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© 2017 Jack Henry & Associates, Inc. ® 1 © 2017 Jack Henry & Associates, Inc. ® JHA Client Services ConsultingXperience™ Brian Gregory and Don Poulson 1/25/2017 Jack Henry & Associates, Inc. ®

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Page 1: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®1 © 2017 Jack Henry & Associates, Inc.®

JHA Client Services Consulting℠ Xperience™

Brian Gregory and Don Poulson

1/25/2017

Jack Henry & Associates, Inc.®

Page 2: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®2

Legal Disclaimer: Dates contained in this presentation are

provided as estimates only and can be changed at any time

at the sole discretion of Jack Henry & Associates, Inc. This

information may not be incorporated into any contract and

should not be relied upon in making purchasing decisions.HANK YO FOR THE

OPPORTUNITY TO

SHARE JHA’S STORY

Page 3: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®3

Xperience™ is a Modern User Interface…

• Revolutionary paradigm shift in user interface for Jack Henry customers

• With the high level of integration and flexibility can come complexity for operational and technical staff

• Infrastructure and Client Services are here to assist as much or as little as needed

Page 4: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®4

Services Available to Assist

Xperience™ Infrastructure Consulting Services

Xperience™ Architecture Services

Xperience™ Consulting Services

Page 5: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®5 © 2017 Jack Henry & Associates, Inc.®

Xperience™ Infrastructure Services

Page 6: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®6

Xperience™ Infrastructure Consulting Services

JHA Xperience™ Infrastructure Consulting Team can help analyze client networks, servers, and workstations to determine readiness for the installation of Xperience™ framework and integrated products

Infrastructure Consultants can perform an in-depth analysis of existing Xperience™ installations to identify the areas for improvement in the infrastructure chain where JHA applications run

Page 7: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®7

Today we are going to talk about…

• Reducing support cases

• Maximizing existing resources

• Improving User Satisfaction

• Planning for the future

Page 8: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®8

What is the Infrastructure?

INTERNET CLOUD

Core

ESX Hosts

Server

Server

Client

Client

Client

Client

Branch 1

Branch 2

Banch 3

Client

jConnectRouter

Apps

Servers

• Physical, Virtual

• Memory, Processor, Disk

Workstations

• Physical, Virtual

• Memory, Processor, Disk, Monitors

Network

• Routers, Switches, Cables

• Bandwidth, Latency

Software

• Operating System

• Applications

Page 9: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®9

Biggest Variable in the Infrastructure?Important to understand:

• Applications being used

• User behavior

• Impact locally and globally

• Data accumulation

• Fix current issues

• Be proactive on addressing issues before users open support cases

Page 10: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®10

What are the user

Metrics?

What are the systemic

Bottlenecks?

What do you need to

Accelerate

Deployment?

Today without automation – Reliant upon user perception,

limited reports, guesswork

With automated health check – Automated data

collection, user experience trends and baselines, consistent

and predictable reporting

Infrastructure Health Check

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© 2017 Jack Henry & Associates, Inc.®11

Data Collection Overview• A virtual machine is

installed in your environment– Certified by JHA, DoD,

US Navy, Education, Healthcare

• Agents are deployed

• Metrics are collected and sent to the HUB

• Communication and data storage is internalto your network

• Data is collected and analyzed from the HUB

Page 12: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®12

Health Check Findings and Recommendations

• Comparison to industry best practices

• High-level health analysis of infrastructure

• Detailed “to-do” list of machines, users, andapplications that need attention

• Identify ways to maximize existing resources

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© 2017 Jack Henry & Associates, Inc.®13

Quickly get to the root cause and minimize risk

• Prioritize and focus on those areas having the greatest negative impact on user

experience

• Avoid needle-in-the-haystack troubleshooting exercises that don’t provide the

visibility necessary to examine all of your users and applications, all of the time

• Improve user satisfaction by analyzing the User Experience Profile. The UX

Profile is a composite average across nine metrics that are measured consistently

and trended over time, color coded to indicate performance.

Methodology of the Health Check

SAMPLE

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© 2017 Jack Henry & Associates, Inc.®14

The Information Engine – Metrics Gathered

Resources

Utilization

Applications

Network

Users Disk

Metadata

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© 2017 Jack Henry & Associates, Inc.®15

Bringing Clarity to the Process

• Validation of inventory, consumption

• Understand user behavior impact to workstation / server performance

• Create a baseline of your environment based on hard numbers as

opposed to perception

• Utilize findings to plan for future infrastructure needs

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© 2017 Jack Henry & Associates, Inc.®16© 2017 Jack Henry & Associates, Inc.®

Xperience™ Architecture Services

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© 2017 Jack Henry & Associates, Inc.®17

Infrastructure Design• Designing the correct

infrastructure is a complex process

• Team is comprised of network and virtualization specialists

– Highly skilled at defining the appropriate infrastructure for most environments (physical, virtual, or hybrid)

• Services can include a complete infrastructure design or upgrading the existing environment for maximum performance

Page 18: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®18

Infrastructure Documentation

• Fully documents Xperience

and integrations for audit

and support

• Documentation is tailored for

your specific installation and

product/technology mix

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© 2017 Jack Henry & Associates, Inc.®19

Customer Architecture Education Series

• Assists your team in better understanding Xperience from a technical perspective so that you can provide front line support for your users

• Reduces resolution time

• Training plan is customized for your staff, so you can better understand how Xperience resides within your unique environment

• Best practices on code promotion and infrastructure maintenance

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© 2017 Jack Henry & Associates, Inc.®20

Xperience™ Infrastructure & Architecture Services:

[email protected]

• Infrastructure Health Check

– One time or multiple combined with rollout; option for quarterly reviews

• Infrastructure Deep Dive

– Deep dive analysis of infrastructure, applications, and usage patterns

• Technology Planning

– Current and future state infrastructure planning including environments, disaster recovery/high availability, and upgrade strategy

• Physical to Virtual Analysis

– Review of current application usage to determine fit for virtual environment (Terminal Services, Citrix®, VMWare View)

• Infrastructure

• Reduce support

cases

• Maximize existing

resources

• Improve User

Satisfaction

• Plan for the future

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© 2017 Jack Henry & Associates, Inc.®21© 2017 Jack Henry & Associates, Inc.®

Xperience™ Consulting Services

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© 2017 Jack Henry & Associates, Inc.®22

Xperience™ Consulting Services

Jack Henry & Associates has developed a new Xperience

Framework User Interface (UI) and as a result will work

through a multi-step process to implement.

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© 2017 Jack Henry & Associates, Inc.®23

Xperience™ Consulting Services

• Xp Rollout Planning

– Develop a plan to roll Xp out to the FI

– Work with the bank on personalizing the plan

– Utilize a mix of consultants and bank resources

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© 2017 Jack Henry & Associates, Inc.®24

Xperience™ Consulting Services

• Xp Admin Consulting

– Prepare Xp Admin to assume role- post engagement

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© 2017 Jack Henry & Associates, Inc.®25

Xperience™ Consulting Services

• Xp Rollout Execution

– Schedule

– Prepare

– Kick off

– Follow through

– Finalize execution

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© 2017 Jack Henry & Associates, Inc.®26

Xperience™ Consulting Services

• Xp Consulting

– Can include end user training

– Provide Best Practices

approach

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© 2017 Jack Henry & Associates, Inc.®27

Xperience™ Consulting Services

• Xperience Products

• 4|Sight Xperience (in-house)

• CIF 20/20

• CIF 20/20 Teller (formally

Vertex)

• Core Director

• jhaEnterprise Workflow

• jhaCall Center

• OnBoard Deposits

• PowerOn

• SilverLake

• SilverLake Teller (formally

Vertex)

• Synapsys CRM

• Synergy ECM

Page 28: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®28

Xperience™ Consulting Services

• Xperience engagements are customizable – one size

doesn’t fit all

– Full engagement or streamlined engagement

– Time frame and pricing to be determined by scope

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© 2017 Jack Henry & Associates, Inc.®29

Xperience™ Consulting Services

• Items included in a contract

- Onsite review with an Implementation Consultant

- Project scope document

- Onsite review of project scope

- Creation of product and testing

- Onsite review of product and documentation, confirmation of training plan

- Training plan rollout

- Onsite live

- Review and follow-up 30 days post live

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© 2017 Jack Henry & Associates, Inc.®30

Xperience™ Consulting Services

• Contract Resources

- Project Manager

- Technical Staff (Special Projects)

- Implementation Consultant

- IDG (JX)

Page 31: Jack Henry & Associates, Inc. JHA Client Services ... jha... · 25.01.2017  · 1© 2017 Jack Henry & Associates, Inc.© 2017 Jack Henry & Associates, Inc.® ® JHA Client Services

© 2017 Jack Henry & Associates, Inc.®31

Are you ready to experience Xperience?

JHA Client Services Consulting can help!

• Contact

– JHA Sales Executive

– Customer Relationship Manager

– Client Services at [email protected]

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© 2017 Jack Henry & Associates, Inc.®32

Questions