Thursday, September 6, 2012

Cloud approach to IT service desk brings analysis, lower costs and self-help to BMC Remedyforce users

Listen to the podcast. Find it on iTunes. Read a full transcript or download a copy. Sponsor: BMC Software.
Join Danielle Bailey and Alec Davis at Dreamforce 2012
Sept. 18-21 in San Francisco.
The next BriefingsDirect discussion examines how two companies are extending their use of cloud computing by taking on IT service desk and incident management functions "as a service." We'll see how a common data architecture and fast delivery benefits combine to improve the efficiency, cost, and result of IT support of end users.

Our examples are intelligent energy-management solutions provider Comverge and how it’s extended its use of Salesforce.com into a self-service enabled service desk capability using BMC’s Remedyforce.

We'll also hear the story of how modern furniture and accessories purveyor, Design Within Reach, has made its IT support more responsive -- even at a global scale -- via cloud-based incident-management capabilities.

Learn from them more about improving the business of delivering IT services, and in moving IT support and change management from a cost center to a proactive IT knowledge asset.

Here to share their story on creating the services that empower end users to increasingly solve their own IT issues is Danielle Bailey, IT Manager at Comverge in Norcross, Georgia, and Alec Davis, the Senior System Analyst at Design Within Reach, based in Stamford, Connecticut. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: BMC Software is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: When you began looking at improving your helpdesk solutions and IT support, what were the problems were that you really wanted to solve?

Bailey: We had three pretty big pain points that we wanted to address. The first was cost. As our company was growing quickly, we were having some growing pains with our financials as far as being able to justify some of the IT expense that we had.

The current solution that we had charged by person, because there was a micro-agent involved, and so as we grew as a company, that expense continued to grow, even though it wasn’t providing us the same return on investment (ROI) per person to justify that.

So we had a little over $55,000 a year expense with our prior software-as-a-service (SaaS) solution, and so we wanted to be able to reduce that, bring it back more in line with the actual size of our IT group, so that it fit a little bit better into our budget.

One of the reasons we went with BMC Remedyforce is that rather than charging us by the end user, the license fees were by the helpdesk agent, which would allow us to stay within the scope of our IT team.

The second big issue that we had was that a lot of our end users were remote. We have field technicians who go out each day and install meters on homes, and they don’t carry laptops, and the micro-agent required laptops for them to be able to log tickets.

We wanted to be able to use something that would allow us to give our field techs the ability to log tickets on a mobile application, like their iPhones, and Remedyforce had that.

The third issue was that we were Sarbanes-Oxley (SOX) compliant and we needed to make sure that whatever solution we chose would allow us to track change management, to go through approval workflows, and to allow our management to have insight into what changes were being made as they went forward, and to be able to interact and collaborate on those changes.

So that was the third reason we chose Remedyforce. It has the change management in there, but it also has the Salesforce.com Chatter interface that we are able to use to make sure that managers can follow some of the incidents and see as we go through if we have any changes that we can quickly work with them to explain what we may need and that they can contribute to that conversation.

Different stories

Davis: We have a different story. A couple of years ago we made a huge corporate move from San Francisco to Stamford, Connecticut. At that move we saw that it was an opportunity to look at our network infrastructure and examine what hardware we needed and whether we could move to the cloud.

So BMC Remedyforce was part of a bigger project. We were moving toward Salesforce and we also moved toward Google Apps for corporate email. We wanted to reduce a lot of the hardware we had, so that we didn’t have to move it across the country.

We were also looking for something that could be up and running before that move, so we wouldn't have any downtime.

We quickly signed up with Google, and that went well. And then we moved into Salesforce.com. At Dreamforce 2010, Remedyforce was announced, and I was there and I was really excited about the product. I was familiar with BMC’s previous tools, as well as some of the other IT staff, so we quickly jumped on it.

But as part of that move, something else kind of changed about our IT group. We did grow a bit smaller, but we were also more spread out. We used to all be in one location. Now, we're in San Francisco, Stamford, and also Texas. So we needed something that was easily accessible to us all. We didn’t necessarily want to have to use a virtual private network (VPN) to get onto a system, to interact with our incidents.

And we also liked the idea of a portal for our customers. Our customers are really just internal customers, our employees. We liked the idea of them being able to log in and see the status of an incident that they have reported.

We're also really big on change management. We manage our own homegrown enterprise resource planning (ERP) system. So we do lots of changes to that system and fix bugs as well. And when we add something new, we need approval of different heads of different departments, depending on what that feature is changing.

So we are big on change management, and prior to that we were just using really fancy Microsoft Word documents to get approvals that were either signed via email or printed out and specifically signed. We like the idea of change management in Remedyforce and having the improved approval process.

Gardner: Tell us about Comverge.

Bailey: Comverge is a green energy company. We try to help reduce peak load for utility companies. For example, when folks are coming home and starting to wash clothes, turn on the air-conditioning and things like that, the energy use for those utilities spikes.
Join Danielle Bailey and Alec Davis at Dreamforce 2012
Sept. 18-21 in San Francisco.
Hardware and software

We provide software and hardware that allows us to cycle air-conditioning compressors on and off, so that we reduce that peak. And by reducing that peak we are able to help utility companies to meet their own energy needs, rather than buying power from other utilities or building new power plants.

We have been in business for about 25 years. We originally started out as part of Scientific Atlanta, but they have taken on new companies across the country to integrate new technology into what we offer.

We are now nationwide. We provide services to utilities in the Northeast, from Pennsylvania, and then all the way down to Florida, and then all the way west to California, and then to Texas, New Mexico, and different areas in-between. And we’ve recently opened new offices in South Africa, providing the same energy services to them.

Comverge tries to make sure that the energy that we're able to help provide by reducing that load is green. It’s renewable. It’s something we can continue to do. It just helps to reduce cost as well as to save the environment from some of the pollution that may happen from new energy production.

In a nutshell, Comverge is a leading provider of intelligent energy management solutions for residential and commercial and industrial customers. We deliver the insight and controls that enables energy providers and consumers to optimize their power usage through the industry’s only proven comprehensive set of technology services and information management solution.

In January, Comverge delivered two new products, the Intel P910 PCU that includes capabilities to support dynamic pricing programs, and Intel Open Source Applications for the iPhone. The iPhone is very important to us. Our field technicians are using it at residential and commercial installations, and we just want to make sure that we continue with that innovation.

Gardner: And how many IT end users are you supporting at this point?

Bailey: About 600, and those are in South Africa, as well as all around the U.S. ... We transitioned in April to Remedyforce from our old SaaS system, but the users say that Remedyforce is a lot easier for them to use, as far as putting in ticket and for them to see updates whenever our technicians write notes or anything on the tickets. It's a lot easier for them to share with others whenever they have to change what we are working on.

Core business


We are still building our knowledge base. We didn’t have that capability previously. So we are able to use some of the tickets that we have come in as we process and update those and control and close those. We are able to build articles that our technicians can use going forward.

I have recently switched my ERP analyst, but because I was able to pull some of that information out of Remedyforce, where I had my prior ERP analyst, it actually helped me to train this new person on some of the things they can do to troubleshoot and resolve problems.

We are also able to use the automated reporting out of Remedyforce so that I can schedule reports on our tickets, see how many we have open, and for what categories and things like that, and take that to our executive management. They're able to see our resource needs, see where we may have bottlenecks, and help us make decisions that help our IT group move faster and more efficiently.

Gardner: Tell us about Design Within Reach.

Davis: Design Within Reach is a modern furniture retailer. We've been around for 12 years, starting in San Francisco. We have a website that has the majority of our sales. We also have “studios” that are better described as showrooms. We have usually about five reps in those studios, and we have about 50 studios around the U.S. and Canada.

So those [reps] are our users that we support. We've become a very mobile company in the last couple of years. A lot of our sales reps are using iPads. One of the requirements we've had is to be able to interact with corporate in a mobile fashion. Our sales reps walk around the showroom and work with our customers and they don’t necessarily want to be tied to a desk or tied to a desktop. So that is definitely a requirement for us.

Our IT staff is small. We have an IT group, information technologies, and we also have our information systems, which is our development side. In IT we have about six people and in our IS department we also have about six people. We have kind of a tiered system. Tickets come in from our employees, and our helpdesk will triage those incidences and then raise them up to a tiered system to our development side, if needed, or to our network team.

We do have also some contractors and developers. As I mentioned before, we have our own ERP system. We do a lot of the development in house, so we don’t have to outsource it. It's important for those contractors to be able to get into Remedyforce and work the change management we have into the requirement, and also in some cases look at incidences to look how bugs are happening in our ERP environment.

Self-help improvement

Gardner: How have you been able to empower those end users to find the resources they need, to keep you fairly lean when it comes to IT?

Davis: We have put most of the onus on our IT department to know how to resolve an issue, and we did have a lot of transition with new employees during our move. So building a knowledge base with on-boarding new IT people is also very important. Again, we're a small team and we support a larger internal customer base, so we need them to start and have the answers pretty quickly.

Time is money, and we have our sales reps out there that are selling to our large customer base. If there's an issue with the reporting, we need to be able to respond to it quickly.

Gardner: And the conventional wisdom is that helpdesks are still costly, and the view has been that it’s a cost center. Is there anything about how you have done things that you think is changing that perception?

Davis: The reporting has helped us to isolate larger issues, and to also identify employees that put a lot of incidents in. With the reporting, which is very flexible, and with reporting for management, requirements can change. With the Remedyforce reporting, I can change those existing reports, create new ones, or add new value to those reports.

Mainly you see how many tickets are coming in. We can show management how many incidents we are handling on a daily basis, weekly, monthly, and so forth. But I use it mainly to identify where are the larger issues. Managing an ERP system is a large task, and I like to see what issues are happening and where can we work to fix those bugs. I work directly with the developers, so I like to be as proactive as I can to fix those bugs.

And we are very spread out and very mobile, so we like the flexibility to be able to get into Remedyforce without VPN or traditional methods.

Collaboration is becoming very important to us. We did roll out Salesforce.com Chatter to most of our company, and we are seeing the benefits in our sales team especially. We are trying to use Chatter and Remedyforce together to collaborate on issues. As I said, we are spread out, and our IT group has different skill sets.

Depending on what the issue is, we talk back and forth about how to resolve it, and that's so important, because you do build up knowledge, but the core of our knowledge is in every one of our employees. It's very important that we can connect quickly and collaborate in a more efficient way than we used to have.

Support scrum

Bailey: We have been able to show where IT is actually starting to save money for the rest of the company by increasing efficiency and productivity for some of our groups. There are some of the development works that we are able to do by being able to track and change processes for folks, making them more efficient.

For example, one of the issues that we had was that we were tasked with trying to reduce our telecom expense. We were able to go through and log all of the different telecom lines and accounts. We had to trace them down and see where they were being used and where they may not be used anymore. We worked with some folks within the team to reduce a lot of the lines that we didn’t need anymore. We have been moving over to digital, but we still had a lot of analog lines.

Before, we didn’t have a way to really track those particular assets to figure out who they belonged to and what their use was. Just being able to have that asset tracking and to work through each of those as a group, we were able to produce a lot.

The first quarter of the year we reduced our telecom expense over $50,000 a year and we are continuing with that effort.

With the knowledge base that we're building, we're able to let a lot of users begin to self-help. We have a pretty small IT team. We have only two people on what we call helpdesk support. Then we have two network team members, and we have about 10 people on our information services team, where we do development for the software and data services.

Support staff

T
he knowledge base has been a lot of help for us to just start building that knowledge repository. Whereas before, if someone left the company, you would lose years and years of knowledge because there was no place that it was documented.

Because Remedyforce also ties into Salesforce.com, we'd [like to soon] be able to track some of our residential and utility customers in the Salesforce side as well, so that if the salesperson is aware that there is an issue going on with their utility, they can follow the information as it applies to that contact. Then, they're able to also reach out directly to the utility and make sure that things get handled the way they need to be handled according to contracts or relationships. So it's certainly something we are hoping to expand on.

We are also planning to use, and have already started using, Remedyforce for our HR group. When we have new hires or terminations, they're able to able to put in IT support tickets for that. We're able to build templates for each individual, so that as we receive notification that someone has been terminated, we can immediately remove them from the system too. HR has that access to put in those tickets and build those requests, and that helps maintain our SOX compliance.

Synergy and benefits

Gardner: What else have you have been doing with Remedyforce?

Davis: Information is very important to us, very important to myself. I like to see what is happening in organizations from a support standpoint. We haven’t really pushed out Remedyforce to a lot of other departments outside of HR, who of course is helping us with on-boarding the new employees and off-boarding as well.

But all of our internal support teams, our operations team that support our sales teams, some people in finance, and of course HR, are all using Salesforce cases.

So we have all of our customer information. We have all of our vendor information. That would be the IT vendors, but we're also a retail company, so our product retailers are in there too.

We've also moved it out to our distribution center. They have the support team there. We've also started bringing in all of our shipping carriers and all the vendors that they work with. So we have all of our data in one place.

We can see where a lot of issues are arising, and we can be more proactive with those vendors with those issues that we are seeing.

It's great to have all of our data, all of our customer information, all of our vendor information, in one location. I don’t like to have all these disparate systems where you have your data spread out. I love having them in one location. It's very helpful. We can run lots of reports to help us identify what’s happening in our company.
Listen to the podcast. Find it on iTunes. Read a full transcript or download a copy. Sponsor: BMC Software.
Join Danielle Bailey and Alec Davis at Dreamforce 2012
Sept. 18-21 in San Francisco.
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Wednesday, August 29, 2012

Performance management tools help IT services provider Savvis scale to meet cloud of cloud needs

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy. Sponsor: HP.

The next edition of the HP Discover Performance podcast series highlights how cloud infrastructure and hosted IT services provider Savvis has been able to automate out complexity and add deep efficiency to its operations.

Using a range of performance, operations orchestration and Business Service Automation (BSA) solutions from HP, Savvis has improved its incident resolution and sped the delivery of new cloud services to its enterprise clients.

To learn more about how they did it, we're joined by Art Sanderson, Senior Manager Enterprise Management Tools at Savvis. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:
Gardner: What are the main drivers in your infrastructure as a service (IaaS) market?

Sanderson: Savvis is recognized as a global IT leader in providing IT as a service (ITaaS) to many of today’s most recognizable enterprise customers around the world. We offer cloud services and hosting infrastructure services to those customers.

Being an IT department of IT departments, or a dynamic service provider, has a lot of unique challenges that you don’t face in every IT shop that you run into. In fact, we have thousands of customers that we have to support with their own IT departments. So our solutions have to be able to scale beyond what you would find in a typical IT organization.

Gardner: And I should think that efficiency is super-important. It's all margin to you, when you can save and do things efficiently?

Better SLAs

Sanderson: Absolutely. There are just the efficiencies alone for operational cost, as well as the value that we provide to our customers, being able to provide better service-level agreements (SLAs), so their businesses are up and running and available to them to service their own customers. There are definitely some economies of scale there.

Our premier services are our Symphony cloud offerings, our Symphony VPDC, Symphony Open and Dedicated cloud, as well as Symphony Database. All, in some form or fashion in various degrees, use the BSA tools on the back end to do their own offerings, and their own automations that we offer our customers.

Gardner: Tell me what you've done in terms of management for better automation, orchestration, and then, how those benefits get passed on.

Sanderson: Sure. We've adopted the HP BSA set of tools as our automation platform and we’ve used that in a number of different ways and areas within Savvis. It's been quite a journey. We’ve been using the tools for approximately three to four years now.

We started out with some of our operational uses, and they've matured to the point now where a lot of our automation-type monitoring is solved by automation rather than by our operational staff.

There is definitely labor saving there, as well as time savings in mean time to resolution values that we’re adding to our customers. That's just one of the benefits that we’re seeing from the automation tools, not to mention the fact that we build a lot of our own key product offerings for the marketplace that we service, using the BSA offerings on the back end as well.

Gardner: How do you measure performance benefits? Is there a set of key performance indicators (KPIs) or some benchmarks?

In just this first quarter of 2012 alone, we recognized somewhere in the neighborhood of $250,000 in labor savings.



Sanderson: From an operational perspective, we do monitor the number of automations that we run that we can capture from the operational side of the house. For example, on a typical day we run anywhere from 10,000-20,000 types of automations through our systems, and that would actually add value back to the business from a labor-savings perspective.

In just this first quarter of 2012 alone, we recognized somewhere in the neighborhood of $250,000 in labor savings just from the automations from an operational perspective. Again, it's hard to quantify the value of adding to the business side, because those are solutions that we’re offering to the market space that are generating new value back to the organization as a whole.

Mature process

From the people and process side, we didn’t start out necessarily doing it the right way from the operations side of the house. But we have matured the process to where we're now delivering solutions in a much more rapid fashion. The business is driving the priorities from an operational perspective as far as what we’re spending our time on.

Then, we can typically turn around automations in a very short time. In some cases, we’ve built frameworks using these tools where we can turn around an automation that used to take two to three weeks. Now, it can take less than an hour to turn around that same automation.

So we’ve gotten really smart at what we’re doing with the tools, not just building something net new every time, but also making the tools more reusable themselves.

From the value to the organization, we’ve also had many groups within the product engineering side of the house take on and learn tools like HP Operations Orchestration (HPOO) and HP Service Activator (HPSA), and leverage their own domain knowledge as network engineers or storage engineers to build net new solutions that we then turn around and offer to our customers.

That eliminates a lot of the business analyst type of work and things like that that would typically go into the normal systems development lifecycle (SDLC)-type process that you would see. We’re able to cut the time to market for the offerings that we’re producing for our customers.

It does make us much more agile and responsive to the needs of our customers and the industry.



It does make us much more agile and responsive to the needs of our customers and the industry.

Gardner: How large is Savvis?

Sanderson: Today, we have about 25,000 servers under management, spread across 50 data centers worldwide, and just to give you an idea, we have approximately 9,000-10,000 automations on a typical day running through HPOO.

As far as the scale and break down of the servers, two-thirds of our servers today are virtualized, and either through the cloud or actual traditional orders that customers are placing. So, we’re seeing a lot of growth in the virtual machines (VMs) and the cloud space. This is where things are going for our organization as well as the industry.

Self healing

Our self-healing infrastructure is where we’ve actually matured our process and recognized the reusability of using a meta-model to drive our HPOO flows that we’re writing. We've taken those patterns that we’ve identified and have been able to build a meta-model that we now have built a user interface in front of.

If somebody wants a new request, they can go in and request that from us, and then we can, within a matter of minutes, produce the data through the user interface and publish a new flow, without ever having to write new operations orchestrations flows.

Gardner: Tell me a little bit about what your future plans to improve both innovation and productivity?

Sanderson: Obviously, the reason we come to conferences like HP Discover is to learn about where HP is going, so we can make sure that we're in alignment, both from our business needs, as well as where the products are going that we use to drive our own solution.

It's critical that we're able to maintain an upgrade path and we're able to support our business. We've already started to plan, based on what we see coming down the path from HP's future infrastructure and even dedicated infrastructure as our business continues to grow. For example, for the Symphony products that we were referring to earlier, we have to break off more-and-more dedicated infrastructure to the scale and capacity that they’re growing.

We would have never have anticipated, when we started a few years ago, that a customer would have come to us to say that we want to order 400 VMs or we want to order 1,000 VMs, but customers are coming us today doing that. That's the kind of scale that we’re seeing, even just a year into the offerings that we’re providing to the marketplace.
Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy. Sponsor: HP.

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Tuesday, August 28, 2012

Learn why success greets NYSE Euronext's Community Platform for Capital Markets cloud

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy. Sponsor: VMware.

Get the latest announcements about VMware's cloud strategy and solutions by tuning into VMware NOW, the new online destination for breaking news, product announcements, videos, and demos at: http://vmware.com/go/now.

Our next VMworld case study interview revisits a unique vertical industry cloud -- NYSE Euronext's Capital Markets Community Platform -- to take stock of how mission-critical cloud services are being delivered.

We'll learn about how this innovative cloud and groundbreaking business model targets the needs of Wall Street IT leaders, how the business of the financial services industry has received them, and explore how providing cloud services as a business has evolved.

This story comes as part of a special BriefingsDirect podcast series from the 2012 VMworld Conference in San Francisco the week of August 27. The series explores the latest in cloud computing and software-defined datacenter infrastructure developments.

Our guest is Feargal O'Sullivan, the Global Head of Alliances at NYSE Technologies. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:
Gardner: How have things progressed over the past year?

O'Sullivan: We've been very happy with the progress we've made. When we announced at VMworld last year, we had just gone into early access for our first clients in our data center in the New York, New Jersey, Connecticut tri-state area, where we have all of our US-based markets running the New York Stock Exchange Markets, the Arca Electronic Markets, and AMEX.

That has since gone into production, has a number of clients on it, is being perceived very well by the community, and is really driving as a lynchpin of our strategy of building a global capital markets community.

Since the success of that, we've actually progressed further, to the point of having deployed the same environment in a second data center that we own and run just outside of London, in a town called Basildon, which is where we run all of our European markets, the Euronext side of NYSE Euronext.

We now have an equivalent VMware-based cloud environment and a range of ancillary services for the capital markets industry available in that location. Clients can now access, as a service, both infrastructure and platform capabilities in both of those facilities.

Furthermore, we've extended to two other financial centers in the world, one in Toronto and one in Tokyo. That's a slightly more stripped-down version of the community platform, but it's very useful for clients who are really expanding the business and gone globally.

Four locations

Now, we have those four locations up and running in production with production clients, so we are very happy with that progress.

Gardner: What is it about the way that we're doing things now -- the whole software-defined datacenter model -- that's allowed you to build out so quickly?

O'Sullivan: Clearly, the technology has advanced significantly from the old days. The capability around virtualization on the the hardware server level with the VMware hypervisors, and in particular the vCloud service suite, gives clients their own control over their environment.

Also on the networking side, it's become much more viable for clients to actually deploy into shared environment, still maintaining confidence that they're going to get both the security profile that they're looking for, as well as the performance capability.

We use the EMC VNX array with the FAST Cache capability to give a very stable performance profile based on demand. It allows different workloads, and yet each gets very good performance and response time. So there are many components along the way. Also, management and monitoring of these types of infrastructures have improved.

Our clients have certainly seen that enhancement in the technology. The financial services industry is unique in the way it leverages technology on two aspects.

One, security profile is absolutely critical. Security isn't just around customer data, but around application development and tools of the trade, intellectual property that firms might have, trading strategies, different analysis, analytics, and other types of components that they develop and build,. They feel they're highly proprietary in nature and don't want to allow anybody to get access to them. So they place security extremely high on the list.

The other unique aspect is performance aspect. It's a slightly different performance model from your typical sort of three-tier web store type of environment. Financial services, first of all, push very high volumes of content through their applications. They need to do so in microseconds, or at least milliseconds, of response time and latency measurements, and they also most importantly need to do so predictably.

With a big batch job of some kind, say a genetic folding job, you drop off a job, go away for 12 hours, and you come back. A little bit of clearly inefficient processing time is not great, because that drags out the whole thing over time, but there is no sort of critical "need it here," "need it now" requirement. So latency spikes are less of a problem.

Latency spikes

But in our industry, latency spikes are a real problem. People look for predictive latency, so we had to make sure that we applied a very tight security profile to our cloud, and a very high performance profile as well.

Gardner: How have you been able to build on this cloud in terms of those value-added services that you deliver specifically to a financial clientele?

O'Sullivan: That's why we built our cloud, because there are many service providers who offer very valuable cloud capabilities that are based on core infrastructure and core computing capabilities, and they do so very well. However, we consider ourselves a vertical industry community. We're specifically focused on capital markets participants. We try to support and make it cheaper, more cost-effective, and more readily accessible to a wider range of participants to be able to get access to the markets.

So in our cloud and our community, we provide a range of platform and services that we have added. The core is "Come into our vCloud Director environment and access your compute infrastructure." By the way, we have a Compute On Demand Virtual Edition, we also have a Compute On Demand Physical Edition for those cases where that latency issue is of the utmost importance.

Then, we provide clients with the value-added features that we know they need, because they're in the capital markets business. The key one is market data. This is something that is absolutely critical in financial services, because every trade, no matter what you are buying or selling, always starts with a quote. Even if you walk into the shop and you ask how much it would it be for a can of soda, they say it's $1 or $1.20, whatever it is, and then you decide if you want to buy.

So in the financial services industry market data is the starting point, the driver of all the business. And the volumes on this, the sheer size of the content that comes down, is really outstanding. It's at the point now that even if you were to just subscribe to all North American equities and options, you'd need a 10-gigabit Ethernet pipe, and at points during the day, you're probably using upwards of 8 gigabits of that pipe just to get all that content.

Obviously, we can provide raw content, but we've added a range of services into our cloud and into the community. We can say, "We can offer you a nice filtered market data feed, where you just present us with the list of instruments you want, and we can add value-added calculations, do analytics, and provide that to you."

We've also developed an historical market-data access service. So if you want to go back and test your strategies against previous days of trading, back for many, many years, we have a database that's deployed in the cloud. So you can query the database, load it into your virtual environment, and analyze and back-test your strategies.

We've added order-routing capabilities, so when you are ready to send your orders to the market, if you are a market maker yourself, you might go direct to our gateway. If you're a sponsored participant, you might go through our risk-managed gateway, which would be sponsored by a broker.

Or if you are just a regular buy-side firm, a money manager, you might use our routing network and ask us to write your orders to the different brokers or the different markets, and we can handle that. Those are either ends of the trade.

Integration pieces

On Thursday, Aug. 30, I'm going to be presenting with VMware and EMC in one of the breakout sessions about us moving up the stack to start offering more of the integration pieces of this. We're using the Spring environment and a range of other VMware tools, GemFire, and so on, to demonstrate a full trading system deployed in the virtual environment with the integration tools -- all running hosted in our environment.

It's more of a framework that we're showing, but it provides platform as a service (PaaS), not just the market data in, which is our specialty, and the order routing out. Once you're within your environment, the range of additional tools makes it easy for you to develop and customize your own trading tools and your own trading strategies. That's something I will be talking about on Thursday.

Gardner: How has the reception in the market?

O'Sullivan: The good news is that we've definitely had great progress here. We have a number of clients in all of the locations I mentioned. We're continuing to grow. It's a tough environment, as you can imagine, both just in the general economy and in particular in the financial services industry. So we expect to continue to grow this significantly further.

We have been certainly very happy with the uptake so far. We knew that we were going out well ahead of everybody else and we were very keen to do so, because we see and understand the vision that VMware and EMC in particular have been promoting over the past few years. We agree with it fully. We feel like we're uniquely positioned within the capital markets industry as the neutral party.

Remember, we're just a place where people go to trade. We don't decide what you buy or what you sell or how much it should be. We just provide the facility, the rules, and the oversight to ensure an orderly market. We wanted to make it easier and more cost-effective for firms to get access to that environment.

So by providing all of this capability, we think we're in a fantastic position now, that as more and more firms continue to explore virtualization and outsourcing of non-business critical functions, which for a while used to be running on your own servers, but which are now nothing but overhead.

We see them moving more and more into the cloud. We expect over the next two or three years, that this is really going to explode. We intend to be there, established, fully in production, tried and tested, and leading the industry from the front, as we think we should be with the a name like the New York Stock Exchange.

Well-known brand

That’s a brand that's so well-known globally. It's the best place to trade. It's the most reliable and most secure place to trade stocks, with the best oversight, and we want to apply that model to all of the services that we offer our clients.
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HP expands Converged Cloud portfolio to work with VMware's new vCloud Suite 5.1

HP today announced at the VMworld 2012 conference in San Francisco that it's expanding its HP Converged Cloud portfolio with new solutions for VMware vCloud Suite 5.1, enabling clients to transform traditional virtualization deployments into private and hybrid cloud environments with less risk and complexity.

Combined with VMware vCloud Suite 5.1, HP CloudSystem doubles VM density, reduces network complexity, and provides added flexibility to support almost any workload, says HP.

Introduced in April, HP Converged Cloud extends the power of the cloud across infrastructure, data and applications. Based on a single architecture, HP Converged Cloud helps integrate many combinations of private, managed and public clouds, as well as traditional IT, providing workload portability as well as dynamic scaling. [Disclosure: HP and VMware are sponsors of BriefingsDirect podcasts.]

The expanded HP Converged Cloud portfolio from VMworld enables clients to:
  • Reduce complexity of building and managing cloud with integrated solutions.

  • Accelerate cloud adoption with comprehensive security and compliance controls that can be automatically applied to virtual machines (VMs).

  • Decrease the risk of data loss with automated policy-based data protection.

vCloud Suite 5.1

The HP announcement dovetails with VMware's unveiling of vCloud Suite 5.1, which delivers its software-defined datacenter, an architecture for implementing cloud computing. vCloud Suite 5.1 extends the benefits of virtualization to every domain in the datacenter – compute, storage, networking, and the associated availability and security services, says VMware.

The software-defined datacenter architecture abstracts all hardware resources and pools them into aggregate capacity, enabling automation to safely and efficiently dole it out as needed for applications. Tenants or customers utilizing the software-defined datacenter can have their own virtual datacenters with a logically isolated collection of all the virtual compute, storage, networking and security resources they are used to.

As organizations move from a virtualized environment to a private or hybrid cloud, they may face significant challenges.



On Tuesday, VMware CTO Steve Herrod unveilved an enterprise mobility solution suite called Horizon. It goes a long way to helping enterprises deliver and control applications and data that can be accessed via most smartphones, tablets and PCs.

New HP CloudSystem capabilities integrated with the VMware vCloud Suite 5.1 include:
  • HP Cloud System optimized for VMware, which provides faster time to revenue with pre-integrated solutions that include HP Converged Infrastructure and cloud management from HP and VMware.
  • Auto-flexing feature, which reduces response time to business requests and improves overall service levels by enabling VMware administrators to provision hardware for vCloud Director to automate the scaling of converged infrastructure.
  • VM importing, which simplifies clients’ path to the cloud by easily importing running VMs into an HP CloudSystem without downtime or reconfiguration.
  • HP Cloud Maps for VMware, which accelerates the design of cloud services and automates the deployment of virtual applications using pre-packaged, optimized HP CloudSystem templates.

Data protection enhancements

Also, at VMworld, Autonomy, an HP Company, announced a major feature enhancement to HP Data Protector 7 that delivers integrated security for vCloud Director 5.1, providing fully automated, policy-based protection for cloud environments.

This is a key offering from Autonomy and provides policy-based data protection for an array of configurations within a virtual datacenter. It also allows organizations to control how often they back up their data, as well as how much data to retain and store.

The solution enables service providers to offer flexible protection options within multi-tenant cloud environments. Organizations that use vSphere and seek to maximize storage efficiency for VM backup can leverage Data Protector 7 to de-duplicate data anywhere – at the application source, backup server, or target appliance – and centrally manage the de-duplicated data movement across the enterprise for disaster recovery.

The solution enables service providers to offer flexible protection options within multi-tenant cloud environments.



Using Data Protector 7, customers can eliminate protection gaps found in cloud-based deployments. Traditional data-protection solutions often fail to understand how much data to back up and the level of data protection required for the diverse types of data that reside within an organization.

Customers can also reduce the risk of data loss, as business critical backup policies are automatically applied to new VMs within a virtual datacenter. And with HP StoreOnce Catalyst replication feature, customers can attain back-up at speeds of up to 100 terabytes per hour, three times faster than the leading industry storage alternative, says HP.

PCI industry security


HP has also partnered with VMware to offer a converged payment card industry (PCI) Compliance Security Solution Stack that provides a single security framework to address diverse virtual and cloud infrastructures. The solution provides comprehensive, cost effective and easy-to-manage protection that enables strong security, beyond simply meeting compliance requirements.

The PCI Compliance Security Solution Stack is a pre-certified reference architecture for testing applications, defending against cyber threats, as well as providing enterprise-wide visibility across virtual and cloud infrastructures. The solution accelerates the path to compliance covering 110 of the 200 PCI requirements, spanning all 12 regulation sections.

The solution leverages market-leading technology from HP TippingPoint, HP ArcSight, HP Atalla and VMware cloud infrastructure, allowing users to:

The solution accelerates the path to compliance covering 110 of the 200 PCI requirements, spanning all 12 regulation sections.


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Thursday, August 23, 2012

Legal services leader Foley & Lardner makes strong case for virtual desktops

Listen to the podcast. Find it on iTunes/iPod. Read a full transcript or download a copy. Sponsor: VMware.

T
he latest BriefingsDirect enterprise user IT adoption story centers on how global legal services leader Foley & Lardner LLP has adopted virtual desktops and bring-your-own-device (BYOD) to enhance end-user productivity across their far-flung operations.

We'll see how Foley has delivered applications, data, and services better and with improved control -- even as employees have gained more choices and flexibility over the client devices, user experiences, and applications usage.

Learn more here about adapting to the new realities of client computing and user expectations with Linda Sanders, the CIO, and Rick Varju, Director of Engineering & Operations, both at Foley & Lardner LLP. The discussion is moderated by BriefingsDirect's Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: VMware is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Gardner: What was "the elephant in the room," when it came to the old way of doing client-side computing? Was there something major that you needed to overcome?

Sanders: Yes, we had to have a reduction in our technology staffing, and because of that, we just didn't have the same number of technicians in the local offices to deal with PCs, laptops, re-imaging, and lease returns -- the standard things that we had done in the past. We needed to look at new ways of doing things, where we could reduce the tech touches, as we call it, and find a different way to provide a desktop to people in a fast, new way.

Varju: From a technical perspective, we were looking for ways to manage the desktop side of our business better, more efficiently, and more effectively. Being able to do that out of our centralized data center made a lot of sense for us.

Other benefits have come along with the centralized data center that weren't necessarily on our radar initially, and that has really helped to improve efficiencies and productivity in several ways.

Gardner: Tell us about your organization at Foley. Linda, how big are you, where do you do business?

Virtualized desktops

Sanders: Foley has approximately 900 attorneys and another 1,200 support personnel. We're in 18 U.S. offices, where we support virtualized desktops. We have another three international offices. At this time, we're not doing virtualized desktops there, but it is in our future.

Gardner: Rick, how has virtual desktop infrastructure (VDI) been an enabler?

Varju: The real underlying benefit is being able to securely deliver the desktop as a service (DaaS). We are no longer tied to a physical desktop and that means you can now connect to that same desktop experience, wherever you are, anytime, from any device, not just to have that easy access, but to make it secure by delivering the desktop from within the secure confines of our data center.

That's what's behind deploying VDI and embracing BYOD at the same time. You get that additional security that wouldn't otherwise be there, if you had to have all your applications and all data reside on that endpoint device that you no longer have control over.

With VMware View and delivering the DaaS from the data center, very little information has to go back to the endpoint device now, and that's a great model for our BYOD initiatives.

Mobile devices

In terms of raw numbers, every attorney in the firm has a mobile device. The firm provides a BlackBerry as part of our standard practice and then we have users who now are bringing in their own equipment. So at least 900 attorneys are taking advantage of mobility connectivity, and most of those attorneys have laptops, whether they are firm issued or BYOD.

Easily 1,500 personnel taking advantage of some sort of connectivity to the firm through their mobile devices.

Gardner: So as IT and business management, you get a better control and a sense of security, and the users get choice and flexibility?

Sanders: That's correct. Before, we were selecting the equipment, providing that equipment to people, and over and over again, we started to hear that that's not what they wanted. They wanted to select the machine, whether it be a PC, a Mac, an iPad, or smartphone. And even if we were providing standard equipment, we knew that people were bringing in their own. So formulating a formal BYOD program worked out well for us.

In our first year, we had 300 people take advantage of that formal program. This year, to date, we have another 200 who have joined, and we are expecting to add another 100 to that.

As Rick mentioned, we did also open this up to some of our senior level administrative management this year and we now have some of those individuals on the program. So that too is helping us, because we don't have to provision and lease that equipment and have our local technology folks get that out to people and be swapping machines.

Now, when we're taking away a laptop, for example, we can put a hosted desktop in and have people using VMware View. They're seeing that same desktop, whether they're sitting in the office or using their BYOD device.
They're seeing that same desktop, whether they're sitting in the office or using their BYOD device.


Gardner: Do you have any metrics in terms of how much this all saved you?

Sanders: Over three years, we'll probably be able to reduce our spend by about 22 percent.

Realistic number

We had our business manager within technology calculate for us what we were spending year after year on equipment, factoring in how much tech time is involved in that, and coming up with a realistic number, where people could go out and purchase equipment over a three-year time frame.

That was the start of it, looking at that breakdown of the internal time, selecting a dollar amount, and then putting together a policy, so that individuals who decided to participate in it would know what the guidelines were.

Our regional technology managers met one on one or in small groups with attorneys who wanted to go on the program, went through the program with them, and answered any questions upfront, which I think really served us well. It wasn’t that we just put something out on paper, and people didn’t understand what they were signing up for.

Those meetings covered all the high points, let them know that this was personal equipment and that, in the end, they're responsible for it should something happen. That was how we put the program together and how we decided to communicate the information to our attorneys.

Gardner: Has something about the DaaS allowed you to extend these benefits beyond just your employees? Is there some aspect of this that helps on that client services equation.
That does provide some additional benefit for our attorneys, when it comes to delivering the best possible service we can to our clients.
?

Varju: The ease of mobility and some of the productivity gains make a big difference. The quicker we can get access to people and information for our attorneys, no matter where they are and no matter what the device they're using, is really important today. That does provide some additional benefit for our attorneys, when it comes to delivering the best possible service we can to our clients.

One of the things that we're looking at now is unified communications, and trying to pull everything to the desktop, all the experiences together, and one of those important components is collaboration.

If we can deliver a tool that will allow attorneys and clients to collaborate on the same document, from within the same desktop view, that would provide tremendous value. There are certainly products out there that will allow you to federate with other organizations. That’s the line of thinking we're looking at now and we'll look to deploy something like that in the near future.

The biggest plus

Sanders: The biggest plus is, as Rick mentioned, for people who are mobile, is that they have the same desktop, no matter where they are. As I talked about before, whether they're in the office or out of the office, they have the same experience.

If we have a building shut down, we are not trapped into not being able to deliver a desktop, because they can’t get into the building and they can’t work inside. They're working from outside and it’s just like they are sitting here. That’s one of the biggest pluses that we've seen and that we hear from people -- just that availability of the desktop.

Varju: Before deploying VDI and VMware View, we delivered a more generic desktop for remote access. So to Linda’s point, being able to have your actual desktop follow you around on whatever device you are using is big. Then it's the mobility, even from within the office.

When an attorney signs up for the Technology Allowance Program, we provide them a thin client on their desk, which they use when they're sitting in their office. Then, as part of the Technology Allowance Program and Freedom of Choice, they purchase whatever mobility technology suits them and they can use that technology when working out of conference rooms with clients, etc.
The ability to move and work within the office, whether in a conference room, in a lobby, you name it, those are powerful features for the attorneys.


So remote access and having their own personal desktop follow them around, the ability to move and work within the office, whether in a conference room, in a lobby, you name it, those are powerful features for the attorneys.

We're definitely ahead of the curve within the legal vertical. Other verticals have ventured into this. Two in particular have avoided it longer than most, the healthcare and financial industries. But without a doubt, we're ahead of the curve amongst our peers, and there are some real benefits that go along with being early adopters.

Gardner: Explain for me, Rick, how you went about architecting this solution, and perhaps a little bit about the journey, and both good and bad experiences there?

Process and strategy

Varju: We've been virtualizing servers for quite some time now. Our server environment is just over 75 percent virtualized. Because of the success we have had there, and the great support from VMware, we felt that it was a natural fit for us to take a close look at VMware View as a virtual desktop solution.

We started our deployment in October of 2009. So we started pretty early, and as is often the case with being an early adopter, you're going to go through some pain being among the first to do what you are doing.

In working with our vendor partners, VMware, as well as our storage integrators, what we learned early on is that there wasn’t a lot of real-world experience for us to draw from when designing or laying out the design for the underlying infrastructure. So we did a lot of crawling before we walked, walking before we ran, and a lot of learning as we went.

But to VMware’s credit, they have been with us every step of the way and have really taken joint ownership and joint responsibility of this project with Foley. Whenever we have had issues, they have been very quick to address those issues and to work with us. I can't say enough about how important that business relationship is in a project of this magnitude.

While there was certainly some pain in the early stages of this project and trying to identify what infrastructure components and capacities needed to be there, VMware as a partner truly did help us get through those, and quite effectively.
To VMware’s credit, they have been with us every step of the way and have really taken joint ownership and joint responsibility of this project with Foley.


PCoverIP
protocol is critical to the overall VDI solution and delivering the DaaS, whether it's inside the Foley organization and the WAN links that we have between our offices, or an attorney who is working from home, a Starbucks or you name it. PCoverIP as a protocol is optimized to work over even the lowest of bandwidth connections.

The fact that you're just sending changes to screens really does optimize that communication. So the end result is that you get a better user experience with less bandwidth consumption.

Freedom of choice

Sanders: The success that we've had, as we have spoken about throughout this call, has been the ability to deliver that desktop and to have attorneys speak to their peers and let them know. Many times, we have attorneys stop us in the hallway to find out how they too can get on a hosted desktop.

Leveraging with the BYOD program helped us, giving people that freedom of choice, and then providing them with a work desktop that they can access from wherever.

We're really looking at unified communications. One of the things that I'm very interested in is video at the desktop. It's something that I am going to be looking at, because we use video conferencing extensively here, and people really like that video connection.

They want to be able to do video conferencing from wherever they are, whether it's in a conference room, outside the office, on their laptop, on a smartphone. Bringing in that unified communication is going to be one of the next things we're going to focus on.
Any time we look at a change in technology, especially the underlying infrastructure, we always take a look at what cloud services are available and have to offer.


Varju: Cloud computing is certainly an interesting topic and one that you can spend a day on, in and of itself. At Foley, any time we look at a change in technology, especially the underlying infrastructure, we always take a look at what cloud services are available and have to offer, because it's important for us to keep our eye on that.

There is another area where Foley is doing things differently than a lot of our peers, and that's in the area of document management. We're using a cloud-based service for document management now. Where VMware View and VMware, as an organization, will benefit Foley as we move forward is probably more along the lines of the Horizon product, where we can pull our SaaS-based applications or on-premise based applications all together in a single portal.

It all looks the same to our users, it all opens and functions just as easily, while also being able to deliver single sign-on and two-factor authentication. Just pulling the whole desktop together that way is going to be real beneficial. Virtualizing the desktop, virtualizing our servers, those are key points in getting us to that destination.
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