FAST FACTS

Company:Brazil Federal Supreme Tribunal’s Information and Technology Office (STF)

Industry: Government

Geography: Brazil

Business Challenge: Needed a service-oriented architecture that improved Brazil’s Federal Supreme Tribunal’s (STF) system integration process and the database and deployment governance in the STI (Technology Information of Office Secretary)

Software: Red Hat Enterprise Linux, JBoss Operations Network, JBoss SOA Platform, JBoss ESB, JBoss jBPM, JBoss Rules, and Hibernate

Hardware: x86 commodity servers with Intel Xeon-Based Processors

Benefits: Reduced costs and increased agility, functionality, and flexibility with a combination of Red Hat and JBoss solutions

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BACKGROUND
Brazil’s Federal Supreme Tribunal’s Information and Technology Office (STF) provides systems development for the Brazilian High Court’s coverage area which involves all Brazilian regional tribunals for second court appeal, which means something about 35 tribunals from all Brazil states. This includes providing new technology adoptions, computing and database net management, and software and equipment technical support and specialized assistance. All these systems supported by the Technology Office have both internal and external users who constantly demand new functionality. Among these demands is system integration, which was one of STF’s most critical functionalities.

BUSINESS CHALLENGE
While STF had a functional level system and solid applications development, they were experiencing a lagging performance in regards to collaborations and information sharing. Users consistently complained about slow access and the business delays caused by shared files not appearing in real time.

In addition to low performance and a great demand for court trials, STF also experienced system integration problems. The team needed an architecture that could offer a quick and easy integration between systems, that would enable the needed components, applications, services, programs and users to easily integrate with one another to successfully share critical files, such as contracts and processes. STF demanded the system integration capabilities that could handle requests per file and setup procedures for remote calls by shared database and message lines.

SOLUTION
When considering various platform options, STF researched:

• The Federal Government guidelines for open software usage

• STI’s prior experience with Red Hat

• Evaluation of the capabilities and experience of system administrators, developers, and other IT professionals with the platform vendor’s technology

The team determined that an Enterprise Service Bus (ESB) was the best solution to meet its demands and requirements in a message system with the capability to implement several open integration patterns. After researching several SOA and ESB vendors and solutions, both community projects and open source software providers, the team selected Red Hat’s JBoss Enterprise SOA Platform.

JBoss Enterprise SOA provides automatic message routing and supports several information exchanging providers and channels, such as FTP, SMTP, JMS and Web Services. JBoss Enterprise SOA Platform enables business execution, responsiveness, and flexibility in a cost-effective, open platform and aggregates pluggable security, auto-discovery, localization independence, and integration patterns implementation functionalities.

Every STI/STF architecture is now developed on open source software with Java technology. For software development and support needs, STF now uses Red Hat’s JBoss Enterprise SOA running on Red Hat Enterprise Linux. STF uses (ESX 3.5) Virtual Machine, 2 Processors 3 GHz, 2 GB and JBoss Enterprise SOA Platform memory.

The JBoss SOA Platform (customized by STF for services patronization) is currently in the implementation phase. STI has a subscription for Red Hat’s technical support for four CPUs in Red Hat Enterprise Linux and JBoss Enterprise SOA Platform.

STI’s governance project will begin generating its services still in 2009, which STI expects to improve the aggregate value and transparency of the entire organization. 90 percent of its new projects will be based off JBoss Enterprise SOA and 100 percent of its legacy is currently in migration from JBoss.org and Fedora to JBoss Enterprise SOA. By using more efficient services, all of those who communicate with STF are expected to have benefits. For example, the lawyers win agility when they have to introduce a petition to the ministers of government. It can be done electronically, which represents a great evolution of government service.

Every STF service in production must be monitored and manageable, such capabilities are achieved using JBoss ON – JBoss Operations Network, which offers accurate information about the processing of the Services hosted in the JBoss ESB, as well as the quality and metrics delivered by the JMS technology. Based on Alerting features of JBoss ON, we can receive alerts in order to prevent any unpredictable service behavior, in addition to this, in certain cases, some default actions can be taken according the alerts, it allowed the IT team to focus exactly on real potential problems, letting JBoss ON resolve issues that can be addressed by an the enterprise SOA management solution.

For the STI team the most important benefit has been getting an infrastructure that is flexible and mature, coupled with development systems to assist the STF IT team. Also, the IT team got governance, being able to manage and measure its contribution for the Supreme Tribunal’s strategies with JBoss ON.

BENEFITS
STI reports positive experiences with Red Hat’s support as the team receives quick and informative responses. Red Hat’s support model eliminates the need for STI to staff Red Hat specialists in-house, thus cutting costs.. The STI also finds great benefit in the Red Hat Business Partner Tecnisys, which provides specialized technology consulting and support, as training and specialist technicals to assist STI needs.

STI has experienced increased agility and flexibility with JBoss Enterprise SOA Platform. From the commercial point of view, the cost savings are significant with the usage of open source software, and from a technology perspective, the infrastructure is more stable and failure tolerant; the service buses allow the IT team to work on more strategic work deployments, by the reuse of the available services in the service buses.

An additional, unexpected benefit from using Red Hat and JBoss is the STI developers’ attitude shift. Instead of thinking in components, developers now think in terms of aggregating services. This attitude shift contributes to increased service performance, agility, and maintenance economy.

Reduced Costs By Migrating Its Web Application Platform and Building a Customer Information Portal on JBoss Enterprise Middleware

FAST FACTS

Customer: Heidelberger Druckmaschinen AG (Heidelberg)

Industry: Printing & Publishing, Manufacturing and Mechanical Engineering

Geography: U.S., EMEA

Business Challenge: Establish a new customer specific portal to enhance its customer relationship and provide internal business units with valuable customer insight; Evaluate and deploy an application server platform for its Java-based environment

Solution: With the help of Red Hat Consulting, Heidelberg built an interactive customer portal using JBoss Enterprise Portal Platform and migrated its proprietary application platform to JBoss Enterprise Application Platform

Software: JBoss Enterprise Portal Platform, JBoss Enterprise Application Platform, Oracle 10g database, SAP R/3, Autonomy search engine, Interwoven TeamSite 6.5 (CMS), Microsoft Windows Server 2003 64-Bit

Hardware: Virtualized servers and F5 Load balancer

Migration path: Proprietary portal platform and application server to JBoss Enterprise Portal Platform and JBoss Enterprise Application Platform

Benefits: Improved customer web presence with a central portal that increased services and information available, provided ability to use applications based on open standards in order to interact better with customers, suppliers and partners, reduced costs, gained excellent support and continuous advancements of its portal software, and reduced vendor lock-in.

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BACKGROUND
Heidelberger Druckmaschinen AG (Heidelberg), the world’s leading solution provider for the print media industry, built an interactive customer portal, www.MyHeidelberg.com, using JBoss Enterprise Portal Platform to create an interactive site to enhance its customer relationships and provide a unified global brand presence. With the successful portal project, Heidelberg has since migrated its proprietary application platform to JBoss Enterprise Application Platform, in order to reduce costs, and increase the performance of its web applications.

Based in Heidelberg, Germany, with development and production sites in seven countries and around 250 sales offices across the globe, the company supports around 200,000 customers worldwide. Heidelberg’s printing products and software enable its customers to print high volumes, quickly, at high quality and in color at an affordable price and convert the printed material into the desired format.

Heidelberg, with a global market share for sheetfed offset printing machines of more than 40 percent, develops and produces precision printing presses, units for imaging printing-plates, postpress equipment, and software for integrating all the print shop processes that produce everyday items such as brochures, magazines, folding carton boxes and product labels. It also provides general and consulting services ranging from spare parts and consumables to the sale of re-marketed equipment, in addition to education and training at the Heidelberg Print Media Academy.

BUSINESS CHALLENGE
Heidelberg launched a corporate-wide web initiative to develop a strategic architecture and customer-centric web portal, to strengthen customer relationships, consolidate information and services, provide easier access to information, and increase revenues through improved communications with customers.

“Previously, we had a solid web presence for our customers, but it was more of an online brochure and lacked interactivity,” said Mathias Berg, Director, Global Web Systems at Heidelberg.”

Heidelberg also anticipates the ability to lower its costs by offering more self-service options, reducing the effort and cycle time for developing and deploying new services and applications, and simplifying support and operation of its applications and infrastructure. It also wanted the new portal to provide its customers with a central and secure repository for sharing data and communication.

“With MyHeidelberg.com, we have created a unified, central customer portal that can be rolled out and adapted to local markets, thus increasing our interaction and providing us with valuable customer insight,” said Michael Neff, chief information officer.

SOLUTION
In order to further its edge in the market, provide customers with more features, and enhance its web-presence, Heidelberg decided to evaluate a number of proprietary and open source solutions for the customer portal project, MyHeidelberg.com, in addition to an application platform solution to set up and restructure its global web presence

“In addition to JBoss, we evaluated proprietary and open source solutions, but we selected JBoss Enterprise Portal Platform on JBoss Enterprise Application Platform due to its ability to deliver an agile, reusable framework, coupled with the benefits of open source to reduce costs, and freed us from vendor lock-in,” said Berg, “Although we had limited open source experience, we made our decision confidently due to JBoss’ established technology platform, flexible architecture, highly regarded enterprise support, and the expertise of Red Hat Consulting.”

JBoss Enterprise Portal Platform, based on open standards, was selected for its ability to meet the key requirements of the project, including: the ability to integrate seamlessly into the existing infrastructure based on VMWare ESX 3.0 and Oracle 10g, and the content management systems: Windows Server 2003 and Interwoven TeamSite 6.5.

The MyHeidelberg.com customer portal needed to be flexible and reliable in order to adapt to Heidelberg’s local websites requirements, while at the same time, it had to scale for a steadily increasing number of users, which initially tallied more than 5,500 registered users and has been growing monthly by approximately 5-10 percent.

At an early stage of the customer portal project, Heidelberg made the decision to work with Red Hat Consulting in order to facilitate knowledge transfer, have a closer relationship with JBoss, and to have access to the engineers and developers behind the open source technology. Heidelberg’s IT teams in the U.S. and Germany worked with Red Hat consultants to enable a smooth integration of JBoss technology into the existing global infrastructure.

“We had a great experience with Red Hat Consulting,” said Berg, “The Red Hat Consultants worked closely with our IT teams in the U.S. and Germany to ensure a smooth integration of JBoss technology into the existing global infrastructure, by mentoring our team, demonstrating product features, providing documentation, and ensuring our team was prepared for success after the engagement. We view Red Hat Consulting as a trusted advisor to our team.”

“The MyHeidelberg.com portal, based on JBoss, creates a true value-add for our customers, and has enabled us to grow our business and serve our customers in a better way. MyHeidelberg.com provides a centralized web portal with tailored information for each customer with one gateway, one URL, one password, and one login.”

After successful testing and fine-tuning, the production environment and infrastructure for the MyHeidelberg.com customer portal went live.

“We now offer our customers an interactive portal, that can be adapted to every local market and is integrated with more than 45 websites worldwide.” said Berg.

Through back-end integration with ERP and CRM systems, Heidelberg enables portal users to securely interact with their data, such as service information, view and retrieve brochures, product specs, and account data, easily through one gateway. Additionally, the JBoss Enterprise Portal Platform runs on Windows Server 2003 and collaborates with a content management system based on Interwoven TeamSite 6.5.

Heidelberg decided to expand its collaboration with JBoss when it decided to migrate its complete internet presence, www.heidelberg.com, from a proprietary application platform to JBoss Enterprise Application Platform to set-up restructure its entire global web presence.

“Based on our successful deployment of JBoss Enterprise Portal for the MyHeidelberg.com project, and knowing that we had a stable, reliable, and fully supported solution, we quickly and confidently made the decision to migrate our global enterprise web applications from our previous proprietary solution to JBoss Enterprise Application Platform,” said Berg.

BENEFITS
Heidelberg’s use of JBoss for its customer portal and web application server has resulted in; improved customer web presence with a central portal, reduced costs, gained excellent support and continuous advancements of its portal software, and reduced vendor lock-in.

“All over the world, the name Heidelberg is synonymous with state-of-the art technology, top quality, and closeness to the customer, so we set the benchmark high for ourselves and we expect the same level of quality from all of our vendors,” said Neff. “JBoss absolutely delivered all we needed, by providing high availability, performance and scalability. Due to the Red Hat subscription model, we realized signification cost savings, faster ROI, and freedom from vendor lock-in.”

The introduction of JBoss has helped simplify IT administration: with only one portal infrastructure to manage, one platform and one brand for the company’s Web presence, helping to strengthen the brand of Heidelberg. The new self-service capabilities provided by the MyHeidelberg.com portal give customers fast, convenient access to critical information whenever they need it, increasing customer satisfaction and the credibility of Heidelberg as a valuable business partner.

“In addition to the enhancements for our customers, the MyHeidelberg.com portal based on JBoss Enterprise Portal, offers valuable customer insight and behavioral information that is being leveraged internally by our marketing, sales, and product development teams, which will allow us to make informed and targeted business decisions and increase company sales,” said Berg.

The cost of developing and deploying new services and applications has been reduced now that Heidelberg has a simple way to integrate content and information into the portal; the IT team can index content and expose it through the search capabilities; and can manage single sign-on. Also, JBoss has drastically reduced costs, as the subscription model has freed Heidelberg from the cost-constraints associated with proprietary software licensing and support.

“We were especially impressed with the performance, product features of JBoss and the quality of support, advice, and knowledge contributed by our Red Hat consultants,” said Neff, “The JBoss Enterprise Portal and JBoss Enterprise Application Platforms went into production and performed extremely well, and this is a great benefit for our customers and internal users, who can now access their data securely and without restrictions.”

“JBoss was always willing to work with us, as partners, to ensure the success of the project,” said Berg, “A prime example is when we identified the need for a unique feature for our customer portal, with any other vendor, we would have had to develop a custom feature ,with no vendor support. But with JBoss, we discussed our need, and they worked with us develop a new feature into the product, that will be fully supported by JBoss. This kind of commitment and performance is something that I have never seen before, from any technology vendor.”

COMPANY: Union Bank, N.A.

CATEGORY: Superior Alternatives

INDUSTRY: Financial Services

GEOGRAPHY: Headquarters: San Francisco, CA

BUSINESS CHALLENGE: An aging and costly IT infrastructure was impeding the ability of Union Bank to scale to growth and respond agilely to changing market dynamics

MIGRATION PATH: UNIX™ on high-end RISC machines to Red Hat Enterprise Linux running on Intel Xeon based HP servers; Websphere to JBoss Enterprise Application Platform.

SOFTWARE: Red Hat Enterprise Linux™, Red Hat Network Satellite, JBoss Enterprise Application Platform™, JBoss Seam, JBoss Hibernate, Red Hat Consulting

HARDWARE: More than 150 Intel™ Xeon™ processor-based HP ProLiant servers

BENEFITS: Improve reliability and scalability, cut costs, and deliver new financial services and products to market faster

Download the PDF case study

BACKGROUND
Union Bank, N.A., headquartered in San Francisco is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. Union Bank is California’s fifth-largest bank by deposits. The bank has 335 banking offices in California, Oregon, and Washington and two international offices. Its holding company, UnionBanCal Corporation, is the 16th largest commercial bank holding company in the U.S. based on assets at March 31, 2009.

Union Bank was selected for its operating platform migration from AIX to Red Hat Enterprise Linux and Websphere to JBoss to support its mission critical applications at an improved price with greater performance and less up-keep. Union Bank used open source solutions to increase time to market, reliability and return on investment.

BUSINESS CHALLENGE
When Mok Choe joined Union Bank in early 2007 as chief technology officer, the Union Bank IT infrastructure faced a host of challenges similar to those of many other companies at the time, mainly increasing costs and resources associated with the maintenance and upkeep of legacy systems.

Over the years, Union Bank’s IT infrastructure had grown increasingly large, cumbersome, and complex. Not only was it costly to operate and maintain, but it couldn’t scale to accommodate the bank’s rapid expansion into new markets. System availability was also a continuing challenge. And as the financial services industry expanded into electronic banking products, Union Bank’s reliance on IT was increasing. The bank thus required an IT infrastructure that could speed new products to market with rock-solid reliability and availability, and which could also scale as needed.

The hardware environment embraced a “big box” approach with a few massive servers at strategic locations that offered little relief when significant impacts occurred. This environment required tremendous overhead with constant monitoring and management of server problems.

The IT department at Union Bank was also under pressure to reduce the total cost of ownership (TCO) of its overall IT operations. The solution needed to deliver a robust disaster recovery environment with minimal mean-time-to-restore (MTTR) and maximum mean-time-between-failures (MTBF) times. Finally, the solution needed to better leverage Union Bank’s most highly skilled IT workers. By enabling valued staff workers to reduce the day-to-day support required by overhead-intensive legacy systems, productivity would improve, and the bank’s IT department could move from a reaction to proactive support model.

“First and foremost, we needed to improve system availability,” said Choe. “Secondly, we needed to speed time to market of new financial services products. And at the end of the day, we needed to decrease the cost per transaction of delivering services.”

SOLUTION
Union Bank immediately focused on the task of establishing a new and innovative technology environment. The first decision: to create a new open source-based enterprisewide IT platform to obtain improved availability, agility, scalability and reduced TCO (total cost of ownership), while enabling the support of the bank’s growing IT needs and better alignment with the bank’s overall business plan.

“We did three specific things,” said Choe. “First, we migrated our entire Web-based infrastructure over to Red Hat Enterprise Linux so we could go from a scale-up to a scale-out architecture. Next, we ported our teller platform over to JBoss. And third, we wrote a brand new Web-based cash management application built on the entire Red Hat technology stack: Red Hat Enterprise Linux, JBoss, Hibernate, and SEAM.”

The strategy started at the operating platform level by replacing the aging UNIX based RISC servers with commodity x86 machines running Red Hat Enterprise Linux, and migrating to JBoss Enterprise Application Platform at the application server level. Union Bank initially utilized Red Hat Network to set up centralized, secure management of its Red Hat Enterprise Linux systems.

Union Bank took advantage of Red Hat Consulting to assist the IT group with the initial design of the first phases of deploying the new architecture and Web-based applications. The bank’s infrastructure and application development teams attended Red Hat Training to learn valuable tools and lessons on integration and migration issues.

The new strategy also encompassed building a new data center that leveraged virtualization technology on top of Red Hat Enterprise Linux to dramatically reduce the bank’s hardware footprint. “The bank is very serious about its green initiative, and Red Hat Enterprise Linux is a key part of that,” said Choe.

One of the most strategic projects was to replace the bank’s operating system environment on branch teller systems with JBoss Enterprise Application Platform running on Red Hat Enterprise Linux. Within just months, the Union Bank development staff was able to create a “silent” JBoss deployment package and distribute it remotely to over 330 production branch servers.

“The JBoss-based teller application has been running successfully at the 330 branch sites ever since,” said Choe, “The small footprint of JBoss has freed up much needed space on each branch server and has laid the ground work for future expansion. We plan to migrate other customer-facing web applications from Websphere to JBoss Enterprise Application Platform.”

BENEFITS
Union Bank’s innovative approach to its IT re-architecture has resulted in improvements to system availability, scalability and, resiliency, increased ROI, enhanced security, provisioning, configuration management, and improved time to market.

The most significant benefits have been improved system availability and resiliency. Upon migrating to Red Hat Enterprise Linux, there have been improvements of the bank’s hardware infrastructure, as seen by improved mean-time-to restore (MTTR), and mean-time-between-failures (MTBF).

The return on investment (ROI) was also substantial. For example, the large RISC machines were running at less than 50 percent capacity. To ensure redundancy, the bank needed to double its hardware investment to allow for fail over. “With Red Hat’s commodity model, we were able to spread the load over multiple machines and reduce our overall spend by approximately 80 percent,” said Choe. “And these savings don’t take into account the reduced maintenance costs of moving to the Red Hat platform, which is easier – and therefore cheaper – to maintain.”

Additionally, because application performance increased significantly under the new JBoss and Red Hat architecture, the bank was able to reduce the time-to-market of new products. The bank was also able to improve customer service by boosting the performance of its teller application. “The success of that project gives us confidence to tackle the rest of our browser-based Web applications with a JBoss solution,” said Choe.

The move from a vertical to a horizontal architecture and process enhancement have improved both system availability and resiliency, which allows the bank to absorb normal glitches without impacting customer transactions. “The reliability of our Web applications has improved to the point where I can go to our business partners and confidently say we have better than ‘four 9s’ availability,” said Choe.

The Red Hat/JBoss solution requires less maintenance and enables Union Bank IT to reduce their efforts on day-to-day support of legacy systems, allowing for better resource utilization. This also helped the IT group move from a reactive to a proactive model more expediently.

Additionally, the bank’s overall cost-per-transaction declined 25 to 40 percent, something that Union Bank’s business centers appreciate. “We have a charge-back system in which our departments pay for the IT resources they consume,” said Choe. “They’ve seen their charges go down month by month.”

“We benefited greatly from Red Hat consulting services as they provided valuable input and assistance in helping us migrate to Red Hat technology and dramatically improved our ability to achieve our goals,” said Choe, “With Red Hat Consulting, we felt there was an immediate knowledge transfer, and we were very satisfied with the level of involvement and quality of knowledge provided to our team.”

And ultimately many of the ongoing benefits that Choe expects to reap in coming years as a result of transforming the bank’s IT operations come from his expanded technology options. “We’ve achieved tremendous cost, reliability, and availability benefits, but in the end it all comes back to the fact that we now have choices when it comes to deploying hardware and software,” he said. “We’re no longer locked into using a particular product or vendor. Open source – and by extension, Red Hat – makes that possible.”

“The high costs and overhead associated with legacy proprietary-software and infrastructure led us to the decision to deploy Red Hat and JBoss open source solutions, and this allowed us to provide core infrastructure and development platforms at a significantly lower cost and at a faster rate,” said Choe, “Our use of Red Hat and JBoss solutions demonstrate creative business innovation through the use of horizontal architecture and the improvements allow Union Bank to continue to increase our customer experiences.”

COMPANIES: Massachusetts Convention Center Authority (MCCA) and Optaros

CATEGORY: Extensive Ecosystem

INDUSTRY: Convention center management

GEOGRAPHY: Boston, MA

BUSINESS CHALLENGE: Manual processes and siloed systems resulted in inefficient workflows that caused customer service to suffer.

MIGRATION PATH: From a Microsoft™ Windows – based client-server application to service oriented architecture (SOA) J2EE application based upon the JBoss Enterprise Application Platform

SOFTWARE: JBoss Enterprise Application Platform, JBoss Enterprise SOA, JBoss Messaging, JBoss ESB, JBoss jBPM, J2EE™, Google Web Toolkit™, Apache

HARDWARE: Intel Xeon™ – based x86 servers

BENEFITS: More efficient and timely access to data and an automated streamlined workflow that improved worker productivity and customer service levels and increased revenues. Approximately 90 percent of the MCCA’s day-to-day operations are run using open source technologies.

Download the PDF case study

BACKGROUND
The Massachusetts Convention Center Authority (MCCA) owns and oversees the operation of four major facilities, including the Boston Convention & Exhibition Center (BCEC). The MCCA’s mission is to generate local economic activity by attracting conventions, tradeshows, and other events to its world-class facilities. The MCCA has generated $2.3 billion in economic impact over the past five years in the greater Boston area and is the eighth busiest convention center in North America.

Optaros is an open source consulting firm that specializes in the development of custom applications for clients through the Assembled Web. Optaros and MCCA staff worked together to rebuild the MCCA’s event management system. The product, known as ShowBiz, helps streamline the detailed process of setting up large-scale events, and is now completely run on an open source stack that was designed and assembled by Optaros. Approximately 90 percent of the MCCA’s day-to-day operations now run on open source solutions from Red Hat and JBoss.

BUSINESS CHALLENGE
The MCCA’s business model is based on the premise that it has an “inventory” of convention center space to sell – space that is used to host trade shows, association meetings, and other events. And despite being owned by the state government, the MCCA prides itself on operating like a for-profit business for the economic benefit of the City of Boston and Commonwealth of Massachusetts. In particular, the MCCA team strongly believes in providing an exceptional client experience, which means being able to rapidly configure its facilities and tailor its services to deliver whatever a particular customer wants.

To do this, the MCAA required an IT structure that was fluid, flexible, and scalable. But the application the MCCA was using to manage the sale of space was antiquated and difficult to use. The biggest challenge was that personnel did not have ready access to data. Without this data, users couldn’t make the kind of smart, real-time decisions needed to optimize service delivery and revenues during each stage of an event’s lifecycle. Important business decisions were being affected by the antiquated software, often relying on intuition and guesswork rather than facts. Everyone in the organization was affected by the system’s faults – from the executive suite down to contract electricians.

For example, because the financial database had been separated from the event management system in 2006, all accounts receivable and event creation information had to be manually entered in both applications, creating duplicate work for all involved as well as introducing errors into the databases. Additionally, managing service delivery to the large number of exhibitors was primarily a paper-based manual process that didn’t support online ordering and payment. And then there was scalability. The MCCA realized that its systems were a serious impediment to its ability to grow as planned.

Because of the MCCA’s unique, multi-facility business structure and complex business processes, a commercial off-the-shelf application wouldn’t do. MCCA senior executives knew they needed a new, custom-built solution that was designed to support the specific needs of their business.

Moreover, such a solution needed to provide MCCA employees with more efficient, timely access to data. It had to automate workflows. It had to minimize manual processes and eliminate redundant data entry and utilize technologies that would provide flexibility and scalability for the future needs of the business. Finally, it had to deliver an easy-to-use and elegant user experience that the MCCA could eventually extend access to the application to clients and customers.

SOLUTION
After performing a thorough analysis of its needs, the MCAA brought in Optaros, a Boston-based professional services firm that designs, assembles, supports, and monitors custom Web applications using open source software. “Steve Snyder, the CIO and CTO of the MCCA liked the freedom and the choice that open source offered,” said Errol Apostolopoulos, a management consultant at Optaros, who managed the project. “The fact that we could build him an application based on industry standards was very attractive to him. There were the lower acquisition costs, of course. But then there was also the fact that all the open source technologies, tools, and platforms integrated together so well.”

The MCCA was looking for a scalable solution that could grow with the company — exponentially in regard to data structures. They determined that a SaaS, software as a service, type architectural model, allowing for plug-and-play, iterative updates would offer technology that could evolve and grow along with the organization.

From the beginning, it was clear that Red Hat’s JBoss Enterprise Application Platform was going to play a large role in the solution. “Part of our process is to go out and comb the open source community to find the best technologies we can leverage to build our solutions,” said Apostolopoulos. “JBoss was the absolute best choice for the MCCA.”

The MCCA solution contained three pairs of JBoss instances. The first pair was used for the online customer-facing site. By hosting JBoss Enterprise Application Platform in a clustered environment, the MCCA allows exhibitors to purchase services and materials online. Previously, they had to fax in their orders, which then had to be entered into the old event management system manually.

The second JBoss pair also involved using JBoss in a clustered environment, and was used for the MCCA’s internal event management site. This new event management application allowed MCCA personnel to manage all aspects of the event lifecycle – from sales, to event and space setup and configuration, to exhibitor services, to all financial aspects of the event. This application uses JBoss jBPM as the workflow engine for the initiation, review, and approval of space booking throughout the sales cycle, from pre-sales through confirmation upon receipt of the signed contract.

Optaros selected Google Web Toolkit (GWT) as the front-end of the system. Business services were developed using Hibernate frameworks to handle queries and transactions.

All JBoss applications and ESB servers were configured to run on Intel Xeon-based hardware under Windows Server 2003. The applications run on a cluster of SQL Server database servers configured for replication and failover. Today, the MCCA employs 10 production servers; four servers for quality assurance (QA) and testing; and two for developing enhancements to the system to run the application.

BENEFITS
MCCA personnel now have ready access to real-time data, as opposed to running reports and requesting information that was often hidden within the old system. Streamlined processes enabled by the new architecture have allowed staff to redeploy time previously spent on unnecessary manual and paper processes to focus on customer service. Overall, employees are much more efficient, and the corporate culture is much more customer-centric than under the previous system.

This tiered architecture is not only secure, but is also scalable, reliable, and available. For instance, the deployment manager can scale the three clusters independently based on their respective usage in terms of number of concurrent users, transactions volume, and more. From a security perspective, the ESB servers act as reverse proxies to a back-office financial management system and PayPal’s credit card processing network.

The fact that Optaros designed the applications using service oriented architecture (SOA)-based plug-in/plug-out framework means that the MCCA’s own IT team can integrate other external services into it as needed going forward. This gives the MCCA the flexibility and scalability to meet its growth objectives while keeping the main application stable.

From a financial perspective, the new applications have been a tremendous success. Employees are no longer wasting time manually inputting duplicate content into multiple systems, but can focus on higher-level tasks. As a direct result of this, the MCAA has been able to collect more than $500,000 in outstanding accounts receivables over the past six months.

And the new applications have allowed the MCCA to deliver a premiere customer experience. Under the old systems, work orders were comprised of 50- to 100-page documents that included details such as the number and location of chairs, the timing of food service, electrical needs, and everything else that impacts the success of an event. Today, all data related to an event is searchable, and MCCA customers are now able to order and update space, tables, internet access, electrical outlets and other services online rather than using the outdated paper faxing process. MCCA personnel are then electronically notified when there are any changes to work orders that affect their roles in an event, and the event system can be trusted to contain the most recent information.

These conveniences are only the first step. The MCCA wants to extend accessibility and transparency to the applications even further. For example, the MCCA hopes to eventually give taxi drivers access to the system so they can see in real time the transportation needs of people attending an event.

Finally, credit card processing is now completed automatically and in real time, instead of manual batch processing at the end of each business day.

“The competence of Red Hat’s consultants and support personnel clearly contributed to the application development team’s overall success,” said Apostolopoulos. “Their support enabled the project team to deploy systems more effectively with the assurance that additional assistance was only a phone call away. The Red Hat team went above and beyond our expectations.”

Apostolopoulos said that he recommends JBoss to its customers whether they are building new applications from scratch or migrating existing applications from proprietary hardware and software to an open source platform.

“We’re finding more enterprises choosing open source – not just because of its low cost and ability to scale, but also because of the flexibility it gives them to choose components that plug and play into their systems as their needs change,” said Apostolopoulos. “And JBoss is clearly the industry middleware standard for these increasingly strategic open source projects.”

“Our customers will soon have access to the same data the staff does, so people can order more services directly through the system,” said Steve Snyder, chief information officer for the MCCA. “The shopping cart and credit card processing for basic client needs are only the first step in offering more accessibility and transparency for customers to directly access data. The MCCA has hopes of allowing more constituents to access pieces of the system. The technology and system that was built, the cooperation between the JBoss, Optaros, and MCCA teams, the full buy-in from MCCA executives to end-users, and everyone being involved in the whole process truly made this deployment a resounding success.”

COMPANY: American Family Mutual Insurance Company

INNOVATION AWARD CATEGORY: Management Excellence

INDUSTRY: Property and Casualty Insurance

GEOGRAPHY: North America

BUSINESS CHALLENGE: Needed a cost effective centralized management solution for its 1,200 instances of JBoss Enterprise Application Platform that would scale with its growing computing infrastructure

MIGRATION PATH: ad hoc monitoring solutions to JBoss Operations Network

SOFTWARE:JBoss Operations Network (JBoss ON), JBoss Enterprise Application Platform on 150 plus systems, Red Hat Consulting, Oracle DB, HP OpenView

HARDWARE: Intel based Dell x86 commodity servers

BENEFITS: Improved availability and reliability of applications, a monitoring solution that can manage a large number of application server instances, simplified management, enhanced management and monitoring, and reduced costs

Download the PDF case study

COMPANY BACKGROUND
American Family Mutual Insurance Company, the nation’s third-largest mutual property and casualty insurer and 14th-largest property and casualty insurance company group, offers multiple insurance lines. These offerings include automotive, home, life, health, and business insurance.

American Family began with three employees in 1927 and has since grown to become a Fortune 500 company that generated $6.7 billion in revenue in 2008. American Family has 4,000 agents who serve 19 states.

BUSINESS/TECHNICAL CHALLENGE
An issue of scalability was American Family’s greatest technical challenge, as the Java application server environment was growing consistently and there was a need to identify a cost effective, stable and reliable management solution that would complement this growth. American Family’s prior management system could not scale to the size needed at an appropriate cost.

American Family deployed JBoss Operations Network (JBoss ON) across 1,200 JBoss application server instances and is using it to monitor and manage those systems.

DESIRED SOLUTION
American Family required a systems management solution that would provide: Real-time monitoring, alerting, historical trending, and the ability to control running systems in its JBoss Enterprise Application Platform environment. Performance of the product was a huge criteria-performance not only to scale, but to be responsive so that the operations team could use it successfully on a daily basis.

JBOSS PRODUCTS USED IN FINAL SOLUTION
About 3 years ago, American Family began migrating its IBM WebSphere environment to JBoss Enterprise Application Platform to run many of the company’s business critical applications, including billing and claims, customer information management, an agent-facing sales suite, and web services. As the JBoss environment grew, American Family quickly identified the need for the tools to help monitor and manage the servers. The company evaluated a number of tools from several leading vendors and selected JBoss ON based on cost, scalability, and functionality.

The American Family operations team was asked to monitor, manage, and control a very large computing infrastructure with several different tools. JBoss ON will allow the Computer Operations team to manage the entire JBoss infrastructure with one console.

American Family will also continue to look for additional opportunities to use JBoss ON with their application developers. It is hoped that by using JBoss ON, American Family will be better able to detect and fix problems earlier in the software delivery life-cycle.

BUSINESS IMPACT
American Family expects to see improved reliability in the application server space due to the JBoss ON feature of historical trend analysis of key system metrics and faster time to react when there are problems due to the alerts based on those same metrics.

American Family is hoping to extend this capability into application support areas to detect problems early in the software development lifecycle. Through alerting, monitoring, and the opportunity to proactively address situations before they cause an outage, JBoss ON will improve the reliability and availability of Java application server applications and keep internal customers satisfied.

Ad hoc management scripts and tooling will be replaced with JBoss ON. The result should reduce time and effort needed to manage, monitor and control systems.

VALUE-ADD TO BUSINESS FROM JBOSS
American Family has been working in a collaborative manner with the JBoss ON engineering, support and product team for close to two years. JBoss provided four people on-site and over the course of two days, they worked out a number of technical challenges that could not have been tested or seen in the lab. This collaboration has resulted in improved scalability and features.

END-CUSTOMER VALUE
By working together, American Family and Red Hat have given back something of value to the open source community.

RED HAT CONSULTING / SUPPORT
American Family worked closely with JBoss ON resources to ensure that the product met functional and non-functional requirements such as scalability and performance.

ADVICE FOR COMPANIES FACING SIMILAR CHALLENGES
American Family suggests detailing the desired solution’s requirements and identify a provider who not only can offer the specific product, but also the support and willingness to collaborate and devote resources to making the relationship successful.

INNOVATION
The American Family and JBoss collaborative work on JBoss ON blazed a trail for the future features and scalability of the monitoring and management product and will provide benefits to other customers and developers to capitalize on.”

COMPANIES: Harvard Business Publishing (HBP) and Rivet Logic

CATEGORY: Optimized Systems

INDUSTRY: Publishing

GEOGRAPHY: Cambridge, Massachusetts

BUSINESS CHALLENGE: The HBP’s ability to get new products to market and the quality of the customer experience at its e-commerce site were hindered by a proprietary operating system, a difficult-to-use legacy content management system (CMS), and inflexible customer-facing Web applications, which were negatively impacting the HBP’s revenues and limiting growth

MIGRATION PATH: From a proprietary operating system running a proprietary legacy CMS application to Red Hat Enterprise Linux and JBoss Enterprise Application Platform running the Alfresco Content Management System

SOFTWARE: Red Hat Enterprise Linux, JBoss Enterprise Application Platform and Frameworks including JBoss Seam, JBoss Hibernate, jBPM, Oracle Database, and Alfresco’s open source Content Management System

HARDWARE: Intel™ Xeon™ processor-based Dell™ 2950 multicore servers

BENEFITS: Increased employee productivity, lowered IT operational costs, and increased Web site traffic and e-commerce transactions

Download the PDF case study

BACKGROUND
Harvard Business Publishing (HBP) is a not-for-profit, wholly-owned subsidiary of Harvard University which publishes a range of content – both print and online – bridging the knowledge gap between academic and the corporate world. It serves three primary markets: academic, enterprise, and individual managers. With more than 250 employees, the HBP’s mission is to explore and improve management practices around the world. HBP’s major Web properties include the online version of Harvard Business Review (hbr.org), Harvard Business Digital (harvardbusiness.org), and Higher Education (www.hbsp.harvard.edu). Rivet Logic and HBP were selected for the Optimized Systems Innovation Award for the use open source solutions from Red Hat, JBoss, and Alfresco that have enabled increased stability and the ability to develop products faster, bundle existing products more efficiently, and generate new revenue opportunities by increasing site traffic and offering richer, fresher, and more varied content.

Rivet Logic provides professional open source services and solutions that help organizations engage with customers, improve collaboration, and streamline operations. The company offers a full suite of JBoss professional services – including deployment, customization, and integration – enabling clients to fully leverage the power of the world’s leading open source enterprise middleware stack. With complementary expertise in the Alfresco content management platform, Rivet Logic offers integrated, content-rich, and Web-oriented architecture (WOA)-enabled solutions that power a new generation of interactive Web properties, enterprise intranet applications, and collaborative Web 2.0 communities.

BUSINESS CHALLENGE
To stay innovative and develop new products faster, HBP’s business users require the ability to easily access and use content from a variety of systems across the range of HBP business units. But the existing aging content management system was limiting access to only a few trained power users, which routinely resulted in productivity bottlenecks across all units.

To further challenge the workflow and production of HBP products, critical content resided on various shared drives across the enterprise or was locked up in the proprietary system, making it increasingly difficult for HBP to repurpose existing content into the kind of new digital media products that the fast-moving business information marketplace was seeking.

“Strategically, HBP knew it needed to transform itself from a print organization – which what it was for the past 10 to 20 years – to a digital media organization,” said Mike Vertal, CEO of Rivet Logic Corporation, a professional open source services and solutions firm hired by the HBP to reengineer the core IT platform and mission-critical applications.

The growing array of aging and disparate legacy middleware and operating systems used to run HBP’s Web sites was also proving increasingly unstable. The system routinely caused integration hurdles, IT bottlenecks, and escalating operational costs due to personnel overhead and software licensing fees. The lack of easy-to-use Web publishing tools hindered the editorial staff’s ability to deliver fresh and innovative content and, consequently, limited HBP’s ability to drive site traffic and therefore the ad revenue and e-commerce transactions that contributed directly to the firm’s bottom line.

In addition to the financial overhead due to high software licensing and maintenance costs, a large percentage of IT operational costs and human resources were spent just keeping the old systems running, leaving little time and resources for developing innovative new products. The proprietary legacy systems were difficult to customize and integrate, and could not scale to keep pace with HBP’s expanding business.

SOLUTION
HBP recognized it needed to replace its proprietary content management system with a robust, yet easy-to-use enterprise-grade content management system that would facilitate access to its high-value content to its business users and integrate seamlessly with existing systems such as enterprise content repositories, search and merchandising tools, e-commerce systems, ad networks, Web analytics, and community-building applications such as blogs.

HBP required a solution that provided increased flexibility around page design and messaging, easy access to digital products, a uniform user experience, easy-to-use e-commerce experience, and improved visitor experience for user registration and session management. HBP also sought a higher level of performance, scalability, and rock-solid stability.

One absolutely non-negotiable requirement: the new solution needed to be built with open source software and an open architecture with an enterprise Java foundation at the core. It also needed to support rapid, lightweight development at the upper layers of the application stack – most notably at the user interface layer and presentation tier. This requirement would focus on HBP’s business goals and on leveraging HBP’s very high-value content and core capabilities to enable future innovation.

This is where Rivet Logic came in. Rivet Logic provides professional open source services and solutions and offers a full suite of JBoss professional services including deployment, customization, and integration – enabling clients to fully leverage the power of the world’s leading open source enterprise middleware stack.

Rivet Logic implemented an end-to-end open source solution that delivered on all of HBP’s requirements. HBP’s production ecosystem was built on Red Hat Enterprise Linux on Intel Xeon processor-based Dell 2950 servers with dual and quad core CPUs, running JBoss Enterprise Application Platform, Apache, Oracle Database, and the Alfresco Content Management System.

JBoss Enterprise Application Platform was used as a core component for the dynamic content delivery system and e-commerce experience. JBoss Enterprise Application Platform provided the basis for a WOA that enabled straightforward integration with numerous enterprise back-end systems and third-party Web services, including enterprise resource management (ERP), ad servers, XML repositories, taxonomy management, third-party search, Web analytics, and a user ID management system.

In addition, JBoss Seam served as the rich user interface (UI) framework for an intranet application for enterprise content management, and the public-facing Web applications for the online versions of Harvard Business Review at hbr.org, HBP’s e-commerce site at harvardbusiness.org, and HBP’s Higher Education site at www.hbsp.harvard.edu. In all cases, the JBoss Seam applications were integrated with Alfresco for back-end content management. The intranet application utilized Alfresco’s document management (DM) repository, whereas the Web site applications utilized Alfresco’s Web content management (WCM) repository.

JBoss Hibernate provided the persistence layer for all application logic and user-generated content, and jBPM governed workflow for editorial content and publishing processes. The JBoss Enterprise Application Platform provided the foundation necessary for HBP’s mission-critical applications that required high performance and scalability. Rivet Logic used a WOA approach for the need for single-sign-on support, while also enabling integration with a variety of systems, including a blogging platform (blogs.harvardbusiness.org), e-commerce, an XML repository (for HBR article content), and community platforms. Integration with a third-party search engine offered powerful faceted search and navigation functionalities. This content delivery approach also met standards-compliant XHTML/CSS requirements, maintained SEO-friendly URLs, and allowed for straightforward integration of Web analytics. Integration between JBoss and Alfresco was streamlined by using free and open source software from Rivet Logic, including the Remote Alfresco API rivet for Alfresco DM integration and the Crafter rivet for Alfresco.

The JBoss Seam intranet application allows enterprise users to:

- Navigate, search, find and retrieve relevant content quickly through a combination of full-text search, metadata search, and content relationship browsing

- Create and enter new content and associate metadata and relationships

- Manage digital rights of product-related media

- Restrict access to certain types of content through role-based user authorization

“The new JBoss and Alfresco based intranet provides an easy way for end-users to search and find content, as the search results deliver detailed content, such as individual chapters, images, author bios and the public-facing HBP site provides visitors a rich experience for navigating and consuming HBP’s digital content,” said Vertal, “The JBoss and Alfresco based Web content delivery system provides the dynamic and feature-rich functionalities HBP needed in a simplified manner by seamlessly connecting the presentation, application and content repository layers.”

BENEFITS
By using Red Hat, JBoss, and Alfresco open source solutions, HBP has gained platform agility that enables brand management, broader community functionality, and increased site traffic. The JBoss and Alfresco integrated solution has enabled HBP to gain the stability and ease of use it required to empower business end users and integrate with a host of critical applications and systems. With the new system in place, HBP can now develop products faster, bundle existing products more efficiently, and generate new revenue opportunities by increasing site traffic and offering richer, fresher, and more varied content.

From a developer perspective, HBP’s IT department can now focus on value-added development of new application and site features given the open source architecture and the modern WOA infrastructure. Dramatically less time and resources are now spent on maintaining rigid, legacy systems that carried expensive maintenance and software licensing costs.

The new implementation has enabled HBP to better leverage the value of its branded content, including articles, books and book chapters, blogs, podcasts, and videos – easily, quickly and securely.

“Uniting all content across the enterprise led to the rapid development of new digital media products and richer content on HBP’s revenue-generating Web properties,” said Vertal, “With Red Hat, JBoss and Alfresco, HBP has enhanced the visitor experience with improved navigation, along with much faster Web site performance. By offering fresher and more dynamic content and increasing site traffic, HBP has started to expand its revenue opportunities.”

“This project was as mission-critical as they come,” said Vertal. “It encompassed the back-end repository, the front-end application that internal users deployed to create new content and products, and a customer-facing Web application that delivered those products to customers through a variety of channels. Red Hat Enterprise Linux coupled with JBoss Enterprise Application Platform drove a total transformation of the way that HPB approached product development and delivery.”

Business agility has also increased by orders of magnitude, said Vertal. “Because we were on the new platform, in a matter of months we were able to replace the entire e-commerce front end with a much better user experience and more manageable applications.”

The stability of the system has also proven itself. And, looking forward, HBP has plans to begin incorporating social media into the site using collaborative tools and community applications that will enable its employees to become better engaged with customers. “This will allow HBP to build and maintain better customer loyalty across its entire customer base,” said Vertal.

“We utilized leading edge, open source platforms from Red Hat, Alfresco, and Rivet Logic to implement a large-scale, high-value, business-critical solution that spans internal enterprise collaboration applications, public-facing Web properties and communities, and business-critical e-commerce applications,” said Vertal, “We believe this project demonstrates the powerful benefits that commercial open source software from Red Hat, JBoss and the open source ecosystem is ready to deliver to major enterprises for the converged world of content, community, collaboration, and commerce.”
CUSTOMER ADVICE

“Any enterprise or government agency that is looking to increase employee productivity and/or improve relationships with customers should seek to leverage next-generation solutions that expand their use of content, community, collaboration, and community. And just as the consumer Web 2.0 was built on open source software, these next generation Enterprise 2.0 solutions are being built on enterprise-grade, commercial open source software from Red Hat, JBoss, Alfresco, and others. All organizations should seek to leverage commercial open source software as much as possible for any and all future enterprise software initiatives,” said Vertal.

“Businesses should remember that software is a means to an end, not an end in itself. Companies should first focus on business requirements and desired results, and leverage the best-of-breed software technologies that will help them get there. And whether the business needs better internal-facing, content-enabled enterprise applications, improved external-facing Web properties, or e-commerce platforms, JBoss software has proven it can help deliver tremendous bottom- line results,” said Vertal.

FAST FACTS

Company: National City Corporation

Industry: Financial services

Geography: North America

Business Challenge: Reengineering the datacenter infrastructure with a cost-effective and scalable platform that provided mission-critical reliability and superior performance to accommodate fast-paced business expansion

Software: Red Hat Enterprise Linux, JBoss Enterprise Application Platform, Oracle DB

Hardware: 600 Intel Xeon Processor-based x86-based physical and virtual HP ProLiant DL580 servers

Migration Path: From UNIX systems, including Sun Solaris, running on proprietary RISC machines to Red Hat Enterprise Linux running on Intel Xeon Processor-based HP ProLiant servers

Benefits: Reduced IT operating costs down to two cents per transaction which has the potential to save millions over the life of the systems, provided the ability to scale for business growth, and reegineered datacenter without unscheduled business interruptions

Download the PDF case study

“In addition to its ability to scale, Red Hat Enterprise Linux has rock-solid reliability and has been extremely stable. Our decision to standardize on the Red Hat Enterprise Linux infrastructure was key to enabling rapid business growth while maintaining customer service levels.” – Thomas McGinnis, platform engineer, PNC (formerly National City Corporation)

BACKGROUND
Prior to being acquired by PNC Financial Services Group, Inc. (www.pnc.com), National City Corporation was the eighth largest financial holding company in the country, with core businesses of commercial and retail banking, mortgage financing and servicing, consumer finance, and asset management. As a part of PNC Financial Services Group, Inc. one of the nation’s largest diversified financial services organizations – which provides retail and business banking; specialized services for corporations and government entities; wealth management; asset management; and global fund services – PNC will become the fifth largest U.S. bank by deposits.

The acquisition of National City is expected to place PNC fourth among U.S. banks based upon number of branches, and will give PNC the No. 1 deposit share position in Pennsylvania, Ohio, and Kentucky and the No. 2 position in Indiana and Maryland.

BUSINESS CHALLENGE
Due to increasing business demands, rising costs, and an aging database infrastructure, National City had made the strategic decision to reegineer its datacenter infrastructure.

National City decided that reegineering its datacenter by migrating from costly proprietary RISC machines running Sun Solaris and other UNIX distributions to commodity x86 blade machines running Red Hat Enterprise Linux would enable future growth. Two things drove this decision: a directive from senior management to cut costs, and the need to scale capacity quickly to accommodate the rapid growth of the business.

“Our processing needs were going up, and we needed to find a way to meet those needs at the lowest possible cost,” said Thomas McGinnis, a platform engineer at what was then National City, in Cleveland. “Clearly, this pointed to the deployment of Linux on commodity hardware as opposed to building an entirely new datacenter.”

SOLUTION
Reegineering National City’s datacenter infrastructure was vital in enabling the continued growth of the bank’s business. The existing datacenter contained costly systems running UNIX, with no opportunity to scale for growth. The datacenter’s new infrastructure runs Red Hat Enterprise Linux on a combination of physical and virtual HP ProLiant DL580 servers in a production environment.

In evaluating Linux vendors, it became quickly apparent to National City that the choice was between Novell SUSE or Red Hat Enterprise Linux. National City asked its internal developers and administrators for feedback and their response was quick and decisive: Red Hat Enterprise Linux.

“Their reasons centered upon the richer functionality and performance that Red Hat Enterprise Linux provided, as well as their familiarity with that particular Linux distribution,” said McGinnis. “For our users, Linux was synonymous with Red Hat, and we were also impressed that we would get superior performance, reliability, and stability at an attractive pricepoint.”

The Intel Xeon Processor-based HP ProLiant servers running Red Hat Enterprise Linux support the bank’s most business-critical applications, from Oracle financial software, to JBoss Enterprise Middleware-based applications, online transaction processing (OLTP) systems and customer-facing loan application systems. All are replicated with immediate storage back-up.

National City’s datacenter has deployed 150 HP ProLiant servers running 400 virtualized instances of Red Hat Enterprise Linux. “We did this primarily for cost reasons,” said McGinnis. “We were purchasing increasingly powerful hardware, and needed a way to condense things down. We’re at a point where we can get as many as 1,100 guests running on a single rack of blade servers natively running Red Hat Enterprise Linux.”

One of the crown jewels of National City’s IT infrastructure was a new high-density facility featuring water-chilled racks, each of which could hold 54 blade servers. “It really improved our ability to provision hardware quickly, as we could pre-deploy the hardware and pre-stage it,” said McGinnis.

A homegrown application allows users to request resources, and the application designs and deploys the servers they need automatically. “Users put requests in and we can satisfy the requests within the day,” said McGinnis.

“In addition to its ability to scale, Red Hat Enterprise Linux offers rock solid reliability and has been extremely stable. Our decision to standardize on the Red Hat Enterprise Linux infrastructure was key to enabling rapid business growth while maintaining customer service levels,” said McGinnis.

BENEFITS
The price-performance of the Red Hat Enterprise Linux platform has proven exceptional. In 2007, PNC evaluated the best platform to run Oracle Financials Software.

“We tested UNIX running on a variety of machines including a RISC server that cost a quarter of a million dollars and is one of the most powerful boxes you can buy, and compared it to a Intel Xeon processor-based HP Proliant DL580 running Red Hat Enterprise Linux,” said McGinnis, “The Intel Xeon processor-based HP and Red Hat Enterprise Linux combination blew everything away. Given those performance results, we started migrating our Oracle applications over to Red Hat Enterprise Linux immediately.”

“Red Hat is acknowledged by everyone in our organization – from senior management on down — as key to supporting the growth of our business,” said McGinnis. “It has allowed us to scale at a cost we could not have achieved with any other vendor.”

As Red Hat’s reputation within National City grew, the bank’s business divisions began asking for their applications to run on Red Hat Enterprise Linux. Today it is the the standard operating system. “The internal performance related adoption made things a lot easier for us, as it allowed us to phase out even more of our UNIX machines in favor of Red Hat,” he said. The bank continues to perform benchmarks to validate that its strategy is on course.

“We were able to improve the price-performance of our financial applications on the Red Hat and Intel processor-based HP ProLiant servers to achieve two cents per transaction, which will translate to millions in savings,” said McGinnis, “and was far lower than what we were able to achieve with the UNIX based systems.”

The large – and growing – community of application vendors that certify their software on Red Hat Enterprise Linux accelerated adoption throughout the bank. “A lot of vendors were initially cautious, but we gradually saw more and more application certifications as more businesses moved to Red Hat Enterprise Linux from proprietary operating systems,” said McGinnis. “This is now one of the major attractions of Red Hat.”

Red Hat Enterprise Linux also paved the way for other, indirect, cost savings. For example, its ease of use made it possible for the bank’s IT employees to be more productive.

“Red Hat Enterprise Linux is a lot more user-friendly than Solaris, which has a very high learning curve,” said McGinnis. “This allows our team to do more. That, coupled with the fact that Red Hat’s business model provides more for less, gave us the opportunity to achieve even more significant cost savings.”

Contact Red Hat Sales

Download the PDF case study

FAST FACTS

Industry: Healthcare

Geography: Singapore

Business Challenge: Needed a solution to enable them to proactively monitor, track and respond in terms of bed usage and associated resources

Migration Path: Paper-based system to Red Hat Enterprise Linux and JBoss Enterprise Application Platform

Red Hat Alliance Partner: Y3 Technologies Pte Ltd

Software: JBoss Enterprise Application Platform, Red Hat Enterprise Linux

Hardware: IBM PowerSeries 2 P6-570 virutalized server running on Red Hat Enterprise Linux

Benefits: Bed management solution improved bed turnaround, and thus staff productivity; real-time information enables staff to provide improved patient care

“Red Hat Enterprise Linux and JBoss Enterprise Application Platform, together with Y3, offered a unique solution that met our needs and exceeded our expectations.”
– Fong Yong Choi, MIS manager at MAH

Download the case study [PDF]

BACKGROUND
Mount Alvernia Hospital (MAH) began as a 60-bed private hospital in Singapore in 1961, and has since grown to a 303-bed general hospital. The hospital provides services to local medical, surgical, pediatric, and maternity patients, and offers a comprehensive range of specialities. In addition, MAH has two medical centres, which are occupied by consultants who provide a wide range of medical and surgical specialist services.

MAH ensures that its facilities are constantly upgraded to keep abreast of advancements in medical technology and techniques.

BUSINESS CHALLENGE
As MAH operates round the clock, patients can be admitted at any point in time. The hospital relied heavily on telephone, email or fax coordination with different departments to ensure that patients are assigned the correct beds.

Bed information gathered was consolidated on paper, which was used by the night manager to verify bed status when performing the hospital round from room to room.

Recognizing that MAH was faced with these challenges, Y3 Technologies, a Red Hat Alliance Partner, proposed an open source Bed Efficiency and Management (BEAM) system which would allow the hospital to better manage admissions, and track bed usage with the use of wireless and mobile technologies. BEAM should provide visibility on the hospital’s bed capacity, bed demand forecast and status of pending discharges for resource planning.

While other vendors also proposed solutions for MAH, the hospital chose Y3 Technologies’ BEAM solution for its rich interface architecture and Service Oriented Architecture (SOA) enabled framework based on Red Hat and Oracle technologies.

BEAM was evaluated on the following criteria: ease of integration with existing IT infrastructure and resources, reliability, performance and availability of technology, cost-effectiveness, and vendor independence. In addition, MAH wanted a provider that had experience in implementing the proposed solution in a hospital.

“Open source is known to be cost effective and we are finding value as the technology is now stable, mature and of low risk to us. Furthermore, open source is well supported by major vendors such as IBM and Oracle, thus the time is right for Mount Alvernia to embark on this journey to use the technology to improve and enhance the current operations,” explained Fong Yong Choi, MIS Manager at MAH, on why he chose to adopt open source and Red Hat.

SOLUTION
The solution comprised Red Hat Enterprise Linux, JBoss Enterprise Application Platform, Oracle databases, and Java Platform Enterprise Edition 2, running on a virtualized IBM PowerSeries 2 P6-570 server. Red Hat Enterprise Linux sits on top of the enterprise backup software, with the systems management server as gateway. JBoss Enterprise Application Platform supports the hospital’s mission-critical applications, one of which is BEAM. JBoss Hibernate forms part of the object relational mapping (ORM) for the application framework.

BEAM was implemented in all wards that run 24 hours a day, and other departments such as front office, admission, housekeeping, nurse, and nurse wards.

With the successful deployment of BEAM, MAH plans to explore the feasibility and benefits of extending the open source platform to other systems within the hospital.

“We are more than satisfied with the overall performance of the system and the underlying system software running on Red Hat Enterprise Linux and JBoss Enterprise Application Platform. From the solution point of view, we are happy that it has achieved the objectives that were set up. Our expectations have been met with outcome of the project” said Yong Choi.

The collaborative project among MAH, Y3 and Red Hat has broken new grounds in terms of information technology strategy and business operation.

BENEFITS
Following its successful deployment, BEAM has brought about many unforeseen benefits.

Employee productivity has increased as a result of an online, electronic whiteboard that minimizes bed location confusion.

As the system proactively notifies the housekeeping department on pending discharges and discharges for the day through the use of mobile devices, dependence on the nursing department is reduced. The housekeeping department no longer has to perform room-to-room checks for vacated beds prior to cleaning.

MAH’s booking department has also benefitted as bed status is available in real-time. Booking staff can now make more informed decisions and quickly locate and assign available beds for urgent admissions. These assignments can be made any time and at any location using wireless mobile devices.

The MAH management team is also positioned to make better decisions, as key performance indicators are readily available from the management dashboard. These indicators include cutting bed turnaround time to less than 30 minutes, and quality monitoring of housekeeping now achieves excellent or good rating. It used to take around 40 minutes to turn a bed around.

By creating a paperless environment, BEAM has enabled the hospital to support the green environment campaign.

“The key to the success of the project is knowledge sharing and strong management support. Given that MAH has the healthcare domain, Y3 and Red Hat provided the needed technology and solution to be able to meet the business objective,” said Jocelyn Austria, bed management system project manager, Y3 Technologies.

“MAH has shown its pioneering spirit by embarking on this project. It is truly a leader in the field of healthcare and has shown technology proficiency as it has used a unique solution to improve its operations and services,” said James Loo Wai Kheong, COO, Y3 Technologies.

Red Hat Enterprise Linux and JBoss Enterprise Middleware form bedrock for over 120 applications and high traffic web portal

FAST FACTS

Industry: Publishing

Geography: United Kingdom

Business Challenge: To replace inefficient, incumbent systems with a reliable and affordable standardised system

Migration Path: A number of different platforms, including Tomcat, to one standardised platform based on Red Hat Enterprise Linux and JBoss Enterprise Middleware

Hardware: x86 commodity hardware

Software: Red Hat Enterprise Linux, JBoss Enterprise Application Platform including JBoss Hibernate

Benefits: Gained increased knowledge management, expanded stability, and reduced operational costs

“We are more than happy with JBoss Enterprise Application Platform. Our 60-strong development team are happy with the implementation and the operation teams understand it, laying strong foundations for the future.”
– Peter Hanlon, chief technical architect, Trader Media Group

Download the case study [PDF]

BACKGROUND
AutoTrader.co.uk is the UK’s No. 1 motoring website, with over 10.3 million monthly unique users, who carry out over 106 million searches on new and used vehicles*. The brand is building a competitive position across all effective channels including online, mobile and magazine. (*Source: Auto Trader Audit, January 2009).

AutoTrader.co.uk is owned by Trader Media Group, one of Europe’s largest specialist multi-media groups and provider of market leading websites and its associated magazines, including Top Marques, Bike Trader, Truck & Plant Trader, Ad Trader, Motorhome and Caravan Trader, Farmers Trader – all with the largest reach in their sectors, through web visitors and magazine readership.

Trader Media Group operates in the UK, Ireland, Italy and South Africa. The Group is looking to expand on its winning formula: giving trade customers the opportunity to choose all effective channels to market; building the service and relationship with dealers and manufacturers; and strengthening its portfolio of automotive and specialist classified titles.

Trader Media Group is jointly owned by Guardian Media Group and Apax Partners.

BUSINESS CHALLENGE
Previously, Trader Media Group was using a variety of different platforms to support various applications across the AutoTrader website, posing a challenge to maintain in terms of cost, efficiency, and, in particular, knowledge management.

Trader Media Group recognised the need to replace these inefficient, incumbent systems with a reliable and affordable alternative. The objective was to standardise its system on one stack, streamlining the maintenance and support required for applications to run on AutoTrader.co.uk.

From a business point of view, there were significant costs associated with running multiple platforms. From an operational perspective, it also wasn’t logical for the operations team to undergo a steep learning curve to understand various aspects of the platform in order to address specific issues that arose.

SOLUTION
Trader Media Group evaluated a number of open source and proprietary solutions that could offer the flexibility and stability that its critical platform required. The team felt that proprietary applications such as WebSphere didn’t offer the full value at the cost-effective price that the organization desired. Trader Media Group needed a platform that could run Enterprise JavaBeans (EJB) and Hibernate on an enterprise level and at an affordable price, and it was a natural choice to select JBoss Enterprise Application Platform which integrates a clustered Java EE application server with next generation application frameworks, such as Hibernate.

The migration to standardise the AutoTrader website on JBoss Enterprise Application Platform began in 2006, and because AutoTrader.co.uk was a live site, the process was deliberately gradual. It took two years to complete the migration in total, with around 120 applications being migrated onto JBoss Enterprise Application Platform.

The decision to undertake a gradual, low-risk migration was based on cost, resources, and the need to maintain a competitive edge. The AutoTrader IT team had a strategy of migrating the different applications and elements of the site and schedule of when specific projects were to take place. The alternative, which would be to migrate the site in one go, would have been a resource draining project for the whole team over a four-month period, stifling the continuous innovation and development of the site that helps maintain its position as the leader in the market.

The solution deployed included Red Hat Enterprise Linux as the operating platform and JBoss Enterprise Application Platform for messaging and Web Services, which includes JBoss Hibernate, which is a high performance object/relational persistence and query service. The eco-system also includes core search technology from Endeca.

The Trader Media Group team developed a virtualised image, which means that it can quickly deploy new servers when needed. The combination of Red Hat and JBoss solutions allows Trader Media Group to buy, deploy, and redeploy additional servers at very competitive prices.

BENEFITS
Standardising on JBoss has resolved the issues Trader Media Group had with running different platforms. The combined Red Hat Enterprise Linux and JBoss solution has given Trader Media Group a more resilient, high-performing, and stable platform and has ensured that any problems can be resolved quickly by the team.

Trader Media Group’s key consideration is supportability. It is crucial that the operations team can understand and support the software. Internally, the fact that Red Hat offers a combination of technology, spanning the operating system and middleware layers, through one complete solution from one reliable vendor offers value for its internal IT staff.

With Red Hat solutions, knowledge management has been simplified considerably, and because the new platform is open source, it has helped to build a strong community where staff can discuss issues and knowledge can be exchanged.

The resulting stability of the business-critical AutoTrader website is also recognised as an important benefit of the Red Hat solution. The availability, stability, and speed of the AutoTrader website is key to the company maintaining its leadership in the market. Users need to know that they can rely on a fast, accessible site that is available 24 hours per day, seven days per week.

Peter Hanlon, chief technical architect, Trader Media Group, said, “In Red Hat and JBoss we have acquired an integrated platform that includes all the core components required, such as messaging and Web Services, resulting in an enterprise-level infrastructure, out of the box. We are more than happy with JBoss Enterprise Application Platform running on Red Hat Enterprise Linux. Our 60-strong development team are happy with the implementation and the operation teams understand it, laying strong foundations for the future.”

As a leading publication competing in a highly dynamic market, AutoTrader is constantly looking for new ways to both improve the users’ online experience and to carve out costs from its publishing model. With a solid open source architecture now in place, and a vibrant open source development community now established within Trader Media Group’s in-house development team, the future evolution of AutoTrader.co.uk will be built on the reliable Red Hat Enterprise Linux and JBoss Enterprise Application Platform.

FAST FACTS

Company: SNS Bank

Industry: Financial Services

Geography: Netherlands

Middleware: JBoss Enterprise Application Platform and jBPM

Operating System: Red Hat Enterprise Linux

Benefits: Flexible and high-performance platform; fast, standardized development, cost effective, low total cost of ownership.

BACKGROUND
SNS Bank was established in 1817 and is one of the top five banks in the Netherlands with more than 3, 300 employees in 146 branches. It is part of SNS REAAL, a Dutch service provider specialising in insurance and banking, and provides consultation for private and business customers looking for smart solutions to broaden their financial possibilities.

SNS IT is a 300-person branch of SNS Bank that is in charge of the entire IT infrastructure and determines the overall IT strategy including the development, monitoring, and maintenance of the bank’s IT systems. SNS IT ensures the uptime and availability of the systems connected to more than 3,000 workstations, producing the more than 500,000 transactions on a daily basis.

BUSINESS CHALLENGE
As one of the top five Dutch financial institutions, SNS Bank in the Netherlands made a strategic decision to use technology to empower its customers online by fully automating its business processes. The ability to automate its service channels required SNS bank to apply Business Process Management (BPM) techniques to existing selling channels by revamping both its public and internal process in order to provide its end users with an online, full-scale Straight Through Processing (STP) experience. As a prominent financial institution, the need for online STP was of crucial importance to its cost effective banking model in an ever turbulent and changing financial world.

In order to effectively move towards a full-scale STP experience, SNS wanted to align its goals to be continue to be completed via Open Source Software, Service Oriented Architecture (SOA), and BPM.

SOLUTION
In an effort to effectively target and increase processing efficiency by eliminated unnecessary human intervention, SNS Bank decided to utilize JBoss jBPM after its use with JBoss Application Server in 2002 proved to be effective. SNS Bank wanted to ensure that its customers were informed at crucial process steps since open communication has always being an important factor in customer experience. In the beginning of 2007 the first full scale STP project was kicked off, with the goal of putting new savings products online in the start of 2008.

There was a shift in component strategy in 2004 from three main commercial suppliers to one where FOSS components are preferred when possible. Open source is quite pervasive throughout the solution architecture of all current projects. Furthermore, the development environment and tooling used to implement this solution consists of almost only open source software. Red Hat Enterprise Linux is the proven server environment, JBoss Enterprise Application Platform is hosting the web services and jBPM is the business process engine, the SNS Bank has a powerful infrastructure for exposing the selling channels.

With the implementation of the JBoss Application Server hosting the jBPM process engine, SNS Bank now has a solution that consists of a web-based front-end that allows customer access to products and services. All customer communications are managed by a document management process that tracks both post and electronic communications. The various back-end systems are accessed via a web services layer. In the event that it become necessary to deal with exceptions or be required by law that human decisions be made in the course of a process, there is a web based interface that uses web services to add, modify or end a customer process. As of 2009 the SNS Bank has deployed multiple projects exposing many products and service processes to its customers.

BENEFITS
In the current situation JBoss and jBPM have proven to be both cost effective in terms of ownership and in terms of speed of deployment. Reliability has been improved, with absolutely no issues since it has been implemented. Having access to the JBoss technical team, the various online open source communities, and a support contract have proven time and again that the choice for JBoss was the right one.

As strategic products made available to customers empowered by JBoss and jBPM, SNS Bank is able to adjust easily to customer needs. Products and product lines can be introduced into existing business processes in a cost effective manner. The flexibility to combine extends beyond products, product lines, and selling channels to become a very effective tool to reach customer bases in a timely and personalized fashion.

Customer communication are now personalized and tailored to specific processes, products, and customers personal needs as the data generated by their behavior within the processes is documented. There have been very positive reactions from customers with regards to the speed, quality, and the level of detail in communications.

With an ever growing base of BPM process definitions it is clear that the time to market for similar products is much quicker. SNS Bank has projects with estimates ranging from one third to one half of the initial development hours put into initial projects.

FAST FACTS

Company: Red Hat

Industry: Open source software

Geography: US – Raleigh, NC

Opportunity: Implement and build a reliable, high-performance platform using SOA to meet growing business and performance demands

Migration Path: Tomcat 5 to JBoss Enterprise Application Platform, Oracle BPEL and, Mule ESB to JBoss Enterprise SOA Platform.

Software: JBoss Enterprise Application Platform, JBoss Enterprise SOA Platform, Red Hat Enterprise Linux

Benefits: Established a reliable platform with zero unplanned downtime, reduced hardware costs by more than 50 percent, increased performance by more than 25 percent, and increased resource efficiency for the IT organization

“The JBoss Enterprise Middleware portfolio is the cornerstone in our middleware infrastructure and our IT architecture vision. We have laid the groundwork to establish a world class technology stack, largely based on the JBoss Enterprise SOA Platform.”
–Lee Congdon, Chief Information Officer, Red Hat.

Download the case study [PDF]

BACKGROUND
Red Hat is the world’s leading provider of open source solutions, offering choice to customers building open source IT infrastructures. Its unique business model provides open source subscriptions for its high-quality, affordable technology. Its operating system platform, Red Hat Enterprise Linux, together with applications, management and service-oriented architecture solutions, including JBoss Enterprise Middleware, deliver industry-leading value. The company is based in Raleigh, NC and has more than 60 offices around the world. Red Hat’s internal IT organization serves more than 2500 global employees with data centers in Phoenix, AZ.

OPPORTUNITY
In 2007, Red Hat was growing exponentially in employee size, and faced increasing demands on the internal IT systems, thus challenging the existing infrastructure. Red Hat’s internal IT organization was faced with increased system integration and support issues, that were consuming considerable time and taking focus away from strategic issues. The IT organization needed an enterprise grade solution that was stable, simple and scalable.

The IT organization was handling internal maintenance and devoting critical resources to solving commodity solutions which reduced cycles available for solving critical business problems. The IT organization devoted resources to developing and building custom solutions for Tomcat including: security solutions to support single-sign-on, a clustering implementation to handle high scalability, a transaction and persistence solution to support functionality similar to the Java Transaction Architecture (JTA) and Enterprise Java Bean (EJB) transaction support, deployment solutions to segment large application deployments into multiple contexts, and scheduling service implementations utilizing Quartz that were non-cluster aware and inefficient.

“We tightly coupled our in-house custom solutions to our internal processes in order to reduce the development effort. As a result there was no ability to upstream our contributions and we took on the burden of maintaining them,” said Mathew Hicks, IT manager, Red Hat. “The cost of this effort eventually became high enough to minimize our consumption of community updates and our systems were in danger of becoming dated.”

“Our team spent considerable time and resources creating valuable custom solutions to ensure we met the growing demands of our users. But as we grew we encountered server sprawl issues that constrained our resources. First, our custom solutions didn’t scale for high availability scenarios and the fragility of the infrastructure increased along with the number of solutions,” said Hicks, “We needed a solution that would reduce the burden of custom solution maintenance, eliminate single points-of-failure, and optimize the IT infrastructure for scalability,” said Hicks.

SOLUTION
Red Hat obviously had experience with JBoss Enterprise Middleware products, but the decision to deploy on the JBoss Enterprise Application Platform and SOA Platform for internal systems was a strict business decision that would benefit the technical advances of Red Hat IT and better serve the entire company. Red Hat IT operates with its own performance requirements and those requirements were the drivers for choosing to implement JBoss products internally.

Red Hat IT decided to implement a modular based, service-oriented architecture (SOA) to replace its organization’s traditional IT infrastructure. The JBoss Enterprise SOA Platform includes a next-generation ESB (Enterprise Service Bus) for service mediation, jBPM Framework and the JBoss Rule engine for business process automation infrastructure, which enables superior business execution, responsiveness, and flexibility in a cost-effective, open platform. One of the features of an SOA is that it allows companies to build composite services in which business processes can be extended over a number of different applications. The first phase of the migration involved deploying JBoss Enterprise Application Platform and JBoss Enterprise SOA Platform.

Red Hat needed a supportable, enterprise-caliber solution that leveraged commodity solutions, maintained by the community.

Red Hat IT required:

• A framework to allow them to identify solutions
• Ability to work more closely with the business to understand future needs
• Better way for teams within IT to collaborate
• Means to scale their efforts and to expand capabilities
• Desire to collaborate with the community inside/outside of Red Hat
• Use products that allow for common system administration capabilities such as configuration management and RPM based packaging

Red Hat IT decided to migrate its customer facing Java application infrastructure, including the including 30 web applications and services, from Tomcat 5 to JBoss Enterprise Application Platform.

By deploying the JBoss Enterprise Application Platform, Red Hat was able to replace a complex clustering solution and utilize the JBoss clustering capabilities to dynamically size the application server cluster to any processing load the organization could encounter. Red Hat IT also replaced their custom single sign-on functionality with a JBossSX-based, cluster aware single sign-on solution.

“By removing the need for a dedicated clustering database, we realized a 4:1 reduction in hardware and the use of JGroups-based clustering yielded increased performance per transaction and higher availability,” said Chris Alfonso, enterprise architect, Red Hat. “We are taking full advantage of the high-availability solutions offered by JBoss including in-memory caching, clustering, HA-JNDI, and automatic discovery.”

Red Hat’s growth as a company and the constant addition of end-users, made dynamic scaling capacity a priority for the IT organization. JBoss Enterprise Application Platform enabled an increase in cluster capacity through the ability to auto-discover additional nodes, and the means to decrease the overall footprint when not in use.

“This gave us the flexibility to not invest in a ‘high watermark’ infrastructure,” said Hicks. “We were able to segment the cluster to manage workloads, with minimal impact to the infrastructure. This resulted in a more efficient use of our resources and ability to scale for future demands.”

Part of the overall initiative was to replace an existing Oracle BPEL and Mule ESB implementation with JBoss Enterprise SOA Platform. It provides a means to integrate vendor systems while transparently mediating their inherent incompatibilities and orchestrating the interactions.

The JBoss Enterprise SOA Platform implementation operates in a clustered environment, interacting with messaging queues backed by both Oracle and MySQL. The MySQL queues utilized database replication to provide database fail-over and high availability across the cluster.

“From a performance perspective, JBoss Enterprise SOA Platform has proven to handle our heaviest workloads very well. During the peak of our workload, we receive about 7,500 messages an hour, yet the JBoss Enterprise SOA Platform can handle approximately 7000 messages in 15 minutes, on a single node cluster,” said Rico Hendriks, manager of Middleware and Services, Red Hat. “This tells us that we have the ability to scale the business from a rate of more than $650M annually to a rate of more than $2.5B annually in transaction flow with our existing capital investment.”

As early adopters of JBoss Enterprise SOA Platform, Red Hat IT leveraged Red Hat Consulting for the implementation to assist with an aggressive scope and time line to ensure stability, and a seamless, uninterrupted, successful integration.

“The JBoss Enterprise Application Platform provided the features that enabled us to ‘right-size’ our middleware infrastructure,” said Hendriks. “Mainly, with automatic discovery of cluster members and a cluster aware Enterprise Service Bus, we can now monitor utilization of the application server and appropriately resize to any given processing needs.”

BENEFITS
With JBoss Enterprise Middleware, Red Hat IT now focuses on helping users increase productivity and solve strategic business issues. There is also a focus on making the organization as a whole more competitive, rather than handling technical issues. Red Hat was able to reduce hardware costs, increase performance, maximize resources and rely on quality support.

“Red Hat IT made a conscious decision to utilize JBoss Enterprise Middleware, as opposed to JBoss.org Community projects, because it did not want to be in the software integration and support business, but rather focus on business goals. The availability of quality support, with no more than 24-hours before issues were closed, was a major benefit for the company,” said Lee Congdon, chief information officer, Red Hat.

Initial measurements of the performance under JBoss Enterprise SOA Platform were significantly improved compared to our existing messaging solution. “In benchmark testing, the results showed a substantial improvement in the response times for almost all transactions represented in the test,” said Alfonso. “The maximum time was reduced from 6.2 seconds to 392ms, and the average was reduced from 742ms to 304ms. Resulting in JBoss performance exceeding our existing messaging solution by 25 percent.”

Furthermore, “Through implementing JBoss solutions, we were able to reduce the hardware footprint by more than 50 percent, which significantly reduced long term costs on hardware, power and cooling. Additional IT benefits were speed and cost of implementation, including simplicity, openness and cost effectiveness,” added Alfonso.

“We depend on JBoss.org Community projects to drive the innovation and JBoss Enterprise Middleware to deliver the stability and support that we need. With all the moving pieces that go into a solution like JBoss, it’s very valuable to have a working combination of components so that we can focus on building solutions for our customers,” said Congdon.

Whenever new products or refreshed versions of product come out from the engineering groups, Red Hat IT is one of the first groups to evaluate integrating them into the production environment. “As Red Hat continues its investment in management tools such as JBoss Operations Network and oVirt, we envision introducing those solutions, to streamline our processes and better serve our workforce,” said Hicks.

“The JBoss Enterprise Middleware portfolio is a cornerstone in our middleware infrastructure and our IT architecture vision,” said Congdon. “We have laid the groundwork to establish a world class technology stack, largely based on JBoss Enterprise SOA Platform.”

FAST FACTS

Industry: Transportation

Geography: Singapore

Business Challenge: Provide an alternative channel for taxi booking to alleviate phone call booking overload during peak periods

Solution: Short Message Service (SMS) booking system developed on JBoss Enterprise Application Platform and JBoss Seam

Benefits: Allows customers to book a taxi anytime, anywhere using SMS in just 30 seconds, which means less waiting time for customers and more booking jobs for cab drivers

Download the case study [PDF]

BACKGROUND
ComfortDelGro is the world’s second largest public-listed passenger land transport company with a fleet of 45,000 vehicles. The Group has a global workforce, shareholder base and outlook. Headquartered in Singapore, it has operations in China, the United Kingdom, Ireland, Australia, Vietnam, and Malaysia.

ComfortDelGro was formed in 2003 through the merger of two land transport giants – Comfort Group and DelGro Corporation. Both had started out in the 1970s and had, by the time of the merger, grown to become successful listed land transport companies.

Comfort and CityCab, the group’s two taxi companies, are the largest in Singapore with a combined fleet of about 15,000 taxis.

BUSINESS CHALLENGE
Catering to more than 20 million taxi bookings annually, ComfortDelGro’s Customer Contact Centre is running at full capacity, with the situation becoming more pronounced during peak hours and on rainy days.

In 2007, the Company started to explore more ways to automate the booking process so as to handle the increasing volume of calls and reduce the time it takes for calls to be handled. Part of the booking process had already been automated with the broadcasting of call bookings to taxis using General Packet Radio Service (GPRS) technology via the in-vehicle Mobile Data Terminals.

As mobile phones are widely used in Singapore, ComfortDelGro decided to implement the Short Message Service (SMS) taxi booking service.

SOLUTION
A closed tender was called with three vendors pitching for the project. “Our criteria were the vendor’s experience in the SMS platform, its track record and support level. The platform must be able to integrate seamlessly with our existing Java-based solutions,” said Ms Wong Oi Mei, Vice President, Information Technology of ComfortDelGro’s Taxi Business.

After carefully considering the options available, the Company decided to pick the JBoss Seam-based solution proposed by Maven Lab, a Red Hat Business Partner under the Infocomm Development Authority’s (IDA) Infocomm Local Industry Upgrading Programme (iLIUP).

“Maven Lab’s proposal matched our requirements. The Red Hat solution also offered lower cost of implementation,” said Oi Mei.

Maven Lab took three months to develop the system, which runs on Windows on HP Intel-based servers. JBoss Seam was used as the application server. A pilot run involving staff and selected customers started in January 2008 and following feedback gathered, the improved and more user-friendly SMS taxi booking service – the first of its kind in Singapore that enables commuters to book a taxi via SMS any time from any location without having to register – was launched.

BENEFITS
The service has proven to be a hit with many customers switching to SMS taxi booking since waiting time is now a mere 30 seconds. It has, in particular, been a boon to another group of customers – the speech- and hearing-impaired passengers. They now can book a taxi by themselves via SMS without having to rely on others for assistance.

“All that our customers, including the speech- and hearing-impaired passengers, have to do is to send a SMS and wait for a SMS response. This process bypasses the contact centre agents and IVR, saving time on waiting for the call to be answered and waiting on the line for confirmation. Our customers will also not have to experience getting an engaged tone during busy periods,” said Oi Mei.

Around 2% of all taxi bookings are now made via SMS. ComfortDelGro aims to increase this figure to 5% of all bookings by the end of 2009.

“ComfortGelGro is using the SMS taxi booking service as another channel to help improve customer experience. Using the Red Hat’s JBoss Seam-based solution has ensured that the company has a stable, reliable and cost-effective system to support this service,” said Hiew Wee Soon, Director of Maven Lab.

Oi Mei is pleased with the success of using open source solutions. “We are impressed with JBoss for its reliability and flexibility, and the support and service level from Red Hat,” she said.

Building on this good experience, ComfortDelGro will be using JBoss Seam and Hibernate for its customer and driver portals, both of which are expected to be launched later in 2009.

Fast Facts

Industry: Education

Geography: United Kingdom

Business Challenge: To launch an extranet service that would be available to its external users of more than 35,000 examiners and moderators

Migration path: Proprietary, closed solution to a more cost-effective and flexible platform based on JBoss Enterprise Application platform

Solution:

Hardware – HP ProLiant Servers

Software – JBoss Enterprise Application Platform, JBoss Enterprise Portal Platform, Red Hat Enterprise Linux, Alfresco ECM, Enterprise DB

Benefits: Reduced total cost of ownership (TCO), including cost and efficiency savings of £250,000 per year, and freedom from vendor lock-in

Download the case study [PDF]

BACKGROUND
The Assessment and Qualifications Alliance (AQA) is the largest of the three English exam boards. It is the leading provider of qualifications for UK schools and colleges, awarding 49% of full course GCSEs and 42% of A-levels nationally. In total, over 3.5 million students take exams with AQA each year.

AQA is an independent registered charity, with no shareholders, therefore all of its income is used to run examinations and carry out research and development to improve its qualifications and services.

AQA employs 1050 permanent staff across its offices, headed up by its Executive Board. The organization also works with about 35,000 teachers, lecturers, advisers and consultants who assist in setting and marking exams.

AQA is committed to using modern technology to enhance the quality and accuracy of the examination process for the benefit of candidates and is always striving to modernize its assessment process.

OPPORTUNITY
AQA needed a secure extranet service that would be available to its external users of over 35,000 examiners and moderators. This extranet would contain valuable and important documentation allowing users to mark exam papers more effectively, eliminating the previous paper based process of printing and posting.

Security was a big consideration as all examination papers and marking schemes were held on the system along with overall guidelines on marking the papers. AQA needed a secure platform that would not be openly accessible. It was also important that the new system allowed users to access a variety of documentation twenty-four hours a day seven days a week.

AQA had a system built around a more traditional, proprietary architecture that was too restrictive and costly to maintain. In order to reduce the costs associated with licenses, support and maintenance, AQA decided to replace all the proprietary software with open source solutions. This migration allowed AQA to benefit from an end-to-end open source solution deployed on open standards and at a value point that would allow AQA to continue to innovate into the future.

“We were spending six-figure sums every year on printing and posting documentation to examiners alone. We wanted to develop an extranet that could replace our paper-based manual processes with electronic documentation that could be easily updated,” explained Peter Morris, Programme Manager, AQA. “Prior to the implementation, we considered all the major vendors, but chose an open source strategy as it offered similar and even superior levels of functionality, security and quality, but at a tenth of the cost.”

Because of the high demand for AQA’s services the entire solution needed to be deployed, tested and put into production in just six weeks.

SOLUTION
AQA evaluated a number of open source solutions that could offer an alternative software delivery model to its existing closed proprietary solution.

AQA had an existing relationship with Red Hat and had been using the Red Hat Enterprise Linux platform for its servers for some time. Knowing that the same high quality support structure, value and superior technology development extended to JBoss Enterprise Middleware, AQA decided to migrate to the JBoss Enterprise Application Platform as well. The overall stack proved to be far more cost effective than its competitors and significantly less expensive than keeping the existing legacy systems in place.

The solution AQA has chosen is based on an open source stack comprising Red Hat Enterprise Linux, JBoss Enterprise Application Platform, JBoss Enterprise Portal Platform, Alfresco and Enterprise DB, and will provide a strategic platform for future collaboration.

AQA used systems integrater Optaros to aid the smooth integration of the new open source platform. Optaros enabled AQA to create a customised user experience that focused on ease-of-use and utilised Rich Internet Application technologies to improve the overall experience. Optaros supported AQA in the adoption of an Agile Development strategy which reduced the timescale for development to around four weeks.

The extranet was initially rolled out to a pilot group of 200 examiners whose feedback has been resoundingly positive.

BENEFITS
Key requirements for the migration to open source technology were cost and efficiency savings. AQA calculated that it was 10 times less expensive to implement a solution from Red Hat than to extend the previous proprietary solution to this external audience.

Red Hat’s subscription model now provides AQA with increased value as it can consolidate onto a single subscription. Total cost of ownership (TCO) is reduced, and printing, posting, licensing and other ongoing operational costs are significantly reduced. By automating its manual process online and enabling users to update details themselves, they have improved accuracy and administration staff are now free to carry out other tasks.

As a result, AQA expects to save £250,000 or more than $340,000 annually.

The other important consideration was that migrating to an open source platform facilitated the rapid and agile development of the system, enabling two or more developers to work on different aspects of the project at the same time. This had not been practical with the proprietary technologies previously used and was another area where Red Hat’s solution helped the developers to meet the challenging completion deadline of six weeks.

AQA also utilised Red Hat’s expertise through its training and consultancy services to enable them to take the application stack and server to build a version that is ready to use and web facing. This had a significant impact in enabling the system to go-live within a very short timeframe.

AQA is no longer dependent on individual technology suppliers and now has the flexibility to decouple, plug and unplug solutions as and when required without impacting the whole stack. This has given AQA a competitive advantage in the marketplace.

The migration to open source solutions has helped AQA meet the commercial challenge of staying ahead of its competitors while improving the level of service for its customers, examiners and candidates.

Peter Morris from AQA commented: “The first phase of our project with Red Hat has been a great success. We will continue to innovate and grow the technology stack. The new system has changed the way we work and has had a massive impact in terms of cost and efficiency savings. Red Hat pulled out all the stops to deliver over and above our expectations. We are now looking to migrate further services to open source as it will give us the competitive advantage to maintain our position as market leader and stay ahead of our competitors.”

FUTURE
The first phase of the project has moved exam materials online for operational cost savings. The next phase will involve messaging capabilities that will help communication across the organisation. This includes adding more exam papers, marking schemes and even training material such as online demos and screen captures to further enhance the user experience. AQA would also like to implement a forum so users can participate in conversations and discussions, creating an online community to share thoughts and learn from each other.

Eventually, AQA’s plan is to open up its information to candidates and a broader range of teachers. This will require a system capable of scaling to hundreds of thousands or even millions of users; AQA believes its open source system will be able to scale to meet this demand.

FAST FACTS

Company: MedQuist Inc.

Industry: Clinical Documentation Workflow Solutions

Geography: Mount Laurel, New Jersey

Business Challenge: Enabling a rapidly growing, high-volume, 24×7 business, through the creation of an agile and highly productive development environment for building and running mission-critical applications.

Software: JBoss Enterprise Application Platform, Red Hat Enterprise Linux

Hardware: x86 servers

Migration Path: From many database centric Windows platform components towards a SOA enterprise architecture providing service orchestration, platform independence and loose coupling of coarse-grained application modules. The latter allows for an evolutionary approach to re-platforming of a very large enterprise system without a large up-front cost and significant business risk.

Benefits: A highly productive, flexible and robust application development environment that enables MedQuist to proficiently produce innovative functionality for customer-facing solutions and to quickly take advantage of newly acquired applications by efficiently integrating them into its DocQment Enterprise Platform.

“Our applications are mission critical and absolutely need to be available 24×7. Red Hat’s JBoss and Red Hat Enterprise Linux products just work, enabling us to focus on building industry-leading software, which in turn helps our customers reduce their costs and improve patient care.”
– Dan Garnett, Vice President of Product Development, MedQuist.

Download the case study [PDF]

BACKGROUND
MedQuist Inc. is a leading provider of medical transcription software and related services. By delivering solutions that automate document creation and workflow to hospitals, doctors, and other healthcare providers, MedQuist helps its customers efficiently manage large volumes of complex clinical information.

The company has two separate but connected sources of revenues. First, it offers comprehensive software solutions that include digital voice capture, speech recognition, electronic signature, medical coding systems and services, and mobile dictation devices. It currently sells these solutions to more than 1,500 healthcare organizations throughout the United States. Secondly, MedQuist employs more than 4,000 skilled medical transcriptionists who process approximately 2 billion lines of text annually. The company employs more than 7,500 employees and earned $327 million in revenues in fiscal 2008.

BUSINESS CHALLENGE
Because of rapid growth since the early 2000s, MedQuist was looking for innovative ways to keep pace with ever-increasing system demands.

“We process more than 100,000 distinct dictated medical reports and notes per day,” said Kirk Elder, director of software engineering for MedQuist. “Our systems have to categorize them, classify them and route them through our workflow processes – from the time we receive the digital recordings until the final report is delivered to the customer.”

MedQuist currently has 10 clusters of speech recognition servers with each cluster containing 30+ servers, for a total of more than 300 servers to perform the all-important task of converting voice recordings to text-based documents. The voice recordings and related text files are than sent to medical transcriptionists (MTs) to correct and edit. After the MT finishes transcribing the report, the MedQuist platform sends the report to physicians to electronically sign the documents. Those documents are then routed back to the hospitals or clinics to printers, automated systems and/or their electronic health record (EHR) system, depending on whether the customer requires the information to be in paper or electronic form.

Before 2007, most of the MedQuist software used for this complex workflow routing was developed using various proprietary technologies, including C++ among others, making it more and more challenging to quickly respond to new market requirements and opportunities. Because MedQuist was quickly growing through acquisition, it also became difficult to efficiently incorporate the systems of newly acquired companies into the MedQuist DocQment Enterprise Platform.

“We are in the process of moving to an n-tiered SOA architecture based on Java middleware. With the JBoss Enterprise Application Platform, we are positioned with the tool set to evolve our product suite towards towards SOA, without the upfront costs of re-writing everything at the same,” said Brian Ellenberger, development manager at MedQuist.

SOLUTION
Due to the economics of re-platforming a system this large, MedQuist has taken an evolutionary approach to moving its application platform to a JBoss-based environment. In fact, Elder’s group chose JBoss in 2002-2003 when their division was a separate company. At the time, there were two reasons for doing this: price and performance.

“As JBoss is open source, it was much less costly than proprietary application server options,” said Elder. “JBoss was a bargain compared to proprietary application servers.”

There were technical advantages to the platform itself. “JBoss seemed to be a very good platform for our developers, as the open architecture gave us lots of options. It was high performing too, and easy to understand,” continued Elder.

When his company was acquired by MedQuist, the IT team at the parent company evaluated what Elder’s team had done using JBoss, and was so pleased with the results, that it decided to make JBoss the platform for developing new software modules.

“We have 20 to 50 software modules that run on hundreds of servers that must all work in concert with each other,” said Kirk. “Previously, because of all the acquisitions, there was not development standards for making sure everything worked together.”

Today, the JBoss Application Server is embedded in the developer platform that Elder’s team releases to all MedQuist’s software engineering teams each quarter. “So everyone is developing software in a standard way with standard third-party libraries,” said Ellenberger. “Because we do development all over the world, this keeps us in sync and helps us maintain efficiency, while simultaneously reducing our overall development costs.”

Today, in addition to the JBoss Application Server itself, MedQuist uses Hibernate. Although just starting to use JBoss Seam for reporting, it is considering basing all future thin-client development platforms on Seam.

Underpinning all this, in mid-2007, MedQuist moved from a Microsoft Windows-based infrastructure to one based on Red Hat Enterprise Linux.

“When we were looking to upgrade our enterprise database operating system to a more scalable, reliable, and cost-effective solution than windows, Linux was the obvious choice. We looked at which company would be a partner and help ensure our success. Red hat proved it then and every day since,” said John McKenna, Director of Software Engineering.

BENEFITS
The fact that JBoss is built using open standards has been a major boon for MedQuist. Indeed, its JBoss implementation has been so successful that MedQuist made an enterprise-wide decision to eliminate its dependence on vendor-specific solutions.

“We like the fact that JBoss is so open,” said Elder. “With the JBoss micro kernel architecture, we can even replace JBoss modules with other modules without any trouble. This allows us to avoid the vendor lock in we had experienced before.”

How critical are JBoss Enterprise Application Platform and Red Hat Enterprise Linux to MedQuist’s business?

“Our applications are mission critical and absolutely need to be available 24×7. Red Hat products like JBoss and Red Hat Enterprise Linux just work, enabling us to focus on building industry-leading software, which in turn helps our customers reduce their costs and improve patient care,” said Dan Garnett, Vice President of Product Development, MedQuist.

The open nature of the JBoss platform has delivered other benefits as well. For example, in the case of JBoss, “His team “can debug all the way through the code, and work around and fix even the most complex development issues by utilizing the source code,” said Elder. “JBoss also integrates well into our build process. We’ve been very successful at creating build scripts that get standard JBoss environments up and running for new developers or projects very quickly and painlessly.”

Finally, Red Hat as a company has proven to be solid and reliable. “Over time, we’ve developed a solid relationship with Red Hat and JBoss, and anticipate that our partnership will only get better over time,” said Elder.

FAST FACTS

Company: Sensei, Inc.

Industry: Healthcare

Geography: US

Software: JBoss Enterprise Middleware platforms and frameworks including; JBoss Enterprise Application Platforms, JBoss Enterprise Portal Platform, and JBoss ESB, jBPM, Hibernate, Cache and RichFaces; all components of the JBoss Enterprise SOA Platform and JBoss Enterprise Portal Platforms, Red Hat Enterprise Linux, Pentaho Business Intelligence, MySQL, and Alfresco.

Migration Path: Open source middleware projects from JBoss.org to JBoss Enterprise Middleware Solutions and Microsoft Windows to Red Hat Enterprise Linux.

Benefits: Lowered infrastructure and development costs; more flexibility when deploying applications; greater scalability; enhanced standards and support.

“With a proprietary solution, trying to grow our product line would be painful, both in terms of man-hours and integrating additional software. But with the cost-effectiveness of JBoss Enterprise Middleware, we are able to reallocate resources to scale our I.T. infrastructure.”
-Tim Dion, Chief Information Officer, Sensei Inc.

Download the case study [PDF]

BACKGROUND
A wireless lifestyle is no excuse for leading an unhealthy life – that’s what Sensei Inc. aims to address with mobile and Web-based solutions that engage and empower consumers to live healthier, happier lives. Formed in 2005 by Humana, Inc, the company’s programs promote learning and lifestyle change through automated, personalized, interactive dialog that fits seamlessly into a consumer’s daily routine.

Sensei’s initial product, Sensei for Weight Loss, is a virtual weight and nutrition coach for users, helps them to plan grocery lists, meals and exercise routines. It also keeps consumers accountable for their actions with daily reminders about meals, weight loss and fitness goals. Providing unique real time integration between the mobile world and the online world, Sensei helps each individual, with their personalized plan, achieve success their long term lifestyle goals. The company has plans to rapidly expand its offerings to more closely align with the daily lives of consumers and to encompass more lifestyle and health issues.

Currently, Sensei’s user base numbers in the thousands, but this will increase quickly as the company introduces more consumers to their products and launches additional solutions.

BUSINESS CHALLENGE
Tim Dion, Sensei’s CIO and a 20-year veteran of the technology industry, was presented with a common problem among companies seeking to rapidly innovate product offerings – their current Windows-based technology platform simply was not meeting their needs.

“The design of our existing platform was very constrictive and made our initial trials and pilots extremely difficult,” said Dion. “Making changes was hard and application deployment was fragile. These difficulties opened our eyes to the fact that our underlying infrastructure itself needed a serious overhaul. A complete redesign was necessary to provide a solid foundation for current and future endeavors.”

After determining that a new platform and infrastructure were required, Sensei went through an extensive design period to break out necessary capabilities, explained Igor Royzis, Sensei’s director of technology.

“Our solutions are based on a service infrastructure with a lot of moving parts and complexity,” said Royzis. “We needed components that were flexible, scalable, cost-effective and that would enable us to design and deploy products in a timely manner.”

After examining commercial solutions, including proprietary middleware products WebLogic and WebSphere, Sensei selected an open source stack because of the high-performance and value advantages over proprietary software. Sensei chose Red Hat’s JBoss portfolio as their primary technology platform because of the wide-range of open source solutions that Sensei could deploy from a single provider, enabling cost savings and an easy migration path.

SOLUTION
Initially, Sensei tested their wellness and healthy lifestyle applications on a variety of JBoss.org products – JBoss Application Server, JBoss ESB, JBoss Portal, jBPM, Drools, Hibernate, JBoss Cache and RichFaces. Following the successful deployment of the community projects, Sensei transitioned to JBoss’ hardened and supported enterprise class open source solutions for production: JBoss Enterprise Application Platform, Enterprise SOA Platform and Enterprise Portal Platform running on Red Hat Enterprise Linux.

Sensei has chosen to standardize their I.T. environment on open source solutions, allowing for increased flexibility, scalability and the ability to rapidly develop and deploy products to market. In addition to JBoss and Red Hat, the company has also deployed the Pentaho Business Intelligence Suite, an open source solution for enterprise reporting, analysis and workflow capabilities, which has integrated perfectly with Sensei’s operations, thanks to the interoperability presented by the underlying JBoss middleware solutions. Other open source solutions deployed include MySQL and Alfresco.

In addition to deploying open source solutions, Sensei is also planning to contribute some of the integration code they have written in house back into the open source community.

BENEFITS
Flexibility and scalability are the most significant benefits Sensei has realized by deploying Red Hat and JBoss solutions.

“With a proprietary solution, trying to grow our product line would be painful, both in terms of man-hours and integrating additional software,” said Dion. “But with the cost-effectiveness of JBoss Enterprise Middleware, we are able to reallocate resources to scale our I.T. infrastructure.”

By migrating from costly proprietary technology to open source solutions, Sensei has been able to carve out significant cost savings . According to Dion, the savings are “almost exponential over BEA or IBM.”

Sensei has also received a competitive edge through JBoss, thanks to Red Hat’s early adoption of various technology and privacy standards.

“Red Hat moves very quickly when it comes to supporting new standards,” continued Dion. “For our business, HIPAA and other privacy standards are becoming more and more important in not only winning new customers, but keeping those we already have. Red Hat’s agility around standards adoption helps us keep our competitive edge, and it’s one of the main reasons we put our trust in JBoss.”

For the future, Sensei is continuing to transition its JBoss community projects to JBoss Enterprise Middleware, as well as examining new JBoss solutions for deployment.

“With a proprietary solution, trying to grow our product line would be painful, both in terms of man-hours and integrating additional software,” said Dion. “But with the cost-effectiveness of JBoss Enterprise Middleware, we are able to reallocate resources to scale our I.T. infrastructure.”

FAST FACTS

Company: Educational Testing Service (ETS)

Industry: Education

Geography: International

Business Challenge: Roll out new, competitively priced educational products and services more swiftly while cutting costs. Build applications upon a base of infrastructure software technology that will position ETS for evolution into cloud models.

Migration Path: Vertically scalable platform to commodity software and hardware platform and proprietary application server technology to Open source technology

Software: Red Hat Enterprise Linux, JBoss Enterprise Application Platform, JBoss Enterprise Web Platform, JBoss Developer Studio, Red Hat Consulting

Hardware: Intel x86 systems

Benefits: Reduce costs and boost competitiveness by moving to a stable, secure x86-based platform for developing and delivering new assessment products to market more quickly.

With Red Hat products, ETS achieves the following benefits (metrics are based on the current server-hardware and OS support service cost at ETS:

• Cost savings (approximately 40 percent)
• Improved efficiency (approximately 30 percent)
• Improved technology management and standardization
• Improved leverage of development resources
• Better positioned for adoption of cloud computing and virtualization technologies

“We performed extensive in-house performance testing, talked to industry analysts and considered all other aspects of the operating system and application server, including the quality of support, market share and the software and hardware ecosystem. Once we took all these things into consideration, Red Hat Enterprise Linux and JBoss from Red Hat with support subscription were the obvious choice at that time.”
– Harikumar Rajappan, enterprise IT architect for applications at ETS

Download the case study [PDF]

BACKGROUND
ETS advances quality and equity in education for people worldwide by creating assessments based on rigorous research. The nonprofit organization serves individuals, educational institutions and government agencies by providing customized solutions for teacher certification, English-language learning and elementary, secondary and post-secondary education, as well as conducting education research, analysis and policy studies.

Founded in 1947, ETS develops, administers and scores more than 50 million tests annually — including the TOEFL® and TOEIC® tests, the GRE® test and The Praxis Series ® assessments — in more than 180 countries, at over 9,000 locations worldwide.

BUSINESS CHALLENGE
ETS is widely recognized as the world leader in creating and administering academic assessments that are both rigorous and fair. But in the early 2000s, ETS management realized that limitations in its IT infrastructure were impeding its ability to compete in an increasingly crowded and price-sensitive global educational market. ETS’s dependence on proprietary hardware and software, in particular, was standing in the way of its ability to maintain its position as the premier educational assessment organization.

“A lot of new companies with new technologies have entered the market in recent years, offering solutions that were very aggressively priced against ours,” said Harikumar Rajappan, Enterprise IT Architect for applications at ETS. “We knew we needed to embark upon a different technology strategy to compete effectively.”

ETS had previously used platform were costly and non-portable (the software enabled with vertically scalable features as well as the proprietary hardware required to run them), and also prevented ETS from bringing competitively priced products and services to market in a timely manner.

ETS wanted to heavily move to a service-oriented architecture (SOA) that would enable it to combine reusable modules of functionality to quickly create new products and services. It also wanted to be able to easily port its applications from one hardware platform to another. “We’re particularly interested in the opportunities offered by cloud computing and virtualization as a way of bringing costs down while improving the scalability, portability, performance, flexibility and reliability of our applications,” Rajappan said.

Additionally, having an utterly stable platform for its mission-critical applications was one of ETS’s top priorities, he added.

“ETS wanted to stay with highest quality and hence design our applications to perform with no error,” Rajappan said. ETS has developed applications that designed to enable instructors to grade tests in a standard manner to ensure fairness. More recently, it has introduced tests that students can take via the Web.

“These applications must be high available due to the nature of ETS services and” Rajappan said.

For example, if a system crashes while a student is taking an online test, the student risks losing all of his or her work. “This would be unacceptable,” he said.

SOLUTION
ETS decided to move from vertically scalable platform to horizontal scalable Linux platform, primarily for reasons of cost, and portability. It chose Red Hat Enterprise Linux because the open source operating platform was established as one of the most stable and reliable Linux distributions on the market at that time.

“We performed extensive in-house performance testing, talked to industry analysts and considered all other aspects of the operating system and application server, including the quality of support, market share and the software and hardware ecosystem,” said Rajappan. “Once we took all these things into consideration, Red Hat was the most viable choice.”

Although ETS initially tested the open source waters using the JBoss.org community version, the company today mandates that all developers use JBoss Enterprise Middleware to gain access to Red Hat’s stellar support resources.

ETS is in the process of migrating a majority of its applications from vertically scalable platform and proprietary technologies to Intel x86 boxes running Red Hat Enterprise Linux and JBoss Enterprise Middleware.

ETS has also migrated J2EE applications to JBoss Enterprise Application Platform and JBoss Enterprise Web Platform. In addition, the company plans to pilot JBoss Operations Network (JON) as a monitoring and administering tool for J2EE application servers to improve real-time monitoring and proactive resolution capabilities.

BENEFITS
Thanks to its new Red Hat-based strategy, ETS is positioned to compete aggressively in the rapidly evolving educational assessment marketplace. In addition to dramatically reducing its upfront investment in hardware and software, ETS is in process of using the Red Hat products to construct an SOA that will speed time to market of new products and services.

ETS has also achieved its performance goals with Red Hat products. When benchmarking Oracle databases running on Red Hat Enterprise Linux and x86 machines compared to Oracle databases on SPARC stations running Solaris [Sun SPARC(4 CPU , 1.2 GHz) to Intel (2 CPU Dual Core, 3.2 GHz)‏], “we found that Oracle running under Linux on Intel machines delivered required performance and that the cost was substantially lower based on the support service cost at ETS,” Rajappan said.

Thus far, ETS’s management has been very happy with the stability of Red Hat Enterprise Linux due to the fault tolerance capabilities of the platform. “When you are running your application on a single 8-CPU Sun machine and it fails, you are in trouble,” he continued. “But if you are running it on four Intel x86 machines, even if one crashes, your application stays up.”

And given ETS’s interest in virtualization and cloud computing, Red Hat was the optimal solution. “It would be very difficult to move vertically scalable systems into the cloud, or into virtual machines,” Rajappan said.

Since ETS standardized its J2EE application development IDE to JBoss Developer Studio, the company has experienced improved resource management, application portability, security monitoring and patch updates. Since ETS migrated its J2EE applications to JBoss Enterprise Application Platform and JBoss Enterprise Web Platform, it has also found it much easier to manage application configurations, application deployments and changes in technology lifecycles.

“We have potential opportunities to increase our capacity with the same resources necessary to support deployment and production environments,” Rajappan said. “Now we can better leverage our existing development teams as the applications are becoming more portable within different development teams.”

ETS has also experienced improved technical support and cost savings through Red Hat Global Support Services and Red Hat Consulting, and is very pleased that Red Hat treats it like a true collaborator. “Red Hat representatives have briefed us on upcoming solutions, allowed us to tour their facilities, and provided insight into their product roadmap,” Rajappan said.

This knowledge makes Rajappan feel confident that ETS’s J2EE application architecture vision is aligned with Red Hat’s strategic direction. “Thanks to Red Hat, we feel we are on the right path to the future,” he said.

Copyright © 2009 by Educational Testing Service. All rights reserved. ETS, GRE, TOEFL and TOEIC are registered trademarks of Educational Testing Service (ETS). THE PRAXIS SERIES is a trademark of ETS.

FAST FACTS

Industry: Financial Services

Geography: Slovenia

Business Challenge: Banka Koper chose to build its new online banking solution, Banka IN, on Red Hat’s open source platform to avoid vendor lock-in, enable in-house innovation, and because the Red Hat solution offered easy integration, greater efficiency, and better performance.

Migration Path: Proprietary Platform to Red Hat Enterprise Linux and JBoss Enterprise Middleware

Software: Red Hat Enterprise Linux 5.2, JBoss Enterprise Application Platform 4.3, including JBoss Seam, Alfresco Content Management System, and IBM DB2.

Hardware: HP BladeSystem

Benefits: Reduced operational costs, and enabled easy integration, faster development time, and in-house innovation

“Red Hat’s open source platform is the right solution for Banka Koper. It is in line with our business strategy to become independent of any technology platform and allows us to develop our own solutions and stay at the forefront of technology innovation,”
-Mojca Plahuta, director of Information Technology Division, Banka Koper

Download the case study [PDF]

BACKGROUND
Banka Koper is the sixth largest Slovenian bank based on revenue. It is part of the Italian financial group Intesa Sanpaolo, which has a presence in more than 30 countries worldwide. Banka Koper has 52 branches in Slovenia and 830 employees across the country. It serves more than 150,000 consumer and business customers.

Banka Koper is a universal bank, offering a wide range of banking services and products for households, small entrepreneurs, small and medium-sized enterprises, large companies and institutions. It processes over 45 million transactions per year. Approximately 87 percent of all the bank’s transactions are conducted via internet banking and for corporate customers around 90 percent of transactions are undertaken via the internet.

BUSINESS CHALLENGE
Banka Koper believes that online banking will continue on its strong growth trajectory. As a result, it decided to launch Banka IN, a new internet banking solution that offers customers a personal approach, more comprehensive services, and lower charges. Banka Koper is already viewed as the technological innovator on the Slovenian market, within the Intesa Sanpaolo group, and within the banking industry in general. By increasing the range of banking services it offers via the internet, Banka Koper aims to consolidate this position.
By developing Banka IN, a complete online banking solution, Banka Koper will be able to reduce costs,expand banking services and make them more effective, increase loyalty and reduce risks. Providing a secure banking environment is a priority for Banka Koper. As a result, a further requirement was the integration of chip and pin technology and card authentication within the Banka IN platform. Banka Koper is also keen to reach new customers, particularly of a young demographic, and strengthen its market position as a whole. The new internet banking project is central to achieving this goal.

SOLUTION
Initially, the in-house IT specialists at Banka Koper selected a custom e-commerce platform as the basis for the Banka IN development. However, after 12 months the team concluded that the development was too slow. The existing platform was proving too costly and inflexible and Banka Koper was disappointed by the poor documentation, lack of skills and experience on this platform in the region. The team took the difficult decision to shelve their 12 months of work and look for an alternative solution. Determined to develop in Java to avoid vendor lock-in, and to ensure Banka IN could be integrated with Banka Koper’s existing platforms and core business applications, they chose JBoss Enterprise Application Platform 4.3 which includes JBoss Seam and the reliable Red Hat Enterprise Linux operating platform.

Developing the Banka IN service using the JBoss platform also offered Banka Koper significant cost-savings and the ability to develop its own in-house solutions much more quickly. Banka IN was launched in October 2008 after 20 months of development. The solution is based predominantly on an open source stack, including Red Hat Enterprise Linux 5.2, JBoss Enterprise Application Platform which includes the powerful JBoss Seam framework, in-house developed solutions and DB2 database. The Red Hat solutions run on virtualized HP BladeSystem servers.

BENEFITS
The speed of the platform’s development was impressive, allowing the IT team to finish the project on time despite losing 12 months of work following the switch to Red Hat and JBoss solutions. After laying the foundations, developers now have the freedom to develop customized in-house solutions at a faster pace. VoIP applications and Alfresco’s content management system runs seamlessly on Red Hat’s solutions, and new applications have integrated well with the existing architecture and enable better disaster recovery. The simplicity of the Red Hat platforms allows for easy and cost-effective maintenance. Compared to other software payment models, Red Hat’s subscription model has also proven to be significantly more cost-effective.

Red Hat’s solutions allow Banka IN personal bankers to be more efficient and thus spend more time serving customers. The feedback from the market has been positive. The Banka IN solution does not require any additional costs or applications and delivers flexiblity.

Also of great importance, Red Hat’s solutions are compatible with Banka Koper’s long-term technology strategy to avoid vendor lock-in “Red Hat’s open source platform is the right solution for Banka Koper. It is in line with our business strategy to become independent of any technology platform, allows us to develop our own solutions, and stay at the forefront of technology innovation,” said Mojca Plahuta, director of Information Technology Division, Banka Koper.

After choosing Red Hat Enterprise Linux and JBoss Enterprise Middleware, Red Hat organised a workshop for Banka Koper’s developers in co-operation with its local distributor, Housing Co. d. o. o. Since the launch of Banka IN, Banka Koper has enjoyed a smooth deployment.

Banka Koper aims to secure 25,000 new customers over the next three years through Banka IN.. It also plans to move more of its services online, which would result in additional cost savings.

“Cost savings are evident with our new joint Red Hat and JBoss solution,” said Plahuta. “This is just the beginning of a success story. We have gained a lot of knowledge in the process of deploying Red Hat solutions and this knowledge represents an important asset to our bank. It will also reduce training times in the future and allow us to do more with our technology.”

FAST FACTS

Industry: Financial Services

Geography: Hong Kong

Business Challenge: Rapid business growth and the expansion of its service portfolio made it necessary to replace website with an efficient financial information portal, and to leverage virtualization technology to reduce hardware footprint and increase operational flexibility

Migration Path: Microsoft Windows and UNIX to Red Hat Enterprise Linux AP with integrated virtualization

Software: Red Hat Enterprise Linux 5 with integrated virtualization, Red Hat Satellite, JBoss Enterprise Application Platform, Hibernate

Hardware: Intel Xeon based servers

Services: Red Hat Consulting

Benefits: High-performance, flexible IT infrastructure delivered through the integrated virtualization technology in Red Hat Enterprise Linux and 50-70% Reduction in software and hardware costs

“Previously, in the financial services industry, companies were forced to rely on proprietary vendors. We are using Red Hat because of our confidence in the company to meet our very high levels of availability, performance and security that are essential in our business. The use of Red Hat and JBoss has enabled us to save approximately 50-70% overall on the entire project costs and even more in annual costs.”
-Philip Choi, Head of Technology for Quam Limited

Download the case study [PDF]

BACKGROUND
Quam Limited serves both institutional and retail investors and provides an array of services supporting participation in capital markets and wealth management. The company’s history goes back to the founding of Quam Limited in 1986 and the listing of Quam Ltd on the Hong Kong Stock Exchange in 1997. Today Quam Ltd is the holding company of a diverse financial services and wealth management group with a major and fast-growing stake in Mainland China through strategic alliances and intermediaries.

The Quam Limited used Red Hat Enterprise Linux 5 Advanced Platform with virtualization technology and JBoss Enterprise Application Platform, to re-build its website, www.quamnet.com, as a high-performance information portal in three languages and serve several million customers. The new portal is designed to combine the financial services offerings with an online financial information and investment advisory portal, for retail clients and investor relations services for corporate clients.

BUSINESS CHALLENGE
In 1998, Quam built the first financial services website in Hong Kong. However, by the spring of 2007, Quam’s rapid business growth and the expansion of its service portfolio made it necessary to replace the existing website with an efficient financial information portal that would provide a much stronger link between the firm’s financial services and its hundreds of thousands of members.

Slow access time was becoming a problem with the old website. “In our business, users expect very rapid response time,” said Philip Choi, Head of Technology for Quam Limited, “and our infrastructure was not able to handle the large user base that we had acquired.”

The financial information portal also has to process direct connections to the Hong Kong Stock Exchange for stock announcements on listed companies as well as wire news services, including Xinhua and Infocast Financial news for news of Hong Kong and Asia.

“We have a very large number of active members, many of whom are involved in online trading,” said Choi. “We needed to provide them with market information, including financial news, reports, analysis and real-time stock quotes.” In addition, the financial information portal needed a redesign of its front-end, the Content Management System, and back-end, the Customer Relations Management System, in order to enable Quam to know and serve our members better.

Another problem with the old website was the inflexible infrastructure, which made updating web content a tedious business. “Our financial information has to be altered frequently, so we needed a fast, simple way of updating the site,” said Choi.

When Philip Choi joined Quam in May 2007, he was asked to completely re-build the website. “We were asked to totally revamp and restructure the website, so we basically did everything from scratch,” said Choi.

SOLUTION
The main operating systems used in the existing website were Windows and UNIX. “For the financial services industry, Windows may have some security issues,” said Choi. “UNIX is more costly, in terms of license fees and related hardware. I also had to consider the availability of skilled support labor.”

In his previous experience, Choi had used Red Hat Enterprise Linux successfully, so he decided to measure it against the existing alternatives. “One advantage would be that Red Hat Enterprise Linux can run on powerful and inexpensive servers, with a wide choice of hardware vendors,” said Choi, “So we would not be locked into any proprietary technology.”

Another factor in Quam’s decision was the wide acceptance of Red Hat Enterprise Linux as the leading platform within the financial services sector. Quamnet has the same demands for performance, availability and security as other major financial institutions, said Choi. “Like other players in the financial services market, we seek alliance with the leading vendors to optimize the performance and security of our operations.”

Today, Red Hat is a very mature OS, and the vendor provides high quality direct support. “I have confidence in the top management of Red Hat in Hong Kong and believe the company is a long-term partner for Quam,” said Choi.

Quam IT Department started the study project on the new financial information portal in May 2007, and the staff talked to several vendors. “We decided to go with Red Hat Enterprise Linux for its cost-effectiveness, enterprise support, ease-of-management, and flexibility,” said Choi.

Red Hat Consulting provided guidance and hands-on support to the Quam IT team, right from the planning stage. “Once our server hardware was installed, Red Hat Consulting certified the platforms as stable and scalable and carried out all the software installation work, providing a guarantee to remedy any platform issues,” said Choi.

Throughout the installation process, Red Hat helped Quam with the sizing and planning of how to configure the resources. “We gave them figures, such as the number of portal visitors and page views per day that we needed to support,” said Choi. “This helped us determine how many servers, how many CPUs and how much memory we needed. We have a requirement of so many transactions per second, and we need to guarantee the response time provided to end-users.”

Quam’s infrastructure includes server farms to support front-end users’ access and back-end service delivery with all Intel Xeon based servers on rack mounted blades. Quam relied on Red Hat for the majority of the sizing work on planning the financial information portal, server utilization, and connections to the database and application layers.

In the Red Hat Linux Advanced Platform, virtualization is more powerful than ever. Features such as distributed lock management, global file system, logical volume management, can now operate over multiple physical systems and guest operating environments.

Quam also uses Red Hat Network Satellite to help the company keep its open source environment up-to-date and to help efficiently manage its physical and virtual servers. “The beauty is we can reassign memory and CPUs on-the-fly and whatever applications need more resources, we can provide them immediately,” said Choi.

Clustering is one of the elements of virtualization that Quam required. Red Hat Advanced Platform Virtualization Technology allows Quam users to easily move applications and resources between servers.

Powerful middleware: JBoss Enterprise Application Platform
The financial information portal build was carried out at high speed, aided substantially by Red Hat Consulting, and was mostly complete in months. “My in-house programmers had to write a number of new applications from scratch, mostly using Java J2EE,” said Choi. “It was then subjected to extensive testing, after which we went live in mid-January 2008.”

To support the large number of applications on their financial information portal, Quam selected JBoss Enterprise Application Platform, which it found to be the best platform for innovative and highly scalable Java applications. Integrated and simplified, it includes powerful open source technologies for building, deploying and hosting enterprise Java applications and services.

A key part of Quam’s use of JBoss Application Platform is Hibernate, a framework that
enables users to express queries in native SQL, an extension called HQL, or with an object-oriented Criteria and Example API. Hibernate provided a ubiquitous object-relational mapping and persistence framework which does not require hand-written SQL or stored procedures and this provides a significant increase in performance and scalability.

Another JBoss technology used was the JBoss cluster, which is a group of nodes comprising JBoss server instances within a server partition. “Individual nodes can be added to or removed from a cluster at any time,” said Choi. “JBoss Clustering provides high availability for J2EE applications running inside of JBoss.”

The use of JBoss middleware enabled Quam to speed up the creation of applications. “Our system is very stable, and that enables our IT team to concentrate on the programming operation,” said Choi.

BENEFITS
Quam has invested in multi-lingual market communications. “Our financial information portal provides both traditional and simplified Chinese language versions, plus English,” said Choi. “Our competitors have traditional Chinese only, some with English. I am proud of the fact that we were able to build a best-in-class information portal with Red Hat within six months, in three languages.”

Red Hat Enterprise Linux Advanced Platform provides integrated server and storage virtualization technologies. The virtualization provided is easy-to-deploy, simple to manage, flexible. “Red Hat Virtualization has enabled us to reduce the numbers of servers we need,” said Choi, “and that in turn has reduced the space, cooling and power consumption.”

For users, the new information portal provides a much faster response to queries, even at peak times during the stock exchange trading hours. It’s also much easier to update information on the new financial information portal. JBoss provides a programming framework which facilitates changes to business logic using minimum programming effort.

“Previously, in the financial services industry, companies were forced to rely on proprietary vendors,” said Choi. “We are using Red Hat because of our confidence in the company to meet our very high levels of availability, performance and security that are essential in our business. But we are not locked in to any vendor. The beauty of open source is that it enables freedom of choice.”

Red Hat service team not only supported the financial information portal build, but also provided valuable information on best practices. This was vital in helping Quam to achieve an outstanding time-to-market for the project. “The use of Red Hat and JBoss has enabled us to save approximately 50-70% overall on the entire project costs and even more in annual costs,” said Choi.

The success of the project confirms the value of open source solutions as a long-term strategy. “Overall we made a solid decision in choosing Red Hat as our partner and our customer’s have benefited from our decision to use Red Hat and JBoss technologies,” said Choi.

“Our next project will be a financial information portal specifically for the Mainland China market and we will need to deploy servers on a larger scale,” added Choi. “We are committed to open source software over proprietary software, and we definitely plan to keep using Red Hat in future.”

Organization increases ability to handle mission-critical educational demands utilizing JBoss Enterprise Middleware

RALEIGH, NC – April 28, 2009 – Red Hat (NYSE: RHT), the world’s leading provider of open source solutions, today announced that the Brazilian National Institute of Educational Research and Studies (Inep), has migrated its applications to a full suite of JBoss Enterprise Middleware technology, including the JBoss Enterprise Application and Portal Platforms. Since beginning its migration to JBoss solutions, Inep has increased scalability, performance and stability for its mission-critical applications.

Inep, a Federal Institution linked to the Education Ministry of Brazil (MEC), manages the data and results from educational studies, research and evaluations related to the Brazilian Educational System. It is also responsible for the National High School Brazilian Exam (ENEM), which had over one million online registrations in 2008. After regularly encountering IT issues that required reconfiguring Inep’s system, the organization decided that the performance and scalability of its complex IT architecture must be increased to better execute daily tasks.

After evaluating a number of middleware solutions to address its performance and scalability needs, Inep selected JBoss Enterprise Middleware for its ability to meet the organization’s mission-critical demands, as well as for its affordable, reliable architecture. Inep’s solution includes JBoss Enterprise Application Platform, JBoss Enterprise Portal Platform, JBoss Operations Network (JON) and JBoss Seam Framework. All of the solutions are deployed on Enterprise JavaBeans (EJB) technology and are in compliance with the Brazilian Federal Government’s recommendation of utilizing open source solutions.

“We believe that JBoss is the best middleware architecture for enterprise use because it brings together expertise and advanced technology to meet the mission-critical demands of our systems,” said Fábio Petrillo, information systems general coordinator at Inep. “Our choice to use JBoss’ open source middleware technology has been very successful. We now have innovative technology that reduces both software and hardware costs, provides large performance gains and allows for ease of management. Just after the exam results were released at the end of 2008, thousands of people had accessed the web site, with peaks of 90,000 simultaneous accesses. Between November and December of last year alone, we had around 2,000,000 unique access hits to our systems. Red Hat support had been essential for this success”, said Petrillo.

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About Inep
Inep, a Federal Institution linked to Education Ministry of Brazil (MEC), promotes statistics studies and valuations at all educational levels that help to create and deploy public policies to the educational area. In addition to Enem, Inep promotes the Certification and Competences National Exam (Encceja), Students Performance National Exam (Enade), Graduation Courses Valuation, School Census and Basic Education Valuation National System (Saeb), School Census, and University Census.

About Red Hat, Inc.
Red Hat, the world’s leading open source solutions provider, is headquartered in Raleigh, NC with over 65 offices spanning the globe. CIOs ranked Red Hat as one of the top vendors delivering value in Enterprise Software for five consecutive years in the CIO Insight Magazine Vendor Value survey. Red Hat provides high-quality, affordable technology with its operating system platform, Red Hat Enterprise Linux, together with applications, management and Services Oriented Architecture (SOA) solutions, including JBoss Enterprise Middleware. Red Hat also offers support, training and consulting services to its customers worldwide. Learn more: http://www.redhat.com.

Forward-Looking Statements
Certain statements contained in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to any historical or current fact. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including: risks related to delays or reductions in information technology spending, the integration of acquisitions and the ability to market successfully acquired technologies and products; the ability of the Company to effectively compete; the inability to adequately protect Company intellectual property and the potential for infringement or breach of license claims of or relating to third party intellectual property; the ability to deliver and stimulate demand for new products and technological innovations on a timely basis; risks related to data and information security vulnerabilities; ineffective management of, and control over, the Company’s growth and international operations; fluctuations in exchange rates; adverse results in litigation; and changes in and a dependence on key personnel, as well as other factors contained in our most recent Quarterly Report on Form 10-Q (copies of which may be accessed through the Securities and Exchange Commission’s website at http://www.sec.gov), including those found therein under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations”. In addition to these factors, actual future performance, outcomes, and results may differ materially because of more general factors including (without limitation) general industry and market conditions and growth rates, economic conditions, and governmental and public policy changes. The forward-looking statements included in this press release represent the Company’s views as of the date of this press release and these views could change. However, while the Company may elect to update these forward-looking statements at some point in the future, the Company specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing the Company’s views as of any date subsequent to the date of the press release.

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http://www.redhat.com/about/news/prarchive/2009/inep.html

FAST FACTS

Company: North American Non-profit Medical Research Organization; Vizuri, a Red Hat Advanced Business Partner

Industry: Healthcare: Biomedical Research and science education

Geography: US

Business Challenge: Aggregate critical information, reduce operational costs, and increase performance to internal and external users, and increase availability of research to a wider audience, through the use of a foundational portal platform.

Software: JBoss Enterprise Portal Platform (32-cpu), JBoss Rules (32-cpu), JBoss jBPM (32-cpu), Red Hat Enterprise Linux Advanced Platform, JBoss Developer Studio, Alfresco ECM, Alfresco WCM

Benefits: The Red Hat and Vizuri partnership helped a non-profit medical research organization complete a side-by-side evaluation and selection process that compared the solution benefits of open source software to proprietary software. Through customer experiences, JBoss and Vizuri were able to outline to the customer that the cost savings provided by the selecting an open source solution would allow the customer to leverage Alfresco Enterprise Content Management.

Download the case study [PDF]

BACKGROUND:
Vizuri is a Red Hat Advanced Business Partner and Preferred JBoss Certified Systems Integrator that specializes in advanced technology and business solutions. The consulting firm has experience with implementation spanning Identity Management (IdM), Business Process Management (BPM) , Enterprise Service Bus (ESB), Enterprise Messaging, Service Oriented Architecture (SOA), Portal, Web 2.0, Seam, and RichFaces. Vizuri is a consulting firm committed to delivering innovation by utilizing open source solutions to provide cost-effective, enterprise solutions for strategic client initiatives.

OPPORTUNITY
The Red Hat and Vizuri partnership helped a non-profit medical research organization complete a side-by-side evaluation and selection process that compared the benefits of open source software to proprietary software. Together, JBoss and Vizuri were able to deliver substantial cost savings to the customer which allowed them to leverage Alfresco Enterprise Content Management.

The Red Hat and Vizuri solution was selected as a finalist against IBM Websphere and BEA Weblogic. Vizuri hosted a proof-of-concepof the JBoss Portal Platform, to showcase real world business situations that included many third-party applications to be integrated into the customer’s unique environment.

During the proof-of-concept , Red Hat and Vizuri simulated Integrated Single-Sign-On (SSO) leveraging Oracle Identity Management (IdM) with PKI, and Enterprise Content Management (ECM) from Alfresco that met the customer’s requirements.

By presenting related customer experiences, Vizuri was able to show how the JBoss Enterprise Portal Platform with Single Sign-On integrated with Oracle and Alfresco ECM.

SOLUTION
Ultimately the non-profit medical research organization selected the JBoss Enterprise Portal Platform, JBoss Rules, and JBoss jBPM, to deliver an integrated technology platform that will increase the customers ability to aggregate information, increase performance and meet the needs of its internal and external customers and also bring significant cost savings to the company.

Moving to the JBoss Enterprise Portal Platform was an essential first step in implementing the non-profit medical research organization’s initiative, as multiple diverse systems and data sets needed to be integrated to collect, process, and disseminate all the relevant customer and operational information.

Because the integrated solution is based on open source industry standards, the customer was able to leverage legacy and custom developed applications that were integrated seamlessly as part of the overall solution.

The Red Hat and Vizuri team identified work flow and rules management gaps due to the different types of research grant application processes and the complex rules for awards. JBoss Rules, JBoss jBPM, and Alfresco Enterprise Content Management (WCM) capabilities were presented in a similar business case scenario that met the stringent requirements and customer needs.

Displaying the impact and value of open source relationships, Red Hat and Vizuri worked with Alfresco, to provide Alfresco Enterprise Content Management (ECM) and Web Content Management (WCM). Two solutions that positioned the customer for growth that would not have been able to be considered due to limited financial resources, if the customer selected proprietary solutions.

“Our ability to provide a robust Portal Platform capable of complex technology integrations coupled with proven client solutions, enabled the non-profit medical research organization to trust that professional open source was strategic to their organization,” said Joe Dickman, Managing Director, Vizuri.

BENEFITS
The non-profit medical research organization needed to modernize its infrastructure, and put a plan in place to build next-generation systems that would allow for agility, growth, and efficient daily operations.

From the very beginning of the project, the partnerships between Vizuri, Red Hat and Alfresco were vital to the success of the deployment. “Through the value of open source, we were able to work effectively and with a strategic mission to standardize and enable next-generation systems, that were positioned for growth,” said Dickman.

“With the costs saved from selecting the open source solution JBoss Enterprise Portal Platform, the customer had the ability to purchase the Alfresco solutions,” said Dickman, “The functional advantages and the value of open source software, gave the customer more options than the customer would have had available with a proprietary solution.”

The company did not want to implement legacy and complex custom development projects in a non-standard environment. Te JBoss Enterprise Portal Platform delivered the tools to develop and establish a solid portal reference architecture that simplifies the integration of disparate systems and data.

“The JBoss Enterprise Portal Platform comes with everything we need to enable simplified integration of disparate systems and data. This platform serves as the foundation for many of our client solutions and we trust Red Hat to align with our future objectives and customer needs, and to deliver solutions for innovation,” said Dickman.

The company is also very pleased with the partnership it has forged with Red Hat. Other Red Hat clients can now leverage the experience Vizuri gained during its work with the company, “It’s a win-win situation for both of us,” said Dickman.

FAST FACTS

Company: EnerNOC

Industry: Energy

Geography: North America

Business Challenge: Improving the efficiency of its demand-response network that helps manage energy supply and demand

Software: Red Hat Enterprise Linux, JBoss Enterprise Middleware

Benefits: Streamlined the complex workflows involved in aligning the needs of utilities/grid operators to avoid blackouts during peak energy-consumption times and the desire of energy users to generate revenues through better managing their energy use.

“It would be very difficult for us to compete successfully without jBPM. We could not deliver our solutions nearly as efficiently and cost-effectively in this extremely aggressive market without it.”
–Ed Kusnitz, lead platform engineer, EnerNOC

Download the case study [PDF]

BACKGROUND
As a leading provider of technology-enabled energy management solutions, EnerNOC is changing the way the world uses power. Through the use of advanced technologies, EnerNOC helps utilities and grid operators maintain the delicate balance between supply and demand.

EnerNOC’s demand-response solution is based upon an innovative business model. It pays the more than 4,000 business and industrial organizations in its network to reduce their electricity usage during times of high demand. This decreases stress on the electric grid, preserving the reliability of a region’s electricity resources and helping to prevent blackouts and brownouts while also alleviating the need to rely on fossil fuel-burning power plants. By acting as the middleman between energy providers and consumers, EnerNOC plays an important role in allocating what can be a scarce resource, especially when weather conditions, problems with the electrical grid, or other events create unusual demand or cause unanticipated disruptions in the flow of power.

EnerNOC is perfectly positioned for success due to three major trends: first, demand for energy is rapidly outpacing supply; secondly, due to regulatory and community concerns, it is difficult to build new regional power plants located close to energy users; and third, emerging regulatory trends on both national and local levels are changing utility business models with incentives that promote efficient energy practices.

EnerNOC is growing exponentially. At the end of 2007, EnerNOC had approximately 1,100 megawatts under management across approximately 2,200 individual sites. It ended 2008 with more than 2,000 megawatts under management across more than 4,000 sites.

BUSINESS CHALLENGE
EnerNOC’s demand-response solution consists of three distinct steps: first, a customer sends out a request for additional power so as to alleviate stress on the grid or in response to high wholesale energy prices. EnerNOC takes that request and initiates actions across its network – turning out lights, turning on generators – to enable participants to follow through on their commitments to conserve power when requested. This in turn allows EnerNOC to fulfill its contracts with its customers to help reduce demand on the grid.

Prior to 2005, EnerNOC’s depended heavily on manual processes. Although certain procedures were automated, a great deal of human intervention was required to ensure that the workflow proceeded seamlessly. EnerNOC saw an opportunity to both slash operational costs, and provide greater customer service.

EnerNOC also saw an opportunity to position itself for future success. “Our strategic vision is to build highly scalable, best-of-breed technologies to support a comprehensive suite of energy management solutions and services,” said Terry Sick, vice president of product development and engineering at EnerNOC. “To accomplish this, we needed supporting technologies based upon open standards and interoperability.”

SOLUTION
Choosing the operating system was easy: Red Hat Enterprise Linux, due to its market dominance and technical leadership, was the obvious choice. And after investigating all the options for business process management (BPM) on the market, EnerNOC decided that the JBoss jBPM solution was the best choice.

JBoss jBPM is a JBoss Enterprise Framework that delivers workflow, business process management (BPM), and process orchestration in a scalable and flexible product footprint. “We were still a startup at that point, and needed a very cost-effective solution that still provided us with all the functionality we required,” said Ed Kusnitz, lead platform engineer for EnerNOC. EnerNOC also deployed JBoss Enterprise Application Platform, which includes JBoss Application Server, Messaging, Clustering, Seam, Hibernate, and EJB3 along with MySQL to complete the solution.

For help with the JBoss implementation, EnerNOC selected Amentra, a leading provider of systems integration services for SOA, business process management, systems
development and enterprise data solutions. Amentra was acquired by Red Hat in March 2008.

BENEFITS
Because JBoss jBPM provides all the tools and process execution engine needed to automate complex workflows in Java and Web applications, EnerNOC was able to reduce business process errors, speed process execution, and enhance overall business performance.

Today, upon receiving an email that one of its customers requires power, the now-automated workflow process is immediately triggered. This one step alone can be extraordinary complex. “A single action initiated by an utility or grid operator can impact 300 sites on our network, and each one needs its own workflow,” said Kusnitz.

For example, some organizations want to be notified in advance before their power is curtailed; others are fine if EnerNOC just takes appropriate action. “jBPM allows us to manage the state of each site very easily, while giving us transparency into the entire operation,” said Kusnitz.

“If we had to code all this ourselves, it would be very difficult to accomplish what we need to, much less see what was occurring at any particular point in time,” agreed Andre Quina, software engineer at EnerNOC. “Under jBPM we can bring up a graphical image of the state of the workflow, which immediately shows us the state of the processes.”

jBPM has also allowed EnerNOC to achieve tremendous flexibility, reliability, and scalability. “If we need to make changes to the workflow – which happens all the time – we can do that without having to go in and actually edit the code,” said Quina. “That eliminates the risk of introducing errors, and makes for much more reliable operations.” And because EnerNOC is growing so rapidly, jBPM’s ability to manage ever-greater numbers of organizations’ power capabilities has been essential. “jBPM is enabling us to meet escalating market demand for our solutions,” said Quina.

Looking ahead, EnerNOC is currently using jBPM to create the business logic involved in curtailing and restoring sites. For example, before turning off lights, an on-site generator might need to be started, and the power load transferred to that generator. “When we get this last phase automated, we’ll be able to respond even more rapidly to a request from an ISO for more power,” said Kusnitz. “In effect, our jBPM application will be transformed into a virtual generator. We’ll be able to power it on, and provide our customers with power within just a few minutes notice.”

Amentra contributed enormously to the success of the project. “Amentra’s expertise with both JBoss jBPM and the messaging layer allowed EnerNOC engineers to focus on core business logic, which is helping us prepare for future expansion into new markets,” said Sick.

What would EnerNOC do without JBoss? “It would be very difficult for us to compete successfully without jBPM,” said Kusnitz. “”We could not deliver our solutions nearly as efficiently and cost-effectively in this extremely aggressive market without it.”

Agrees Sick: “Technical innovation has been key to EnerNOC’s growth. Open source in general – and Red Hat in particular – have been behind our success in this area.”

Companies: Advent Conferencing and CITYTECH

Industry: Conferencing/ Services/Technology

Geography: Chicago

Business Challenge: Needed to differentiate itself from the competition in a commodity marketplace.

Software: JBoss Enterprise Application Platform Including: JBoss Seam Framework, JBoss Messaging and JBoss Cache, JBoss jBPM Framework

Benefits: Increased sales by offering a more flexible and customized service; Boosted customer satisfaction by improving provisioning and billing procedures; streamlined internal processes and cut operational costs through integrating customer relationship management, business process management, and accounting systems.

“With an award-winning organization like Red Hat behind us, and world-class technology like JBoss to leverage for our solutions, we are primed for success,” said Matt Van Bergan, chief technology officer, CITYTECH.

“CITYTECH listens to my needs, and is very creative about coming back with ideas, they speak in terms that make me confident they understand my business, and are completely focused on making Advent successful.” – Mike Swimelar, president, Advent Conferencing

See CITYTECH in the Press: Enterprise Management Quarterly

Download the case study [PDF]

BACKGROUND
As a full-service telephone and Web conferencing service provider, Advent Conferencing offers the latest in secure collaboration technology for businesses of all sizes. It prides itself on being on the technological edge, and delivers the best sound quality and broadest range of features in the industry at competitive rates. Based in Chicago, Advent has a customer base that reaches throughout the United States, and has managed to differentiate itself in a crowded commodity marketplace through a savvy combination of the latest technologies and stellar customer service.

CITYTECH is a Chicago-based consultancy specializing in the design, development, and execution of highly available and scalable enterprise applications. A Red Hat partner, it specializes in JBoss, Java Enterprise Edition (J2EE), and other top software development platforms. CITYTECH’s mission is to help its customers achieve their business goals through technology. Founded in 2003, and growing at a rate of 25 percent annually, CITYTECH’s success is due to its ability to execute projects using an agile but methodical implementation methodology deployed by small, highly experienced teams of professionals. It forges long-term partnerships with clients and makes customer satisfaction its No. 1 priority.

OPPORTUNITY
The teleconferencing business is increasingly a commodity business. Most market participants offer roughly the same services at roughly the same price points. Mike Swimelar, president of Advent Conferencing, understood that the only way to differentiate his company from the pack of competitors was through technological innovation. By 2006, he was already offering the very the latest in secure collaboration technologies with the best sound quality and richest feature set. Its audio conferencing network, bridges, and processes were the most reliable in the industry. But he was looking for even more of an edge. “I realized there was more we could do,” said Swimelar.

Specifically, Swimelar wanted to provide advanced account management services to his customers that would enable them to do such things as generate usage reports on the fly; track expenses by conference leader, project, or account; and specify when, how, and in what format they would be billed. He also wanted to streamline Advent’s own internal operations. At the time, senior management, sales, marketing, operations, and accounting functions were served by “stovepipe” information systems that fragmented business and operational data in a way that made it difficult to see the big picture.

Billing – the lifeblood of any business – was especially problematic. “We were getting data dumps from the bridge software that we had to manually massage,” said Swimelar. “It could take days, sometimes longer, to get customer billing out.” In addition to slowing down cash flow, there was no flexibility in tailoring the bills according to customers’ specifications. And customers were also demanding more advanced management features that would allow them to track which employees were using the conferencing system, when, and for how long, and give them easy access to other usage and billing metrics. “Our customers wanted more control and visibility into the service, but our existing systems weren’t capable of providing that,” said Swimelar.

SOLUTION
Swimelar had worked with CITYTECH’s chief technology officer, Matt Van Bergan, while at another company. He went to Van Bergan for help developing an integrated Web-based application that would simultaneously meet Advent’s internal and customer-facing requirements. CITYTECH used the JBoss Enterprise Application Platform as the basis of a development and deployment platform for building an application the two firms dubbed “Advent Pulse.”

To accomplish this, CITYTECH used the JBoss Messaging functionality within the JBoss Enterprise Application Platform to provide asynchronous communication with the conferencing bridge hardware. The JBoss Seam Framework was the basis for the Web application, primarily due to its integrated AJAX functionality. JBoss jBPM was used to model and manage the human-driven business processes. Finally, the JCache support within the JBoss Enterprise Application Platform enhanced performance when communicating to the dedicated conference bridge hardware.

BENEFITS
Today, Advent Pulse provides customer relationship management (CRM), live interface with the conference bridges for billing data extraction, business intelligence, and sales commission management in one seamless application.

The benefits were immediate, and substantial. “We spend a lot less time struggling just getting data into a format for billing customers, and a lot more time on marketing and sales,” said Swimelar. Additionally, he said, Advent can provision new customers and fill orders much more swiftly and cost effectively, and provide customers with near-real-time access to usage metrics.

The net result? “Customer satisfaction is much higher, billing errors have been eliminated, and Swimelar is convinced that he’s making more sales as a direct result of the new system in place. “Because we’re able to deliver exactly what our customers need, and do it flexibly, quickly, and for a competitive rate, it has really made a difference in our revenues,” he said.

“CITYTECH listens to my needs, and is very creative about coming back with ideas. Rather than being so acronym-oriented that I don’t know what they are talking about, they speak in terms that make me confident they understand my business, and are completely focused on making me successful,” said Swimelar.

In turn, CITYTECH points back to Red Hat as the ideal technology partner. “With an award-winning organization like Red Hat behind us, and world-class technology like JBoss to leverage for our solutions, we are primed for success,” said Van Bergan. Plus, he said, the stellar enterprise support, and the direction laid out by its product roadmap have made JBoss the perfect choice of middleware for many of its clients.

Looking ahead, Advent plans to use CITYTECH’s help to keep innovating. “That’s what’s going to keep us ahead of the competition,” said Swimelar. He is currently engaged with CITYTECH’s consulting division to brainstorm how the JBoss Communications Platform – based upon the Mobicents open source project – can be used to migrate from a traditional bridge teleconferencing architecture to a more integrated solution that enables the next-generation of conferencing services. “As we get off the traditional telephone networks and more into IP [Internet Protocol], we’ll be able to implement new solutions that would allow us to integrate voice and Web conferencing even more,” said Swimelar. “We’re very excited about the possibilities.”

FAST FACTS

Industry: Car rental

Geography: EMEA

Business Challenge: To replace Avis’ costly proprietary software with reliable open source solutions to reduce acquisition and ongoing costs for the organization’s IT department

Migration Path: Proprietary Sun hardware with Solaris and Weblogic-based application server platforms to a more cost-effective and flexible platform based on JBoss Enterprise Application Platform running on Windows Server 2003

Hardware: Wintel environment incorporating Dell hardware, Intel-based dual-CPU, quad-core machines with 8-16Gigs of RAM, Windows Server 2003 32bit and 64bit

Software: JBoss Enterprise Application Platform, Hibernate framework

Benefits: Experienced significantly reduced TCO of at least 50 percent from reduced maintenance costs, as well as increased licensing flexibility and reconfigurability and decreased server load

“Avis has absolute trust in JBoss and its mission-critical enterprise applications. We are very satisfied with the results that we’ve achieved since migrating to JBoss solutions.”
–Jens Utech, Director Revenue and Fleet Applications at Avis.

Download the case study [<strongPDF]

BACKGROUND
Avis Europe is a leading car rental company with a presence in Europe, Middle East, Africa, and Asia. It serves over eight million customers per year via the Avis and Budget brands in over 3,800 locations. Avis holds leading positions in many markets in Western Europe, with approximately 80 percent of its revenues generated in the five major markets of France, Germany, Italy, Spain, and the UK.

OPPORTUNITY
Avis’ revenue management system, undoubtedly the organization’s predominant application affecting main business function, is used to conduct forecasting for business areas including future demand for car rental, the best placement of cars for rental services, what types of customers to target, and pricing decisions. Used in over 500 stations across Europe, the system needed to be upgraded and simplified to enable ease of use.

Avis’ station application, allowing agents to check in cars via handheld devices, and the company’s system for printing rental agreements both also needed to be optimized. The previous processes were conducted in-station using noncompliant, non-customer friendly, and incumbent systems.

In 2006, Avis recognized the need to replace these expensive, incumbent systems based on proprietary software with a reliable and affordable alternative. Though it had little experience with open source solutions, it decided to migrate its proprietary Solaris and combined BEA and Weblogic application server platform based on Sun hardware to the more cost-effective and flexible platform offered by open source solutions.

SOLUTION
Avis evaluated a number of open source solutions that could offer reduced total cost of ownership (TCO), expanded flexibility, and unmatched scalability. Avis required a J2EE-compliant Application Server on the Windows platform that offered support and a related monitoring and management infrastructure.

Ultimately, Avis selected a Wintel environment combining Dell hardware, Windows Server 2003, and JBoss Enterprise Application Server. The JBoss Enterprise Application Platform also incorporated the use of JBoss Operations Network for monitoring activities.

The solution ecosystem consists of Windows Server 2003 32bit and 64bit, JBoss Enterprise Application Server, and SQL Server 2005. The overall solution includes 10 production servers used for the organizations revenue-management systems. Half of these solutions are based on JBoss Application Server, and all use the Hibernate framework.

The migration involved no integration with the incumbent platform, and was a full-system port. The process operated on a phased, three-year timeline with iterative releases occurring approximately every three months. No system integrators or value-added resellers were leverage during the migration process, as all development was done in-house.

Avis used consultants to aid the smooth implementation of JBoss Operations Network Server monitoring and management. This allowed the company to rapidly incorporate the tool without having to invest heavily in administration and installation internally.

BENEFITS
Avis selected JBoss solutions for the offering of reduced TCO and increased performance, flexibility, and availability of resources with familiarity in the market.

One of the distinct advantages of the JBoss Enterprise Application Platform is that it enables ease-of-use for development. The solution integrates easily with IntelliJ IDEA, and Avis’ development cycle, and Avis employees are now able to run the JBoss platforms on their personal laptops.

The platform has enabled significant development efficiency and developers are more effective running JBoss in their processes and taking advantage of the full IDE integrationand very rapid start-up times. The time required for startup with the new JBoss-based system has been reduced considerably. Now, with JBoss Enterprise Application Platform, Avis can quickly and easily add new servers to its architecture. The new architecture has allowed Avis to buy, deploy, and redeploy additional servers at very competitive prices.

In addition to reduced TCO amounting to savings of at least 50 percent of original costs, Avis also achieved enhanced performance from its newly implemented JBoss platform.

“It’s now definitely easier to scale a number of CPUs up and down in the current model and the system really brings us a lot of value, especially in terms of efficiency and effectiveness in the development process. We have saved at least 50 percent on TCO,” said Jens Utech, Director Revenue and Fleet Applications at Avis. “Thanks to JBoss’ integration with the development tools and the ability for the developer to work in very flexible ways, common development tasks around deploying, re-deploying, and generally working are three to four times faster with JBoss than any of the competitors.”

“Avis has absolute trust in JBoss and its mission-critical enterprise applications. We are very satisfied with the results and we are also impressed with JBoss support. We are provided with very professional, very prompt, and very helpful answers as opposed to the usual vendor nonsense. We use the support portal website as well,” said Utech.

In addition to all of the valuable benefits delivered by JBoss solutions, Avis also found that many of its development staff perceived the use of JBoss and open source solutions in general as very positive. This has led to increased motivation and expanded recruiting for Avis’ internal staff.

FAST FACTS

Industry: Tourism and hospitality

Geography: Spain

Challenge: Provide greater performance and stability for the company’s web platform with the fundamental objective to increase online sales

Migration Path: Oracle Application Server to JBoss Enterprise Application Server running on Red Hat Enterprise Linux ES v4, and JBoss Operation Network

Software: JBoss Enterprise Application Server 4.2 and Red Hat Enterprise ES Linux 4.0

Hardware: 3 + 2 servers, 2 for Application Server, 1 for JBoss ON, 2 servers for Oracle database on HP-UX.

Benefits: Improved performance, stability, and scalability of the platform, while also enhancing architecture control

“The continuous increase in online sales made through the web means the priority of the Corporate IT department must be to seek maximum availability and performance of the technology platform. Red Hat solutions have proven to exceed expectations for the the current and future needs of our platform.”
– Ricardo Mardomingo, IT Manager of NH Hoteles.

Download the case study [PDF]

This case study is available in the following languages: HERE

BACKGROUND
NH Hoteles (www.nh-hotels.com) is a well-known European business hotel based in Spain that is listed on the Madrid Stock Exchange. The hotel chain includes 350 locations, totalling more than 50,000 rooms across 21 countries in Europe, America, and Africa.

CHALLENGE
The company’s web platform, which includes its corporate website, a hotel search engine, and its online booking system, is a fundamental element of the business that is necessary to enable online sales. In 2006, its portal received around 17 million visitors. In 2007, the number of site visitors increased to over 22 million.

NH Hoteles was experiencing problems related to the stability and performance of its web platform. As a result, in May 2007, it decided to issue an RFI (Request For Information) to explore possible solutions that could ease the issues related to its web platform. It established a series of criteria for its platform solution, including heightened performance, scalability, standardization, support, monitoring, and procedures.

SOLUTION
The NH Hoteles web portal project consisted of migrating its Oracle Portal infrastructure that supports the NH Hoteles web platform to a 100 percent open source environment. After assessing various options that included the use of other proprietary application servers, NH Hoteles selected the solution proposed by Oxxigeno Networks S.L., a Red Hat Advanced Business Partner, based on JBoss Application Server and Red Hat Enterprise Linux. NH Hoteles worked with Oxxigeno Networks S.L., a Red Hat Advanced Business Partner, to complete the project, which spans the operating system, application server, web servers, and applications, as well as the subsequent platform operation management. The project was completed in October 2007.

The support services related to the new solution are based on practices of the Information Technology Infrastructure Library (ITIL) standard and cover support tasks, including performance guarantees, proper operation of the platform, comprehensive monitoring of all NH Hoteles web portal applications, system configuration management, production environment update management (application and software updates, etc.), development methodologies, and the production of each task on the platform.

BENEFITS
After implementing Red Hat solutions, NH Hoteles benefited from a reliable technology infrastructure that was fault-tolerant, robust, supported by open technology, and standards-based.

The implementation of Red Hat solutions was a success and has exceeded the objectives defined by NH Hoteles. The hotel chain experienced an impressive increase in system stability with improved platform availability that grew from an average 98 percent before migration, to 100 percent after migration, as measured via the availability of the NH Hoteles portal homepage. The 66 percent performance increase of the platform enabled the execution of a complete web-booking cycle, including cancellation, and resulted in minimized response times for users., improving the online image of NH Hoteles.

Due to the management capacity of the JBoss Application Server clusters through JBoss Operations Network, NH Hoteles has also experienced greater control of its current architecture. The solution has provided ease-of-use and scalability, and has led the company to consider the suitability of implementing additional Red Hat solutions throughout the rest of its information systems.

FAST FACTS

Company: Booz Allen Hamilton

Industry: Government, Management Consulting

Geography: McLean, Virginia

Challenge: Build a service oriented architecture (SOA) solution for a government client that could be leveraged and reused for other client engagements

Migration Path: Transitioned a custom coded, proprietary-based solution to a a hybrid COTS/GOTS/Open-Source application that leveraged a significant portion of the Red Hat product portfolio.

Software: JBoss Enterprise Application Platform, JBoss Enterprise SOA Platform including JBoss jBPM and JBoss Rules, JBoss Operations Network, Red Hat Enterprise Linux Advanced Platform with Xen virtualization, Red Hat Cluster Suite and Red Hat GFS.

Operating System: Red Hat Enterprise Linux 5 Advanced Platform

Hardware: Eight Dell 2950 servers with 32 gigabytes of memory

Benefits: Booz Allen built a modular SOA environment that efficiently supported the development and integration of new applications into the system, reducing the dependence on custom coding when doing proof-of-concept or production deployments of client systems across a broad range of government and commercial applications

“We selected Red Hat and JBoss Enterprise Middleware in order to meet our client’s budgetary constraints, support requirements and operational needs. The combination of efficiency provided by Xen, scalability provided by Red Hat Cluster Suite, GFS, and the clustering feature of JBoss Enterprise Application Platform, along with the agility provided by the JBoss family of products has led our client to consider these products as their top-tier choice.”
– Christopher Dale, associate, Booz Allen Hamilton.

Download the Red Hat case study [PDF]

Download the JBoss case study [PDF]

BACKGROUND
Booz Allen Hamilton has been at the forefront of strategy and technology consulting for more than 90 years. Every day, government agencies, institutions, and infrastructure organizations rely on the firm’s expertise and objectivity, and on the combined capabilities and dedication of our exceptional people to find solutions and seize opportunities. Providing a broad range of services in strategy, operations, organization and change, information technology, systems engineering, and program management, Booz Allen is committed to delivering results that endure. With 20,000 people, Booz Allen generates approximately $4.0 billion in annual revenue.

CHALLENGE
In 2004, Booz Allen was approached by a government agency to perform a proof of concept for a proprietary-based document-processing system. Although the proof of concept was successful, attempts to scale the solution up to a production-grade system encountered serious roadblocks. “We went into it carrying a lot of ‘baggage’ due to short-cuts we’d made in the prototype system because of the lack of time and the resources we’d had during the proof of concept,” said Christopher Dale, an associate with Booz Allen Hamilton. Over the next year and a half as more users were added, the team “spent a great deal of effort trying to deal with that baggage,” Christopher said. “But the system simply couldn’t scale the way we needed it to.”

When the agency secured funding to take the system to a new level of capability, the Booz Allen team knew it had to completely rethink its options. From the start, Christopher believed that open source was the answer, and virtualization clearly needed to be part of the solution. Additionally, “we knew we needed a clustered file system, as the old way of moving data back and forth was a real bottleneck,” said Isaac Christoffersen, an associate at Booz Allen Hamilton. There also had to be a lot more flexibility for dealing with changing customer requests for additional functionality as well as scalability.

SOLUTION
After thinking through its options, Booz Allen decided to design a service oriented architecture (SOA)-based cloud platform using an enterprise service bus (ESB) for a variety of reasons. First, a highly clustered and highly virtualized architecture was needed to build the kind of agile grid of computing and storage resources necessary to scale to the extent the client agency needed. Additionally, Booz Hamilton wanted to build a platform it could leverage in the future for other client engagements.

The physical layer of the architecture was made up of the computers, storage-area networks (SANs), Ethernet networks and Fibre Channel switches. Booz Allen used commodity hardware to build this layer out. The foundation layer of the architecture created a physical “resource pool” for the system to utilize at the virtualization layer, where server, network, and storage resources could be more efficiently leveraged. Booz Allen also used Xen virtualization and the Red Hat Global File System (GFS) on top of Red Hat Cluster Suite to create an environment for transaction processing. Red Hat’s Conga Cluster Management capability, a component of Red Hat Enterprise Linux Advanced Platform, was used to control cluster and storage management.

At the application layer, JBoss Enterprise Application Server provided the ability to create a clustered application server environment. Its built-in redundancy allowed Booz Allen to implement a message-driven Message Oriented Middleware (MOM) infrastructure using the JBoss Enterprise SOA Platform that included JBoss Enterprise Service Bus (ESB), JBoss jBPM and JBoss Rules. JBoss Operations Network was used to perform application and service management.

BENEFITS
The Red Hat-based implementation provided the agency with a multitude of benefits. For starters, it was able to consolidate 55 underutilized servers into just eight servers. This reduced number of systems not only handled the existing processing load, but left capacity available for even more growth in the future.

The system also helped Booz Allen design a system with tremendous flexibility and scalability. Using Red Hat solutions, Booz Allen was able to help the government agency adapt to changes in its mission and system demand in a more agile manner. Over a one-year period, data processing has increased from 1,000 documents per hour and 18,000 documents per day to more than 10,000 documents per hour and 100,000 documents per day. The number of users increased 600 percent in the first year that the system was implemented.

Believing that Booz Allen could leverage what the team had designed for other client engagements, the team briefed a group of Booz Allen partners on the idea… and they agreed. These partners agreed to fund a new initiative that is taking the SOA groundwork that the team created for the federal government, and using it to build a more general platform for application prototyping, development, and production for other government clients.

The current configuration of this platform offers database as a service, storage as a service, network as a service, and hardware as a service. The concepts in this SOA are those that industry leaders such as IBM and Amazon have been promising to deliver at some point in the future, Christopher said. “But we’re able to deliver it now.” Among other things, SOA has greatly improved our ability to integrate commercial and government off the shelf (COTS/GOTS) products. Historically, around 50% of Booz Allen’s development efforts were related to writing custom software to enable the integration of COTS and GOTS. By selecting solutions that leverage commercial and open standards, Booz Allen’s SOA approach reduces the need for this custom software and helps their clients achieve better reuse within their enterprise. Going forward, this new platform promises to be absolutely mission-critical to the way Booz Allen will provide its technology consulting services.

“We selected Red Hat and JBoss Enterprise Middleware in order to meet our client’s budgetary constraints, support requirements and operational needs,” said Christopher. “The combination of efficiency provided by Xen, scalability provided by Red Hat Cluster Suite, GFS, and the clustering feature of JBoss Enterprise Application Platform, along with the agility provided by the JBoss family of products has led our client to consider these products as their top-tier choice.”

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5/08