HP Simplifies Foundation Care Services to Deliver Just-in-Time, Pan-IT Tech Support

Transcript of a sponsored podcast discussion on how HP allows CIOs to make easier choices about which support plan fits their need best and at the best cost.

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

Dana Gardner: Hi, this Dana Gardner, Principal Analyst at Interarbor Solutions and you're listening to BriefingsDirect. Today, we present a sponsored podcast discussion on reactive IT support trends in increasingly complex IT environments.

Gardner

We first examine the IT technical support challenges presented by such mega-trends as cloud, bring your own device (BYOD), mobile applications, and big data. And we then learn how enterprises and small to medium-sized businesses (SMB) are using HP Foundation Care Services to better address these evolving support requirements.

So how do enterprises deliver improved user experiences, leverage new reactive support tools and diagnostics, and increasingly rely on self-help and automation to keep their far-flung systems fully functional?

We're here with an HP Technology Services Executive to chart the path to simplified, just-in-time, and pan-IT support improvements -- despite dynamic and complex IT environments. Please join me in welcoming our guest, Lou Berger, Vice President of Technology Services Enablement and Readiness in the HP Enterprise Group. Welcome, Lou.

Lou Berger: Very good morning, Dana.

Gardner: Let’s start off at the high level. What are some of the key trends and drivers that are impacting the reactive IT support services market?

Berger: Dana, I think everybody understands that, from an IT point of view, data center managers and CIOs are entrusted with managing the current legacy environment they have while transitioning to address all the new trends: cloud, mobile, big data, and BYOD. They're all asking the data center to change and transform to address these things.

Berger

These new workloads are different, requiring new infrastructure and new strategies that are unpredictable. They're changing quickly -- and in the largest, hybrid cloud, with increased complexity. Hosting versus the legacy infrastructure is impacting the decisions and the requirements CIOs have to manage in their environments. This is obviously giving them more choices, but also adding more complexity.

The current state of affairs for a CIO is a very complex mix of technologies, supporting the old, while developing the new. They have new solutions that they're building on their own. They're buying solutions, converging their infrastructure, and really being asked to make choices now that are going to lead them into the future.

Gardner: And is this the case, Lou, for both enterprises as well as SMBs? Is there any difference between those two markets when it comes to IT support?

Impactful decisions

Berger: Not at all. The decisions are the same. The SMBs are looking to the future to save and optimize their environment and making the same exact decisions that the enterprises are making. Perhaps they're moving at different speeds, some more agile and innovative than others, but everybody is being forced to make the same decision.

Gardner: How about end-users? It seems that expectations have changed. End-users, from their consumer devices or at-home systems, are used to getting rapid support and help. Have the expectations of the end-user shifted?

Berger: Absolutely. In the new world, always-on is really the keyword, and data center managers' service-level agreements (SLAs) with their customers, the end-user, are at a much higher level. Access is always expected to be there for the full community of users, from the developers, to the actual customers, and then the end-users on the outside. The world today is 24x7 and with all the changes happening at the same time, they need to support that environment.

Gardner: So we're all adapting, we're all changing, and HP has adapted and changed as well. Maybe you could fill us in a little bit at a high level of what has changed with Foundation Care Services, and then also how reactive support fits into a wider panoply of all support choices?

We totally revamped our portfolio about two years ago to really enable this new style of IT.

Berger: At HP, we took a hard look at our service portfolio, not only Foundation Care, but across the whole portfolio, and we looked at how we were addressing customers’ needs in the current environment, and how we needed to look forward as the world was changing to meet the needs we just discussed. We totally revamped our portfolio about two years ago to really enable this new style of IT.

The first thing we did was simplify. CIOs have to make very difficult choices based on meeting the SLAs of the customers, of the environment, of each solution and each component of that solution, and then balance that against the cost of those things. We took a look at and simplified our portfolio.

The first thing was simplify it to make the choices easier for the CIOs. We broke the portfolio into three basic portfolio items. One was Foundation Care, the base of all service, the reactive parts of the service, the first decision the CIO has to make.

Second was adding Proactive Care, the ability for CIOs to add and make the decision of how much proactive support they wanted to add for the specific environment and the solutions they were building.

Finally, built on that, Datacenter Care, which combines all the options that we can make available to a customer to tailor to their specific needs for either their solutions or environment.

Simplifying support

When we talk about Foundation Care, we looked at our portfolio and we realized it was extremely complex for something that seems simple as reactive support. We had over 18 offerings that we were making available for customers, adding confusion to the decision-making process. Then finally we looked at our SLAs to them, and how they combined that in combination to manage complex environments.

In our new Foundation Care portfolio, we've narrowed it down to five offerings only, with three response choices for the customer to decide. This way, a customer can make very easy choices to understand the more fundamental decisions they need to make on reactive support -- what response time they want, what coverage window they want, and the length of term they want for that service before they review for renewal. It's a very simple decision-making practice.

We then took a look at our Foundation Care, and what customers required to manage those environments and made those things available through our call centers and our portals. So customers can understand very easily on a component level or across their environment what’s available through the services they've already been provided and with the SLA we have with them, so they can manage their environments.

There's an ability to be able to use their mobility tools to assess and understand exactly the state of their environments or the devices that they have connected to us and our support that we highly recommend because of the value it brings.

We removed complexity and we provided management and operational tools for customers to use on this foundational service.

So we removed complexity and we provided management and operational tools for customers to use on this foundational service.

Gardner: This sounds like it aligns very well to some of these trends we mentioned -- consumer behavior and expectations. Many people like the idea of self-help, of getting the right information that they can act on. Of course, they like to get it on a mobile device, which gives them flexibility and that 24x7 ability to track and manage.

Lou, one of the things that seems different nowadays is the ability for automation to play a larger role. How are your customers and HP adjusting to trying to automate some of these things, maybe through alerts and notifications, maybe through remote access in understanding systems regardless of where they are? What's the newest on that level, that automation capability?

Berger: As you know, HP has always invested heavily in the connected devices, the ability for us to securely connect to a customer’s environment, each one of those devices, and monitor. For those devices that we monitor this way, our time-to-repair is significantly faster than a straight call-in with no device.

That connectivity allows us to do much more than that. It allows us to communicate information that we're capturing for the customer to actually see, using mobility devices, on the health and the state of devices themselves and, in many cases, the configuration.

It allows us to understand failures, repair them quickly on behalf of customers, and notify customers of an issue so that we can work with them to repair.

Connected experience

These tools allow us to understand the state of their environment. So as we move up the proactive stack, we can help them understand and do preemptive maintenance, understanding what recommendations we make based on the devices, on doing upgrades to firmware and software, of the compatibility among the environment, of the key parts of the environment to the whole solution, and help make recommendations and keep their devices healthy.

The connected world is a key part of our strategy in helping customers manage through the complexity of new environments. Of course, the information we track becomes available to customers to help them manage their environments independently, both their SLAs, their contractual information, and the broader environment.

Gardner: And not only are we dealing with rapid change and complexity, but heterogeneity remains with us, as it has all along. When we talk about doing this support with updates, patches, and firmware, we are not just talking about one company or one vendor. We're talking about whatever your environment has and whatever you need. Is that not correct?

Berger: That’s very correct. When HP develops a compatibility matrix, these are the things we apply in helping customers be preemptive and make the decisions on the best way of managing their environment and staying up-to-date in the healthiest way.

Our connectivity is highly secure. It's been tested, agreed, and approved across every tier of business and every type of business.

Gardner: So you would be able to cover the entire fabric of your environment, not just parts and pieces, and that’s essential? You can’t have those cracks where things fall between or where patches don’t get made. That’s where these real problems can arise.

I have to also imagine, Lou, that this has the interest of the security and the governance, risk and compliance (GRC) people. This is another way for them to get assurance that things will continue not only performing, but performing securely. How does GRC and security fit into the services portfolio?

Berger: First -- and it's most relevant when we talk about security -- our connectivity is highly secure. It's been tested, agreed, and approved across every tier of business and every type of business, from the financial industries, to the government agencies. These have set the bar very high for security. So you can rest assured that our connectivity is a very secure and comfortable connection.

The compliance of environments in this new world is imperative. As CIOs make the decision at each product, at the solution, or at the environment, and how they meet their SLAs, they make the decision on how many proactive elements they want to add to that support. Providing these types of reports, or an enhanced call experience, across the environment, rather than at the piece level, adds to our ability to and the customer’s ability to manage environment to those compliance levels.

Again, the goal of the new portfolio was to simplify and make clear what each level of the portfolio gave in deliverables, and how that translates to value and the ability for the CIO to make these decisions and then meet their compliance requirements.

We stage our portfolio in a way that allows CIOs to make the right decisions to meet their compliance and security needs at the optimum cost for them.

Information is key

Gardner: So a key to good support, of course, is getting the right information to the right people in the right time-frame. We've talked a bit about the timing being very rapid, and the means to get that information being somewhat automated, with more mobility. But the information is still key.

So how do we improve the information flow? I understand the HP Support Center has been revamped to a certain degree as well. So that part of the equation, the information, is also rich, up-to-date, and easily available?

Berger: At a Foundation Care-level support, a customer has the option to only call the call center on a problem to be fixed and get the full support experience that comes from there. They also have access to our product pages, where they get specific information, access to our drivers, software and firmware, and the ability to download software, firmware and drivers on their own, which often includes both fixes and new features and functionality.

They have the ability to search the HP Support Center, which has all the content repositories for answers to support questions; guided troubleshooting, which provides step-by-step ability for our customers to self-heal themselves. And the Support Community, and our HP Forums allows our customers to interact with peers and learn how others dealt with issues and best practices.

In addition, we have 24x7 chat from our HP Support Specialists, which is available either from the mobile app or from a PC.

You have the Support Case Manager, where a customer can call in at any time and understand exactly what the state of open cases is. So if a case is in progress of being fixed, they can call in. Or they can use the mobile app, which allows automated updates.

In addition, we have 24x7 chat from our HP Support Specialists, which is available either from the mobile app or from a PC. And the full suite of solutions and technical manuals that are available to a customer for support.

Gardner: Of course, HP being a global company that means that these services are available around the world, with localization issues managed. What’s the breadth and depth in terms of that applicability to different markets and different languages?

Berger: HP’s greatest strength for a global customer is it's 24x7 worldwide support. We have Support Centers in every region. We have local language support for all our customers in every country necessary. We have the full suite of access and the same customer experience in any place in the world. That is the strength of HP.

Gardner: Okay, we've talked a lot about what it does. I think it's always great to show in addition to tell. Do we have any examples where we can point to an organization, large or small, one market or another, and demonstrate how they're using the simplified Foundation Care Services, getting some benefits, making sure that all the systems are up and running, and if not, the fix is in right away?

Foundation Care services

Berger: Foundation Care, our reactive services, is the base of all services. I will stick to that as an example. The first is a UK-based IT service company, a holding company for a group of companies involved in the provision of real-time monitoring systems and data management services, specifically the UK's leisure and forecourt petrol services.

The customers were looking to upgrade their IT infrastructure to handle growth in their customer demand. Our solution from the product side was to deploy converged infrastructure with HP Blades and Virtual Storage.

The customers’ requirements were met with HP Foundation Care Support. This is a very stable environment. It’s a converged infrastructure, but there are times when an anomaly can arise.

For example, in a connected world, the customer’s storage device sent a message stating that a driver is about to fail. Under Foundation Care, the driver was sent to the customer, preventing an issue before it happened. It's a different experience for many of our competitors, because we monitor the converged infrastructure and we take proactive actions versus waiting for the problem to occur.

A quote from the customer, “HP Support was fantastic. We were protected all the way through the support processes.”

So we recognized an issue. We proactively notified the customer. We sent the fix or sent a CE to fix their problem. We helped this customer meet their SLA at 99.98 percent uptime. In this case, we gave them a 100 percent uptime.

A quote from the customer, “HP Support was fantastic. We were protected all the way through the support processes.”

Gardner: Any other examples?

Berger: Sure. In this case, we helped a customer shift their focus from maintenance to strategic activities. HP offered a differentiated support experience by providing proactive alerts to flag potential issues.

The customer in this case is an underwriting services using proprietary databases and algorithms to estimate people’s life expectancy based on their medical records. The customer had performance issues with the large amounts of data on different services, with various hard drive configurations and several direct-attached devices for storage.

The resolution was to modernize their data center, where we worked closely with the customer, consolidating servers and storage using server virtualization and SAN technology. We installed ProLiant Server and 3PAR Storage and the customer purchased Foundation Care 24x7 support services.

The benefits were that centralized storage provided reliability and productivity. For the customer, their IT staff previously spent about 70 percent of their time dealing with infrastructure. Now, they spend only 20 percent of the time. That's a 50-percent saving in time.

With Foundation Care support, they now manage availability better with proactive support alerts on potential issues and focusing on improving applications rather than failures.

Managing costs better

Gardner: Lou, I've been tracking enterprise IT for quite some time now, and the question always comes up, "What do you get for your dollar or your peso or your Euro?" I have had trouble always coming up with return on investment (ROI) or a total cost of ownership (TCO) formula for some aspects of IT, for example, investing in modernization of a data center.

It's more the soft quality-assurance issues, but it seems to me, the economics of something like technology services and Foundation Care in particular is pretty straightforward.

What do you tell people when they ask you about the ROI here? It seems if you catch one big issue and you're in an always-on environment. That that can really save you a great deal of money very rapidly.

Berger: In any industry, an outage translates to revenue and cost, besides the customer satisfaction issues and everything else. There are studies that go back and say that in some industries, an outage, a long outage can actually put a company out of business in a very short amount of time.

Very fast response time is critical to the business. We commit to a six-hour call-to-repair.

But this does play very closely to the decision the CIO must make when they choose the support, and understanding the impact on their environment and understanding the crux of the business if they don't meet those needs.

In the Foundation Care Services portfolio we have three response levels with most customers. So Call-to-Repair is the highest level of service. Very fast response time is critical to the business. We commit to a six-hour call-to-repair.

It's our broadest coverage. We have 24x7 coverage, and take four hours, generally to fix a customer’s problem, with full access to our Support Centers and on-site service as part of the coverage.

Most economical would be Foundation Care Next Business Day, with coverage from 8 a.m. to 5 p.m., Monday to Friday. So a CIO can make decisions, based on the SLA they have and the impact to the business, whether critical or not, and apply these very simple service choices -- rather than the 18 we had before.

Gardner: So even though you've simplified, you still have the benefit of one size doesn't need to fit all. For example, I might have a set of applications or even a small rack or data center that doesn't require that higher level of oversight, and I might want to tier this. That gives me a lot more flexibility, and therefore I can manage my costs better. Is that the case?

Berger: That’s exactly the reason we did it. A data center manager, a CIO, can make the right decisions, at the right cost profile to meet his business needs, and optimize his decision making. Then, he can manage and understand by using the tools we provide to understand exactly what is covered for each one of those devices at any time. So they can understand if they are still meeting those needs as times change and customs change.

Looking to the future

Gardner: Looking to the future a little bit Lou, as we mentioned at the beginning, we have a lot of change. You mentioned it earlier, but we're looking at a lot more converged-infrastructure capabilities, particularly for big data.

We're looking at more use of hybrid and more types of cloud, platform as a service (PaaS), software as a service (SaaS), moving workloads from cloud to cloud, if we can do that in the future; the Internet of Things; the scale of the data and the amount of data and streaming data rather than static or batch data.

How do these things come to bear? What is your vision for how technology services adjust, given what we're expecting to happen over the next several years?

Berger: I hope you can see from the way we developed our portfolio that our Foundation Care Services allow the customer to make the most basic decisions on these requirements.

Proactive Care service allows a customer to call in across a variety of products. We own that problem and solve the problem across the solution.

We added Proactive Care service, which allows the customer to add further coverage based on the same parameters, adding preemptive support for those areas, environments, and solutions that require a greater uptime, a greater sense of security, and an enhanced call experience that includes solutions support.

Proactive Care service allows a customer to call in across a variety of products. We own that problem and solve the problem across the solution.

Then building into our Datacenter Care service, which was built including Foundation Care and the Proactive Care services, and allowing the customer to add elements specific to meeting their specific requirements, many of them now being built specifically for the new style of IT.

We also have a Cloud Hybrid Support offering, specific for this new style of IT. And different opportunities for customers to translate CAPEX into OPEX through support offerings, because many of the customers who are building on-premise clouds and converged infrastructure want the same experience from a financial point of view as moving to a hosted service. We built that into our Datacenter Care service.

As we move forward, the new style of IT, then DevOps requires agility, velocity, innovation, and continuous service. We're tailoring new offerings specific to that audience, specific to meet those requirements that we will partner closer and closer with customers on meeting those specific needs, and as always built on a Foundation Care support for their environment, too.

Gardner: Well, great. We've covered a lot of ground, and I'm afraid we will have to leave it there.

You've been listening to an executive-level discussion on how evolving reactive IT support trends, amid an increasingly complex and dynamic IT environment, requires better and simpler IT support services.

And we've heard how HP has simplified its Foundation Care Services to deliver such just-in-time and pan-IT enterprise support benefits for enterprises and SMBs alike. And we have leaned how these updated services are designed to provide flexibility and agility and so that CIOs can produce the right amount of support, for the right systems, with the right SLA requirements met.

So a big thank you to our guest, Lou Berger, Vice President of Technology Services Enablement and Readiness in the HP Enterprise Group. Thanks so much, Lou.

Berger: Thanks for having me, Dana. It's been a pleasure.

Gardner: Incidentally, to learn more about how your business can leverage HP Foundation Care Services for any IT environment, visit http://www.hp.com, and you can search on Technology Services and HP Foundation Care.

This is Dana Gardner, Principal Analyst at Interarbor Solutions. Thanks to you, our audience, for listening, and don't forget to come back next time.

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

Transcript of a sponsored podcast discussion on how HP allows CIOs to make easier choices about which support plan fits their need best and at the best cost. Copyright Interarbor Solutions, LLC, 2005-2014. All rights reserved.

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HP Analytics Blazes New Trails in Examining Business Trends From Internal Data

Transcript of a BriefingsDirect podcast on new trends in gathering and analyzing large amount of data, both traditional structured data and user-generated data.

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 directly from the recent HP Big Data 2014 Conference in Boston. We're here to learn directly from IT and business leaders alike how big data, cloud, and converged infrastructure implementations are supporting their goals.

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Our next discussion is a thought leadership insight discussion with an executive in the Analytics Group at HP, to learn how HP analyzes its own data and then provide examples of how other organizations can benefit from these examples as well.

Please join me in welcoming our special guest, Pramod Singh, Director of Digital and Big Data Analytics at HP Analytics, based in Bangalore, India. Welcome, Pramod.

Pramod Singh: Thank you, Dana. Thank you very much.

Gardner: First, tell us a little bit about the Analytics Group at HP, what you do, and what’s the charter of your organization.

Singh

Singh: We have a big analytics organization in HP, it’s called Global Analytics and serves the analytics for most of HP. About 80 to 90 percent of the analytics happening inside of HP comes out of this eco-system. We do analytics across the entire food chain at HP, which includes the supply chains, marketing, and sales.

What I personally lead is an organization called Digital Analytics, and we are responsible for doing analytics across all digital properties for HP. That includes the eCommerce, social media, search, and campaign analytics. Additionally, we also have a Center of Excellence for Big Data Analytics, where we're using HP’s big-data technologies, which is that framework called HAVEn, to help develop big-data solutions for HP customers, as well as internal HP.

Gardner: Obviously, HP is a very large global company. What sort of datasets are we talking about here? What’s the volume that you're working with?

Data explosion

Singh: As you know, a data explosion is happening. On one end, HP has done a very good job over the last six to seven years of getting most of their enterprise data into something called an enterprise data warehouse. We're talking about close to two petabytes of data, which is structured data.

The great part of this journey is that we have taken data from 700-800 different data marts into one enterprise data warehouse over the last three to four years. A lot of data that is not part of the enterprise is also becoming an important part of making the business decisions.

A lot of that data I personally deal with in the digital space, is what we call the human-generated data, the social media data, which no enterprise owns. It’s open for anybody to go use that. What I've started to see is that, on one hand, we've done a really good job of getting data in the enterprise and getting value out of it.

We've also started to analyze and harvest the data that is out in the open space. It could be blogs, Twitter feeds, or Facebook data. Combining that is what’s bringing real business value.

Gardner: How large is your organization and how long have you been there?

Singh: The Global Analytics organization is more than 1,000 people spread through different parts of the world. A big chunk of that is in Bangalore, India, but we have folks in the US and the UK. We have a center in Guadalajara, Mexico and couple of other locations in India. My particular organization is close to 100 people.

We've also started to analyze and harvest the data that is out in the open space. It could be blogs, Twitter feeds, or Facebook data. Combining that is what’s bringing real business value.

Gardner:  How long have you been there, and what’s your background? How did you end up at HP Analytics?

Singh: I have a PhD in pure mathematics, and before that I had an MBA in marketing. It's a little bit of an awkward mix there, and got in into analytics space in mid '90s working for Walmart.

I built out Walmart’s Assortment Planning System in late '90s and then came to HP in 2000 leading an advance data-mining center in Austin, Texas. From there I evolved into doing e-business analytics for few years and then moved to customer knowledge management. I spent five years in IT developing analytics platform.

About year-and-a-half ago, I got an opportunity to lead the big-data practice for this organization called Global Analytics. In five years, they had gone from five people to more than 1,000 people, and that intrigued me a lot. I was able to take the opportunity and move to India to go lead that team.

More insights

Gardner: Pramod, when we look back into this data, do you gain more insights knowing what you're looking for, or not knowing what you're looking for? What kind of insights were the unexpected consequences of your putting together this type of data infrastructure and then applying big-data analytics to it?

Singh: We deal with that day-in and day-out. I’ll give you a couple of examples there. This is something that happened about three or four years ago with HP. We were looking at a problem that was a classic problem in marketing to the US small and medium-sized business organizations (SMBs). We had a fixed budget for marketing, and across the US, there are more than 20 million SMBs. The classic definition of an SMBs is any business with 100-500 employees.

HP had an install base of a small part of that. We realized that particular segment of a SMBs is squeezed between a classic consumer, where you can do mass marketing, such as TV advertising, and an enterprise, where you can actually put bodies, your people who have relationship. SMBs are squeezed in between those two extremes.

The question then became what do we do with that? Again, when you do data mining and analytics, you may not know where this will lead you.

On one hand, you can't reach out to every single one of them. It’s just way too expensive to do that. On the other hand, if you try to go do the marketing, you don’t get the best out of it.

We were starting to work on something like that. I was approached by a vice president in marketing who said revenues are declining and they had a limited marketing budget. They didn’t know what to do.

This is where one of those unexpected things came in. I said, "Let’s see in that install base whether there are different segments of customers that are behaving differently." That led us on kind of a journey where we said, well, "How do we start to do that right? Let’s figure out what are the different attributes of data that I can capture."

On one hand, if you look at SMBs, you can capture who they are, what industry segment they're in, how many employees they have, where are they based, who the CEO is. It's what we call firmographics.

On the other hand, you have classes of data involving their interaction with HP. It could be things like how many PCs or servers they bought, how long ago did they buy it, how much money they spent, the whole transactional aspect of it.

Then, there are some things that are derived attributes. You may be able to derive that in the last one year they came to us four times. What interaction did we have on the website,? For example, did they come to us through a web channel? If they did, how many email offers were sent to them? How many of those were clicked? How many of those converted? Those are the classes of data that we could capture.

The question then became what do we do with that? Again, when you do data mining and analytics, you may not know where this will lead you.

Mathematical modeling

We thought that maybe there are different classes of customers. We pulled our data together and started to do mathematical modeling. There are techniques called clustering, analytical techniques called K-Means, and things like that. We started to get some results and to analyze them. In this type of situation, we have to be careful, because there are some things that may look mathematically correct, but may not have a real business value behind it.

Once we started to look at those things, we went through multiple iterations. We realized that we were not getting segments or clusters that were very distinct. One day, I was driving home in Austin, and I said, "You know what? Who they are I don’t control, but as far as what they're doing with HP we have a reasonably good understanding."

So we started to do clustering based only on those attributes, and that’s where an "aha" moment came. We started to find these clusters, which we call segments, where we eventually found a cluster which was that 7 to 8 percent of the population that brought in 45 percent of revenue.

The marketers started to say that this was a gold mine. That’s what we never expected to happen. We put together a structure. Once we figured out these four or five clusters, we tried to figure out why they were clustered together. What’s common?

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We built out a primary research thing, where we took a random sample out of each one of those clusters, interviewed those guys, and were able to build a very good profile of what these segments were.

There are 20 million SMBs in US, and we are able to build a model to predict which of these prospects are similar to the clusters we had. That’s where we were able to find customers that looked like our most profitable customers, which we ended up calling Vanguards. That resulted into a tremendous amount of  a dollar increment for HP. It's a good example of what you talked when you find unexpected things.

We just wanted to analyze data. It led us to a journey and ended up finding a customer group we weren't even aware of. Then, we could build marketing strategy to actually go target those and get some value out of it.

Gardner: At the Big Data Conference, I've spoken to other organizations who are creating an analytics capability and then exposing that to as many of their employees as possible, hoping for this very sort of unexpected positive benefit. Is there a way that you're taking your analytics either through visualization or tools and then allowing a larger population within HP to experiment with it?

Singh: We're trying to democratize the analytics as much as we can. One thing we're realizing is that to get the full value, you don't want data to stay in silos. So there are a couple of things you have to do. In terms of building out an ecosystem where you have good set of motivated people and where you can give them a career path, we have created this organization called Global Analytics. You get a critical mass of people who challenge each other, learn from each other, and do lot of analytics.

But also it’s very important that on the consumption side of it, you have people who are analysts and understand analytics and get the best value out of it. So they try to create that ecosystem. We have seen both ends of it.

Good career path

If you just give them to one data miner or analytics person in one team, sometimes the person does not find an ecosystem to challenge himself or herself. We're trying to do it on both sides of the fence, so that we can provide people with a good career path.

Hiring these folks is not easy. Once you've hired them, retaining them is not easy. You want to make sure to create an ecosystem where it’s challenging enough for these people to work. It also has to be an ecosystem where you continually challenge them and keep training them.

The analytical techniques are evolving. When I started doing it, things were stable for years. Now, the newer class of data is coming in, newer techniques are coming in, and newer classes of business problems are coming in. It’s very important that we keep the ecosystem going. So we try to do it on both sides.

Gardner: Very interesting. HP, of course, has its own line of products for big-data analysis. You're such a large global enterprise that you're doing lots of analysis, as any good business should, but you're also being asked to show how this works. Are there some specific use cases that demonstrate for other enterprises what you've learned yourselves.

You want to make sure to create an ecosystem where it’s challenging enough for these people to work. It also has to be an ecosystem where you continually challenge them and keep training them.

Singh: There are several that we can talk about. One is in a social media space. I briefly talked about that. My career evolved of doing analytics in what I call "data inside the enterprise." But, over the last couple of years, we started to go look at data outside the enterprise.

Recently we went and looked at a bank. We were able to harvest data from the Internet, publicly available data like Glassdoor, for example. Glassdoor is a website where employees of a company can put their feedback, talk about the company, and rate things.

We were presenting it to the executives of this particular bank and we were able to get all the data and tell them the overall employee morale. We figured out that the life-work balance for the employees wasn't very good.

The main component that the employees weren't happy about was their leave policy and their vacation policy. We drilled down and figured out that the bankers seemed to be fairly happy, but the IT guys and analysts weren't very happy. Again, this is one example where we didn't ask for a line of data from the customer. This data is publicly available. You and I, or anybody else, can go get it. I can do that same analysis for HP or any other company.

That’s where I believe the classes of analytics we're doing is changing. A lot of times, your competitive differentiator is the ability to do things with that data. Data is a corporate asset and it will be, but this class of what we call the user-generated data is changing analytics as a whole. The ability to go harvest it and, more importantly, get value out of it will be the competitive differentiator.

Gardner: Any other use cases that demonstrate the power of a particular type of platform, let’s say Vertica in HAVEn, where you've got the power of a columnar architecture and you've got the ability to bring in unstructured data from Autonomy? Maybe there are a couple of use cases that demonstrate the unique attributes of HAVEn when it comes to inclusivity and the comprehensive nature of information today?

Game changer

Singh: Let me talk about a couple of the things that happened in the HAVEn ecosystem. One of the main work forces in HAVEn is our massively parallel database called Vertica. In addition to being a database where we can ingest data very quickly, ingest large volumes of data, and run query performance, the game-changer for us as an analytics practitioner for me has been ability to do analytics in database.

If I look at my career over the last 20-22 years, most of the times what happens in the analytics space is that you have data residing in a database or an enterprise data warehouse. When you want to build a model, you take the data out and use an analytics platform like SAS, R, or SPSS. You do something there and you either bring the data back into the environment or you run the models and publish them out.

What Vertica has done that's unique is given us a framework, and through the UDEF framework, we could build a data mining model and run it directly on a database engine and take the output out.

An example we took to HP Discover a couple of months ago was trying to predict a failure of a machine before the actual failure happens. HP has these big machines and big printers, which are very expensive.

Like lot of high-end devices these days, they send out a lot of data. They send out data about when you're using a machine. The sensors send out a lot of information, maybe the pressure of the valves, the kind of the temperature they're in, the kind of throughput they're giving you, or the number of pages you've printed.

Looking at each components of failure, we could predict with a certain probability when the machine will fail and with a certain probability.

Also, they give you data on the events when the machine was not performing optimally or actually failed. We were able to go ingest all that data, put the data onto in the Vertica  platform, and build predictive models using open source R language. We built a model that can predict the failure of a machine.

Looking at each components of failure, we could predict with a certain probability when the machine will fail and with a certain probability, so our service reps can actually be proactive and not wait for the machine to fail. That's one example of doing an in-database data mining using Vertica.

Another example used more components around the social-media space. One of the problems in the social-media space, and I think you guys are probably familiar with this, is finding influencers.

I gave a talk yesterday around figuring out how you do that. There are classical ways if you go by the uni-dimensional thing around the number of followers or retweets you have. Barack Obama or Lady Gaga would be big influencers, but Barack Obama, for cloud computing for HP, may not be a very big influencer.

So you build those classes of algorithms. My team has actually built out three patented algorithms to figure out how to identify influencers in the space. We've actually built out a framework where we can source that data from the social-media space, drop it into a Hadoop kind of an environment.

We use Autonomy to enrich and put some sentiments to it and then drop the data into the Vertica environment. In that Vertica environment, you run the compressed algorithms and get an output. Then, you can score and predict who is the influencer for the topic you are looking for.

Influencers

I gave the example of Barack Obama, in general a big influencer, but he is not influencer for all topics. Maybe in politics or the US government he's a big influencer, but not for cloud computing. Influencer is also a function of time. Somebody like Diego Maradona probably was a big influencer in soccer in the ’90s, but in 2014, not that much.

You have to make sure that you can incorporate those as part of the logic of your algorithm. We've been able to use the multiple components of HAVEn and build out a complete framework where we can tell numerically who the main influencers are and how influential they are. For example, if you get a score of 93 and I get a score of 22, you are almost four times as influential as I am.

Gardner: For other organizations that are interested in learning more about how HP Analytics is operating and maybe learning from your example, are there any resources or websites we can go to, where you are providing more information about HP Analytics?

You have to make sure that you can incorporate those as part of the logic of your algorithm.

Singh: Definitely. We work through our partners in Enterprise Services. We have our own website as well. There are multiple ways that you can approach us. You can talk to the Vertica sales team and they can connect to us. As I said, we do analytics for all of HP and for select customers. We do not have a direct sales arm to us. We work through our partners in Enterprise Services, as well as with software team.

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Gardner: We've been talking about how HP Analytics, based in Bangalore, India, and with organizational branches around the world, is examining internal data at HP, but also blazing trails in terms of how to better provide analytics to a large enterprise and SMB, whether it's HP or any other enterprise.

So a big thank you to our guest, Pramod Singh, Director of Digital and Big Data Analytics at HP Analytics. Thank you so much.

Singh: Thank you, Dana, thank you very much.

Gardner: And a big thank you also to our audience for joining us for this special new style of HP Discussion coming to you directly from the recent HP Big Data 2014 Conference in Boston. I'm Dana Gardner, Principal Analyst at Interarbor Solutions, your host for this ongoing series of HP-sponsored discussions. Thanks again for listening, and do come back next time.

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

Transcript of a BriefingsDirect podcast on new trends in gathering and analyzing large amount of data, both traditional structured data and user-generated data. Copyright Interarbor Solutions, LLC, 2005-2014. All rights reserved.

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After Cutting its Big Data Teeth on Wall Street, Vichara Technologies Grows the Market for Advanced Analytics

Transcript of a BriefingsDirect podcast on how one consultancy is looking to expand its horizons for big-data analytics using HP Vertica.

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 directly from the recent HP Big Data 2014 Conference in Boston. We're here to learn directly from IT and business leaders alike how big data, cloud, and converged infrastructure implementations are supporting their goals.

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Our next innovation case study interview highlights how Vichara Technologies in Hoboken, New Jersey is expanding its capabilities in big data from origins on Wall Street and in the financial sector into other areas, and thereby demonstrating the growing marketplace for big-data analytics services.

With that, please join me in welcoming our guest, Tim Meyer, Managing Director at Vichara Technologies. Welcome, Tim.

Tim Meyer: Thank you, glad to be here, Dana.

Gardner: Tell us how your organization evolved, and how big data has become such a large part of the marketplace for gaining insights into businesses.

Meyer: The company has its roots in analytics and risk modeling and for all sorts of instruments that are used on Wall Street for predicting prices and valuation of instruments. As the IT infrastructure grew from Excel to databases and eventually to very fast databases, such as Vertica, we realized that there were many problems that couldn't be solved before, and that required way too long a time to answer.

Meyer

Wall Street people measure time in seconds, not in hours. We've found that there's a great value in answering a lot of business intelligence (BI) questions -- especially around valuations and risk models, as well as portfolio management. These are very large portfolios and datasets that have to be analyzed. We think that this is a great use of big-data analytics.

Gardner: How long have you been using Vertica? How did it become a part of your portfolio of services?

Meyer: We've been using Vertica for at least for two years now. It’s one of the early ones, and we recognized it as being one of the very fastest databases. We try to use as many of these components as possible. We really like Vertica for its capabilities.

Risk assessment

Gardner: Tim, this whole notion of risk assessment is of interest to me. I think it's coming to bear on more industries. People are also interested in extending from knowing what has happened to being able to predict, and then better prescribe new efforts and new insights.

Tell me about predictive risk assessment. How do you go about that, and what should other companies understand about that?

Meyer: Risk assessment comes about from starting to look at how prices fluctuate and how interest rates move, and thus create changes in derivatives. What has happened most recently is that a lot of the banks and hedge funds have recognized this. Not only is [predictive risk assessment] a business imperative for them to have that half-percent hedge, but there are also compliance reasons for which they need to predict what their business is going to look like.

There are now more and more demands on stress testing, as well as demands from international banking regulations, such as Basel III, that require that businesses such as hedge funds and banks not just look behind, but ahead at how their business is going to look in a year. So this becomes really very important for a host of reasons even more than just how your business is doing.

Gardner: If I were a business and wanted to start taking advantage of what's now available through big-data analytics -- and at a more compelling price and higher performance than in the past -- what are some of the first steps?

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Do I need to think about the type of data or the type of risk? How do you go about of recognizing that you can now get the technology to do this at an analytics level, but there is still the needed understanding of how to do it at the process and methodological level?

Meyer: We work very closely with our customers and try to separate algorithmic work from the development work. A lot of our customers have more than a few Caltech and MIT PhDs who do the algorithmic definitions. But all of them still need the engine, the machine with its scripting, and fast capability to build those queries right into the system as quickly as possible.

We usually work with these kinds of people, and it is a bit of a team-work effort. We find that that’s a way to figure out what is our value, and what is the value of our customer. Together, it has turned out to be very good teamwork.

Gardner: And you are a consultancy, as well as a services provider? Do you extend into any hosting or do you have a cloud approach? How do you manage the technology for the consulting and services you offer?

Broader questions

Meyer: We expand from the core products and tools into broader questions for people who want a proof of concept (POC) into this new technology. We build those on an ongoing basis. People, as well, want to look at options such as different performances of clouds. They do vary.

So we take on those kinds of consulting work as well, not to mention that sometimes it expands into back-office compliance and sometimes into billing issues. They all relate to the core business of managing portfolios, but yet they are linked.

Very often, we've done those kinds of projects and we see even more of these possibilities as we see compliance as a bigger issue, such as Dodd-Frank as well as Basel III, in the financial world. But they are really no different than many regulations coming on the healthcare side for paperwork management, for example.

Gardner: So that raises the question of the verticals that you expect first. Where is predictive risk assessment and the analytics requirements for that likely to appear first?

They all relate to the core business of managing portfolios, but yet they are linked

Meyer: One thing we have learned from our experience in financial modeling and tools is that there is always a need for people who are totally unskilled in SQL or other query languages to quickly get answers. Although many people have different takes on this, we think we've found some tools that are unique. And we think that these tools will apply to other industries, most particularly to healthcare.

These are big problems, but we think the way we think of it is to start small with a POC or really defining a very small problem and solving it and not trying to take a bite of the entire elephant, so to speak. We find that to be a much better approach to going into new segments and we'll be looking at both insurance and healthcare as two examples.

Gardner: Back to the technology front. Are there any developments in the technology arena that give you more confidence that you can take on any number of data types, information types, and scale and velocity types?

I'm thinking of looking at either cloud or converged infrastructure support of in-memory or columnar architectures. Is there a sense of confidence that no matter what you go to bite off in the market, you have the technology, and the technology partner, to back you up?

Meyer: Dana, that's a great point. We're finding that there is much more maturity in a lot of database technologies that are now coming out.

There is always something new on the horizon, but there are, as you said, columnar architectures and so on. These are already here, and we're constantly experimenting with them.

To your point about cloud infrastructure and where that is going, it's the same thing. We see ParAccel, Amazon, and data warehouses such as Redshift showing us the way where a lot of the technology is becoming very prepackaged. The value-add is to talk to the customer and speed up that process of integration.

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Gardner: I'm afraid we will have to leave it there. We've been talking with Vichara Technologies about how they have gathered some expertise in the financial sector and are now looking to expand into such areas as insurance and healthcare.

So a big thank you to our guest, Tim Meyer, Managing Director at Vichara Technologies in Hoboken, New Jersey. Thank you, Tim.

Meyer: Thank you, Dana.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions. A big thank you also to our audience for joining us in this special new style of IT discussion, coming to you directly from the recent HP Big Data 2014 Conference in Boston. 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 podcast on how one consultancy is looking to expand its horizons for big-data analytics using HP Vertica. Copyright Interarbor Solutions, LLC, 2005-2014. All rights reserved.

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Five Ways to Make Identity Management Work Best Across Hybrid Computing Environments

Transcript of a BriefingsDirect podcast on the basic tenets of identity and access management in a rapidly changing and growing IT world.

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

Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions and you're listening to BriefingsDirect. Today, we present a sponsored podcast discussion on learning new best practices for managing the rapidly changing needs around identity and access management (IAM).

Gardner

Any modern business has been dealing with IAM from day one. But now, with more critical elements of business extending beyond the enterprise, access control complexity has been ramping up due to cloud, mobile, bring your own device (BYOD), and hybrid computing.  And greater complexity forms a major deterrent to secure, governed, and managed control over who and what can access your data and services -- and under what circumstances.

So while cloud gets a lot of attention, those of us working with enterprises daily know that the vast majority of businesses are, and will remain, IT hybrids, a changing mixture of software as a service (SaaS), cloud, mobile, managed hosting models, and of course, on-premises IT systems.

We're here with a Chief Technology Officer for a top IAM technology provider to gain a deeper understanding of the various ways to best deploy and control access management in this ongoing age of hybrid business.

Here to explore five critical tenets of best managing the rapidly changing needs around identity and access management is our guest, Darran Rolls, Chief Technology Officer at SailPoint Technologies in Austin, Texas. Welcome, Darran.

Darran Rolls: Thank you.

Gardner: Darran, changes in IT are forcing a rethinking of deployment models and in user behaviors. Therefore governance of these critical business processes needs to adjust. But let’s just focus on what does not change, despite this hybrid environment we now find ourselves in. There must be some basic, bedrock principles that we can look to that will guide us as we're trying to better manage access and identity.

Rolls: Absolutely, there are, and I think that will be a consistent topic of our conversation today. It's something that we like to think of as the core tenets of IAM. As you very eloquently pointed out in your introduction, this isn't anything new. We've been struggling with managing identity and security for some time. The changing IT environment is introducing new challenges, but the underlying principles of what we're trying to achieve have remained the same. 

Rolls

The idea of holistic management for identity is key. There's no question about that, and something that we'll come back to is this idea of the weakest link -- a very commonly understood security principle. As our environment expands with cloud, mobile, on-prem, and managed hosting, the idea of a weak point in any part of that environment is obviously a strategic flaw.

As we like to say at SailPoint, it’s an anywhere identify principle. That means all people -- employees, contractors, partners, customers, basically from any device, whether you’re on a desktop, cloud, or mobile to anywhere. That includes on-prem enterprise apps, SaaS apps, and mobile. It’s certainly our belief that for any IAM technology to be truly effective, it has to span all for all -- all access, all accounts, and all users; wherever they live in that hybrid runtime.

Gardner: So we're in an environment now where we have to maintain those bedrock principles for true enterprise-caliber governance, security, and control, but we have a lot more moving parts. And we have a cavalcade of additional things you need to support, which to me, almost begs for those weak links to crop up.

So how do you combine the two? How do you justify and reconcile these two realities -- secure and complex?

Addressing the challenge

Rolls: One way comes from how you address the problem and the challenge. Quite often, I'm asked if there's a compromise here. If I move my IAM to the cloud, will I still be able to sustain my controls and management and do risk mitigation, which is what we were trying to get to.

My advice is if you're looking at an identity-as-a-service (IDaaS) solution that doesn’t operate in terms of sustainable controls and risk mitigation, then stop, because controls and risk mitigation really are the core tenets of identity management. It’s really important to start a conversation around IDaaS by quite clearly understanding what identity governance really is.

This isn’t an occasional, office-use application. This is critical security infrastructure. We very much have to remember that identity sits at the center of that security-management lifecycle, and at the center of the users’ experience. So it’s super important that we get it right.

So in this respect, I like to think that IDaaS is more of a deployment option than any form of a compromise. There are a minimum set of table stakes that have to be in place. And, whether you're choosing to deploy an IDaaS solution or an on-prem offering, there should be no compromise in it.

We have to respect the principles of global visibility and control, of consistency, and of user experience. Those things remain true for cloud and on-prem, so the song remains the same, so to speak. The IT environment has changed, and the IAM solutions are changing, but the principles remain the same.

Gardner: I was speaking with some folks leading up to the recent Cloud Identity Summit, and more and more, people seem to be thinking that the IAM is the true extended enterprise management. It's more than just the identity in access, but across services and so essential for extended enterprise processes.

Being more inclusive means that you need to have the best of all worlds. You need to be able to be doing well on-premises as well as in the cloud, and not either/or.

Also, to your point, being more inclusive means that you need to have the best of all worlds. You need to be able to be doing IAM well on-premises, as well as in the cloud -- and not either/or.

Rolls: Most of the organizations that I speak to these days are trying to manage a balance between being enterprise-ready -- so supporting controls and automation and access management for all applications, while being very forward looking, so also deploying that solution from the cloud for cost and agility reasons. 

For these organizations, choosing an IDaaS solution is not a compromise in risk mitigation, it’s a conscious direction toward a more off-the-shelf approach to managing identity. Look, everyone has to address security and user access controls, and making a choice to do that as a service can’t compromise your position on controls and risk mitigation.

Gardner: I suppose the risk of going hybrid is that if you have somewhat of a distributed approach to your IAM capabilities, you'll lose that all-important single view of management. I'd like to hear more, as we get into these tenets, of how you can maintain that common control.

You have put in some serious thought into making a logical set of five tenets that help people understand and deal with these changeable markets. So let’s start going through those. Tell me about the first tenet, and then we can dive in and maybe even hear an example of where someone has done this right.

Focusing on identity

Rolls: Obviously it would be easy to draw 10 or 20, but we like to try and compress it. So there's probably always the potential for more. I wouldn’t necessarily say these are in any specific order, but the first one is the idea of focusing on the identity and not the account.

This one is pretty simple. Identities are people, not accounts in an on-line system. And something we learned early in the evolution of IAM was that in order to gain control, you have to understand the relationships between people -- identities, and their accounts, and between those accounts and the entitlements and data they give access, too.

So this tenet really sits at the heart of the IAM value proposition -- it's all about understanding who has access to what, and what it really means to have that access. By focusing on the identity -- and capturing all of the relationships it has to accounts, to systems, and to data -- that helps map out the user security landscape and get a complete picture of how things are configured.


Gardner: If I understand this correctly, all of us now have multiple accounts. Some of them overlap. Some of them are private. Some of them are more business-centric. As we get into the Internet of Things, we're going to have another end-point tier associated with a user, or an identity, and that might be sensors or machines. So it’s important to maintain the identity focus, rather than the account focus. Did I get that right?

Rolls: We see this today in classic on-prem infrastructure with system-shared and -privileged accounts. They are accounts that are operated by the system and not necessarily by an individual. What we advocate here, and what leads into the second tenet as well, is this idea of visibility. You have to have ownership and responsibility. You assign and align the system and functional accounts with people that can have responsibility.

The consequences of not understanding and accurately managing those identity and account relationships can be pretty significant.

In the Internet of Things, I would by no means say that it's nothing new, because if nothing else, it's potentially a new order of scale. But it's functionally the same thing: Understanding the relationships.

For example, I want to tie my Nest account back to myself or to some other individual, and I want to understand what it means to have that ownership. It really is just more of the same, and those principles that we have learned in enterprise IAM are going to play out big time when everything has an identity in the Internet of Things.

Gardner: Any quick examples of tenet one, where we can identify that we're having that focus on the user, rather than the account, and it has benefited them?

Rolls: For sure. The consequences of not understanding and accurately managing those identity and account relationships can be pretty significant. Unused and untracked accounts, something that we commonly refer to in the industry as "orphan accounts," often lead to security breaches. That’s why, if you look at the average identity audit practice, it’s very focused on controls for those orphan accounts.

We also know for a fact, based on network forensic analysis that happens post-breach, that in many of the high-profile, large-scale security breaches that we've seen over the last two to five years, the back door is left open by an account that nobody owns or manages. It’s just there. And if you go over to the dark side and look at how the bad guys construct vulnerabilities, first things they look for are these unmanaged accounts.

So it’s low-hanging fruit for IAM to better manage these accounts because the consequences can be fairly significant.

Tenet two

Gardner: Okay, tenet two. What’s next on your priority list?

Rolls: The next is two-fold. Visibility is king, and silos are bad. This is really two thoughts that are closely related.

The first part is the idea that visibility is king, and this comes from the realization that you have to be able to capture, model, and visualize identity data before you have any chance of managing it. It’s like the old saying that you can’t manage what you can’t measure.

It’s same thing for identity. You can’t manage the access and security you don’t see, and what you don’t see is often what bites you. So this tenet is the idea that your IAM system absolutely must support this idea of rapid, read-only aggregation of account and entitlement information as a first step, so you can understanding the landscape.

The second part is around the idea that silos of identity management can be really, really bad. A silo here is a standalone IAM application or what one might think of as a domain-specific IAM solution. These are things like an IDaaS offering that only does cloud apps or an Active Directory-only management solution, basically any IAM tool that creates a silo of process and data. This isolation goes against the idea of visibility and control that we just covered in the first tenant.

In education, we say "no child left behind." In identity, we say “no account left behind, and no system left behind.”

You can’t see the data if its hidden in a siloed system. It’s isolated and doesn't give you the global view you need to manage all identity for all users. As a vendor, we see some real-world examples of this. SailPoint just replaced a legacy-provisioning solution at a large US based bank, for example, because the old system was only touching 12 of their core systems.

The legacy IAM system the bank had was a silo managing just the Unix farm. It wasn't integrated and its data and use case wasn’t shared. The customer needed a single place for their users to go to get access, and a single point of password control for their on-prem Unix farm, and for their cloud-based, front-end application. So today SailPoint’s IdentityNow provides that single view for them, and things are working much better.

Gardner: It also reminds me that we need to be conscious of supporting the legacy in the older systems, recognizing that they weren't designed necessarily for the reality we're in now. We also need to be flexible in the sense of being future-proof. So it's having visibility across your models that are shifting in terms of hybrid and cloud, but also visibility across the other application sets and platforms that were never created with this mixture of models that we are now supporting.

Rolls: Exactly right. In education, we say "no child left behind." In identity, we say “no account left behind, and no system left behind.” We also shouldn’t forget there is a cost associated with maintaining those siloed IAM tools, too. If the system only supports cloud, or only supports on-prem, or managing identity for mobile, SaaS, or just one area of the enterprise -- there’s cost. There's a real dollar cost for buying and maintaining the software, and probably more importantly, a soft cost in the end-user experience for the people that have to manage across those silos. So these IAM silos are not only preventing visibility and controls, but there is big cost here, a real dollar cost to the business, as well.

Gardner: This gets closer to the idea of a common comprehensive view of all the data and all the different elements of what we are trying to manage. I think that's also important.

Okay, number three. What are we looking at for your next tenet, and what are the ways that we can prevent any of that downside from it?

Complete lifecycle

Rolls: This tenet comes from the school of identity hard knocks, and is something I’ve learned from being in the IAM space for the past 20 or so years -- you have to manage the complete lifecycle for both the identity, and every account that the identity has access to.

Our job in identity management, our “place” if you will in the security ecosystem, is to provide cradle-to-grave management for corporate account assets. It's our job to manage and govern the full lifecycle of the identity -- a lifecycle that you’ll often hear referred to as JML, meaning Joiners, Movers and Leavers.

As you might expect, when gaps appear in that JML lifecycle, really bad things start to happen. Users don’t get the system access they need to get their jobs done, the wrong people get access to the wrong data and critical things get left behind when people leave.

Maybe the wrong people get access to the wrong data. They're in the Move phase. Then things get left behind when people leave. You have to track the account through that JML lifecycle. I avoid using the term "cradle to grave," but that’s really what it means.

That’s a very big issue for most companies that we talked to. It’s captured in that lifecycle.

In general, worker populations are becoming more transient and work groups more dynamic.

Gardner: So it’s not just orphan accounts, but it’s inaccurate or outdated accounts that don’t have the right and up-to-date information. Those can become back doors. Those can become weak links.

It appears to me, Darran, that there's another element here in how our workplace is changing. We're seeing more and more of what they call "contingent workforces," where people will come in as contractors or third-party suppliers for a brief period of time, do a job, and get out.

It’s this lean, agile approach to business. This also requires a greater degree of granularity and fine control. Do you have any thoughts about how this new dynamic workforce is impacting this particular tenet?

Rolls: It’s certainly increasing the pressure on IT to understand and manage all of its population of users, whether they're short-term contractors or long-term employees. If they have access to an asset that the business owns, it’s the business's fiduciary duty to manage the lifecycle for that worker.

In general, worker populations are becoming more transient and work groups more dynamic. Even if it’s not a new person joining the organization, we’re creating and using more dynamic groups of people that need more dynamic systems access.

It’s becoming increasingly important for businesses today to be able to put together the access that people need quickly when a new project starts and then accurately take it away when the project finishes. And if we manage that dynamic access without a high degree of assured governance, the wrong people get to the wrong stuff, and valued things get left behind.

Old account

Quite often, people ask me if it would really matter when the odd account gets left behind, and my answer usually is: It certainly can. A textbook example of this when a sales guy leaves his old company, goes to join a competitor, and no one takes away his salesforce.com account. He's then spends the next six months dipping into his old company’s contacts and leads because he still has access to the application in the cloud.

This kind of stuff happens all the time. In fact, we recently replaced another IDaaS provider at a client on the West Coast, specifically because “the other vendor” -- who shall remain nameless -- only did just-in-time SAML provisioning, with no leaver-based de-provisioning. So customers really do understand this stuff and recognize the value. You have to support the full lifecycle for identity or bad things happen for the customer and the vendor.

Gardner: All right. We were working our way through our tenets. We're now on number four. Is there a logical segue between three and four? How does four fit in?

Rolls: Number four, for me, is all about consistency. It talks to the fact that we have to think of identity management in terms of consistency for all users, as we just said, from all devices and accessing all of our applications.

Practically speaking, this means that whether you sit with your Windows desktop in the office, or you are working from an Android tablet back at the house, or maybe on your smartphone in a Starbucks drive-through, you can always access the applications that you need. And you can consistently and securely do something like a password reset, or maybe complete a quarterly user access certification task, before hitting the road back to the office.

It’s very easy to think of consistency as just being in the IAM UI or just in the device display, but it really extends to the identity API as well.

Consistency here means that you get the same basic user experience, and I use the term user experience here very deliberately, and the same level of identity service, wherever you are. It has become very, very important, particularly as we have introduced a variety of incoming devices, that we keep our IAM services consistent.

Gardner: It strikes me that this consistency has to be implemented and enforced from the back-end infrastructure, rather than the device, because the devices are so changeable. We're even thinking about a whole new generation of devices soon, and perhaps even more biometrics, where the device becomes an entry point to services.

Tell me a bit about the means by which consistency can take place. This isn't something you build into the device necessarily.

Rolls: Yes, that consistency has to be implemented in the underlying service, as you’ve highlighted. It’s very easy to think of consistency as just being in the IAM UI or just in the device display, but it really extends to the identity API as well. A very good example to explore this concept of consistency of the API, is to think like a corporate application developer and consider how they look at consistency for IAM, too.

Assume our corporate application developer is developing an app that needs to carry out a password reset, or maybe it needs to do something with an identity profile. Does that developer write a provisioning connector themselves? Or should they implement a password reset in their own custom code?

The answer is, no, they don’t roll their own. Instead they should make use of the consistent API-level services that the IAM platform provides -- they make calls to the IDaaS service. The IDaaS service is then responsible for doing the actual password reset using consistent policies, consistent controls, and a consistent level of business service. So, as I say, its about consistency for all use cases, from all devices, accessing all applications.

Thinking about consistency

Gardner: And even as we think about the back-end services support, that itself also needs to extend to on-prem legacy, and also to cloud and SaaS. So we're really thinking about consistency deep and wide.

Rolls: Precisely, and if we don’t think about consistency for identity as a services, we're never going to have control. And importantly, we're never going to reduce the cost of managing all this stuff, and we're never going to lower the true risk profile for the business.

Gardner: We're coming up or our last tenet, number five. We haven't talked too much about the behavior, the buy-in. You can lead a horse to water, but you can't make him drink. This, of course, has an impact on how we enforce consistency across all these devices, as well as the service model. So what do we need to do to get user buy-in? How does number five affect that?

Rolls: Number five, for me, is the idea that the end-user experience for identity is everything. Once upon a time, the only user for identity management was IT itself and identity was an IT tool for IT practitioners. It was mainly used by the help desk and by IT pros to automate identity and access controls. Fortunately, things have changes a lot since then, both in the identity infrastructure and, very importantly, in the end users’ expectations.

The expectation is to move the business user to self service for pretty much everything, and that very much includes Identity Management as a Service as well.

Today, IAM really sits front and center for the business users IT experience. When we think of something like single sign-on (SSO), it literally is the front door to the applications and the services that the business is running. When a line-of-business person sits down at an application, they're just expecting seamless access via secured single sing-on. The expectation is that they can just quickly and easily get access to the things they need to get their job done.

They also expect identity-management services, like password management, access request, and provisioning to be integrated, intuitive, and easy to use. So the way these identity services are delivered in the user experience is very important.

Pretty much everything is self-service these days. The expectation is to move the business user to self-service for pretty much everything, and that very much includes Identity Management as a Service (IDaaS) as well. So the UI just has to be done right and the overall users’ experience has to be consistent, seamless, intuitive, and just easy to deal with. That’s how we get buy-in for identity today, by making the identity management services themselves easy to use, intuitive, and accessible to all.

Gardner: And isn’t this the same as saying making the governance infrastructure invisible to the end user? In order to do that, you need to extend across all the devices, all the deployment models, and the APIs, as well as the legacy systems. Do you agree that we're talking about making it invisible, but we can’t do that unless you're following the previous four tenets?

Rolls: Exactly. There's been a lot of industry conversation around this idea of identity being part of the application and the users’ flow, and that’s very true. Some large enterprises do have their own user-access portals, specific places that you go to carry out identity-related activities, so we need integration there. On the other hand, if I'm sitting here talking to you and I want to reset my Active Directory password, I just want to pick up my iPhone and do it right there, and that means secure identity API’s.

We talked a good amount about the business user experience. It is very important to realize that it’s not just about the end-user and the UI. It also affects how the IDaaS service itself is configured, deployed, and managed over time. This means the user experience for the system owner, be that someone in IT or in the line of business -- it doesn’t really matter who -- has to be consistent and easy to use and has to lead to easier configuration, faster deployment, and faster time-to-value. We do that by making sure that the administration interface and the API’s that support it are consistent and generally well thought out, too.

Intersect between tenets

Gardner: I can tell, Darran, that you've put an awful lot of thought into these tenets. You've created them with some order, even though they're equally important. This must be also part of how you set about your requirements for your own products at SailPoint.

Tell me about the intersect between these tenets, the marketplace, and what SailPoint is bringing in order to ameliorate the issues that the problem side of these tenets identify, but also the solution side, in terms of how to do things well.

Rolls: You would expect every business to say these words, but they have great meaning for us. We're very, very customer focused at SailPoint. We're very engaged with our customers and our prospects. We're continually listening to the market and to what the buying customer wants. That’s the outside-in part of the of the product requirements story, basically building solutions to real customer problems.

Internally, we have a long history in identity management at SailPoint. That shows itself in how we construct the products and how we think about the architecture and the integration between pieces of the product. That’s the inside-out part of the product requirements process, building innovative products that solutions that work well over time.

As SailPoint has strategically moved into the IDaaS space, we’ve brought with us a level of trust, a breadth of experience, and a depth of IAM knowledge.

So I guess that all really comes down to good internal product management practices. Our product team has worked together for a considerable time across several companies. So that’s to be expected. It's fair to say that SailPoint is considered by many in the industry as the thought leader on identity governance and administration. We now work with some of the largest and most trusted brand names in the world, helping them provide the right IAM infrastructure. So I think we’re getting it right.

As SailPoint has strategically moved into the IDaaS space, we’ve brought with us a level of trust, a breadth of experience, and a depth of IAM knowledge that shows itself in how we use and apply these tenets of identity in the products and the solutions that we put together for our customers.

Gardner: Now, we talked about the importance of being legacy-sensitive, focusing on what the enterprise is and has been and not just what it might be, but I'd like to think a little bit about the future-proofing aspects of what we have been discussing.

Things are still changing and, as we said, there are new generations of mobile devices, more biometrics perhaps doing away with passwords and identifying ourselves through the device that then needs to filter back throughout the entire lifecycle of IAM implications and end points.

So when you do this well, if you follow the five tenets, if you think about them and employ the right infrastructure to support governance in IAM for both the old and the new, how does that set you up to take advantage of some of the newer things? Maybe it’s big data, maybe it’s hybrid cloud, or maybe it's agile business.

It seems to me that there's a virtuous adoption benefit that when you do IAM well.

Changes in technologies

Rolls: As you've highlighted, there are lots of new technologies out there that are effecting change in corporate infrastructure. In itself, that change isn’t new. I came into IT with the advent of distributed systems. We were going to replace every mainframe. Mainframes were supposed to be dead, and it's kind of interesting that they're still here.

So infrastructure change is most definitely accelerating, and the options available for the average IT business these days -- cloud, SaaS and on-prem -- are all blending together. That said, when you look below the applications, and look at the identity infrastructure, many things remain the same. Consider a SaaS app like Salesforce.com. Yes, it’s a 100 percent SaaS cloud application, but it still has an account for every user.

I can provide you with SSO to your account using SAML, but your account still has fine-grained entitlements that need to be provisioned and governed. That hasn’t changed. All of the new generation of cloud and SaaS applications require IAM. Identity is at the center of the application and it has to be managed. If you adopt a mature and holistic approach to that management you are in good stead.

If you're not on board, you'd better get on board, because the challenges for identity are certainly not going away.

Another great example are the mobile device management (MDM) platforms out there -- a new piece of management infrastructure that has come about to manage mobile endpoints. The MDM platforms themselves have identity control interfaces. Its our job in IAM to connect with these platforms and provide control over what’s happening to identity on the endpoint device, too.

Our job in identity is to manage identity lifecycles where ever they sit in the infrastructure. If you're not on board, you'd better get on board, because the challenges for identity are certainly not going away.

Interestingly, I'm sometimes challenged when I make a statement like that. I’ll often get the reply that "with SAML single sign-on, the the passwords go away so the account management problem goes away, right?” The answer is that no, they don’t. They're still accounts in the application infrastructure. So good best practice identity and access management will remain key as we keep moving forward.

Gardner: And of course as you pointed out earlier, we can expect the scale of what's going to be involved here to only get much greater.

Rolls: Yes, 100 percent. Scale is key to architectural thinking when you build a solution today, and we're really only just starting to touch where scale is going to go.

It’s very important to us at SailPoint, when we build our solutions, that the product we deliver understands the scale of business today and the scale that is to come. That affects how we design and integrate the solutions, it affects how they are configured and how they are deployed. It’s imperative to think scale -- that’s certainly something we do.

Gardner: Very good. I'm afraid we will have to leave it there. You've been listening to a sponsored BriefingsDirect podcast discussion on new best practices for managing the rapidly changing needs around identity and access management.

We’ve seen how greater complexity is the chief detriment to secured, governed, and responsive ID management. We've also seen how the tried-and-true principles of ID are still there and need to be maintained, even as we face greater scale and greater complexity across more devices, tiers, and across the extended enterprise landscape.

So I want to thank our guest, Darran Rolls, Chief Technology Officer at SailPoint Technologies in Austin, Texas. Thank you so much, Darran.

Rolls: Thank you, Dana, good speaking to you.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions. Thanks also to our audience for joining, and don’t forget to come back to the next BriefingsDirect IT discussion.

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

Transcript of a BriefingsDirect podcast on the basic tenets of identity and access management in a rapidly changing and growing IT world. Copyright Interarbor Solutions, LLC, 2005-2014. All rights reserved.

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