1. 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

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

3. Copyright
Copyright (c) The Open Group. All rights reserved. This material ("Material") may not be used, copied, distributed, modified, or shown, except under license from The Open Group. Open Group member organizations are hereby granted a non-exclusive license to use, copy, distribute and show the unmodified material for any purpose, for so long as they are current, paid-up members of The Open Group. Others may use, copy, distribute and show the unmodified material free of charge for non-commercial use. That will usually mean using it inside the organization, and not for commercial exploitation. To use the material for commercial purposes, an organization must apply to The Open Group for a Commercial License. Any modification to the original Material, or any document that contains any portion of the Material shall constitute a derivative work. Anyone may create such derivative works and shall retain all right, title and interest in the changes or additions it makes to the Material, but nothing herein shall be deemed to transfer any right, title or interest in the Material. Furthermore, any derivative work shall always fully acknowledge the right, title and interest of The Open Group in the original Material (together with any contributor acknowledgements), and shall not claim or imply that any derivative work is the official Material. For the avoidance of doubt, creating a derivative work for commercial use shall constitute commercial use of the Material.
Implementing SOA

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

33. 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

34. 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

35. 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 ,
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

36. 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 ( ) 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 ( ) 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

37. 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

38. 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

39. Potential SOA Milestones RoadmapEA
‘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

40. 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

41. Questions please ?
Implementing SOA