IBM Software Group ® Project Enterprise Overview Scenario Description

IBM Software Group Slide 2 What is Project Enterprise  A Sales oriented Scenario  Implementation engineered to highlight the value propositions of SOA and Process Integration  You will recognize – It’s real life  Industry non-specific  Extensible - supports Cross Capability and Cross Brand  Basis for BDD and SOA/ESB collateral as well  Foundation for STEW and Customer facing materials (Demos, EoTs, PoTs, PoC samples)  Creates Russian Doll effect  Improves Efficiency of Enablement  Once you know the STEW you know the PoTs and Demos

IBM Software Group Slide 3 JK Enterprises – Project Enterprise  Organization Description  Multiple Market Segments – Mass Market, SMB, Corporate  Multiple Channels – Web, Brick & Mortar, Remote Sales, Back Office  Struggling to grow uniformly at low cost and risk  IT:  Mix of build vs buy – SAP, Siebel, CICS, Batch  Legacy Applications – core accounting, order entry  Multiple Platforms - Windows, AIX, iSeries, zSeries  Heterogeneous topology  Very little reuse of components and skills  Numerous Targets for Business Innovation and Optimization (BIO) but no methodology nor way forward

IBM Software Group Slide 4 JK Enterprises – IT Implementation  Today  200+ Developers  20+ different development tools  No end-end methodology  Lacking governance model  About to embark on major development supporting Business Innovation and Optimization effort  Tomorrow  Better linkage with business  Supporting methodology with artifacts and contracts defined  Supported and integrated tools  Role based  Business participates

IBM Software Group Slide 5 JK Enterprises Challenge #1 – Account Open  Account Sales:  Latency – customers want to use their accounts right away  Incomplete Status available during setup process – can’t answer customer questions  Inconsistent response on completion or when issues arise  Lack of collaborative materials to ease pre-sale (chat, co-browsing, difficult to ‘find’ information)  Limited sales channels  Account Application:  Complex application forms  Different applications for different products  Errors due to re-keying of information from paper application to screen  Lack of single customer view  Account Verification:  Lack of digital imaging  Lack of single customer view  Declining too many customer requests  Lack of dynamic, rules-based pricing  Credit checks inconsistent, expensive, and time consuming  Account Activation:  Prolonged process due to lack of digital signature  Manually entering information in various internal systems (CRM, ERP, etc.)

IBM Software Group Slide 6 Account Open – Business Goals  Strategic Initiative - Optimize Account Setup  Reduce Cost and Latency – grow efficiently and profitably  Improve sales and customer service through increased speed and responsiveness  Enhance productivity through reductions in total cost of ownership (TCO)  Increase the value and reach of services and products  Reduce risk and increase consistency via rules based Business Process Management

IBM Software Group Slide 7 JK Enterprises Account Open Process Overview

IBM Software Group Slide 8 Account Open – Account Verification Use Cases  Customer information is verified  Retrieve Credit Report if necessary  If credit score is “bad”, additional documentation is required  Based on customer profile (and credit score), pricing plan is calculated  Manual application review, depending on score  Generate decline or proceed to Account Activation step

IBM Software Group Slide 9 Project Enterprise - How ? Trace Requirements & Create System Use Case Realizations Model & Implement Services, & expose as Web Services Test Create & Manage System Requirements Rational RequisitePro WebSphere Integration Developer Integration Developer Choreograph services using BPEL, WSDL, etc. Run Monitor Deploy and Test Configure Human Task Manager (including Ad- Hoc) & Client Use Business Rules, State Machines, Web Services, Adapters, ESB, etc. Administration WSDL EAR BPEL WSDL Run-time Statistics Observation Model Create, Simulate & Analyze As-Is Business Model WebSphere Business Modeler Create Financial Reports & ROI Estimates Create Observation Model with KPIs & export to Monitor Create, Simulate, Analyze and Optimize To-Be Business Model Business Analyst Architect Rational Software Architect J2EE Developer UML Data Architect Model Relational Database Schemas Rational Data Architect 4Q05 Business Operations Analyst UML Develop Portlets Portal Developer WSDL Runtime  WebSphere Process Server  WebSphere Portal Server  WebSphere Business Monitor RDB Mapping

IBM Software Group Slide 10 Project Enterprise – IT Solution Topology

IBM Software Group Slide 11 Project Enterprise – A complex Use Case

IBM Software Group Slide 12 You will Build this Use Case this week  From Demos to the Labs – just a matter of more detail  Hands-on experience with the IBM Software Development Platform  WebSphere Business Modeler  Rational Software Architect (RSA)  WebSphere Integration Developer  Introduction to Rational’s ADLC stack: ClearQuest, Requisite Pro and ClearCase  Build, Deploy and Test a BPEL-based composite application to J2EE and SOA platform: WebSphere Process Server using IBM’s Software Development Platform  Execute Business Driven Development which is both Contract- and Role-based

IBM Software Group Slide 13 Logistics of the Project Enterprise Environment  Runs on VMware  Reduced performance than a “real” machine  Totally self contained environment  Tools  Eclipse 3.0 based  Starting workspaces have assets already developed for you  Windows XP environment  Scripts are provided  Step by step instructions  You will leave with it in your hands and enabled to apply it  More to come – we are just getting started

IBM Software Group Slide 14