2nd SOA for E-Government Conference: Welcome and Conference Overview

1. 2nd SOA for E-Government Conference: Welcome and Conference Overview Rick Tucker, MITRE Host, and Greg Lomow, Bearing Point, and Brand Niemann, US EPA, Co-Chairs October 30-31, 2006

2. Welcome and Logistics • Restrooms: • Just outside both the front and back of the Auditorium. • Audience Participation: • Please Use Microphone and Face the Video Camera. • Telecon: • Phone numbers and pass codes are in the Wiki page. • Please put your calls on Mute, but not Hold because some systems introduce disruptive music.

3. Welcome and Logistics • Shared Screen Support: • New Feature provided by MITRE. • Security: • MITRE escort required outside the conference area. • You must turn in your badge when leaving the building. • Breaks and Lunch: • Atrium and MITRE Cafeteria, respectively.

4. Acknowledgements • The MITRE Corporation for hosting: • Rick Tucker and the Conference Support Staff. • The Architecture & Infrastructure and Best Practices Committees: • Especially Susan Turnbull, George Thomas, George Strawn, and Hord Tipton for their support. • The Planning Committee: • Ali Arsanjani, Cory Casanave, Joe Chiusano, Lois Fairclough, Marc Halley, Greg Lomow, Chuck Mosher, Brand Niemann, Ron Schmelzer, and Rick Tucker.

5. Acknowledgements • Presentors, Panelists, Tutorials, and Exhibitors: • 26, 9, 2, and 25, respectively! • Breakout Session Chair and Networking Exhibit: • IAC SOA Committee • Attendees: • For participating and sharing your valuable time and thoughts for the improvement of our CoP and its activities.

6. Acknowledgements • IAC SOA Committee: • Chair: Greg Hauser, Webworld Technologies • Administrative Officer: Debbie Brown, Sun Microsystems • Education Group, Bob Brogan, BEA • Cultural Group, Pat Heinig, PPC • Technical Group, John Smith, Ventera • Roles in 2nd SOA for E-Government Conference: • Exhibitor - Final SOA Survey released. • Chair Breakout Session and Judge Best Presentation.

7. The Federal Enterprise Architecture • The Planning Committee invited Dick Burk, OMB Chief Architect and Manager, Federal Enterprise Architecture Program (he is involved in the ACT/IAC Executive Leadership Conference this week), but he spoke recently at: • FEA Technical Exchange Meeting, September 7th, at MITRE. • http://colab.cim3.net/cgi-bin/wiki.pl?FirstFEATEM • 2006 Federal IT Summit, October 4th, at the FDIC Center. • http://colab.cim3.net/cgi-bin/wiki.pl?FederalITSummit_2006_10_04 • Chief Architects Forum Quarterly Meeting, October 11th, at the USDA Graduate School. • http://colab.cim3.net/cgi-bin/wiki.pl?ChiefArchitectsForum/Meeting_2006_10_11

8. The Federal Enterprise Architecture • Dick Burk, OMB Chief Architect and Manager, Federal Enterprise Architecture Program recently spoke about: • The Federal Transition Framework (FTF). • Beyond the Reference Models. • Solving Business Problems Using Enterprise Architecture: • Recommended Reading – Enterprise Architecture as Strategy by Jeanne Ross, Peter Weill, and David Robertson, Harvard Business School Press, 2006, 234 pp. (see next slide)

9. Enterprise Architecture as Strategy • “When it comes to successful execution of your strategy, your operating model may matter far more than your strategy itself.” • Research shows that organizations follow a consistent pattern the authors call the “Four Stages of Architecture Maturity”: • Business Silos • Standardize Technology • Optimized Core • Business Modularity • The Fifth Stage of Architecture Maturity: • Dynamic Venturing (partnering) Source: Enterprise Architecture as Strategy by Jeanne Ross, Peter Weill, and David Robertson, Harvard Business School Press, 2006, 234 pp.

10. The FEA and SOA • The FEA focuses on the OMB budget process and project management while SOA is the actual modeling of complex IT and governance environments like GSA is doing for the Financial Management Line of Business (LoB). • Both are needed and can be complimentary and the SOA CoP is about “dynamic partnering” in support of the Lines of Business (LoB), the new Federal Transition Framework (FTF), and the new Data Reference Model 2.0 Management Strategy (see next slide).

11. Metamodels This metamodel for DRM 2.0 could… This “publish catalog” could lead to… become services layers in a SOA. the “publish”, “find”, & “bind” of a SOA.

12. The SOA CoP • A joint project of the Architecture & Infrastructure Committee (Governance and Services Subcommittees) and of the Best Practices Committee (Semantic Interoperability CoP). • Developing a SOA Interoperability Specification and LoB Demonstration. • Participating in an IAC-sponsored survey of the IT community on the culture, education, and technology aspects of SOA.

13. Some Recent Events • August 24, 2006, IAC SOA Committee Meeting: • SOA Community of Practice and the 2nd Conference: • http://colab.cim3.net/file/work/SOACoP/SOACoPIAC08242006.ppt • September 11-13, 2006, 6th Enterprise Architecture Conference & Exhibition: • Track 3: Implementation Strategies, Results, and Experience: • September 12, 2006, 10:15AM - 11:30PM, Session 3-4: Best Practices for Driving SOA Adoption With EA Programs • http://events.fcw.com/events/2006/ea/downloads/EA06_3-4_Niemann.pdf • September 13th, Special Meeting of the Best Practices Committee - 1-2:30 p.m. (free): • Theme: Networking EA and the BPC’s CoPs • Atrium Ballroom B, Reagan International Trade Center (Federal Triangle Metro Station).

14. Why SOA is Hot in the Federal Government? • Question from Gene Leganza, Vice President, Research, Forrester Research, October 26, 2006, and my answers: • 1. The Enterprise Architects in the Federal Government are talking about SOA (governance) in all their meetings (Architecture & Infrastructure Committee, Chief Architects Forum, Architecture Plus Seminars, IAC EA SIG, etc.) • 2. SOA is being "converged/equated" with EA (e.g. Sam Ceccola's keynote at the Open Group's EA Practitioners Conference, October 24th. (Breakout Session Panel, October 31st, 8:30 a.m.)

15. Why SOA is Hot in the Federal Government? • Question from Gene Leganza, Vice President, Research, Forrester Research, October 26, 2006, and my answers (continued): • 3. Someone in the SOA CoP suggested recently the saying "a rising tide (SOA) lifts all boats (agencies and vendors)." • 4. It is the way to realize real EA benefits (e.g. the 5th Stage of EA Maturity: Dynamic Partnering in the Jeanne Ross, et al “Enterprise Architecture as Strategy” book (pages 182-186) (recall slide 9). • 5. David Linthicum's recent quote: "I do think some of the more spectacular SOA successes will come from the government side.“ (Closing Keynote on October 31st).

16. The SOA CoP • Collaborating with OASIS to use their SOA-RM v1.0 and with OMG to participate in OMG SOA Days in Washington, DC, December 4th. • In the news - FCW, September 11, 2006: “How to build a better service-oriented architecture”, page 34. • See http://www.fcw.com/article95978-09-11-06-Print • Partnering with other SOA organizations and conferences to compile best practice case studies (e.g. Cutter Consortium/VivoMind Intelligence, International Quality and Productivity Center, etc. – see next slide).

17. SOA Best Practice Case Studies • 5th Semantic Interoperability for E-Government Conference, October 10-11th: • Arun Majumdar, Cutter Consortium/VivoMind Intelligence, Operationalizing SOA: Lessons Learned. • http://colab.cim3.net/cgi-bin/wiki.pl?FifthSemanticInteroperabilityforEGovernmentConference_2006_10_1011#nid38B7 • Service Oriented Architecture (SOA) & Web Services Conference, International Quality & Productivity Center, October 16-18th, Atlanta, GA: • Strategies for Governing the Implementation of SOA, Increasing Business Agility and Reducing IT Integration Costs. • http://colab.cim3.net/cgi-bin/wiki.pl?SOAandWebServices_2006_10_18

18. SOA Best Practice Case Studies • Standards-Based Best Practices & EA: Dr. Linda Ibrahim, FAA & Ms. Diane Reeves, DOI, at the 2006 Federal IT Summit: • Also Co-chairs of the Enterprise Process Improvement CoP in the Best Practice Committee. • http://colab.cim3.net/cgi-bin/wiki.pl?SOAandWebServices_2006_10_18 • OASIS SOA-RM v1.0: • Ontology: Service Oriented Architecture Reference Model: An Informal SOA Ontology", Frank McCabe, July 25, 2006: • http://ontolog.cim3.net/file/resource/workshop/jul-2006/soa2006-07.ppt • Example of Platform Building: Duane Nickull, XML@Boeing 2006, November 9, 2006: • http://www.ecnw.org/BoeingXMLconf/Boeing_xml_conference_2006.html

19. Semantic SOA • Semantic Service Oriented Architecture (SSOA): • SICoP: • Public Meeting (September 14, 2005): Semantic Interoperability Architecture Pilots, Rex Brooks and Team (Event Ontology) • 4th SIEGOV Conference: Best Co-Papers: Elisa Kendall, Sandpiper, Sam Chance, US Navy, and Michael Seebold, Concurrent Technologies Corporation: • Enables dynamic discovery of new services as they become available and provides resources for enabling semantic descriptions of those services. • 5th SIEGOV Conference: Arun Majumdar, Cutter Consortium, Operationalizing SOA: Lessons Learned. • SOA CoP: • 2nd Conference: Track 4: SOA and Metadata (Ontologies?) Being Organized by Chuck Mosher, MetaMatrix (recall slide 29) • At the 4th SIEGOV Conference: Special Recognition for Best Semantic Harmonization Tool Application to Chuck Mosher, MetaMatrix

20. SOA for E-Government Conference, October 30-31st, 2006 • Opening and Closing Keynotes: • Ron Schmelzer (ZapThink) • David Linthicum (BRIDGEWERX) (see next slide) • SOA CoP Demo: • Cory Casanave (Data Access Technologies) and Demo Participants • Panel Session: • Organizer: Ron Schmelzer (ZapThink) • Topic: SOA Lessons Learned: The Government Speaks • Networking Lunch and Exhibits/Demos (30 maximum) • Special Recognitions • Breakout Session (12): • (1) Panel on Vendor Perceptions and Implementations, (2) Governance, (3) Transition to SOA in the Government, and (4) What Are the Benefits?

21. SOA for E-Government Conference, October 30-31st, 2006 • David Linthicum, President and CEO, BRIDGEWERX, Author, and SOA Thought Leader: • Steps to Success with Service-Oriented Architecture • http://events.fcw.com/events/2006/ea/downloads/EA06_3-5_Linthicum.pdf • "US Government...SOA to the Rescue?", "I do think some of the more spectacular SOA successes will come from the government side.“ • See http://weblog.infoworld.com/realworldsoa/archives/2006/09/us_governmentso.html

22. SOA for E-Government Conference, October 30-31st, 2006 • Four Tracks: • Track 1: Real World SOA Experiences/Lessons Learned Being Organized by Ali Arsanjani (IBM) and Marc Halley (MITRE) • Track 2: SOA for Information Sharing Being Organized by Greg Lomow (BearingPoint) • Track 3: SOA and BPM, MDA, etc. Being Organized by Cory Casanave (Data Access Technologies) • Track 4: SOA and Metadata (Ontologies?) Being Organized by Chuck Mosher (MetaMatrix) • Two Half-day Tutorials: • Migration of Legacy Components to an SOA, Dennis Smith (Carnegie Mellon) • Approaches for Modeling SOAs within Existing Architecture Tools and Reference Models, Michael Allford and Kevin Brett (SRA International)

23. SOA CoP Demo • SOA for the Federal Enterprise - Across the Lines of Business (LoB). • SOA for Project Management – Across the Human Resource and Financial Management LoBs. • Try to make executable across multiple vendors for October 30-31st. • Try to address the new OASIS SOA-RM V1.0. and the new Federal Funding Accountability and Transparency Act of 2006 - S.2590 using XBRL. • Try to provide input to the new IAC EA SIG White Paper on “SOA for Managers”. • October 18-19th: Everware – CBDI Forum Summit: Practical Repeatable SOA, Washington, DC. • Also present at the December 4th, OMG SOA Days in Washington, DC.

24. SOA CoP Demo • Participants: • Booz Allen Hamilton (presenting XBRL, not showing demo) - Boyd Grant • DynAccSys - Sonia Antypas • Metamatrix - Chuck Mosher • Sun Microsystems - John Landers • Data Access Technologies - Cory Casanave • Wiki pages: • http://colab.cim3.net/cgi-bin/wiki.pl?SoaDemo • http://colab.cim3.net/cgi-bin/wiki.pl?SoaLobDemoDocs

25. Ron Schmelzer, ZapThink By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, U.S. EPA Produced in Collaboration With SOA CoP Federal CIO Council’s Semantic Interoperability Community of Practice (SICoP) Special Recognition For “Outstanding Leadership” to SOA as Founder of ZapThink and Co-Author of “Service Orient or Be Doomed!: How Service Orientation Will Change Your Business” at the First SOA for E-Government Conference, May 23-24, 2006, at The MITRE Corporation, McLean, VA.

26. Keynote Speaker: Ron Schmelzer • "This is by far the finest publication on SOA of our time. From cover to back, Service Orient or Be Doomed! strips away the layers of confusion most IT stakeholders face when confronted with enterprise architecture, and illustrates pragmatic and practical paths towards a sustainable and efficient enterprise architecture. Both the technically savvy and the bean counters will enjoy this book that speaks to the critical points they need to understand." • Duane A. Nickull Senior Standards Strategist, Adobe Systems, Inc. Chair, OASIS SOA Reference Model Technical Committee Vice chair, United Nations CEFACT (UN/CEFACT)

27. Cory Casanave, CEO/President, Data Access Technologies, Inc. By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, U.S. EPA Produced in Collaboration With SOA CoP Federal CIO Council’s Semantic Interoperability Community of Practice (SICoP) Special Recognition For “Outstanding Leadership” of the SOA Community of Practice SOA Demonstration and Specification for the First SOA for E-Government Conference, May 23-24, 2006, at The MITRE Corporation, McLean, VA.

28. Keynote Speaker: Cory Casanave • Mr. Casanave is an accomplished information technology senior executive with more than 20 years’ experience at all levels of product and application development and management. He is seasoned in researching and developing solutions, products, standards, and methods with intimate, first-hand knowledge of technology evolution as a chief decision maker. • As a key collaborator, Mr. Casanave is adept at communicating at all organizational levels, sharing and collecting insights for maximized, collective understanding of critical objectives and effective execution of plans. He is a visionary leader, adept at developing a compelling vision and sharing insights with key contributors to help organizations achieving their vision. Complementary expertise and track record in project management with hands-on development of cutting-edge products and applications. He is an excellent strategic planner with decisive ability to define processes that affect results positively. • Mr. Casanave is a member of the Board of Directors of the OMG.

29. Panel • Organizer: Ron Schmelzer (ZapThink) • Topic: SOA Lessons Learned: The Government Speaks • Panelists: • Mr. Christopher Traver (U.S. DOJ) • Dan Malks (JackBe) • Bob Brown (US Patent & Trademark Office) • See Software Smarts at http://www.fcw.com/article95978-09-11-06-Print

30. Closing Keynote: David Linthicum • David is currently CEO at integration company BRIDGEWERX. • He is a major SOA pioneer, having been a major influence along the road that has lead us to where we are today. • He has held key technology management roles with a number of organizations including CTO of both Mercator and SAGA Software. • He has authored or co-authored 10 books including, the ground-breaking and best selling “Enterprise Application Integration” released in 1998. • His last book, “Next Generation Application Integration” was a best seller and a stage-setter for many of the concepts and ideas that we have seen during this conference.

31. Special Recognitions • Best Presentation: David Linthicum (The Linthicum Group) • Best Agency SOA Application: Bob Brown (US Patent & Trademark Office) • Best Organization SOA Application: Alan Harbitter (Nortel Government Solutions) and David Webber (AC Technologies) • Best Exhibit: SOA CoP Demo Team • Best Breakout Session Presentation (s): Miko Matsumura (Infravio) and Steve Hufford (US EPA) and Phil Magrogan (Lockheed Martin) • Outstanding Contributions to the SICoP and the SOA CoP: Arun Majumdar (Cutter Consortium/VivoMind Intelligence)

32. David Linthicum (The Linthicum Group) By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, US EPA Best Practices and Architecture & Infrastructure Committees of the Federal Chief Information Officers Council SOA CoP Produced in Collaboration With Special Recognition For the Best Presentation at the 2nd SOA for E-Government Conference, October 30-31, 2006, at The MITRE Corporation, McLean, VA. Federal CIO Council’s Service-Oriented Architectures Community of Practice (SOA CoP)

33. Bob Brown (US Patent & Trademark Office) By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, US EPA Best Practices and Architecture & Infrastructure Committees of the Federal Chief Information Officers Council SOA CoP Produced in Collaboration With Special Recognition For the Best Agency SOA Application at the 2nd SOA for E-Government Conference, October 30-31, 2006, at The MITRE Corporation, McLean, VA. Federal CIO Council’s Service-Oriented Architectures Community of Practice (SOA CoP)

34. Alan Harbitter (Nortel Government Solutions) and David Webber (AC Technologies) By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, US EPA Best Practices and Architecture & Infrastructure Committees of the Federal Chief Information Officers Council SOA CoP Produced in Collaboration With Special Recognition For the Best Organization SOA Application at the 2nd SOA for E-Government Conference, October 30-31, 2006, at The MITRE Corporation, McLean, VA. Federal CIO Council’s Service-Oriented Architectures Community of Practice (SOA CoP)

35. The SOA CoP Demo Participants: Data Access Technologies (Cory Casanave and Tom Digre), Booz Allen Hamilton (Grant Boyd), DynAccSys (Sonia Antypas), Kapow (Kash Badami), MetaMatrix (Chuck Mosher), and Sun Microsystems (John Landers) By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, US EPA Best Practices and Architecture & Infrastructure Committees of the Federal Chief Information Officers Council SOA CoP Produced in Collaboration With Special Recognition For the Best Exhibit: The SOA CoP Demo at the 2nd SOA for E-Government Conference, October 30-31, 2006, at The MITRE Corporation, McLean, VA. Federal CIO Council’s Service-Oriented Architectures Community of Practice (SOA CoP)

36. Miko Matsumura (Infravio) By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, US EPA Best Practices and Architecture & Infrastructure Committees of the Federal Chief Information Officers Council SOA CoP Produced in Collaboration With Special Recognition For the Best Breakout Session Presentation at the 2nd SOA for E-Government Conference, October 30-31, 2006, at The MITRE Corporation, McLean, VA. Federal CIO Council’s Service-Oriented Architectures Community of Practice (SOA CoP)

37. Phil Magrogan (Lockheed Martin) and Steve Hufford (US EPA) By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, US EPA Best Practices and Architecture & Infrastructure Committees of the Federal Chief Information Officers Council SOA CoP Produced in Collaboration With Special Recognition For the Best Breakout Session Presentation at the 2nd SOA for E-Government Conference, October 30-31, 2006, at The MITRE Corporation, McLean, VA. Federal CIO Council’s Service-Oriented Architectures Community of Practice (SOA CoP)

38. Arun Majumdar (Cutter Consortium/VivoMind Intelligence) By SOA CoP Co-Chairs, Greg Lomow, Bearing Point & Brand Niemann, US EPA Best Practices and Architecture & Infrastructure Committees of the Federal Chief Information Officers Council SOA CoP Produced in Collaboration With Special Recognition For Outstanding Contributions to the SICoP and SOA CoP at the 2nd SOA for E-Government Conference, October 30-31, 2006, at The MITRE Corporation, McLean, VA. Federal CIO Council’s Service-Oriented Architectures Community of Practice (SOA CoP) and Semantic Interoperability Community of Practice (SICoP)