1. @LiaisonTech
Cloud Services Brokerage
Demystified

2. @LiaisonTech
Topics
• Cloud Services Brokerage
– Emergence
– Business Challenges
– Definition in the context of business processes & integration
• Benefits of using a Cloud Services Broker
• Factors to consider about whether to seek a Cloud
Services Broker
• Transformation and evolution of IT roles
• Sample business case(s)
• Keys for success
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3. @LiaisonTech
Emergence of Clouds Services Brokerage - Integration
Types
• Types of integration
– On-premise to on-premise
• Intra-enterprise
• Application-to-Application (A2A)
– Business-to-Business (B2B)
• Inter-enterprise
• E-commerce
• EDI/VAN
• MFT
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4. @LiaisonTech
Emergence of Cloud Services Brokerage
• Emerging cloud based services
– Breakdown of integrated systems (SAP/Oracle) now Software as a Service
– Data as a Service
– Every company will encounter multiple third-party cloud services:
• SalesForce.com
• SugarCRM
• Concur
• Kronos
• StrikeIron
• MercuryGate
• NetSuite
• Integration needs to solve for
– Published API’s that are complex
– On-premise to cloud & cloud to on-premise
– Cloud to Cloud
– Cloud Services Brokerages to Cloud Services Brokerages
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5. @LiaisonTech
Business Challenges - Increasing Complexity and Risk
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• Acceptance of cloud
applications, iPaaS,
SaaS, DaaS
• How to implement &
maintain control
over data without
disruption?
• Growing & changing
number of data
sources, formats,
points
• How to govern data
integrity & quality? Growing
• Cannot keep up
with pace of
change and still
respond to
business needs
• How to overcome
barriers to
adoption?
Number &
Diversity of
Connections
• Need to identify,
categorize, and
segment key
information
• How to consume,
harmonize,
manage, leverage,
enrich and
integrate?
Big Data
Looming
Emerging
Cloud-Based
Systems
Developing
Standards

6. @LiaisonTech
Emergence - Cloud-Based Data Centric
Services
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Application Centric Cloud Services
• Insulated from complexity to keep the
business model intact
• Very focused and optimized in a specific
business process or “use case”
• Leverage and scale is “the” key to
sustainability and business health
Users of Cloud Services
• Dynamic needs across a wide
range of applications and services
• Growing variation and volume of
data needed to drive the business
• Regulatory Compliance necessitates
a somewhat reactive posture
Infrastructure & Data
Centric Services
Workflow
Rules Engine
Cloud Brokerages
• Bridge the needs of Users and Application centric
Cloud Services
• Business model is built on embracing and managing
complexity, providing a simplified interface to both
Users and Cloud Service Providers
Customer
”Big Data”
Cost Controls
Innovation
Compliance
Time to Market
USERS CLOUD BROKERAGE
SFA
CRM
Other
HR
Semantic
Integration
Data Translation
& Harmonization
Complexity Buffer
Complexity Buffer
CLOUD APPLICATIONS

7. @LiaisonTech
Definition of Cloud Services Brokerage
• Normalizes and simplifies consumption by consolidating
multiple third party services into one
– Brokering connections to these clouds and helping customers
leverage these services.
– Includes the bundling of services/connections to other clouds,
data enrichment and value-add for integrated business
processing. – Gartner
– Provides value by aggregating, normalizing, customizing and
enhancing information
– Helps avoid a new point-to-point connection problem by being
a ‘hub’
• Needs to be ‘data aware’ and an expert in data
integration and data management
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8. @LiaisonTech
Definition Cloud Services Brokerage
• Buffers customers from technical
details of interacting with these clouds
– Integration skills, platform, tools
– Provides managed services
– Customers call upon services as needed
for updates and new projects
• Sometimes called:
– Cloud Integration Brokerage
– Integration Platform as a service (iPaaS)
– Enterprise Application Integration (EAI) in
the cloud
– Service Oriented Architecture (SOA) in
the cloud
– Enterprise Service Bus (ESB) in the Cloud
– Integration in the cloud
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Experts
(Services)
Integration
Tools
Platform

9. @LiaisonTech
Cloud Services Brokerage – Professional
Services
• Management consulting
– Process optimization
– Project planning
– Domain expertise & specialization
• Solution architecture
• Service aggregation & centralized governance
• Customization & implementation (SDLC)
– Cloud Services Brokerage
– On-going managed services & operations support
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10. @LiaisonTech
Cloud Services Brokerage Platform & Tools
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• Data management
– Data quality
– Data integrity
– Data enrichment
• Data transformation
• Any-to-Any data integration
• Secure data transactions
– Connections
– Data In transit
– Data at rest
– Encryption
– Tokenization
• Extended visibility and
activity monitoring

11. @LiaisonTech
Factors to Consider in Seeking Outside Help
• Capabilities for cloud integration
– Quickly establishing and maintaining
connections, services & API’s
– Increasing number of disparate
systems and business relationships
– Increasing variety of data
– Handling the hybrid of fixed internal &
external systems integration needs
– Sharing information between clouds
– Ability to synchronize data across
cloud platforms
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12. @LiaisonTech
Benefits of Using a Cloud Services Broker
• Simplification
– Relationship with a single provider
– Single point of entry to multiple clouds
– Singular façade with coherent, uniform services
– Provides a common visibility layer
– Handles security, certificates
– Directs transaction to destination
– Seamless integration whether on-premise or cloud-based business
services
• Allows businesses to focus on their core competency vs.
learning how to interact with new cloud services
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13. @LiaisonTech
Benefits of Using a Cloud Services Broker
• Can start small and can leverage services as business
scales or encounters significant events like:
– Changing distribution methods or channels
– Trying out new lines of business
– Mergers & acquisitions and divestiture
– Business partners coming and going
• Future proofing - ensure that business stays up with
latest technologies
• Fast time to deployment
• Cost considerations
– Fixed (predictable) pricing
– Shift from capital expense to operating expense
• Increased reliability
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14. @LiaisonTech
Benefits of Using a Cloud Services Broker
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• Customers have access to subject matter experts on
demand with:
– Experience connecting systems and working with cloud-based
services
– Best practice domain expertise (holistic vs. project focused)
– Experience in many vertical markets and solving many types of
complex integration challenges
– A trusted advisor role
• Unique specialty in addressing the data layer level
– Resolving data quality issues at the source (breaking through
information silos on behalf of customers)
– Enriching data, adding significant value to services
– Enabling analytics and business intelligence

15. @LiaisonTech
Transformation of IT’s Role
• Cloud Services Brokers handling complex data
integration shifts the focus for IT to refining business
processes and innovation
• Focus on core business and partnering with the
business
– Business model design
– Value networks
– Business processes that deliver sustained competitive
advantage
• Find new methods and avenues to differentiate &
compete
– Try new things at low risk/cost, freedom to experiment
– Enable new distribution channels
– Think of new ways to leverage technology
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16. @LiaisonTech
Evolution of IT’s Role
• Increasing business strategy alignment
– What to leverage from 3rd parties
– How to apply services to achieve business goals
• Managing an ecosystem of partners and vendor
relationships & orchestration
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17. @LiaisonTech
Case Study - Solution & Results
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Challenge Solution Results
 Urgent need to migrate away
from current provider that
was a fulfillment partner and
integration is not their core
competency and not
extensible
 Need to integrate with online
stores, multiple partners,
multiple fulfillment partners
 Need to provide order
management, stock checks,
tax calculations, real time
credit card authorization,
financial processing,
fulfillment processing
 Need to provide current,
accurate, complete product
information and pricing
across the enterprise
 Need to have agility for rapid
changes moving forward
 Outsourced partner
integration
 Outsourced transaction
processing
 Advanced routing capabilities
 MDM hosted solution
 Develop governance &
extracts from multiple
sources
 Provided discrepancy
reporting
 Migrated customer off of
fulfillment partner
 Provided real time stock
checks, calculations and
transaction processing
 Single data source
reduces errors between
online and customer systems
 Lower costs
 Ability to scale for new
acquisitions and expanding
markets
 Allows more focus on core
business

18. @LiaisonTech
Case Study Business Processes
• Inventory/stock check
• Tax calculation
• Credit card authorization
• Split and forward to fulfillment
• Split, calculate and forward to ERP
• Order tracking/status
• EDI processing
• MDM with 3 legacy source systems
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19. @LiaisonTech
Case Study – Solution Walk Through
Stock Check
Tax Calculation
Credit Card Auth.
Order Confirm
3rd Party
Integration
SAP
Homegrown
System

20. @LiaisonTech
Suppliers
Case Study 2
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Platform
Orders
MDM, Transformation,
Integration, CSB
Security
Customer
Single
Connection
Business-to-Business (B2B)
Third-Party
Logistics
Outsourced
Manufacturer
Financial
Institutions
Customers
Orders & Invoices
Orders & Inventory
Orders & Receipts
Cash Transactions
Cloud-Based Services (SaaS, DaaS)
Expenses
Employees
Contacts & Orders
Web Services
Currency
WS
Inventory
Pricing
WS
Shipments & Invoices
Freight WS
Application-to-Application (A2A)

21. @LiaisonTech
Keys for Success
• Navigation of technical landscape &
responsiveness to change at all levels
– Interoperability inside and outside of the
organization among systems and across
business partners
• Have a good handle on data management
and integration
– Allow for better segmentation & analysis by
having consistent, accurate data
• Migrate to cloud when you are ready, for
areas that make sense and are
manageable
• Be in a position for Business Process
Agility (speed, any to any, agnostic)
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22. @LiaisonTech
Summary
• Collecting, assembling and making use of information is
getting more complex
• Standards alone cannot solve this problem
• Every company has challenges with harmonizing and
managing data
• Cloud Services Brokerages (CSBs) can help navigate
the emerging and complex technology environment
• The core competency of emerging Data Aware Cloud
Brokerages is to localize and manage data complexity
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23. @LiaisonTech
Solutions
• Data Integration
• Data Management
• Data Security
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