Financial Services Industry Forum

© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.

Alejandro Fernandez Eguia, PROSERV

Financial Services Industry

Forum

Migration Acceleration, People, Organization, and Operating Model

Transformation through Proserve Cloud Services Maturity Model


Financial Services

Media and Entertainment

Automotive

Healthcare and Life Sciences

Energy, Oil & Gas

Vertical Practices

AWS Profess ional Serv ices

© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved

Global Specialty Practices

Advisory

Security, Risk, & Compliance

Big Data, Analytics, ML, & IoT

Migrations

Operational Integration (Hybrid)

Tech Practices – SAP, MSFT,

Oracle, Workspaces, HPC, etc.

AMERICAS

EMEA

APJ

Greater China

Areas Practices

Global Accounts

WW Public Sector

APN Partners

AWS Customers



Top Chal lenges wi th Cloud

Transformat ions

#2 Challenge - People & Process

#1 Challenge - Choosing the Right Cloud Provider

#3 Challenge - Business and Cloud Strategy Alignment


What we hear f rom customers

Difficult to move to a

cloud based IT model

Tell us HOW with prescriptive

guidance

Is the AWS cloud right

for us?

HOW can the cloud help us

achieve our goals?

Is the cloud

secure?

HOW to be in compliance in the

cloud?

What capabilities

needed?

HOW do we build capabilities?

We want to leverage the

cloud, we don’t know how

HOW to reduce transition and

implementation risk

We are already

in the cloud

HOW to optimize workloads and

leverage new AWS capabilities

© 2017, Amazon Web Services, Inc. or its

Affiliates. All rights reserved



CUSTOMER CLOUD CENTER OF EXCELLENCE (COE)

AWS CLOUD ADOPTION FRAMEWORK DELIVERY KITS

PROJECT

FOUNDATION

MIGRATION

REINVENTION

INNOVATION

RETIRE TECH

DEBT

Value

Time

Lead customers through t ransi t ion to

c loud based IT model on AWS

© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.6

Journey to the Cloud

Pilot App

Portfolio

Analysis

Security

Strategy &

Playbook/

Runbook

Establish

CCoE

Skills

Assess &

Training

Plan

Migration

Planning

Migration

Acceleration

Design

CCoE

Cloud

Strategy

POC

Platform

Jumpstart

Draft

Business

Case

Pilot

Mode 1 &

2 Apps

Health

Checks /

Quality

AssuranceOperating

Model

Maturity

Foundation

Platform

Business

Change

Strategy

CAF

Discovery

Workshop

ProjectOne or more PoCs

Foundation2 – 5 Production workloads in AWS

MigrationAll workloads in AWS

OptimizationValue to Customer

Business

Value

MVP

Hybrid

Operating

Model


Def in ing the How… .Cloud Adopt ion Framework

The AWS CAF organizes and describes the perspectives in planning, creating, managing, and supporting a modern IT service.

Offers practical guidance and comprehensive guidelines for establishing, developing and running AWS cloud-enabled environments.

It provides a structure where business and IT can work together towards common strategy and vision, supported by modern IT automation and process optimization.


Def in ing the How … .Trans fo rmat ion Methodo logy

Migration

Plan (MRP)

Activate

Execute the

plan

Run & Optimize• Detailed Business case

• CCoE Skills Alignment

• Landing zone

• Define accelerators of

migration (Tooling)

• Future state

architecture

• Cloud Operation Model

• Security patterns

• Migration patterns

• Migration Plan

• Migration Pilot

• Migration Factory

Setup (tools, teams,

process)

• Ops Integration

• Application

optimization

• Process

optimization

• Improve IT

processes

• Performance

• Managed Services

Cloud Readiness

Assessment

• Cloud Strategy

(”PAIN BASED”)

• Migration scope &

priorities

• Cloud Maturity

• Define accelerators

of migration

(Overview)

• Cloud Operation

Model (Potential

scenarios)

• Business case

(Go/No Go based)

2-5 Days 10 Days Agile Sprints


AWS PartnersAWS and Partner Tools

AWS Investment AWS Training

Migration Methodology

AWS Professional Services

Confidential


MAP customer exper ience

Migration Acceleration Program (MAP)

©2016, Amazon Web Services, Inc. or its affiliates. All rights reserved 10

1) Migration Readiness and Planning (MRP)

2) Application Migrations

(Pre-deal) MRP

Pre-Assessment

Build the foundation:

Operational Readiness

• Cloud Center of Excellence

• Landing Zone

• Operations Model

• Security and Compliance

Clear business case

Clear Migration case

Achieve business objectives:

Scale the migrations to achieve your business

case objectives

Apply People, process, and tooling

AWS Investments:• Partner or ProServe consulting

investment

• On-site training classes

• Credits for pilot migrations

AWS Investments:

• Service credits equal up to 25% of the annual

AWS usage from the migration, less MRP

investments

• Example deal: $8M ARR with $2.0M total MAP

benefits; after $0.2M of MRP benefits, then

$1.8M of service credits are available during

the migration

Total AWS Investment = up to 25% of annual AWS usage from migrations

Evaluate readiness

1-2 day assessment

• Identify customer strengths

• Determine areas to build

capability

• Create input to build

MRP scope



Financia l Serv ices Transformat ion

PatternsApplication

Migration

Cloud

Architecting

Operating

Model

Analytics & AI

IT

Biz &

Innovation

IT

IT

Accelerate

Foundations

Accelerate +

Foundations

Accelerate +

Foundations



Technical Bucket ing of Appl icat ions

Hardware appliance Already virtualized x86 Horizontally scalable Microservices

architecture

Non-x86 workload Well-defined

application boundaries

Leverages services (e.g.

SOA, API’s, etc.)

“API- Containers first”

design

Non-cloud friendly

licensing model

Cloud-friendly licensing

model

“12 factor” applications Fault tolerance built in

Location-specific or

latency intolerant on-

premise dependency

Known dependencies

on applications & data

Software vendor-

provided cloud image

(AMI, CloudFormation)

Bundled metrics &

proactive failure testing

Retain Eligible Friendly SaaS/Native

Application

Migration



Portfolio Tier Characteristics Typical Cases

Typical

Migration

Path

Best-fit

Operating

Model

Approx. %

Portfolio*

Differentiate • High rate of change

• Possibly business-critical, not always

• Innovative and/or revenue generating.

• Customer-facing web apps

• Real-time Analytics

• Mobile, IoT, Big Data~20%

Table Stakes• Low rate of change

• Business critical

• Highest availability/reliability required

• Systems of record

• ERP, CRM, Order/Logistics

• Legacy line-of-business ~30%

Commodity &

“Craplications”

• Low rate of change

• Non-business critical

• Standard availability/reliability required

• Productivity apps

• Non-business-critical

• Small customer-base~50%

*by number of applications, not percent of spend

Typical Enterprise Portfolio Characteristics

Refactor

Replatform,

Repurchase

SaaS,

Rehost,

Retire

DevOps

Steady-state (high automation)

Steady-state (low automation)

Typical Enterpr ise Por t fo l io

Character is t ics

Application

Migration


Cloud Archi tecture Best Pract icesCloud

Architecting


Approaches for archi tect ing for AWS

• Deploy existing apps in AWS with minimal re-design

• Good strategy if starting out on AWS, or if application can’t be re-architected due to cost or resource constraints

• Primarily use core services such as EC2, EBS, VPC

Lift-and-shift

• Evolve architecture for existing app to leverage AWS services

• Gain cost and performance benefits from using AWS services such as RDS, SQS, and so on

Cloud-optimized

• Architect app to be cloud-native from the outset

• Leverage the full AWS portfolio

• Truly gain all the benefits of AWS (security, scalability, cost, durability, low operational burden, etc)

Cloud-native

architecture

Cloud

Architecting



Top Chal lenges wi th Cloud Transformat ions

#2 Challenge - People & Process

-13 Biggest Challenges When Moving Your Business To The Cloud - June 2017 article

“When it comes to cloud adoption, the biggest challenge isn’t

technology — it’s the people and processes that must change

and adapt.”

Operating

Model



Connect ing Your Por t fo l io and People to

Your Operat ing Model

The characteristics of your

application portfolio impacts the

flexibility of your future-state

operating model.

Operating

Model

Portfolio People

Your future-state operating

model impacts your approach to

transforming your people, skills,

and organization.

Operating

Model



• Platform Management

• Cloud Service Templates

• Shared Application Services

Cloud Engineer ing Team - Tasks & Strategy Operations Category Sub-categories

Platform Operations Tagging Strategy

Application Service Level Classification

Application Recovery Classification

Patch Management Strategy

Platform Logging

Provisioning Infrastructure Templates

Service Catalog

Availability Management Backup & Recovery (DR)

High Availability

Application Lifecycle Management Application Architecture Patterns

Security Group Patterns

Platform Monitoring

License Management Strategy

Network Architecture Patterns

Load Balancer Strategy

Firewall Strategy

Application Logging Standards

Configuration Management Standards

Financial Management Chargeback Process

Budgeting and Forecasting

Reporting

Operating

Model



On-Boarding

Finance

Enterprise

ArchitectureMarketing

Governance

LeadershipInfrastructure SecurityOperationsApplications

Engineering teams will specialize in an area, but will have a

common set of skills shared across all product teams

Operations

Engineering

Platform

Engineering

Security

Engineering

Cloud Business Office

(Leader)

Cloud Engineering

(Leader)

Scale beyond a Tiger Team Operating

Model



Cloud Engineering Team’s Delivery of Cloud Services

Pull Approved

Platform Artifacts

from Shared

Repos

2Extend Approved

Artifacts for App

Stacks

3Build & Test

Cloud

Services

3

Integrate &

Deploy Cloud

Services

4

Populate

Revise

Prioritize

Backlog

2

Publish Artifacts

& Documentation

for Cloud

Services

6Operate Cloud

Services

5

Lifecycle

Management of

Application

Stacks

6Operate

Application

Stacks

5Build, Test,

and Deploy

App Stacks

4

On-Boarding,

Coaching, &

Product Feedback1

Application Team’s Delivery of Application Services

1

Service

Catalog or

Shared

Repositories

Team Interact ion and Workf low Model

Operating

Model


AWS Big Data Plat form

EMR EC2

Glacier

S3

Import Export

Kinesis

Direct Connect

Machine LearningRedshift

DynamoDB

AWS Database

Migration Service

Collect Orchestrate Store Analyze

AWS Lambda

AWS IoT

AWS Data Pipeline

Amazon Kinesis

Analytics

Amazon

SNS

AWS Snowball

Amazon

SWF

Amazon

AthenaAmazon AuroraAWS Glue

Amazon Quicksight

Analytics & AI


No one tool rules

them all

Analytics & AI


Retai l Banking

Segment of 1

Top 10’s

Segmentation

CRM

Customer

Profiling

Heuristics

Lifetime Value

Real time

Fraud Detection

Predictive

Offers

Real time

Collection Offers

We are here!

Collect Store

Analyze

ActDescribe Predict

Initial

Manage

Quantitatively

Managed

Optimizing

DefinedAttrition Credit Risk

Chat Bot

Customer

Service

Automated Financial

Product

Recommendations

Biometric

Security

Analytics

Communication

Compliance

Cross Selling

Loan Approval and

Default Predictions

Loyalty Offers

Loyalty Program

Analytics & AI


Worldwide | N. America | LATAM | UK/IR | EMEA | APAC | Japan | China

Alejandro Fernandez EguiaRegional Sr.Practice Manager - MCO

[email protected]

Date post:	28-Jan-2018
Category:	Technology
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Financial Services Industry Forum

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