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Callidus Software On-Premise To On-Demand Migration

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Callidus Software On-Premise To On-Demand Migration

  1. 1. On-Premise to On-Demand Migration Frank Lin Director of Solution Delivery Callidus On-Demand
  2. 2. Agenda <ul><li>Why Migrate to Callidus On-Demand? </li></ul><ul><li>What Migration Strategy To Use? </li></ul><ul><li>How Does Migration Process work? </li></ul><ul><li>How Much Does Migration Cost? </li></ul><ul><li>How Do You Get Started? </li></ul><ul><li>Questions </li></ul>On Premise to On Demand Migration?
  3. 3. Callidus On-Demand – Key Facts <ul><li>Fastest Growing On-Demand SPM vendor </li></ul><ul><ul><li>Over 26,000 subscribers - first 18 months of operation </li></ul></ul><ul><li>Most widely used </li></ul><ul><ul><li>Payees and customers in 121 countries around the world </li></ul></ul><ul><li>Highly Private & Secure </li></ul><ul><ul><li>Only best-of-breed EIM/SPM vendor that is Safe Harbor (European Union) certified for data privacy and security </li></ul></ul><ul><ul><li>SAS70 / SOX (US) Compliant </li></ul></ul><ul><li>Extraordinarily Reliable </li></ul><ul><ul><li>Documented uptime of 99.5+% exceeds industry standard service level agreements </li></ul></ul><ul><li>Fully Featured </li></ul><ul><ul><li>SAME Software used On-Premise </li></ul></ul><ul><ul><li>Only On-Demand / SaaS SPM provider with functionality & tools for </li></ul></ul><ul><ul><ul><li>Incentive plan calculation & pay </li></ul></ul></ul><ul><ul><ul><li>Fully secure reporting for payees </li></ul></ul></ul><ul><ul><ul><li>Analytics & Query tools for administrators and managers </li></ul></ul></ul><ul><ul><ul><li>Quota & Territory management </li></ul></ul></ul><ul><li>Certified on AppExchange </li></ul><ul><ul><ul><li>Integrated with salesforce.com </li></ul></ul></ul>
  4. 4. On-Demand Reduce TCO “ The Cost to manage software is four times the purchase price of the software per year ”* *Source: The End of Software – Dr. Timothy Chou Microsoft said: “the initial purchase is usually only 5% of the total cost of owning and maintaining a program” On-premise Software Acquisition 1x Maintenance Security / Privacy Performance Change Management Hardware Third Party SW Implementation Costs Upgrades (SW & HW) TCO (total cost of Ownership) 1x 4x 3x 2x On-Demand On-Premise 1-2x
  5. 5. On-Demand – Key Evaluation Criteria <ul><li>Privacy & Security </li></ul><ul><ul><li>Compliance with Standards (SAS70 / SOX / EU-Safe Harbor) </li></ul></ul><ul><ul><li>Architecture & Design </li></ul></ul><ul><ul><ul><li>Consistency with type of application being evaluated </li></ul></ul></ul><ul><ul><ul><li>Different standards for sales leads vs. personal info </li></ul></ul></ul><ul><li>Reliability & Scalability </li></ul><ul><ul><li>Look at track records for uptime over 2 years </li></ul></ul><ul><ul><ul><li>99.9% for Data Center / Hardware / 99% for applications built on top </li></ul></ul></ul><ul><ul><li>Scalability to data volume and projected complexity </li></ul></ul><ul><ul><ul><li>Handling others who are more complex / demanding </li></ul></ul></ul><ul><li>Financial Advantage </li></ul><ul><ul><li>Conduct an analysis – vendors will help </li></ul></ul><ul><ul><ul><li>Savings can be >50% of internal costs </li></ul></ul></ul><ul><ul><ul><li>Get a good checklist of costs </li></ul></ul></ul><ul><li>Suitability to Purpose </li></ul><ul><ul><li>Specialization is preferred </li></ul></ul><ul><ul><li>Vendor experience with business issues </li></ul></ul><ul><li>Flexibility & Technical Compatibility </li></ul><ul><ul><li>Contractual and technical: Conversion, Migration, & Cancellation </li></ul></ul><ul><ul><li>Service options: Self and Full Service </li></ul></ul><ul><ul><li>Ease of data transition in and out </li></ul></ul>
  6. 6. Callidus On-Demand Benefits <ul><li>Ease of use </li></ul><ul><ul><li>Infrastructure and applications are setup and provided </li></ul></ul><ul><li>Great Performance </li></ul><ul><ul><li>Robust technical implementation on scalable up-to-date hardware </li></ul></ul><ul><li>Secure and Private </li></ul><ul><ul><li>ISO 17799, COBIT, Directive 95/46/EC of the European Parliament (Safe Harbor) compliant infrastructure and operation </li></ul></ul><ul><li>Stay on Latest Release </li></ul><ul><ul><li>v5.x currently, and will migrate to future releases as part of standard support (scheduled within 2 quarters) </li></ul></ul><ul><li>Increased Value/Lower TCO </li></ul><ul><ul><li>Allows customer resources to focus on core activities, while On-Demand provide EIM core services to you at a lower total cost of ownership </li></ul></ul><ul><li>Low Risk / Low Commitment Level </li></ul><ul><ul><li>Fast start @ <100 days </li></ul></ul><ul><ul><li>Fixed Price Start-up (Callidus TrueFoundation) </li></ul></ul><ul><ul><li>Fixed Price per Payee </li></ul></ul><ul><ul><li>1 Year Contract Term </li></ul></ul><ul><ul><li>Satisfaction Guaranteed </li></ul></ul>
  7. 7. Service Level Offerings <ul><li>Technical Operations: </li></ul><ul><ul><li>Application Hosting & Data Center </li></ul></ul><ul><ul><ul><li>Provide Hardware </li></ul></ul></ul><ul><ul><ul><li>Provide 3 rd Party Software </li></ul></ul></ul><ul><ul><ul><li>Provide Data Center Mgmt </li></ul></ul></ul><ul><ul><li>Application Management </li></ul></ul><ul><ul><ul><li>Environment Management </li></ul></ul></ul><ul><ul><ul><li>Issue Escalation / Resolution </li></ul></ul></ul><ul><ul><ul><li>Upgrades & Migration </li></ul></ul></ul><ul><li>Business Operations: </li></ul><ul><ul><li>Comp Plan Administration </li></ul></ul><ul><ul><ul><li>Process Management </li></ul></ul></ul><ul><li>Optional Services: </li></ul><ul><ul><li>Workflow Services: </li></ul></ul><ul><ul><ul><li>Payee Self-Service </li></ul></ul></ul><ul><ul><ul><li>Data Management </li></ul></ul></ul><ul><ul><ul><li>MBO Management </li></ul></ul></ul><ul><ul><li>Producer / Channel Mgmt Services </li></ul></ul><ul><ul><li>Quota & Territory Mgmt Services </li></ul></ul>Business Operations - Compensation Plan Administration - Payee Dispute Resolution Technical Operations - Application & Infrastructure Management - Business Continuity
  8. 8. Callidus On-Demand Support <ul><li>Hardware, Network, Application Infrastructure: </li></ul><ul><ul><li>The IT infrastructure is actively monitored and supported by an engineering staff on a 24x365 basis. Systems, network, and security experts man the control center on a 24x7 basis, and can respond immediately </li></ul></ul><ul><ul><li>Monitoring agents send the control center alerts when out of parameter conditions occur, and support engineers are immediately engaged </li></ul></ul><ul><ul><li>Any Severity level 1 or 2 incident also alerts application support on a 24x365 basis </li></ul></ul><ul><li>Application: </li></ul><ul><ul><li>Application support is provided for Severity 1 issues on a 24x7 basis </li></ul></ul><ul><ul><ul><li>S1 issues include any issue that affects application availability </li></ul></ul></ul><ul><ul><ul><li>Fast track access to engineering; environment available to reproduce </li></ul></ul></ul><ul><ul><li>Application support is provided for Severity 2-5 issues or requests on a business hours basis, with extended hours provided for pay weeks and scheduled events. </li></ul></ul><ul><ul><li>Business hours are designated for Americas, Europe, and Asia Pacific with capability to provide around the clock coverage </li></ul></ul><ul><li>Currently Supporting over 35 Production, Development, Testing and Demo environments </li></ul>
  9. 9. How Does On-Demand Help Your Organization? <ul><li>Eliminate in-house system infrastructure management </li></ul><ul><ul><li>Hardware, 3rd party software i.e., OS, Database, Application Server, Disaster Recovery etc… </li></ul></ul><ul><li>Eliminate in-house dedicated IT support </li></ul><ul><ul><li>Application software training </li></ul></ul><ul><ul><li>Free up IT staff for other business initiative </li></ul></ul><ul><li>Eliminate future application upgrade need </li></ul><ul><li>Predictable on going cost for the system </li></ul><ul><li>Reduce Total Cost Ownership </li></ul>
  10. 10. Migration Strategy Essential What components must be migrated TrueComp Callidus Portal TrueInformation Data mart Migration Blueprint TrueComp ODS Data Data Integration Components Reporting Components TC Viewer TruePortal With/out Datamart
  11. 11. TrueComp ODS Data Migration Strategy Target Situations 1 Re-implement in 5.x <ul><li>Small, less complex deployments, and no need to keep historical data </li></ul><ul><li>Major comp plan redesign planned </li></ul><ul><li>Several new business units to be added </li></ul><ul><li>Current deployment being inefficient </li></ul><ul><li>Less effort than migration </li></ul>2 Convert a single period <ul><li>No need to keep historical data and results from prior periods </li></ul>3 Convert the current fiscal year <ul><li>Need to keep the data for the current fiscal year, but not prior to the current fiscal year </li></ul>4 Convert the full TrueComp repository <ul><li>Need to access the data from all prior periods for calculation, reporting or analysis </li></ul>
  12. 12. TrueComp ODS Migration Strategy Comparison Strategy Pros Cons 1 Re-implement <ul><li>Eliminate the duplicate effort of migration and new plan development </li></ul><ul><li>Remove inefficient designs </li></ul><ul><li>Archive or purge historical data </li></ul><ul><li>Need to manually carry over balance forward data to the new instance </li></ul><ul><li>May need to maintain the old instance for a period of time </li></ul>2 Convert a single period <ul><li>Save time to re-build plans and rules and load reference data </li></ul><ul><li>Minimum cost for migration </li></ul><ul><li>Need to maintain the old instance for a period of time </li></ul>3 Convert the current fiscal year <ul><li>Preserve enough TrueComp data for incentive calculation </li></ul><ul><li>Reduced effort </li></ul><ul><li>Archive or purge historical data </li></ul><ul><li>May need to maintain the old instance for a period of time </li></ul>4 Convert the full TrueComp repository <ul><li>Retain all TrueComp results in a single instance </li></ul><ul><li>More effort </li></ul><ul><li>Performance may degrade with additional data </li></ul>
  13. 13. Migration Process Essential TrueComp ODS Data Migration On Demand Data Integration Mapping & Configuration On Demand Standard or Custom Report Deployment What needs to be done? TrueComp ODS Data TrueComp ODS Data Data Integration Components Data Integration Components Reporting Components Reporting Components
  14. 14. TrueComp ODS Data Migration Process Minimum Effort Script-Driven Migration Extra Effort - Migration GUI Tool TrueComp Rel. 2.x, 3x..6 TrueComp Rel. 3.7x TrueComp Rel. 4.x TrueComp Rel. 5.x Minimum Effort Extra Effort Minimum Effort
  15. 15. On-Demand Data Integration Mapping & Configuration Data Interfaces Actions Reference Data Re-map and remove customization to use standard On-Demand Integrator (ODI) R5x interfaces staging tables Transactional Data Re-map using standard On-Demand Integrator (ODI) R5x interfaces staging tables Operational Procedure and Automation Scripts Update based on Standard On-Demand operational process model
  16. 16. On-Demand Standard or Custom Report Deployment Report 2x/3x Viewer TruePortal Datamart Deploy On-Demand Standard Report Callidus Portal TrueInformation Datamart
  17. 17. How Much Does On-Demand Migration Cost? Migration Project Cost & Effort Driver TC Manager Migration Data Interfaces & Report Migration Size Number of comp plans and rules Number of data feeds and production reports Data Volume Data Volume Number of periods to be migrated and verified Number of periods to be migrated and verified Complexity Types of plan, rules and complexity Report design Customization Report logic Data interfaces, pre and post processing Data preparation and transformation
  18. 18. How to Minimize On-Demand Migration Cost & Risks <ul><li>TrueComp ODS Migration </li></ul><ul><ul><li>Reduce the number of historical periods for migration to a minimum </li></ul></ul><ul><li>Data Integration Migration </li></ul><ul><ul><li>Simplify existing data mappings to utilize Standard On-Demand Data Interfaces </li></ul></ul><ul><li>Report and Data Mart Migration </li></ul><ul><ul><li>Simplify report development by leveraging On-Demand Standard reports </li></ul></ul>
  19. 19. How Much Does It Cost - What’s the bottom line? TrueComp ODS Migration: <ul><li>Payees count are determined by number of Position defined in each period with average ratio of 100 transactions per position </li></ul><ul><li>Promotional fees are valid until end of Q4 2007 </li></ul>Migration Data Volume Payee Count Schedule Promotion Up to 3 Periods Up to 200 1-2 Weeks $5,500.00 Up to 3 Periods Up to 500 1-2 Weeks $8,500.00 Up to 3 Periods More than 500 1-2 Weeks $15,900.00 Up to One Fiscal Year Up to 200 2-3 Weeks $11,000.00 Up to One Fiscal Year Up to 500 2-3 Weeks $14,500.00 Up to One Fiscal Year More than 500 2-3 Weeks $22,000.00 Complete Historical Data TBD TBD TBD
  20. 20. How Much Does it Cost (Cont.)? TrueComp Data Interfaces and Report Migration Promotion: <ul><li>Data Interfaces mapping from existing stage to standard On Demand staging table mapping. </li></ul><ul><li>Data Interfaces and Report components are Low to Medium Complexity </li></ul><ul><li>Additional testing schedule range from 2-3 weeks </li></ul><ul><li>Promotional fees are valid in Q4 2007 </li></ul>Component Data Interface Report Schedule Promotion Data Interface Reference / Transactional Data 2-4 weeks $6,500 first data feed $4,500 each additional data feed Report Individual Report 2-4 weeks $10,500 first report $9,500 each additional report High Complexity Data Interfaces & Report TBD TBD TBD
  21. 21. Benefits of Using Callidus On-Demand Solution Delivery <ul><li>High-Efficiency and Quality Delivery </li></ul><ul><ul><li>Dedicated, experienced Callidus team </li></ul></ul><ul><ul><li>Pre-configured environment </li></ul></ul><ul><ul><li>Standardized data interfaces and limited customization </li></ul></ul><ul><ul><li>Uniform process and quality assurance </li></ul></ul><ul><li>Cost Savings and Risk Mitigation </li></ul><ul><ul><li>Resource sharing between projects to minimize cost </li></ul></ul><ul><ul><li>Use of partners for cost reduction </li></ul></ul><ul><ul><li>Eliminate hardware needs at customer’s site </li></ul></ul><ul><ul><li>Free up IT and technical operational support resources </li></ul></ul><ul><li>Minimum Impact on Customer’s Operations </li></ul><ul><ul><li>Reduced migration & implementation time </li></ul></ul><ul><ul><li>Less demand of customer’s business and IT resources </li></ul></ul>
  22. 22. Training Program <ul><li>Core Program </li></ul><ul><ul><li>TrueComp Concepts (Web-based) </li></ul></ul><ul><ul><li>TrueComp Fundamentals </li></ul></ul><ul><ul><li>TrueComp Workshop </li></ul></ul><ul><li>Training Tracks </li></ul><ul><ul><li>TrueComp Administration </li></ul></ul><ul><ul><li>TrueComp ETL and Data Mart </li></ul></ul><ul><ul><li>TrueInformation Administration </li></ul></ul><ul><ul><li>Custom Report Writing </li></ul></ul><ul><ul><li>Effective Rule Writing Workshop </li></ul></ul><ul><li>Custom Training Solutions </li></ul><ul><ul><li>Migration Planning, Preparation, Processes </li></ul></ul><ul><ul><li>Scenario based labs using customers environment </li></ul></ul>
  23. 23. How Do You Get Started? Regional Account Exec or Client Services Director Customer Get Started
  24. 24. Questions