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Cloud Migration for Financial Services - Toronto - October 2016

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Presented by Cloud Technology Partners. Robert Christiansen presents us best practices for cloud adoption, taking us on the journey from a single application on the cloud, through hybrid cloud, culminating with a Cloud First Approach.

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Cloud Migration for Financial Services - Toronto - October 2016

  1. 1. © 2016 Cloud Technology Partners, Inc. / Confidential 1 Cloud Adoption Best Practices October 11th, 2016 Robert Christiansen
  2. 2. © 2016 Cloud Technology Partners, Inc. / Confidential 2 • Leads the Cloud Adoption Program Global Practice • 30+ years of IT experience with 10 in public and private cloud Robert Christiansen Vice President, Cloud Adoption Practice Lead at CTP Today’s Speaker robert.christiansen@cloudtp.com
  3. 3. © 2016 Cloud Technology Partners, Inc. / Confidential 3 Enterprise Cloud Experts CTP is the premier cloud services and software company for enterprises moving to cloud. • Experts in end-to-end cloud adoption and mission-critical cloud application development • Experts in enterprise cloud and work closely with AWS and others • No one is more cloud-focused, attentive, and capable than CTP 350+ Enterprise Projects Proven, qualified, certified. ✓ AWS Premier Consulting Partner ✓ AWS DevOps Competency ✓ AWS Migration Competency ✓ Gartner 2016 Cool Cloud Vendor
  4. 4. © 2016 Cloud Technology Partners, Inc. / Confidential 4 Cloud First Why CTP? We Accelerate Cloud Transformation ● We move the right workloads to the right target environment ● We are building the next generation business critical systems (IoT, Big Data, HPC) ● We are the company that supports the broadest base of cloud platforms ● We are building the future of computing today – In the enterprise and @ scale Hybrid CloudSingle Application
  5. 5. © 2016 Cloud Technology Partners, Inc. / Confidential 5 Comprehensive Cloud Services Innovate on cloud.Move to cloud. Cloud Adoption Follow a comprehensive and proven approach to enterprise cloud adoption with the Cloud Adoption Program. ● Cloud Business Office ● Security and Governance ● Implementation and Migration Digital Innovation Build innovative cloud-based software solutions and accelerate adding value to your business. ● Internet of Things (IoT) ● Big Data and Analytics ● Blockchain, Machine Learning and more Run the cloud. Managed Services Offload the ongoing operations and maintenance of your cloud with our managed services offerings. ● Environment and Applications ● DevOps and CloudOps ● Optimization and Improvement
  6. 6. © 2016 Cloud Technology Partners, Inc. / Confidential 6 Let’s Start with “Why”
  7. 7. © 2016 Cloud Technology Partners, Inc. / Confidential 7 Why Are You Here? 1) I want to understand how to move to AWS safely.
  8. 8. © 2016 Cloud Technology Partners, Inc. / Confidential 8 Why Are You Here? 2) I want to understand the economics of this change. Data Center Costs • Hardware and networking costs • Downtime costs (planned and unplanned) • Upgrades cost • SLA penalties • Deployment cost • Operational support cost (day to day operations) • Performance costs • Cost of selection of the vendor software • Requirements analysis cost • Developer, admin and end-user training cost • Application designs and development costs • Cost of integration with other systems • Quality, user acceptance and other testing costs • Application enhancement and bug fixes cost • Replacement costs • Cost of other risks (including security breaches) 10% 90%
  9. 9. © 2016 Cloud Technology Partners, Inc. / Confidential 9 Why Are You Here? 3) I want to protect and accelerate our competitive advantage.
  10. 10. © 2016 Cloud Technology Partners, Inc. / Confidential 10 Prior to the national grid, all factories generated their own power. They leveraged hydroelectricity and burned coal.
  11. 11. © 2016 Cloud Technology Partners, Inc. / Confidential 11 It took 20 years to convince businesses that a multi-tenant power grid was a good idea.
  12. 12. © 2016 Cloud Technology Partners, Inc. / Confidential 12 Pop Quiz: What is the average utilization percentage of virtual CPUs in a data center? Answer: 12%
  13. 13. © 2016 Cloud Technology Partners, Inc. / Confidential 13 Realization #1 “We must come together in a shared computer model.”
  14. 14. © 2016 Cloud Technology Partners, Inc. / Confidential 14 Boston Headquarters 263 Summer Street Fourth Floor Boston MA, 02210 Contact 617.674.0874 info@cloudtp.com www.cloudtp.com However, data center consolidation is a one-time event. The long-term value of cloud lays elsewhere...
  15. 15. © 2016 Cloud Technology Partners, Inc. / Confidential 15 The real value of cloud is... ‘The Speed of Innovation’
  16. 16. © 2016 Cloud Technology Partners, Inc. / Confidential 16 Infrastructure as Code • Rapid provisioning • Compliance through software • Continuous governance • Elastic load balancing • Multi-data center HA • Geo-distribution failover • Pay for use What used to cost millions now cost hundreds Accelerate Software Deployments
  17. 17. © 2016 Cloud Technology Partners, Inc. / Confidential 17 Realization #2 “Accelerating the software release process has a massive impact on the business.” Cloud Adoption can be “The One Thing”
  18. 18. © 2016 Cloud Technology Partners, Inc. / Confidential 18 The Tyranny of “How?” ● What used to take months and millions of $$s... ● Now takes minutes and costs less than $1,000s ● “How” we move to the cloud is significantly lower risk and more secure than moving to a new physical data center. Don’t let “HOW” get in the way of “WHY” Learning has very little risk!
  19. 19. © 2016 Cloud Technology Partners, Inc. / Confidential 19 Realization #3 “Enterprises are not ready for the organizational change necessary to realize the benefits of the cloud.” We are working new organizational muscles and making new decisions. Log Jams Will Happen!
  20. 20. © 2016 Cloud Technology Partners, Inc. / Confidential 20 Building a Cloud Strategy Best Practices
  21. 21. © 2016 Cloud Technology Partners, Inc. / Confidential 21 Best Practice #1 - Alignment Workshops Address the Fear, Uncertainty and Doubt Early Alignment Workshops Not everyone is on the same page! Lessons Learned: 1. Get GRC involved early 2. Deeply involve all security teams 3. Know your blockers 4. Make Application Teams part of the process 5. Have a clear “WHY CLOUD?” message
  22. 22. © 2016 Cloud Technology Partners, Inc. / Confidential 22 Best Practice #2 - Understand the Economics Perform TCO / ROI to Justify Business Case Understand the Economics Economics are your organization’s “True North”. Lessons Learned: 1. Those who skipped economic studies lack the “firepower” to move their projects forward 2. Build an economic model up front 3. Refine your model with each iteration of your cloud 4. Involve finance early in the discussion 5. Automation of governance is critical to maintaining KPIs
  23. 23. © 2016 Cloud Technology Partners, Inc. / Confidential 23 Best Practice #3 - Make a Decision Successful Cloud Initiatives Start with a Decision Commitment is required. Lessons Learned: 1. Everyone must agree “Why Cloud” 2. Dedicate a team 3. Gain appropriate funding 4. Continue to educate GRC 5. Leverage your CBO as communication hub Agree on Direction and Why
  24. 24. © 2016 Cloud Technology Partners, Inc. / Confidential 24 Best Practice #4 - Establish a CBO Establish a Cloud Business Office The move to the cloud touches many parts of the business. Governance is core to the CBO. Lessons Learned: 1. Ring-fence the team 2. Central point for decision clearing with SLAs 3. All stakeholders must have full or part time roles 4. Governance is key to CBO 5. Make communications a core function Cloud Business Office
  25. 25. © 2016 Cloud Technology Partners, Inc. / Confidential 25 Third Parties AWS, Tools vendors, private cloud providers, etc.) Compliance & Risk Enterprise Supplier Management (Contract management) Third Parties (AWS, tool vendors, etc.) Communications Compliance & Risk Cloud Engineering Technology Center of Excellence (SMEs) Best Practice - Cloud Business Office A Cloud Business Office (CBO) serves as the central point of decision-making and communication for your cloud program – both internal and external to your company. Information Security Operations (Governance & monitoring) IT Finance (Chargeback, budget, invoicing) App Owners (LOB, Dev teams, etc.) HR (Onboarding, Training) Cloud Business Office ✓ An industry best practice to ensure the success of your cloud transformation ✓ Permanent decision-making and governing body ✓ More than a Center of Excellence or Program Management Office
  26. 26. © 2016 Cloud Technology Partners, Inc. / Confidential 26 Existing Roles CBO Roles Full-time Part-time Observers CBO Provides Clarity and Accountability CBO is focused on “Time to Value” • Application team onboarding • Assignments & accountability • Cloud capabilities / timing • Vendors and partners • PMO / PM enablement
  27. 27. © 2016 Cloud Technology Partners, Inc. / Confidential 27 Best Practice #5 - Discovery Dependency Discovery is Required CMDB & tribal knowledge are not dependable. Lessons Learned: 1. Electronic discovery is required 2. Dependencies limit ability to move to cloud 3. Hybrid (on-prem to AWS) will exist and creates latency 4. Legacy thinking gets in the way Discovery
  28. 28. © 2016 Cloud Technology Partners, Inc. / Confidential 28 Best Practice #6 - Security Assessment Know Where You Are Processes, roles, and technology are different in the cloud. Lessons Learned: 1. Assess against CSA / ISO 270XX standard 2. Start with a known secure cloud (MVC) reference architecture 3. Assess against a baseline 4. Find the gaps and plan for the remediations 5. Many existing toolsets may not make the trip Security Assessment
  29. 29. © 2016 Cloud Technology Partners, Inc. / Confidential 29 Best Practice #7 - Establish a Minimum Viable Cloud (MVC) We Can Iterate Cloud Solutions Minimum Viable Cloud Start with a “Known” MVC Architecture. Lessons Learned: 1. Start with a foundation on AWS 2. Leverage a known and proven MVC architecture 3. Work the organization’s muscles 4. Select a pilot app that is meaningful 5. Migrate the pilot to the MVC to work the system 6. Learn from the process and iterate
  30. 30. © 2016 Cloud Technology Partners, Inc. / Confidential 30 Alignment and planning are core to our methodology and are critical to MVC! The MVC is the foundation for your 1st meaningful pilot application. Key Concept: Alignment with Baseline Networking VPC Accounts Logging IAM / Security Encryption Tools Image Management Automation Applications Security CloudOps Economics DevOps Infrastructure Gather Your Requirements Build MVC for AWS Monitoring Storage
  31. 31. © 2016 Cloud Technology Partners, Inc. / Confidential 31 Key Concept: Minimum Viable Cloud (MVC) App Owner Account - A App Owner Account - B Public Cloud Region Web App Dev/Test Web App Production IT Central Services Security, Governance, Ops VPC VPC VPC Big Data Production Big Data Dev/Test VPC MVC - A secure public cloud environment running at least 1 client application to exercise the organization’s muscle, demonstrate the viability of cloud services and engage all necessary enterprise organizations. VPC ● Monitor / Logging ● Security / IAM ● Governance ● Encryption ● Networking ● DR / BC ● Automation
  32. 32. © 2016 Cloud Technology Partners, Inc. / Confidential 32 Best Practice #8 - Governance Automation is Critical to Good Governance We are able to provision complete systems in minutes. Strong governance is critical. Governance Lessons Learned: 1. Dev teams are not good at policing resources 2. Automation is critical for governance 3. Tagging standards are a must 4. Cloud governance is more than Operations 5. Leverage tools wherever possible 6. Financial controls are critical at scale
  33. 33. © 2016 Cloud Technology Partners, Inc. / Confidential 33 Best Practice #9 - Automation and Validation Infrastructure is Now Software - Control and Validate Lessons Learned: 1. Teams aspire to automate everything 2. Learn best practices from App Dev teams 3. Educate all parties on new model of infrastructure 4. Reviews will be of code, not physical infrastructure 5. Use tools to validate and test configurations Deployment is automated. Insert controls and checkpoints to inspect before making a change. Automate & Validate
  34. 34. © 2016 Cloud Technology Partners, Inc. / Confidential 34 Best Practice #10 - Prepare for Migration @ Scale Migration @ Scale is the Goal - One App at a Time Lessons Learned: 1. Solid MVC and factory model is critical 2. Checkpoints, not automation, are required 3. Operations and governance must be in place prior to mass migration 4. Control new services releases Migration @ Scale is hard. Movement is accomplished through a factory approach. Factory
  35. 35. © 2016 Cloud Technology Partners, Inc. / Confidential 35 Phases 2 & 3 Phase 4 - Migration @ Scale Phase 5 - Operate App Assessment and MVC Build Migration @ Scale Workbench Paths REHOST REPLATFORM REFACTOR REPLACE RETIRE Applications Destination Best Practice #10 - Migration Workbenches
  36. 36. © 2016 Cloud Technology Partners, Inc. / Confidential 36 Start Assessments ● Application portfolio and economic ● Security controls and technology ● Infrastructure and operations Establish Your CBO ● Cloud leader / operations ● Business unit / Security ● Architect and engineer Build MVC and Pilots ● Select pilots and use cases that matter ● Exercise organizational muscles Start with a CAP Workshop! ● Understand your “why” and build alignment ● Clear FUD ● Educate leaders on cloud strategy and technology ● Accelerate cloud program 21 3 4 Next Actions
  37. 37. © 2016 Cloud Technology Partners, Inc. / Confidential 37 Cloud Adoption Blueprint 10 Best Practices for Success cloudtp.com/doppler More on this topic
  38. 38. © 2016 Cloud Technology Partners, Inc. 38 Boston Headquarters 263 Summer Street Fourth Floor Boston MA, 02210 Contact 617.674.0874 info@cloudtp.com www.cloudtp.com Questions? robert.christiansen@cloudtp.com

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