Best Practices and Lessons Learned in Ellie Mae s IT Architecture and Infrastructure Transformation

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1 Best Practices and Lessons Learned in Ellie Mae s IT Architecture and Infrastructure Transformation Dave Robbins Sr. Vice President, CIO Ellie Mae, Inc. November 2012

2 Agenda About Ellie Mae Current environment > Business challenges > IT challenges > Market changes Leveraging SaaS > Common barriers > Expected value Ellie Mae s investments for SaaS > Building and operating a scalable, secure platform > How Ellie Mae fast-tracked its infrastructure program and what it allows them to do today Q & A

3 About Ellie Mae Approximately one-third of the total U.S. residential mortgage applications are initiated over Ellie Mae solutions. Ellie Mae Network Services help support over 70,000 professionals to conduct electronic transactions with lenders, settlement service providers and other services credit, income verification, title, appraisals, etc. Leading provider of end-to-end automated solutions for the mortgage industry Services span loan origination, customer relationship management, business management and more

4 Ellie Mae Automates and Integrates the Mortgage Process Visibility Efficiency Other Investors Borrowers Credit Report Seamless connectivity of internal operations Mega Lender Investors Freddie Mac Fannie Mae Product & Pricing Ellie Mae Software Solutions AU Flood Report Other Service Providers Seamless connectivity to 1,000 s of service providers and investors Shipping & Delivery Control Fraud Detection Comprehensive End-to-end solution that automates mortgage origination from point-of-sale through investor delivery

5 Ellie Mae Is Achieving Record Growth in a Down Market National Mortgage Volume $1.6T $2.0T $1.6T $1.3T $1.2T $1.5T $100 $90 $80 $70 $60 $55.5 $99.5 $50 $40 $30 $33.6 $37.7 $43.2 $44.5 $20 $10 (millions) H E Total Revenue Guidance Issued 10/31/12

6 CURRENT ENVIRONMENT What businesses are facing IT challenges Legacy IT portfolio constraints Technology shifts and opportunities

7 Businesses are Stressed by Ongoing Market Conditions Business > Global and national economy remains uncertain > Pressure to reduce costs and increase productivity > New business models faster cycle time, more competition Information Technology > IT to business alignment lacking > Financial agility fixed costs in the wrong places > Service agility perceived as low value and high cost IT can be the single gating factor in a business ability to be competitive.

8 IT Portfolio Constraints in the Best-staffed Shops Technology backlog > Multiple generations of hardware > Manual provisioning and deployment > Unpredictable scalability > Legacy applications > Customized package apps (ERP) > Custom designs and integrations People > Skills, currency > Focus core/context focus > Ability to document and support Process > Automation > Predictability and scale > Consistent service delivery

9 Market Technology Shifts and Opportunities Shifting to pay as you go, no perpetually SAP, Oracle, Adobe, others finding it difficult to shift from legacy revenue models to usage/success based models Microsoft is struggling may not need a computer or Windows to interface to applications and in mobile; Windows is almost non-existent Mobile apps, BYOD changing access everywhere/device agnostic Consumer centric movement in the enterprise the middle of the organization is driving change based on what they do outside of work Service consumption via the cloud is fast, reliable

10 LEVERAGING SAAS What is Software as a Service (SaaS)? Expected value Challenges and barriers

11 Software as a Service (SaaS) Packaged Application An application that I buy off the shelf and run myself Hosted Packaged An application that I buy off the shelf and then run at a hoster Software as a Service A hosted application that I buy from a vendor Self Hosted Home Built An application that I develop and run myself Hosted Home Built An application that I develop myself, but run at a hoster Cloud Platform An application that I develop myself, but run in the cloud High Low Control Economy of Scale Low High Copyright 2006 Avanade. All rights reserved.

12 SaaS Expectations Each organization needs to identify their goals and expected outcomes Better IT-to-business alignment Stability or predictability Cost efficiency / OpEx optimization CapEx reductions Leverage of best platform Redistribution of investment to core or innovation

13 Barriers Are Everywhere Real and Perceived If I do that, what will I do? Vendors won t support that configuration Security data can t leave our walls We ve never done this before It will take 3 to 4 years Large, legacy investments to consider Organizational change management Dealing with the human side of change is not easy. As Nobel Laureate Murray Gell-Mann once said, Think how hard physics would be if particles could think. (1) (1) McKinsey The Inconvenient Truth About Change Management

14 OUR APPROACH Our own SaaS consumption Ellie Mae s investment in SaaS Our new SaaS environment

15 Optimizing Our Own Business With SaaS Back office systems / ERP and CRM > SFDC CRM > RemedyForce > Zuora (order to cash, rev-rec) > WorkDay > ADP payroll Collaboration Office 365 > Exchange > SharePoint > Lync (soon to unify voice) > Look at TEM to optimize and scale We are using SaaS to address our needs as we invest in platforms to address yours

16 Ellie Mae Investing in Our SaaS Platform Refresh of infrastructure Tools and automation > Data centers > Service catalog, policies > Networks (WAN) > Infra deployment > Compute > Alerting, correlation, security > LAN Process > Storage > NoC 24x7 (1/2013) > Backup and recovery Investment approaching $7m in 2012

17 Ellie Mae New Technology Architecture FlexPod VMware vsphere and vcenter Cisco UCS and UCS Manager Cisco Nexus Family switches: Cisco Nexus 1000V NetApp FAS 10 GE Pre-validated Cisco Validated Design (CVD) leveraging best of breed Flexibility and scalability Increased resource effectiveness Centralized management Multitenant certified Comprehensive collaborative support (VMware, Cisco, NetApp)

18 Centralized Management and Orchestration VMware vcenter NetApp Storage Plug-ins Cisco UCS Manager VMware vcenter Automated workflows Scalable, extensible platform Cisco UCS Platform Embedded unified management Cloupia Catalogue of standard configurations Automation/provisioning Policy, resource reporting Zenoss Monitoring and reporting Single Payne of glass Splunk Log aggregation and correlation NetApp OnCommand Insight, forecasting Bullies and victims

19 Investment Outcomes Ellie Mae SaaS platforms scalable, predictable > Three new data centers one IaaS based (capacity and capital) > Load tested generic edge of performance + application scale > 60k+ seats migrated, two systems remain complete by end of year People better trained and focused > Building and developing the best team to support our services > Training process, tools, systems, business > Experience working with certified partners as a team Process and automation > Service catalog, policy, resource, performance (cloupia) > Full, automated build bare metal thru app configuration > Real-time health and reporting (Zenoss, Splunk) > Backup/recovery/DR consolidation (NetApp) > Insight and forecasting (Insight/Balance) All of this is now in place as we focus our investment to provide the best LOS and related SaaS based services

20 Lessons Learned Internal and Product Create/stand behind a burning platform Get all the executives committed with the right investments Hold people/teams accountable if they are not in let them out/go Identify the team members that are not always in front but are aligned Lead don t accept less Stay committed stop work and sacrifice schedule if required Show that your executives are also committed Guide until ownership is shared, then support

21 THANK YOU! Questions? Ellie Mae, Encompass360 and Ellie Mae Network [and the Ellie Mae logo] are trademarks or registered trademarks of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks of their respective owners. Products, services and programs are subject to change without notice.