1. United States Environmental Protection Agency Office of Environmental Information Enterprise Architecture Program CIO Bi-Weekly Briefing October 31, 2007

2. 1 Agenda  EPA’s SOA strategy and next steps  How the EA Program is facilitating EPA-wide SOA implementation Today we are discussing a SOA Strategy for EPA, and how EA is facilitating EPA-wide SOA implementation Next Topic

3. 2 Last year: OMB required EPA to submit its SOA Strategy as part of the EA deliverables The OEI board of directors chartered the Web Services Working Group (WSWG) to develop a SOA implementation strategy for the EPA Phase I (delivered in December): EPA SOA Strategy document delivered to OMB EPA SOA Implementation Strategy document reviewed and rated excellent by Gartner Briefing delivered at OEI symposium Now in Phase II:  Brief OEI Board of Directors and refine strategy based on feedback  Develop OEI SOA Implementation Plan (in progress)  SOA-enable Enterprise Architecture practices Key Goals Help OEI and other EPA offices organize their work to serve their customers and their leadership more efficiently and effectively. Deliver clear business benefits for OEI and the EPA Provide actionable recommendations Pragmatic, not “pie in the sky” Align with architecture efforts underway Consistent with the Federal Enterprise Architecture OEI has developed the EPA SOA Strategy, and is now developing a more detailed SOA Implementation Strategy and Plan EPA’s SOA Strategy Overview Key Principles Services include both business processes and IT services, and can exist at all levels of the architecture Services, service components, and service level agreements (SLAs) should be defined, cataloged, and published

4. 3 The EPA has begun using SOA (examples below), but because our efforts aren’t coordinated, we are only getting limited benefit Assemble systems with modular services to save time and money… Share services across organizations to gain efficiencies… Boost satisfaction by focusing on customers’ service needs… Use new SOA Internet standards to make it easier to share services… Use SOA infrastructure to provide and manage trust- worthy services at scale… Don’t do it all yourself, use providers who specialize in the services you need… Use an agile service lifecycle, not “big bang”, to optimize business processes… Focus on services to align “big picture” and detail level decision making… CUSTOMERS DISSATISFIED? TOO HARD TO SHARE? HERDING CATS? TOO MANY SERVICES? PAYING FOR REDUNDANT WORK? WORK TOO COMPLICATED? TOO MUCH CHANGE NEEDED? TOO SLOW AND EXPENSIVE? Services... as OIC is doing with CDX Lite … as OIAA is doing by using GoogleEarth … as EA is via Segment Architectures … as the Exchange Network does … as OEI Portal services can save … as the WCF services are gaining … as SLCM can be used if agile methods and service focus are incorporated …as CDX does with its SOA infrastructure EPA’s SOA Strategy

5. 4 Easier Harder SOA FEATURESDIRECT BENEFITSBARRIERSPROVEN METHODS Service Orientation In Decision Making Enhance Value Delivered By Services Silo Orientation Education And Outreach Modular Services Used As Building Blocks Spend Less Time And Money Service Selection Service Catalogs SOA Standards And Enabling Services Do More Than You Could Before Additional Costs Early Adopters Shared Services Leverage Strengths And Efficiencies Cultural Resistance Balanced Governance Service Roadmaps Adapt And Optimize Making “In-Flight” Changes Agile Services Lifecycle The SOA strategy will help us coordinate so we can overcome barriers and get the full potential benefit of SOA Proven implementation methods are key to successful SOA implementation EPA’s SOA Strategy

6. 5 Easier Harder Features & Benefits “Light and Fast” SOA Implementation Activities Use Service Orientation To Enhance The Value Of The EPA’s Services Use Modular Services To Spend Less Time And Money Use SOA Standards And Enabling Services To Do More Use Shared Services To Leverage EPA Strengths Use Service Roadmaps To Optimize Processes And Applications Focus Decision Making on Key Services Profile Key Services to Inform Decision Making Pragmatic Education And Outreach Proactive Customer Solution Support Enterprise Service Catalog Assemble New Processes And Systems Using Modular Services Re-factor Legacy Processes And Systems Using Modular Services Re-Use Available Services “Top Down” SOA Enablement via Management Processes (e.g., Strategy, EA, CPIC, SLCM) “Bottom Up” SOA Enablement via Communities of Interest (e.g., SOA COI / WSWG, EAWG) Service Roadmaps For Key Services SOA Enablement Center Standardize Services (Flexibility vs. Maintainability) SOA Foundation Services (e.g., Enterprise Service Bus) Enabling Services (e.g. Collaboration) Agile Service Lifecycle Management SOA implementation activities focus on applying the proven methods within EPA to deliver results fast and frequently EPA’s SOA Strategy

7. 6 PROVIDER FOCUS Customer Satisfaction Stakeholder Value Services Portfolio Services Roadmap Services Financing Services Enablement Component Selection Component Sourcing Component Assembly Component Deployment Data Management Services Sustainment CUSTOMER FOCUS Service Description Value Delivered Features and Functions Performance How to Use Inputs and Outputs How to Subscribe Cost and Payment Terms and Conditions How to Get Help How to Request Changes Planned Changes DEMAND SIDESUPPLY SIDE Components Value Service Providers Customers & Stakeholders SERVICES BOARD (e.g., OEI Board of Directors) Technical Advisors Provider Advisors Customer Advisors A first step for implementing the SOA Strategy within OEI: focus OEI decision making on key services provided and consumed EPA’s SOA Strategy: Next Steps Services

8. 7 Guided by EPA Strategic Information Plan Goals and OEI Board of Director Priorities 1.Implement the SOA strategy within OEI (OEI SOA Implementation Plan) 2.Facilitate SOA implementation across the EPA (Enterprise Architecture)  Develop Service Roadmaps for Key OEI Services (OEI SOA Implementation Plan) Information Discovery and Exchange Services OEI Enterprise Tools (common enabling services) Enterprise Service Catalog Service Customer Solution Support Services Advanced Collaboration Services SOA Foundation Infrastructure Services (ESB, etc.) SOA Enablement Center Services  Develop Service Roadmaps for other Key EPA Services (Enterprise Architecture)  Identify and act on opportunities for service improvement (ongoing service focus)  SOA-Enable EPA’s “Top-Down” Management Processes (e.g., Strategy, Budget, CPIC, EA, SLCM)  Increase “Bottom-Up” collaboration in EPA’s SOA Communities of Interest (e.g., WSWG) Next steps are underway – we need executive support to prioritize and accelerate our key activities SOA Strategy Next Steps: EPA’s SOA Strategy: Next Steps Key Activities:

9. 8 Agenda  EPA’s SOA strategy and next steps  How the EA Program is facilitating EPA-wide SOA implementation Today we are discussing a SOA Strategy for EPA, and how EA is facilitating EPA-wide SOA implementation Next Topic

10. 9  Enable business transformation  Facilitate standardization  Formalize business rules  Foster new technology adoption  Increase IT agility  Support reusable services  Reduce redundancies  Coordinate IT governance  Establish new enterprise tools  Provide education and outreach EA and SOA Synergy Architecture determines the structure and approach for projects and investments that transform organizations EA SOA Implementation EA Roadmap Provides  Effective communication regarding Program direction  Defined steps and results  Clear program expectations  Evaluation criteria for performance  Techniques to promulgate best practices

11. 10 SOA can be tactically implemented within the Programs’ Segment and Solution Architectures using EPA’s EA methodology SOA Planning embedded from Strategy to Implementation EA SOA Implementation

12. 11 BUSINESS SERVICES Aligned with FEA BRM COMMON ENABLING SERVICES Aligned with FEA SRM TECHNOLOGY SERVICES Aligned with FEA TRM Applicability Specialized ServicesGeneral Purpose Services Granularity Detail “Big Picture” “BIG PICTURE” SERVICES Focus of Executives And Managers “DETAIL” SERVICES Focus of Process Analysts and Technologists EASIER TO ALIGN Good XML Web Service Candidates General Purpose Services are the Building Blocks of more Specialized Services EASIER TO SHARE AND REUSE EASIER TO TRACE VALUE AND ASSESS IMPACT OF CHANGES Authentication AuthenticateUser Identity & Access Management Grants Grants Pre-Award Processing ApplyForGrant Information Discovery Query GetGrantInfo We are working towards top-down enablement of SOA via our segment architecture approach. EA SOA Implementation

13. 12 Early adopters like OSWER’s Land Quality Management architecture show business driving service orientation in architecture. Services: EA SOA Implementation Publishing/Reporting Sampling/Analysis Information Discovery Cleanup Actions OSWER Oversight Geospatial Visualization Program Management Grants Management Emergency Management Workflow Management Tracking Community Involvement Report/Document Management Pollution Prevention and Control

14. 13 1. Architect: Target Architecture 2. Invest: IT Portfolio 3. Implement: Systems Life Cycle Management SOA naturally fits into the EA performance improvement lifecycle “Architect > Invest > Implement” with embedded changes Governance Changes 1. Target Architecture  How do we plan and track the complex dependencies between services? 2. CPIC/Budget  Do we require services to have business cases?  How to fund and meter the use of services? 3. System Life Cycle  Should we include SOA criteria into each control gate review? EA SOA Implementation

15. 14 This SOA strategy will help EPA coordinate and get the full potential benefit out of SOA We need your support to prioritize and accelerate key activities (“light and fast”):  Focus decision making on services and develop service roadmaps  Enterprise Service Catalog  Customer Solutions Support  SOA Infrastructure  “Top Down” Management Processes  “Bottom Up” Communities of Interest Process  Produce draft plan for OEI Board of Directors’ review Phase II will focus on service-oriented architectures Summary