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Eileen Boerger
           President
                           ISV PATH TO CLOUD
                           MOVING YOUR PRODUCT FROM ON-PREMISE ON-DEMAND
       February 28, 2012




SaaS University
ON-PREMISE TO ON-DEMAND



Business objectives?
Licensing model?
                            On-demand software
New features?                    product
Leverage current product?




                               Modularity
                               Security
Current on-premise             Multi-tenancy
 software product              Scalability
LEVELS OF SAAS MATURITY




1. Internet-accessible     2. Configurable per
One instance per           customer
customer




3. Multi-tenant             4. Fully
efficient                   scalable, configurable,
                            Multi-tenant
SAAS SOFTWARE LAYERS


            Browser/Thin Client


            Presentation Layer


                       Business Logic
 Metadata
 Services




                        Business
            Services

                        Services
            Security




            Data Access Layer


                   Database

            Maturity Level 4
SAAS SOFTWARE ARCHITECTURE -- CHARACTERISTICS

                                                     Browser/Thin Client


                                                     Presentation Layer


                                                                Business Logic




                                          Metadata
                                          Services




                                                                Business
                                                     Services

                                                                Services
                                                     Security
                                                     Data Access Layer


                                                            Database


                                                     Maturity Level 4
KEY FACTORS OF SAAS ENABLEMENT


                 Factor                                Considerations
                                   oUnderstand business objectives, including licensing model
 Business and project planning     oAssessment of current product and skills needed
                                   oIncremental project plan or new product development


                                   oSupport for multi-tenancy
 Architectural Planning            oScalability and manageability considerations
                                   oTechnical approach and use of current product
                                   oFlexible processes for requirements, change management,
 Development and service process   development and testing
 restructuring                     oAdopt agile methodology for development
                                   oCustomer service model
                                   oAll or subset of current product features
 Well-articulated requirements     oModernization of user Interface
                                   oAdditional features required
                                   oMore flexible and maintainable Infrastructure
 Infrastructure migration
                                   oBalance resources between existing product and SaaS
 Existing product support          enablement-how?
WHY AGILE WORKS FOR SAAS DEVELOPMENT




                                         New and
                                                                              CorSource
     New Product                        Changing
                                                                               Software
       (SaaS)                          Requirements
                                                                             Development


• New business model            • Not fully known at start         •     Predictable schedule
• New interaction model         • Need to involve clients          •     Incremental dev
• New features                  • Need to evolve over time         •     Short iterations
                                                                   •     Working iterations
                                                                   •     Quick evolution

                   Agile methodologies foster product evolution during
                    development resulting in products that better meet
                                customer requirements.
KEY BENEFITS OF AGILE METHODOLOGIES


     Key Characteristic                            Key Benefits
 Predictable Delivery      o Can predict product delivery with more accuracy
 Schedule
 Flexible requirements     o More rapid response to changing requirements over time

 Iterative – incremental   o Allows business and technology to stay in sync
 development               o Able to maintain a sustainable rate of development
 Continuously working      o Development and testing in sync at all times
 software                  o Few quality issues at end of full development
                           o Can demo and get feedback continuously
 Team orientation          o Gain understanding and buy-in of full team, including
                             customers in many cases
                           o Monitor and improve team performance over time
EVOLUTION OR REVOLUTION?
SAAS ENABLEMENT STEPS-EVOLUTIONARY APPROACH

                                                                          SaaS
                                                                         Product
Enable high Scalability
Add tenant awareness / admin. tools                                              4
Add configurability / product partitions
                                                                                 3
Enable service-oriented components
                                                                     Levels of   2
Decrease infrastructure cost
                                                                     Maturity
Deploy as multi-instance                   SaaS-ready                            1
Restructure business processes
Web-enable product
Modernize legacy code                                   Preparing for SaaS
Plan SaaS incrementally
Support legacy



         Current
         Product
RETAIL SOFTWARE COMPANY – CURRENT PRODUCT TECHNOLOGIES




                            Product Development               Current Product
    Business Needs                 Needs                       Technologies
o   Grow business in mid-   o   Help on planning Saas     o   Delphi
    market with SaaS            enablement                o   Crystal Reports
    product                     Additional resources to
                            o                             o   Sharepoint
o   Deliver SaaS product        develop SaaS product
    ASAP




                            SaaS Enablement Example
KEY OBJECTIVES - PRIORITIES



  Priority                          Objective
    High     Launch SaaS product ASAP (to capture market share
             with smaller businesses)
  Medium     o Move to up-to-date technology

             o Improve software’s extensibility to partners

             o Improve user interface and functionality
             o Support product segmentation / modular deployment




                     SaaS Enablement Example
PLANNING TENETS / ASSUMPTIONS
PRIMARY TECHNOLOGY CHOICES



                 Selected
     Area                                             Rationale
                Technology
Application    Microsoft .NET   Company X has current skills and foundational
Architecture                    architecture. Other option is Java, which provides no
                                significant advantages.
GUI Platform   Microsoft        Aligns best with .NET. Scripting / rapid development
               ASP.NET          choices such as PHP or Ruby on Rails do not provide
                                the robustness and flexibility required of enterprise
                                software.
Database       Microsoft SQL    Company X has current skills and foundational
Management     Server           architecture. SQL Server 2005 has reached par with
System                          Oracle, DB2, and open source alternatives (e.g. MySQL)
                                for all but the highest transaction loads.
SOFTWARE ARCHITECTURE – CURRENT PRODUCT


                       Presentation   Application      Services     Business   Persistence   Data Storage
        Core Product




                             Delphi Visual                           Delphi     Delphi        Microsoft
                             Components                               BOs       DAOs            SQL
                                                                                               Server

Today
        E-Commerce




                        Browser       ASP.NET           WCF
                                                       Service




                                                    Retail Software Company
SOFTWARE ARCHITECTURE – UPDATED CURRENT PRODUCT


                       Presentation   Application      Services     Business   Persistence   Data Storage
        Core Product




                                                                     Delphi     Delphi        Microsoft
                                                                      BOs       DAOs            SQL
                                                                                               Server
                                                                      .NET       .NET
Today                                                               Wrapper    Wrapper
        E-Commerce




                        Browser       ASP.NET           WCF
                                                       Service




                                                    Retail Software Company
SOFTWARE ARCHITECTURE – STEP TO FUTURE PRODUCT


                       Presentation   Application      Services     Business   Persistence   Data Storage
        Core Product




                             Delphi Visual                           Delphi     Delphi        Microsoft
                             Components                               BOs       DAOs            SQL
                                                                                               Server
                                                                      .NET       .NET
Today                                                               Wrapper    Wrapper
        E-Commerce




                        Browser       ASP.NET           WCF
                                                       Service




 Future                 Browser       ASP.NET           WCF
                                                       Service




                                                    Retail Software Company
SOFTWARE ARCHITECTURE – FUTURE PRODUCT


                       Presentation   Application      Services     Business   Persistence   Data Storage
        Core Product




                             Delphi Visual                           Delphi     Delphi        Microsoft
                             Components                               BOs       DAOs            SQL
                                                                                               Server
                                                                      .NET       .NET
Today                                                               Wrapper    Wrapper
        E-Commerce




                        Browser       ASP.NET           WCF
                                                       Service




                                                        WCF           .NET       .NET         Microsoft
 Future                 Browser       ASP.NET          Service        BOs        DAOs           SQL
                                                                                               Server




                                                    Retail Software Company
FIVE PHASES TO SAAS – RETAIL SOFTWARE COMPANY

                                                                                  o Applic. is multi-tenant-aware
                                                                                  o Functional enhancements
                              1. Web Enable                                       o Partitionable UI
                                                                                  o Separate DB for each tenant (in a
                                                                                    single DB instance)
o   Web UI (ASP.NET)                                                              o Load testing
o   UI enhancements
o   Light services layer (WCF)                                    2. SaaS Launch
o   Use current Delphi BOs/DAOs                                                       o    Multi-tenant DB
o   Customizability (forms designer, plug-ins, …)                                     o    Tenant-aware admin tool
o   Data integrations (e.g. offline POS)                                              o    Migration tool
o   Migrate Crystal to the Web                                                        o    Functional enhancements
o   Include SharePoint Services                                         3. True   SaaSo    Still set up by Prof. Svcs.



                                                                 incremental deployment as needed
                                                            4. Complete Technology Migration
          o .NET Business Objects
          o .NET Data Access Objects                                                             o Optional phase
          o Complete services set (plus refactored object                                        o Refactor DAOs
            model, SPROCS, updated UI, etc.)
          o Active Directory                                                            5. Extreme Scalability

                                Year 1 2H                   Year 2 2H     Year 3 1H          Year 3 2H
KEY LESSONS LEARNED
SUMMARY OF KEY SAAS ENABLEMENT STEPS

                Key Step                                Key Elements of Step
                                               Target market requirements and timing
 Identify business objectives              o

                                           o   Business process changes
                                           o   Licensing model
                                               SaaS planning and development experience
 Determine outsourcing strategy            o

                                           o   Value-added onshore presence
                                           o   Current product support
                                               Phased approach vs “big-bang”
 Develop high-level SaaS product           o

                                           o   New features needed for this market
 roadmap
                                               Current product SaaS suitability assessment
 Determine technology approach and         o

                                           o   Key technologies to be used
 software architecture                     o   Architecture considerations
                                               Phases and deliverables, including “sprint” plans
 Develop overall project plan, including   o

                                           o   Resources, schedule, cost
 infrastructure plan                       o   Infrastructure needed
                                               Minimum necessary to keep product competitive
 Plan and provide existing product         o

                                           o   Balance resources between existing product and SaaS
 support                                       enablement
CorSource Technology Group

       Eileen Boerger
  eboerger@corsource.com
      (503) 726-4560
    www.corsource.com
Presented by:


THANK YOU   Eileen Boerger
            eboerger@corsource.com
            503-726-4560




            www.CorSource.com

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Cor source solutions on premise to on demand saas u 2 2012

  • 1. Eileen Boerger President ISV PATH TO CLOUD MOVING YOUR PRODUCT FROM ON-PREMISE ON-DEMAND February 28, 2012 SaaS University
  • 2. ON-PREMISE TO ON-DEMAND Business objectives? Licensing model? On-demand software New features? product Leverage current product? Modularity Security Current on-premise Multi-tenancy software product Scalability
  • 3. LEVELS OF SAAS MATURITY 1. Internet-accessible 2. Configurable per One instance per customer customer 3. Multi-tenant 4. Fully efficient scalable, configurable, Multi-tenant
  • 4. SAAS SOFTWARE LAYERS Browser/Thin Client Presentation Layer Business Logic Metadata Services Business Services Services Security Data Access Layer Database Maturity Level 4
  • 5. SAAS SOFTWARE ARCHITECTURE -- CHARACTERISTICS Browser/Thin Client Presentation Layer Business Logic Metadata Services Business Services Services Security Data Access Layer Database Maturity Level 4
  • 6. KEY FACTORS OF SAAS ENABLEMENT Factor Considerations oUnderstand business objectives, including licensing model Business and project planning oAssessment of current product and skills needed oIncremental project plan or new product development oSupport for multi-tenancy Architectural Planning oScalability and manageability considerations oTechnical approach and use of current product oFlexible processes for requirements, change management, Development and service process development and testing restructuring oAdopt agile methodology for development oCustomer service model oAll or subset of current product features Well-articulated requirements oModernization of user Interface oAdditional features required oMore flexible and maintainable Infrastructure Infrastructure migration oBalance resources between existing product and SaaS Existing product support enablement-how?
  • 7. WHY AGILE WORKS FOR SAAS DEVELOPMENT New and CorSource New Product Changing Software (SaaS) Requirements Development • New business model • Not fully known at start • Predictable schedule • New interaction model • Need to involve clients • Incremental dev • New features • Need to evolve over time • Short iterations • Working iterations • Quick evolution Agile methodologies foster product evolution during development resulting in products that better meet customer requirements.
  • 8. KEY BENEFITS OF AGILE METHODOLOGIES Key Characteristic Key Benefits Predictable Delivery o Can predict product delivery with more accuracy Schedule Flexible requirements o More rapid response to changing requirements over time Iterative – incremental o Allows business and technology to stay in sync development o Able to maintain a sustainable rate of development Continuously working o Development and testing in sync at all times software o Few quality issues at end of full development o Can demo and get feedback continuously Team orientation o Gain understanding and buy-in of full team, including customers in many cases o Monitor and improve team performance over time
  • 10. SAAS ENABLEMENT STEPS-EVOLUTIONARY APPROACH SaaS Product Enable high Scalability Add tenant awareness / admin. tools 4 Add configurability / product partitions 3 Enable service-oriented components Levels of 2 Decrease infrastructure cost Maturity Deploy as multi-instance SaaS-ready 1 Restructure business processes Web-enable product Modernize legacy code Preparing for SaaS Plan SaaS incrementally Support legacy Current Product
  • 11. RETAIL SOFTWARE COMPANY – CURRENT PRODUCT TECHNOLOGIES Product Development Current Product Business Needs Needs Technologies o Grow business in mid- o Help on planning Saas o Delphi market with SaaS enablement o Crystal Reports product Additional resources to o o Sharepoint o Deliver SaaS product develop SaaS product ASAP SaaS Enablement Example
  • 12. KEY OBJECTIVES - PRIORITIES Priority Objective High Launch SaaS product ASAP (to capture market share with smaller businesses) Medium o Move to up-to-date technology o Improve software’s extensibility to partners o Improve user interface and functionality o Support product segmentation / modular deployment SaaS Enablement Example
  • 13. PLANNING TENETS / ASSUMPTIONS
  • 14. PRIMARY TECHNOLOGY CHOICES Selected Area Rationale Technology Application Microsoft .NET Company X has current skills and foundational Architecture architecture. Other option is Java, which provides no significant advantages. GUI Platform Microsoft Aligns best with .NET. Scripting / rapid development ASP.NET choices such as PHP or Ruby on Rails do not provide the robustness and flexibility required of enterprise software. Database Microsoft SQL Company X has current skills and foundational Management Server architecture. SQL Server 2005 has reached par with System Oracle, DB2, and open source alternatives (e.g. MySQL) for all but the highest transaction loads.
  • 15. SOFTWARE ARCHITECTURE – CURRENT PRODUCT Presentation Application Services Business Persistence Data Storage Core Product Delphi Visual Delphi Delphi Microsoft Components BOs DAOs SQL Server Today E-Commerce Browser ASP.NET WCF Service Retail Software Company
  • 16. SOFTWARE ARCHITECTURE – UPDATED CURRENT PRODUCT Presentation Application Services Business Persistence Data Storage Core Product Delphi Delphi Microsoft BOs DAOs SQL Server .NET .NET Today Wrapper Wrapper E-Commerce Browser ASP.NET WCF Service Retail Software Company
  • 17. SOFTWARE ARCHITECTURE – STEP TO FUTURE PRODUCT Presentation Application Services Business Persistence Data Storage Core Product Delphi Visual Delphi Delphi Microsoft Components BOs DAOs SQL Server .NET .NET Today Wrapper Wrapper E-Commerce Browser ASP.NET WCF Service Future Browser ASP.NET WCF Service Retail Software Company
  • 18. SOFTWARE ARCHITECTURE – FUTURE PRODUCT Presentation Application Services Business Persistence Data Storage Core Product Delphi Visual Delphi Delphi Microsoft Components BOs DAOs SQL Server .NET .NET Today Wrapper Wrapper E-Commerce Browser ASP.NET WCF Service WCF .NET .NET Microsoft Future Browser ASP.NET Service BOs DAOs SQL Server Retail Software Company
  • 19. FIVE PHASES TO SAAS – RETAIL SOFTWARE COMPANY o Applic. is multi-tenant-aware o Functional enhancements 1. Web Enable o Partitionable UI o Separate DB for each tenant (in a single DB instance) o Web UI (ASP.NET) o Load testing o UI enhancements o Light services layer (WCF) 2. SaaS Launch o Use current Delphi BOs/DAOs o Multi-tenant DB o Customizability (forms designer, plug-ins, …) o Tenant-aware admin tool o Data integrations (e.g. offline POS) o Migration tool o Migrate Crystal to the Web o Functional enhancements o Include SharePoint Services 3. True SaaSo Still set up by Prof. Svcs. incremental deployment as needed 4. Complete Technology Migration o .NET Business Objects o .NET Data Access Objects o Optional phase o Complete services set (plus refactored object o Refactor DAOs model, SPROCS, updated UI, etc.) o Active Directory 5. Extreme Scalability Year 1 2H Year 2 2H Year 3 1H Year 3 2H
  • 21. SUMMARY OF KEY SAAS ENABLEMENT STEPS Key Step Key Elements of Step Target market requirements and timing Identify business objectives o o Business process changes o Licensing model SaaS planning and development experience Determine outsourcing strategy o o Value-added onshore presence o Current product support Phased approach vs “big-bang” Develop high-level SaaS product o o New features needed for this market roadmap Current product SaaS suitability assessment Determine technology approach and o o Key technologies to be used software architecture o Architecture considerations Phases and deliverables, including “sprint” plans Develop overall project plan, including o o Resources, schedule, cost infrastructure plan o Infrastructure needed Minimum necessary to keep product competitive Plan and provide existing product o o Balance resources between existing product and SaaS support enablement
  • 22. CorSource Technology Group Eileen Boerger eboerger@corsource.com (503) 726-4560 www.corsource.com
  • 23. Presented by: THANK YOU Eileen Boerger eboerger@corsource.com 503-726-4560 www.CorSource.com