The Open Group SOA Tutorials 1 – The Impact of SOA on Business 2 – SOA Maturity Assessment using OSIMM 3 – SOA Governance 4 – Architecting SOA 5 – Developing an SOA with TOGAF 6 – Implementing SOA Implementing SOA

Don Kavanagh, Capita ITS UK Implementing SOA Created by Don Kavanagh, Capita ITS UK Heather Kreger, IBM

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What does SOA Offer? Smaller Business-IT Gap Agility/Flexibility Common semantics using “business process and business services” Smaller project cycles – more synch. opportunities Agility/Flexibility “React-Adapt-Adopt” cycle Business agility and IT flexibility Higher Productivity Through Re-use Becomes Mostly “assemble” Clearer software/app building process Re-use of services Better Operational Control Better management and visibility, better SLAs To get these benefits we have to have the right SOA services and solutions at the right time Implementing SOA

Services: A Different Way of Thinking Businesses reorientation around core processes From functional silos to End to End process, Cross Channel Functionality Matrix of Services ‘Portfolio’ From: Functional LOB orientation To: Horizontal Process orientation Services in each process Realigning the business is important Implementing SOA

What You Will Learn How to leverage what we have developed using OSIMM, SOA Reference Architecture and SOA Governance Regimen How to use SOA Services and Solution Portfolio and Lifecycle Management How to develop and execute on a SOA transition plan Implementing SOA

Summary of The DDB Group History Formed in 1882 Success due to:- Quality of products Patented Processes Global growth by acquisition of similar companies Semi-autonomous operation The Business Challenge United front to customer Establish global branding Reduce administrative overhead Preserve specialist production processes Rationalization of post production processes Current Status Produces hi-tech drill bits, cutters, routers, grinders and millers Customers are manufactures, users and spares wholesalers Preferred supplier to major machine tool manufacturers Products only manufactured against verified orders Rationalized order and production management Rationalized financial control Implementing SOA

Future Direction for DDB Traditional Ordering Online Ordering Order Management Production Management Financial Control Production Facility Group Dispatch Management Production Facility Production Facility Production Facility International deliveries Intercontinental deliveries National deliveries Implementing SOA

Architecture Life Cycle OSIMM Maturity Assessment SOA RA SOA Governance OSIMM Maturity Assessment SOA Governance SOA RA SOA Solution Arch Execute Transition and Implementation Plans Implementing SOA

For DDB Company: First Steps Understanding what SOA is Understanding what our goals for SOA are Understanding what SOA capabilities we have (OSIMM) Defining the roadmap to achieve our SOA goals (OSIMM) Defining a reference architecture for our SOA solution (SOA RA) Defining a governance regimen for DDB Group (SOA Governance Framework) Defining a transition plan or roadmap Defining an implementation plan Dependencies and timelines Governance Implementing SOA

Transformation Roadmap – from OSIMM Future state Business Domain Current state Business process Priorities Incremental Transformation OSIMM Applications Methods Information AS-IS Governance Organization To-Be Architecture Operations OSIMM Incremental Transformation IT Domain Information Technology Imperatives Implementing SOA

From OSIMM… Our SOA Transition Plan must: Address Architecture and Implementation Consider the business timelines and dependencies Address all the dimensions of the business in our architecture and implementation transition plans: Business Organizational/Governance Method Application Architecture, Information Infrastructure/Management Choose transitions, services, solutions with highest business benefit. -Dispatch Management for DDB Implementing SOA

DDB SOA Maturity Roadmap Silo Level 1 Services Level 4 Composite Level 5 Virtualized Level 6 Level 7 Dynamically Re-Configurable Componentized Level 3 Integrated Level 2 Modules Process Integration via Service Dynamic Application Assembly Components Objects Applications Structured Analysis & Design Service Oriented Modeling Service Oriented Modeling for Infrastructure Business Process Component Based Development Object Oriented Methods Isolated Business Line Driven Business provides & consumes services Outsourced Services BPM & BAM Business capabilities via context aware services Componentized Business Functions Business Process Integration Business View Composed Business Services Applications comprised of composite services LOB Platform Specific Project Based SOA Environment Virtual SOA Environment: Sense and Respond Context-aware Event-based: Sense & Respond Common Reusable Infrastructure Enterprise Standards Infrastructure & Management Monolithic Architecture Emerging SOA Grid Enabled SOA Dynamically Re-Configurable Architecture Component Architecture Layered Architecture Common SOA Environment Ad hoc LOB IT Strategy and Governance Emerging SOA governance SOA and IT Infrastructure Governance alignment Governance via Policy Common Governance Processes Object Oriented Modeling Governance & Organization SOA and IT Governance Alignment Application Specific Data Solution Information as a Service Virtualized Data Services Semantic Data Vocabularies Canonical Models. LOB Specific (Data subject areas established) Information Enterprise Business Data Dictionary & Repository Service Foundation Levels Implementing SOA

Dispatch Management Solution Architecture Dispatch Portals Order Management Production Dispatch Dispatch Processes Select Carrier Place Delivery Manage Delivery Dispatch Services National Inter-national Inter-continental Out-sourced Dispatch Components Best-of-breed Existing Systems Carriers Orders Deliveries Implementing SOA

Existing Infrastructure SOA Infrastructure Information presentation Portals Composition engine ESB EJB CEP Service Registry Performance monitor Access control SOA Governance Repository Data conversion Existing Infrastructure Implementing SOA

SOA Reference Architecture for DDB Group We have defined SOA Reference Architecture for SOA Solution Functional concerns: Infrastructure, Services, Business processes, Consumers Cross cutting concerns: Integration, Information, Quality of Service, Governance These cross cutting concerns need to be considered in the development of the transition and implementation plans Infrastructure and Business Process are key functional concerns that must be considered in the transition and implementation plans. Implementing SOA

SOA Governance Regimen for DDB Group Governance regimen targets: People Corporate changes Process SOA Solution Lifecycle and Portfolio processes SOA Service Lifecycle and Portfolio processes Technology Registries, Repositories, Infrastructure, Management and Monitoring Governance Transition Plans These targets need to be included in the SOA transition plan Implementing SOA

DDB Architecture Governance Manage and govern the evolution of the Service Portfolio and Interfaces across the Release Roadmap Reduce duplication of services and rules Provide Roadmap sign-off – agree service funding To Develop, Revise, Sustain Manage cross enterprise service dependencies and change Review contracts, interfaces and responsibilities propose re-factoring of contracts for Federated Re-use Agree check-point and phase reviews. Implementing SOA

What You Will Learn How to leverage what we have developed using OSIMM, SOA Reference Architecture and SOA Governance Regimen How to use SOA Services and Solution Portfolio and Lifecycle Management How to develop and execute on a SOA transition plan Implementing SOA

SOA Processes – functional view Service Portfolio Management Solution Lifecycle Service Lifecycle Portfolio PLANNING DESIGN & OPERATIONAL SOLUTION SERVICE Implementing SOA

SOA Processes: Solution Portfolio Management 9 October 2010 Service Portfolio Management Solution Lifecycle Service Lifecycle Portfolio PLANNING DESIGN & OPERATIONAL SOLUTION SERVICE SOA Processes: Solution Portfolio Management The process of ensuring that the organization has a set of SOA solutions appropriate to its needs and capability to implement and understand those solutions. Identify the solution scope and develop solution plans for service re-use and new development in order to meet the solution requirements. Extension of IT Portfolio Management Issues Ensuring SOA is a valid solution pattern for addressing the business problem Ensuring return-on-investment analysis for SOA is performed Ensuring SOA solution funding is available Educating and training stakeholders on the SOA Solution Portfolio and its benefit to the business Activities Solution Portfolio Planning SOA Solution Validity Solution Change Management SOA Solution Funding Prioritizes SOA Solutions For Consumes Services From Complies Prioritizes Services For Manages SOA Solutions Of Manages Of Provides Services To Defines Services for Service Lifecycle Service Portfolio Management Solution Portfolio Management Solution Lifecycle Implementing SOA (C) The Open Group 2002

SOA Processes: service portfolio management 9 October 2010 Service Portfolio Management Solution Lifecycle Service Lifecycle Portfolio PLANNING DESIGN & OPERATIONAL SOLUTION SERVICE SOA Processes: service portfolio management Process of ensuring that the organization has a set of services appropriate to its needs (May be new process) Correct services at the right time with the appropriate functional and non functional requirements New services are prioritized for the Service Lifecycle process to manage for consumption by the individual SOA solutions. Most value when managed across enterprise Plan for, assign implementation to specific projects, and deploy the services at the right time Service ownership, funding, usage plans Key Issues Planning right services for agility and reuse Resolving ownership and funding Activities Service Portfolio Planning Service Identification and Business Justification Service Ownership Service Funding Service Change Management Prioritizes SOA Solutions For Consumes Services From Complies Prioritizes Services For Manages SOA Solutions Of Manages Of Provides Services To Defines Services for Service Lifecycle Service Portfolio Management Solution Portfolio Management Solution Lifecycle Implementing SOA (C) The Open Group 2002

SOA Processes: Solution Lifecycle Management 9 October 2010 Service Portfolio Management Solution Lifecycle Service Lifecycle Portfolio PLANNING DESIGN & OPERATIONAL SOLUTION SERVICE SOA Processes: Solution Lifecycle Management Supports the design, development, deployment, management, change, and ultimate retirement of SOA solutions. SOA Solution Lifecycle processes are where the majority of the solution development is governed. Activities Solution Definition and Modeling Solution Management and Monitoring Solution Realization Planning Solution Implementation, Assembly, or Acquisition Service Re-use Planning & Exceptions Solution Testing, Deployment, Support SOA Entitlement/Usage Prioritizes SOA Solutions For Consumes Services From Complies Prioritizes Services For Manages SOA Solutions Of Manages Of Provides Services To Defines Services for Service Lifecycle Service Portfolio Management Solution Portfolio Management Solution Lifecycle Implementing SOA (C) The Open Group 2002

Solution Lifecycle Management Issues 9 October 2010 Service Portfolio Management Solution Lifecycle Service Lifecycle Portfolio PLANNING DESIGN & OPERATIONAL SOLUTION SERVICE Solution Lifecycle Management Issues Ensuring business processes for the SOA process orchestrations include business rules, business process management, and associated technologies Ensuring Service Portfolio Management interfaces include service identification and service contracts used by providers and consumers Enabling service assembly for building composite services and applications Ensuring service certification during deployment includes the validation of service contracts as well as functional and non-functional requirements Enabling service operational management which includes Service Level Agreement (SLA) verification, service monitoring, and reporting Ensuring change management for SOA services which includes accurate impact analysis of deployed services Ensuring proper cost allocation for service development and execution Implementing SOA (C) The Open Group 2002

SOA Processes: Service Lifecycle Management 9 October 2010 Service Portfolio Management Solution Lifecycle Service Lifecycle Portfolio PLANNING DESIGN & OPERATIONAL SOLUTION SERVICE SOA Processes: Service Lifecycle Management Extension of the organization’s Software Development Lifecycle (SDLC) by adding or putting emphasis on activities necessary for Service Lifecycle. Cover the design, development, deployment, management, and ultimate retirement of services Activities Service Definition and Modeling Service Realization Planning, Service Implementation, Assembly or Acquisition, Service Testing, Deployment Service Management, Monitoring Service Support Key Issues Adapting organization current software development lifecycle to service development lifecycle Establishing and approving service contracts (e.g., business processes will have the necessary capacity) Publishing services to enable re-use Managing multiple versions of a service Detecting unexpected service usage Meeting SLAs and architecting to enable this Managing to policies Prioritizes SOA Solutions For Consumes Services From Complies Prioritizes Services For Manages SOA Solutions Of Manages Of Provides Services To Defines Services for Service Lifecycle Service Portfolio Management Solution Portfolio Management Solution Lifecycle Implementing SOA (C) The Open Group 2002

SOA Governed Processes – detailed view Provides Services To Defines Services for Service Complies Portfolio Management Prioritizes SOA Solution Solutions For Solution Portfolio Prioritizes Manages Manages SOA Lifecycle Services Services Management Solutions Of For Of Service Consumes Services From Lifecycle Legend Planning Design & Operational Implementing SOA

SOA Processes – at the project level (1) Prioritizes SOA Solutions For Consumes Services From Complies Prioritizes Services For Manages SOA Solutions Of Manages Of Provides Services To Defines Services for Service Lifecycle Service Portfolio Management Solution Portfolio Management Solution Lifecycle SOA Processes – at the project level (1) Solution Portfolio Management process focuses on planning and prioritization of individual SOA solutions. These individual solutions may consume existing services as well as define new services. Following the guidance of the Service Portfolio Management process, these solutions may consume the re-usable services developed by the Service Lifecycle process and/or define new services for Service Portfolio Management. The new services are thereby prioritized by Service Portfolio Management for the Service Lifecycle process to manage for consumption by the individual SOA solutions. The Solution Lifecycle then enforces the Solution Portfolio Management plans during the development, deployment, and management of the individual SOA solution. Implementing SOA

SOA Processes – at the project level (2) Prioritizes SOA Solutions For Consumes Services From Complies Prioritizes Services For Manages SOA Solutions Of Manages Of Provides Services To Defines Services for Service Lifecycle Service Portfolio Management Solution Portfolio Management Solution Lifecycle SOA Processes – at the project level (2) Effective enterprise transformation is assisted by the application of SOA principles to enterprise architecture in a synergistic fashion. SOA principles enable flexibility and improved time-to-market in IT supported processes and business solutions. Enterprise architecture merges strategic business and IT objectives with opportunities for change through portfolio gap analysis, transition planning, and architectural governance. Leveraging service-oriented portfolio gap analysis, the enterprise planning cycle transforms strategy into a roadmap of specific change initiatives, and governs the execution of that resulting roadmap. The SOA lifecycle then drives solution delivery in the context of one or more specific projects in the roadmap. Implementing SOA

SOA Processes – DDB Group Enterprise SOA Solution Dispatch Solution Service Identification Process – Dispatch Service, Service decomposition SOLUTION SERVICE Solution Service Portfolio PLANNING Portfolio Management Management DESIGN & Solution Service Lifecycle OPERATIONAL Lifecycle Service Development, deployment for Dispatch Service Dispatch Solution development and deployment Implementing SOA

DDB Dispatch Service Decomposition and Planning Group Dispatch Service Shipping Date Shipping Date Shipping Date Group Dispatch Data Service Group Dispatch Business Processes Service Group Dispatch Business Rule Service Group Dispatch Data Access Service For the DDB dispatch service there are multiple dependencies Group Dispatch Access Rules Service Implementing SOA

What You Will Learn How to leverage what we have developed using OSIMM, SOA Reference Architecture and SOA Governance Regimen How to use SOA Services and Solution Portfolio and Lifecycle Management How to develop and execute on a SOA transition plan Implementing SOA

SOA Solution Transition Plan Plan for architecture and implementation of the SOA solution The resulting solution should satisfy the requirements for the SOA solution established earlier TOGAF Plan phase OSIMM Roadmap SOA Reference Architecture Governance Regimen SOA Lifecycle and Portfolio processes should be established (including Governance of them) Product acquisition plans (conforming to RA ABBs) Service development plans Implementing SOA

Planning to Change Consider the business timelines and dependencies – Business Cycle What benefit to service dependencies against roll-out transitions Transition roadmap must manage: People Process Technology Infrastructure Data migration Rule consolidation and variants – definition Semantics modelling is key – 7 definitions of customer and their behaviour Implementing SOA

Establishing the Transition Timeline Identify the SOA Delivery Lifecycle Define phase boundaries Look for overlap in service release and concurrency Define the SOA Foundation backbone – minimum to get SOI in place and interface to existing IT Estate – Release 1 Prove the interfaces Establish event, message, and data interfaces Internal to IT Estate – not released to business Define the business intermediate release 2 in parallel Release 3 full system functionality with options Implementing SOA

DDB Business View: Capabilities Overall cost reductions are key, - shared common services Phase by National, International and Intercontinental services. 1. Portals 1.1 Legacy interface – tracking, 1.2 Internal tracking status 1.3 External tracking status 2. Billing interface 2.1 Sterling legacy, 2.2 Euro 2.3 Fx (Exchange) Optimization real time value 3. Out-bound services 3.1 E-mail, 3.2 Paper (print) – shipping notes and schedules 3.3 Electronic EDI – 3Pi (Third party interfaces) Suppliers 4. Rules 4.1 Fixed rate card, 4.2 Optimized route rules, 4.3 Optimized weight rules, Optimized special handling Implementing SOA

DDB EA SOA Deliverables Roadmap Capabilities Portal Billing Out-bound Rules –Carrier Core Dispatch Release 1 – Internal – Back bone Legc C1.1 Full Ext C1.3 PoC C 2.1 internal C 2.2 PoC Legacy 3.2 National Services Release 2 - 1st Business Core Delivery Int C 1.2 full C 3.1 (Email) optional C 4.1 (Fixed) International Services Release 3 – Business Value Ext C1.3 Full C2.1 (Ster) C2.2 (Euro) C2.3 (Fx) opt C 3.1 (Email) full C 4.2 (Route) C 4.3 (Weight) Opt Intercontinental Services Future - 4 C 4.3 (Weight) Future – 5 C 4.4 (Special) x Implementing SOA

Establish Key Dependencies Time-Line Review the Key Business Objectives Prioritize and Map the Service Capabilities to the Objectives Schedule Service Interfaces and Dependencies to Outcomes R4 R2 Business R3 Application R1 Service Capabilities Security R5 Data Technology Implementing SOA

EA SOA Deliverables Roadmap Future State Bus. Arch Core Business Feature Set Business Launch Product - GO Live Business Scheme Processes Generic IT/SOA Applications/ Services SOA / BPM Foundation Business Models Business Use Caes System Use Caes Process Feature Sets Governance View SOA SDLC EA Gov Maturity Design Auth. Workshop Rev Phase Review Iteration Rev Rollout Plan Business Rule Arc View Rule Sets x Business Rule Cat Business Arc View BPM End to End Target Org Arch. Service Policy Business Context Legacy Review. SOA / Tech Arc View Prod. SOA M’ware Stack BPMN Models Arc Layers SOA Roadmap SOI Arc Base Application Arc View Business Strategy Multi Release Int. Strategy Service Intergration COTS Interface Data Arc View Conceptual Data Model Actors / Roles Logical Data Model Physical Data Model Security Arc View EA Security Strategy BPM Boundary Awareness Security Policy EA Implementation Timeline SOA Implementation Timeline Weeks Months Implementing SOA

Potential SOA Milestones Roadmap EA ‘SOA’ Core Future State Bus. Arch XX Business Feature Set Business Launch EA XX GO Live 1.1 Outline Business Needs - Direction Business Scheme Processes Generic IT/SOA Applications/ Services EA / BPM Foundation 1.2 Draft EA SOARef Arch 1.3 EA / SOA Architecture Baseline EA Ref Foundation Business Models 1.4 Evolve Business Value / Services Definition 1.5 Deliver End-to-End Process Foundation Inception Governance View Elaboration 1.6 Delver 1st Release Business Rule Arc View Construction Security Arc View 1.7 Develop Business Product Transition EA Service Portfolio Technology Arc View Inception 2.6 Delver 2nd Release 2.4 Evolve Services 8 Test comp Application Architecture Elaboration Data Architecture 9 Go Live Construction Business Architecture Months 3 6 9 Transition SOA Implementation Timeline Dec xx Jan xx Feb xx Mar xx Apr xx May xx Jun xx Jul xx Aug xx Sep xx Oct xx Nov xx Dec xx Jan xx Feb xx Mar xx Apr xx Q2 xx Implementing SOA

What have we Learned Importance of planning capabilities and services to move form AS-IS to TO-BE Service Architecture Understand the evolution of the Transition Plan Understand the SOA Solution portfolio and lifecycle processes and how they interact with the Service portfolio and lifecycle processes Understand how to execute a Transition Plan and the releases milestones and service required Implementing SOA

Questions please ? Implementing SOA