Tuesday, March 10, 2015

Cybersecurity Standards: The Open Group Explores Security and Safer Supply Chains

Transcript of a live panel discussion at last month's The Open Group San Diego 2015.

Welcome to a special BriefingsDirect presentation and panel discussion from The Open Group San Diego 2015, which ran Feb. 2 through Feb. 5. Download a copy of the transcript. This follows an earlier discussion from the event on synergies among major Enterprise Architecture frameworks with The Open Group.

The latest discussion, examining the both need and outlook for Cybersecurity standards among supply chains, is moderated by Dave Lounsbury, Chief Technology Officer, The Open Group; with guests Mary Ann Davidson, Chief Security Officer, Oracle; Dr. Ron Ross, Fellow of the National Institute of Standards and Technology (NIST), and Jim Hietala, Vice President of Security for The Open Group. [Disclosure: The Open Group is a sponsor of BriefingsDirect podcasts.]

Here are some excerpts:

Dave Lounsbury: Mary Ann Davidson is responsible for Oracle Software Security Assurance and represents Oracle on the Board of Directors for the Information Technology Information Sharing and Analysis Center, and on the international Board of the ISSA.

Lounsbury
Dr. Ron Ross leads the Federal Information Security Management Act Implementation Project. It sounds like a big job to fulfill, developing the security standards and guidelines for the federal government.

This session is going to look at the cybersecurity and supply chain landscape from a standards perspective. So Ron and Mary Ann, thank you very much.

Ron Ross: All of us are part of the technology explosion and revolution that we have been experiencing for the last couple of decades.

I would like to have you leave today with a couple of major points, at least from my presentation, things that we have observed in cybersecurity for the last 25 years: where we are today and where I think we might need to go in the future. There is no right or wrong answer to this problem of cybersecurity. It’s probably one of the most difficult and challenging sets of problems we could ever experience.

Ross
In our great country, we work on what I call the essential partnership. It's a combination of government, industry, and academia all working together. We have the greatest technology producers, not just in this country, but around the world, who are producing some fantastic things to which we are all "addicted." I think we have an addiction to the technology.

Some of the problems we're going to experience going forward in cybersecurity aren't just going to be technology problems. They're going to be cultural problems and organizational problems. The key issue is how we organize ourselves, what our risk tolerance is, how we are going to be able to accomplish all of our critical missions and business operations that Dawn talked about this morning, and do so in a world that's fairly dangerous. We have to protect ourselves.

Movie app

I think I can sum it up. I was at a movie. I don’t go to movies very often anymore, but about a month ago, I went to a movie. I was sitting there waiting for the main movie to start, and they were going through all the coming attractions. Then they came on the PA and they said that there is an app you can download. I'm not sure you have ever seen this before, but it tells you for that particular movie when is the optimal time to go to the restroom during the movie.

I bring this up because that's a metaphor for where we are today. We are consumed. There are great companies out there, producing great technologies. We're buying it up faster than you can shake a stick at it, and we are developing the most complicated IT infrastructure ever.

So when I look at this problem, I look at this from a scientist’s point of view, an engineering point of view. I'm saying to myself, knowing what I know about what it takes  to -- I don't even use the word "secure" anymore, because I don’t think we can ever get there with the current complexity -- build the most secure systems we can and be able to manage risk in the world that we live in.

In the army, we used to have a saying. You go to war with the army that you have, not the army that you want. We’ve heard about all the technology advances, and we're going to be buying stuff, commercial stuff, and we're going to have to put it together into systems. Whether it’s the Internet of Things (IoT) or cyber-physical convergence, it all goes back to some fairly simple things.

http://www.oracle.com/us/corporate/press/executives/016331.htm
Davidson
The IoT and all this stuff that we're talking about today really gets back to computers. That’s the common denominator. They're everywhere. This morning, we talked about your automobile having more compute power than Apollo 11. In your toaster, your refrigerator, your building, the control of the temperature, industrial control systems in power plants, manufacturing plants, financial institutions, the common denominator is the computer, driven by firmware and software.

When you look at the complexity of the things that we're building today, we've gone past the time when we can actually understand what we have and how to secure it.

That's one of the things that we're going to do at NIST this year and beyond. We've been working in the FISMA world forever it seems, and we have a whole set of standards, and that's the theme of today: how can standards help you build a more secure enterprise?

The answer is that we have tons of standards out there and we have lots of stuff, whether it's on the federal side with 853 or the Risk Management Framework, or all the great things that are going on in the standards world, with The Open Group, or ISO, pick your favorite standard.

Hietala
The real question is how we use those standards effectively to change the current outlook and what we are experiencing today because of this complexity? The adversary has a significant advantage in this world, because of complexity. They really can pick the time, the place, and the type of attack, because the attack surface is so large when you talk about not just the individual products.

We have many great companies just in this country and around the world that are doing a lot to make those products more secure. But then they get into the engineering process and put them together in a system, and that really is an unsolved problem. We call it a Composability Problem. I can have a trusted product here and one here, but what is the combination of those two when you put them together in the systems context? We haven’t solved that problem yet, and it’s getting more complicated everyday.

Continuous monitoring

For the hard problems, we in the federal government do a lot of stuff in continuous monitoring. We're going around counting our boxes and we are patching stuff and we are configuring our components. That's loosely called cyber hygiene. It’s very important to be able to do all that and do it quickly and efficiently to make your systems as secure as they need to be.

But even the security controls in our control catalog, 853, when you get into the technical controls --  I'm talking about access control mechanisms, identification, authentication, encryption, and audit -- those things are buried in the hardware, the software, the firmware, and the applications.

Most of our federal customers can’t even see those. So when I ask them if they have all their access controls in place, they can nod their head yes, but they can’t really prove that in a meaningful way.

So we have to rely on industry to make sure those mechanisms, those functions, are employed within the component products that we then will put together using some engineering process.
So we have to rely on industry to make sure those mechanisms, those functions, are employed within the component products that we then will put together using some engineering process.

This is the below-the-waterline problem I talk about. We're in some kind of digital denial today, because below the water line, most consumers are looking at their smartphones, their tablets, and all their apps -- that’s why I used that movie example -- and they're not really thinking about those vulnerabilities, because they can't see them, until it affects them personally.

I had to get three new credit cards last year. I shop at Home Depot and Target, and JPMorgan Chase is our federal credit card. That’s not a pain point for me because I'm indemnified. Even if there are fraudulent charges, I don't get hit for those.

If your identity is stolen, that’s a personal pain point. We haven't reached that national pain point yet. All of the security stuff that we do we talk about it a lot and we do a lot of it, but if you really want to effect change, you're going to start to hear more at this conference about assurance, trustworthiness, and resiliency. That's the world that we want to build and we are not there today.

That's the essence of where I am hoping we are going to go. It's these three areas: software assurance, systems security engineering, and supply-chain risk management.

My colleague Jon Boyens is here today and he is the author, along with a very talented team of coauthors, of the NIST 800-161 document. That's the supply chain risk document.

It’s going to work hand-in-hand with another publication that we're still working on, the 800-160 document. We are taking an IEEE and an ISO standard, 15288, and we're trying to infuse into that standard. They are coming out with the update of that standard this year. We're trying to infuse security into every step of the lifecycle.

Wrong reasons

The reason why we are not having a lot of success on the cybersecurity front today is because security ends up appearing either too late or by the wrong people for the wrong reasons.

I'll give you one example. In the federal government, we have a huge catalog of security controls, and they are allocated into different baselines: low, moderate, and high. So you will pick a baseline, you will tailor, and you'll come to the system owner or the authorizing official and say, "These are all the controls that NIST says we have to do." Well, the mission business owner was never involved in that discussion.

One of the things we are going to do with the new document is focus on the software and systems engineering process from the start of the stakeholders, all the way through requirements, analysis, definition, design, development, implementation, operation, and sustainment, all the way to disposal. Critical things are going to happen at every one of those places in the lifecycle

The beauty of that process is that you involve the stakeholders early. So when those security controls are actually selected they can be traced back to a specific security requirement, which is part of a larger set of requirements that support that mission or business operation, and now you have the stakeholders involved in the process.

Up to this point in time, security operates in its own vacuum. It’s in the little office down the hall, and we go down there whenever there's a problem. But unless and until security gets integrated and we disappear as being our own discipline, we now are part of the Enterprise Architecture, whether it’s TOGAF® or whatever architecture construct you are following, or the systems engineering process. The system development lifecycle is the third one, and people ask what is acquisition and procurement.
Unless we have our stakeholders at those tables to influence, we are going to continue to deploy systems that are largely indefensible not against all cyber attacks but against the high-end attacks.

Unless we have our stakeholders at those tables to influence, we are going to continue to deploy systems that are largely indefensible not against all cyber attacks but against the high-end attacks.

We have to do a better job getting at the C-Suite and I tried to capture the five essential areas that this discussion has to revolve around. The acronym is TACIT, and it just happens to be a happy coincidence that it fit into an acronym. But it's basically looking at the threat, how you configure your assets, and how you categorize your assets with regard to criticality.

How complex is the system you're building? Are you managing that complexity in trying to reduce it, integrating security across the entire set of business practices within the organization? Then, the last component, which really ties into The Open Group, and the things you're doing here with all the projects that were described in the first session, that is the trustworthiness piece.

Are we building products and systems that are, number one, more penetration resistance to cyber attacks; and number two, since we know we can't stop all attacks, because we can never reduce complexity to where we thought we could two or three decades ago. Are we building the essential resiliency into that system. Even when the adversary comes to the boundary and the malware starts to work, how far does it spread, and what can it do?

That's the key question. You try to limit the time on target for the advisory, and that can be done very, very easily with good architectural and good engineering solutions. That's my message for 2015 and beyond, at least from a lot of things at NIST. We're going to start focusing on the architecture and the engineering, how to really affect things at the ground level?

Processes are important

Now we always will have the people, the processes, the technologies kind of this whole ecosystem that we have to deal with, and you're going to always have to worry about your sys admins that go bad and dump all the stuff that you don't want dumped on the Internet. But that's part of system process. Processes are very important because they give us structure, discipline, and the ability to communicate with our partners.

I was talking to Rob Martin from Mitre. He's working on a lot of important projects there with the CWEs, CVEs. It gives you the ability to communicate a level of trustworthiness and assurance that other people can have that dialogue, because without that, we're not going to be communicating with each other. We're not going to trust each other, and that's critical, having that common understanding. Frameworks provide that common dialogue of security controls in a common process, how we build things, and what is the level of risk that we are willing to accept in that whole process.

These slides, and they’ll be available, go very briefly into the five areas. Understanding the modern threat today is critical because, even if you don't have access to classified threat data, there's a lot of great data out there with Symantec and Verizon reports, and there's open-source threat information available.

If you haven't had a chance to do that, I know the folks who work on the high assurance stuff in The Open Group RT&ES. look at that stuff a lot, because they're building a capability that is intended to stop some of those types of threats.

The other thing about assets is that we don't do a very good job of criticality analysis. In other words, most of our systems are running, processing, storing, and transmitting data and we’re not segregating the critical data into its own domain where necessary.
Complexity is something that’s going to be very difficult to address because of our penchant for bringing in new technologies.

I know that's hard to do sometimes. People say, “I’ve got to have all this stuff ready to go 24×7,” but when you look at some of the really bad breaches that we have had over the last several years establishing a domain for critical data, where that domain can be less complex, which means you can better defend it, and then you can invest more resources into defending those things that are the most critical.

I used a very simple example of a safe deposit box. I can't get all my stuff into the safe deposit box. So I have to make decisions. I put important papers in there, maybe a coin collection, whatever.  I have locks on my house on the front door, but they're not strong enough to stop some of those bad guys out there. So I make those decisions. I put it in the bank, and it goes in a vault. It’s a pain in the butt to go down there and get the stuff out, but it gives me more assurance, greater trustworthiness. That's an example of the things we have to be able to do.

Complexity is something that’s going to be very difficult to address because of our penchant for bringing in new technologies. Make no mistake about it, these are great technologies. They are compelling. They are making us more efficient. They are allowing us to do things we never imagined, like finding out the optimal time to go to the restroom during a movie, I mean who could have imagined we could do that a decade ago.

But as with every one of our customers out there, the kinds of things we’re talking about flies below their radar. When you download 100 apps on your smartphone, people in general, even the good folks in cybersecurity, have no idea where those apps are coming from, where the pedigree is, have they been tested at all, have they been evaluated, are they running on a trusted operating system?

Ultimately, that's what this business is all about, and that's what 800-161 is all about. It's about a lifecycle of the entire stack from applications, to middleware, to operating systems, to firmware, to integrated circuits, to include the supply chain.

The adversary is all over that stack. They now figure out how to compromise our firmware so we have to come up with firmware integrity controls in our control catalog, and that's the world we live in today.

Managing complexity

I was smiling this morning when I talked about the DNI, the Director of National Intelligence in building their cloud, if that’s going to go to the public cloud or not. I think Dawn is probably right, you probably won’t see that going to the public cloud anytime soon, but cloud computing gives us an opportunity to manage complexity. You can figure out what you want to send to the public cloud.

They do a good job through the FedRAMP program of deploying controls and they’ve got a business model that's important to make sure they protect their customers’ assets. So that's built into their business model and they do a lot of great things out there to try to protect that information.

Then, for whatever stays behind in your enterprise, you can start to employ some of the architectural constructs that you'll see here at this conference, some of the security engineering constructs that we’re going to talk about in 800-160, and you can better defend what stays behind within your organization.

So cloud is a way to reduce that complexity. Enterprise Architecture, TOGAF, all of those architectural things allow you to provide discipline and structure and thinking about what you're building: how to protect it, how much it’s going to cost and is it worth it? That is the essence of good security. It’s not about running around with a barrel full of security controls or ISO 27000 saying, hey, you’ve got to do all this stuff, or this guy is going to fall, those days are over.

Integration we talked about. This is also hard. We are working with stovepipes today. Enterprise Architects typically don't talk to security people. Acquisition folks, in most cases, don't talk to security people.
The message I'm going to send everyday is that we have to be more informed consumers. We have to ask for things that we know we need.

I see it everyday. You see RFPs go out and there is a whole long list of requirements, and then, when it comes to security, they say the system or the product they are buying must be FISMA compliant. They know that’s a law and they know they have to do that, but they really don't give the industry or the potential contractors any specificity as to what they need to do to bring that product or the system to the state where it needs to be.

And so it's all about expectations. I believe our industry, whether it's here or overseas, wherever these great companies operate, the one thing we can be sure of is that they want to please their customers. So maybe what the message I'm going to send everyday is that we have to be more informed consumers. We have to ask for things that we know we need.

It’s like if you go back with the automobile. When I first started driving a long time ago,  40 years ago, cars just had seatbelts. There were no airbags and no steel-reinforced doors. Then, you could actually buy an airbag as an option at some point. When you fast-forward to today, every car has an airbag, seatbelt, steel-reinforced doors. It comes as part of the basic product. We don't have to ask for it, but as consumers we know it's there, and it's important to us.

We have to start to look at the IT business in the same way, just like when we cross a bridge or fly in an airplane. All of you who flew here in airplanes and came across bridges had confidence in those structures. Why? Because they are built with good scientific and engineering practices.

So least functionality, least privilege, those are kind of foundational concepts in our world and cybersecurity. You really can't look at a smartphone or a tablet and talk about least functionality anymore, at least if you are running that movie app, and you want to have all of that capability.

The last point about trustworthiness is that we have four decades of best practices in trusted systems development. It failed 30 years ago because we had the vision back then of trusted operating systems, but the technology and the development far outstripped our ability to actually achieve that.

Increasingly difficult

We talked about a kernel-based operating system having 2,000, 3,000, 4,000, 5,000 lines of code and being highly trusted. Well, those concepts are still in place. It’s just that now the operating systems are 50 million lines of code, and so it becomes increasingly difficult.

And this is the key thing. As a society, we're going to have to figure out, going forward, with all this great technology, what kind of world do we want to have for ourselves and our grandchildren? Because with all this technology, as good as it is, if we can’t provide a basis of security and privacy that customers can feel comfortable with, then at some point this party is going to stop.

I don't know when that time is going to come, but I call it the national pain point in this digital denial. We will come to that steady state. We just haven't had enough time yet to get to that balance point, but I'm sure we will.

I talked about the essential partnership, but I don't think we can solve any problem without a collaborative approach, and that's why I use the essential partnership: government, industry, and academia.
But the bottom line is that we have to work together, and I believe that we'll do that.

Certainly all of the innovation, or most of the innovation, comes from our great industry. Academia is critical, because the companies like Oracle or Microsoft want to hire students who have been educated in what I call the STEM disciplines: Science, Technology, Engineering -- whether it's "double e" or computer science -- and Mathematics. They need those folks to be able to build the kind of products that have the capabilities, function-wise, and also are trusted.

And government plays some role -- maybe some leadership, maybe a bully pulpit, cheerleading where we can -- bringing things together. But the bottom line is that we have to work together, and I believe that we'll do that. And when that happens I think all of us will be able to sit in that movie and fire up that app about the restroom and feel good that it's secure.

Mary Ann Davidson: I guess I'm preaching to the converted, if I can use a religious example without offending somebody. One of the questions you asked is, why do we even have standards in this area? And of course some of them are for technical reasons. Crypto it turns out is easy for even very smart people to get wrong. Unfortunately, we have reason to find out.

So there is technical correctness. Another reason would be interoperability to get things to work better in a more secure manner. I've worked in this industry long enough to remember the first SSL implementation, woo-hoo, and then it turns out 40 bits wasn't really 40, bits because it wasn’t random enough, shall we say.

Trustworthiness. ISO has a standard -- The Common Criteria. It’s an ISO standard. We talk about what does it mean to have secure software, what type of threats does it address, how do you prove that it does what you say you do? There are standards for that, which helps. It helps everybody. It certainly helps buyers understand a little bit more about what they're getting.

No best practices

And last, but not least, and the reason it’s in quotes, “best practices,” is because there actually are no best practices. Why do I say that -- and I am seeing furrowed brows back there? First of all, lawyers don't like them in contracts, because then if you are not doing the exact thing, you get sued.

There are good practices and there are worst practices. There typically isn't one thing that everyone can do exactly the same way that's going to be the best practice. So that's why that’s in quotation marks.

Generally speaking, I do think standards, particularly in general, can be a force for good in the universe, particularly in cybersecurity, but they are not always a force for good, depending on other factors.

And what is the ecosystem? Well, we have a lot of people. We have standards makers, people who work on them. Some of them are people who review things. Like when NIST is very good, which I appreciate, about putting drafts out and taking comments, as opposed to saying, "Here it is, take it or leave it." That’s actually a very constructive dialogue, which I believe a lot of people appreciate. I know that I do.

Sometimes there are mandators. You'll get an RFP that says, "Verily, thou shall comply with this, less thee be an infidel in the security realm." And that can be positive. It can  be a leading edge of getting people to do something good that, in many cases, they should do anyway.
You get better products in something that is not a monopoly market. Competition is good.

Implementers, who have to take this and decipher and figure out why they are doing it. People who make sure that you actually did what you said you were going to do.

And last, but not least, there are weaponizers. What do I mean by that? We all know who they are. They are people who will try to develop a standard and then get it mandated. Actually, it isn’t a standard. It’s something they came up with, which might be very good, but it’s handing them regulatory capture.

And we need to be aware of those people. I like the Oracle database. I have to say that, right? There are a lot of other good databases out there. If I went in and said, purely objectively speaking, everybody should standardize on the Oracle database, because it’s the most secure. Well, nice work if I can get it.

Is that in everybody else’s interest? Probably not. You get better products in something that is not a monopoly market. Competition is good.

So I have an MBA, or had one in a prior life, and they used to talk in the marketing class about the three Ps of marketing. Don’t know what they are anymore; it's been a while. So I thought I would come up with Four Ps of a Benevolent Standard, which are Problem Statement, Precise Language, Pragmatic Solutions, and Prescriptive Minimization.

Economic analysis

And the reason I say this is one of the kind of discussions I have to have a lot of times, particularly sometimes with people in the government. I'm not saying this in any pejorative way. So please don't take it that way. It's the importance of economic analysis, because nobody can do everything.

So being able to say that I can't boil the ocean, because you are going to boil everything else in it, but I can do these things. If I could do these things, it’s very clear what I am trying to do. It’s very clear what the benefit is. We've analyzed it, and it's probably something everybody can do. Then, we can get to better.

Better is better than omnibus. Omnibus is something everybody gets thrown under if you make something too big. Sorry, I had to say that.

So Problem Statement: why is this important? You would think it’s obvious, Mary Ann, except that it isn't, because so often the discussions I have with people, tell me what problem you are worried about? What are you trying to accomplish? If you don't tell me that, then we're going to be all over the map. You say potato and I say "potahto," and the chorus of that song is, "let’s call the whole thing off."
Buying a crappy product is a risk of doing business. It’s not, per se, a supply chain risk.

I use supply chain as an example, because this one is all over the map. Bad quality? Well, buying a crappy product is a risk of doing business. It’s not, per se, a supply chain risk. I'm not saying it’s not important, but it it’s certainly not a cyber-specific supply chain risk.

Bad security: well, that's important, but again, that’s a business risk.

Backdoor bogeyman: this is the popular one. How do I know you didn’t put a backdoor in there? Well, you can't actually, and that’s not a solvable problem.

Assurance, supply chain shutdown: yeah, I would like to know that a critical parts supplier isn’t going to go out of business. So these are all important, but they are all different problems.

So if you don't say what you're worried about, and it can't be all the above. Almost every business has some supplier of some sort, even if it’s just healthcare. If you're not careful how you define this, you will be trying to define a 100 percent of any entity's business operations. And that's not appropriate.

Use cases are really important, because you may have a Problem Statement. I'll give you one, and this is not to ding NIST in any way, shape, or form, but I just read this. It’s the Cryptographic Key Management System draft. The only reason I cite this as an example is that I couldn't actually find a use case in there.

So whatever the merits of that are saying, are you trying to develop a super secret key management system for government, very sensitive cryptographic things you are building from scratch, or you are trying to define a key management system that we have to use for things like TLS or any encryption that any commercial product does, because that's way out of scope?

So without that, what are you worried about? And also what’s going to happen is somebody is going to cite this in an RFP and it’s going to be, are you compliant with bladdy-blah? And you have no idea whether that even should apply.

Problem Statement

So that Problem Statement is really important, because without that, you can't have that dialogue in groups like this. Well, what are we trying to accomplish? What are we worried about? What are the worst problems to solve?

Precise Language is also very important. Why? Because it turns out everybody speaks a slightly different language, even if we all speak some dialect of geek, and that is, for example, a vulnerability.

If you say vulnerability to my vulnerability handling team, they think of that as a security vulnerability that’s caused by a defect in software.

But I've seen it used to include, well, you didn’t configure the product properly. I don’t know what that is, but it’s not a vulnerability, at least not to a vendor. You implemented a policy incorrectly. It might lead to vulnerability, but it isn’t one. So you are seeing where I am going with this. If you don’t have language to find very crisply the same thing, you read something and you go off and do it and you realize you solved the wrong problem.

I am very fortunate. One of my colleagues from Oracle, who works on our hardware, and I also saw a presentation by people in that group at the Cryptographic Conference in November. They talked about how much trouble we got into because if you say, "module" to a hardware person, it’s a very different thing from what it meant to somebody trying to certify it. This is a huge problem because again you say, potato, I say "potahto." It’s not the same thing to everybody. So it needs to be very precisely defined.
Everybody speaks a slightly different language, even if we all speak some dialect of geek, and that is, for example, a vulnerability.

Scope is also important. I don’t know why. I have to say this a lot and it does get kind of tiresome, I am sure to the recipients, COTS isn't GOTS. Commercial software is not government software, and it’s actually globally developed. That’s the only way you get commercial software, the feature rich, reads frequently. We have access to global talent.

It’s not designed for all threat environments. It can certainly be better, and I think most people are moving towards better software, most likely because we're getting beaten up by hackers and then our customers, and it’s good business. But there is no commercial market for high-assurance software or hardware, and that’s really important, because there is only so much that you can do to move the market.

So even a standards developer or big U.S. governments, is an important customer in the market for a lot of people, but they're not big enough to move the marketplace on their own, and so you are limited by the business dynamic.

So that's important, you can get to better. I tell people, "Okay, anybody here have a Volkswagen? Okay, is it an MRAP vehicle? No, it’s not, is it? You bought a Volkswagen and you got a Volkswagen. You can’t take a Volkswagen and drive it around streets and expect it to perform like an MRAP vehicle. Even a system integrator, a good one, cannot sprinkle pixie dust over that Volkswagen and turn it into an MRAP vehicle. Those are very different threat environments.

Why you think commercial software and hardware is different? It’s not different. It’s exactly the same thing. You might have a really good Volkswagen, and it’s great for commuting, but it is never going to perform in an IED environment. It wasn’t designed for that, and there is nothing you can do or make it designed to perform in that environment.

Pragmatism

Pragmatism; I really wish anybody working on any standard would do some economic analysis, because economics rules the world. Even if it’s something really good, a really good idea, time, money, and people, particularly qualified security people, are constrained resourses.

So if you make people do something that looks good on paper, but it’s really time-consuming, it’s an opportunity, the cost is too high. That means what is the value of something you could do with those resources that would either cost less or deliver higher benefit. And if you don’t do that analysis, then you have people say, "Hey, that’s a great idea. Wow, that’s great too. I’d like that." It’s like asking your kid, "Do you want candy. Do want new toys? Do want more footballs?" Instead of saying, "Hey, you have 50 bucks, what you are going to do with it?"

And then there are unintended consequences, because if you make this too complex, you just have fewer suppliers. People will never say, "I'm just not going to bid because it’s impossible." I'm going to give you three examples and again I'm trying to be respectful here. This is not to dis anybody who worked on these. In some cases, these things have been subsequent revisions that have been modified, which I really appreciate. But there are examples of, when you think about it, what were you asking for in the first place.
I really wish anybody working on any standard would do some economic analysis, because economics rules the world.

I think this was an early version of NISTR 7622 and has since been excised. There was a requirement that the purchaser wanted to be notified of personnel changes involving maintenance. Okay, what does that mean?

I know what I think they wanted, which is, if you are outsourcing the human resources for the Defense Department and you move the whole thing to "Hackistan," obviously they would want to be notified. I got that, but that’s not what it said.

So I look at that and say, we have 5,000 products, at least, at Oracle. We have billions and billions of lines of code everyday. Somebody checks out a transaction, getting some code, and they do some work on it and they didn’t write it in the first place.

So am I going to tweet all that to somebody. What’s that going to do for you? Plus you have things like the German Workers Council. We are going to tell the US Government that Jurgen worked on this line of code. Oh no, that’s not going to happen.

So what was it you were worried about, because that is not sustainable, tweeting people 10,000 times a day with code changes is just going to consume a lot of resource.

In another one, had this in an early version of something they were trying to do. They wanted to know, for each phase of development for each project, how many foreigners worked on it? What's a foreigner? Is it a Green Card holder? Is it someone who has a dual passport? What is that going to do for you?

Now again if you had a super custom code for some intelligence, I can understand there might be cases in which that would matter. But general-purpose software is not one of them. As I said, I can give you that information. We're a big company and we’ve got lots of resource. A smaller company probably can’t. Again, what will I do for you, because I am taking resources I could be using on something much more valuable and putting them on something really silly.

Last, but not least, and again, with respect, I think I know why this was in there. It might have been the secure engineering draft standard that you came up with that has many good parts to it.

Root cause analysis

I think vendors will probably understand this pretty quickly. Root Cause Analysis. If you have a vulnerability, one of the first things you should use is Root Cause Analysis. If you're a vendor and you have a CVSS 10 Security vulnerability in a product that’s being exploited, what do you think the first thing you are going to do is?

Get a patch in your customers’ hands or work around? Yeah, probably, that’s probably the number one priority. Also, Root Cause Analysis, particularly for really nasty security bugs, is really important. CVSS 0, who cares? But for 9 or 10, you should be doing that common analysis.

I’ve got a better one. We have a technology we have called Java. Maybe you’ve heard of it. We put a lot of work into fixing Java. One of the things we did is not only Root Cause Analysis, for CVSS 9 and higher. They have to go in front of my boss. Every Java developer had to sit through that briefing. How did this happen?

Last but not least, looking for other similar instances, not just root cause, how did that get in there and how do we avoid it. Where else does this problem exist. I am not saying this to make us look good; I 'm saying for the analytics. What are you really trying to solve here. Root Cause Analysis is important, but it's important in context. If I have to do it for everything, it's probably not the best use of a scarce resource.
If you mandate too much, it will stifle innovation and it won’t work for people.

My last point is to minimize prescriptiveness within limits. For example, probably some people in here don’t know how to bake or maybe you made a pie. There is no one right way to bake a cherry pie. Some people go down to Ralphs and they get a frozen Marie Callendar’s out of the freezer, they stick it in the oven, and they’ve got a pretty good cherry pie.

Some people make everything from scratch. Some people use a prepared pie crust and they do something special with the cherries they picked off their tree, but there is no one way to do that that is going to work for everybody.

Best practice for something. For example, I can say truthfully that a best development practice would not be just start coding, number one; and number two, it compiles without too many errors on the base platform, and ship it. That is not good development practice.

If you mandate too much, it will stifle innovation and it won’t work for people. Plus, as I mentioned, you will have an opportunity cost. If I'm doing something that somebody says I have to do, but there is a more innovative way of doing that.

We don’t have a single development methodology in Oracle, mostly because of acquisitions. We buy a great company, we don't tell them, "You know, that agile thing you are doing, it’s the last year. You have to do waterfall." That’s not going to work very well, but there are good practices even within those different methodologies.

Allowing for different hows is really important. Static analysis is one of them. I think static analysis is kind of industry practice now, and people should be doing it. Third party is really bad. I have been opining about this, this morning.

Third-party analysis

Let just say, I have a large customer, I won't name who used a third-party static analysis service. They broke their license agreement with us. They're getting a lot of it from us. Worse, they give us a report that included vulnerabilities from one of our competitors. I don’t want to know about those, right? I can't fix some. I did tell my competitor, "You should know this report exist, because I'm sure you want to analyze this."

Here's the worst part. How many of those vulnerabilities the third-party found you think had any merit? Run tool is nothing; analyzing results is everything. That customer and the vendor wasted the time of one of our best security leads, trying to make sure there was no there there, and there wasn't.

So again, and last but not least, government can use their purchasing power in lot of very good ways, but realize that regulatory things are probably going to lag actual practice. You could be specifying buggy whip standards and the reality is that nobody uses buggy whips anymore. It's not always about the standard, particularly if you are using resources in a less than optimal way.
This is one of the best forums I have seen, because there are people who have actual subject matter expertise to bring to the table.

One of the things I like about The Open Group is that here we have actual practitioners. This is one of the best forums I have seen, because there are people who have actual subject matter expertise to bring to the table, which is so important in saying what is going to work and can be effective.

The last thing I am going to say is a nice thank you to the people in the Trusted TTPF, because I appreciate the caliber of my colleagues, and also Sally Long. They talk about this type of an effort as herding cats, and at least for me, it's probably like herding a snarly cat. I can be very snarly. I'm sure you can pick up on that.

So I truly appreciate the professionalism and the focus and the targeting. Targeting a good slice of making a supply-chain problem better, not boiling the ocean, but very focused and targeted and with very high-caliber participation. So thank you to my colleagues and particularly thank you to Sally, and that’s it, I will turn it over to others.

Jim Hietala: We do, we have a few questions from the audience. So the first one and both here could feel free to chime in on this. Something you brought up Dr. Ross, building security in looking at software and systems engineering processes. How do you bring industry along in terms of commercial off-the-shelf products and services especially when you look at things like IoT, where we have got IP interfaces grafted on to all sorts of devices?

Ross: As Mary Ann was saying before, the strength of any standard is really its implementability out there. When we talk about, in particular, the engineering standard, the 15288 extension, if we do that correctly every organization out there who's already using -- let's say a security development lifecycle like the 27034, you can pick your favorite standard -- we should be able to reflect those activities in the different lanes of the 15288 processes.

This is a very important point that I got from Mary Ann’s discussion. We have to win the hearts and minds and be able to reflect things in a disciplined and structured process that doesn't take people off their current game. If they're doing good work, we should be able to reflect that good work and say, "I'm doing these activities whether it’s SDL, and this is how it would map to those activities that we are trying to find in the 15288."

And that can apply to the IoT. Again, it goes back to the computer, whether it’s Oracle database or a Microsoft operating system. It’s all about the code and the discipline and structure of building that software and integrating it into a system. This is where we can really bring together industry, academia, and government and actually do something that we all agree on.

Different take

Davidson: I would have a slightly different take on this. I know this is not a voice crying in the wilderness. My concern about the IoT goes back to things I learned in business school in financial market theory, which unfortunately has been borne out in 2008.

There are certain types of risks you can mitigate. If I cross a busy street, I'm worried about getting hit by a car. I can look both ways. I can mitigate that. You can't mitigate systemic risk. It means that you created a fragile system. That is the problem with the IoT, and that is a problem that no jury of engineering will solve.

If it's not a problem, why aren’t we giving nuclear weapons’ IP addresses? Okay, I am not making this up. The Air Force thought about that at one point. You're laughing. Okay, Armageddon, there is an app for that.
I really wish that people could look at this, not just in terms of how many of these devices and what a great opportunity, but what is a systemic risk that we are creating by doing this.

That's the problem. I know this is going to happen anyway. whether or not I approve of it, but I really wish that people could look at this, not just in terms of how many of these devices and what a great opportunity, but what is a systemic risk that we are creating by doing this.

My house is not connected to the Internet directly and I do not want somebody to shut my appliances off or shut down my refrigerator or lock it so that I can’t get into it or use that for launching an attack, those are the discussions we should be having -- at least as much as how we make sure that people designing these things have a clue.

Hietala: The next question is, how do customers and practitioners value the cost of security, and then a kind of related question on what can global companies due to get C-Suite attention and investment on cybersecurity, that whole ROI value discussion?

Davidson: I know they value it because nobody calls me up and says, "I am bored this week. Don’t you have more security patches for me to apply?" That’s actually true. We know what it costs us to produce a lot of these patches, and it’s important for the amount of resources we spend on that I would much rather be putting them on building something new and innovative, where we could charge money for it and provide more value to customers.

So it's cost avoidance, number one; number two more people have an IT backbone. They understand the value of having it be reliable. Probably one of the reasons people are moving to clouds is that it’s hard to maintain all these and hard to find the right people to maintain them. But also I do have more customers asking us now about our security practices, which is be careful what you wish for

I said this 10 years ago. People should be demanding. They know what we're doing and now I am going to spend a lot of time answering RFPs, but that’s good. These people are aware of this. They're running their business on our stuff and they want to know what kind of care we're taking to make sure we're protecting their data and their mission-critical applications as if it were ours.

Difficult question

Ross: The ROI question is very difficult with regard to security. I think this goes back to what I said earlier. The sooner we get security out of its stovepipe and integrated as just part of the best practices that we do everyday, whether it’s in the development work at a company or whether it’s in our enterprises as part of our mainstream organizational management things like the SDLC, or if we are doing any engineering work within the organization, or if we have the Enterprise Architecture group involved. That integration makes security less of  “hey, I am special” and more of just a part of the way we do business.

So customers are looking for reliability and dependability. They rely on this great bed of IT product systems and services and they're not always focused on the security aspects. They just want to make sure it works and that if there is an attack and the malware goes creeping through their system, they can be as protected as they need to be, and sometimes that flies way below their radar.

So it's got to be a systemic process and an organizational transformation. I think we have to go through it, and we are not quite there just yet.
So it's got to be a systemic process and an organizational transformation. I think we have to go through it, and we are not quite there just yet.

Davidson: Yeah, and you really do have to bake it in. I have a team of -- I’ve got three more headcount, hoo-hoo -- 45 people, but we have about 1,600 people in development whose jobs are to be security points of contact and security leads. They're the boots on the ground who implement our program, because I don't want to have an organization that peers over everybody’s shoulder to make sure they are writing good code. It's not cost-effective, not a good way to do it. It's cultural.

One of the ways that you do that is seeding those people in the organization, so they become the boots on the ground and they have authority to do things, because you’re not going to succeed otherwise.

Going back to Java, that was the first discussion I had with one of the executives that this is a cultural thing. Everybody needs to feel that he or she is personally responsible for security, not those 10-20 whatever those people are, whoever the security weenie is. It’s got to be everybody and when you can do that, you really have to see change and how things happen. Everybody is not going to be a security expert, but everybody has some responsibility for security.

This has been a special BriefingsDirect presentation and panel discussion from The Open Group San Diego 2015. Download a copy of the transcript. This follows an earlier discussion from the event on synergies among major Enterprise Architecture frameworks with The Open Group.

Transcript of a live panel discussion at last month's The Open Group San Diego 2015. Copyright The Open Group and Interarbor Solutions, LLC, 2005-2015. All rights reserved.

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Friday, March 06, 2015

Showing Value Early and Often Boosts Software Testing Success at Pomeroy

Transcript of a BriefingsDirect discussion on how a managed service provider uses HP tools to improve software quality and to speed modernization across application testing and development.

Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: HP.

Dana Gardner: Hello, and welcome to the next edition of the HP Discover Podcast Series. I’m Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator for this ongoing sponsored discussion on IT innovation and how it’s making an impact on people’s lives.

Gardner
Once again, we're focusing on how companies are adapting to the new style of IT to improve IT performance and deliver better user experiences, as well as better business results.

This time, we're coming to you from the recent HP Discover 2014 Conference in Las Vegas. We're here to learn from IT and business leaders alike how big data, cloud, and converged infrastructure implementations are supporting their goals.
Seven best practices
for business-ready applications
Our next innovation case study interview explores how Pomeroy, a Global IT managed services provider, improves quality for their applications testing, development and customization. By working with a partner, TurnKey Solutions, Pomeroy improves their overall process for development and thereby achieves far better IT and business outcomes.

In order to learn more about how they're improving app testing proficiency, please welcome Mary Cathell, Quality Assurance Analyst at Pomeroy in Hebron, Kentucky. Welcome, Mary.

Mary Cathell: Hi. Thanks for having me.

Gardner: We're also here with Daniel Gannon, President and CEO at TurnKey Solutions in Denver. Welcome.

Daniel Gannon: Dana, thanks for having me.

Gardner: Tell us about Pomeroy and then how improved development has boosted software benefits internally, as well as for your end-user customers across your managed-service provider (MSP) offerings.

Cathell: We're a premier provider of IT managed services. We do end user, network, data center, and everything in between. We’re hands on all over the place. We have a global footprint. Quality is absolutely imperative. We have big client companies like Nestle, Goodyear, and Bayer. These are companies that have a certain amount of respect in the business world. They depend upon quality in their products, and we need to deliver quality in our products to them.

Gardner: And you're the sole quality assurance analyst. So you have a big job.

Cathell: I do.

Gardner: What did you find when you got there, and what was the steady state before you started to make some improvements?

Making improvements

Cathell: This was November of 2012. They gave me an opportunity to bring something new that they were unfamiliar with and to teach, which I love to do. They purchased Oracle E-Business Suite (EBS), everyone had their own piece of the process from our sales to logistics, and they were all using different applications to do this process.

Cathell
It was a paradigm shift to take one system and bring us together as one company using one product. There was a lot of struggle through that, and they struggled through testing this, because they had no testing background. I was brought in to bring it to steady state.

After we went live, we got to steady state. Now it was like, "Let's not reinvent the wheel. Let's do this right. Let's begin scripting."

Testing is terrible. It's tedious. No one has the time to do it. No one has the patience to do it. So they either don’t do it or they throw buckshot at it. They do ad-hoc testing, or they just let errors come in and out, and they fix them on the back end, which is client facing.

Does Goodyear want to see a real-estate problem on an invoice? No, they don't, and we lose credibility. Goodyear is talking to their clients. They have friends. Their CEO is talking to another company's CEO. Now, you’ve got a word-of-mouth situation off of one mistake. You can't have that.

Gardner: What were some of the hurdles that you needed to overcome to become more automated, to take advantage of technology, to modernize the quality assurance processes? Then, we'll talk about how TurnKey works in that regard. But let's talk about what you had to overcome first?
We can function better now in just our regular business process, not even testing, but what we do for our customer.

Cathell: I had to show the value. Value is everything, because people ask, "Why do we need to do this? This is so much work. What value is that going to bring to me?"

Again, it lets your processes work with the business function as an oiled machine, because you're not separate anymore. You’re not siloed. You need to work together. It's cross-functional. It taught us our data.

Now there's an understanding that this works. We can function better now in just our regular business process, not even testing, but what we do for our customer. That’s value for our internal customers, which ends up being absolute value to our external customers.

Gardner: The solution you went for included HP Quality Center, but you wanted to take that a step further, and that's where TurnKey comes in

Due diligence

Cathell: I talked to several other companies. You need to. You need to do the due diligence. TurnKey did a wonderful thing. They provided something that no one else was doing.

We didn’t have the bandwidth, the talent internally, to script automation. It's very difficult and it's a very long process, but, they have an accelerator that you can just drag and drop from out-of-the-box Oracle and make changes, as you need to, for their customizations and your personalization.
Seven best practices
for business-ready applications
They also had cFactory, so that when your system changes -- and it will, because your business grows, your process changes -- it tells you the differences. You just click on a form, and it brings back what's there, shows you the comparison on what's changed, and asks if you would like to keep those changes. You don’t have to update your entire test case suite. It does it for you. It takes out that tedious mess of trying to keep updated.

Gardner: Daniel, is this what a lot of your clients go through, and what is it that you're bringing to the table in addition to HP Quality Center that gets their attention and makes this more powerful?

Gannon: Yeah, her story resonates. It’s very, very common for people to have those same issues. If you look at the new style of IT, it's really about two things, the two Vs, volume and velocity. You have a lot more data -- big data -- and it comes at you much faster. The whole notion of agility in business is a real driver, and these are the things that HP is addressing.

Gannon
From the perspective of how we deal with test automation, that’s what our products are designed to do. They enable people to do that quickly, easily, and manage it in a way that doesn't require armies of people, a lot of labor, to make that happen.

If you think about a standard environment like Mary’s at Pomeroy, the typical way people would address that is with a lot of people, a lot of hands, and a lot of manual effort. We think that intelligent software can replace that and help you do things more intelligently, much more quickly, and most importantly, at much, much lower cost.

Gardner: Mary, you've been at this for going on a couple of years. When you do intelligent software well, when you pick your partners well, what sort of results do you get? What’s been the change there?

Cathell: There is a paradigm shift, because now, when they, specifically our sales department, see the tool run, they're wowed. They're working with me to champion the tool to other parts of the business. That's ultimately the biggest reward -- to see people get it and then champion it.

Gardner: Has this translated into your constituents, your users, coming back to you for more customization because they trust this so that they're more interested in working with software, rather than resisting it?

Difficult to automate

Cathell: We absolutely did have that change, again specifically with sales, which is the most difficult process to automate, because it can go in so many different ways. So they're on board. They're leading my fight that we need to do this. This is where this company needs to go. This is where technology is going.

Gardner: And when you bring this mentality of better software quality and giving them the means to do it that’s not too arduous, doesn't that then also extend back into your fuller application development processes? How far back are you going through development and change? Is there a DevOps opportunity here for you to bring this into operations and start to sew this together better?

Cathell: That could happen in the future. Our requirements phase is a lot better, because now they're seeing scenarios with expected results -- pass/fails. Now, when we build something new, they go back and look at what they've written for our test scenarios and say, "Oh, our requirements need to be unambiguous. We need to be more detailed."

I do that liaison work where I speak geek for the developer, and the English for the business. We marry them together, and that creates now new quality products.
At the same time, we provide a common set of tools to provide test automation across the entire portfolio of applications within a company

Gardner: Daniel, Pomeroy uses this to a significant degree with Oracle EBS, but how about some of your other customers? What other applications, activities, and/or products has this been applied to? Do you have any metrics of success across some instances of what people get for this?

Gannon: We find that customers leverage the HP platform as the best-in-class platform for test automation across the broadest portfolio of applications in the industry, which is really powerful. What TurnKey Solutions brings to the table is specialization in conjunction with that platform. Our partnership reaches back well over a decade, where we have developed these solutions together.

We find that people use mission-critical applications, enterprise resource planning (ERP) applications like Oracle EBS, SAP, PeopleSoft and others that run the business. And our solutions address the unique problems of those applications. At the same time, we provide a common set of tools to provide test automation across the entire portfolio of applications within a company.

Many companies will have 600, 700, or thousands of applications that require the same level of due diligence and technology. That's what this kind of combination of technologies provides.

Gardner:  Mary, now that you’ve done this now with some hindsight -- not just from your current job but in previous jobs -- do you have any words of wisdom for other organizations that know that they've got quality issues? They don't always necessarily know how to go about it, but probably think that they would rather have an intelligent, modern approach. Do you have any words of wisdom that you can give them as they get started?

Break it down

Cathell: Absolutely. Everybody wants to look at the big picture -- and you should look at the big picture -- but you need to break it down. Do that in agile form. Make those into iterations. Start small and build up. So if you want to go from the smallest process that you have and keep building upon it, you're going to see more results than trying to tackle this huge elephant in the room that's just unattainable.

Gardner:  A lot of times with new initiatives, it’s important to establish a victory early to show some returns. How did you do that and how would you suggest others do that in order to keep the ball rolling?

Cathell: Get people excited. Get them onboard. Make sure that they're involved in the decision making and let them know what your plans are. Communication is absolute key, and then you have your champions.

Gardner: Daniel, we're here at HP Discover. This is where they open the kimono in many ways in their software and testing and application lifecycle management, businesses. As a long time HP partner, what are you hoping to see. What interests you? Any thoughts about the show in general?
Big data is both problem and opportunity. The problem is it’s big data. How do you cull and create intelligence from this mass of data.

Gannon: What's exciting is that HP addresses IT problems in general. There's no specificity necessarily. What companies really grapple with is how to put together a portfolio of solutions that addresses entire IT needs, rather than simple, specific, smoke stack kinds of solutions. That’s what’s really exciting. HP brings it all together, really delivers, and then values the customers. That’s what I think is really compelling.

Gardner: Okay, how about the emphasis on big data -- recognizing that applications are more now aligned with data and that analysis is becoming perhaps a requirement for more organizations in more instances? How do you see application customization and big data coming together?

Gannon: For me, big data is both problem and opportunity. The problem is it’s big data. How do you cull and create intelligence from this mass of data. That's where the magic lies. Those people who can tease actionable information from these massive data stores have the ability to act upon that.

There are a number of HP solutions that enable you to do just that. That will propel businesses forward to their next level, because you can use that information -- not just data, but information -- to make business decisions that enable customers going forward.

Gardner: Very good. I'm afraid we’ll have to leave it there. We have been learning about how Pomeroy, a Global IT Managed Services Provider in Kentucky has been improving on their quality of application’s development and has found more modernization and intelligence through the combination of HP Quality Center and TurnKey Solutions.

So, a big thank you to our guests. We’ve been talking with Mary Cathell, the Quality Assurance Analyst at Pomeroy in Hebron, Kentucky. Thank you so much. 
Seven best practices
for business-ready applications
Cathell: Thank you, Dana. It was an honor.

Gardner: And also a big thank you to Daniel Gannon, President and CEO of TurnKey Solutions. Thanks.

Gannon: Thanks, Dana.

Gardner: And I shouldn't forget to thank our audience as well for joining us for this special new style of IT discussion coming to you directly from the HP Discover 2014 Conference in Las Vegas.

I’m Dana Gardner; Principal Analyst at Interarbor Solutions, your host for this ongoing series of HP sponsored discussions. Thanks again for listening, and come back next time.

Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: HP.

Transcript of a BriefingsDirect discussion on how a managed service provider uses HP tools to improve software quality and to speed modernization across application testing and development. Copyright Interarbor Solutions, LLC, 2005-2015. All rights reserved.

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      Thursday, March 05, 2015

      Kony Visualizer Puts Mobile Apps Features Control in Hands of Those Closest to the Business Processes

      A BriefingsDirect interview on creating dynamic and engaging user interfaces for mobile apps with drag-and-drop ease.

      Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: Kony, Inc.

      Dana Gardner: Hello, and welcome to a special BriefingsDirect interview, coming to you from the Kony World 2015 Conference in Orlando.

      Gardner
      I'm Dana Gardner, Principal Analyst at Interarbor Solutions, your host throughout this series of penetrating discussions on the latest in enterprise mobility. We're here to explore advancements in mobile applications design and deployment technologies across the full spectrum of edge devices and operating environments.

      For our next innovation interview, we welcome Ed Gross, Kony Vice President of Product Management. Ed is focused on the Kony Visualizer Product, including requirements prototyping, development oversight, release planning, and lifecycle management.

      Welcome to BriefingsDirect, Ed.

      Ed Gross: Thanks, Dana. Glad to be here. It's an exciting event that we're having here at Kony World. We're in the process of educating our customers on our latest releases in our product portfolio. One that I'm most excited about is the 2.0 release of our Visualizer product, which brings a number of next-generation capabilities with it.

      Visualizer is a tool by which you can create engaging and dynamic user experiences on all platforms for mobility, including tablet and desktop as well. What it does is present an opportunity for designers to take back control of the development process of both designing applications and creating rich next-generation user experiences.

      Gross
      If you look at how applications are designed typically, it's a very rigid process of creating wireframes and mockups and then throwing those materials over the wall to developers. Designers today, prior to the Visualizer, didn't really have a suite of tools that they could  use to create these applications directly using the technology.

      Right now, designers create sort of mockups and proxies of that design to hand over to a developer to implement. We thought it would be great if designers had a tool by which they can directly create that user experience in the native and Web channels using the underlying Kony framework.

      With Visualizer you can go in with this what-you-see-is-what-you-get (WYSIWYG) environment. It’s actually called WYSIWYM (what you see is what you mobilize). It’s a term that we coined because it’s a unique approach and something we believe to be a new paradigm in designing applications.

      What I can do as a designer is just drag and drop widgets onto my forms. I can create dynamic interactions that really showcase the native capabilities that we have with Visualizer. I can then take that design and publish the actual app to the Kony cloud. Then,  using an app on my phone or tablet, I can then download that design directly, look at all the native interactions, review them, and get a feel for the actual application without having to write any code.

      This is a true native experience, not some sort of web-based proxy, mockup, or set of wireframes. I'm actually creating the app product itself within Visualizer with this WYSIWYG canvas.

      Native capabilities

      We provide access to all the native capabilities. For example, I can use a cover flow widget, a page widget, a calendar, or a camera. I get access to all those rich native capabilities, using what we call actions, without having to go down and write code for all these different platforms.

      Fundamentally, what this also represents is a collaboration opportunity with business and IT. If I'm a designer working under the marketing arm of an organization or I'm a designer or a developer in the IT organization, by using what we call app preview, I can take this design, publish it to the Kony cloud, and bring it into the shell application that you could download from any of the app stores.

      Then, I can review and  write notes on this design. I can send those notes back to the cloud. Ultimately, the Visualizer user can see those comments that I've left across the entire application. They can act upon them and iterate through that design process by republishing that app back to the cloud so that the business user or the developer, the designer, whoever is actually reviewing this application, can annotate on it.

      The fundamental principle here is that you are not just creating a set of assets to hand over to a developer. You’re actually creating the app itself. What’s really fundamental is that we're essentially giving all of the power and all of the control back to the designer, so that the designer can finalize this application and then simply hand it over to the developer using Kony Studio.

      The developer can take it from there without having to rewrite any of the front end of the application. The developer doesn't need to be concerned with creating all of the user experience components by writing code or creating views. They focus on what they do best, which is hooking that application into back-end services and systems, such as SAP, Siebel, or any enterprise service bus connectors.
      What we saw before Visualizer was that most development projects had very large numbers of defects associated with the user experience.

      If you want to integrate with a Web service like an XML, SOAP, or JSON service, you do all that in the studio. You don’t worry about writing all the front-end code. You make it production ready, you wire it, and you do the fundamental business logic of the application and the integration with other products.

      Because what the designer has given you is already complete, and so it cuts down all those cycles. It also cuts down on defects. What we saw before Visualizer was that most development projects had very large numbers of defects associated with the user experience.

      What I mean when I say is that if today you take an application that was developed using other technology and you break down all the defects according to what category they belong in, such as, integration defects or user experience defects, or performance defects, we find that 70 percent to 80 percent of the defects categorically are associated with poor implementation of the user experience.

      In that typical waterfall process that I mentioned earlier, there are a lot of gaps We hand those assets over to a developer, and the developer has to make a lot of assumptions in that process. They have to fill in a lot of the holes that the designer may have left, because the designer is not going to make sure that they design and spec out every single tiny component of that application.

      What winds up happening is that a developer somewhere in that lifecycle will make assumptions and implement something in a way that doesn't satisfy the requirements of the business. So you have to go through that whole process of designing and developing over and over again.

      Rapid iteration

      With Visualizer, you have the capability to quickly iterate. You publish that app design, you get feedback from the business, as I had mentioned earlier, and even during the development process, reiterate through that design process. That integration between Visualizer and our studio project is completely bidirectional.

      At any point in that development process, you can transfer that application design back in Visualizer, make any adjustments, and then reimport it back into Studio. So your product suite is very well-integrated. At Kony, it’s something that we believe is a true differentiator.

      Our core focus is mobility. So we ensure that the developer and designer experience is world class by tightly integrating the entire design and development process and making sure that those two processes are as close as possible to what we call the metal, the underlying channel, and that they can occur in parallel streams. You no longer have to go through sort of a tradition paper-based design process to move forward with implementing your app design.

      Gardner: What is specifically new or some of the highlights in Visualizer 2.0 as well as Framework 6.0?

      Gross: Historically at Kony, we have supported a broad swath of devices. From 2008, look at all Symbian devices, BlackBerry devices, all the way up through iOS, Android, Mobile Web, and even Desktop Web, Windows, etc. What we did is look at our layout model where we had previously recognized that we're going to push forward to the next generation of application design.
      It's focusing on those devices, those smartphones, that can provide that next-generation level of experience that we’ve become used to.

      By doing so we introduce the different paradigm to layout your application using what we call flex layout that’s supported on the next generation of what we call Hero devices. It's focusing on those devices, those smartphones, that can provide that next-generation level of experience that we’ve become used to.

      If you look at Android, iOS, and Windows devices, that’s our core focus as well as Web and Mobile Web. We really up-leveled the entire experience so you can design very engaging experiences using flex layout. We've also introduced a number of capabilities around animation, so that you can get those advanced animation and dynamic interactions that you become used to in consumer grade applications with Kony.

      We've also introduced a suite of APIs around this as well. The developer can create very dynamic experiences, or the designer in Visualizer can create these wonderful experiences using what we call Action Editor to access all of those animation components and a bunch of native components, such as the ability to advanced device level actions like invoke a camera or map widget or send an SMS or an e-mail, all without having to write code.

      Gardner: A recurring theme here and in the industry at large is the need for speed, closing the gap between the demand for mobile apps and what the IT organization and the developer core can produce. Is there anything about Visualizer and Framework that helps the DevOps process along. Perhaps it's being able to target a cloud or platform-as-a-service (PaaS) type of affair, where you can get that into production rapidly. How does what you brought to the market now help in terms of speed?

      Reducing time

      Gross: There are number of things. The first principle here is that we're significantly and seriously reducing the time it takes to get from design to development through this process. We're seeing a 15x or higher improvement in the time it takes to develop the front-end of an application, which is significant, and we believe in that very much. That's probably the most important thing.

      There are tools underneath the hood that support that, including the app preview that I’d mentioned that lets you get on the device native without having to go through any of the development cycles. So it’s a drastic improvement.

      There's also, a huge reduction in the amount of errors in the process. It also increases your capability to iterate. That is really core. You can create multiple designs and use those designs to socialize your idea, your business process, or what impact that will have on your users upfront.
      The first principle here is that we're significantly and seriously reducing the time it takes to get from design to development through this process.

      So I don't have to go through an entire waterfall process to discover that my user experience may not be right and may not be an effective use of my information architecture, for example. I'm able to do all that up front. And all this is supported with the underlying cloud infrastructure at Kony. When I publish my app preview, or if I publish this to a developer, it’s all supported within our cloud infrastructure.

      To get down to brass tacks, I as a designer can publish my project to the Kony cloud and share it with a developer, what we call our functional previews of that application. That app preview that I’d mentioned is all supported with the underlying cloud platform.

      Then, when you look at Studio, our Studio product is highly integrated with our MobileFabric solution, and we’re working in our next release to increase that integration even more. You can invoke our mobile cloud services from our development environment. We're going to be working to merge that entire Studio environment with our Visualizer design components, drastically improving the design and design or develop an integration experience.

      Gardner: And to tie this into some of the other news and announcements here at Kony World, this is targeted at many of your partners and independent software vendors (ISVs), new ones that were brought in and the burgeoning cloud of supporters. Is this also what you expected, for ISVs to use to create those ready-to-deploy apps like Kony Sales, or are these for custom apps, or all of the above?

      Custom app support

      Gross: All of the above. Visualizer, if you look at the lowest level, is really built to support custom app design and development. That’s the traditional core of the Kony technology, the Kony platform stack. We're introducing a new product, Kony Modeler, this month, and that product is actually built on the foundation of Visualizer and our underlying developer framework.

      When you design a Visualizer, you're essentially designing either custom applications or our model-driven business applications such as Kony Sales. The configuration of those applications inside of Modeler as a business analyst or business user does is also built on the Visualizer stack. So everything you do is highly visual, and this speaks to the user-centered development methodology that we see now.

      User experience-driven applications are the future, and we recognize that at Kony. We put the user experience first, not the data model, not writing other kinds of models. We really focus on driving user expectations, increased performance for B2E applications, increased productivity, and it all relates back to user experience.

      Gardner: Before we close out, I just wanted to hammer down a little bit on that ISV community and why they would look to Kony. It seems to me that they're focused on the logic and understanding their industries and businesses.
      We put the user experience first, not the data model, not writing other kinds of models. We really focus on driving user expectations.

      They don't want to have to rewrite code. They don’t want to be in the platform business. What is it that reduces the risk for an ISV who considers the Kony approach? Perhaps it’s in terms of the number of end-point devices, the ability to write once, run everywhere, the quality and speed issues you brought up. Give me a bit more insight as to why an ISV should think about Kony when going to mobile markets?

      Gross: Well there are a number of things that I'll recap. The first one is that you’re greatly reducing the time it takes to get from design to the end product, which is key. Number two, you're able to reduce man-hours in the development process of the front-end experience.

      I'd also like to reiterate that, because of our fundamental underlying JavaScript platform, you're able to write once for all these different channels. A fourth point that I'd like to bring up on top of these is our service-level agreement (SLA), which is unique in the industry.

      At Kony, we have a unique SLA that says that within 30 days of a new operating system release, we will provide support within the Kony platform. Nobody else does that. We guarantee that support across our ISV channels and our direct customers, so that they don’t have to worry about revving up to the next version of the given channel. We really take care of that. We mask our customers from that, so that they can focus on innovation.

      Gardner: Well great. I'm afraid we will have to leave it there. We have been learning about how advancements in mobile applications, design and deployment technologies are bringing new productivity benefits across the growing spectrum of edge devices and operating environments, and we’ve seen how quality, speed, and value are rapidly increasing, thanks to the Kony mobility platform and the new tools like Visualizer 2.0.

      So a big thank you to our guest. We’ve been joined by Ed Gross, Kony Vice President of Product Management. Thank you, Ed.

      Gross: Thank you, Dana.

      Gardner: And a big thank you too to our audience for joining this special series coming to you directly from the recent Kony World 2015 Conference in Orlando.

      I'm Dana Gardner, Principal Analyst at Interarbor Solutions, your host throughout this series of Kony-sponsored BriefingsDirect enterprise mobility discussions. Thanks again for listening, and do come back next time.

      Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: Kony, Inc.

      A BriefingsDirect interview on creating dynamic and engaging user interfaces for mobile apps with drag-and-drop ease. Copyright Interarbor Solutions, LLC, 2005-2015. All rights reserved.

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