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Cri$cal	
  Considera$ons	
  for	
  Moving	
  your	
  Core	
  
Business	
  Applica$ons	
  to	
  the	
  Cloud	
  
Vijay Rangarajan
Solutions Architect – Amazon Web Services
Leo Valaris
Director, CloudSuite Solutions - Infor
Building	
  a	
  Cloud	
  Strategy	
  
$$$$ $$
Value to Business
HighLowMedium
TimetoExecute
$$$$
Phase 1 Phase 2
Enterprise	
  Migra-on	
  Path	
  
Cloud	
  Migra-on	
  Is	
  A	
  Phase-­‐Driven	
  
Strategy	
  
Cri$cal	
  Considera$ons	
  for	
  Moving	
  your	
  Core	
  
Business	
  Applica$ons	
  to	
  the	
  Cloud	
  
Presented by
Leo Valaris
Director of CloudSuite SolutionsAPAC/J/ME
leo.Valaris@infor.com
Triple Digit
Growth in SaaS
bookings
3,108
New
customers
35m+
Cloud
subscribers
73,000
Customers
around the
world
3rd Largest
Private
tech. company
12,923
Employees
Beautiful business applications with last mile functionality
for select industries and delivered as a cloud service.
Deep industry features as part of
roadmap
Pre-configured industry templates – IA
Key customer partnerships to add last
mile functionality
Deep industry integrations
Rich data publishing via BODs
Industry Analytics
Industry workflows & monitors
Externalized localizations
Rich public APIs
Robust reporting via APIs, Business Vault
Mongoose / Landmark based PaaS that
allows deployment of loosely coupled
customer/partner applications
High degree of configurability of
applications
Extensibility features (custom fields &
objects, user exits for validations etc.)
Adoption of SOHO controls
Full adoption of context architecture
Contextual help, learning, support
Responsive design
Native mobile applications
Clear Work (leveraging rich APIs)
SOHO Glide
Role Based Suite wide home pages
Instrumented apps to deliver usage
analytics
Specialized by
Industry
Architecture of the
Internet
Create experiences
people love
Design	
  Principles	
  
Cloud	
  Transforma-on	
  	
  	
  
2013
New Management Team
Innovation Phase
2014 20152002–2007 2007–2012
Extension Applications:
EAM, XM, HRSD, LMS
Infor 10Xi
Launch of Industry
CloudSuites
¢
Amazon
Relationship
Announced
Acquisition
SalesLogix –
CRM
Acquisition:
Talent Science
Infor Labs Created
Cloud First
Development
Approach
AWS Summit 2014
“Friends	
  don't	
  let	
  friends	
  build	
  data	
  centers”	
  
Charles Philips
CEO Infor
Cri$cal	
  Considera$ons	
  for	
  Moving	
  Core	
  
Applica$ons	
  to	
  AWS	
  
Cloud	
  Migra-on	
  Roadmap	
  
Assess your
Applications
& Workloads
Build a
Business
Case
Develop
a Technical
Approach
Adopt
a flexible
Integration
Model
Address
Security and
Privacy
considerations
Manage
the migration
1 2 3 4 5 6
 
Assess	
  your	
  Applica$ons	
  &	
  Workloads	
  
1 2 3 4 5 61
Assess	
  your	
  Applica-ons	
  &	
  
Workloads	
  Migra-on	
  to	
  AWS	
  
Mo$va$ons	
  and	
  Considera$ons	
  
•  Broader	
  reach	
  
•  Business	
  agility	
  and	
  flexibility	
  
•  Improved	
  availability	
  
•  Improved	
  responsiveness	
  	
  
•  Reduced	
  and/or	
  re-­‐allocated	
  costs	
  
•  Easier	
  mobile	
  access	
  
•  Improved	
  security	
  	
  
•  BeMer	
  analy-cs	
  on	
  applica-on	
  
usage	
  
Matching	
  AWS	
  Characteris$cs	
  
•  Rapid	
  elas-city	
  
•  Pay-­‐as-­‐you-­‐go	
  versus	
  install-­‐and-­‐
own	
  
•  Organiza-on	
  streamlining	
  
1
Assess	
  your	
  Applica-ons	
  &	
  Workloads	
  	
  
Candidates	
  for	
  Migra-on	
  to	
  AWS	
  
Immediate	
  Value	
  
•  Mobile	
  applica-ons	
  
•  Applica-ons	
  that	
  are	
  run	
  infrequently	
  
but	
  require	
  significant	
  compu-ng	
  
resources	
  when	
  they	
  run	
  
•  Applica-ons	
  that	
  are	
  run	
  in	
  a	
  -me	
  zone	
  
different	
  from	
  that	
  where	
  your	
  
company's	
  IT	
  personnel	
  are	
  located	
  
•  Development,	
  tes-ng	
  and	
  prototyping	
  
of	
  applica-on	
  changes	
  
•  Service	
  Oriented	
  Architecture	
  (SOA)	
  
applica-ons	
  
Value	
  with	
  AWS	
  Op$miza$on	
  
•  Applica-ons	
  with	
  sensi-ve	
  data	
  that	
  
may	
  require	
  a	
  specific	
  architecture	
  to	
  
meet	
  regulatory	
  and	
  legal	
  
requirements	
  
•  Applica-ons	
  that	
  rely	
  on	
  tradi-onal	
  
NAS	
  solu-ons	
  (SMB/NFS)	
  
•  Applica-ons	
  that	
  require	
  frequent	
  and/
or	
  voluminous	
  transac-ons	
  against	
  an	
  
on-­‐premises	
  database	
  
1
 
Build	
  a	
  Business	
  Case	
  
1 2 3 4 5 6
Build	
  a	
  Business	
  Case	
  
•  Application availability
•  Privacy
•  Application performance
•  Application security
•  Regulatory compliance
•  Revenue impact
•  Customer acquisition
or engagement impact
•  User satisfaction
•  Time to market improvements
•  Cost of handling peak loads
•  On-going cloud service costs
•  Cost of developing cloud skills
•  Service management
•  HR & talent management
•  License management
•  Application integration
•  Application redesign
•  Application maintenance &
administration
•  Application deployment &
testing
Cost
Analysis
Service
Levels
Business
Impact
2
Build	
  a	
  Business	
  Case	
  
TCO	
  Savings	
  by	
  moving	
  to	
  the	
  
Cloud	
  
Cost Saving Areas Description Assumptions
Hardware	
  (CAPEX)
•  Servers	
  
•  Virtual	
  Machine	
  Licenses	
  
•  Storage	
  
•  Disaster	
  Recovery/HA	
  
•  One	
  -me	
  hardware	
  refresh	
  costs	
  (includes	
  3P	
  
license	
  cost)	
  
•  Amor-zed	
  over	
  4	
  years	
  
Disaster Recovery •  Disaster	
  Recovery	
  Capability	
  	
  
•  Annual	
  Disaster	
  Recovery	
  Cost	
  	
  (offsite	
  backup):	
  
$48K	
  
Upgrade	
  (CAPEX)
•  Standard	
  on-­‐premise	
  upgrade	
  
costs	
  
•  Periodic	
  upgrade	
  cost:	
  $81.5K	
  
•  Amor-zed	
  over	
  3	
  years	
  
Infrastructure
•  Database	
  maintenance	
  cost	
  
•  OS	
  maintenance	
  cost	
  
•  Real	
  Estate	
  
•  Power	
  and	
  Cooling	
  
	
  
•  Hardware	
  maintenance:	
  $xxK	
  
•  3rd	
  Party	
  Licenses	
  	
  (3P	
  license	
  maintenance)	
  :	
  	
  $xxK	
  
	
  
IT	
  Resources
•  IT	
  resource	
  that	
  support	
  the	
  Infor	
  
applica-ons	
  (e.g.,	
  DBAs,	
  System	
  
Admins,	
  OS,	
  Server	
  Admin)	
  
•  FTEs:	
  1.25	
  
•  Total	
  FTE	
  Cost	
  :	
  $100K	
  (including	
  benefits	
  @	
  30%)	
  
	
  
Applica$on	
  
Maintenance
•  Infor	
  annual	
  applica-on	
  
maintenance	
  
•  Patching	
  
•  Customiza-ons	
  
•  Based	
  off	
  current	
  applica-on	
  maintenance	
  invoice	
  	
  
•  Based on data provided by ABC Inc. the UpgradeX program can not only move ABC Inc. to version 10x but also save
$112K per year by moving to the cloud
•  Major assumptions for this analysis include comparing the 5 year projection of the current on-premise environment to
moving to the cloud
•  See Appendix for UpgradeX Benchmarking TCO Assessment Methodology
•  Upgrade costs, SaaS migration costs and SaaS subscription fees are estimates and require a proper scoping exercise
Annual Savings:
$112K
$68
$100
$11
$27
$48
$7
$149
$0
$50
$100
$150
$200
$250
$300
On-Premise Infor UpgradeX
Thousands 2
 
Develop	
  a	
  Technical	
  Approach	
  
1 2 3 4 5 6
Develop	
  a	
  Technical	
  Approach	
  
•  Lift and shift
•  Low effort
•  Low skills
•  Minimal cloud benefits
•  Some efficiency
through automation
Cloud
Hosted
Cloud
Optimized
•  Application
modernization
•  High effort
•  High skills
•  Significant cloud
benefits
Cloud
Native
•  Significant to complete
application rewrite
•  High effort
•  High skills
•  Most significant cloud
benefits
3
Develop	
  a	
  Technical	
  Approach	
  	
  
Cri-cal	
  Considera-ons	
  
High
Availability
Disaster
Recovery
Automate
everything
Scale wide Leverage
third-party
tooling
3
Develop	
  a	
  Technical	
  Approach	
  
Building	
  for	
  the	
  Cloud	
  	
  
3
Multi-tenancy Scalability
High
availability
ION/WB
integrations Auto-scaling Zero footprint
No local
device
dependency
Successful
security tests
Supports
Health check
monitors
No source
code changes
Meets patch/
upgrade
requirements
Stateless
Applications
Open source
technology
Minimised 3P
products
Cloud 1.0 à Cloud 2.0 à Cloud 3.0
Single
instance
deployments
s
s
EAM XM HCM LMS HRSD LTM MRMTS SCM Financials Supplier Exchange Automotive ExchangeERPCFactory Track
Support CertificationTrainingProfessional Services
Technology Partners Channel Partners
Regions Content delivery POPsAvailability zones
Infor CloudSuites
■
Auto Hospitality HealthcareA&D Fashion F&B Equipment Distribution Public SectorCorporate HCMBusiness Rhythm
EC2	
   Auto	
  Scaling	
   Route	
  53	
   EBS	
   RDS	
   SQS	
   CloudForma-on	
   Cloud	
  Watch	
   Workspaces	
  
ELB	
  
	
  
VPC	
  
	
  
S3	
  
	
  
Glacier	
   DynamoDB	
   CloudTrail	
   Cloud	
  HSM	
   IAM	
  
AWS Services
Infor Base Services
Infor Application Services
ERPB
3
Database	
   Shared	
  Storage	
   Document	
  Storage	
   Batch	
   Admin	
  Access	
   Logging	
   File	
  Transfer	
   Monitoring	
  
ION	
   IFS	
   Prin-ng	
   Portal	
   d/EPM/BI/BV	
   Local.ly	
   Mo-on	
  
3rd Party Tooling
Constructing an Infor CloudSuite™
 
Adopt	
  a	
  Flexible	
  Integra$on	
  Model	
  
1 2 3 4 5 6
Adopt	
  a	
  Flexible	
  Integra-on	
  Model	
  
Types	
  of	
  Integra-ons	
  
Process (or control)
Integration
Where an application invokes
another in order to execute a certain
workflow
Data
Integration
Where applications share common
data, or one application’s output
becomes another application’s input
Presentation
Integration
Where multiple applications
present their results
simultaneously to a user through
a dashboard or mash-up
4
Business Vault
Analytics | Reporting | Search | In-context BI
Cloud Motion
ApplicationApplication
Integrate disparate systems simply with
greater business process flexibility.
•  Upgrade independence
•  Workflow and alerts across systems
•  Change business processes as needed
•  Create real time data repository
•  Built to OAGIS and internet standards
 
Address	
  Security	
  &	
  Privacy	
  Considera$ons	
  
1 2 3 4 5 6
Address	
  Security	
  &	
  Privacy	
  
Things	
  to	
  Consider	
  
5
•  Understand exactly what data (including what code, since
code may be the confidential asset to protect) will be migrated
to the Cloud service
•  Map this data to your security classification(s)
•  Identify which information raises privacy concerns for
example, account numbers, dates of birth, addresses, etc.
•  Examine applicable regulations
•  Review the cloud providers’ security/privacy measures
•  Design how to authenticate and authorize users
Address	
  Security	
  &	
  Privacy	
  	
  
Shared	
  Responsibili-es	
  
Infor	
  Responsibility	
  
Infor	
  is	
  responsible	
  for	
  the	
  Informa-on	
  Security	
  
Management	
  System	
  providing	
  oversight	
  of	
  the	
  
implementa-on,	
  management	
  and	
  monitoring	
  of	
  
the	
  solu-on.	
  
AWS	
  Responsibility	
  
AWS	
  is	
  responsible	
  for	
  the	
  security	
  
of	
  the	
  infrastructure	
  and	
  founda-onal	
  services.	
  
5
Address	
  Security	
  &	
  Privacy	
  
Architectural	
  Layers	
  and	
  
Compliance	
  
AWS – Infrastructure Compliance (http://aws.amazon.com/compliance)
Infor CloudSuite – Operations and Governance
•  HIPAA
•  SOC1/SSAE 16/ISAE 3402
•  SOC 2
•  SOC 3
•  PCI DSS Level 1
•  ISO 27001
•  FedRAMP (SM)
•  DIACAP and FISMA
•  ITAR
•  FIPS 140-2
•  CSA
•  MPAA
•  HIPAA
•  SOC1/SSAE 16/ISAE 3402
•  ISO 27001
•  PCI (Selected Apps)
•  FIPS 140-2 (Some Instances)
•  FedRAMP (Future)
•  DIACAP and FISMA (Future)
•  ITAR (Future)
•  … and growing
Infor CloudSuite Solutions and Applications
Compliance to various standards and regulations vary depending upon requirements
5
•  MTSC
Address	
  Security	
  &	
  Privacy	
  
Defense-­‐in-­‐Depth	
  
Network
Security
Physical
Security Monitoring
Operations
Security
Application
Security
5
 
Manage	
  the	
  Migra$on	
  
1 2 3 4 5 6
Profile
•  Headquartered	
  in	
  
Wormleysburg,	
  a	
  suburb	
  of	
  
Harrisburg,	
  PA	
  
•  Diversified,	
  worldwide	
  
company	
  	
  
•  Serve	
  industries	
  fundamental	
  to	
  
global	
  economic	
  progress	
  and	
  
infrastructure	
  development	
  	
  
•  3	
  divisions	
  –	
  Harsco	
  Metals	
  &	
  
Minerals,	
  Harsco	
  Rail	
  and	
  
Harsco	
  Industrial	
  	
  
•  2013	
  revenues	
  of	
  $2.8	
  billion,	
  
60%	
  of	
  which	
  were	
  generated	
  
interna-onally	
  
Business	
  Challenges	
  
–  Been	
  using	
  Infor	
  Baan	
  ERP	
  for	
  16	
  years	
  
–  Environment	
  was	
  heavily	
  modified	
  and	
  several	
  versions	
  behind	
  
–  Needed	
  new	
  environment	
  for	
  joint	
  venture	
  in	
  China	
  in	
  less	
  than	
  120	
  days	
  
Solu$on	
  –	
  UpgradeX	
  
–  Infor	
  CloudSuite™	
  Industrial	
  (Enterprise)	
  
–  Expanded	
  Applica-on	
  Managed	
  Services	
  
Why	
  Infor?	
  	
  
–  China	
  environment	
  was	
  live	
  in	
  60	
  days	
  
–  Now	
  deploying	
  30	
  users	
  in	
  Germany	
  
–  Planned	
  to	
  deploy	
  50	
  users	
  in	
  Italy	
  by	
  the	
  end	
  of	
  2014	
  
Profile
•  Statutory	
  body	
  providing	
  
integrated	
  distribu-on	
  and	
  
retail	
  water	
  and	
  wastewater	
  
services	
  to	
  customers	
  within	
  
the	
  Brisbane,	
  Ipswich,	
  Lockyer	
  
Valley,	
  Scenic	
  Rim	
  and	
  
Somerset	
  local	
  government	
  
areas	
  in	
  Queensland,	
  Australia.	
  	
  
•  QUU	
  provides	
  services	
  to	
  1.3	
  
million	
  people	
  who	
  reside	
  
within	
  14,364	
  square	
  kilometre	
  
service	
  territory.	
  
Business	
  Challenges	
  
–  Government	
  Legisla-on	
  changes	
  required	
  QUU	
  to	
  have	
  an	
  online	
  connec-on	
  portal,	
  accessible	
  by	
  
the	
  public	
  
–  Legisla-on	
  was	
  to	
  come	
  into	
  effect	
  within	
  6	
  months,	
  requiring	
  QUU	
  to	
  source	
  a	
  supplier,	
  
implement,	
  test	
  and	
  go-­‐live	
  very	
  quickly	
  
–  Was	
  a	
  highly	
  manual	
  process	
  (limited	
  process	
  flow	
  documenta-on)	
  with	
  a	
  large	
  team,	
  so	
  required	
  
strong	
  change	
  management	
  
–  Had	
  to	
  align	
  with	
  QUU	
  IT	
  direc-on	
  &	
  strategy	
  of	
  quality	
  design	
  and	
  deployed	
  through	
  cloud	
  	
  
Solu$on	
  -­‐	
  CloudSuite	
  Public	
  Sector	
  (Hansen)	
  
–  The	
  Infor	
  Hansen	
  CDR	
  and	
  Dynamic	
  Portal	
  (SaaS)	
  +	
  EPAK,	
  for	
  process	
  and	
  QUU	
  tailored	
  func-ons.	
  
This	
  is	
  used	
  as	
  a	
  strong	
  training	
  portal	
  to	
  get	
  new	
  staff	
  produc-ve	
  quicker	
  and	
  also	
  help	
  with	
  the	
  
ongoing	
  change	
  management.	
  	
  
Why	
  Infor?	
  	
  
–  Strong	
  product	
  func-onality	
  aligned	
  with	
  QUU	
  requirements	
  	
  
–  Amazing	
  demonstra-on	
  delivered	
  by	
  Pre-­‐Sales	
  Subject	
  MaMer	
  Experts	
  resul-ng	
  in	
  great	
  rapport	
  
with	
  the	
  business	
  
–  Cloud	
  offering	
  allowing	
  QUU	
  to	
  focus	
  on	
  the	
  business	
  
–  Comprehensive	
  Cloud	
  SLA’s	
  
Profile
•  11,000	
  Employees	
  
•  93	
  pa-ent	
  care	
  loca-ons	
  that	
  
offer	
  services	
  such	
  as	
  diagnos-c	
  
imaging,	
  laboratory,	
  and	
  retail	
  
pharmacy	
  	
  and	
  other	
  essen-al	
  
services	
  
•  Four	
  respected	
  hospitals:	
  
WellSpan	
  York	
  Hospital,	
  
WellSpan	
  Ephrata	
  Comm	
  
•  ,	
  WellSpan	
  GeMysburg	
  Hospital	
  
and	
  WellSpan	
  Surgery	
  and	
  
Rehabilita-on	
  Hospital	
  
•  Named	
  Top	
  25	
  Most	
  Connected	
  
Healthcare	
  Facili-es	
  
Business	
  Challenges	
  
–  Increasing	
  IT	
  support	
  required	
  as	
  they	
  acquired	
  addi-onal	
  hospitals	
  without	
  
increasing	
  IT	
  staff	
  
–  Major	
  challenge	
  and	
  performance	
  tuning	
  of	
  their	
  Lawson	
  systems,	
  especially	
  BI	
  
–  Needed	
  modern	
  plasorm	
  to	
  support	
  their	
  growth	
  and	
  M&A	
  plans	
  
Solu$on	
  -­‐	
  UpgradeX	
  
–  Infor	
  UpgradeX	
  at	
  AWS	
  including	
  Financials,	
  Human	
  Resource	
  Management,	
  
Supply	
  Chain	
  Management	
  &	
  Business	
  Intelligence	
  
–  Global	
  HR	
  was	
  included	
  so	
  WellSpan	
  could	
  replace	
  non-­‐Infor	
  HCM	
  point	
  solu-ons	
  
–  WellSpan	
  plans	
  to	
  implement	
  GHR	
  this	
  fiscal	
  year	
  with	
  plans	
  to	
  replace	
  two	
  
compe--ve	
  point	
  solu-ons	
  annually	
  thereauer.	
  
Why	
  Infor?	
  	
  
–  Current	
  Infor	
  customer	
  with	
  extensive	
  success	
  in	
  using	
  our	
  solu-ons.	
  
–  Infor	
  offering	
  superior	
  to	
  Compe--ve	
  op-ons	
  in	
  aligning	
  with	
  WellSpan	
  goals	
  
–  Return	
  on	
  Investment	
  associated	
  with	
  UpgradeX	
  closed	
  the	
  deal	
  
Profile
•  The	
  Fe-m	
  Group	
  is	
  an	
  
interna-onal	
  trading	
  company	
  
specialised	
  in	
  the	
  design,	
  
development,	
  marke-ng	
  and	
  
sale	
  of	
  construc-on	
  products,	
  
flooring,	
  home	
  decora-on	
  and	
  
bathroom	
  fivngs.	
  
•  For	
  nearly	
  100	
  years	
  the	
  Fe-m	
  
Group	
  has	
  been	
  ac-ve	
  in	
  over	
  
40	
  countries	
  
•  HQ	
  in	
  Amsterdam	
  
Business	
  Challenges	
  
–  Rapid	
  expansion	
  of	
  Business,	
  IT	
  Resources	
  strapped	
  and	
  unable	
  to	
  leverage	
  new	
  
func-onality.	
  
Solu$on	
  -­‐	
  UpgradeX	
  
–  CloudSuite™:	
  Upgrade	
  to	
  the	
  Cloud	
  with	
  SaaS	
  pricing	
  model	
  based	
  out	
  of	
  EMEA	
  
AWS	
  (Ireland).	
  	
  
–  Technology:	
  	
  Complete	
  Infor	
  Technology	
  stack	
  in	
  the	
  Cloud	
  –	
  Infor	
  Ming.le™,	
  
Infor	
  ION	
  (Process),	
  Infor	
  Mobile	
  applica-ons.	
  
Why	
  Infor?	
  	
  
–  Infor	
  Partnership:	
  Long-­‐term	
  Infor	
  customer	
  engaged	
  with	
  Distribu-on	
  Industry	
  
Council.	
  	
  Strong	
  execu-ve	
  rela-onships	
  and	
  confidence	
  in	
  Infor	
  to	
  deliver.	
  
–  Func-onality	
  –	
  10x:	
  	
  New	
  version	
  of	
  M3	
  provided	
  the	
  strongest	
  solu-on	
  in	
  the	
  
marketplace	
  and	
  a	
  compelling	
  reason	
  to	
  upgrade.	
  	
  Strong	
  Business	
  Case	
  to	
  
consider	
  Cloud	
  deployment	
  so	
  resources	
  can	
  focus	
  on	
  expansion	
  of	
  business.	
  
Thank	
  you!	
  
	
  
	
  

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Critical Considerations for Moving Your Core Business Applications to the Cloud - Presented by Infor

  • 1. Cri$cal  Considera$ons  for  Moving  your  Core   Business  Applica$ons  to  the  Cloud   Vijay Rangarajan Solutions Architect – Amazon Web Services Leo Valaris Director, CloudSuite Solutions - Infor
  • 2. Building  a  Cloud  Strategy  
  • 3. $$$$ $$ Value to Business HighLowMedium TimetoExecute $$$$ Phase 1 Phase 2 Enterprise  Migra-on  Path  
  • 4. Cloud  Migra-on  Is  A  Phase-­‐Driven   Strategy  
  • 5. Cri$cal  Considera$ons  for  Moving  your  Core   Business  Applica$ons  to  the  Cloud   Presented by Leo Valaris Director of CloudSuite SolutionsAPAC/J/ME leo.Valaris@infor.com
  • 6. Triple Digit Growth in SaaS bookings 3,108 New customers 35m+ Cloud subscribers 73,000 Customers around the world 3rd Largest Private tech. company 12,923 Employees
  • 7. Beautiful business applications with last mile functionality for select industries and delivered as a cloud service.
  • 8. Deep industry features as part of roadmap Pre-configured industry templates – IA Key customer partnerships to add last mile functionality Deep industry integrations Rich data publishing via BODs Industry Analytics Industry workflows & monitors Externalized localizations Rich public APIs Robust reporting via APIs, Business Vault Mongoose / Landmark based PaaS that allows deployment of loosely coupled customer/partner applications High degree of configurability of applications Extensibility features (custom fields & objects, user exits for validations etc.) Adoption of SOHO controls Full adoption of context architecture Contextual help, learning, support Responsive design Native mobile applications Clear Work (leveraging rich APIs) SOHO Glide Role Based Suite wide home pages Instrumented apps to deliver usage analytics Specialized by Industry Architecture of the Internet Create experiences people love Design  Principles  
  • 9. Cloud  Transforma-on       2013 New Management Team Innovation Phase 2014 20152002–2007 2007–2012 Extension Applications: EAM, XM, HRSD, LMS Infor 10Xi Launch of Industry CloudSuites ¢ Amazon Relationship Announced Acquisition SalesLogix – CRM Acquisition: Talent Science Infor Labs Created Cloud First Development Approach
  • 10. AWS Summit 2014 “Friends  don't  let  friends  build  data  centers”   Charles Philips CEO Infor
  • 11. Cri$cal  Considera$ons  for  Moving  Core   Applica$ons  to  AWS  
  • 12. Cloud  Migra-on  Roadmap   Assess your Applications & Workloads Build a Business Case Develop a Technical Approach Adopt a flexible Integration Model Address Security and Privacy considerations Manage the migration 1 2 3 4 5 6
  • 13.   Assess  your  Applica$ons  &  Workloads   1 2 3 4 5 61
  • 14. Assess  your  Applica-ons  &   Workloads  Migra-on  to  AWS   Mo$va$ons  and  Considera$ons   •  Broader  reach   •  Business  agility  and  flexibility   •  Improved  availability   •  Improved  responsiveness     •  Reduced  and/or  re-­‐allocated  costs   •  Easier  mobile  access   •  Improved  security     •  BeMer  analy-cs  on  applica-on   usage   Matching  AWS  Characteris$cs   •  Rapid  elas-city   •  Pay-­‐as-­‐you-­‐go  versus  install-­‐and-­‐ own   •  Organiza-on  streamlining   1
  • 15. Assess  your  Applica-ons  &  Workloads     Candidates  for  Migra-on  to  AWS   Immediate  Value   •  Mobile  applica-ons   •  Applica-ons  that  are  run  infrequently   but  require  significant  compu-ng   resources  when  they  run   •  Applica-ons  that  are  run  in  a  -me  zone   different  from  that  where  your   company's  IT  personnel  are  located   •  Development,  tes-ng  and  prototyping   of  applica-on  changes   •  Service  Oriented  Architecture  (SOA)   applica-ons   Value  with  AWS  Op$miza$on   •  Applica-ons  with  sensi-ve  data  that   may  require  a  specific  architecture  to   meet  regulatory  and  legal   requirements   •  Applica-ons  that  rely  on  tradi-onal   NAS  solu-ons  (SMB/NFS)   •  Applica-ons  that  require  frequent  and/ or  voluminous  transac-ons  against  an   on-­‐premises  database   1
  • 16.   Build  a  Business  Case   1 2 3 4 5 6
  • 17. Build  a  Business  Case   •  Application availability •  Privacy •  Application performance •  Application security •  Regulatory compliance •  Revenue impact •  Customer acquisition or engagement impact •  User satisfaction •  Time to market improvements •  Cost of handling peak loads •  On-going cloud service costs •  Cost of developing cloud skills •  Service management •  HR & talent management •  License management •  Application integration •  Application redesign •  Application maintenance & administration •  Application deployment & testing Cost Analysis Service Levels Business Impact 2
  • 18. Build  a  Business  Case   TCO  Savings  by  moving  to  the   Cloud   Cost Saving Areas Description Assumptions Hardware  (CAPEX) •  Servers   •  Virtual  Machine  Licenses   •  Storage   •  Disaster  Recovery/HA   •  One  -me  hardware  refresh  costs  (includes  3P   license  cost)   •  Amor-zed  over  4  years   Disaster Recovery •  Disaster  Recovery  Capability     •  Annual  Disaster  Recovery  Cost    (offsite  backup):   $48K   Upgrade  (CAPEX) •  Standard  on-­‐premise  upgrade   costs   •  Periodic  upgrade  cost:  $81.5K   •  Amor-zed  over  3  years   Infrastructure •  Database  maintenance  cost   •  OS  maintenance  cost   •  Real  Estate   •  Power  and  Cooling     •  Hardware  maintenance:  $xxK   •  3rd  Party  Licenses    (3P  license  maintenance)  :    $xxK     IT  Resources •  IT  resource  that  support  the  Infor   applica-ons  (e.g.,  DBAs,  System   Admins,  OS,  Server  Admin)   •  FTEs:  1.25   •  Total  FTE  Cost  :  $100K  (including  benefits  @  30%)     Applica$on   Maintenance •  Infor  annual  applica-on   maintenance   •  Patching   •  Customiza-ons   •  Based  off  current  applica-on  maintenance  invoice     •  Based on data provided by ABC Inc. the UpgradeX program can not only move ABC Inc. to version 10x but also save $112K per year by moving to the cloud •  Major assumptions for this analysis include comparing the 5 year projection of the current on-premise environment to moving to the cloud •  See Appendix for UpgradeX Benchmarking TCO Assessment Methodology •  Upgrade costs, SaaS migration costs and SaaS subscription fees are estimates and require a proper scoping exercise Annual Savings: $112K $68 $100 $11 $27 $48 $7 $149 $0 $50 $100 $150 $200 $250 $300 On-Premise Infor UpgradeX Thousands 2
  • 19.   Develop  a  Technical  Approach   1 2 3 4 5 6
  • 20. Develop  a  Technical  Approach   •  Lift and shift •  Low effort •  Low skills •  Minimal cloud benefits •  Some efficiency through automation Cloud Hosted Cloud Optimized •  Application modernization •  High effort •  High skills •  Significant cloud benefits Cloud Native •  Significant to complete application rewrite •  High effort •  High skills •  Most significant cloud benefits 3
  • 21. Develop  a  Technical  Approach     Cri-cal  Considera-ons   High Availability Disaster Recovery Automate everything Scale wide Leverage third-party tooling 3
  • 22. Develop  a  Technical  Approach   Building  for  the  Cloud     3 Multi-tenancy Scalability High availability ION/WB integrations Auto-scaling Zero footprint No local device dependency Successful security tests Supports Health check monitors No source code changes Meets patch/ upgrade requirements Stateless Applications Open source technology Minimised 3P products Cloud 1.0 à Cloud 2.0 à Cloud 3.0 Single instance deployments
  • 23. s s EAM XM HCM LMS HRSD LTM MRMTS SCM Financials Supplier Exchange Automotive ExchangeERPCFactory Track Support CertificationTrainingProfessional Services Technology Partners Channel Partners Regions Content delivery POPsAvailability zones Infor CloudSuites ■ Auto Hospitality HealthcareA&D Fashion F&B Equipment Distribution Public SectorCorporate HCMBusiness Rhythm EC2   Auto  Scaling   Route  53   EBS   RDS   SQS   CloudForma-on   Cloud  Watch   Workspaces   ELB     VPC     S3     Glacier   DynamoDB   CloudTrail   Cloud  HSM   IAM   AWS Services Infor Base Services Infor Application Services ERPB 3 Database   Shared  Storage   Document  Storage   Batch   Admin  Access   Logging   File  Transfer   Monitoring   ION   IFS   Prin-ng   Portal   d/EPM/BI/BV   Local.ly   Mo-on   3rd Party Tooling Constructing an Infor CloudSuite™
  • 24.   Adopt  a  Flexible  Integra$on  Model   1 2 3 4 5 6
  • 25. Adopt  a  Flexible  Integra-on  Model   Types  of  Integra-ons   Process (or control) Integration Where an application invokes another in order to execute a certain workflow Data Integration Where applications share common data, or one application’s output becomes another application’s input Presentation Integration Where multiple applications present their results simultaneously to a user through a dashboard or mash-up 4
  • 26. Business Vault Analytics | Reporting | Search | In-context BI Cloud Motion ApplicationApplication Integrate disparate systems simply with greater business process flexibility. •  Upgrade independence •  Workflow and alerts across systems •  Change business processes as needed •  Create real time data repository •  Built to OAGIS and internet standards
  • 27.   Address  Security  &  Privacy  Considera$ons   1 2 3 4 5 6
  • 28. Address  Security  &  Privacy   Things  to  Consider   5 •  Understand exactly what data (including what code, since code may be the confidential asset to protect) will be migrated to the Cloud service •  Map this data to your security classification(s) •  Identify which information raises privacy concerns for example, account numbers, dates of birth, addresses, etc. •  Examine applicable regulations •  Review the cloud providers’ security/privacy measures •  Design how to authenticate and authorize users
  • 29. Address  Security  &  Privacy     Shared  Responsibili-es   Infor  Responsibility   Infor  is  responsible  for  the  Informa-on  Security   Management  System  providing  oversight  of  the   implementa-on,  management  and  monitoring  of   the  solu-on.   AWS  Responsibility   AWS  is  responsible  for  the  security   of  the  infrastructure  and  founda-onal  services.   5
  • 30. Address  Security  &  Privacy   Architectural  Layers  and   Compliance   AWS – Infrastructure Compliance (http://aws.amazon.com/compliance) Infor CloudSuite – Operations and Governance •  HIPAA •  SOC1/SSAE 16/ISAE 3402 •  SOC 2 •  SOC 3 •  PCI DSS Level 1 •  ISO 27001 •  FedRAMP (SM) •  DIACAP and FISMA •  ITAR •  FIPS 140-2 •  CSA •  MPAA •  HIPAA •  SOC1/SSAE 16/ISAE 3402 •  ISO 27001 •  PCI (Selected Apps) •  FIPS 140-2 (Some Instances) •  FedRAMP (Future) •  DIACAP and FISMA (Future) •  ITAR (Future) •  … and growing Infor CloudSuite Solutions and Applications Compliance to various standards and regulations vary depending upon requirements 5 •  MTSC
  • 31. Address  Security  &  Privacy   Defense-­‐in-­‐Depth   Network Security Physical Security Monitoring Operations Security Application Security 5
  • 32.
  • 33.   Manage  the  Migra$on   1 2 3 4 5 6
  • 34. Profile •  Headquartered  in   Wormleysburg,  a  suburb  of   Harrisburg,  PA   •  Diversified,  worldwide   company     •  Serve  industries  fundamental  to   global  economic  progress  and   infrastructure  development     •  3  divisions  –  Harsco  Metals  &   Minerals,  Harsco  Rail  and   Harsco  Industrial     •  2013  revenues  of  $2.8  billion,   60%  of  which  were  generated   interna-onally   Business  Challenges   –  Been  using  Infor  Baan  ERP  for  16  years   –  Environment  was  heavily  modified  and  several  versions  behind   –  Needed  new  environment  for  joint  venture  in  China  in  less  than  120  days   Solu$on  –  UpgradeX   –  Infor  CloudSuite™  Industrial  (Enterprise)   –  Expanded  Applica-on  Managed  Services   Why  Infor?     –  China  environment  was  live  in  60  days   –  Now  deploying  30  users  in  Germany   –  Planned  to  deploy  50  users  in  Italy  by  the  end  of  2014  
  • 35. Profile •  Statutory  body  providing   integrated  distribu-on  and   retail  water  and  wastewater   services  to  customers  within   the  Brisbane,  Ipswich,  Lockyer   Valley,  Scenic  Rim  and   Somerset  local  government   areas  in  Queensland,  Australia.     •  QUU  provides  services  to  1.3   million  people  who  reside   within  14,364  square  kilometre   service  territory.   Business  Challenges   –  Government  Legisla-on  changes  required  QUU  to  have  an  online  connec-on  portal,  accessible  by   the  public   –  Legisla-on  was  to  come  into  effect  within  6  months,  requiring  QUU  to  source  a  supplier,   implement,  test  and  go-­‐live  very  quickly   –  Was  a  highly  manual  process  (limited  process  flow  documenta-on)  with  a  large  team,  so  required   strong  change  management   –  Had  to  align  with  QUU  IT  direc-on  &  strategy  of  quality  design  and  deployed  through  cloud     Solu$on  -­‐  CloudSuite  Public  Sector  (Hansen)   –  The  Infor  Hansen  CDR  and  Dynamic  Portal  (SaaS)  +  EPAK,  for  process  and  QUU  tailored  func-ons.   This  is  used  as  a  strong  training  portal  to  get  new  staff  produc-ve  quicker  and  also  help  with  the   ongoing  change  management.     Why  Infor?     –  Strong  product  func-onality  aligned  with  QUU  requirements     –  Amazing  demonstra-on  delivered  by  Pre-­‐Sales  Subject  MaMer  Experts  resul-ng  in  great  rapport   with  the  business   –  Cloud  offering  allowing  QUU  to  focus  on  the  business   –  Comprehensive  Cloud  SLA’s  
  • 36. Profile •  11,000  Employees   •  93  pa-ent  care  loca-ons  that   offer  services  such  as  diagnos-c   imaging,  laboratory,  and  retail   pharmacy    and  other  essen-al   services   •  Four  respected  hospitals:   WellSpan  York  Hospital,   WellSpan  Ephrata  Comm   •  ,  WellSpan  GeMysburg  Hospital   and  WellSpan  Surgery  and   Rehabilita-on  Hospital   •  Named  Top  25  Most  Connected   Healthcare  Facili-es   Business  Challenges   –  Increasing  IT  support  required  as  they  acquired  addi-onal  hospitals  without   increasing  IT  staff   –  Major  challenge  and  performance  tuning  of  their  Lawson  systems,  especially  BI   –  Needed  modern  plasorm  to  support  their  growth  and  M&A  plans   Solu$on  -­‐  UpgradeX   –  Infor  UpgradeX  at  AWS  including  Financials,  Human  Resource  Management,   Supply  Chain  Management  &  Business  Intelligence   –  Global  HR  was  included  so  WellSpan  could  replace  non-­‐Infor  HCM  point  solu-ons   –  WellSpan  plans  to  implement  GHR  this  fiscal  year  with  plans  to  replace  two   compe--ve  point  solu-ons  annually  thereauer.   Why  Infor?     –  Current  Infor  customer  with  extensive  success  in  using  our  solu-ons.   –  Infor  offering  superior  to  Compe--ve  op-ons  in  aligning  with  WellSpan  goals   –  Return  on  Investment  associated  with  UpgradeX  closed  the  deal  
  • 37. Profile •  The  Fe-m  Group  is  an   interna-onal  trading  company   specialised  in  the  design,   development,  marke-ng  and   sale  of  construc-on  products,   flooring,  home  decora-on  and   bathroom  fivngs.   •  For  nearly  100  years  the  Fe-m   Group  has  been  ac-ve  in  over   40  countries   •  HQ  in  Amsterdam   Business  Challenges   –  Rapid  expansion  of  Business,  IT  Resources  strapped  and  unable  to  leverage  new   func-onality.   Solu$on  -­‐  UpgradeX   –  CloudSuite™:  Upgrade  to  the  Cloud  with  SaaS  pricing  model  based  out  of  EMEA   AWS  (Ireland).     –  Technology:    Complete  Infor  Technology  stack  in  the  Cloud  –  Infor  Ming.le™,   Infor  ION  (Process),  Infor  Mobile  applica-ons.   Why  Infor?     –  Infor  Partnership:  Long-­‐term  Infor  customer  engaged  with  Distribu-on  Industry   Council.    Strong  execu-ve  rela-onships  and  confidence  in  Infor  to  deliver.   –  Func-onality  –  10x:    New  version  of  M3  provided  the  strongest  solu-on  in  the   marketplace  and  a  compelling  reason  to  upgrade.    Strong  Business  Case  to   consider  Cloud  deployment  so  resources  can  focus  on  expansion  of  business.