End User Computing Solutions

for Financial Services

Muthu Somasundaram, VMware

Erick Stoeckle, Northrim Bank

EUC5813

#EUC5813

2 2

Financial Services Transformation

Forcing End User Computing Change

Cost Reduction Time to Market Mobilization

Automation

Forcing End-User Computing Change

3 3

Top Investments Planned in FY2013 – Financial Services

Source: Gartner March 2013; Financial Services CEO and Business Executives Survey

Top technology-

related investments

in FY2013

4 4

51%

49%

38%

35%

34%

29%

28%

27%

26%

25%

24%

23%

18%

18%

16%

IT can expedite deployment of new apps/services

Do more w/ current IT staff

Faster T2M for new services

IT can facilitate innovation & pilot projects

Rapid provisioning of end users on any device

Improved customer satisfaction

End users can access apps from anywhere

Better partnership between IT & business

Complete set of config, perform & capacity mgt tools

Better able to provide IT capacity during high volume

Ability to chargeback IT services

Standards for building apps deployed on virt environment

End users can self-provision services

Securely move services across public/private infrastructure

Able to use IT to create new revenue streams

4

Top 15 Benefits Sought

N = 101

Customers from the financial

services industry want to:

VMware Survey – Tech Validate, Blind Survey, Oct 2012 – Sample = 101

Expedite deployment of new apps and services

Do more with their current IT staff

Improve access

Financial Services Customers Seek Efficiency

5 5

Business and Technology Transformation Are Connected

Industry & Infrastructure Transformation

Data/Application Transformation

Consumption & Delivery Transformation

Legacy Apps SaaS Apps/Services Analytics New Apps

IT Today IT Tomorrow

6 6

Journey to Modernize Desktops and Applications

1980-? 2010-15

Complex & Brittle

Information &

App Silos

Industry Infrastructure Technology Transformation

Secure,

Universal

Access to

Information

We must be able to adopt the cloud in a non-disruptive

and evolutionary way

Client/Server Apps

Fully Loaded

Desktop

Hybrid Legacy/SaaS

Any Device

Secure Collaboration

7 7

Financial Services – Key Business Drivers*

* Source: IDC Financial Insights Predictions 2013

Reduce costs

and increase

efficiency

Time to market

too slow for new

products and

functionality

Security and data loss

prevention in the

mobile realm

Compliance to

financial industry

regulations

Tackling the risks

and opportunities

with “mobility”

Mergers and acquisitions,

requiring IT teams to

quickly integrate new

firms into the organization

Service availability

8 8

VMware EUC Financial Services Industry Solutions

Support business continuity planning

for desktops and applications

Eliminate re-write of applications

BYOD support

Seamlessly migrate to Windows 7

Enhanced security and compliance

Empower workforce and improve retentivity

Branch Office Desktop AlwaysOn Workplace

Support all retail bank and wealth

management branches

Extend operational excellence

to branches

Disaster recovery and business

continuity

Centralized management

of infrastructure

9 9

VMware AlwaysOn Workplace Solution

10 10

Wealth Management

Advisors

Insurance Agents

Executives

Claims Adjustors

Key User Profiles for AlwaysOn Workplace Solution

11 11

Must-Haves for Our Target User Profiles

Security

Generic or auto login, shared passwords

are not compliant

Must be lightweight yet strong

Mobility

Highly mobile workforce needs workspace that

must roam – on or off premise

Device agnostic

Availability

Desktops in the cloud demand continuous service

Planned or unplanned downtime not acceptable

for customer-facing employees

12 12

First Step – Deliver Desktops and Apps as a Managed Service

Persona

Applications

Operating System

Centralize

Management

Aggregate

Apps To Single

Workspace

Display to

Any Device

A Managed Service Model with

VMware View and ThinApp

13 13

All Apps Available from Single Desktop

14 14

VMware AlwaysOn™ Workplace Solution Design

http://www.vmware.com/files/pdf/solutions/VMware-AlwaysOn-Solution-Datasheet.pdf

• Tested / Validated

• Multi-Path

• Constant Replication

• End-to-End Redundancy

• Stateless Desktop

• Support BYOD and

Session Persistence

Across Subnets

User

authenticates

and connects

to Site A

Site A Fails

User’s View

Session

Drops/Fails

User re-

authenticates

User is

automatically

connected to

Site B

15 15

AlwaysOn Workplace Considerations

Identify and start with the right use cases

Take advantage of low cost architectures (Horizon View vFastTrack

architecture)

Understand “Content Creation” and “Content Consumption” user

profiles and select the technology (Horizon View, Horizon

Workspace and Horizon Mirage) to enable users to be highly

productive.

16 16

Benefits of AlwaysOn Workplace

Supports

unbounded

mobility

of the

end user

Secure and

compliant

workplace,

since data

and desktops

never leave

the

datacenter

“Non-stop”

service

availability

Delivers the

“last mile”

in availability

and business

continuity

Transforms

desktops into

appliance-grade

devices with

complete

support for

VoIP, video

and unified

communications

Leverages

infrastructure

of private

cloud

17 17

VMware Branch Office Desktop Solution

18 18

Key Use Cases for Branch Office Desktop Solution

Wealth Management

Offices

Retail Bank

Branches

19 19

Must-Haves for Branch Offices

Security

Must be lightweight yet strong

Localized Execution

The user experience must be on par with local

desktops at the branches

Centralized Management

Give IT the ability to manage all the branch

infrastructure from one single location

20 20

Branch Offices – Models

• Many servers local • Low reliance on WAN • Complexity, high cost • Service guarantees

Datacenter/ Cloud

Branch Office

• No local servers • Full reliance on WAN • Simplicity, low cost • No service guarantees

Serverless Branch

Datacenter/ Cloud

WAN/Internet

Branch Office

Datacenter/ Cloud

WAN/Internet

Branch Office

• 1–2 local servers • Full reliance on WAN

except for mission- critical applications

WAN/Internet

Lean Branch Full-Service Branch

21 21

Branch Office Desktop Solution Options

Availability

Low-touch IT

in the branch

Central image

management

Local execution

across the WAN

Horizon View +

Riverbed / Cisco Management Performance

Availability

Fast DR and

image recovery;

Low-touch IT

in the branch

Central image

management

Local execution

Management Performance Horizon View +

Mirage

22 22

Branch Office Desktop Solution with Horizon Mirage

Local performance with fast application response times across the WAN to enhance end-user productivity

Streamlined remote image management for physical endpoints and virtual clients to deliver just-in-time desktops and drive down operational costs

Centralized data management with policy-driven access for enhanced data security and compliance

23 23

Branch Office Desktop Solution with Riverbed

True local performance

Benefits

VIRTUAL DESKTOPS

VMware

View Manager

WAN

Steelhead EX + Granite Steelhead

Granite Core

Use Granite to “project” VDI VMs to the branch

Continue to get the benefits of VDI

Desktops are still in the datacenter from a storage, management, patching & security perspective

VDI on the LAN, not the WAN

WAN bandwidth significantly reduced - no need to be sized for VDI

Lower SAN IOPS requirement

Read/Write bursts absorbed locally

SAN sees trickled writes and a few reads

24 24

Benefits of Branch Office Desktop Solution

WAN

Resiliency:

No

dependency

on WAN

connectivity

or latency

Local

Execution:

View sessions

execute over

local LAN

Support for

peripherals

at LAN speed,

with full support

for VoIP, video

and unified

communications

Centralized

Management

via Horizon

View and

Horizon Mirage

Leverages

infrastructure

of private

cloud

25 25

VMware vSphere

EUC Solutions Build Upon the Private Cloud Foundation

Storage Compute Network Desktops Applications

Financial IT Services

27 27

Northrim Bank – Success Story with VMware Horizon View

28 28

Northrim Bank

Business Drivers for VDI

• Simplicity for business continuity

• Centralized management

• Secure mobility through VMware View and mobile devices

Business Drivers Cisco UCS E-Series blades (“Branch in a Box”)

• Consolidation of devices, lower power and cooling costs

• Consolidation of management for devices

• Lower number of physical connections but has same redundancy.

• Support for branch devices are consistent with same vendor and covers

hardware and software including VMware Hypervisor support

• Low latency for USB redirected devices on premise vs. over WAN

• Multiple Cisco routers and UCS E-Series blades per remote site for vMotion /

vSAN redundancy

• Unified Communications options within virtualized branch

29 29

Northrim Bank

Branch Redundancy Deployment

Hypervisor

iLIO

Cisco ISR / UCS E-Series

Hypervisor

iLIO

Sync

MPLS - Primary Internet - Secondary

Primary Datacenter

Secondary Datacenter

Cisco ISR / UCS E-Series

30 30

Northrim Bank

Best Practices and Lessons Learned

• Baseline your solution utilizing Login VSI to know your boundaries

• iLIO provides lower latency and higher IO on local storage. These lower

attributes also lower CPU wait time and per VM CPU was able to be reduced

to 1 with the same end-user response experience.

• Plan for VPC growth, a better end-user experience is contagious

• Have a Business Continuity Plan for VPCs either local or remote, preconfigure

the pools and train users

• USB redirect is latency sensitive ensure QoS stability for USB redirection over

the WAN. (TCP/4172 bi-directional)

• USB redirect can/will disconnect if the “Allow the computer to turn off this

device to save power” is enabled on USB root hub on local workstation

31 31

Resources

ROI/TCO Calculator http://roitco.vmware.com/vmw/

AlwaysOn Workplace Solution Website: http://www.vmware.com/always-on-

desktop/overview

Branch Office Desktop Solution Website: http://www.vmware.com/remote-

branch/remote-branch-office

Horizon View vFastTrack Partner Architectures:

http://www.vmware.com/products/horizon-view/vmware-horizon-view-vfast-

reference-architectures

32 32

Other VMware Activities Related to This Session

HOL:

HOL-MBL-1301

Horizon View from A to Z

Group Discussions:

EUC1002-GD, EUC1003-GD

Overall EUC with Scott Davis or John Dodge

THANK YOU

End User Computing Solutions

for Financial Services

Muthu Somasundaram, VMware

Erick Stoeckle, Northrim Bank

EUC5813

#EUC5813