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McKesson Case Study

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Presented by Nick Yoo, Senior Director of Information Security Architecture and Services, McKesson at ForgeRock Open Identity Stack Summit, June 2013
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Page 1: McKesson Case Study

Open Identity Summit

Open Identity Summit

McKesson “Lean Start-Up” IAM Initiative

Nick Yoo McKesson

Page 2: McKesson Case Study

Open Identity Summit

Agenda � About McKesson & ISAS Team

� Challenges

� “Lean Start-Up” Approach

� Critical Success Factors

� Current Status

� Direction

� Summary

� Q&A

Page 3: McKesson Case Study

Open Identity Summit

McKesson At-a-Glance

Page 4: McKesson Case Study

Open Identity Summit

Leadership Positions in Both Segments

Page 5: McKesson Case Study

Open Identity Summit

Global Leaders Across Healthcare Industry

Page 6: McKesson Case Study

Open Identity Summit

Information Security Architecture & Services (ISAS)

Page 7: McKesson Case Study

Open Identity Summit

ISAS Solutions and Services

Page 8: McKesson Case Study

Open Identity Summit

History of IAM efforts � Consulting effort began in 2009

� Key business drivers identified

� Standard approach

� Support customer and business partners

� Prepare for new technology and HITECH act

� Cost reduction

� Audit and compliance

� Enterprise Governance

� Recommendations included

� Architecture standards

� Vendor evaluation and selection

� Create one user ID for each customer

� Customer Identity Store

Typical Waterfall Approach

Page 9: McKesson Case Study

Open Identity Summit

Radically different approach required

Different Customer Base

P&L

Priorities

Business Risks

Unique Solutions

Diverse Requirements

Delivery

Page 10: McKesson Case Study

Open Identity Summit

“Lean Start-Up” Approach

Lean Principles Strategy

• Experimentation over Elaborate Planning

• Customer Feedback over Intuition

• Iterative Design over Traditional “Big Design Up Front” Development

• Customer Identity • BU-specific projects • Quick Wins • Measured results • Marketing • Just-in-time investments • Lower Costs • No formal product

evaluation • Build infrastructure as

required

Source: S. Blank, Why the Lean Start-Up Changes Everything, HBR

Page 11: McKesson Case Study

Open Identity Summit

McKesson “Lean Start Up” Process

Pharmacy – OpenAM/DJ Upgrade

MedSurge– OpenAM WebSSO

Distribution Federated SSO

RH Pharmacy – OpenIDM Provisioning

MSO - OpenIDM Self-Service

MHS - OpenIDM On-boarding

Project to Program Shared Services

Enterprise Standard Solutions Enterprise Infrastructure

Page 12: McKesson Case Study

Open Identity Summit

Critical Success Factors • Open source debates • Legal review of open source license • Open source code scanning • Approval from the CTO office • ForgeRock references

• Unique business needs • Building credibility • Quick wins • Cost comparisons • Open source • Platform as a Service

• Over 50 presentations • Executive-sponsored initiative • Proof of concept projects • Free consulting • Lower cost delivery model

• Framework and Architecture • Project management • Partnerships with customers,

ForgeRock, Exadel, and internal IT organization

• Gradual ramp up through training, pilot projects, external resources

Open Source

Marketing

Delivery

Rapid Adoption One

Access

Page 13: McKesson Case Study

Open Identity Summit

IAM Framework

� Enhanced user experience � Improved management

of security risks � Efficient development/

deployment of applications � Reusable integration

� HIPAA, SOX compliance

� Common logs � Improved

accountability � Common reporting

� Reduced administrative tasks

� Reduced help desk calls � Improved process efficiency � Reduced Infrastructure

Costs � Central user information

� Reduced administrative tasks

� Reduced help desk calls � Improved security � Accountability � Cost savings

Business Benefits

Identity Management Access Management

Monitoring/Audit & Compliance

User Self-Service & Password Management Virtual Directory Web Access

Management/SSO Centralized Audit

Delegated Administration

Synchronization/ Replication

Federated Identity Management/SSO

Logging and Monitoring

Automated Approvals and Workflows

Meta Directory

Authentication & Authorization Access Certification

Enterprise Role Definition Directory Storage Standard APIs Reporting

Identity Data Services

Prioritized BU Needs To-date

IAM Solutions

IAM Components

Page 14: McKesson Case Study

Open Identity Summit

Current Status

Most Projects Completed in Less than 3-4 Months

High Satisfaction Ratings from Customers

Over 15 Projects in 7 Major BU’s

3 FTE’s and over 10 Contract Resources

Demand Trends

Over 200 Apps

Identified

Cloud Integration

Page 15: McKesson Case Study

Open Identity Summit

Our Direction

Over 80% Business Adoption employees, customers and partners connected

securely via McKesson OneAccess

� Patient Identity

� Product Integration

� IAM Ecosystem

� Formal Business Case Development

� Support Key Business Initiative

Page 16: McKesson Case Study

Open Identity Summit

Summary � Focus on immediate business value

and results

� Scale and expand services as required

� Tackle easy to define projects

� Establish IAM framework

� Maximize open source product value

� Focus on user satisfaction

� Establish strategic partnerships

� Communicate

� Demonstrate success

Page 17: McKesson Case Study

Open Identity Summit

Q & A


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