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CASE STUDY


                                               PepsiCo
                                               Integrating Sun IDM Password Management with IVR

                                               In 2009, Partners Consulting was engaged to create a mechanism that
                                               would allow employees and external users to privately and securely
                                               manage their IDM password without the requirement of using a
                                               computer. The company employs approximately 185,000 people
                                               worldwide, and its products are sold in approximately 200 countries.
                                               PepsiCo’s principal businesses include: Snack foods, Beverages, Sports
                                               drinks and Juices. They previously integrated a phone based helpdesk
                                               system that they were currently using to help their users deal with
                                               password issues and other computer and system related issues. The
                                               number of password calls to the helpdesk was increasing and more
                                               helpdesk personnel would be needed to support the calls. The goal was
                                               to assist PepsiCo’s users in resolving password issues without having to
                                               involve helpdesk personnel and to do this without requiring a computer
                                               interface.

                                               The addition of an automated telephone password management option
                                               will:

                                                  •        Enhance the user experience by providing a simple,
                                                           automated, 24/7 solution for users who can't access a
                                                           webpage.
                                                  •        Significantly reduce help desk call volumes and their
                                                           associated costs by automating the most common helpdesk
                                                           request.

                                                  •        Allow helpdesk technicians to focus more attention on more
                                                           complex tasks, further enhancing responsiveness and
                                                           customer satisfaction within their user community.
                                               Solution 

                                               The solution architecture was a simple extension of the existing IdM
                                               (Identity Management) and IVR (Interactive Voice Response) systems.
                                               In order to minimize the customizations to the IdM system that must be
                                               maintained, the IdM SPML interface was utilized for communication
                                               between the two systems.

                                               SPML (“Service Provisioning Markup Language”) is a protocol that was
                                               created by the OASIS web-service standards organization to provide an




www.partnersconsulting.com | 1(866) 736.5500
CASE STUDY


                                               open, standards-based method for systems to interoperate for
                                               provisioning requests. These requests are based on a common
                                               Request/Response model, and include the necessary features in order to
                                               support password management requests.

                                               Sun Identity Manager has built-in native support for SPML that was
                                               utilized. In this case, IdM acts as the web service “provider” and IVR
                                               acts as the web service “consumer”. IVR will send SPML requests to
                                               IdM; IdM will process the request, and return an SPML response to the
                                               IVR application. The SPML SOAP Handler on the IdM server maps the
                                               SPML requests to native IdM function calls, such as querying a user,
                                               processing a form or view, launching workflows, and provisioning
                                               changes to the target applications via resource adapters.

                                               The SPML protocol utilizes SOAP, a standard for web services which is
                                               based on XML for the message format and HTTP(S) for the transport
                                               protocol. All communication for the IVR Integration was done via secure
                                               HTTPS SPML calls on an encrypted, private WAN connection between
                                               the IVR and IDM systems.



                                               Partners’ Consulting Approach 

                                               Partners leveraged our 5D Methodology™ that we developed from our
                                               years of consulting experience. Using our methodology, we were able to
                                               provide expert oversight, monitoring, and reporting on the issues
                                               enabling the organization to make decisions that were best for their
                                               needs at the appropriate time throughout the project.




www.partnersconsulting.com | 1(866) 736.5500
CASE STUDY


                                               Major Challenges Included: 

                                                  •     Fine tuning Voice Recognition
                                                  •     Providing communication paths between two unlike systems.
                                                  •     The IVR system was untested and had not been used in the
                                                        companies environment before
                                                  •     IVR must be able to retrieve the IDM user’s authentication
                                                        questions and verbally ask the caller the questions.
                                                  •     IVR must understand a callers response to prompts even in
                                                        noisy environments

                                               Sun Identity Manager 

                                               Our customer, PepsiCo, had already integrated Sun Identity Manager to
                                               address their needs with respect to:

                                                  •     New Account Requests (and updates)
                                                  •     Provisioning and De-provisioning
                                                  •     Password Self-Service

                                               Partners Consulting Enabled Success 

                                                  •     Took advantage of IDMs built-in native support for the SPML
                                                        protocol
                                                  •     Took advantage of the standard SOAP web services for
                                                        message formatting
                                                  •     All communication was through HTTPS SPML calls




www.partnersconsulting.com | 1(866) 736.5500

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Case Study: PepsiCo IDM

  • 1. CASE STUDY PepsiCo Integrating Sun IDM Password Management with IVR In 2009, Partners Consulting was engaged to create a mechanism that would allow employees and external users to privately and securely manage their IDM password without the requirement of using a computer. The company employs approximately 185,000 people worldwide, and its products are sold in approximately 200 countries. PepsiCo’s principal businesses include: Snack foods, Beverages, Sports drinks and Juices. They previously integrated a phone based helpdesk system that they were currently using to help their users deal with password issues and other computer and system related issues. The number of password calls to the helpdesk was increasing and more helpdesk personnel would be needed to support the calls. The goal was to assist PepsiCo’s users in resolving password issues without having to involve helpdesk personnel and to do this without requiring a computer interface. The addition of an automated telephone password management option will: • Enhance the user experience by providing a simple, automated, 24/7 solution for users who can't access a webpage. • Significantly reduce help desk call volumes and their associated costs by automating the most common helpdesk request. • Allow helpdesk technicians to focus more attention on more complex tasks, further enhancing responsiveness and customer satisfaction within their user community. Solution  The solution architecture was a simple extension of the existing IdM (Identity Management) and IVR (Interactive Voice Response) systems. In order to minimize the customizations to the IdM system that must be maintained, the IdM SPML interface was utilized for communication between the two systems. SPML (“Service Provisioning Markup Language”) is a protocol that was created by the OASIS web-service standards organization to provide an www.partnersconsulting.com | 1(866) 736.5500
  • 2. CASE STUDY open, standards-based method for systems to interoperate for provisioning requests. These requests are based on a common Request/Response model, and include the necessary features in order to support password management requests. Sun Identity Manager has built-in native support for SPML that was utilized. In this case, IdM acts as the web service “provider” and IVR acts as the web service “consumer”. IVR will send SPML requests to IdM; IdM will process the request, and return an SPML response to the IVR application. The SPML SOAP Handler on the IdM server maps the SPML requests to native IdM function calls, such as querying a user, processing a form or view, launching workflows, and provisioning changes to the target applications via resource adapters. The SPML protocol utilizes SOAP, a standard for web services which is based on XML for the message format and HTTP(S) for the transport protocol. All communication for the IVR Integration was done via secure HTTPS SPML calls on an encrypted, private WAN connection between the IVR and IDM systems. Partners’ Consulting Approach  Partners leveraged our 5D Methodology™ that we developed from our years of consulting experience. Using our methodology, we were able to provide expert oversight, monitoring, and reporting on the issues enabling the organization to make decisions that were best for their needs at the appropriate time throughout the project. www.partnersconsulting.com | 1(866) 736.5500
  • 3. CASE STUDY Major Challenges Included:  • Fine tuning Voice Recognition • Providing communication paths between two unlike systems. • The IVR system was untested and had not been used in the companies environment before • IVR must be able to retrieve the IDM user’s authentication questions and verbally ask the caller the questions. • IVR must understand a callers response to prompts even in noisy environments Sun Identity Manager  Our customer, PepsiCo, had already integrated Sun Identity Manager to address their needs with respect to: • New Account Requests (and updates) • Provisioning and De-provisioning • Password Self-Service Partners Consulting Enabled Success  • Took advantage of IDMs built-in native support for the SPML protocol • Took advantage of the standard SOAP web services for message formatting • All communication was through HTTPS SPML calls www.partnersconsulting.com | 1(866) 736.5500