The document outlines an agenda for a virtualization and private cloud event, including a keynote from an analyst on cloud adoption trends in financial services, a case study panel from various companies, and solo presentations from experts on virtualization and private cloud solutions. The event aims to provide financial services firms lessons on successfully adopting cloud technologies based on customer case studies and best practices.
16. Delivery / Deployment Models in Financial Services
Delivery models are evolving
Public and Private clouds
with highly virtualized
environment
Traditional data centers
Outsourced services
Software as a Service
Infrastructure as a Service
Platform as a Service
Process as a Service
Hybrid clouds
17. Evaluating Clouds for Financial Sector
Compliance and regulations
will help dictate decisions
Public clouds wells-suited to
highly scalable, lower risk,
predictable workloads
Allow firms to experiment with
new business and delivery
models (partners and
customers) with less risk.
Support highly-specialized
workloads (CRM for leads; on-
premise for customers, etc.)
18. Financial Sector Adoption Trends
.
Repetitive simple workloads (email, storage and
compute services) can be moved to a cloud environment
Software as a Service applications are well suited to run
and manage targeted applications (CRM, HR, team
collaboration, etc.)
Private cloud environments allow financial firms to easily
provide services and automate provisioning of resources
to support secure internal requirements
19. Clouds To Support Customer Experience
The focus must be on the
customer experience
Provide the customer
predictable, safe, and
consistent experience
(payment services, supply
chain, mobile etc.)
Hybrid allows financial IT to
mix private and public cloud
services to deliver high-quality
customer service
20. Strategies and Planning for Financial Sector Clouds
All cloud delivery models must be managed as though it
were a single homogeneous environment.
All cloud delivery models must abstract any complexities
away from the customer
All cloud delivery models should provide a single service
level agreement based on business requirements
All cloud delivery models need a consistent method of
monitoring, measuring, and governing – especially for
hybrid environments
21. Service Management Delivers Successful Clouds
Because security, predictability and compliance
requirements are so high in financial services, you should…
Look at all IT resources as part of your IT environment
including data center, outsourced services, SaaS applications,
private and public cloud services.
Include those services that touch employees, customers,
partners and suppliers
Manage all of these as though they are a cohesive
environment
Develop a strategy that is based on the Service Level
Agreement required from your business leaders
22. Next Steps for Successful Financial Services Clouds
Do you have a service
management strategy across
your data center, public cloud
services, and private cloud?
What type of SLA does your
provider offer? Read the fine
print
What is your governance
model?
What type of quality of service
do your customers, suppliers,
and customers expect and
demand?
26. Case Study of Large Banking Firm:
Why Cloud?
Gordon Haff
Cloud Evangelist, Red Hat
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27. Case Study of a Large Banking Firm: Why Cloud?
Reduce cost and increase efficiencies:
Reduce overal costs/ balance CAPEX and OPEX
Increase efficiency and flexibility
Reduce complexity, create lighter weight infrastructure
Quickly adapt and respond to changing demands
Increase productivity, innovation and long term product development
Reduce time to market, ensure competitive advantage
Drive performance
Speed development and reaction time
Stakeholder/Executive Catalysts
Credit crisis drives push for efficiency gains, cost containment
Competitive concerns
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28. Challenges and Concerns – Real and Imagined
Change management
Security
Scalability
Integrating existing technology investments into the cloud
Regulatory adherence
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31. RED HAT NETWORK SATELLITE
Highly scalable lifecycle Cloud highlights
management of Red Hat
Satellite APIs provide rich mechanism to
Enterprise Linux systems integrate cloud content management
processes
Key benefits Satellite provides multi-tenant capabilities to
divide and organize large groups of systems,
Scale logically, locally and globally both physical and virtual
with your IT infrastructure
Satellite templates allow groups of systems
Scheduled provisioning, installation to remain compliant, consistent and secure
and update Satellite provides reports to track inventory
Templatable, flexible provisioning and content compliance
and configuration
Deep and broad APIs to integrate
with existing infrastructure
management applications
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32. JBOSS OPERATIONS NETWORK
Integrated JBoss management Cloud highlights
JON provides operational visibility and
Key benefits control of JBoss middleware in the cloud
Application lifecycle management JON provides ability to deploy applications
(current), application containers (soon)
Availability and performance essential for building out JBoss deployments
management in the cloud
Single integrated console to provide JON provides monitoring of applications in
visibility for entire JBoss stack the cloud
Positioned for use across dev, test, JON provides flexibility to extend JBoss
management to 3rd party vendor products.
infrastructure, and production
teams and environments
Positioned today to address both
admin and ops use cases for
application managers
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34. Benefits
Reduced Costs, Increased IT Value:
“For years you couldn’t prove that IT can generate cost
savings and potentially revenues for the business, but
you can now. And that’s exciting.”
Required Security and Scalability:
“We already can demonstrate the required levels of
security and the needed scalability on the cloud today.”
Increased Speed:
“We provisioned a server from bare metal to
operational in five minutes. This got people really
excited. Previously it could take six weeks...
Developers want it. The business wants it. Everyone
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wants it.”
66. Case Study: Customer Master Synch
World Wide leader in news and business information
Business Problems
• Salesforce .com in the Cloud while
Advertising Systems behind firewall Operative
• Same Customer data in multiple
systems
• Changes to customer data needed to
occur in multiple places PeopleSoft
– Drain on productivity
– Error-prone processes Contracts Hub
Competing Technologies Mactiva
• Custom code
– Not scalable or cost effective
Multiple On-Premise Apps – SFDC
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67. Case Study: Customer Master Synch
Real-time integration in 30 days
Solution
• Cast Iron Integration synched customer
hub in SFDC with all other customer
applications
Mactiva
Customer
• Ability to use web-services plus FTP to our Hub
Advertising Systems thru firewalls.
• Verification of Customers done at SFDC
PeopleSoft
instead of each of the Advertising Systems
• Ability to add end points with only
configuration changes
Operative
Results Dashboard
• Real-time integration achieved in 30 days
Contract Hub
• One-Stop-Shopping for Sales
• Immediate savings on credit checks Multiple On-Premise Apps – SFDC
• Cast Iron used as a platform for future
integration projects
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