Customer Snapshot: Financial Services

Equifax

Financial Services Company Cuts Costs, Increases Revenue, and Streamlines Audits with Sun Software and Hardware Technologies

A global leader in information solutions, Equifax Inc. (www.equifax.com) helps consumers and businesses better manage risk. The company offers services such as credit intelligence, portfolio management, marketing tools, and data analysis. To provide these offerings, Equifax manages one of the world’s largest databases of consumer and commercial data supported by 8,000 servers that run a variety of operating systems. Headquartered in Atlanta, Georgia, Equifax has experienced rapid growth over the past few years and today operates in the U.S. and 14 other countries. Rather than creating or maintaining standalone IT architectures, Equifax strives to have all of its business units use the core datacenter facilities around the world.

Customer Challenges

  • Reduce costs
  • Maintain high availability
  • Shrink time to market
  • Boost security and regulatory compliance
  • Improve data access
  • Enhance customer service
  • Consolidate datacenter resources

Solution

With the help of Sun Professional Services, Equifax built a flexible business-to-business portal and an integrated identity management solution on Sun software and hardware. In addition, Equifax used Sun virtualization technologies to migrate servers to virtual images and establish a hardware governance model whereby business units are charged for system usage.

Business Results

  • Reduced time to market from weeks and months to days
  • Cut application server and portal costs
  • Reduced overall software expenditures by 2%
  • Increased data access
  • Supported 170,000 users on a new business portal
  • Sped server deployments
  • Reduced datacenter costs by 15%
  • Provided application-level control over hardware usage
  • Accelerated audits
  • Reduced the number of provisioning process steps by 50%

Story Details

In 2006, Equifax, one of the world’s largest information solutions companies, faced numerous challenges. The licensing costs of its application servers were too high. In addition, the company needed the flexibility of a portal server to accelerate the deployment and customization of services, but Equifax could not justify its cost.

Already running numerous platforms, Equifax evaluated offerings from numerous vendors including Sun Microsystems and decided to migrate its application servers. In addition, the company would build a highly flexible, business-to-business portal on Sun Java System Portal Server.

To reduce costs, Equifax purchased the software and support services through the Java Enterprise System (Java ES) licensing model. “Under the Java ES licensing model, we could develop our first real enterprise standard that met the needs of all of our geographies — and we were able to revisit our goal of building a portal server,” explains David Galas, vice president of technology at Equifax.

In 2007, Sun Professional Services began working with Equifax to create a business-to-business portal. The team also designed and deployed an identity management solution that provided for enterprise-wide access control, automated provisioning, and global directories. Engineers took advantage of the built-in virtualization features in the Solaris 10 OS, known as Solaris Containers, to reduce the overall server footprint.

Equifax launched its new portal and identity management systems in October 2007. The portal supports approximately 170,000 users. The company has also significantly cut datacenter costs, sped server setup time, and provided for hardware governance — enabling IT to begin charging individual business units for usage of CPU and memory. The identity management solution has also accelerated audits. Overall, the new technologies have boosted productivity, provided for greater levels of integration, and improved data access.

Commenting on the relationship between Sun and Equifax, David Galas, Technology VP concludes, “Sun Professional Services has always been very helpful and flexible with our changing business needs. I still occasionally send email to Sun engineers to ask questions. We always get a very helpful response instead of a reply like, ‘I would love to help you. Please sign this statement of work first and, for $400 an hour, I will come out and answer your questions.’ Sun has been a true partner in helping us to use technologies in a way that can truly benefit our company.”


" Having the ability to expose customers to new products via a Web interface and allow them to immediately sign up and access that data really helps us drive revenue. We’ve seen up a revenue increase from some of our products simply by customers who sign themselves up for the product. "
— David Galas, Vice President of Technology, Equifax

B2B Portal Increases Revenue, Service Offerings; Decreases Development Cycles

In 2006, Equifax needed to reduce its application servers' licensing costs. In addition, the company had a long-term goal of building a portal to increase business agility and reduce expenses.

Equifax initially evaluated only application servers. The company found that the Sun Glassfish Enterprise Server (formerly Sun Java System Application Server) cost significantly less than other products and could provide for enterprise scalability, high availability, and load balancing. Equifax learned that if it purchased Sun's application server through the Java Enterprise System (Java ES) licensing model, the company could deploy other Sun software components to address other IT challenges including a portal and an identity management solution. "As we started looking at the cost savings that we would realize from the application server and the identity management components in Java ES, we found that we would get Sun Java System Portal Server for free," explains Galas.

In 2007, engineers from Equifax worked with Sun Professional Services to design the architecture for the business-to-business portal called ePORT. “Sun Professional Services helped us build an architecture that could address concerns involving management and performance,” Galas says. “Sun engineers also provided insight into best practices for the deployment and modifications of all of our applications.”

In October 2007, the portal went into production on 8 physical servers and 16 virtual servers and Equifax has realized numerous benefits from its portal.

Along with cutting application and portal server costs and overall software expenditures, the new environment is also highly available. "We have taken and applied a large amount of expertise from Sun Professional Services as far as how to design mission-critical J2EE deployments," says Galas.

Solaris 10, Sun Systems Provides for Virtualization, Hardware Governance

When evaluating hardware to support its business-to-business portal and identity management solutions, Equifax sought a system that could deliver high performance and minimize costs. After reviewing its options, the company chose to build its architecture on Sun Fire T2000 servers running the Solaris 10 Operating System. Sun Fire T2000 servers could deliver faster Web processing than other platforms, thanks to the system’s UltraSPARC T1 processor with Chip Multithreading Technology. In addition, Equifax could significantly reduce hardware costs, streamline system administration, and provide for hardware governance by using the built-in virtualization features in the Solaris 10 OS Containers.

The new hardware infrastructure has reduced the company’s datacenter footprint. In addition, Equifax has reduced the number of servers it needed to purchase. “With our former environment, we would have had to purchase four more servers to handle the transaction load of portal servers,” Galas notes. The Containers features in the Solaris 10 Operating System also provide for a governance solution whereby business units are billed for hardware usage on an application-by-application basis. “We can count the amount of CPU and memory that each one of our business units is running,” explains Galas. “They essentially get a hotel bill every month that says here’s what you did on this day and here’s how much you’re being charged for it.” As a result, business units are more careful about how they write code and have rewritten applications that monopolize or crash systems. Administrators can also manage capacity better because they can compare the revenue forecast of business units with their hardware usage and know what server resources will be needed. Business units can view their current utilization through a Web interface — and request restrictions. “If a business unit only wants to pay for X number of CPU minutes per day, we will restrict them so they get that capability,” says Galas.

Employees are also more efficient. “Productivity has dramatically increased with the Solaris 10 capabilities,” Galas notes. “We’ve also been able to reduce the time to market for new services because we can provision Containers very, very easily.”

Identity Management Solution Accelerates Audits by 100%

In March 2007, Equifax worked with Sun Professional Services to build master directories for human resources, customers, and employees using Sun Java System Directory Server Enterprise Edition. Next, engineers used out-of-the-box and custom adapters in Sun Identity Manager to provision and audit existing technologies that include Active Directory, the Solaris OS, AIX, and the LDAP protocol. Adapters were also used for Oracle E-Business Suite, Siebel Customer Relationship Management system, and HP Project and Portfolio Management software. Database adapters for Oracle, SQL Server, DB2, and Flat Files were also used. With the core architecture in place, the team used Sun OpenSSO Enterprise to methodically configure access privileges to internal applications. In addition, engineers built an identity management portal to provide a single point for managing access, provisioning, and collecting audit information. Initially developed on repurposed Sun Fire V880 servers, Equifax deployed its identity management solution in October 2007 on 10 Sun Fire T2000 servers running the Solaris 10 OS and Sun Java System Directory Server Enterprise Edition.

The identity management solution has increased productivity in numerous ways. Access privileges can be automatically granted or revoked when information is entered into HR systems, or managers can click a single button in the system to immediately terminate system access privileges for an employee who has been fired. Managers can also provision access to specialized systems when they receive an electronic form submitted through the portal. “It used to take two to three weeks for employees to get access to the resources they needed to start working,” says Galas. “Today, when a new employee walks in the door, he or she can go to a desk and immediately start to work.”

  
 
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