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26 de Maio de 2015 São Paulo Modernization & Technology Innovation

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Page 1: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

26 de Maio de 2015

São Paulo

Modernization & Technology Innovation

Page 2: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

1. Introduction & Agenda Marco Santos

2. Legacy Migration Carlos Mattos

3. GFT NSD Ricardo Dorta

4. Success Cases Diego Cardoso

Page 3: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

GFT Group – Multinacional Alemã com 25+ Anos de Mercado

26-May-15 GFT Technologies AG3

� Mission: To be the Global technology partner for future digital needs of our clients� Revenues: + 400 Milion USD in 2014� Specialization: in Banks, Insurance, Cards, Capital Markets, and High Frequency Service Companies� Capability: Global Delivery Model integrating +4.000 Employees� E2E Offering: Consulting, Project Development, IT Services and Innovation

Germany

Spain

Switzerland

France

Italy

UK

Poland

USA

Canada

Brazil

Costa Rica

40 Locations in 11 Countries

Strong international presence

GFT Brazil

� +400 Professionals � Team with strong local and

international experience� English Fluency� Strong orientation for Innovation and

Operational Excellence� 2 DCs in Alphaville and Sorocaba

Largest Startup and Innovation Platform from Europe

Identifies promising startups around the world and links them with established companies.

Open source of innovation

Page 4: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

Áreas de Atuação de Negócio

4 26-May-15 GFT Technologies AG

Retail and Corporate

Bank

Capital Market

Cards and Payments

Insurance

• Life Insurance

• Property and Causality Insurance

• Retirement & Pension Funds

• Reinsurance

• Healthy Insurance

• Retail Banks

• Landing Companies

• Mortgage Institutions

• Investment Banks

• Wealth Management

• Equities Funds

• Stock Exchanges

• Brokers in general

• Clearing Entities

• Issuer Companies

• Acquiring Companies

• Flag / Brand Companies

• Mobile Payments

• Voucher Companies

• Corporate Banks

Financial Information

• Credit Bureau

• Rating & Scoring Agencies

• Financial Information Agencies

• High Frequency FI

Page 5: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

GFT Brazil at a Glance - Organization and Working Model

26-May-15 GFT Technologies AG5

Onsite Clients &GFT Delivery Center

In Alphaville

GFT Global Delivery Centerin Sorocaba

Management, Control and Continuous Improvement

Consulting Development Operation

End-to-End Offer

� 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

Page 6: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

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

Microsoft e GFT Technologies

Oferta Integrada, Modelo de Trabalho e Diferenciais

Page 7: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

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

A informação certa,

no tempo certo,

no formato certo,

no detalhamento certo,

no lugar certo.Entrega

Flowprinciple

Tactprinciple

Pullprinciple

Zero defectprinciple

“Just-in-time ”

Realization of a continuous flow through the connecting and rearranging of the processes

Stabilizing improvements and guaranteeing high quality process standards

The client process only request he part or service that he needs at the moment

Establishing a rhythm through the leveling of the workload

Page 8: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

1. Introduction & Agenda Marco Santos

2. Legacy Migration Carlos Mattos

3. GFT NSD Ricardo Dorta

4. Success Cases Diego Cardoso

Page 9: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

Legacy Systems Migration

� Legacy System Definition

� Motivation to Migrate

� Generic Migration Process

� GFT Migration Strategy

Modernization & Technology Innovation

26-May-15 GFT Technologies AG9

Modernization

� SDLC/ALM

� Agile Development

� Continuous Integration

� GFT Non-Stop Delivery

Page 10: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

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.

Legacy System Definition

26-May-15 GFT Technologies AG10

Page 11: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

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.

Motivation to Migrate Legacy

26-May-15 GFT Technologies AG11

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Phase 1: Justification

Phase 2: Legacy System Understanding

Phase 3: Target Platform Development

Phase 4: Testing

Phase 5: Migration

Generic Migration Process

26-May-15 GFT Technologies AG12

Justification

Understanding

Target Platform

Testing

Migration

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GFT Legacy Migration Strategy

26-May-15 GFT Technologies AG13

Impact Analysis

Data Strategy

Build Automation

Deploy Automation

Test Automation

Dry Runs

Rollout Plan

Impact Analysis

• Identify the systems or applications to migrate

• Identify dependencies and integrations with other systems

• Identify security issues, policies and compliances that affect the applications

• Identify the user impact

Data Strategy

• Identify data types manipulated by the applications

• Identify database servers, versions and compatibility issues

• Develop a plan for data migration (if needed)

• Have a rollback plan

Build Automation

• Plan the automation for build process

• Use tools such as PowerShell, TFS Build Server, Go Server, to create your pipelines to build the code/project/solution from desired source repository

• Have a rollback plan

Deploy Automation

• Plan the automation for deployment process

• Use tools such as PowerShell, TFS Release Manager or Go Server, to create your pipelines targeting the desired environment

• Have a rollback plan

Test Automation

• Build detailed test plans

• Implement automated tests using tools like Selenium or White

• Automate test execution

Dry Runs

• Dry Run is a test process that simulates all steps for building, testing and deploying the applications.

• Plan and Build as much as possible dry runs before the rollout to production.

Rollout Plan

• Build a detailed rollout plan

• Define resources and responsibilities to cover each step of the migration process

• Define date and time based on the previous experience with Dry-runs

• When ready, execute the rollout plan

Page 14: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

1. Introduction & Agenda Marco Santos

2. Legacy Migration Carlos Mattos

3. GFT NSD Ricardo Dorta

4. Success Cases Diego Cardoso

Page 15: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

Legacy Systems Migration

� Legacy System Definition

� Motivation to Migrate

� Migration Strategy

� Testing

Modernization & Technology Innovation

26-May-15 GFT Technologies AG15

Modernization

� SDLC/ALM

� Agile Development

� Continuous Integration

� GFT Non-Stop Delivery

Page 16: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

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.

Page 17: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

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

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NSD Adoption

26-May-15 GFT Technologies AG18

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

Implementation

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

Define and combine pipelines for development and infrastructureAutomate functional testing using a custom testing framework based on SeleniumInclude security, performance and stress testUse standard tools for continuous integration and infrastructure as TFS Build and Release Manager, Go Server, CHEFIntegrate development and infrastructure teams as one team (DevOps)

Page 19: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

1. Introduction & Agenda Marco Santos

2. Legacy Migration Carlos Mattos

3. GFT NSD Ricardo Dorta

4. Success Cases Diego Cardoso

Page 20: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

OverviewBy 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 ChallengeThis 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.

ResultsThe 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.

Application Lift Out & Migration (2014)

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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.

Asset Capture System (2014)

26-May-15 GFT Technologies AG21

Page 22: GFT Modernization Innovation · Agile Development Continuous Integration GFT Non-Stop Delivery. Based on the free on-line dictionary of computing, Legacy System is a ... Mature testing

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.

Asset Management legacy goes to the cloud (2014)

26-May-15 GFT Technologies AG22

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GFT BrazilCarlos MattosSenior Architect

Av. Sao Francisco, 9818095-450, Sorocaba, SPT +55 3332-9722 F +55 3332-9700 [email protected]

Modernization & Technology Innovation