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Human Resources & Info Tech:
 A Marriage Made in Heaven?



               November 2010
C/D/H Quick Facts



About Us                Approach           Partnerships
• 20th Year             • Vendor Neutral   •   Microsoft Gold
• Grand Rapids &        • Non-reseller     •   VMware Enterprise
  Royal Oak             • Professional     •   Cisco Premier
• 25 Full Time Staff,     Services Only    •   Citrix Partner
  40 Total Staff                           •   Novell Platinum
Expertise
Project Management     Infrastructure            P
                                                 I
                                                 C
                                                 A




Collaboration          Access & Identity Management
Agenda

• Why identity management?
• What is identity management?
• Overview of identity
  management system/solutions
• Typical implementation approach
• Case Studies
• Q & A session
Why Identity Management?

• Faster startup and shortened time to
  productivity for new personnel
• Reduced man-hours required for
  personnel updates
• Passwords synchronized across all
  connected systems
• Get IT out of the business of managing
  users, roles, and permissions. Delegated
  to business-line managers
Why Identity Management?

• Offboarding completed quickly, confidentially,
  and completely
• Quickly disable/delete access across all
  systems
• Changes to employee accounts are tracked,
  auditable, and reportable
• IT finally getting my information correct
  everywhere (name change, role change,
  location change)
• HR system becomes accepted “Authoritative
  Source” across the enterprise
What is an IDM System?


A system – processes, rules,
applications, and services - that
coordinates identity information
held in disparate and scattered
data sources.
Which Means……

• IDM is primarily software implemented by IT
  that connects your HR software to all the
  other applications that hold user
  identifications.
• Identity systems synchronize information
  between the dozens of systems in your
  company that know nothing about each other.
• Identity systems use a central “hub” or vault
  to store and synchronize identities.
Systems Where Identity is Stored and
            Where Identity Systems Connect

   JD Edwards      PeopleSoft         SAP             ADP Payroll
   Active          Lawson             Informix        Oracle
    Directory       ZENworks           Dynamics         Financials
   NT Domains      Secure Login       AIX             Netegrity
   Outlook                                              RACF
                    Chronos            Red Hat
   Exchange                                             ACF/2
                    iPlanet            SuSE
   GroupWise
                    Secureway          Solaris         HP UX
   Notes
                    Critical Path      Debian          Tibco
   LDAP
                    DirX               x.500           WebLogic
   Text
   JDBC            Oracle             Banner          JD Edwards
   DB2             Sybase             Oracle HR       In-Join
   Websphere       MySQL              Cisco VoIP      Policy Director
    MQ              Excel              RSA ACE         RADIUS
Authoritative Sources

• HR system may be authoritative for the users
  themselves, but not for all parts of a user
• Email systems are authoritative for email
  address, feedback into HR and other systems
• Phone system authoritative for phone
  extensions
• Peoplesoft system may be authoritative for
  cost centers.
The identity vault is the hub of
         information
Identity System




   Identity System
What is an Identity Vault?




           Logon Name
           E-mail alias
           Cost Center
             Manager
           Employee #




         Identity Vault
Providing Consistent Identity Information




Dan Clay
                 Common Name

                               Identity Vault



              Dan Clay
Employee
            Onboarding




  NOS
Directory
Managing Changes to
                   Title = Director
                                                  Identity Information



                                                         Title = Director
Title = Director




                                                        Metadirectory




                              Title = Director
Employee Offboarding




  NOS
Directory
IDM Project Success Criteria

• Secure executive-level sponsor & a strong
  project manager
• Identify benefits, risks, scope, technical
  requirements, talent needed, etc.
• Define business rules (authoritative sources,
  precedence, other)
• Plan for data clean up and/or bulk load
  strategies
• Configure, test, pilot, and deploy identity
  system
Common Project Mistakes

• IT goes around HR and doesn’t start with the
  authoritative source
• Attempting to do a bottom-up implementation (IT
  driven, not executive sponsored)
• Hiring and firing process not well documented
  prior to starting
• Not having IDM experienced & professional
  project management
• Trying to synchronize too many applications in the
  first phase
• Not synchronizing enough – not driven by good
  sound business drivers
Identity Management Vendors

•   Computer Associates
•   IBM
•   Microsoft
•   Novell
•   Oracle/Sun
Vendor Comparison
Regional Hospital


• 2,500 Employees
• Identity Vault
Concept
• Synchronized
Passwords
• Supports future
application
integration
National HealthCare Provider



• 36,000 Identities
• Active Directory
Consolidation
• NetWare Only As
the Vault
• Over 42 Applications
Integrated into Vault
Global Insurance Co.



• 2,000 Identities
• Vault to Vault
Connectors
• Complete Test
Environment
• Drivers to Support over
18 applications
Local Regional University


• 4,000 Faculty, 16,000
Students, 67,000 alumni
• Foundation for
connecting all new
systems
• Support of Student and
Faculty Portals (alumni
under development)
• Password self-services
implemented
Thank You

Royal Oak                                  Grand Rapids
306 S. Washington Ave.                     15 Ionia SW
Suite 212                                  Suite 270
Royal Oak, MI 48067                        Grand Rapids, MI 49503
p: (248) 546-1800                          p: (616) 776-1600




                www.cdh.com
                  (c) C/D/H 2007. All rights reserved

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Human Resources & IT: A Marriage Made in Heaven?

  • 1. Human Resources & Info Tech: A Marriage Made in Heaven? November 2010
  • 2. C/D/H Quick Facts About Us Approach Partnerships • 20th Year • Vendor Neutral • Microsoft Gold • Grand Rapids & • Non-reseller • VMware Enterprise Royal Oak • Professional • Cisco Premier • 25 Full Time Staff, Services Only • Citrix Partner 40 Total Staff • Novell Platinum
  • 3. Expertise Project Management Infrastructure P I C A Collaboration Access & Identity Management
  • 4. Agenda • Why identity management? • What is identity management? • Overview of identity management system/solutions • Typical implementation approach • Case Studies • Q & A session
  • 5. Why Identity Management? • Faster startup and shortened time to productivity for new personnel • Reduced man-hours required for personnel updates • Passwords synchronized across all connected systems • Get IT out of the business of managing users, roles, and permissions. Delegated to business-line managers
  • 6. Why Identity Management? • Offboarding completed quickly, confidentially, and completely • Quickly disable/delete access across all systems • Changes to employee accounts are tracked, auditable, and reportable • IT finally getting my information correct everywhere (name change, role change, location change) • HR system becomes accepted “Authoritative Source” across the enterprise
  • 7. What is an IDM System? A system – processes, rules, applications, and services - that coordinates identity information held in disparate and scattered data sources.
  • 8. Which Means…… • IDM is primarily software implemented by IT that connects your HR software to all the other applications that hold user identifications. • Identity systems synchronize information between the dozens of systems in your company that know nothing about each other. • Identity systems use a central “hub” or vault to store and synchronize identities.
  • 9. Systems Where Identity is Stored and Where Identity Systems Connect  JD Edwards  PeopleSoft  SAP  ADP Payroll  Active  Lawson  Informix  Oracle Directory  ZENworks  Dynamics Financials  NT Domains  Secure Login  AIX  Netegrity  Outlook  RACF  Chronos  Red Hat  Exchange  ACF/2  iPlanet  SuSE  GroupWise  Secureway  Solaris  HP UX  Notes  Critical Path  Debian  Tibco  LDAP  DirX  x.500  WebLogic  Text  JDBC  Oracle  Banner  JD Edwards  DB2  Sybase  Oracle HR  In-Join  Websphere  MySQL  Cisco VoIP  Policy Director MQ  Excel  RSA ACE  RADIUS
  • 10. Authoritative Sources • HR system may be authoritative for the users themselves, but not for all parts of a user • Email systems are authoritative for email address, feedback into HR and other systems • Phone system authoritative for phone extensions • Peoplesoft system may be authoritative for cost centers.
  • 11. The identity vault is the hub of information
  • 12. Identity System Identity System
  • 13. What is an Identity Vault? Logon Name E-mail alias Cost Center Manager Employee # Identity Vault
  • 14. Providing Consistent Identity Information Dan Clay Common Name Identity Vault Dan Clay
  • 15. Employee Onboarding NOS Directory
  • 16. Managing Changes to Title = Director Identity Information Title = Director Title = Director Metadirectory Title = Director
  • 17. Employee Offboarding NOS Directory
  • 18. IDM Project Success Criteria • Secure executive-level sponsor & a strong project manager • Identify benefits, risks, scope, technical requirements, talent needed, etc. • Define business rules (authoritative sources, precedence, other) • Plan for data clean up and/or bulk load strategies • Configure, test, pilot, and deploy identity system
  • 19. Common Project Mistakes • IT goes around HR and doesn’t start with the authoritative source • Attempting to do a bottom-up implementation (IT driven, not executive sponsored) • Hiring and firing process not well documented prior to starting • Not having IDM experienced & professional project management • Trying to synchronize too many applications in the first phase • Not synchronizing enough – not driven by good sound business drivers
  • 20. Identity Management Vendors • Computer Associates • IBM • Microsoft • Novell • Oracle/Sun
  • 22. Regional Hospital • 2,500 Employees • Identity Vault Concept • Synchronized Passwords • Supports future application integration
  • 23. National HealthCare Provider • 36,000 Identities • Active Directory Consolidation • NetWare Only As the Vault • Over 42 Applications Integrated into Vault
  • 24. Global Insurance Co. • 2,000 Identities • Vault to Vault Connectors • Complete Test Environment • Drivers to Support over 18 applications
  • 25. Local Regional University • 4,000 Faculty, 16,000 Students, 67,000 alumni • Foundation for connecting all new systems • Support of Student and Faculty Portals (alumni under development) • Password self-services implemented
  • 26. Thank You Royal Oak Grand Rapids 306 S. Washington Ave. 15 Ionia SW Suite 212 Suite 270 Royal Oak, MI 48067 Grand Rapids, MI 49503 p: (248) 546-1800 p: (616) 776-1600 www.cdh.com (c) C/D/H 2007. All rights reserved