evaluation and preparation of a tailored on-premises ca ppm for saas and best practice

ca Intellicenter

Evaluation and Preparation of a Tailored On-Premises CA PPM for SaaS and Best PracticeKaren Lifsey

ICX22S #CAWorld

Global Technology and Operations GTO PPM ToolsMetLife

2 © 2014 CA. All rights reserved.2 © 2014 CA. All rights reserved.

Abstract

This session presents the undertaking MetLife has executed

to evaluate the effort and approach to transition CA PPM

from on-premises to on-demand. The current on-premises

implementation of CA PPM has numerous customizations

and does not take advantage of many best practice features,

functions or processes that are inherent to CA PPM.

Karen Lifsey

MetLife

GTO PPM Tools, AVP


Speaker Biography

Karen Lifsey, GTO PPM Tools, AVP

Have attended numerous Niku and CA PPM User Events– First presentation was at Niku User Conference in 2004

Experience deploying CA PPM for varying user populations– Professional Services

– Product Development

– IT Services

– Project/Portfolio Management Office


Agenda

ABOUT METLIFE GTO

WHY MOVE TO ON-DEMAND

Q & A

IDENTIFICATION OF NON-COMPLIANT COMPONENTS WITHIN ON-PREMISES INSTALL

EVALUATION OF FINDINGS

ACTIONS TAKEN

1

2

3

4

5

6


MetLife

Founded in 1868, 146 years old

Leading global provider of annuities, insurance and employee benefit programs– MetLife counts over 90 of the top one hundred FORTUNE 500®

companies among its corporate clients and is the largest life insurer in the U.S. and Mexico.

– US$471.5 Billion of managed assets within a diversified global portfolio

We are the Snoopy and Peanuts gang.

Company Profile


MetLife GTO

At Global Technology & Operations, we are committed to delivering innovative solutions and infrastructure that help enable MetLife to deliver a world-class customer experience. We focus all of our global talent and resources on working to exceed customer expectations, while also trying to anticipate their needs. We're constantly innovating to leapfrog the industry, in a dynamic work environment that fosters creativity, growth and collaboration.


Current CA PPM Environment at MetLife

Number of Active Users: 1300+ Worldwide

Number of Active Projects: 2789

Number of Environments: 6– 6 Database Instances, 10 Application Servers, 10 Web Servers

Number of Resources Supporting CA PPM US Based: 10 FTEs

India Based: 10 rotating resources providing L1\L2 Support, 24 X 6, 3 Report Developers, 2 Application Developers


Why Move to On Demand

The Value of a Structured Framework– Leveraging the structured SaaS framework, the business

implementation of the system is forced to use “best practices.”

– It keeps the business focused by forcing standardizations and eliminating the use of custom code that does not upgrade.

Infrastructure Agility– Positioning the CA PPM application outside of the MetLife

infrastructure will provide better turnaround time for activities involving databases and application servers, especially in regards to upgrades and performance.


Why Move to On Demand

SAVINGS! – Reduced infrastructure chargebacksby US$1.4 million annually

Improved user experience for our global users and

application administrators


Identification of Non-Compliant Objects

Step 1 – Bring system documentation up-to-date.– Data dictionary

Standard and custom attributes

– Functional specifications

– Technical specifications

Interfaces

Reports

– CA PPM process identification

– Database objects identification

Custom database objects, stored procedures, triggers, etc.



Step 2 – Understand business objectives.– Link non-compliant objects to delivered functionality and business

objective.

Interview users to determine business objective and current relevance.

Step 3 – Explore activities that are not best practice.

– Legacy versus go-forward gap analysis

– Measure users adoption to a new approach.


Functionality Assessment of Non-Compliant Objects

Group non-compliant objects by CA PPM core functionality.

– Define current business objective delivered.

– Determine process impact. Is re-engineering an operations/financial process recommended?

– Can existing OOTB functionality deliver need?

– Measure complexity of change.

– Identify dependencies. Within application Within business


Evaluation of Findings

Analyze for OOTB alternative.– Determine if functionality has been introduced into CA PPM that easily

replicates the defined need.

Determine functionality that will need new specifications.– Require re-define, re-tool, re-engineer of business processes.

– Require functional/technical specifications that allow delivery via CA PPM toolset.

Studio, XOG, Jobs, Processes, Portlets, NSQL

Estimate work effort.


Evaluation of Findings – Prioritization


Actions Being Taken

Discovery work began on high-priority functionality.– This re-engineering exercise is focused in four major areas.

• Integrations (48 SPs, 3 Functions, 6 other DB objects)

• Financial management (30 SPs, 19 Functions, 6 other DB objects)

• Project management (15 SPs, 0 Functions, 51 other DB objects)

• Program management (3 SPs, 0 Functions, 14 other DB objects)

Deploy into on-premises install re-engineered configuration at a pace users can absorb.


Current Status

Continue efforts to move on-premises install to best practice and SaaS compliancy. – Objective – Introduce change gradually to business at a pace it can absorb.

2015 Budget Ask = US$NNNK, for 1st ½-year for contracted resources to assist with re-engineering effort

Revisit opportunity to move to SaaS after 2nd quarter 2015 Measure success of moving MetLife install to best practice.

Provide opportunity for movement on reporting strategy.


SummaryA Few Words to Review

Key topics

There are inherent advantages to moving from a on premise to SaaS model for CA PPM.

Cost savings

Improved user experience

Findings

Preparing an on-premises installation for a SaaS platform requires a review of current customizations in parallel with the functionality and business process they facilitate.

Experiences

It is critical to do an in-depth system/application review to sufficiently identify, quantify and prioritize the work effort of moving an CA PPM install from on-premises to SaaS.


For More Information

To learn more about Management Cloud,

please visit:

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