Cloud Integration Best Practices for Executives

Rick Nucci

CTO, Dell Boomi

Pradip Sitaram

SVP, CIO, Enterprise BP

www.DellintheClouds.com

www.Dell.com/Cloud

@Boomi

Agenda

• Introduction: The Cloud Era of Integration

• Best Practices for SaaS Integration

• Success Story: Enterprise BP

Introduction

Our Goal — Avoid This

4

Concerns about Cloud Infrastructure

Source Saugatuck Technology, Inc. 2009 Global User Study, n=670

5

How Cloud Impacts Traditional Integration

• Traditional Integration built with on-premise mindset

– My data is in my “4 walls”

• Cloud introduces decentralized enterprise architecture

• Cloud + IT = Agility

• What are current themes of integration today?

6

The Data Imperative

• Data transcends boundaries

• End-to-end visibility is top priority

• Data compliance is key

IDE & Ops Centralization

• Applications are de-centralized

• Ops centralization now gets spotlight

• Audits and compliance key drivers

• Centralized development critical for scale

The Role of Traditional Middleware

• Augment vs. “Rip & Replace”

In line with SaaS strategy, in general

• Inefficiencies will become apparent, with

greater SaaS adoption

Best Practices for SaaS Integration

Business Best Practices

• Start with designing your business process

– What and Why vs. How

• Ensure business case/ROI is obvious and defensible

• Involve IT– Design review at a minimum

– Collaborate vs. Avoid

• Determine key stakeholders

– Who will build/maintain? IT, system analyst, SI?

– Who will provide operations support?

– Who will provide infrastructure (for on-premise integration)?

11

Technical Best Practices

• Convert design into integration requirements

– This is the “how”

– What fields map where between my applications?

– How do I connect to the applications I need to integrate?

– How time sensitive can the information gap be between my applications?

– How do I want to handle errors/failures?

• Leverage custom objects for fast retrieval of data and analytics

12

Technical Best Practices (cont.)

• Treat Data Migration independent from Integration – Requirements will be different such as volume, frequency, validation

• Establish and agree on risk tolerance for failure – Is a failover architecture required?

• Estimate volume projections up front – Is a parallel processing architecture required?

13

Enterprise BP

Cloud Integration:

Best Practices for IT

Executives Pradip Sitaram

CIO

16

Agenda

Who is Enterprise, What do we do?

What was the initial problem?

What is our strategic direction, and how will Boomi play a role?

Why Boomi? What else did we consider?

Lessons learned and best practices

What our developers are saying about Boomi

17

Who is Enterprise?

National nonprofit

Founded 30 years ago

In all 50 states, DC and Puerto Rico

Built/preserved over 280,000 homes

Housing for 1,000,000+ people

Invested $11B+ in communities

Give low-income people greater access to stable affordable housing in strong communities

Every 55 minutes

someone moves into an

Enterprise home.

18

Our initial problem

Monthly, Quarterly and Annual reports

Reports are submitted every day:

initial, revised and final submissions.

Data

Consolidator

OSS

Database

(Legacy)

PeopleSoft

Formatted Output

Ove

r 1

60

0 P

rop

ert

ies

Larg

ely

Un

str

uctu

red

an

d U

nfo

rmatt

ed

In

pu

t

Microsoft-based solution option:

• Timeframe: 4 – 6 months (Phase 1)

• Cost exposure (risk): $100sK +

19

Current Implementation

Data

Consolidator

Financial Statements

Tax Returns

Occupancy

Tax returns for

processing

Logging

Monitoring

Management

Integration Updates

PeopleSoft File Server SMT Tax Analysis &

Forecasting

Boomi solution:

• Timeframe: 4 Weeks

• Cost exposure (risk): $1.5K

20

The bigger problem

Partners Investments

Capacity Building

Grants Mgmt

NMTC

Asset

Management

New Markets Tax

Credit (―MNTC‖)

Tracking

Contracts Tracking

Green Grant

Application -

Web Application

Green Grant

Application

Tracking

LMS

Loan Fund Loan

Servicing

FICS

Multifamily

Mortgage Loan

Servicing

MFM Originations

Consultant

Registry

Business Plan/

Goal Tracking

Raiser‘s Edge

Fundraising

RDG Inbound

Grant Tracking

Public PolicyLoan Fund

Originations

Legal – Loan Due

Diligence

Goldmine

Contact Mgt

(Phasing Out)

Corporate Systems & Starta

Co

ntr

ac

t/C

os

t (m

an

ua

l)

Gra

nt/

Aw

ard

(m

an

ua

l)

Starta

Journal Entries (manual)

Projects to be Asset

Managed (manual)

Ne

w lo

an

s (

ma

nu

al)

Funds In

(auto)

Ne

w lo

an

s (

ma

nu

al)

LIHTC project/cost/

investment (auto)

Jo

urn

al E

ntr

ies

(m

an

ua

l)

PeopleSoft

Financials

Web App

PeopleSoft

Web Browser

Access

Check Printers

- Corporate,

- Dallas

- LA

PeopleSoft

Human Resources

Time & Labor

Web App

ADP Journal Entries

(manual)

PeopleSoft

Retire

(Emjay)

Enroll

(EBIS)

COBRA/Flex

(Hirsch)

Dental

(Delta Dental)

Prescription

(Express Scripts)

BenefitMall

(Medical, Vision,

Life Insurance,

Disability

Insurance, EAP)

Benefits Administration

Applicant Tracking

(Cyber Recruiter)

Performance

Management

(Halogen)

Human Resources

Partner ADP

PC / Payroll

HR Perspective

Investment ADP

PC / Payroll

ADP Journal Entries

(manual)

ADP Journal Entries

(manual)

Internal Audit

Activity Records

Manual Data Entry

Enterprise Homes Customer Service

Experience Records

Manual Data Entry

Investment

Finance FAS

Depreciation

Records

Manual Data Entry

Stand Alone Corporate Systems

Data Warehouse

SMT Data

· Asset Management (37)

· Fund (0)

· Investment Management (13)

· Underwriting (6)

· Restricted (21)

· Quarterly Estimates (7)

· Project Performance (3)

FICS MMF Database

LMS Loan Fund Database

Acquisitions

Management

Report

Fund Analysis

Report

ADP IPay

Employee Access

Customer

Relationship

Management &

Investor/Funder

PS Fin DB PS HR DB

Business

Intelligence

Integratec

Syndication Management Tool (SMT)

Reports

iManage

· Project Initiation & Due Diligence

· Fund Allocation

· Pre-Closing

· Fund Management and Financing

· Project Closing

· Construction Monitoring and Lease-Up

· Operational Property Monitoring and Risk Assessment

· Post-Closing

· Fund Management and Financing

· Post-Closing

· Fund Management and Financing

· Project Adjuster Determination / Application

· Project Stabilization Determination / Application

· Project Disposition

SMT: Pre-Close

SMT: Post-Close

SMT: Disposition

Manually copied reports

and tax returns

SMT and related

applications could

potentially break with

any modifications to

the SMT database.

Changes to one part of

the SMT application

can potentially break

other parts of the

application.

SMT

Applications to be Replaced

Future Application

LIHTC Broken

LIHTC Moderately Broken

Manual Integration

Starta DB

Payment Variance

Report

Goldmine Raiser‘s Edge

HR/Payroll DBHR/Payroll DB

Gift Tracking

Enterprise Application Architecture as of August 26, 2010 Local Office

Access to

Customized

Views

Offices with Customized Views

· Atlanta

· Baltimore

· Cleveland

· District of Columbia

· Denver

· Los Angeles

· New York

· Portland

· Sante Fe

· Upstate New York

NAHT

Access

Access to a copy of the

SMT Application and a

customized version of the

SMT Data Base

Investor

Extranet

HTCPro Upload

Fund Model

Replacement

Reserve Form

Operations

Reserve & Cash

Flow Model

SMT Tool

LIHTC Financial

Reporting System

HTCPro Model

Payment Variance/

Import process

(VB6 app) EMPP

ECP and ECI

Partner Payroll

Update Capability Investment Payroll

Update Capability

HR Profile

HR MIS Capability

via ReportWriterHR MIS Capability

via ReportSmith

HR Update

Capability

ECI/ECP Payroll

MIS Capability via

ReportWriter

ECI/ECP

Pay Employees

ECP Budget

Preparation Sheet

Positive Pay

File

ACH File

Equity

Payments

Construction

Risk Rating

Dashboard

Stabilized

Risk Rating

Dashboard

Data Quality

Dashboard

Stand Alone On-Line Services Systems

Banks

Survey

Request

Submitted via

OLS Mailbox

or eMail

Survey

Monkey

Hosted Site

Questionnare Created / Results

Tabulated

Questionnare

eMailed to

Distribution

Audience

Completed

Questionnare

Returned to

Survey Monkey

Survey Monkey

edicy Hosted

Collaborative

A.C.T.I.O.N.

Site

A.C.T.I.O.N. Member Inquiry

Policy Initiated

Campaign Topics

and Collaboration

Participation

LIHTC ACTION Campaign

A.C.T.I.O.N.

Correspondence

to Representatives

Member Inquiry

CQ Roll Call

Group Hosted

Policy Alert

Site

(Capwiz)

National Policy Alerts

National Policy

Content

Enterprise

Community

Partners

Home Page

Donor Inquiry

Network for Good Hosted ECP Home Page Site(Ground

spring.org)

Policy Alert to

Members

Donate Now

Enterprise

Donation Process

Green Discussion Forum

Member Inquiry

Enterprise Green

Communities On-Line

Forum Site(WordPress / BuddyPress)

Enterprise Green

Team Establishes

Forum

RegOnLine

Hosted

Enterprise

Event Site

Attendee Inquiry

Registration On-Line

Enterprise Event Planner

Event Information

to Attendees

Hotel Reports

Caterer ReportsVendor Reports

Payment

Processing

Marketing &

Communications

Video

Marketing &

Communications

Publications

Manual Upload

Intranet (Enterprise)Public Websites

(Enterprise)Sharepoint Sites

· Media Library (Web App)

· Green Communities

· External Affairs

· IT Project Coordination

· PeopleSoft Project Management

· LIHTC Project Management

· ~ 10 sites that should be

decommissionedMedia Library

(COTS)

Bank

Transactions

Credit Card

Transactions

Questionnaire

Results Export to

Excel

Audit Tracking Access Database

Enterprise Homes Customer Svc

Tracking Access Database

Investment

Finance FAS

Depreciation

(COTS)

Borrower / Investor Inquiry

FICS

Loan Stat

Web Access

Loan Status

Reports

Subscriber Inquiry

Email Now

Network for Good Hosted ECP Email Now Page

Site(Emma)

Enterprise Campaign Planner

Documents

Uploaded

(.xls, .doc, .pdf, etc)

Email Campaign Msgs / Surveys to

Subscribers

Campaign

Response

Reporting

Donation

Committment

$$

Enterprise Green

Communities Tools

(WordPress / BuddyPress)

Green TA Providers Database

Member Inquiry

Green TA Providers

Database

Too many systems!

Too many databases!

Too many silos!

Too Complicated!

Un-documented!

• Consolidate

• Simplify

• Integrate

• Streamline

Our Goals

21

Business Intelligence

Conceptual Architecture

Business

Operations

Finance

DB

HRIS

DB

ODS & Data

Warehouse

HRIS Apps

Finance &

Accounting

Apps

GIS &

Mappings Reports Analytics Dashboards

Business Tools

Data

Manipulation Analytics

Business

Modeling

Business

Operations Apps

22

With what did we compare Boomi?

Easy to

Use

Easy to

Learn

Fast

Implementation

Pre-built

Connectors Flexibility

Low

Cost

SFDC

Integration

Boomi

Adeptia Somewhat Somewhat Somewhat

Cast Iron Somewhat

Somewhat

(via separate

component)

Pervasive Somewhat Somewhat Somewhat

BizTalk Somewhat

23

Lessons Learned

Do the analysis — don‘t ignore this phase

Sound SDLC practices still apply — requirements, design, and testing are critical and

should not be compromised

The advantage will be seen during implementation — speed and duration of delivery;

prototyping cycle time

Test, test, test – integrating end-points that are outside your immediate control bring

their own sets of challenges; configuration management is key!

Strong technical leadership will be required to not allow for complacency brought

about by the ability to make changes quickly

Early decision on the integration platform is key – to successfully implement your

Cloud strategy

24

What our developers are saying

―It‘s one of the few products I‘ve worked with that actually

works as it claims!‖

Patrick Gates – senior developer

―In the past IT has been a bottleneck during integration

projects. Now we can quickly accommodate changing

requirements. It feels good to say, ‗We are all done and

waiting on you guys.‘ I‘m a hero. Boomi AtomSphere is

one of the best products I‘ve used in my 24 years of IT.

Boomi‘s awesome!‖

Vince Moore – software development manager

Questions?

Thank you.

28

Rick Nucci

CTO

Rick_nucci@dell.com

Dell Boomi

801 Cassatt Rd. Suite 120

Berwyn, PA 19312

West Coast Office

473 Jackson St. 3rd Floor

San Francisco, CA 94111

Tel: 800-732-3602

Email: info@boomi.com

Twitter: @boomi