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Agile and Cost Effective Employee Engagement Solutions Cloud Adoption While Ensuring Security & Consistent User Experience
Ashvin Parmar Principal, Capgemini [email protected]
Brian Kelly Executive Director, Morgan Stanley [email protected]
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor
Session Overview
Learn how
• IT can be the hero and help accelerate HR transformation
• To create a seamless experience for employees
• Integrate employee front end with corporate functions systems on back end
• To leverage strategies and best practices to build and deploy cost effective and agile applications
Speakers
• Brian Kelly, Executive Director HR & CS IT, Morgan Stanley
• Ashvin Parmar, Principal of Insights and Data, Capgemini
Brian Kelly Executive Director,
Global Head of Corporate Services & HR Technology, PaaS Center of Excellence
About Brian
Executive Director Morgan Stanley
Global Head of Corporate Services & HR Technology, PaaS Center of Excellence
Previously with Bank of America Merrill Lynch
Manages team of 60+ technologists across 5 different countries
Salesforce Center of Excellence includes 3 onshore & 6 offshore resources
• Established in 1935 • HQ Midtown Manhattan, New York City
• 40+ countries, 1300+ locations, Over 55K employees • Global Financial Services firm offering products and services
across 3 business segments: Institutional Securities, Global Wealth Management, and Asset Management
• 2014 Net Revenues of $34.3 Billion
• 2014 Investment Banking Ranked #1 in Global IPOs, and #2 in Global Announced M&A
Source: Morgan Stanley Q4 2014 earnings release
Focus is the Business but Our DNA is IT
• Enable business through technology innovation
• Commitment to cutting edge of app dev trends, while remaining keen on data security and risk controls
• Solutions must be cost effective with ROI supported business cases
• Focused Time-to-Market: Decrease developer hours spent in all phases of application development from design to deploy
• Lower TCO: Reduction of hardware, software, and supporting infrastructure
Ashvin Parmar Principal, Global Head of Data Security, Insights
& Data, Capgemini Financial Services
About Ashvin
Principal, Capgemini Financial Services
Global Head of Data Security
Previous Citigroup
Manages team of 200+ technologists across 2 countries
Engagement Manager and Strategist for Morgan Stanley’s Cloud Enablement in HR and CS areas
Capgemini is a “top tier” Global Strategic Partner
Implementation Methodology Capgemini’s CapGEM methodology for Salesforce solutions helps drive adoption via early business testing, and rapid, iterative rollouts
Scope Of Services Capgemini provides end-to-end solutions from strategy and design, to solution development and implementation
COE’s Capgemini serves clients globally from our Centres of Excellence through our Rightshore® Model
Rich Bouquet of Services
SALESFORCE.COM CRM ADVISORY
SALESFORCE.COM IMPLEMENTATION
INTEGRATION & MIGRATION SERVICES
FORCE.COM & VMFORCE
APPLICATION FACTORY
APPLICATION MANAGEMENT &
MANAGED SERVICES
Solution Validation
Solution Development & Testing Solution
Deployment
Rapid Development SprintsRapid Solution Validation
Rapid Solution Workshops
Draft Process Flow Diagrams (Optional)
OUTPUTINPUT
Enhancement Opportunities
Future State Processes
Finalized Requirement Matrix
OOTB Functionality Matrix
Rapid Solution WorkshopsRapid Solution
WorkshopsRapid Solution Workshops
Future State Requirements Workshops
UAT
E2E
ALL
Pilot
Early Business Testing
Rapid Rollouts
1 2
Project Timeline Weeks 1 to n…..
Iteration 1Solution
Definition, Design
& Development
Solution Testing
User Experience
Program Management
SIT
UAT
Deployment
Solution Architecture / Release Management
Project Setup
DiscoveryUser Experience Testing
Planning
Go Live
Warranty
Planning
Inputs to Design
Iteration 2
Iteration 3
Iteration …
Iteration n
Change Mgmt Organizational Change Management to Drive Adoption
Iteration specific
UAT
Project Management – Scope / Progress / Risk / Issues / Knowledge Transfer
1000+ Salesforce practitioners world-wide, including:
900+ Certified Consultants across Sales Cloud, Service Cloud & Developer areas. Many practitioners are certified in more than 1 application.
300+ Business Analysts, Integration Developers, Testers, Data Specialists & Reporting Analysts
50+ OCM & Training Specialists
30+ Large Engagement Managers
Approved Plans to add another 800+ practitioners in 2015 through recruitment and internal training/certification initiatives
France
India
US
§ Associated with Salesforce since 2007 § Global Strategic Partner Status and Privileges § Strong collaboration across Leadership, Sales, Project Delivery and Product Management § Launched 3 Fullforce Solutions around Retail, Insurance and Manufacturing § Chosen to participate in the “Invite Only” Service Cloud Seat at the Table program and Platform
Ignite Programs § Partner Award for Innovation in Marketing” – Dreamforce 2012 § “Industry Innovation Award” for our Retail “Fullforce” Offering – May 2014
Deep implementation expertise with platform
Opportunity Develop Integrated Employee Engagement Solutions
Evaluate and adopt optimal cloud strategy to harness benefits of cloud computing
Managing concerns around data privacy and security
- Evaluate cloud for infrastructure and business solutions
- Leverage optimal mix of cloud technologies to provide business value
- Examine business processes that can be migrated to cloud based on technical and business considerations
- Ensure full compliance with Morgan Stanley security standards
- Lead Firm-wide implementation of new security standards for Cloud adoption
Morgan Stanley’s Employee Engagement Objectives
Our Solution & Approach Shared Services based Delivery Model
0
10
20
30
Year 1 Year 2
Driving Toward: 30 Apps In 2 Years
HR Apps
Center Of Excellence
(COE)
Salesforce Compliance
Exec Sponsors
Other Vendors
Info Sec Legal
Speed is the New Currency for IT
Our Solution: Center of Excellence Drives App Building Velocity
Why We Decided on Salesforce
We have a strategic partnership with Salesforce Availability of skill set in the marketplace Cost avoidance of infrastructure and maintenance Good hybrid between buy vs. build Mobile-first strategy
COE Operating Model Cloud Fitment, Development & Support
Our App Intake Process
Application Inventory BUY – SELL – HOLD
PaaS Criteria
ROI
New Application “GREENFIELD”
“BROWNFIELD”
Client Buy-In
Capgemini Cloud Assessment (CCA) Framework
7 Copyright © Capgemini 2013. All Rights Reserved
inCloud | August, 2013
Capgemini inCloud Assessment Process and Flow of Information
8 Copyright © Capgemini 2013. All Rights Reserved
inCloud | August, 2013
In approximately six to eight weeks, Capgemini inCloud provides you with three simple, yet powerful deliverables:
Recommend
End State Architecture
• Identifies action for each application being analyzed
• Includes a list of initiatives to • improve technical and functional quality • reduce support costs • eliminate redundancies • mitigate potential risks.
Justify Deploy
Business Case
• Demonstrates business and financial value of portfolio transformation.
• Justifies the value of the rationalization design
• Empowers key stakeholders to progress to next steps
Deployment Roadmap
• Charts the journey from the ‘As-is’ to the ‘To-be’ state.
• Includes design results, schedules and
execution priority details.
Capgemini inCloud Deliverables
§ Built leveraging Capgemini’s “industrialized” WARP approach and methodology § Answers the question of “which apps to move to the cloud” § Builds a business case that shows ~25-40% TCO drop after moving to cloud § “Cloud Agnostic approach” built for leading cloud platforms like Force.com, AWS, Google & others
Structured Process With Well defined Deliverables
What is CCA?
CCA Process and Flow of Information
3. Proof-of-Concept Planning
2. Migration Pattern
Assessment
1. Cloud Suitability Assessment
Cloud or Not
Cloud Options
IaaS
PaaS
SaaS
Private or Public
Applications i. Initially determine if an app is
suitable for cloud
ii. If “cloud suitable”, determine what cloud options may be viable (e.g. IaaS, PaaS, SaaS)
Multiple options may apply
iii. Also determine public or private cloud
Migration Pattern
Retire/Consolidate
Migrate
Re-host
Re-platform
Remediate
Re-write
i. Identify apps that can be retired and/or consolidated
ii. Determine appropriate migration pattern
iii. Estimate rough level of migration effort
Delivery Model Aligned With Functional & Technical Requirements
Force.com implementations can vary in technical and functional complexity. 1. Technical complexity
Represents extent of customization, and intricacy of integration.
2. Functional Complexity Represents spread of application in terms of number of users, business units, territories, roles or multi-countries rollouts.
We execute quick proto-types and agile application development to expedite time-to-market, and jointly drive solutions development with the business.
From Rapid to Enterprise
Technical Complexity (Customization)
Func
tiona
l Com
plex
ity (S
prea
d)
Mainly Config. Low on Customization
Highly customized and heavily integrated with an enterprise architecture
Simple Workflows Minimal Integration
Less Sensitive Data
Multi-regional Functionality Complex Integrations Highly sensitive Data
Configuration Configuration
and Integration
Configuration, Integration,
Customizations, Rollouts
Rapid Implementation
(2- 4 weeks)
Standard Implementation (2 - 3 months)
Enterprise Implementation ( 6- 10 months)
3-phase Agile Force.com Project Implementation Methodology
Focus
Activities User Training
Operational Handover
Create Reports and Dashboards
Design Product Backlog
Define Architecture
Design Integration
Design Data Security
Sprint Plans and
Estimations
Setup Tools and
Environment
Configure and
Customize Processes
Clean, De-Dup,
Migrate Data
Build interfaces
and Integrations
Functional and
Integration Test
Initial Solution Vision Priortised Deliverables Ready for Acceptance
Operational Release
§ Rollout
§ Application Management
Ready for QA
Analysis and Design Configure and Customize Validate and Deploy
1010101010jjkjk0101
§ User Feedback § Interim User Acceptance
Phases Requirements & Analysis
1 Development Closure
2 3
Tools § Pilots § Integration Playbook § Data Migration Playbook
§ Development Tool kit § Reusable common components
Project Roles
Final User Acceptance
Production Release
Deploy Package
Create Training Guides
End to End Test
Detail Business Processes
Design Reports
§ Product Owner, Process Owners(s),IT Owner(s) § Architects, Force.com Developers, Testers
Redesign of election website for Bonus and Salary Waivers App Example: My Elections
Key Enablers Collaborative Program Management with Business & Technology
3 Keys to Building & Deploying Successful Engagement Apps
1
2
3
Executive sponsorship
Watertight governance
Uncompromised security across every employee
ROI: Is PaaS providing something that is better, faster, & cheaper
Quick prototyping: Quickly evidence success through agile development methodology.
App intake process: What existing applications are good candidates for the platform?
Tip #1 Executive Sponsorship is Critical to Success
Tip #2: Governance
Establishes routines across all key stakeholders
Allows central monitoring of ROI, project health, and overall program health
Creates a forum to raise awareness around risk & issues
3
2
1
Full Compliance with Firm’s Security Controls & Processes Tip #3: Setting up Security on the Platform Continued
Data Security
Authentication
Authorization
Audit
Risk category Risk description
Data Security in a multi-tenancy environment.
Risk mitigation
Data Encryption based on Information Security and Business Unit guidelines.
Strong authentication solution compliant with Firm’s blueprints. Authentication using Firm’s SSO standards.
Integrated entitlements with proper control and oversight.
Programmatically provision user accounts, and integration with Firm’s central entitlement
engine.
Logs of security-relevant events and communications not subject to Firm audit
or response. Feed SFDC logs into Firm-standard reporting
and response mechanisms.
Tip #3: Setting up Security on the Platform
• The overall security facility provides perimeters for each level of access.
• The outermost perimeter provides the ability to access the Force.com platform with the inner most perimeter providing the ability to access sensitive data.
• Profiles, IP addresses and permission sets provide the capabilities to implement this approach on the force.com platform.
User Security
Network Level Security
Application Profiles
Object Level Security
Sensitive Data
User / Password
Permissions
Permission Set with Object Access
Profiles with Application
Access
MS IP Address
Level Access
Permission Set with
Field Level Access
How we architected platform security Tip #3: Setting up Security on the Platform Continued
Encrypted Data
Decrypted Data
Legacy Data
PowerCenter
Employees
Q&A
Thank you