Benjamin Moreland Director, Foundation Services Case Study: Scaling SOA to the Enterprise: SOA Roadmap & Governance The Hartford Insurance Group, Inc. Benjamin Moreland Director, Foundation Services

The Hartford Financial Services Group, Inc. Founded in 1810 One of the largest investment and insurance companies in the United States. Fortune 100 company 30,000 employees Two Companies: Hartford P&C – Auto, Home, Business insurance Hartford Life – investment plans, Life insurance, Group benefits

Outline SOA Basics SOA Roadmap SOA Governance Summary

SOA Basics Def’n: A loosely-coupled enterprise architecture based on industry standards that enables business goals SOA is based on industry standards It must be measured against business goals SOA is an EA philosophy

Hartford Business Drivers Lower total cost of IT Increased “Ease of doing Business” Speed to Market Increased business agility How do you get there? An SOA Roadmap

Outline SOA Basics SOA Roadmap SOA Governance Summary

SOA Roadmap SOA is more than standards and technology Evolution based Architecture Organization Governance Process Strategy Evolution based Think strategically, act tactically Bottom-up vs Top-down vs Middle-out

Business Services (Functions) SOA Strategies Top Down Process-Driven Business Architecture Business Processes Middle Out Service-Driven Business Services (Functions) Technical Services SOA Tools (App Infrastructure) Bottom Up Project-Driven Infrastructure

Level 5 SOA

Level 1 – Opportunistic SOA @ The Hartford Standards & Technology XML web services (1999) SOAP, WSDL (2004) Architecture Application Reference Architecture 1.0 (2003) Organization Architects Collective (2002) Governance “Do No Harm”, communication policy (2004) Strategy Select low hanging fruit (SEMCI) 2003

Level 2 – Tactical SOA @ The Hartford Standards & Technology WSM, UDDI Registry, WS-Addressing (2004) Enterprise Service Bus (2004) BPEL, WSIF (2006) WSRP, JSR-168 (2006 Strategy Metrics being reported (2006) 5 year Business / IT plan (2005) Architecture Integration, Security Reference Architecture 1.0 (2006) Application Reference Architecture 2.0 (2005)

Level 2 – Tactical SOA @ The Hartford (cont) Governance Effective EA governance process for large projects (2005) Organization Enterprise Architecture Group (2004) Process Standards Committee (2005) Service Committee (2006) Cookbooks for SOA tools (2005/2006)

Level 3 – Strategic SOA @ The Hartford Standards & Technology WS-BasicProfile IAA / ACORD BPM Strategy Progress Metrics, Service metrics Business Architecture defined Application Rationalization Architecture JIT Reference Architecture 1 overall Reference Architecture

Level 3 – Strategic SOA @ The Hartford (cont) Governance SOA Governance  IT Governance (Service level governance) Business Services Catalog (WS-Lifecycle) Organization Services Committee (1st qtr 2007) SOA Education Process ITIL, CMMi

The Hartford’s SOA Maturity Model (Roadmap) Strategy/ Process Standards Technology Architecture Organization Governance SOAP, XML, WSDL, WSRP, JSR-168 BPEL, BPMN, Vertical XML (ACORD) BPEL, WSIF, JMS, JCA, WS-Security SCA, WS-Eventing, WS-* 4-tierBAM, EPM, TBD Web Services, App Servers, Portal BPM, BRE, Integrated Svs Env. BPEL, WSM, UDDI, (ESB) BP Simulation, BAM, CEP, Metadata Mgmt BAM, EPM, TBD App Ref. Arch v1.0, Infra. Svs Service Granularity Identify Repeatable Patterns, Services Shared Business Functions, MDA Architects Collective SOA Roles & Responsibilities, SOA Education Formal EA Grp, Score projects SOA Center Of Excellence Function based, Not org based Interdeptmt communication Adopt service Reuse incentives governance Process working, Incentives working Automated Governance, Exception proc. Low hanging fruit BPA, Realize service Reuse, SLAs Identify Key Metrics, SOA Oper Model Monitor & Measure for Improvement, Iterative Dev. Bus. Agility, Real-time modifications * with collaboration from Dr. Mohamad Afshar

The Hartford’s 2006 SOA Scorecard Standards Technologies Architecture Processes Strategy Governance Organization 5 4 3 2 1

Outline SOA Basics SOA Roadmap SOA Governance Summary

Governance Governance is about getting people to do the right thing at the right time in the right way “In 2006, lack of working governance mechanisms in midsize-to-large (greater than 50 services) post-pilot SOA projects will be the most common reason for project failure (0.8 probability)” Massimo Pezzini, Gartner

Governance is Key to Delivering on SOA by Design Business Strategy Business Strategy Business Plan Ensure Delivery With Low Risk & Control Supporting SOA Strategy Supporting SOA Roadmap Governance with SOA Governance with SOA IT Governance IT Governance

Policy Creation, Communication & Enforcement Enterprise Architects Governance Committee Executives Developers Architects Administrators IT Managers Business Analysts Communicate Policies Create Manage Monitor & Enforce Issues: Decision Rights Input Rights

6 Steps to Successful SOA Governance Define Goals and Strategies Standards, Policies, Processes & Organization Refine and Go to the Next Level SOA Maturity Model These 6 steps allow a company to incrementally develop and mature their overall SOA and thus business goals Define Metrics Analyze and Improve Existing Processes Put Governance Mechanisms in Place

The Hartford’s SOA Governance Strategy Level 1 “Do No Harm” (2004) Project Scoring for learning purposes only (2004) Level 2 Score all “architecturally significant” projects (2005) Effective governance processes (2005/2006) All services must be WS-I compliant, must have “contract ID” in SOAP header (2006) Level 3 Business Services Catalog process & tools Services, Standards committee standards included in project assessments

Summary SOA is not an ends in itself, it is a means to achieve business goals Without an SOA roadmap and strategy, you cannot know where you are going SOA roadmap (maturity model) must be incremental, not big bang 3 SOA strategies: process-driven, services-driven, project-driven

Summary (cont) Just as IT needs IT governance, SOA requires service governance to grow 6 step SOA governance strategy can mature with your organization Think strategically, act tactically!!!

Thank You Q&A Benjamin Moreland The Hartford Financial Services Group Director, Foundation Services, Enterprise Architecture Group Find me on: https://www.linkedin.com