1. ARCH-04 Before You Begin Your Transformation Project… Phillip Magnay Architect – Applied Technology

2. 2© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Agenda n Transformation Challenges n Product Roadmap n Transformation Assessment n Transformation Pilot n Following Through…

3. 3© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Transformation Ian S. Hayes, Clarity Consulting “Application transformation (means) making existing applications more competitive.”

4. 4© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Competitive Applications Functionality Features Architecture Technology

5. 5© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Potential Breakdowns n Competing priorities n Financial preparedness n Fear of commitment n Reactive vs. proactive n Poor planning n Got to keep the lights on

6. 6© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… The Keys to Moving Forward… Product Roadmap Transformation Assessment Transformation Pilot

7. 7© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Agenda n Transformation Challenges n Product Roadmap n Transformation Assessment n Transformation Pilot n Following Through…

8. 8© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… The Landscape Business Market Product Technology Processes People competes in by offering built from using performed by

9. 9© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… The Landscape Business Market Product Technology Processes People perform with to build to serve to further the goals of

10. 10© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Drivers and Enablers Business Market Product Technology Processes People Drive Enable

11. 11© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… A Product Roadmap in 4 StepsThe Application Business Market Product Technology Processes People Functionality Features Architecture Technology Define What… Features & Functionality Understand Why… Business Goals & Market Strategy Determine How… Technology & Architecture Decide When… Project Plans, Processes & People

12. 12© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Understand Why… Business goals & market strategy n Business plan n Market definition n Customer requirements n Competitive landscape

13. 13© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Define What… Features & functionality n Functional requirements n Business processes n Feature evolution n Map to market requirements

14. 14© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Determine How… Technology & architecture n OpenEdge™ Technology n OpenEdge Reference Architecture n Target Application Architecture n Map to Features & Functionality

15. 15© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Decide When… Project plans, processes, & people n Scope n Schedule n Budgets n Resources n Quality Management n Risk Management

16. 16© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Product Roadmap Links… Clarifies… Prioritizes… Communicates… Educates… Continuous…

17. 17© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Agenda n Transformation Challenges n Defining a Roadmap n Transformation Assessment n Transformation Pilot n Following Through…

18. 18© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… But We Have an Existing Application… Functionality Features Architecture Technology

19. 19© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… … and an Existing Business. Business Market Functionality Features Architecture Technology Processes People

20. 20© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Assessing the Legacy Application Functionality Features Architecture Technology

21. 21© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Assessing the Legacy Application Data (what?) Function (how?) Network (where?) People (who?) Time (when?) Motivation (why?) Contextual (Scope) List of important business entities List of core business processes List of business locations List of important users and user groups List of important business events List of business goals Conceptual (Business Model) Conceptual Data Model Business Process Model Business Logistics Business Workflow Business Schedule Business Plan Logical Design (System Model) Logical Data Model Application Architecture Distributed Architecture Usability Design Processing Structure Business Rules Physical Design (Technology Model) Physical Data Model Component Design Technology Architecture Presentation Layer Control Structure Rule Designs Physical Implementation (Application) Data Definitions ProgramsNetwork Architecture Security Architecture Event Scheduling Rule Specifications Deployment (Operation) DataFunctionNetworkOrganizationScheduleOperations

22. 22© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Assessing Processes & Practices

23. 23© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Assessing Skills Skill GroupCompetencyRatingObservations ResponsibilitiesArchitectExcellent Software EngineeringArchitecture Good, could be stronger in design patterns DatabaseVery good Business LogicOK User InterfaceGood Progress Technologies OpenEdge Reference Architecture Limited awareness Database Design Good Business Programming Good UI Programming Good

24. 24© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Transformation Assessment You are here! n Determine starting point in Product Roadmap n Leverage existing assets n Identify gaps in capability & capacity n Begin more detailed planning

25. 25© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Agenda n Transformation Challenges n Defining a Roadmap n Transformation Assessment n Transformation Pilot n Following Through…

26. 26© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Transformation Pilot n Select features & functionality n Target architecture n Technology adoption n “Vertical slice”

27. 27© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Select Features & Functionality

28. 28© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Users Presentation Layer Business Servicing Layer Data Access Layer Managed Data Stores Unmanaged Data Stores Enterprise Services Integration Layer OpenEdge Reference Architecture Environment Managers and Utilities Web service client Web service interface AppServer ™ Business Logic

29. 29© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Customer Database Customer Invoices Target Application Architecture Customer Service Screen Customer Data Access Object Invoice Data Access Object Customer Business Entity Invoice Business Task POS Adapter OpenEdge AppServer OpenEdge Database PDF Files WebSpeed Java™ & SonicMQ®

30. 30© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Outcomes n Demonstrable proof of concept n Skills n Standards n Methodology n Estimates n Forward planning

31. 31© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Agenda n Transformation Challenges n Defining a Roadmap n Transformation Assessment n Transformation Pilot n Following Through…

32. 32© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Following Through… n Building capability –Investing in people –Modernizing processes n Building capacity –Resource strategy n Managing risk –Planning –Project management

33. 33© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Application Transformation Approach

34. 34© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Help is Available n Business Empowerment n Technical Empowerment n Education n PSDN

35. 35© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… What it’s all about … Competitive applications! Functionality Features Architecture Technology

36. 36© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… In Summary Product Roadmap Transformation Assessment Transformation Pilot

37. 37© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Questions?

38. 38© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project… Thank you for your time!

39. 39© 2005 Progress Software Corporation ARCH-04 Before You Begin Your Transformation Project…