SEI

1. Digital experience and transformation
Innovative SEI Wealth
Platform uses Dynatrace
to drive product roadmap
#Perform2

2. www.seic.com/wealthplatform
SEI’s
Innovative SEI Wealth Platform
uses Dynatrace to drive
product roadmap
January 30th 2018

5. © SEI 2018
Experience Continuum › Advisers, Admins, and Clients
5
Client Proposal
Advisor Experience
Communications
Client Experience
Advanced Client Communications
End Investor Statements
SEI Total Wealth

6. © SEI 2018 6
SWP Development (Transparency & Stakeholders participation)
Business & Architectural Epics
Epic Owners
(Clients, Market Units,
Operations, Product
Management)
EPIC
13 Week Release Cycle
Actionable Features &
Acceptance Criteria
Product Managers
(Solution Teams)
FEATURES
Production
Release
Management
RELEASE
Executive Oversight
Portfolio Management – Investment Themes – Cross Team Steering Committee
SPRINT SPRINT SPRINT SPRINT SPRINT HARDENING
SPRINT
Post Development
Week
1
Week
2 & 3
Week
4
Week
5
Week
6
Week
7
Week
8
Week
9
Week
10
Week
11
Week
12
Week
13
Weeks
14 - 22
Demo Demo Demo Demo
Mid-PS Ceremony
Release Planning
Ceremony
Stories
Product Owner
Developers
Scrum Master
Testers
CODE
Inspect & Adapt
Ceremony
Deployment
Client participation
- Requirement
definition/validation
- Sprint Demo and
- UAT

7. © SEI 2018
Abusing Dynatrace › Trends, Analysis, & Product Management
7
thousands of functions,
features, and actions tagged
for tracking and analysis in
Dynatrace

8. © SEI 2018 8
200 custom
dashboards
170+ measures
150 business
transactions

9. © SEI 2018 9

10. © SEI 2018 10
50 million
transaction per
month
5000
daily active users

11. © SEI 2018 11
150 active
synthetics tests 2 million
business
functions tested
each month
Client experience
measured against
top 10
competitors

12. Shift Left on Performance

13. © SEI 2018 13
SEI Wealth Platform › Performance
› Support performance validation as part of every
major platform release
› Identify and maintain a baseline for end to end
performance of business processes and response
time for frequently used Platform screens
› Conduct SEI Wealth Platform scalability testing
› Provide SEI Wealth Platform Statement of
capability and continuous improvement to address
stakeholders requirements
Component
Development
Development
Integration
Testing
Quality
Assurance
Trials &
Business
Validation
Production
Performance
Engineering
Production
Validation
Perform testing of code &
infrastructure in an environment with
production workloads and variables.
Shift-Left
Performance

14. 14
The Support Challenge

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16. © SEI 2018 16

17. 17
SEI Wealth Platform › The Support Challenge
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0.5
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Mean Time To Resolution

18. © SEI 2018
SEI Wealth Platform › Dynatrace Users
Solutions Teams
Product Managers
Design Teams
Developers
Performance Engineering
Business Triage
18
Technical Operations
Relationship Teams
App Support
Release Train Leads
Management Teams
300 Dynatrace
users and
growing
50+ scheduled
reports

19. 19
SEI Wealth Platform › Dynatrace
Small US Bank Mid-Sized US Bank IMS Manager
Synthetics User Experience
Feature Analysis
User Behavior Modeling
Product & Service Usage
AppMon
Pro-Active Analysis
Performance Trends
User Experience Benchmarks
Availability Analysis
Deep Performance Analysis
Transaction Analysis
Transaction Reporting
Financial Transaction Reporting
Client Usage
Cost Accounting

20. 20
Contact:
Martin Breslin
mbreslin@seic.com
@netmart
Questions?

21. Thank you