Cloud Technology Partners’ (a premier consulting partner and part of APN) practice leader Robert Christiansen provides an overview of why Financial Services organizations are looking to migrate to the cloud and the kinds of benefits current adopters are realizing. In this presentation, he outlines best practices, which include alignment workshops, decision-making processes, cloud business office, inclusive business case, dependency discovery, solutions iterations, security assessments, continuous governance, automation and validation, and preparation for migration at scale.

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The Cloud Adoption Program for Financial Services
Best practices along the journey to cloud.

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• Leads the Cloud Adoption Program Global Practice
• 30+ years of IT experience with 10 in public and private cloud
robert.christiansen@cloudtp.com
@Rbchristiansen
Introduction
Robert Christiansen
Vice President,
Cloud Adoption Practice Lead at CTP

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Trusted advisor for enterprises
moving to the cloud.
• Experts in mission-critical application
development.
• Experts in enterprise cloud and work
closely with AWS, Google, Microsoft,
OpenStack, and others.
• No one is more cloud-focused, attentive,
and capable than CTP.
300+ enterprise and
midmarket cloud projects.
All challenging. All successful.
Fortune 500 clients.
Financial, industrial, tech, others.
Recognized for our cloud
capabilities and success.
Proven, qualified, certified.
Who is Cloud Technology Partners?
CTP is the premier cloud services and software company
for enterprises moving to AWS.

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Let’s Start with “Why”

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Why Are You Here?
1) I want to understand how to move to AWS safely.

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2) I want to understand the economics of this change.
Why Are You Here?
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%

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3) I want to protect and accelerate our competitive advantage.
Why Are You Here?

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How Cloud is Being
Used in the Financial
Sector: Survey Report
March, 2015
Why Financial Services are Adopting Cloud
Flexible infrastructure capacity
Reduced time for provisioning
Reduction in TCO
Reduced time to market / value
Limited in-house technical and human resources
Service value
Flexible payment models (pay as you go)
Mobility
More advanced applications and updates
Infrastructure Deployment Automation
Better Security
Broader reach / collaboration
68%
63%
57%
40%
29%
29%
28%
26%
24%
23%
19%
19%

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10 Best Practices on Your Journey to Cloud

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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
Best Practice #1 - Alignment Workshops
Address the Fear, Uncertainty and Doubt Early

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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
Best Practice #2 - Make a Decision
Successful Cloud Initiatives Have a “Cloud First” Agenda
Agree on Cloud First

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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
Best Practice #3 - Establish a CBO
Establish a Cloud Business Office
Cloud Business Office

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Understand the
Economics
Track and manage to financial KPIs.
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
Best Practice #4 - Understand the Economics
Perform TCO / ROI to Justify Business Case

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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
Best Practice #5 - Discovery
Dependency Discovery is Required
Discovery

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Minimum Viable Cloud
Start with a “financial services” MVCTM.
Lessons Learned:
1. Start with a foundation on AWS
2. Leverage a financial services MVC
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
Best Practice #6 - Establish a Minimum Viable Cloud (MVCTM)
We Can Iterate Cloud Solutions

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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
Best Practice #7 - Security Assessment
Know Where You Are
Security Assessment

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We are able to provision complete systems
in minutes. Strong governance is critical.
Lessons Learned:
1. Dev teams are not good at policing resources
2. Automation is critical for continuous 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
Best Practice #8 - Continuous Governance
Automation is Critical to Good Governance
Continuous Governance

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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
Best Practice #9 - Automate and Validate
Infrastructure is Now Software - Control and Validate
Deployment is automated. Insert controls and
checkpoints to inspect before making a change
Automate & Validate

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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
Best Practice #10 - Prepare for Migration @ Scale
Migration @ Scale is the Goal - One App at a Time
Migration @ Scale is hard. Movement is
accomplished through a Factory Approach
Factory

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Best Practice #10 - Migration at Scale Workbenches
Phases 2 & 3 Phase 4 - Migration @ Scale Phase 5 - MSP
App Assessment
and MVC Build
Migration @ Scale
Workbench Paths
REHOST
REPLATFORM
REFACTOR
REPLACE
RETIRE
Applications
Destination

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How Do We Make This Journey?

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Why do you need a Cloud
Adoption Program?
Without a solid framework,
there is significant risk.

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The Cloud Adoption Program brings
together the leading technology,
service, and best practices to enable
enterprises to quickly and more easily
realize benefits of adopting cloud
technology across their organization.
Cloud Adoption Program for Financial Services
What is the Cloud Adoption Program?
“Give a man a fish and you feed
him for a day. Teach a man to fish
and you feed him for a lifetime.”

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A Comprehensive Approach to Enterprise Cloud Adoption
1 2 3 4 5 6
Strategy &
Economics
Executive Cloud
Benefits, Objectives
& Goals
Cloud Readiness
Assessment
Organizational
Alignment
ROI / TCO Analysis
Economic Models
Security &
Governance
Security Controls
and Assessment
CSA/ISO Standards
Security Technology
Assessment
Tools, Architectures
Remediation &
Implementation for a
Secure Cloud
Application
Portfolio
Assessment
Portfolio Readiness
Assessment
AppVista
Cloud Reference
Architecture
Capabilities Matrix
Application Cloud
Roadmap & Plans
Application
Migration
Minimum Viable
Cloud (MVC)
POCs and Pilots
Infrastructure
Automation
Hybrid Cloud
Application
Migration Factory
DevOps
DevOps Maturity
Assessment
DevOps Certification
& Training
DevOps Automated
Services
CloudOps
Service
Management
Cloud Operational
Model
Governance, Billing,
Chargeback, Audit,
Logging, Escalation
Organizational
Playbooks
Training
1 2 3 4 5 6
BUSINESS DRIVERS: ROI / TCO • Automation • Time to Market • Efficiency

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The Cloud Adoption Program (CAP)
• Fosters success through collaboration
• Iterative agile framework and methodology
• Broad perspective addressing key stakeholder needs
● Promotes fundamental change across your firm
● Rapid Results – Minimum Viable Cloud (MVC)
● Automation ensures highly repeatable processes
CAP provides the best technology, practices, and learnings for enterprise-wide cloud adoption.
PHASE 4:
MIGRATE
PHASE 2:
ASSESS & PLAN
PHASE 5:
OPERATE
PHASE 1:
WORKSHOP
PHASE 3:
BUILD
People - Process - Technology

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A Comprehensive Approach to Enterprise Cloud Adoption
1 2 3 4 5 6
Strategy &
Economics
Security &
Governance
Application
Portfolio
Assessment
Application
Migration
DevOps CloudOps
1 2 3 4 5 6
BUSINESS DRIVERS: ROI / TCO • Automation • Time to Market • Efficiency
WORKSHOP
PLAN
BUILD
MIGRATE
OPERATE

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Next Actions

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Next Actions
Start Assessments Now!
● Application and Economic Assessments
● Security Controls and Technology Assessment
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
Repeat the CAP Workshop Over and Over
● Build Alignment and Clear Any FUD
21
3 4

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Boston Headquarters
263 Summer Street
Fourth Floor
Boston MA, 02210
Contact
617.674.0874
info@cloudtp.com
www.cloudtp.com
Robert Christiansen robert.christiansen@cloudtp.com
Questions?