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How large enterprises
use platform governance
to gain agility
Introducing: Salesforce App Cloud
FORCE HEROKU ENTERPRISE THUNDER
AppExchange Trailhead
Shared Identity & Data Model Integration Shield
Trusted and Connected Platform
Run all your apps on a trusted platform
Speed and Agility
Every employee can build fast with clicks or code
Complete Enterprise Ecosystem
Best place to learn, build, buy, and sell apps
Win one of ten SONOS speakers at the App Cloud Keynote!
App Cloud Product Showcase
Moscone North
IT Ranger Station in the Dev Zone
Moscone West, 2nd Floor
Thursday, September 17, 2pm — Moscone South
Tod Nielsen
EVP, App Cloud
Salesforce
Mike Anderson
CIO
Crossmark
Herry Stallings
AVP App Dev
USAA
Heather Quiqley-Allen
VP Marketing
Bosma Enterprises
Learn more about App Cloud:
AGENDA •  INTRODUCTIONS
•  THE CONFLICT
•  Business vs. IT
•  Agility vs. Rigor
•  HOW TO SOLVE THE CONFLICT
•  CUSTOMER EXAMPLE
•  CONCLUSION - Q&A
Introductions
​ Irena Miziolek
​ Sr. Digital Manager, McKinsey & Company
​ irena_miziolek@mckinsey.com
​ Remi Poujeaux
​ VP of Customer Experience Innovation and Incubation & Domain Architect, Schneider Electric
​ remi.poujeaux@schneider-electric.com
​ Sovan Bin
​ Founder, Odaseva.com
​ sovan.bin@odaseva.com
Stormy relationship: Business vs. IT
Global research shows 37 percent of technology budgets now controlled outside of IT
departments; 79 percent of C-level executives believe they can make better
and faster decisions without the involvement of IT
Business ignores our
suggestions/constraints
Business can’t make up its
mind as to what it wants
IT is stubborn and
uncooperative; only wants to
play with new technologies
We pay the bill, IT needs
to serve us
IT can’t get anything done,
comes up with excuses
Business does not care about
providing necessary support,
and addressing technical debt
Business does not appreciate
the work we do
IT doesn’t understand
our needs
by Wakefield Research
http://www.avanade.com/en-us/press-releases/tension-between-the-it-department-and-business-leadership-forces-new-approach-to-delivering-technology-to-the-business-page
Solution : SaaS
Rigor
Agility
Business-led Salesforce Implementations:
•  Great early agility, followed by mounting
complexity, and, sometimes, chaos
•  Often without structure, or planning; may end up
with too many orgs, or sky-rocking process and
technical complexity.
Legacy
IT-led Salesforce Implementations:
•  Attempt to copy existing legacy processes and
methodologies to a new platform
•  After an initial promise becomes “just another
platform” in the enterprise
Conflict : Agility vs. Rigor
Rigor
Agility
Salesforce Implementations led by a true
partnership between Business and IT
●  Alignment on Business Goals
●  True partnership between IT and Business
●  Repeatable processes
●  Excellent tooling
Legacy
Mervyn King (Chairman: King Report)
Agility AND Rigor
It is clear that good corporate governance makes good sense.
The name of the game for a company in the 21st Century
will be conform while it performs.
How to solve the Conflict
1
Center of excellence : Business and IT as one
Definition of governance
“Establishment of Policies, and continuous monitoring of their proper implementation, by
the members of the governing body of an organization.”
http://www.businessdictionary.com/definition/governance.html
Align on objectives
Share similar metrics of success
Plan and Prioritize together
Define policies and processes to work together
WORK AS ONE TEAM
IT
ProcessBusiness
DO IT FAST or DO IT WELL
Salesforce complexity
More orgs and/or sandboxes
More code, more objects
More integration
More data
Salesforce criticality
More business processes
More internal users
More customer users
More partner users
You need to increase the ratio
Business Value / cost-time
You need to decrease the risk
related to each new release
AND
Platform governance : when rigor enables agility
People
with the right skills
with the right methodologies and processes
with the right tools
Reduce risk and accelerate your
technical release management
Tools
ProcessPeople
Develop your platform governance accordingly to your
need for rigor and agility
rigor
agility
BACKUP & RECOVERY
technical documentation
DATA deployment
METADATA deployment
DATA sampling
code versionning
sandbox management
test automation
DATA quality
data archiving
user story
development framework
Get the right tools at the right moment
time
cost
Acceptable cost
manual testing cost
time
risk
acceptable risk
manual testingrisk
time
cost
acceptable cost
manual weekly export
time
risk
acceptable risk
manual weekly export
Example1 : backup & recovery Example 2 : automated testing
Customer example
Schneider Electric
Schneider Org Usage Statistics
Desc. Custom
Objects
Apex
Classes
Triggers AppExchange Custom
Code
Standard 49
Schneider 527 1734 425 24 8,000,000
Managed 497 2959 213
Total 1073 4693 638 24 8,000,000
Objects Records
Accounts 3,185,428
Contacts 6,194,929
Cases 15,720,256
Opportunities 3,057,532
Leads 4,663,731
Case Stages 27,333,614
Tasks 26,018,620
Email Messages 15,000,000
User Type Count
Standard 34,257
Partner Comm 1 000 000
People who can
make change: 50
Schneider Network of Excellence
Legend
Salesforce.com Resource
Schneider Electric Resource
Process actor
bFO Change / Support actor
Solution	
  actor
Business actor
bFO
Steering
Committee
bFO Change
Control Board
bFO Program
Leader
IPO
Entreprise
Architecture
bFO Core Team
Process
Drivers
NoE
Animator
Process
Owners
Solution /
Integration
Team
Deployment
Team
Change
Team
Network of Excellence
Process Teams
Country
Presidents
Cluster Resource Contribution
In-Country Resource Contribution
Delegated
Admins
Champions
Customer
Experience
Business
Owners
Customer
Experience
Sponsors
Super
Champions
Trainers
Users
Data Quality
manager
Mater Data teams
Master data
Owners
Data
Stewards
IPO
SFDC
Premier
Support
Process
Advocates
Platform governance evolves with complexity / criticality
SCOPE	
ENVIRONMENTS	
RATIONALE	
Sales Cloud	
Sales Cloud	
Service Cloud	
Sales Cloud	
Service
Cloud	
Force.com	
Sales Cloud	
Service
Cloud	
Force.com	
ISV	
Prod	
Prod	
DEV	
UAT	
Prod	
DEV	
UAT	
staging	
Prod	
INT	
UAT	
DEV1	
DEVn	
All in One	
 Enable Testing
& Release	
Enable Integration
With other systems	
Continuous
Integration	
Environmentmanagement
Platform governance evolves with complexity / criticality
#users
#businessprocess	
COMPLEXITY
PROCESS
TOOLS	
Sales Cloud	
Sales Cloud	
Service Cloud	
Sales Cloud	
Service
Cloud	
Force.com	
Sales Cloud	
Service
Cloud	
Force.com	
ISV	
Manual
Weekly
Export	
Semi automated
Dataloader	
Automated
odaseva.com	
Databackup
Automated
odaseva.com	
5k users	
1M users	
20k users	
10k users
Conclusion
What we have talked about…
•  Business & IT : Center of Excellence to the rescue
•  Agility & Rigor : Platform Governance to the rescue
Homework
if IT, get involved in Business
•  Get a better understanding of Business Goals
•  Identify 3 areas where you can accelerate release management
If Business, get involved in IT
•  Get a better understanding of Sandbox management on salesforce
•  Identify 3 areas where rigor will enable more agility in your context
Continuous improvement
CONCLUSION
Questions
Thank you

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How Large Enterprises Use Platform Governance to Gain Agility

  • 1. How large enterprises use platform governance to gain agility
  • 2. Introducing: Salesforce App Cloud FORCE HEROKU ENTERPRISE THUNDER AppExchange Trailhead Shared Identity & Data Model Integration Shield Trusted and Connected Platform Run all your apps on a trusted platform Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps
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  • 5. AGENDA •  INTRODUCTIONS •  THE CONFLICT •  Business vs. IT •  Agility vs. Rigor •  HOW TO SOLVE THE CONFLICT •  CUSTOMER EXAMPLE •  CONCLUSION - Q&A
  • 6. Introductions ​ Irena Miziolek ​ Sr. Digital Manager, McKinsey & Company ​ irena_miziolek@mckinsey.com ​ Remi Poujeaux ​ VP of Customer Experience Innovation and Incubation & Domain Architect, Schneider Electric ​ remi.poujeaux@schneider-electric.com ​ Sovan Bin ​ Founder, Odaseva.com ​ sovan.bin@odaseva.com
  • 7. Stormy relationship: Business vs. IT Global research shows 37 percent of technology budgets now controlled outside of IT departments; 79 percent of C-level executives believe they can make better and faster decisions without the involvement of IT Business ignores our suggestions/constraints Business can’t make up its mind as to what it wants IT is stubborn and uncooperative; only wants to play with new technologies We pay the bill, IT needs to serve us IT can’t get anything done, comes up with excuses Business does not care about providing necessary support, and addressing technical debt Business does not appreciate the work we do IT doesn’t understand our needs by Wakefield Research http://www.avanade.com/en-us/press-releases/tension-between-the-it-department-and-business-leadership-forces-new-approach-to-delivering-technology-to-the-business-page
  • 9. Rigor Agility Business-led Salesforce Implementations: •  Great early agility, followed by mounting complexity, and, sometimes, chaos •  Often without structure, or planning; may end up with too many orgs, or sky-rocking process and technical complexity. Legacy IT-led Salesforce Implementations: •  Attempt to copy existing legacy processes and methodologies to a new platform •  After an initial promise becomes “just another platform” in the enterprise Conflict : Agility vs. Rigor
  • 10. Rigor Agility Salesforce Implementations led by a true partnership between Business and IT ●  Alignment on Business Goals ●  True partnership between IT and Business ●  Repeatable processes ●  Excellent tooling Legacy Mervyn King (Chairman: King Report) Agility AND Rigor It is clear that good corporate governance makes good sense. The name of the game for a company in the 21st Century will be conform while it performs.
  • 11. How to solve the Conflict
  • 12. 1 Center of excellence : Business and IT as one Definition of governance “Establishment of Policies, and continuous monitoring of their proper implementation, by the members of the governing body of an organization.” http://www.businessdictionary.com/definition/governance.html Align on objectives Share similar metrics of success Plan and Prioritize together Define policies and processes to work together WORK AS ONE TEAM IT ProcessBusiness
  • 13. DO IT FAST or DO IT WELL Salesforce complexity More orgs and/or sandboxes More code, more objects More integration More data Salesforce criticality More business processes More internal users More customer users More partner users You need to increase the ratio Business Value / cost-time You need to decrease the risk related to each new release AND
  • 14. Platform governance : when rigor enables agility People with the right skills with the right methodologies and processes with the right tools Reduce risk and accelerate your technical release management Tools ProcessPeople
  • 15. Develop your platform governance accordingly to your need for rigor and agility rigor agility BACKUP & RECOVERY technical documentation DATA deployment METADATA deployment DATA sampling code versionning sandbox management test automation DATA quality data archiving user story development framework
  • 16. Get the right tools at the right moment time cost Acceptable cost manual testing cost time risk acceptable risk manual testingrisk time cost acceptable cost manual weekly export time risk acceptable risk manual weekly export Example1 : backup & recovery Example 2 : automated testing
  • 18. Schneider Org Usage Statistics Desc. Custom Objects Apex Classes Triggers AppExchange Custom Code Standard 49 Schneider 527 1734 425 24 8,000,000 Managed 497 2959 213 Total 1073 4693 638 24 8,000,000 Objects Records Accounts 3,185,428 Contacts 6,194,929 Cases 15,720,256 Opportunities 3,057,532 Leads 4,663,731 Case Stages 27,333,614 Tasks 26,018,620 Email Messages 15,000,000 User Type Count Standard 34,257 Partner Comm 1 000 000 People who can make change: 50
  • 19. Schneider Network of Excellence Legend Salesforce.com Resource Schneider Electric Resource Process actor bFO Change / Support actor Solution  actor Business actor bFO Steering Committee bFO Change Control Board bFO Program Leader IPO Entreprise Architecture bFO Core Team Process Drivers NoE Animator Process Owners Solution / Integration Team Deployment Team Change Team Network of Excellence Process Teams Country Presidents Cluster Resource Contribution In-Country Resource Contribution Delegated Admins Champions Customer Experience Business Owners Customer Experience Sponsors Super Champions Trainers Users Data Quality manager Mater Data teams Master data Owners Data Stewards IPO SFDC Premier Support Process Advocates
  • 20. Platform governance evolves with complexity / criticality SCOPE ENVIRONMENTS RATIONALE Sales Cloud Sales Cloud Service Cloud Sales Cloud Service Cloud Force.com Sales Cloud Service Cloud Force.com ISV Prod Prod DEV UAT Prod DEV UAT staging Prod INT UAT DEV1 DEVn All in One Enable Testing & Release Enable Integration With other systems Continuous Integration Environmentmanagement
  • 21. Platform governance evolves with complexity / criticality #users #businessprocess COMPLEXITY PROCESS TOOLS Sales Cloud Sales Cloud Service Cloud Sales Cloud Service Cloud Force.com Sales Cloud Service Cloud Force.com ISV Manual Weekly Export Semi automated Dataloader Automated odaseva.com Databackup Automated odaseva.com 5k users 1M users 20k users 10k users
  • 23. What we have talked about… •  Business & IT : Center of Excellence to the rescue •  Agility & Rigor : Platform Governance to the rescue Homework if IT, get involved in Business •  Get a better understanding of Business Goals •  Identify 3 areas where you can accelerate release management If Business, get involved in IT •  Get a better understanding of Sandbox management on salesforce •  Identify 3 areas where rigor will enable more agility in your context Continuous improvement CONCLUSION