Andrew Dolan Markets and Banking Technology May-07 Enterprise Grid at Citi Grids Mean Business

® 2007 Citigroup Confidential OGF 2 Mayl, 2007 Agenda Why Citigroup ? Tipping points Where are we now ? Roadmap and Design Beyond HPC and Compute GRID Important Lessons

® 2007 Citigroup Confidential OGF 3 Mayl, 2007 Why Citigroup ? $21.2 billion net income and $1.5 trillion assets Over $5 billion spent on technology and forecast growth to $9 billion by year programme to rollout GRID technologies

® 2007 Citigroup Confidential OGF 4 Mayl, 2007 Tipping Points Business Increasingly complex derivatives. 100% growth in some segments in 6 months Faster time to market for new products Electronic trading in derivatives Complexity and performance Equity market evolution is the standard curve to watch Regulatory focus on risk management and controls Technology Isolated compute islands of around 10,000 CPUs globally Server utilisation levels of <15% Server estate growing >20% annually

® 2007 Citigroup Confidential OGF 5 Mayl, 2007 Where are we now ? 2004 Getting off the ground Business sign off for the programme Built programme team 2006 Moving on 2000 CPUs for multiple applications. Migration to Platform Symphony Homogenous grid 2005 Just build it 1000 CPUs for one application. Regional build out. No data grid and beyond Take it to the enterprise Heterogeneous grid in production Dynamic resource allocation Data management Regional expansions

® 2007 Citigroup Confidential OGF 6 Mayl, 2007 Move to shared resource environment in a controlled manner End State: all resources are shared with grid scheduling and policies ensuring SLAs are met Roadmap and Design

® 2007 Citigroup Confidential OGF 7 Mayl, 2007 Design Today Windows Client Application Data Grid Excel Client App Client Analytics WebLogic (EJB, XML/HTTP) Deal Server Rate Server Pricing Server Unix Server JMS Java Client Analytics Batch Applications

® 2007 Citigroup Confidential OGF 8 Mayl, 2007 Getting the Basics Right ! Provisioning OS and applications Security and containment for applications and users GRID Application on-boarding Usage based billing GRID development and governance

® 2007 Citigroup Confidential OGF 9 Mayl, 2007 Building the Team Team structure & governance Cross-organisation/multi-vendor governance group Multi-discipline technical delivery team Clarity of Objectives and timelines Iterative review and buy-in of the business case Develop and communicate a financial and a operating model Dont be scared this stuff is expensive ! So tell the customer

® 2007 Citigroup Confidential OGF 10 Mayl, 2007 Design Today Windows Client Application Data Grid Excel Client App Client Analytics WebLogic (EJB, XML/HTTP) Deal Server Rate Server Pricing Server Unix Server JMS Java Client Analytics Batch Applications

® 2007 Citigroup Confidential OGF 11 Mayl, 2007 Design Tomorrow Windows Client Application Java Client Batch Applications Grid Excel Client App Client Analytics Deal Server Rate Server Pricing Server Java Client

® 2007 Citigroup Confidential OGF 12 Mayl, 2007 Beyond HPC/Compute GRID OS, application and service virtualisation Data/Data grid availability Transaction processing systems and services Autonomic/self healing computing Improved MIS Market place computing

® 2007 Citigroup Confidential OGF 13 Mayl, 2007 Important Lessons for Everyone Fitting in ! Adding GRID into an existing infrastructure is painful ! Ignore the people and emotional impacts of GRID at your peril ! Governance Operational aspects are as important as the architecture Leverage expertise externally and internally to ensure delivery Dont let the operational consume you ! Providing the resource generates the demand exponentially Running a GRID takes you away from evolving. Innovating while operating is crucial

® 2007 Citigroup Confidential OGF 14 Mayl, 2007 The Technology comes of Age The technology is at the level to support our demanding environment Impacts to long-term operational costs are compelling and realizable Business can support the initial investment

® 2007 Citigroup Confidential OGF 15 Mayl, 2007 Thank you