B2B Integration Practice, Wipro Technologies ... access to such information is yet another challenge and the data needs
Evaluating Managed File Transfer Solutions Right evaluation is essential to make the right choice of a Managed File Transfer solution
Manish Dhama www.wipro.com
B2B Integration Practice, Wipro Technologies
Table of Contents 03
Evaluating Managed File Transfer solutions
04
Challenges
04
How it is done
05
Leaps ahead of traditional methods
05
The way ahead
A seamlessly connected enterprise is best positioned to take advantage of rapidly changing business environments. Hence, it is essential that the integration technologies and products of an enterprise stay updated and in good shape. Managed FileTransfer (MFT) systems help enterprises integrate seamlessly with their business partners and employees, ensuring a secure and reliable platform.
Evaluating Managed File Transfer solutions For decades, enterprises have been using legacy file transfer applications
? Limited reporting capabilities for monitoring and auditing file
transfers ? Large number of custom-built codes for file handling increases
maintenance efforts and complexities
either due to lack of options or heavy investments involved in the process.
Enterprises periodically initiate certain programs which require selection
However, they have been posing several challenges:
of third-party software packages. The selection of a right MFT product is a similar process. In order to achieve its goals, an organization makes
? Homegrown applications are difficult to manage
use of certain frameworks that align the features of the software
? Time to market goes up due to the longer onboarding process for
new partners thereby impacting business cycles
package with its goals. There are times when organizations fail to identify the right set of software packages, resulting in unforeseen costs and
? Low visibility of file movement due to lack of track and trace
capabilities in the platform
business impacts. The typical process flow for a software product/package selection is depicted in Figure 1.
1 2
Determine goals
Identify potential products
3
Figure 1: Evaluation Process Flow
Product evaluation and recommendation through gap analysis and evaluation of task appropriateness
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Challenges
Identification of relevant quality attributes of the product: Every organization will have priorities that determine the preference of
There are two key challenges associated with MFT product evaluation
attributes in a product over others. These attributes, that help evaluate
and implementation.
and compare the technology products, are identified first. A list is then
Change resistance: It is not enough to take into consideration only
The macro level criteria are identified, called Level-1, and each Level-1
the MFT product and its technical features. Attention needs to be given
criterion is then further divided into several detailed criteria, as Level-2.
to the personnel who would be working with it as end consumers.
Each of the Level-2 criteria is allotted a score based on the significance of
The MFT product might demand a workforce reshuffle or skill upgrade.
the attributes. These scores are then aggregated to form the
Efficiently managing the resistance to these changes is the key to
corresponding Level-1 scores.
prepared using a hierarchical attribute building approach (refer Table 1).
seamlessly managing this challenge. Table 1 depicts how a sample Level-1 criterion (Governance) is built up Data access: Whenever an MFT product evaluation is undertaken, it is necessary to understand the systems and platforms which will be replaced in the organization. This process requires that evaluators be given access to data (sometimes critical) of all associated entities of the
from the Level-2 criteria.
Level - 1
Level - 2
Governance
Account & Partner Management
organization such as the business partners and existing vendors. Getting
Policy Management
access to such information is yet another challenge and the data needs to
Monitoring and Management
be handled carefully.
Notifications and Alerts Audit and Reporting (Standard and Customized Reports)
How it is done
Registration and Activation
As the first step in the evaluation process, data collection is initiated through a series of discussions with the key stakeholders. The exercise
Change Management
results in understanding their legacy MFT landscape, key MFT
Table 1: Attributes
requirements, challenges faced such as lack of automation capabilities, stability, scalability, performance, and visibility. Customer onboarding and
Measurement of attributes: This step involves defining the weight
operational processes being followed also need to be taken care of.
for each criterion based on its importance. Every Level-2 criterion for
Typically, the evaluation process would involve the following key items: ? Identification of relevant quality attributes of the product
each of the products under evaluation is then scored based on this and the quality index (product score against the criterion - as seen in Table 2). This step helps in understanding the ratings for each of the product
? Measurement of attributes
features as against the client’s requirements. It ensures that the scoring is
? Aggregation of the measures
done based on the parameters that are most important for the
? Comparative analysis of findings and recommendation
enterprise.
When evaluating Managed File Transfer solutions, it is recommended that companies examine not just features but key areas of functionality like architecture, quality of service governance, visibility and security.
04
Aggregation of the measures: The scores for each of the products
able to make a choice after due consideration of its existing business
are aggregated and compared.
requirements. The approach provides a complete and relative view of the
Comparative analysis of findings and recommendation: The recommendation is then provided to the client, based on the score
products being evaluated. Information on products is gathered through numerous channels – product vendors, market analysts and subject matter experts.
obtained for each of the product’s attributes. Thus, as seen in Table 2, some of the features of two different products are
Choice of the right product will benefit the organizations with synergies,
assessed and scored based on the attributes. By comparing scores and by
both operational and financial.
giving importance to the relevant attributes, the client can get a customized evaluation process.
The way ahead
Leaps ahead of traditional methods
With rising number of file transfer and file management options, it is necessary that the product evaluation process is carried out impartially. The cost implications, in case of a wrong choice of product, will be huge
A proper product evaluation ensures that the enterprise’s investment
and long lasting.
goes in the right direction. The choice of an MFT platform is a strategic one rather than a tactical one, and hence no compromises should be
For an accurate product evaluation, it is necessary to choose a vendorneutral partner who will assist in formulating a customized evaluation
allowed.
process and give suggestions based on the evaluated business scenario The method explained in this paper ensures that every organization is
and requirements.
FEATURE
EVALUATION PARAMETERS
Time to market
Rapid onboarding and implementation time Centralized administration with console / dashboard Account and partner management policy management Monitoring and management Notification and alerts Audit and reporting (standard and customized reports) Registration and activation Change management File status and visibility Self service Secure exchange Parameter security Authentication and encryption Mail boxing Multiple encryption standards LDAP Integration Denial of service System to human Human to human Unscheduled partner data sharing once - no onboarding required
Governance
Customer visibility Provisioning
Security
Ad hoc file transfer capability
PRODUCT 1 INDEX
PRODUCT 2 INDEX
0.03
0.03
0.14
0.14
0.11
0.11
0.04
0.08
0.14 0.07
0.14 0.14
0.14
0.14
0.14
0.14
0.00
0.07
0.04
0.04
Table 2: Score-based Evaluation
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About the Author Manish Dhama is currently handling Presales for Managed File Transfer and B2B Integration Practice in Wipro Technologies. His responsibilities involve solution definition, prospect identification, need-realization and proposal management based on the identified needs. He has around 16 years of IT experience with core strengths in design, development and implementation of projects in integration and service-oriented architecture technologies. He can be reached at
[email protected]
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