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The Cloud Adoption Program for Financial Services

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Cloud Technology Partners’ (a premier consulting partner and part of APN) practice leader Robert Christiansen provides an overview of why Financial Services organizations are looking to migrate to the cloud and the kinds of benefits current adopters are realizing. In this presentation, he outlines best practices, which include alignment workshops, decision-making processes, cloud business office, inclusive business case, dependency discovery, solutions iterations, security assessments, continuous governance, automation and validation, and preparation for migration at scale.

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The Cloud Adoption Program for Financial Services

  1. 1. © 2016 Cloud Technology Partners, Inc. 1 The Cloud Adoption Program for Financial Services Best practices along the journey to cloud.
  2. 2. © 2016 Cloud Technology Partners, Inc. 2 • Leads the Cloud Adoption Program Global Practice • 30+ years of IT experience with 10 in public and private cloud robert.christiansen@cloudtp.com @Rbchristiansen Introduction Robert Christiansen Vice President, Cloud Adoption Practice Lead at CTP
  3. 3. © 2016 Cloud Technology Partners, Inc. 3 Trusted advisor for enterprises moving to the cloud. • Experts in mission-critical application development. • Experts in enterprise cloud and work closely with AWS, Google, Microsoft, OpenStack, and others. • No one is more cloud-focused, attentive, and capable than CTP. 300+ enterprise and midmarket cloud projects. All challenging. All successful. Fortune 500 clients. Financial, industrial, tech, others. Recognized for our cloud capabilities and success. Proven, qualified, certified. Who is Cloud Technology Partners? CTP is the premier cloud services and software company for enterprises moving to AWS.
  4. 4. © 2016 Cloud Technology Partners, Inc. 4 Let’s Start with “Why”
  5. 5. © 2016 Cloud Technology Partners, Inc. 5 Why Are You Here? 1) I want to understand how to move to AWS safely.
  6. 6. © 2016 Cloud Technology Partners, Inc. 6 2) I want to understand the economics of this change. Why Are You Here? Data Center Costs • Hardware and networking costs • Downtime costs (planned and unplanned) • Upgrades cost • SLA penalties • Deployment cost • Operational support cost (day-to-day operations) • Performance costs • Cost of selection of the vendor software • Requirements analysis cost • Developer, admin and end-user training cost • Application designs and development costs • Cost of integration with other systems • Quality, user acceptance and other testing costs • Application enhancement and bug fixes cost • Replacement costs • Cost of other risks (including security breaches) 10% 90%
  7. 7. © 2016 Cloud Technology Partners, Inc. 7 3) I want to protect and accelerate our competitive advantage. Why Are You Here?
  8. 8. © 2016 Cloud Technology Partners, Inc. 8 How Cloud is Being Used in the Financial Sector: Survey Report March, 2015 Why Financial Services are Adopting Cloud Flexible infrastructure capacity Reduced time for provisioning Reduction in TCO Reduced time to market / value Limited in-house technical and human resources Service value Flexible payment models (pay as you go) Mobility More advanced applications and updates Infrastructure Deployment Automation Better Security Broader reach / collaboration 68% 63% 57% 40% 29% 29% 28% 26% 24% 23% 19% 19%
  9. 9. © 2016 Cloud Technology Partners, Inc. 9 10 Best Practices on Your Journey to Cloud
  10. 10. © 2016 Cloud Technology Partners, Inc. 10 Alignment Workshops Not everyone is on the same page! Lessons Learned: 1. Get GRC involved early 2. Deeply involve all security teams 3. Know your blockers 4. Make Application Teams part of the process 5. Have a clear “WHY CLOUD?” message Best Practice #1 - Alignment Workshops Address the Fear, Uncertainty and Doubt Early
  11. 11. © 2016 Cloud Technology Partners, Inc. 11 Commitment is required. Lessons Learned: 1. Everyone must agree “Why Cloud” 2. Dedicate a team 3. Gain appropriate funding 4. Continue to educate GRC 5. Leverage your CBO as communication hub Best Practice #2 - Make a Decision Successful Cloud Initiatives Have a “Cloud First” Agenda Agree on Cloud First
  12. 12. © 2016 Cloud Technology Partners, Inc. 12 The move to the cloud touches many parts of the business. Governance is core to the CBO. Lessons Learned: 1. Ring-fence the team 2. Central point for decision clearing with SLAs 3. All stakeholders must have full or part time roles 4. Governance is key to CBO 5. Make communications a core function Best Practice #3 - Establish a CBO Establish a Cloud Business Office Cloud Business Office
  13. 13. © 2016 Cloud Technology Partners, Inc. 13 Understand the Economics Track and manage to financial KPIs. Lessons Learned: 1. Those who skipped economic studies lack the “firepower” to move their projects forward 2. Build an economic model up front 3. Refine your model with each iteration of your cloud 4. Involve finance early in the discussion 5. Automation of governance is critical to maintaining KPIs Best Practice #4 - Understand the Economics Perform TCO / ROI to Justify Business Case
  14. 14. © 2016 Cloud Technology Partners, Inc. 14 CMDB & tribal knowledge are not dependable. Lessons Learned: 1. Electronic discovery is required 2. Dependencies limit ability to move to cloud 3. Hybrid (on-prem to AWS) will exist and creates latency 4. Legacy thinking gets in the way Best Practice #5 - Discovery Dependency Discovery is Required Discovery
  15. 15. © 2016 Cloud Technology Partners, Inc. 15 Minimum Viable Cloud Start with a “financial services” MVCTM. Lessons Learned: 1. Start with a foundation on AWS 2. Leverage a financial services MVC 3. Work the organization’s muscles 4. Select a pilot app that is meaningful 5. Migrate the pilot to the MVC to work the system 6. Learn from the process and iterate Best Practice #6 - Establish a Minimum Viable Cloud (MVCTM) We Can Iterate Cloud Solutions
  16. 16. © 2016 Cloud Technology Partners, Inc. 16 Processes, roles, and technology are different in the cloud. Lessons Learned: 1. Assess against CSA / ISO 270XX standard 2. Start with a known secure cloud (MVC) reference architecture 3. Assess against a baseline 4. Find the gaps and plan for the remediations 5. Many existing toolsets may not make the trip Best Practice #7 - Security Assessment Know Where You Are Security Assessment
  17. 17. © 2016 Cloud Technology Partners, Inc. 17 We are able to provision complete systems in minutes. Strong governance is critical. Lessons Learned: 1. Dev teams are not good at policing resources 2. Automation is critical for continuous governance 3. Tagging standards are a must 4. Cloud governance is more than Operations 5. Leverage tools wherever possible 6. Financial controls are critical at scale Best Practice #8 - Continuous Governance Automation is Critical to Good Governance Continuous Governance
  18. 18. © 2016 Cloud Technology Partners, Inc. 18 Lessons Learned: 1. Teams aspire to automate everything 2. Learn best practices from App Dev teams 3. Educate all parties on new model of infrastructure 4. Reviews will be of code, not physical infrastructure 5. Use tools to validate and test configurations Best Practice #9 - Automate and Validate Infrastructure is Now Software - Control and Validate Deployment is automated. Insert controls and checkpoints to inspect before making a change Automate & Validate
  19. 19. © 2016 Cloud Technology Partners, Inc. 19 Lessons Learned: 1. Solid MVC and factory model is critical 2. Checkpoints, not automation, are required 3. Operations and governance must be in place - prior to mass migration 4. Control new services releases Best Practice #10 - Prepare for Migration @ Scale Migration @ Scale is the Goal - One App at a Time Migration @ Scale is hard. Movement is accomplished through a Factory Approach Factory
  20. 20. © 2016 Cloud Technology Partners, Inc. 20 Best Practice #10 - Migration at Scale Workbenches Phases 2 & 3 Phase 4 - Migration @ Scale Phase 5 - MSP App Assessment and MVC Build Migration @ Scale Workbench Paths REHOST REPLATFORM REFACTOR REPLACE RETIRE Applications Destination
  21. 21. © 2016 Cloud Technology Partners, Inc. 21 How Do We Make This Journey?
  22. 22. © 2016 Cloud Technology Partners, Inc. 22 Why do you need a Cloud Adoption Program? Without a solid framework, there is significant risk.
  23. 23. © 2016 Cloud Technology Partners, Inc. 23 The Cloud Adoption Program brings together the leading technology, service, and best practices to enable enterprises to quickly and more easily realize benefits of adopting cloud technology across their organization. Cloud Adoption Program for Financial Services What is the Cloud Adoption Program? “Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime.”
  24. 24. © 2016 Cloud Technology Partners, Inc. 24 A Comprehensive Approach to Enterprise Cloud Adoption 1 2 3 4 5 6 Strategy & Economics Executive Cloud Benefits, Objectives & Goals Cloud Readiness Assessment Organizational Alignment ROI / TCO Analysis Economic Models Security & Governance Security Controls and Assessment CSA/ISO Standards Security Technology Assessment Tools, Architectures Remediation & Implementation for a Secure Cloud Application Portfolio Assessment Portfolio Readiness Assessment AppVista Cloud Reference Architecture Capabilities Matrix Application Cloud Roadmap & Plans Application Migration Minimum Viable Cloud (MVC) POCs and Pilots Infrastructure Automation Hybrid Cloud Application Migration Factory DevOps DevOps Maturity Assessment DevOps Certification & Training DevOps Automated Services CloudOps Service Management Cloud Operational Model Governance, Billing, Chargeback, Audit, Logging, Escalation Organizational Playbooks Training 1 2 3 4 5 6 BUSINESS DRIVERS: ROI / TCO • Automation • Time to Market • Efficiency
  25. 25. © 2016 Cloud Technology Partners, Inc. 25 The Cloud Adoption Program (CAP) • Fosters success through collaboration • Iterative agile framework and methodology • Broad perspective addressing key stakeholder needs ● Promotes fundamental change across your firm ● Rapid Results – Minimum Viable Cloud (MVC) ● Automation ensures highly repeatable processes CAP provides the best technology, practices, and learnings for enterprise-wide cloud adoption. PHASE 4: MIGRATE PHASE 2: ASSESS & PLAN PHASE 5: OPERATE PHASE 1: WORKSHOP PHASE 3: BUILD People - Process - Technology
  26. 26. © 2016 Cloud Technology Partners, Inc. 26 A Comprehensive Approach to Enterprise Cloud Adoption 1 2 3 4 5 6 Strategy & Economics Security & Governance Application Portfolio Assessment Application Migration DevOps CloudOps 1 2 3 4 5 6 BUSINESS DRIVERS: ROI / TCO • Automation • Time to Market • Efficiency WORKSHOP PLAN BUILD MIGRATE OPERATE
  27. 27. © 2016 Cloud Technology Partners, Inc. 27 Next Actions
  28. 28. © 2016 Cloud Technology Partners, Inc. 28 Next Actions Start Assessments Now! ● Application and Economic Assessments ● Security Controls and Technology Assessment Establish Your CBO ● Cloud Leader / Operations ● Business Unit / Security ● Architect and Engineer Build MVC and Pilots ● Select Pilots and Use Cases that Matter ● Exercise Organizational Muscles Repeat the CAP Workshop Over and Over ● Build Alignment and Clear Any FUD 21 3 4
  29. 29. © 2016 Cloud Technology Partners, Inc. 29 Boston Headquarters 263 Summer Street Fourth Floor Boston MA, 02210 Contact 617.674.0874 info@cloudtp.com www.cloudtp.com Robert Christiansen robert.christiansen@cloudtp.com Questions?