Data Movement, Management and Governance In The Cloud: DocuSign Case Study
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The document outlines DocuSign's cloud-first strategy and its journey towards integrated IT management to support business growth and compliance. It highlights the importance of efficient data movement and governance through the use of Dell Boomi's integration platform, which enhances agility, security, and scalability. Key use cases demonstrate the positive impacts of automated processes and improved data-sharing capabilities across business units.
Data Movement, Management and Governance In The Cloud: DocuSign Case Study
- 1. MT50: Data movement, management and governance in the cloud Chris McNabb, Executive Director – Information Management Long Lam, Director Enterprise Architecture, DocuSign
- 2. Data is the new currency. Invest wisely.
- 4. Keeping it Digital: DocuSign IT Drives Business Success with Cloud Innovations Long Lam Director, Enterprise Architecture
- 5. About DocuSign • Who we are • Our business trajectory Our Journey: Application Integration and iPaaS • Our IT strategy • Use cases: current and evolving Lessons Learned Q&A Agenda
- 6. DocuSign is the fastest most secure way to make every decision and approval digital, so you can keep life and business moving forward.
- 8. More than 775,000 documents containing more than 3.6 million pages are DocuSigned each day 51% of DocuSign documents are completed within 1 hour More than 50 million users in 188 countries DocuSign is available in 43 languages More than 50,000 new unique users join the DocuSign Global Trust Network every day
- 9. Soaring Growth Demands a New IT Strategy • Security and compliance at the forefront • Diverse legal requirements across countries Business Drivers • Business units require support for their unique requirements • Acquisitions bring new applications into the ecosystem Consumerization of the Enterprise • Adopt a cloud- first approach • Centralize IT systems to drive efficiency • Collaborate across BUs to meet varied business needs IT Imperatives
- 10. Before: A Fragmented Approach to Integration Swivel Chair ?
- 11. Swivel Chair ? … It Just Wasn’t Working Increased complexity Lacked agility Took teams outside of their core competencies Created excess overhead Was not scalable
- 12. Swivel Chair ? … the ongoing growth in the number of applications magnified the challenge Created complexity Was not agile Took teams outside of their core competencies Created excess overhead Lacked efficiencies of scaleWarehouse
- 13. Enterprise-grade iPaaS Supports Business Trajectory • Simplified monitoring to ensure security and compliance • Faster time to value • Agility to support varied business requirements • Flexibility to seamlessly onboard new applications • Efficiencies of scale • Consolidation of services, freeing up LOB resources from managing applications Dell Boomi’s Integration Platform as a Service (iPaaS) provides
- 14. From a Single Integration Solution to a Consolidated Business Driver Initiated ERP Data Migration Process Automation Process Efficiency Consolidated Cloud Application Mgmt. Improved User Experience Integrated Docusign Data Warehouse Simplified Data Sharing Building for the Future Standardized Process for Application Integration
- 15. Use Case ERP Migration from Microsoft Dynamics to NetSuite Applications Microsoft Dynamics, Salesforce, Zuora, NetSuite Processes Subscription billing management, revenue recognition management Previous State All manual processes to load and process data Business Impact • Established a reproducible and auditable data migration process • Increased speed of data sharing between key business platforms • Freed up personnel resources in business units Quickly enabled new business data integration requirements post deployment Enhanced business compliance by simplifying monthly closing of books Stage 1 – ERP Data Migration
- 16. Use Case Support DocuSign’s cloud-first strategy by consolidating management of cloud applications Applications Zuora, Salesforce, DocuSign Product (refunds), Anaplan, Salesforce.com, NetSuite Processes End-to-end cancellation/ refund processes, financial forecasting and modeling Previous State Largely manual process, managed through a series of spreadsheets • Involved extracting and loading data onto users computers, etc. • Introduced errors/ inconsistencies, data was hard to report Business Impact • Increased automation – rely on integrations to share data • Create auditable, repeatable processes • Simplified user experience by keeping data & processes in appropriate systems Delighted customers with speedy refunds – 80% faster Empowered sales leadership by providing access to real-time data Stage 2 – Integrated IT Strategy
- 17. Use Case Provide DocuSign product-based information to key systems to enable better business decisions Applications DocuSign data warehouse, HRIS Business Impact • Ensured that the right data is available to the right systems • Provided business teams with standardized processes to access critical data • Supported compliance certifications: ISO, FedRamp, Part 11 Stage 3 – Driving Business Success Enabled data-driven decision making across business units Enhanced corporate compliance in support of DocuSign’s path to IPO
- 18. Stage 4 – Looking Forward: Building On Success Use Case Future proofing by simplifying connectivity between applications and segmenting data based on security and criticality Applications Smaller, niche applications Business Impact • Simplify system to on-board new applications • Leverage APIs for faster time to market Ensures security in the age of the consumerization of IT Drive business growth through intelligent use of data
- 19. Simplicity and Scalability with Dell Boomi CPQ CLM
- 20. Results and Benefits Streamlined process for deployment of integration requirements including: • One change management process • Better templates for requirements gathering • Dedicated resources for integration work Process Efficiencies Highly available cloud- based processing for all cloud-to-cloud integrations • Supports ~50k records a day • 24X7 execution of 20+ jobs across 6 critical cloud business applications Smaller Infrastructure • Management of user access via SAML • Ensures SOC compliance for access to integration credentials • Secured integration system credential storage and management Improved Security Posture
- 21. Integration-as-a-service can’t happen in a vacuum Walk before you run Capitalize on early wins Build on your successes Develop capabilities as part of the maturation process Collaborate with key stakeholders to ensure lasting architecture Lessons Learned
- 23. 3 things to do next Get inspired. Visit us at Booth D7 Get going. Set up a free consultation to learn how Boomi can help you accelerate your business success Get prepared. Learn more at www.boomi.com
- 24. Thank you!