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© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Alejandro Fernandez Eguia, PROSERV
Financial Services Industry
Forum
Migration Acceleration, People, Organization, and Operating Model
Transformation through Proserve Cloud Services Maturity Model
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Financial Services
Media and Entertainment
Automotive
Healthcare and Life Sciences
Energy, Oil & Gas
Vertical Practices
AWS Profess ional Serv ices
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved
Global Specialty Practices
Advisory
Security, Risk, & Compliance
Big Data, Analytics, ML, & IoT
Migrations
Operational Integration (Hybrid)
Tech Practices – SAP, MSFT,
Oracle, Workspaces, HPC, etc.
AMERICAS
EMEA
APJ
Greater China
Areas Practices
Global Accounts
WW Public Sector
APN Partners
AWS Customers
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Top Chal lenges wi th Cloud
Transformat ions
#2 Challenge - People & Process
#1 Challenge - Choosing the Right Cloud Provider
#3 Challenge - Business and Cloud Strategy Alignment
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
What we hear f rom customers
Difficult to move to a
cloud based IT model
Tell us HOW with prescriptive
guidance
Is the AWS cloud right
for us?
HOW can the cloud help us
achieve our goals?
Is the cloud
secure?
HOW to be in compliance in the
cloud?
What capabilities
needed?
HOW do we build capabilities?
We want to leverage the
cloud, we don’t know how
HOW to reduce transition and
implementation risk
We are already
in the cloud
HOW to optimize workloads and
leverage new AWS capabilities
© 2017, Amazon Web Services, Inc. or its
Affiliates. All rights reserved
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
CUSTOMER CLOUD CENTER OF EXCELLENCE (COE)
AWS CLOUD ADOPTION FRAMEWORK DELIVERY KITS
PROJECT
FOUNDATION
MIGRATION
REINVENTION
INNOVATION
RETIRE TECH
DEBT
Value
Time
Lead customers through t ransi t ion to
c loud based IT model on AWS
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.6
Journey to the Cloud
Pilot App
Portfolio
Analysis
Security
Strategy &
Playbook/
Runbook
Establish
CCoE
Skills
Assess &
Training
Plan
Migration
Planning
Migration
Acceleration
Design
CCoE
Cloud
Strategy
POC
Platform
Jumpstart
Draft
Business
Case
Pilot
Mode 1 &
2 Apps
Health
Checks /
Quality
AssuranceOperating
Model
Maturity
Foundation
Platform
Business
Change
Strategy
CAF
Discovery
Workshop
ProjectOne or more PoCs
Foundation2 – 5 Production workloads in AWS
MigrationAll workloads in AWS
OptimizationValue to Customer
Business
Value
MVP
Hybrid
Operating
Model
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Def in ing the How… .Cloud Adopt ion Framework
The AWS CAF organizes and describes the perspectives in planning, creating, managing, and supporting a modern IT service.
Offers practical guidance and comprehensive guidelines for establishing, developing and running AWS cloud-enabled environments.
It provides a structure where business and IT can work together towards common strategy and vision, supported by modern IT automation and process optimization.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Def in ing the How … .Trans fo rmat ion Methodo logy
Migration
Plan (MRP)
Activate
Execute the
plan
Run & Optimize• Detailed Business case
• CCoE Skills Alignment
• Landing zone
• Define accelerators of
migration (Tooling)
• Future state
architecture
• Cloud Operation Model
• Security patterns
• Migration patterns
• Migration Plan
• Migration Pilot
• Migration Factory
Setup (tools, teams,
process)
• Ops Integration
• Application
optimization
• Process
optimization
• Improve IT
processes
• Performance
• Managed Services
Cloud Readiness
Assessment
• Cloud Strategy
(”PAIN BASED”)
• Migration scope &
priorities
• Cloud Maturity
• Define accelerators
of migration
(Overview)
• Cloud Operation
Model (Potential
scenarios)
• Business case
(Go/No Go based)
2-5 Days 10 Days Agile Sprints
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
AWS PartnersAWS and Partner Tools
AWS Investment AWS Training
Migration Methodology
AWS Professional Services
Confidential
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
MAP customer exper ience
Migration Acceleration Program (MAP)
©2016, Amazon Web Services, Inc. or its affiliates. All rights reserved 10
1) Migration Readiness and Planning (MRP)
2) Application Migrations
(Pre-deal) MRP
Pre-Assessment
Build the foundation:
Operational Readiness
• Cloud Center of Excellence
• Landing Zone
• Operations Model
• Security and Compliance
Clear business case
Clear Migration case
Achieve business objectives:
Scale the migrations to achieve your business
case objectives
Apply People, process, and tooling
AWS Investments:• Partner or ProServe consulting
investment
• On-site training classes
• Credits for pilot migrations
AWS Investments:
• Service credits equal up to 25% of the annual
AWS usage from the migration, less MRP
investments
• Example deal: $8M ARR with $2.0M total MAP
benefits; after $0.2M of MRP benefits, then
$1.8M of service credits are available during
the migration
Total AWS Investment = up to 25% of annual AWS usage from migrations
Evaluate readiness
1-2 day assessment
• Identify customer strengths
• Determine areas to build
capability
• Create input to build
MRP scope
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Financia l Serv ices Transformat ion
PatternsApplication
Migration
Cloud
Architecting
Operating
Model
Analytics & AI
IT
Biz &
Innovation
IT
IT
Accelerate
Foundations
Accelerate +
Foundations
Accelerate +
Foundations
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Technical Bucket ing of Appl icat ions
Hardware appliance Already virtualized x86 Horizontally scalable Microservices
architecture
Non-x86 workload Well-defined
application boundaries
Leverages services (e.g.
SOA, API’s, etc.)
“API- Containers first”
design
Non-cloud friendly
licensing model
Cloud-friendly licensing
model
“12 factor” applications Fault tolerance built in
Location-specific or
latency intolerant on-
premise dependency
Known dependencies
on applications & data
Software vendor-
provided cloud image
(AMI, CloudFormation)
Bundled metrics &
proactive failure testing
Retain Eligible Friendly SaaS/Native
Application
Migration
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Portfolio Tier Characteristics Typical Cases
Typical
Migration
Path
Best-fit
Operating
Model
Approx. %
Portfolio*
Differentiate • High rate of change
• Possibly business-critical, not always
• Innovative and/or revenue generating.
• Customer-facing web apps
• Real-time Analytics
• Mobile, IoT, Big Data~20%
Table Stakes• Low rate of change
• Business critical
• Highest availability/reliability required
• Systems of record
• ERP, CRM, Order/Logistics
• Legacy line-of-business ~30%
Commodity &
“Craplications”
• Low rate of change
• Non-business critical
• Standard availability/reliability required
• Productivity apps
• Non-business-critical
• Small customer-base~50%
*by number of applications, not percent of spend
Typical Enterprise Portfolio Characteristics
Refactor
Replatform,
Repurchase
SaaS,
Rehost,
Retire
DevOps
Steady-state (high automation)
Steady-state (low automation)
Typical Enterpr ise Por t fo l io
Character is t ics
Application
Migration
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Cloud Archi tecture Best Pract icesCloud
Architecting
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Approaches for archi tect ing for AWS
• Deploy existing apps in AWS with minimal re-design
• Good strategy if starting out on AWS, or if application can’t be re-architected due to cost or resource constraints
• Primarily use core services such as EC2, EBS, VPC
Lift-and-shift
• Evolve architecture for existing app to leverage AWS services
• Gain cost and performance benefits from using AWS services such as RDS, SQS, and so on
Cloud-optimized
• Architect app to be cloud-native from the outset
• Leverage the full AWS portfolio
• Truly gain all the benefits of AWS (security, scalability, cost, durability, low operational burden, etc)
Cloud-native
architecture
Cloud
Architecting
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Top Chal lenges wi th Cloud Transformat ions
#2 Challenge - People & Process
-13 Biggest Challenges When Moving Your Business To The Cloud - June 2017 article
“When it comes to cloud adoption, the biggest challenge isn’t
technology — it’s the people and processes that must change
and adapt.”
Operating
Model
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Connect ing Your Por t fo l io and People to
Your Operat ing Model
The characteristics of your
application portfolio impacts the
flexibility of your future-state
operating model.
Operating
Model
Portfolio People
Your future-state operating
model impacts your approach to
transforming your people, skills,
and organization.
Operating
Model
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
• Platform Management
• Cloud Service Templates
• Shared Application Services
Cloud Engineer ing Team - Tasks & Strategy Operations Category Sub-categories
Platform Operations Tagging Strategy
Application Service Level Classification
Application Recovery Classification
Patch Management Strategy
Platform Logging
Provisioning Infrastructure Templates
Service Catalog
Availability Management Backup & Recovery (DR)
High Availability
Application Lifecycle Management Application Architecture Patterns
Security Group Patterns
Platform Monitoring
License Management Strategy
Network Architecture Patterns
Load Balancer Strategy
Firewall Strategy
Application Logging Standards
Configuration Management Standards
Financial Management Chargeback Process
Budgeting and Forecasting
Reporting
Operating
Model
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
On-Boarding
Finance
Enterprise
ArchitectureMarketing
Governance
LeadershipInfrastructure SecurityOperationsApplications
Engineering teams will specialize in an area, but will have a
common set of skills shared across all product teams
Operations
Engineering
Platform
Engineering
Security
Engineering
Cloud Business Office
(Leader)
Cloud Engineering
(Leader)
Scale beyond a Tiger Team Operating
Model
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Cloud Engineering Team’s Delivery of Cloud Services
Pull Approved
Platform Artifacts
from Shared
Repos
2Extend Approved
Artifacts for App
Stacks
3Build & Test
Cloud
Services
3
Integrate &
Deploy Cloud
Services
4
Populate
Revise
Prioritize
Backlog
2
Publish Artifacts
& Documentation
for Cloud
Services
6Operate Cloud
Services
5
Lifecycle
Management of
Application
Stacks
6Operate
Application
Stacks
5Build, Test,
and Deploy
App Stacks
4
On-Boarding,
Coaching, &
Product Feedback1
Application Team’s Delivery of Application Services
1
Service
Catalog or
Shared
Repositories
Team Interact ion and Workf low Model
Operating
Model
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
AWS Big Data Plat form
EMR EC2
Glacier
S3
Import Export
Kinesis
Direct Connect
Machine LearningRedshift
DynamoDB
AWS Database
Migration Service
Collect Orchestrate Store Analyze
AWS Lambda
AWS IoT
AWS Data Pipeline
Amazon Kinesis
Analytics
Amazon
SNS
AWS Snowball
Amazon
SWF
Amazon
AthenaAmazon AuroraAWS Glue
Amazon Quicksight
Analytics & AI
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
No one tool rules
them all
Analytics & AI
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Retai l Banking
Segment of 1
Top 10’s
Segmentation
CRM
Customer
Profiling
Heuristics
Lifetime Value
Real time
Fraud Detection
Predictive
Offers
Real time
Collection Offers
We are here!
Collect Store
Analyze
ActDescribe Predict
Initial
Manage
Quantitatively
Managed
Optimizing
DefinedAttrition Credit Risk
Chat Bot
Customer
Service
Automated Financial
Product
Recommendations
Biometric
Security
Analytics
Communication
Compliance
Cross Selling
Loan Approval and
Default Predictions
Loyalty Offers
Loyalty Program
Analytics & AI
© 2017, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Worldwide | N. America | LATAM | UK/IR | EMEA | APAC | Japan | China
Alejandro Fernandez EguiaRegional Sr.Practice Manager - MCO