Exploring Technology Trends

within Financial Services

Scott Key, VMware

Brian Martinez, VMware

OPT4980

#OPT4980

2

Preparing for Halloween 2011

3

Halloween 2011

4

Preparing for Halloween 2012

5

Halloween 2012

6

VMware & Financial Services

(and how it relates to Halloween)

7

Business Issues Facing Financial Services Time to Market too slow for new products/functionality/regulation

• Competition drives need to be first to market

• Unstable markets and economy leads to unplanned activity

• Managed Service that provides clarity around the offering

• Uncertainty around regulation & fear of not being able to scale to manage

Resiliency/Availability of Applications for Customers

• Majority of customers depend on applications for 100% of their interaction

• If applications are not available 24/7, customers will leave

• Applications must remain available even during disasters

Customer Retention/Attraction

• Generational gap – existing customers vs. new

• Need for multi-channel business

• Trust issues after financial crisis

Cost Reduction

• Margins continue to get smaller

• Regulatory changes decreasing fee revenue, adding reporting/retention cost

• Financial Services stocks still not strong after crisis

8

How Can IT Help with These Issues?

Biggest FS internal customer for Central IT is business aligned

development teams

What do they need?

They need environments quickly for new functionality

Apps need better QoS and reliability with real time 24/7 availability

Agility to scale Apps up and out quickly at a low cost

At the end of the day…it is all about the App and getting functionality out

ahead of the competition

9

So How Does IT Show Value to the Business?

Infrastructure is becoming a commodity…

Central IT Teams must focus on the Apps

No more Infrastructure and OS, then throw it over the

wall to the business…you will be replaced

Central IT teams must understand and get involved with

the business and the applications…

Give the development teams ready to use environments

quickly, not just infrastructure…

IT as a Service

10

Typical Timeline For Development Environment

Request Manually

Provision VM’s/

OS Install

Configure/

Connect

Approvals/

Capacity Planning/

Change Mgmt Manually

Install Apps

Environment

Ready to use

2 wks 2 wks 1 wk 2 wks 1 d

0 15 30 45 60

Days

Implement

IaaS

Same processes as Physical, time saved using VM’s

Average of 45-60 days

11

Implement true automation… not the man behind the curtain

IaaS

XaaS

12

Request Automatically

Provision VM’s/

OS Install

Configure/

Connect

Approvals/

Capacity Planning/

Change Mgmt Manually

Install Apps

Environment

Ready to use

2 wks 2 wks 1 d 2 wks 1 d

0 15 30 45 60

Days

Implement

Service Catalog & Definition

IaaS Timeline for Development Environment

Automated VM provisioning gains some time,

and is an important foundation…but does not really move the needle

13

Self-Service Timeline for Development Environment

Automatically

Provision VM’s/

OS Install via

Self Catalog

& Definition

by Requester

Configure/

Connect

Manually

Install Apps

Environment

Ready to use

2 wks 2 wks 1 d

0 15 30 45 60

Days

Implement EaaS

Environment as a Service

A Service Catalog can cut out the early processes and keep the user

interface consistent for the requestor, but it still takes a month…

14

EaaS Timeline for Development Environment

Automatically

Provision VM’s/

OS Install &

Environment via

Self Catalog

& Definition

by Requester

Environment

Ready to use

1 d

0 15 30 45 60

Days

EaaS can give the developer an environment to use almost instantly

Policy based

App Deployment

vCloud Automation Center

(IaaS Automation )

VMWare Application Director

(EaaS PaaS & DBaaS Automation )

vCloud Director

vSphere

15

So How Do You Get to IT as a Service?

Te

ch

no

log

y

Pe

op

le

Pro

ces

s

IaaS

EaaS, PaaS, SaaS, DBaaS, DaaS

16

People (There are plenty of sessions on the technology)

17

Traditional Team Alignment

Monitoring

Hypervisor

Networking

Storage

X86 Hardware

Services

Virtualization Team

Network Team

Storage Team

Application

Virtualization Team

Virtualization Team & Eyes on Glass

Application Dev/Support

18

New Team Alignment

Monitoring

Hypervisor

Networking

Storage

X86 Hardware

Application

Cloud Support Team

Application Dev/Support

Services

19

Sample Converged Architecture in the SDDC Model

Legend

= 10 Gbps IP Connectivity

= FC Connectivity

= Converged Connectivity

WAN

VM Teleportation

Datacenter #1 – Core 1

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX ServerDistributed vSwitch

SAN Fabric

Core Switches

Unified Storage

2 x NAS X-Blades4 x 1GbE for NFS/CIFSFront-end Connectivity

Ultra Flex Array Connectivity8 x 4GB FC & 4 x 10GB ISCSI

Storage Virtualization

Unified Blade Chassis

`

Datacenter #2 – Core 2

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX Server

Virtual Machines

App

OS

App

OS

App

OS

ESX Server Distributed vSwitch

SAN Fabric

Core Switches

Unified Storage

2 x NAS X-Blades4 x 1GbE for NFS/CIFSFront-end Connectivity

Ultra Flex Array Connectivity8 x 4GB FC & 4 x 10GB ISCSI

Storage VIrtualization

Unified Blade ChassisOTV

20

SDDC Organization Overview – Greenfield Org

Service design and build

lead

Service management

lead

Portfolio/catalog manager

Relationship manager

SLA/OLA manager

Finance manager

Procurement / Vendor mana-

ger

Project manager

Risk manager

Service delivery lead

Enterprise architect

Cloud automation

lead

Cloud auto-mation engi-

neer

Service operations

lead

Lead solution architect

Virtualization architect

Security architect

Storage architect

Network architect

Platform architect

System engineer

Incident support lead

Incident support analyst

NOC analyst

Data center lead

Data center operator

Engineering lead

System admins

Platform admins

Security admins

Network engineer

System analyst

Platform analyst

Service organization lead

22

Process (There are still plenty of sessions on the technology)

23

Creating a New Approach

The road to a new approach requires

the right people at the table at the onset

• Security Risk requires a lead time to review

the process

• Business leads must be comfortable with

the technology

• Guidelines must be clear and published (as

part of the service definition)

• Support teams must be clear on rules of

engagement and escalation procedures

Actionable Strategy

24

Service Definition

A service definition defines the contract between you and your

customer

• Define work windows

• Clarify notification process

• Ensure clearly defined SLEs (Service Level Expectation)

• List pricing and utilization costs (More on that shortly)

• Define available reporting

• Layout process for requesting a non-standard request

25

IT as a Service Model

Consumers

Providers

Business

Alignment

IT

Efficiency

Dynamic Multi-tenant Infrastructure

Built on Virtual

Virtual Infrastructure

Dynamic Multi-tenant Infrastructure

Built on Virtual

Virtual Infrastructure

Virtual Data Centers

Dynamic Multi-tenant Infrastructure

Advanced continuous availability firewall and network

Software defined network and security

Automated disaster recovery planning, testing, and

execution

Provisioning & Management of IT Services in vSphere

environments

Virtualized infrastructure with policy-based automation

External Management Adapters

(incident, release, change, and

other management processes)

3rd Party, Physical, and

Public Cloud Support

Service Catalog and Automation Services Automation of datacenter services; automated configuration and

deployment of multi-tier Applications; Service configuration

management; Service reporting

Self Service

Request Portal Programmable; subscriber,

identify and access management Policy-based Automation & Governance Engine

IaaS PaaS XaaS DaaS

Cloud

Orchestration

Software as a Service

Applications Portal DBAAS

Perf

orm

ance M

anag

em

ent

Day t

o D

ay O

pera

tio

ns

Capa

city M

anag

em

ent

Cost R

epo

rtin

g &

Accoun

tab

ility

Applic

ation A

ware

ness &

Monitori

ng

M

ete

ring

SL

A

Ma

na

ge

me

n

t

IT V

en

do

r

Go

ve

rna

nc

e

Fin

an

cia

l

Ma

na

ge

me

n

t

Billin

g

Fo

rec

as

ting

De

ma

nd

Ma

na

ge

me

n

t D

as

hb

oa

rds

26

VMware Cloud Management Solutions

vCenter

Operations

Mgmt

IT

Business

Mgmt

Cloud Service Automation

IaaS PaaS DaaS

Application Director

vSphere SDDC Hardware

vCloud

Service

Providers

Hyper-

visors

Other

Service

Providers

27

Process – Financial Management (Have we mentioned all the great sessions on the technology)

28

How Easily Can You Answer These Questions?

1. What services do you offer? What do they cost?

2. Are you cost competitive with industry benchmarks?

3. Where would you cut to take costs out of IT?

4. Are you making decisions based on facts or gut feel?

5. What does the business get with each service?

6. Can you show how the pieces of IT come together

to deliver value?

7. Do you have a plan to move from where you are

to where you need to be?

29

If You Cannot Show the Value and Savings… There are None

Must have transparency related to cost

Need to be able to do apple to apples comparisons against third party

providers…show you can compete!

Virtually impossible to do TCO and ROI studies if you do not know the

cost…how will you sell the future vision?

Move ALL infrastructure assets to a central IT cost center

Charge based on tiers and SLA’s

Start with a show back model, then switch to chargeback

Build confidence with the business and executives by showing them real

cost and more importantly real savings

You must find and collect the data!

30

Visualization

• Service Levels

• Vendor Accountability

Service

Quality

Management

VMware IT Business Management Domains & Capabilities

PPM/PSA Storage IT Monitoring Service Desk CMDB SharePoint, Internal Cost Models,

Apps, Vendor Invoices… GL, COA &

Expenses

Private

Cloud Public Cloud

IT Financial

Management

• Costs

• Services

• Planning

IT

Benchmarking

• Objective Evidence

• Functional Peers Services

Portfolio

• Data Collection & Validation

• Security

• 3rd Party Connectors

• Data Import/Export

• Observation Engine

• Scalability

Automation Platform

• IT Cost Modeling

• Analytics

Fact-Based Approach to Run IT Like a Business

31

Questions?

32

Other VMware Activities Related to This Session

HOL:

HOL-SDC-1314

vCloud Suite Use Cases - Application Provisioning (PaaS)

Group Discussions:

OPT1004-GD

IT Financial Management for the Cloud with Khalid Hakim

OPT4980

THANK YOU

Exploring Technology Trends

within Financial Services

Scott Key, VMware

Brian Martinez, VMware

OPT4980

#OPT4980