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Fitch Ratings: Migrating to the Cloud to
Transform Business Services Delivery
K e i t h H o c h b e r g – S r . D i r e c t o r – I n f r a s t r u c t u r e – F i t c h G r o u p
C h r i s L a l o r – D i r e c t o r – C l o u d E n g i n e e r i n g – F i t c h G r o u p
C l a r k W h i t e w a y – C l o u d E n a b l e m e n t L e a d e r – C l o u d r e a c h I n c
ENT317
November 29, 2017
AWS re:INVENT
Who We Are
Keith Hochberg
Sr. Director, Infrastructure
Chris Lalor
Director, Cloud Engineering
Clark Whiteway
Cloud Enablement Leader
Our 2 Year Journey:
2015 2016 2017
Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Get the
business ready
Get team ready Pilot Migrate!
Run
Ops
Get the business ready (6 critical months)
First 3 months: Discovery & Planning
• Engaged Cloudreach
• Conducted inventory of our estate
• Assessed costs and risks
• Developed preliminary plans
Next 3 months: Executive Buy-in
• Reviewed plans with Exec team,
Chief Risk Officer, Compliance, and
Board
• Recast plans to minimize risk
Our Business Case
• Objectives:
- Improve reliability, resiliency, and security
- More productive and flexible environment for
developers
- Lower infrastructure and support costs
• Think “cloud first” and “cloud only”
• Migration plans around carefully managing risk
- Strong partner
- Migrate in small increments
- Well-established governance, design, documentation,
test procedures, etc.
Migration Snapshot
by the numbers
100Applications
3,500 Users
55 Offices
30 Countries
Strategic
Planning and
Cost Modeling
Q1 2016
Get the team ready(6 critical months)
First 3 months: Build Discipline
• Build detailed designs
• Implement VPC, IAM, and AD
• Set up Packer, Bamboo, and Chef
• Develop preliminary plans
• Begin training early specialists
Next 3 months: Build Out
• Build Cloud Engineering group
• Create Checklists and Process
• Write recipes and stack templates
• Build basics for Financial Reporting
Building a Strong Foundation
Spent 6 months building foundational architecture.
Why?
• It starts at the ground up
• We are a highly regulated agency
• Wanted to migrate efficiently
• Moved DevOps tools to the cloud
Pilot: migrated Fitchratings.com
Migrate!(6 months)
KEY STRATEGIES
• Factory Approach
• Extensive testing, checklists &
documentation
• “Just move it!” …Every Week
• Regular stakeholder meetings
Team Structure for Migration
AWS Migration
Program Office
AWS Cloud
Engineering
Team
Migration
Factory
Security Testing
& Surveillance
Disaster &
Recovery
Testing
Development
Teams, Dev Ops,
QA, TAMs
Steering
Committee
Fitch
Cloudreach with Fitch
New Fitch Team
Our Migration Factory Approach
• The benefits of shifting to an agile process
• Just move it
• More in-flight = more opportunities to go live
• JIRA script for creating automated Epics per
app
• Migration Day every week
• Balancing velocity with engineering quality
• Focus on staff morale
• Documentation and Knowledge Transfer
Building with Epics
Weekly Migration Day
1
8
6
9
2
3
4
7
2
1
3
12
2
4
1
0
3
12
0
2
0
2
1
0
2
4
6
8
10
12
14
4-Jan
11-Jan
18-Jan
25-Jan
1-Feb
8-Feb
15-Feb
22-Feb
1-Mar
8-Mar
15-Mar
22-Mar
29-Mar
5-Apr
12-Apr
19-Apr
26-Apr
6-May
12-May
19-May
2-Jun
15-Jun
Aug.18
Applicationsmoved
Migration week
Run Ops:
OPERATING PRINCIPLES
• Pet to cattle
• Problem, Process, Toolchain
• GIT is critical
• Linking knowledge to commits
• Tag everything
• Partner with Finance -- cloudFin
TOOLS OF THE TRADE
• Chef, AWS CloudFormation, and
Cloureach Sceptre
• Languages of choice
• AWS Config and AWS Lambda for
DevSecOps
Discipline for Operating in the Cloud
Metric-driven
Engineering
Infrastructure
as Code
DevSecOps
Service
Optimization
Monthly
FinOps
Evolving our Discipline
• Leveraging new AWS services
• AWS Organizations
• Learning to build Cloud Native
• PaaS and containerization of workloads
Delivering Business Services with AWS
Nimbleness
PerformanceProductivity
Accountability
Summary:
OUR JOURNEY WHAT WORKED WELL
Get the business ready • 6 months – well worth it
Get the team ready
• Another great 6 months
• Hiring the key members
• Investing in design & base configuration
Pilot • Start small and slow
Migrate!
• Factory approach
• Move something every week
• Process, governance key
Run Ops
• Hand-off and phasing out of consultants
• Cloud best practices
Remember to complete your evaluations!
Thank you

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Fitch Ratings: Migrating to the Cloud to Transform Business Services Delivery - ENT317 - re:Invent 2017

  • 1. Fitch Ratings: Migrating to the Cloud to Transform Business Services Delivery K e i t h H o c h b e r g – S r . D i r e c t o r – I n f r a s t r u c t u r e – F i t c h G r o u p C h r i s L a l o r – D i r e c t o r – C l o u d E n g i n e e r i n g – F i t c h G r o u p C l a r k W h i t e w a y – C l o u d E n a b l e m e n t L e a d e r – C l o u d r e a c h I n c ENT317 November 29, 2017 AWS re:INVENT
  • 2. Who We Are Keith Hochberg Sr. Director, Infrastructure Chris Lalor Director, Cloud Engineering Clark Whiteway Cloud Enablement Leader
  • 3. Our 2 Year Journey: 2015 2016 2017 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Get the business ready Get team ready Pilot Migrate! Run Ops
  • 4. Get the business ready (6 critical months) First 3 months: Discovery & Planning • Engaged Cloudreach • Conducted inventory of our estate • Assessed costs and risks • Developed preliminary plans Next 3 months: Executive Buy-in • Reviewed plans with Exec team, Chief Risk Officer, Compliance, and Board • Recast plans to minimize risk
  • 5. Our Business Case • Objectives: - Improve reliability, resiliency, and security - More productive and flexible environment for developers - Lower infrastructure and support costs • Think “cloud first” and “cloud only” • Migration plans around carefully managing risk - Strong partner - Migrate in small increments - Well-established governance, design, documentation, test procedures, etc. Migration Snapshot by the numbers 100Applications 3,500 Users 55 Offices 30 Countries Strategic Planning and Cost Modeling Q1 2016
  • 6. Get the team ready(6 critical months) First 3 months: Build Discipline • Build detailed designs • Implement VPC, IAM, and AD • Set up Packer, Bamboo, and Chef • Develop preliminary plans • Begin training early specialists Next 3 months: Build Out • Build Cloud Engineering group • Create Checklists and Process • Write recipes and stack templates • Build basics for Financial Reporting
  • 7. Building a Strong Foundation Spent 6 months building foundational architecture. Why? • It starts at the ground up • We are a highly regulated agency • Wanted to migrate efficiently • Moved DevOps tools to the cloud
  • 9. Migrate!(6 months) KEY STRATEGIES • Factory Approach • Extensive testing, checklists & documentation • “Just move it!” …Every Week • Regular stakeholder meetings
  • 10. Team Structure for Migration AWS Migration Program Office AWS Cloud Engineering Team Migration Factory Security Testing & Surveillance Disaster & Recovery Testing Development Teams, Dev Ops, QA, TAMs Steering Committee Fitch Cloudreach with Fitch New Fitch Team
  • 11. Our Migration Factory Approach • The benefits of shifting to an agile process • Just move it • More in-flight = more opportunities to go live • JIRA script for creating automated Epics per app • Migration Day every week • Balancing velocity with engineering quality • Focus on staff morale • Documentation and Knowledge Transfer
  • 14. Run Ops: OPERATING PRINCIPLES • Pet to cattle • Problem, Process, Toolchain • GIT is critical • Linking knowledge to commits • Tag everything • Partner with Finance -- cloudFin TOOLS OF THE TRADE • Chef, AWS CloudFormation, and Cloureach Sceptre • Languages of choice • AWS Config and AWS Lambda for DevSecOps
  • 15. Discipline for Operating in the Cloud Metric-driven Engineering Infrastructure as Code DevSecOps Service Optimization Monthly FinOps
  • 16. Evolving our Discipline • Leveraging new AWS services • AWS Organizations • Learning to build Cloud Native • PaaS and containerization of workloads
  • 17. Delivering Business Services with AWS Nimbleness PerformanceProductivity Accountability
  • 18. Summary: OUR JOURNEY WHAT WORKED WELL Get the business ready • 6 months – well worth it Get the team ready • Another great 6 months • Hiring the key members • Investing in design & base configuration Pilot • Start small and slow Migrate! • Factory approach • Move something every week • Process, governance key Run Ops • Hand-off and phasing out of consultants • Cloud best practices
  • 19.
  • 20. Remember to complete your evaluations!