Agile and Cost Effective Employee Engagement Solutions Cloud Adoption While Ensuring Security & Consistent User Experience

 Ashvin Parmar  Principal, Capgemini  Ashvin.Parmar@Capgemini.com

 Brian Kelly  Executive Director, Morgan Stanley  Brian.R.Kelly@MorganStanley.com

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 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

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Safe Harbor

Session Overview

Learn how

•  IT can be the hero and help accelerate HR transformation

•  To create a seamless experience for employees

•  Integrate employee front end with corporate functions systems on back end

•  To leverage strategies and best practices to build and deploy cost effective and agile applications

Speakers

•  Brian Kelly, Executive Director HR & CS IT, Morgan Stanley

•  Ashvin Parmar, Principal of Insights and Data, Capgemini

Brian Kelly Executive Director,

Global Head of Corporate Services & HR Technology, PaaS Center of Excellence

About Brian

Executive Director Morgan Stanley

Global Head of Corporate Services & HR Technology, PaaS Center of Excellence

Previously with Bank of America Merrill Lynch

Manages team of 60+ technologists across 5 different countries

Salesforce Center of Excellence includes 3 onshore & 6 offshore resources

•  Established in 1935 •  HQ Midtown Manhattan, New York City

•  40+ countries, 1300+ locations, Over 55K employees •  Global Financial Services firm offering products and services

across 3 business segments: Institutional Securities, Global Wealth Management, and Asset Management

•  2014 Net Revenues of $34.3 Billion

•  2014 Investment Banking Ranked #1 in Global IPOs, and #2 in Global Announced M&A

Source: Morgan Stanley Q4 2014 earnings release

Focus is the Business but Our DNA is IT

•  Enable business through technology innovation

•  Commitment to cutting edge of app dev trends, while remaining keen on data security and risk controls

•  Solutions must be cost effective with ROI supported business cases

•  Focused Time-to-Market: Decrease developer hours spent in all phases of application development from design to deploy

•  Lower TCO: Reduction of hardware, software, and supporting infrastructure

Ashvin Parmar Principal, Global Head of Data Security, Insights

& Data, Capgemini Financial Services

About Ashvin

Principal, Capgemini Financial Services

Global Head of Data Security

Previous Citigroup

Manages team of 200+ technologists across 2 countries

Engagement Manager and Strategist for Morgan Stanley’s Cloud Enablement in HR and CS areas

Capgemini is a “top tier” Global Strategic Partner

Implementation Methodology Capgemini’s CapGEM methodology for Salesforce solutions helps drive adoption via early business testing, and rapid, iterative rollouts

Scope Of Services Capgemini provides end-to-end solutions from strategy and design, to solution development and implementation

COE’s Capgemini serves clients globally from our Centres of Excellence through our Rightshore® Model

Rich  Bouquet  of  Services

SALESFORCE.COM  CRM  ADVISORY

SALESFORCE.COM  IMPLEMENTATION

INTEGRATION  &  MIGRATION    SERVICES

FORCE.COM  &  VMFORCE  

APPLICATION  FACTORY

APPLICATION  MANAGEMENT  &  

MANAGED  SERVICES    

Solution Validation

Solution Development & Testing Solution

Deployment

Rapid Development SprintsRapid Solution Validation

Rapid Solution Workshops

Draft Process Flow Diagrams (Optional)

OUTPUTINPUT

Enhancement Opportunities

Future State Processes

Finalized Requirement Matrix

OOTB Functionality Matrix

Rapid Solution WorkshopsRapid Solution

WorkshopsRapid Solution Workshops

Future State Requirements Workshops

UAT

E2E

ALL

Pilot

Early Business Testing

Rapid Rollouts

1 2

Project Timeline Weeks 1 to n…..

Iteration 1Solution

Definition, Design

& Development

Solution Testing

User Experience

Program Management

SIT

UAT

Deployment

Solution Architecture / Release Management

Project Setup

DiscoveryUser Experience Testing

Planning

Go Live

Warranty

Planning

Inputs to Design

Iteration 2

Iteration 3

Iteration …

Iteration n

Change Mgmt Organizational Change Management to Drive Adoption

Iteration specific

UAT

Project Management – Scope / Progress / Risk / Issues / Knowledge Transfer

1000+ Salesforce practitioners world-wide, including:

900+ Certified Consultants across Sales Cloud, Service Cloud & Developer areas. Many practitioners are certified in more than 1 application.

300+ Business Analysts, Integration Developers, Testers, Data Specialists & Reporting Analysts

50+ OCM & Training Specialists

30+ Large Engagement Managers

Approved Plans to add another 800+ practitioners in 2015 through recruitment and internal training/certification initiatives

France

India

US

§  Associated with Salesforce since 2007 §  Global Strategic Partner Status and Privileges §  Strong collaboration across Leadership, Sales, Project Delivery and Product Management §  Launched 3 Fullforce Solutions around Retail, Insurance and Manufacturing §  Chosen to participate in the “Invite Only” Service Cloud Seat at the Table program and Platform

Ignite Programs §  Partner Award for Innovation in Marketing” – Dreamforce 2012 §  “Industry Innovation Award” for our Retail “Fullforce” Offering – May 2014

 Deep implementation expertise with platform

Opportunity Develop Integrated Employee Engagement Solutions

Evaluate and adopt optimal cloud strategy to harness benefits of cloud computing

Managing concerns around data privacy and security

-  Evaluate cloud for infrastructure and business solutions

-  Leverage optimal mix of cloud technologies to provide business value

-  Examine business processes that can be migrated to cloud based on technical and business considerations

-  Ensure full compliance with Morgan Stanley security standards

-  Lead Firm-wide implementation of new security standards for Cloud adoption

Morgan Stanley’s Employee Engagement Objectives

Our Solution & Approach Shared Services based Delivery Model

0

10

20

30

Year 1 Year 2

Driving Toward: 30 Apps In 2 Years

HR Apps

Center Of Excellence

(COE)

Salesforce Compliance

Exec Sponsors

Other Vendors

Info Sec Legal

Speed is the New Currency for IT

Our Solution: Center of Excellence Drives App Building Velocity

Why We Decided on Salesforce

We have a strategic partnership with Salesforce Availability of skill set in the marketplace Cost avoidance of infrastructure and maintenance Good hybrid between buy vs. build Mobile-first strategy

COE Operating Model Cloud Fitment, Development & Support

Our App Intake Process

Application Inventory BUY – SELL – HOLD

PaaS Criteria

ROI

New Application “GREENFIELD”

“BROWNFIELD”

Client Buy-In

Capgemini Cloud Assessment (CCA) Framework

7 Copyright © Capgemini 2013. All Rights Reserved

inCloud | August, 2013

Capgemini inCloud Assessment Process and Flow of Information

8 Copyright © Capgemini 2013. All Rights Reserved

inCloud | August, 2013

In approximately six to eight weeks, Capgemini inCloud provides you with three simple, yet powerful deliverables:

Recommend

End State Architecture

•  Identifies action for each application being analyzed

•  Includes a list of initiatives to •  improve technical and functional quality •  reduce support costs •  eliminate redundancies •  mitigate potential risks.

Justify Deploy

Business Case

• Demonstrates business and financial value of portfolio transformation.

• Justifies the value of the rationalization design

• Empowers key stakeholders to progress to next steps

Deployment Roadmap

• Charts the journey from the ‘As-is’ to the ‘To-be’ state.

•  Includes design results, schedules and

execution priority details.

Capgemini inCloud Deliverables

§  Built leveraging Capgemini’s “industrialized” WARP approach and methodology §  Answers the question of “which apps to move to the cloud” §  Builds a business case that shows ~25-40% TCO drop after moving to cloud §  “Cloud Agnostic approach” built for leading cloud platforms like Force.com, AWS, Google & others

Structured Process With Well defined Deliverables

What is CCA?

CCA Process and Flow of Information

3. Proof-of-Concept Planning

2. Migration Pattern

Assessment

1. Cloud Suitability Assessment

Cloud or Not

Cloud Options

IaaS

PaaS

SaaS

Private or Public

Applications i.  Initially determine if an app is

suitable for cloud

ii.  If “cloud suitable”, determine what cloud options may be viable (e.g. IaaS, PaaS, SaaS)

Multiple options may apply

iii. Also determine public or private cloud

Migration Pattern

Retire/Consolidate

Migrate

Re-host

Re-platform

Remediate

Re-write

i.  Identify apps that can be retired and/or consolidated

ii.  Determine appropriate migration pattern

iii. Estimate rough level of migration effort

Delivery Model Aligned With Functional & Technical Requirements

Force.com implementations can vary in technical and functional complexity. 1.  Technical complexity

Represents extent of customization, and intricacy of integration.

2.  Functional Complexity Represents spread of application in terms of number of users, business units, territories, roles or multi-countries rollouts.

We execute quick proto-types and agile application development to expedite time-to-market, and jointly drive solutions development with the business.

From Rapid to Enterprise

Technical Complexity (Customization)

Func

tiona

l Com

plex

ity (S

prea

d)

Mainly Config. Low on Customization

Highly customized and heavily integrated with an enterprise architecture

Simple Workflows Minimal Integration

Less Sensitive Data

Multi-regional Functionality Complex Integrations Highly sensitive Data

Configuration Configuration

and Integration

Configuration, Integration,

Customizations, Rollouts

Rapid Implementation

(2- 4 weeks)

Standard Implementation (2 - 3 months)

Enterprise Implementation ( 6- 10 months)

3-phase Agile Force.com Project Implementation Methodology

Focus

Activities User Training

Operational Handover

Create Reports and Dashboards

Design Product Backlog

Define Architecture

Design Integration

Design Data Security

Sprint Plans and

Estimations

Setup Tools and

Environment

Configure and

Customize Processes

Clean, De-Dup,

Migrate Data

Build interfaces

and Integrations

Functional and

Integration Test

Initial Solution Vision Priortised Deliverables Ready for Acceptance

Operational Release

§  Rollout

§  Application Management

Ready for QA

Analysis and Design Configure and Customize Validate and Deploy

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§ User Feedback §  Interim User Acceptance

Phases Requirements & Analysis

1 Development Closure

2 3

Tools §  Pilots §  Integration Playbook §  Data Migration Playbook

§ Development Tool kit § Reusable common components

Project Roles

Final User Acceptance

Production Release

Deploy Package

Create Training Guides

End to End Test

Detail Business Processes

Design Reports

§  Product Owner, Process Owners(s),IT Owner(s) §  Architects, Force.com Developers, Testers

Redesign of election website for Bonus and Salary Waivers App Example: My Elections

Key Enablers Collaborative Program Management with Business & Technology

3 Keys to Building & Deploying Successful Engagement Apps

1

2

3

Executive sponsorship

Watertight governance

Uncompromised security across every employee

ROI: Is PaaS providing something that is better, faster, & cheaper

Quick prototyping: Quickly evidence success through agile development methodology.

App intake process: What existing applications are good candidates for the platform?

Tip #1 Executive Sponsorship is Critical to Success

Tip #2: Governance

Establishes routines across all key stakeholders

Allows central monitoring of ROI, project health, and overall program health

Creates a forum to raise awareness around risk & issues

3

2

1

Full Compliance with Firm’s Security Controls & Processes Tip #3: Setting up Security on the Platform Continued

Data Security

Authentication

Authorization

Audit

Risk category Risk description

Data Security in a multi-tenancy environment.

Risk mitigation

Data Encryption based on Information Security and Business Unit guidelines.

Strong authentication solution compliant with Firm’s blueprints. Authentication using Firm’s SSO standards.

Integrated entitlements with proper control and oversight.

Programmatically provision user accounts, and integration with Firm’s central entitlement

engine.

Logs of security-relevant events and communications not subject to Firm audit

or response. Feed SFDC logs into Firm-standard reporting

and response mechanisms.

Tip #3: Setting up Security on the Platform

•  The overall security facility provides perimeters for each level of access.

•  The outermost perimeter provides the ability to access the Force.com platform with the inner most perimeter providing the ability to access sensitive data.

•  Profiles, IP addresses and permission sets provide the capabilities to implement this approach on the force.com platform.

User Security

Network Level Security

Application Profiles

Object Level Security

Sensitive Data

User / Password

Permissions

Permission Set with Object Access

Profiles with Application

Access

MS IP Address

Level Access

Permission Set with

Field Level Access

How we architected platform security Tip #3: Setting up Security on the Platform Continued

Encrypted Data

Decrypted Data

Legacy Data

PowerCenter

Employees

Q&A

Thank you