with Horizon Mirage  Local performance with fast application response times across the WAN to enhance end-user productivity  Streamlined remote image management for physical endpoints and virtual clients to deliver just-in-time desktops and drive down operational costs  Centralized data management with policy-driven access for enhanced data security and compliance
  • 23. 2323 Branch Office Desktop Solution with Riverbed True local performance Benefits VIRTUAL DESKTOPS VMware View Manager WAN Steelhead EX + Granite Steelhead Granite Core  Use Granite to “project” VDI VMs to the branch  Continue to get the benefits of VDI  Desktops are still in the datacenter from a storage, management, patching & security perspective  VDI on the LAN, not the WAN  WAN bandwidth significantly reduced - no need to be sized for VDI  Lower SAN IOPS requirement  Read/Write bursts absorbed locally  SAN sees trickled writes and a few reads
  • 24. 2424 Benefits of Branch Office Desktop Solution WAN Resiliency: No dependency on WAN connectivity or latency Local Execution: View sessions execute over local LAN Support for peripherals at LAN speed, with full support for VoIP, video and unified communications Centralized Management via Horizon View and Horizon Mirage Leverages infrastructure of private cloud
  • 25. 2525 VMware vSphere EUC Solutions Build Upon the Private Cloud Foundation Storage Compute Network Desktops Applications Financial IT Services
  • 26. 2727 Northrim Bank – Success Story with VMware Horizon View
  • 27. 2828 Northrim Bank  Business Drivers for VDI • Simplicity for business continuity • Centralized management • Secure mobility through VMware View and mobile devices  Business Drivers Cisco UCS E-Series blades (“Branch in a Box”) • Consolidation of devices, lower power and cooling costs • Consolidation of management for devices • Lower number of physical connections but has same redundancy. • Support for branch devices are consistent with same vendor and covers hardware and software including VMware Hypervisor support • Low latency for USB redirected devices on premise vs. over WAN • Multiple Cisco routers and UCS E-Series blades per remote site for vMotion / vSAN redundancy • Unified Communications options within virtualized branch
  • 28. 2929 Northrim Bank Branch Redundancy Deployment Hypervisor iLIO Cisco ISR / UCS E-Series Hypervisor iLIO Sync MPLS - Primary Internet - Secondary Primary Datacenter Secondary Datacenter Cisco ISR / UCS E-Series
  • 29. 3030 Northrim Bank  Best Practices and Lessons Learned • Baseline your solution utilizing Login VSI to know your boundaries • iLIO provides lower latency and higher IO on local storage. These lower attributes also lower CPU wait time and per VM CPU was able to be reduced to 1 with the same end-user response experience. • Plan for VPC growth, a better end-user experience is contagious • Have a Business Continuity Plan for VPCs either local or remote, preconfigure the pools and train users • USB redirect is latency sensitive ensure QoS stability for USB redirection over the WAN. (TCP/4172 bi-directional) • USB redirect can/will disconnect if the “Allow the computer to turn off this device to save power” is enabled on USB root hub on local workstation
  • 30. 3131 Resources  ROI/TCO Calculator http://roitco.vmware.com/vmw/  AlwaysOn Workplace Solution Website: http://www.vmware.com/always-on- desktop/overview  Branch Office Desktop Solution Website: http://www.vmware.com/remote- branch/remote-branch-office  Horizon View vFastTrack Partner Architectures: http://www.vmware.com/products/horizon-view/vmware-horizon-view-vfast- reference-architectures
  • 31. 3232 Other VMware Activities Related to This Session  HOL: HOL-MBL-1301 Horizon View from A to Z  Group Discussions: EUC1002-GD, EUC1003-GD Overall EUC with Scott Davis or John Dodge
  • 33.
  • 34. End User Computing Solutions for Financial Services Muthu Somasundaram, VMware Erick Stoeckle, Northrim Bank EUC5813 #EUC5813