The document discusses a financial services company's implementation of a cloud-based CRM system with on-premises integration. It describes the company's motivations for adopting a cloud CRM, including business and IT goals. It then outlines the company's overall approach, technical architecture principles, integration patterns, and lessons learned from the project. The presentation provides details on how the cloud CRM was implemented in phases and integrated with the company's existing on-premises systems.

1. © 2010 Standard Insurance Company
Cloud-Based CRM with On-Premises Integration
At a Diversified Financial Services Company
Iver Band
The Open Group Conference, Philadelphia, Pennsylvania
July 16, 2013

2. © 2010 Standard Insurance Company
• Financial services company
• Founded in 1906
• Our purpose:
We help people achieve financial
well-being and peace of mind.
• Expertise:
• Group Life & Disability Insurance
• Individual Disability Insurance
• Retirement Plans
• Individual Annuities
• Commercial Mortgages
• Investment advice
• Headquarters in Portland, Oregon
• 3,100 Employees
2
The Standard
July 19, 2013

3. © 2010 Standard Insurance Company
• Enterprise Architect based in Portland, Oregon
• Infrastructure, application and
business architecture
• Architecture methods and
governance
• Previously at HP
• Security and infrastructure
architecture
• Security research
• IT and R&D management
• Middleware product
development
• Mainframe systems
programming
• Before that
• Mainframe and midrange
application development
Speaker Profile: Iver Band
3 July 19, 2013
• Vice Chair, Open Group
ArchiMate Forum
• TOGAF 9 Certified
• ArchiMate 2 Certified
– Co-developer of exams
• White paper lead author and
contributor
• CISSP, CIP

4. © 2010 Standard Insurance Company
• Corporate Enterprise Architecture
• Motivations: Why Cloud-Based CRM?
• Selection and Implementation Approach
• Integration Patterns
• Data Dissemination Diagram
• Strategic Technical Architecture
• Lessons Learned
Agenda
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5. © 2010 Standard Insurance Company5
Areas of Focus for this
Presentation

6. © 2010 Standard Insurance Company
Motivations: Business Drivers

7. © 2010 Standard Insurance Company
Motivations: Business Assessments

8. © 2010 Standard Insurance Company
Motivations: IT Goals
and Requirements

9. © 2010 Standard Insurance Company
Selection and Implementation: Overall
Approach

10. © 2010 Standard Insurance Company
Strategic Technical Architecture
Deliverables from Foundational Work

11. © 2010 Standard Insurance Company
CRM Implementation Phase I
Deliverables

12. © 2010 Standard Insurance Company
CRM Implementation Phase II
Deliverables

13. © 2010 Standard Insurance Company
Motivations: Selection

14. © 2010 Standard Insurance Company
Motivations: Technical Architecture
Principles

15. © 2010 Standard Insurance Company
TOGAF Data Dissemination Diagram

16. © 2010 Standard Insurance Company
Integration Patterns Using a Cloud Adapter

17. © 2010 Standard Insurance Company
Strategic Technical Architecture
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18. © 2010 Standard Insurance Company
• Cloud vendors and implementation partners are familiar with
cloud services, but internal expertise and leadership is
necessary for successful integration and adoption.
• Governance, organization design, and collaboration are
critical.
• Clear technical standards are important, especially when
implementation partners interact with both IT and its business
partners.
• Following best practices pays off with
• Enhanced collaboration among all stakeholders
• Greater agility in responding to business needs
• Faster time-to-benefit
Lessons Learned
18 July 19, 2013

19. © 2010 Standard Insurance Company
• The Standard
• www.standard.com
• Enterprise Integration Patterns
• http://www.eaipatterns.com/
• TOGAF 9.1
• http://pubs.opengroup.org/architecture/togaf9-doc/arch/
• ArchiMate 2.0
• http://theopengroup.org/archimate/downloads.htm
• Enterprise Architecture as Strategy
• http://www.architectureasstrategy.com/book/eas/about.htm
• Related Presentations:
• http://slideshare.net/iverband
• Contact:
• iver.band@standard.com
References
19 July 19, 2013

20. © 2010 Standard Insurance Company