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This presentation focuses on Infusion's strategic approach to organizational transformation in partnership with MongoDB. When our first customer asked us for our experience with MongoDB two years ago, we responded accidentally something along the lines of "We've heard great things about MangoDB." We knew of the product but our experience was limited. Our story centers around the path forward from there and what we have learned in this journey from experimentation to deployment. We will leverage real customer examples to highlight the journey forward and our methodology.

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Page 1: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 2: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Chris Friel is a Distinguished Engineer and Technology Strategist with Infusion, New York.

Infusion unites insight, creativity, and technology to accelerate and transform business for leading companies around the world.

Kraków! Dubai!

Boston!

Houston! Toronto!Malta!

London! Singapore!

New York!

Wroclaw!

Dallas!

Positive Disruptionin the Enterprise

Page 3: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Infusion unites insight, creativity, and technology to accelerate and transform business for leading companies around the world.

Kraków! Dubai!

Boston!

Houston! Toronto!Malta!

London! Singapore!

New York!

Wroclaw!

Dallas!

Capital Markets

Healthcare & Life

SciencesOil & GasRetail &

Services

Financial Services

Public Sector

Travel & Hospitality

Verticals

Page 4: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 5: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

2 Years Agoexactly

June, 2012

Page 6: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

From: Geoff MacNeil To: Gary Hoberman Subject: Re: Voicemail !Hi Gary, !I was traveling this week. Congrats on the new role and it is also great that you negotiated some time between jobs. Regarding Mango DB/Docs. We have experience and we have a whole lot of our dev’s that play around with all Open Source in their free time. !Let me know what you need. Thanks, Geoff MacNeil !

Gary called? That’s great! He said Mango DB? Is that a thing?

Nope, definitely MongoDB. And a few other parts.

Yeah, that’s a good idea. We can definitely help.

From: Gary Hoberman To: Geoffrey MacNeil !Thanks Geoff. ![…] !Would be a mongodb as data store, an esb/ems to drop data into mongodb and a mobile and web client that looks like a Facebook wall to retrieve data from mongodb. !!From: Geoffrey MacNeil To: Chris Friel !Chris, !Is this feasible? !G !From: Chris Friel To: Geoffrey MacNeil !Yep, that’s very do-able.

Page 7: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 8: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

From: Geoff MacNeil To: Gary Hoberman Subject: Re: Voicemail !Hi Gary, !I was traveling this week. Congrats on the new role and it is also great that you negotiated some time between jobs. Regarding Mango DB/Docs. We have experience and we have a whole lot of our dev’s that play around with all Open Source in their free time. !Let me know what you need. Thanks, Geoff MacNeil !

Gary called? That’s great. He said Mango DB? Is that a thing?

Nope, definitely MongoDB. And a few other parts.

Yeah, that’s a good idea. We can definitely help.

From: Gary Hoberman To: Geoffrey MacNeil !Thanks Geoff. ![…] !Would be a mongodb as data store, an esb/ems to drop data into mongodb and a mobile and web client that looks like a Facebook wall to retrieve data from mongodb. !!From: Geoffrey MacNeil To: Chris Friel !Chris, !Is this feasible? !G !From: Chris Friel To: Geoffrey MacNeil !Yep, that’s very do-able.

Page 9: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

From: Geoff MacNeil To: Gary Hoberman Subject: Re: Voicemail !Hi Gary, !I was traveling this week. Congrats on the new role and it is also great that you negotiated some time between jobs. Regarding Mango DB/Docs. We have experience and we have a whole lot of our dev’s that play around with all Open Source in their free time. !Let me know what you need. Thanks, Geoff MacNeil !

Gary called? That’s great. He said Mango DB? Is that a thing?

Nope, definitely MongoDB. And a few other parts.

Yeah, that’s a good idea. We can definitely help.

From: Gary Hoberman To: Geoffrey MacNeil !Thanks Geoff. ![…] !Would be a mongodb as data store, an esb/ems to drop data into mongodb and a mobile and web client that looks like a Facebook wall to retrieve data from mongodb. !!From: Geoffrey MacNeil To: Chris Friel !Chris, !Is this feasible? !G !From: Chris Friel To: Geoffrey MacNeil !Yep, that’s very do-able.

Page 10: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 11: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 12: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 13: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 14: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 15: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 16: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Have a Vision Inspiring

Purposeful Relevant Relatable Believable Achievable

Make it Beautiful Timely

Referential Lovable Human Colorful

Appropriate

Make it Real Start Plan

Execute Refine

Persevere Celebrate

BUILD LAUNCH OPTIMIZE DISCOVER DEFINE DESIGN

Data drives continuous improvement

Page 17: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Have a Vision Inspiring

Purposeful Relevant

Relatable Believable

Achievable !

Stories “Space Race”

“Atikus Insurance” !!!

BUILD LAUNCH OPTIMIZE

IMPLEMENT

DISCOVER DEFINE DESIGN

ENVISION

Page 18: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Archite

ctural

Design

Sessi

on

PLAN Bri

ef (Pr

oblem

State

ment)

Intern

al Pro

ject K

ick-of

f

Client

Kick-o

ff

Stake

holde

r Inter

views

Revie

w all e

xistin

g eva

l con

tent

Summary

of

Findin

gs &

BRD

Third

-party

Resea

rch

Custom

er Se

gmen

tation

DISCOVER

Tech

nical

Requ

iremen

ts

Perso

nas

Custom

er Sc

enari

os

Define

func

tiona

l exp

erien

ce an

d busi

ness

proce

sses

Creativ

e Brie

f

Pare

down p

rofile

need

s

DEFIN

E

Page 19: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Overview Elevator Pitch

Assignment Overview

Success Criteria

Business Context & Deadlines

Approach Single Idea Consumer Insight Tone & Voice Feature

Expectations

Operational Partners Marketing Assets Brand Guidelines

The Brief !!

Page 20: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 21: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 22: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

John F. Kennedy, Rice University, 1962

We choose to go to the moon in this decade and do the other things, not because they are easy, but

because they are hard, because that goal will serve to organize and measure the best of our energies

and skills…

"We choose to go to the moon.” !!

Have a Vision Inspiring Purposeful Relevant Relatable Believable Achievabl

e

Page 23: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 24: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Limited access to capital perpetuates the cycle of poverty

And there are currently no viable or sustainable means to disrupt the system.

Have a Vision Inspiring Purposeful Relevant Relatable Believable Achievabl

e

Page 25: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Archite

ctural

Design

Sessi

on

PLAN Bri

ef (Pr

oblem

State

ment)

Intern

al Pro

ject K

ick-of

f

Client

Kick-o

ff

Stake

holde

r Inter

views

Revie

w all e

xistin

g eva

l con

tent

Summary

of

Findin

gs &

BRD

Third

-party

Resea

rch

Custom

er Se

gmen

tation

DISCOVER

Tech

nical

Requ

iremen

ts

Perso

nas

Custom

er Sc

enari

os

Define

func

tiona

l exp

erien

ce an

d busi

ness

proce

sses

Creativ

e Brie

f

Pare

down p

rofile

need

s

DEFIN

E

Page 26: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Overview Elevator Pitch

Assignment Overview

Success Criteria

Business Context & Deadlines

Approach Single Idea Consumer Insight Tone & Voice Feature

Expectations

Operational Partners Marketing Assets Brand Guidelines

The Brief !!

Page 27: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Have a Vision Inspiring

Purposeful Relevant

Relatable Believable

Achievable !

Stories “Space Race”

“Atikus Insurance” !!!

BUILD LAUNCH OPTIMIZE

IMPLEMENT

DISCOVER DEFINE DESIGN

ENVISION

Page 28: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Make it Beautiful Timely

Referential Lovable Human Colorful

Appropriate !

Stories “Parasols” “Nucleus”

!!

BUILD LAUNCH OPTIMIZE

IMPLEMENT

DISCOVER DEFINE DESIGN

ENVISION

Page 29: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Visua

l Desi

gn Ite

ration

s

Visua

l Con

cepts

Styleg

uide

Ideati

on

Site M

ap (IA

)

Wire

frames

Tech

Feas

ibility

Protot

ype &

Wire

frame U

pdate

IDEAS

FUNCTIO

NAL TRACK

AESTHETIC

TRACK

Build

Estim

ation

Plann

ing

Func

tiona

l Flow

s

Page 30: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Reid Gower Feynman Series

Page 31: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 32: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Benedetta Cappa Post Office, Palermo, Sicily

Page 33: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Nucleus Unveil Silicon Valley, HBO

Page 34: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 35: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 36: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 37: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

La Roche Posay“Parasols”

Make it Beautiful Timely Referential Lovable Human Colorful Appropriate

Page 38: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Visua

l Desi

gn Ite

ration

s

Visua

l Con

cepts

Styleg

uide

Ideati

on

Site M

ap (IA

)

Wire

frames

Tech

Feas

ibility

Protot

ype &

Wire

frame U

pdate

IDEAS

FUNCTIO

NAL TRACK

AESTHETIC

TRACK

Build

Estim

ation

Plann

ing

Func

tiona

l Flow

s

Page 39: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 40: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 41: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 42: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 43: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 44: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 45: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 46: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 47: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 48: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 49: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 50: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Famous Investment Bank“Nucleus”

Make it Beautiful Timely Referential Lovable Human Colorful Appropriate

Page 51: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Make it Beautiful Timely

Referential Lovable Human Colorful

Appropriate !

Stories “Parasols” “Nucleus”

!!

BUILD LAUNCH OPTIMIZE

IMPLEMENT

DISCOVER DEFINE DESIGN

ENVISION

Page 52: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Make it Real Start Plan

Execute Refine

Persevere Celebrate

!Stories

“Wall”

BUILD LAUNCH OPTIMIZE

IMPLEMENT

DISCOVER DEFINE DESIGN

ENVISION

Data drives continuous improvement

Page 53: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Ford Quadricycle Henry Ford & his Wife

Page 54: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Tesla Model S Tesla Motors

Page 55: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Dragon Version 2 SpaceX

Page 56: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

MetLife“Wall”

Make it Real Start Plan Execute Refine Persevere Celebrate

Page 57: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Accepta

nce T

esting

Conten

t Pop

ulatio

n

Tech

nical

Proof

of Con

cept

Supp

ort Pl

an

Know

ledge

Tran

sfer

Usabil

ity Te

sting

Plann

ing &

Estim

ation

Imple

mentat

ion

Integ

ration

Code R

eleas

e

Tech

nical

Testin

g

User Te

sting P

lan

Produ

ction

Asse

ts

Design

Polish

Transi

tions

and A

nimati

on

Expe

rienc

e QA

Front-

End C

ode Sty

le-guid

e BUILD

FRONT-E

ND TRACK

ENGINEERIN

G TRACK

Conten

t strat

egy r

efine

ment

Delive

ry Asse

ssmen

t

Post-l

aunc

h Rev

iew

End U

ser Te

sting

Succe

ss Metr

ics D

iscuss

ion

Click-P

ath /

Analyt

ics Re

portin

g

Expe

rienc

e Fee

dbac

k Rev

iew

Backl

og Pr

ioritiz

ation

LAUNCH

OPTIM

IZE

Page 58: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 59: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

DAY 1

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DAY 1

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DAY 2

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DAY 34

Page 66: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

ontology aggregationparty matching

virtual storage access method

copybook parsingmiddle outoutside in

indexingsharding

searchdata masteringinfrastructuresystem access

Page 67: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

DAY 62

Page 68: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

internet explorer 8

windows xp

java eeinversion of controlaspect oriented programmingcollection designrealtime vs batchcachingmonitoringtranslationssystem dependenciesweb services

webkit browsers

Page 69: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

DAY 90

Katrin (Project Manager, Wall)

Steve (Matt’s Teammate)

Page 70: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

DAY 1 DAY 90

Page 71: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 72: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

- Information Week, May 2013

Looking beyond MetLife and even the insurance industry, the wall may well

be a prototype for the next generation of customer 360 applications.

1,200global

employees using system

80systems

aggregated

3months to

build

Page 73: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 74: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 75: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 76: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients
Page 77: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

Have a Vision Inspiring

Purposeful Relevant Relatable Believable Achievable

Make it Beautiful Timely

Referential Lovable Human Colorful

Appropriate

Make it Real Plan Start

Execute Refine

Persevere Celebrate

BUILD LAUNCH OPTIMIZE DISCOVER DEFINE DESIGN

Data drives continuous improvement

Page 78: Positive Disruption in the Enterprise: How Infusion Approaches New Technology Adoption with their Clients

#HaveAVision#DisruptEnterprise

@InfusionTweets

#MakeItBeautiful#MakeItReal

Chris Friel [email protected]