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Table of Contents

Fidelity Investments Case Study

How Cloudaware improved Fidelity's multi-cloud management, visibility, and resilience.

1. About Fidelity Investments

Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, and brokerage services. With a strong presence in public and private cloud infrastructures, Fidelity aims to streamline operations and enhance visibility across its multi-cloud assets.

2. Challenges

Fidelity faced significant challenges in managing its multi-cloud environments, including:

  • Lack of visibility into multi-cloud assets, particularly regarding operating system (OS) service license usage.
  • Difficulty tracking AWS and Azure Kubernetes deployments across public and private infrastructures.
  • Difficulty in tracking resources across multiple regions and Availability Zones.
  • Challenges in real-time application inventory tracking and efficient resource allocation, mainly due to the complexities of monitoring multi-AZ and multi-region deployments in AWS and Azure.
  • A need for accurate tracking of OS license usage to ensure compliance and optimize costs, especially for products like Oracle and its associated databases.

3. Solutions

To address these challenges, Fidelity implemented the following Cloudaware Solutions:

  • CMDB: provided comprehensive multi-cloud discovery capabilities, enabling tracking of OS service licenses and Kubernetes infrastructures across public and private clouds. CMDB Module
  • Resiliency Dashboard: enabled tracking of resources across multiple regions and availability zones (AZs), allowing Fidelity to assess resilience levels based on deployment zones. The process included resource mapping, alerts for less resilient configurations, and integration with multiple cloud services.
  • Application Inventory Tracking: implemented tagging systems for applications, enabling real time inventory tracking and made it available for aggregated exports for operational control and lifecycle management.

Created a tailored product hierarchy within the application for a precise tracking of application inventory.

4. Implementation

The deployment process involved:

  • Integration of the CMDB module with existing systems to track OS license usage effectively.
  • Utilization of the Breeze agent for tracking license activity hours, allowing Fidelity to calculate uptime for various products.
  • Establishment of a custom product hierarchy within the application to ensure accurate tracking of application inventory.
  • Configuration of observability tools to monitor private Kubernetes environments, integrating over 600 TunHub tunnels to seamlessly access private EKS and AKS clusters.
  • Development of a comprehensive Resiliency Dashboard to enhance cloud management, facilitating real-time resource tracking and resilience assessment across multi-cloud environments.
  • Establish a robust tagging system for real-time application inventory tracking.

5. Results

The implementation led to several measurable outcomes:

  • Enhanced visibility into multi-cloud assets, resulting in a 34% reduction in untracked resources.
  • Accurate calculation of OS license usage, leading to a 29% reduction in unnecessary licensing costs.
  • Established a resiliency coefficient for various regions and applications, providing critical insights into infrastructure robustness.
  • Real-time application inventory tracking enabled quicker decision-making and resource allocation.

6. Testimonial

"Cloudaware Solutions transformed our approach to managing multi-cloud environments. The visibility we gained into our assets and license usage has been invaluable in optimizing our operations and ensuring resiliency. We can now confidently make data-driven decisions." - Willian Griffin, Director of IT Infrastructure, Fidelity Investments.

7. Conclusion

Fidelity Investments successfully overcame its multi-cloud management challenges by leveraging Cloudaware Solutions' CMDB module, Breeze Agent, TunHub, and Analytics Dashboards. The results not only improved operational efficiency but also enhanced resiliency in their cloud infrastructure. For organizations facing similar challenges in cloud asset management, partnering with Cloudaware Solutions can provide the necessary tools for visibility and optimization. If your organization faces similar issues, contact us to learn how Cloudaware can streamline processes and enhance security.