Business Model - A Case Study on the adoption of Modernization & Technology Solutions

Transcription

1 Modernization & Technology Innovation 26 de Maio de 2015 São Paulo

2 1. Introduction & Agenda Marco Santos 2. Legacy Migration Carlos Mattos 3. GFT NSD Ricardo Dorta 4. Success Cases Diego Cardoso

3 GFT Group Multinacional Alemã com 25+ Anos de Mercado Mission: To be the Global technology partner for future digital needs of our clients Revenues: Milion USD in 2014 Specialization: in Banks, Insurance, Cards, Capital Markets, and High Frequency Service Companies Capability: Global Delivery Model integrating Employees E2E Offering: Consulting, Project Development, IT Services and Innovation Strong international presence 40 Locations in 11 Countries Germany Spain Switzerland France Italy UK Poland USA Canada Brazil Costa Rica GFT Brazil Largest Startup and Innovation Platform from Europe Identifies promising startups around the world and links them with established companies. Open source of innovation +400 Professionals Team with strong local and international experience English Fluency Strong orientation for Innovation and Operational Excellence 2 DCs in Alphaville and Sorocaba 3 26-May-15 GFT Technologies AG

4 Áreas de Atuação de Negócio Retail and Corporate Bank Capital Market Cards and Payments Insurance Financial Information Retail Banks Investment Banks Issuer Companies Life Insurance Credit Bureau Corporate Banks Landing Companies Mortgage Institutions Wealth Management Equities Funds Stock Exchanges Acquiring Companies Flag / Brand Companies Mobile Payments Property and Causality Insurance Retirement & Pension Funds Rating & Scoring Agencies Financial Information Agencies Brokers in general Clearing Entities Voucher Companies Reinsurance Healthy Insurance High Frequency FI 4 26-May-15 GFT Technologies AG

5 GFT Brazil at a Glance - Organization and Working Model Onsite Clients & GFT Delivery Center In Alphaville GFT Global Delivery Center in Sorocaba End-to-End Offer Consulting Development Operation Management, Control and Continuous Improvement GFT Brazil: 400+ Professionals Team with strong local and international experience in Banking and Financial Services Strong orientation for Innovation and Operational Excellence Delivery Model: Onsite Client, Consulting Center and Delivery Centers in Sorocaba and Alphaville 5 26-May-15 GFT Technologies AG

6 Microsoft e GFT Technologies Oferta Integrada, Modelo de Trabalho e Diferenciais Microsoft Experiência Global em todos os segmentos de Indústria, sobretudo financeira. Foco vital em inovação atuando fortemente em Cloud First; Mobile First. Soluções de ALM completas e amplamente adotadas para Modernização. GFT Technologies Expêriencia em Bancos e Segmento Financeiro no geral Experiencia em Consultoria e Projetos de TI Cultura e modelo de trabalho Global Foco em inovação tecnológica e de negócios

7 Processo Desenvolvimento de Projetos da GFT Brasil Aplicação do Lean e Just-in-Time Abordagem GFT Industrialização do Processo de Desenvolvimento de Sistemas Aplicação dos Princípios Lean e Just-in-Time (Puxar, Tacto, Fluxo, Zero defeito) Aplicação dos Conceitos PDP Enxuto Qualidade = Utilidade* da informação Custo Entrega A informação certa, no tempo certo, no formato certo, no detalhamento certo, no lugar certo. Just-in-time Flow principle Tact principle Pull principle Zero defect principle Realization of a continuous flow through the connecting and rearranging of the processes Establishing a rhythm through the leveling of the workload The client process only request he part or service that he needs at the moment Stabilizing improvements and guaranteeing high quality process standards

9 Modernization & Technology Innovation Legacy Systems Migration Legacy System Definition Motivation to Migrate Generic Migration Process GFT Migration Strategy Modernization SDLC/ALM Agile Development Continuous Integration GFT Non-Stop Delivery 9 26-May-15 GFT Technologies AG

10 Legacy System Definition Based on the free on-line dictionary of computing, Legacy System is a computer system or application program which continues to be used because of the prohibitive cost of replacing or redesigning it and despite its poor competitiveness and compatibility with modern equivalents. We are talking about systems or applications developed using old technologies and programming languages, including Visual Basic (3.0 to 6.0), DCOM, COM+, Classic ASP and VBA Applications May-15 GFT Technologies AG

11 Motivation to Migrate Legacy Difficult and time intense process to understand the system functionalities. Hard to find and separate business logic from presentation and data logic. The same business logic can be used in multiple systems with different versions of implementation. Hard to find functional or technical documentation. Difficult to integrate with current system because of hardware and software incompatibilities. Hard to enhance or modify the systems, since the documents and regression tests are not available. Hard to manipulate and retrieve data because of the redundancy May-15 GFT Technologies AG

12 Generic Migration Process Phase 1: Justification Phase 2: Legacy System Understanding Phase 3: Target Platform Development Phase 4: Testing Phase 5: Migration Migration Justification Testing Understanding Target Platform May-15 GFT Technologies AG

13 GFT Legacy Migration Strategy Dry Runs Test Automation Rollout Plan Impact Analysis Data Strategy Build Automation Impact Data Build Deploy Test Dry Rollout Runs Automation Strategy Analysis Plan Identify Plan Dry Build Run the a detailed the data is automation a systems types test rollout process plans for plan build applications manipulated process deployment that simulates process to by all migrate the steps for applications building, Implement Define resources testing automated and and tests using deploying responsibilities Identify Use tools dependencies such the like applications. to Selenium as cover and or integrations PowerShell, White each Identify step database of with TFS the migration other Build Release servers, systems versions Server, Manager process Plan and Go and Build or Server, Go compatibility as Server, much to create to as issues your create possible Automate pipelines your dry test pipelines runs to execution build before the the code/project/solution targeting rollout Identify Define to date security production. the and desired issues, time from based policies desired environment Develop the previous source and a plan compliances repository for experience data that migration with affect Dry-runs (if the needed) applications Have a rollback plan Identify Have When a ready, rollback the user execute plan impact the rollout plan Deploy Automation May-15 GFT Technologies AG

15 Modernization & Technology Innovation Legacy Systems Migration Legacy System Definition Motivation to Migrate Migration Strategy Testing Modernization SDLC/ALM Agile Development Continuous Integration GFT Non-Stop Delivery May-15 GFT Technologies AG

16 Introduction to NSD What is Non-Stop Delivery (NSD)? NSD is the GFT Branding for Continuous Delivery. It s an extension of the Continuous Integration (CI) approach CI includes code compilation, test execution and guarantees integration with existing code NSD covers, in addition to CI, deployment to integration environments, functional and/or stress and/or security test Mature testing methodologies such as BDD help to create tests to validate that the application does "things right" and does "the right thing". Why NSD? Companies are moving to Agile Methodologies to respond to market changes Companies demand proved experience in the SDLC processes and methodologies As High Quality Vendors, we are transforming our internal production processes, and pushing with help of delivery projects to adopt best practices and improve software quality and operational processes.

17 Introduction to NSD NSD Benefits Using mature tools and methodologies in the full SDLC improves Quality of Service (QoS) Automate the well tested SDLC completely increases efficiency and reduces risk and cost Combine Agile Methodologies and reliable SDLC reduces Time To Market When can NSD be applied? NSD is applicable almost to any project, although maximum benefits are obtained following an agile approach, where industrialization of release cycles significantly reduces time and cost

18 NSD Adoption Challenges Adopt new SDLC processes and best practices based on agile methodologies Automate current cumbersome and error prone deployment processes Shorter time to market by deploying and testing new features as they signed off by development team Reduce cost and improve provisioning of deployment and testing infrastructure Benefits Improved quality of deliveries as implementation and functional errors are detected by automated testing processes Increased confidence in deployment process as deployments are done on a daily or even hourly basis Reduced time and cost for testing and deployment infrastructure Implementation Define and combine pipelines for development and infrastructure Automate functional testing using a custom testing framework based on Selenium Include security, performance and stress test Use standard tools for continuous integration and infrastructure as TFS Build and Release Manager, Go Server, CHEF Integrate development and infrastructure teams as one team (DevOps) May-15 GFT Technologies AG

20 Application Lift Out & Migration (2014) Overview By using agile development practices and continuous delivery model, we were able to help one of the world s largest independent alternative asset management firms to lift out and migrate twenty-eight applications from a traditional development environment into a continuous integration framework. As a result, the company had a complete automated build, test and deploy processes for all applications, which significantly improved the maintenance for this application group. The Business Challenge This was a challenging project. From source side, we had legacy code; lots of dependency and integration among the legacy applications; mixed technologies starting with VB6 and Classic ASP, going through COM+, different.net Framework versions (2.0, 3.5, 4.0 and 4.5), ASP.NET, WPF, Web Services, Windows Services, WCF Services, Control-M jobs and SQL Server Brokers. In the target side, we had a robust and complete continuous integrated environment, based on Microsoft TFS + PowerShell + Go Server + DevOps CHEF with Ruby. Migrating from a conventional environment to a continuous delivery model in eight months timeframe considering all technologies involved, was the major challenge faced by the team in this project. Results The team was able to successfully complete the migration process for all applications in the planned timeframe. Changes were made to adapt the code for the new CI environment, all the processes were automated using PowerShell, Go Server and DevOps CHEF. Unit tests and UI automated tests using Selenium and White were implemented to guarantee that all application was working as expected. At the end of the process, we were able to improve the average applications performance in 35%, automation process drastically improved the time for build, deploy and test all 28 applications in less than 8 hours, the level 2 support team originally had 23 dedicated resources, after this project this number was reduced to 8 (-65,21%). For our client, this represented a huge impact in the maintenance costs for this set of applications.

21 Asset Capture System (2014) Overview By using agile development practices and continuous delivery model, we were able to help an asset management global institution, to migrate from a legacy and decentralized asset capture approach into a flexible and scalable system using Microsoft Clout Platform (Azure). As a result, the company had a new client communication workflow, leveraging the client relationship and satisfaction. The Business Challenge This projected started with the integration between the client and GFT technologies teams. We helped the client to understand how the legacy system worked, drawing workflows and functional documentation. Right after this functional phase, we designed and delivered the new system maintaining the User Interface and User Experience, but behind the curtains we had a new implementation using new Technologies and Patterns including the migration and utilization of Microsoft Azure SQL Database. Results This small team was able to successfully complete the delivery using an agile and evolutionary way. With this approach we had a completely testable solution. We are proud that this project had zero maintenance post delivery and are completely sure that this was only possible due to a wide range of Unit and Automation tests used to assure that the new solution was stable May-15 GFT Technologies AG

22 Asset Management legacy goes to the cloud (2014) Overview By using agile development practices and continuous delivery model, we were able to help a big global financial institution, currently offering banking, investment, life insurance and retirement services, to migrate from a legacy and decentralized asset capture approach into a flexible and scalable system. As a result, the company had a complete automated workflow, to capture asset from all important feeders, apply transformations, apply validation and even delivery all data to legacy pieces. The Business Challenge This project started with big challenge: how to create a flexible application to consume different feeders and based on this, apply complex transformations. After all business requirements absorbed, our engineer team had created a simple and robust architecture based on Service Transport Layer with WCF and MEF (Microsoft Managed Extensibility Framework), providing a flexible solution allowing new plugins to be attached without any code changes. Results This small team was able to successfully complete the delivery using an agile and evolutionary way. This approach was improved every delivery then anticipating solution of any kind of unexpected situation. Unit Tests were our foundation and auditor during each task done. This application became a generic tool for any customer who needed work with asset feeders subscribing May-15 GFT Technologies AG

23 Modernization & Technology Innovation GFT Brazil Carlos Mattos Senior Architect Av. Sao Francisco, , Sorocaba, SP T F [email protected]