© 2010 Standard Insurance Company
Cloud-Based CRM with On-Premises Integration
At a Diversified Financial Services Company
Iver Band
The Open Group Conference, Philadelphia, Pennsylvania
July 16, 2013
© 2010 Standard Insurance Company
• Financial services company
• Founded in 1906
• Our purpose:
We help people achieve financial
well-being and peace of mind.
• Expertise:
• Group Life & Disability Insurance
• Individual Disability Insurance
• Retirement Plans
• Individual Annuities
• Commercial Mortgages
• Investment advice
• Headquarters in Portland, Oregon
• 3,100 Employees
2
The Standard
July 19, 2013
© 2010 Standard Insurance Company
• Enterprise Architect based in Portland, Oregon• Infrastructure, application and
business architecture
• Architecture methods and
governance
• Previously at HP• Security and infrastructure
architecture
• Security research
• IT and R&D management
• Middleware product
development
• Mainframe systems
programming
• Before that• Mainframe and midrange
application development
Speaker Profile: Iver Band
3 July 19, 2013
• Vice Chair, Open Group
ArchiMate Forum• TOGAF 9 Certified
• ArchiMate 2 Certified
– Co-developer of exams
• White paper lead author and
contributor
• CISSP, CIP
© 2010 Standard Insurance Company
• Corporate Enterprise Architecture
• Motivations: Why Cloud-Based CRM?
• Selection and Implementation Approach
• Integration Patterns
• Data Dissemination Diagram
• Strategic Technical Architecture
• Lessons Learned
Agenda
4 July 19, 2013
© 2010 Standard Insurance Company5
Areas of Focus for this
Presentation
© 2010 Standard Insurance Company
Motivations: Business Drivers
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Motivations: Business Assessments
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Motivations: IT Goals
and Requirements
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Selection and Implementation: Overall
Approach
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Strategic Technical Architecture
Deliverables from Foundational Work
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CRM Implementation Phase I
Deliverables
© 2010 Standard Insurance Company
CRM Implementation Phase II
Deliverables
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Motivations: Selection
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Motivations: Technical Architecture
Principles
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TOGAF Data Dissemination Diagram
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Integration Patterns Using a Cloud Adapter
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Strategic Technical Architecture
17 July 19, 2013
© 2010 Standard Insurance Company
• Cloud vendors and implementation partners are familiar with
cloud services, but internal expertise and leadership is
necessary for successful integration and adoption.
• Governance, organization design, and collaboration are
critical.
• Clear technical standards are important, especially when
implementation partners interact with both IT and its business
partners.
• Following best practices pays off with
• Enhanced collaboration among all stakeholders
• Greater agility in responding to business needs
• Faster time-to-benefit
Lessons Learned
18 July 19, 2013
© 2010 Standard Insurance Company
• The Standard• www.standard.com
• Enterprise Integration Patterns• http://www.eaipatterns.com/
• TOGAF 9.1
• http://pubs.opengroup.org/architecture/togaf9-doc/arch/
• ArchiMate 2.0• http://theopengroup.org/archimate/downloads.htm
• Enterprise Architecture as Strategy• http://www.architectureasstrategy.com/book/eas/about.htm
• Related Presentations:
• http://slideshare.net/iverband
• Contact: • [email protected]
References
19 July 19, 2013
© 2010 Standard Insurance Company
