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Moving to the Cloud in Regulated Environments
A Value Engineering Approach
Dale Curtis - President
Laboratory Informatics Summit 2016
Enterprise workloads are rapidly moving
to the cloud …
“34% of enterprises will have 60%
or more of their applications on a
cloud platform within two years.”
Source: 451 Research: Beyond Infrastructure – Cloud 2.0
Signifies New Opportunities for Cloud Service Providers
(April 2015)
“By 2020, packaged software will shrink to 10% of new
enterprise installations. In 2012, 60% of SaaS providers
delivered services from do-it-yourself datacenters. By
2020, that number will be less than 50%. SaaS will begin
to “live” in the cloud.”
Source: IDC 50th Anniversary, Transformation Everywhere
But what about the lab?
What are the priorities?
Source: REPORT: Key trends, developments and solutions impacting the
industry and the speed of lab transformation across the world for 2016
Who took part:
The SmartLab Exchange 2016
It’s only a matter of time
before your enterprise
cloud adoption strategy
finds its way to the lab.
NOW IS THE TIME TO GET
STARTED.
ca
“The Cloud is more than ready for mission-critical
applications, but the majority of the applications
are not ready for the Cloud.”
-Les Pounder, Tech Journalist
….And the FDA’s lack of guidance on cloud
computing standards results in fear,
uncertainty and doubt.
MYTH. ALL APPS SHOULD MOVE TO THE CLOUD.
“Clearly, there are some use cases where there is a great fit. The cloud fits where value is
placed on flexibility and the business has the ability to consume and pay for only what is
needed when needed. However, not all applications and workloads benefit from the cloud.
Unless there are cost savings, moving a legacy application that doesn't change is not a good
candidate.”
-The Top 10 Cloud Myths, Gartner, October 2014
The Good News. Many apps (including laboratory apps)
can run in the cloud. It’s just a question of howmuch time
and howmany resources you’ll invest to get it there.
#1. You need a strategy and plan.
#2. That plan needs to drive value.
Changing our mindset
• This requires a mindset shift away from being overly
fearful of regulatory demands to proactively seeking
ways – like cloud solutions ‐ to drive quality.
• Migrating services to cloud solutions does contain
regulatory risk, if done incorrectly. Although
operations are outsourced, the responsibility and
accountability for GxP compliance remains with the
life sciences company.
Bottom Line: Quality is an investment, and
cloud computing done right can
create a sustainable competitive
advantage.
Benefits of the Cloud for the Lab
• R&D and compliance functions can gain
tremendously from the integration of cloud‐based IT
and data solutions.
• The impacts of developing these efficiencies through
cloud solutions typically include better cost controls,
faster cycle times, and increased data access. And
in the long run, this drives reduced regulatory
friction.
Gartner’s Five
Key Migration
Paths
Refactor for PaaS
Rehost on IaaS
Rebuild on PaaS
Replace with SaaS
Revise for IaaS
Identify migration goals
Cloud Migration Decision
Framework
Gather requirements and
constraints
Filter out alternatives based on
evaluation criteria
Prioritize migration goals and
match with remaining
alternatives
Assess provider quality of
service and interaction cost
implications
Gartner’s Five Migration Paths
Another must-have: An Integrated
Enterprise Architecture Strategy and
Framework
How do We Find Our Way?
Value Engineered Roadmap
What are your Migration Goals and Priorities?
Rapid time to
market
Application
modernization /
Deliver new
capabilities
Supporting
scalability more
cost effectively
Avoiding operating
expenses,
preserve capital
Operational
efficiencies
Free up data
center space
Leverage existing
investments
Provide access to
all users on all
devices
More easily
integrate with
other cloud apps
Adapted From Gartner’s Migration Objectives Assessment Tool
What’s in Enterprise Architecture
1
3
Business Architecture
Application Architecture
Information Architecture
Technology Architecture
IT Architecture
How the business is
organized to meet its
objectives
How applications and
information systems support
the objectives of the business
How the technology fits
together
Enterprise
Architecture
Governance from Current As-is into the Future To-Be
A
L
I
G
N
M
E
N
T
Astrix Architecture Process
• Based on Industry
Standards
• Focused on
delivering “Just
Enough – Just in
Time”
• Creating shared
artifacts for reuse
• Providing
governance through
every iteration
Architecture
Vision
Current
State
Future State
Strategic
Roadmap
Business
Case
Shared Artifacts
Governance
What that might look like
Making decisions about:
• Which apps should be rationalized and consolidated
• What standardized technologies should be your platform
• How can VM technology may you more nimble
• Where can you leverage public cloud
• What needs to remain on-premise
Some questions to consider
• Will this app require the high availability?
• Are there on-prem environment requirements?
• Should we re-write the app for multi-tenancy?
• Can we lift & shift to the cloud?
• How much compute does this app use daily?
• Does its performance SLA match up with the cloud?
• Can we expect the same results from this app in the
cloud as we’ve seen on-premise?
Astrix Architecture Framework
• Driven by Business Strategy
• Aligning Application,
Information, and Technology
Strategies to deliver
• Supported by skilled
Architects, Industry
standard processes and
tools
• Creating shared artifacts for
reuse
Business
Applications
Information
Technology People
Tools
Processes
Shared Artifacts
Value Engineering to Impact
• 6 week engagement – 1 cycle through Astrix Architecture Process
• Expands & Refines Architecture Vision created in Value Engineering
• Details Current / Future state for one slice of the enterprise
• Delivers prescriptive approach to address phase 1 of roadmap
• Expand the view of the future using Astrix
Approach, Architecture Process, and
partner reference architectures
• Zoom in on Current State Assessment
• Detail the Future State for a particular
process or slice of the enterprise
• Determine applicable pragmatic roadmap
for implementation to maximize business
value and leverage investment
• Engage Astrix domain specialists
• Develop supporting business case
Initiation Discovery
Solution
Development
Findings &
Recommendations
Value to Impact Engagement Approach
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6
Value Engineering Recommendations
Scoping & Kickoff
Architecture Vision Workshop
Current State / Future State Workshop
Strategic Roadmap Workshop
Exec Recommendations
Plan, Execute, Collaborate, Adjust, Status, Communicate
Value to Impact Cloud Migration Plan
Value to Impact Cloud Migration Plan
Deliverables
At the end of the engagement, you will understand:
 How to align your application and services cloud
migration strategy with your business objectives
 How to determine which applications and services are
prime candidates for the cloud and which are not
 How to map those applications and services to the right
deployment option and service model
 Which migration technique (e.g. rehost, refactor,
replace) makes the most sense for each application
 What should the order/priority of the application and
service migration be and why
Enterprise Architecture
Cloud Application Strategy Services
Business
Strategy
Portfolio Rationalization
Current State
Assessment
(Tech/Info/Apps)
Architecture Vision
Future State
Architecture
Strategic
Roadmap
Architecture
Governance
Enterprise Application
Strategy & Roadmap
Current State Assessment &
Portfolio Rationalization
• 8-12 week engagement
• Align cloud application strategy with business drivers
• Rationalize application and technology portfolio for cloud deployments
• Deliver future state architecture and strategic roadmap
• Align roadmap with partner applications strategy (where possible)
Cloud Application Strategy Services
Deliverables
At the end of the engagement, you will gain:
 Targeted assessment of specific, relevant slice of the
enterprise using a practical approach looking at the
organization holistically, but within context
 Enterprise Architecture assessment of operating model,
high-level business models, capabilities
 View of applicable Current and Future State Application
Architectures, guiding principles, & roadmap for entry to
cloud
 An internal “elevator pitch” for Business Justifications
Information Architecture &
Lifecycle Management Service
• 8 week engagement
• Holistic enterprise approach to establish decision-making principles and standards
for use of information as a business resource
• Covers entire spectrum of information and data management functions
• Tie all pieces together leveraging Astrix
Approach, Architecture Process, and partner
reference architectures
• Conduct Current State Assessment
• Develop Future State Information
Architecture that aligns with business
strategies and supports business architecture
• Determine pragmatic roadmap for
implementation to maximize business value
and leverage investment
• Engage Astrix domain specialists
Information
Architecture &
Lifecycle
Services
Master Data
Management
Meta Data
Management
Data Security
Data
Modeling
and Design
Data
Governance
/ Data
Quality
Content and
Records
Management
Information Architecture & Lifecycle Management Service
Deliverables
At the end of the engagement, you will gain:
 Targeted Data Management / Information Architecture
Assessment, specific to your concerns
 Comprehensive, Integrated approach instead of point solutions
– Enterprise-scale instead of departmental or functional
– Coverage across entire spectrum of information and data management
functions
– Just-in-time / just-enough current state assessment over information and
data architecture
– Future State Information Architecture that aligns with business strategies
and supports business architecture
– Pragmatic, prescriptive roadmaps for implementation to maximize
business value and leverage investment
Astrix Architecture Team
Chief Architect
Enterprise
Architects
Solution
Architects
Delivery
Architects
• Part of architecture team
supporting Product teams
• Maintains view of the
Enterprise
• Ensures alignment of
Business & Technology
visions
• Provides governance of
roadmap execution
• 20+ years of IT experience
• 5+ years of Solution
Design
• Deep understanding of
TOGAF, Meta, Zachman
• Part of sales team
supporting pre-sales
• Creates view of the Solution
within the roadmap
• Seeks creative ways to
achieve solution
• Ensures alignment of
solution with roadmap
• 10+ years of IT experience
• 5+ years of delivery
leadership
• Deep understanding of
product set(s)
• Understanding of TOGAF,
Meta, Zachman
• Part of the PMO supporting project delivery
• Maintains view of the Solution / Project
• Seeks creative ways to achieve project goals
• Ensures alignment of project with approved solution
• Provides governance of project execution
• 5+ years of IT experience
• 5+ years of development
• Understanding of product set(s) / integration
methods
• Maintains views of multiple partner enterprises
• Seeks alignment of partner Business & Technology visions
/ roadmaps
• Seeks ways for partners to combine into new solutions
• Provides governance of architecture organization
Value of Enterprise Architecture Services
• Drive maximum value from your product investments
• Solve problems holistically and deliver actionable roadmaps and
real business value
• Identify architectural gaps and opportunities to improve TCO, and
where to best apply budget $ based on business priorities
• Reduce risk and shorten time to value by helping jumpstart an
architecture effort with best practices, a proven process, and
trusted artifacts
• Provide insight into partner product strategy, roadmaps, and the
value to business and IT stakeholders
Reducing Risk, Accelerating Time to Value
Value of a Delivery Architect on Projects
• Provides architecture leadership from the beginning
• Defines overall future state architecture for the
customer
• Helps mitigate deployment risks
• Validates technical resources and technical
implementation on projects
• Provides Technical QA
28
Call to Action
Engage With Astrix
Explore Your Options
Enable Your Organization for Cloud
Dale Curtis
President
Astrix Software Technology, Inc.
(o) 973.883.0385
(m) 973.202.6320
dcurtis@astrixinc.com
www.astrixtechgroup.com
Ross W. Emerton
Vice President / Chief Architect
Astrix Software Technology, Inc.
(o) 248.759.5290
(m) 248.390.5320
remerton@astrixinc.com
www.astrixtechgroup.com
THANK YOU

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Moving to the cloud in regulated environments

  • 1. Moving to the Cloud in Regulated Environments A Value Engineering Approach Dale Curtis - President Laboratory Informatics Summit 2016
  • 2. Enterprise workloads are rapidly moving to the cloud … “34% of enterprises will have 60% or more of their applications on a cloud platform within two years.” Source: 451 Research: Beyond Infrastructure – Cloud 2.0 Signifies New Opportunities for Cloud Service Providers (April 2015) “By 2020, packaged software will shrink to 10% of new enterprise installations. In 2012, 60% of SaaS providers delivered services from do-it-yourself datacenters. By 2020, that number will be less than 50%. SaaS will begin to “live” in the cloud.” Source: IDC 50th Anniversary, Transformation Everywhere But what about the lab?
  • 3. What are the priorities? Source: REPORT: Key trends, developments and solutions impacting the industry and the speed of lab transformation across the world for 2016 Who took part: The SmartLab Exchange 2016 It’s only a matter of time before your enterprise cloud adoption strategy finds its way to the lab. NOW IS THE TIME TO GET STARTED.
  • 4. ca “The Cloud is more than ready for mission-critical applications, but the majority of the applications are not ready for the Cloud.” -Les Pounder, Tech Journalist ….And the FDA’s lack of guidance on cloud computing standards results in fear, uncertainty and doubt.
  • 5. MYTH. ALL APPS SHOULD MOVE TO THE CLOUD. “Clearly, there are some use cases where there is a great fit. The cloud fits where value is placed on flexibility and the business has the ability to consume and pay for only what is needed when needed. However, not all applications and workloads benefit from the cloud. Unless there are cost savings, moving a legacy application that doesn't change is not a good candidate.” -The Top 10 Cloud Myths, Gartner, October 2014
  • 6. The Good News. Many apps (including laboratory apps) can run in the cloud. It’s just a question of howmuch time and howmany resources you’ll invest to get it there. #1. You need a strategy and plan. #2. That plan needs to drive value.
  • 7. Changing our mindset • This requires a mindset shift away from being overly fearful of regulatory demands to proactively seeking ways – like cloud solutions ‐ to drive quality. • Migrating services to cloud solutions does contain regulatory risk, if done incorrectly. Although operations are outsourced, the responsibility and accountability for GxP compliance remains with the life sciences company. Bottom Line: Quality is an investment, and cloud computing done right can create a sustainable competitive advantage.
  • 8. Benefits of the Cloud for the Lab • R&D and compliance functions can gain tremendously from the integration of cloud‐based IT and data solutions. • The impacts of developing these efficiencies through cloud solutions typically include better cost controls, faster cycle times, and increased data access. And in the long run, this drives reduced regulatory friction.
  • 9. Gartner’s Five Key Migration Paths Refactor for PaaS Rehost on IaaS Rebuild on PaaS Replace with SaaS Revise for IaaS Identify migration goals Cloud Migration Decision Framework Gather requirements and constraints Filter out alternatives based on evaluation criteria Prioritize migration goals and match with remaining alternatives Assess provider quality of service and interaction cost implications Gartner’s Five Migration Paths Another must-have: An Integrated Enterprise Architecture Strategy and Framework
  • 10. How do We Find Our Way?
  • 12. What are your Migration Goals and Priorities? Rapid time to market Application modernization / Deliver new capabilities Supporting scalability more cost effectively Avoiding operating expenses, preserve capital Operational efficiencies Free up data center space Leverage existing investments Provide access to all users on all devices More easily integrate with other cloud apps Adapted From Gartner’s Migration Objectives Assessment Tool
  • 13. What’s in Enterprise Architecture 1 3 Business Architecture Application Architecture Information Architecture Technology Architecture IT Architecture How the business is organized to meet its objectives How applications and information systems support the objectives of the business How the technology fits together Enterprise Architecture Governance from Current As-is into the Future To-Be A L I G N M E N T
  • 14. Astrix Architecture Process • Based on Industry Standards • Focused on delivering “Just Enough – Just in Time” • Creating shared artifacts for reuse • Providing governance through every iteration Architecture Vision Current State Future State Strategic Roadmap Business Case Shared Artifacts Governance
  • 15. What that might look like Making decisions about: • Which apps should be rationalized and consolidated • What standardized technologies should be your platform • How can VM technology may you more nimble • Where can you leverage public cloud • What needs to remain on-premise
  • 16. Some questions to consider • Will this app require the high availability? • Are there on-prem environment requirements? • Should we re-write the app for multi-tenancy? • Can we lift & shift to the cloud? • How much compute does this app use daily? • Does its performance SLA match up with the cloud? • Can we expect the same results from this app in the cloud as we’ve seen on-premise?
  • 17. Astrix Architecture Framework • Driven by Business Strategy • Aligning Application, Information, and Technology Strategies to deliver • Supported by skilled Architects, Industry standard processes and tools • Creating shared artifacts for reuse Business Applications Information Technology People Tools Processes Shared Artifacts
  • 18. Value Engineering to Impact • 6 week engagement – 1 cycle through Astrix Architecture Process • Expands & Refines Architecture Vision created in Value Engineering • Details Current / Future state for one slice of the enterprise • Delivers prescriptive approach to address phase 1 of roadmap • Expand the view of the future using Astrix Approach, Architecture Process, and partner reference architectures • Zoom in on Current State Assessment • Detail the Future State for a particular process or slice of the enterprise • Determine applicable pragmatic roadmap for implementation to maximize business value and leverage investment • Engage Astrix domain specialists • Develop supporting business case
  • 20. Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Value Engineering Recommendations Scoping & Kickoff Architecture Vision Workshop Current State / Future State Workshop Strategic Roadmap Workshop Exec Recommendations Plan, Execute, Collaborate, Adjust, Status, Communicate Value to Impact Cloud Migration Plan
  • 21. Value to Impact Cloud Migration Plan Deliverables At the end of the engagement, you will understand:  How to align your application and services cloud migration strategy with your business objectives  How to determine which applications and services are prime candidates for the cloud and which are not  How to map those applications and services to the right deployment option and service model  Which migration technique (e.g. rehost, refactor, replace) makes the most sense for each application  What should the order/priority of the application and service migration be and why
  • 22. Enterprise Architecture Cloud Application Strategy Services Business Strategy Portfolio Rationalization Current State Assessment (Tech/Info/Apps) Architecture Vision Future State Architecture Strategic Roadmap Architecture Governance Enterprise Application Strategy & Roadmap Current State Assessment & Portfolio Rationalization • 8-12 week engagement • Align cloud application strategy with business drivers • Rationalize application and technology portfolio for cloud deployments • Deliver future state architecture and strategic roadmap • Align roadmap with partner applications strategy (where possible)
  • 23. Cloud Application Strategy Services Deliverables At the end of the engagement, you will gain:  Targeted assessment of specific, relevant slice of the enterprise using a practical approach looking at the organization holistically, but within context  Enterprise Architecture assessment of operating model, high-level business models, capabilities  View of applicable Current and Future State Application Architectures, guiding principles, & roadmap for entry to cloud  An internal “elevator pitch” for Business Justifications
  • 24. Information Architecture & Lifecycle Management Service • 8 week engagement • Holistic enterprise approach to establish decision-making principles and standards for use of information as a business resource • Covers entire spectrum of information and data management functions • Tie all pieces together leveraging Astrix Approach, Architecture Process, and partner reference architectures • Conduct Current State Assessment • Develop Future State Information Architecture that aligns with business strategies and supports business architecture • Determine pragmatic roadmap for implementation to maximize business value and leverage investment • Engage Astrix domain specialists Information Architecture & Lifecycle Services Master Data Management Meta Data Management Data Security Data Modeling and Design Data Governance / Data Quality Content and Records Management
  • 25. Information Architecture & Lifecycle Management Service Deliverables At the end of the engagement, you will gain:  Targeted Data Management / Information Architecture Assessment, specific to your concerns  Comprehensive, Integrated approach instead of point solutions – Enterprise-scale instead of departmental or functional – Coverage across entire spectrum of information and data management functions – Just-in-time / just-enough current state assessment over information and data architecture – Future State Information Architecture that aligns with business strategies and supports business architecture – Pragmatic, prescriptive roadmaps for implementation to maximize business value and leverage investment
  • 26. Astrix Architecture Team Chief Architect Enterprise Architects Solution Architects Delivery Architects • Part of architecture team supporting Product teams • Maintains view of the Enterprise • Ensures alignment of Business & Technology visions • Provides governance of roadmap execution • 20+ years of IT experience • 5+ years of Solution Design • Deep understanding of TOGAF, Meta, Zachman • Part of sales team supporting pre-sales • Creates view of the Solution within the roadmap • Seeks creative ways to achieve solution • Ensures alignment of solution with roadmap • 10+ years of IT experience • 5+ years of delivery leadership • Deep understanding of product set(s) • Understanding of TOGAF, Meta, Zachman • Part of the PMO supporting project delivery • Maintains view of the Solution / Project • Seeks creative ways to achieve project goals • Ensures alignment of project with approved solution • Provides governance of project execution • 5+ years of IT experience • 5+ years of development • Understanding of product set(s) / integration methods • Maintains views of multiple partner enterprises • Seeks alignment of partner Business & Technology visions / roadmaps • Seeks ways for partners to combine into new solutions • Provides governance of architecture organization
  • 27. Value of Enterprise Architecture Services • Drive maximum value from your product investments • Solve problems holistically and deliver actionable roadmaps and real business value • Identify architectural gaps and opportunities to improve TCO, and where to best apply budget $ based on business priorities • Reduce risk and shorten time to value by helping jumpstart an architecture effort with best practices, a proven process, and trusted artifacts • Provide insight into partner product strategy, roadmaps, and the value to business and IT stakeholders Reducing Risk, Accelerating Time to Value
  • 28. Value of a Delivery Architect on Projects • Provides architecture leadership from the beginning • Defines overall future state architecture for the customer • Helps mitigate deployment risks • Validates technical resources and technical implementation on projects • Provides Technical QA 28
  • 29. Call to Action Engage With Astrix Explore Your Options Enable Your Organization for Cloud Dale Curtis President Astrix Software Technology, Inc. (o) 973.883.0385 (m) 973.202.6320 dcurtis@astrixinc.com www.astrixtechgroup.com Ross W. Emerton Vice President / Chief Architect Astrix Software Technology, Inc. (o) 248.759.5290 (m) 248.390.5320 remerton@astrixinc.com www.astrixtechgroup.com