data movement, management and governance in the cloud: docusign case study
TRANSCRIPT
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MT50: Data movement, management and governance in the cloudChris McNabb, Executive Director – Information ManagementLong Lam, Director Enterprise Architecture, DocuSign
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Data is the new currency.
Invest wisely.
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Addressing data challenges holistically, yet modularly
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Keeping it Digital: DocuSign IT Drives Business Success with Cloud Innovations
Long Lam Director, Enterprise Architecture
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About DocuSign • Who we are
• Our business trajectory
Our Journey: Application Integration and iPaaS• Our IT strategy
• Use cases: current and evolving
Lessons Learned
Q&A
Agenda
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DocuSign is the fastest most secure way to make every decision and
approval digital, so you can keep life and business moving forward.
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Consumers
Customers
Partners
Suppliers
EmployeesEnterprise
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More than
775,000documents
containing more than
3.6million pages are
DocuSigned each day
51% of DocuSign
documents are completed
within
1 hour
More than
50million users in
188countries
DocuSign is available in
43languages
More than
50,000new unique users join the DocuSign
Global Trust Network every day
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Soaring Growth Demands a New IT Strategy
• Security and compliance at the forefront
• Diverse legal requirements across countries
Business Drivers
• Business units require support for their unique requirements
• Acquisitions bring new applications into the ecosystem
Consumerization of the Enterprise
• Adopt a cloud-first approach
• Centralize IT systems to drive efficiency
• Collaborate across BUs to meet varied business needs
IT Imperatives
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Before: A Fragmented Approach to Integration
Swivel Chair
?
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Swivel Chair
?
… It Just Wasn’t Working
Increased complexity
Lacked agility Took teams outside of their core competencies
Created excess overhead Was not scalable
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Swivel Chair
?
… the ongoing growth in the number of applications magnified the challenge
Created complexity
Was not agileTook teams outside of their core competencies
Created excess overhead Lacked efficiencies of scaleWarehouse
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Enterprise-grade iPaaS Supports Business Trajectory
• Simplified monitoring to ensure security and compliance
• Faster time to value
•Agility to support varied business requirements
• Flexibility to seamlessly onboard new applications
• Efficiencies of scale
• Consolidation of services, freeing up LOB resources from managing applications
Dell Boomi’s Integration Platform as a Service (iPaaS) provides
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From a Single Integration Solution to a Consolidated Business Driver
Initiated ERP Data Migration
Process AutomationProcess Efficiency
Consolidated Cloud Application Mgmt.
Improved UserExperience
Integrated DocusignData Warehouse
SimplifiedData Sharing
Building for the Future
Standardized Process for Application
Integration
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Use Case ERP Migration from Microsoft Dynamics to NetSuite
Applications Microsoft Dynamics, Salesforce, Zuora, NetSuite
Processes Subscription billing management, revenue recognition management
Previous State All manual processes to load and process data
Business Impact• Established a reproducible and auditable data migration process
• Increased speed of data sharing between key business platforms
• Freed up personnel resources in business units
Quickly enabled new business data integration requirements post deploymentEnhanced business compliance by simplifying monthly closing of books
Stage 1 – ERP Data Migration
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Use Case Support DocuSign’s cloud-first strategy by consolidating management of cloud applications
Applications Zuora, Salesforce, DocuSign Product (refunds), Anaplan, Salesforce.com, NetSuite
Processes End-to-end cancellation/ refund processes, financial forecasting and modeling
Previous StateLargely manual process, managed through a series of spreadsheets • Involved extracting and loading data onto users computers, etc.• Introduced errors/ inconsistencies, data was hard to report
Business Impact• Increased automation – rely on integrations to share data• Create auditable, repeatable processes• Simplified user experience by keeping data & processes in appropriate systems
Delighted customers with speedy refunds – 80% fasterEmpowered sales leadership by providing access to real-time data
Stage 2 – Integrated IT Strategy
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Use CaseProvide DocuSign product-based information to key systems to enable better business decisions
Applications DocuSign data warehouse, HRIS
Business Impact
• Ensured that the right data is available to the right systems
• Provided business teams with standardized processes to access critical data
• Supported compliance certifications: ISO, FedRamp, Part 11
Stage 3 – Driving Business Success
Enabled data-driven decision making across business units Enhanced corporate compliance in support of DocuSign’s path to IPO
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Stage 4 – Looking Forward: Building On Success
Use CaseFuture proofing by simplifying connectivity between applications and segmenting data based on security and criticality
Applications Smaller, niche applications
Business Impact• Simplify system to on-board new applications
• Leverage APIs for faster time to market
Ensures security in the age of the consumerization of ITDrive business growth through intelligent use of data
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Simplicity and Scalability with Dell Boomi
CPQ
CLM
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Results and Benefits
Streamlined process for deployment of integration requirements including:
• One change management process
• Better templates for requirements gathering
• Dedicated resources for integration work
ProcessEfficiencies
Highly available cloud-based processing for all cloud-to-cloud integrations
• Supports ~50k records a day
• 24X7 execution of 20+ jobs across 6 critical cloud business applications
SmallerInfrastructure
• Management of user access via SAML
• Ensures SOC compliance for access to integration credentials
• Secured integration system credential storage and management
Improved Security Posture
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Integration-as-a-service can’t happen in a vacuum
Walk before you run
Capitalize on early wins
Build on your successes
Develop capabilities as part of the maturation process
Collaborate with key stakeholders to ensure lasting architecture
Lessons Learned
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3 things to do next
Get inspired. Visit us at Booth D7
Get going. Set up a free consultation to learn how Boomi can help you accelerate your business success
Get prepared. Learn more at www.boomi.com
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Thank you!