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SOA Case Study: A Practical Guide to SOA

SOA Case Study: A Practical Guide to SOA. Mahesh Dodani Dean, IBM School of Software Architecture. JKE Enterprise Architecture. Service Integration Maturity Model Defining and Enforcing SOA Governance Project Prioritization and Planning. Information Technology Strategy. Business Strategy.

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SOA Case Study: A Practical Guide to SOA

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  1. SOA Case Study:A Practical Guide to SOA Mahesh Dodani Dean, IBM School of Software Architecture

  2. JKE Enterprise Architecture • Service Integration Maturity Model • Defining and Enforcing SOA Governance • Project Prioritization and Planning Information TechnologyStrategy BusinessStrategy Enterprise Architecture JKE Business Architecture JKE Application Architecture • Business Architecture • Processes • Information • People • IT • Architecture • Applications • Information • Technology • Exposing Services using Indirect & Direct Patterns • Developing Service Flows • Business Component Analysis • Service-Oriented Modeling and Architecture • Identifying Areas for Improvement Transition Plan EA Governance JKE Information Architecture Business Operating Environment and IT Infrastructure • Developing Data Federation • Exposing Information Services IT Solutions JKE Infrastructure Architecture • Security Architecture • Composite Application Management JK Enterprises (JKE) Case Study

  3. CEO Commercial e-business Retail Sales Sales Credit Sales Service Service Credit Service Credit JK Enterprises Corporate Attributes • 900 Offices, 6 Countries • Corporate Headquarters (2) • 350 Customer Centers • 500 Remote Sales Offices • 6 Call Centers • 8 Data Centers • 11,000 employees • 1500 Corporate • 1000 Sales and Sales Support • ~15 per Customer Center • 150 per Call Center • 2000 in IT Corporate Overview • JK Enterprises is a premier supplier to retail channel, small business channel, and corporate customers • Founded in 1935, now a well liked brand image • High-touch approach to our customers • Customers of all types can interact with us in a way that suits their individual needs • Best service at the lowest cost • Now with customer centers around the world • Acquired Jensen Incorporated in 2000, which strengthened our corporate customer base • Corporate customers are true business partners Line of Business Organization

  4. CEO CTO Project Management LOBs CIO Risk, Security, Compliance VP Development VP IT Operations Development Release Engineering Process Improvement Service Support Service Delivery Solution Deployment Infrastructure JK Enterprises Key Initiatives • Grow organically and leverage our size • 100,000 new customers this year • Increase cross-sell ratio to over 2.0 in 24 months • Multi channel integration • Access any service from any channel with consistent experience • Then move customers toward lower cost channels • Business transformation and optimization • Optimize then grow - organization and processes • Remove redundancies - centralized shared services • Shift our focus to strategic functions - outsource high cost tactical business functions, invest in the rest • Control access to information to ensure appropriate security Envisioned Future State • The most profitable high-touch company in the industry • Aggressive growth with minimal risk • Optimized responsive corporate organization • A company that leverages it’s strategic investments • Best Web Site in the industry • Expert Sales force • Global CRM • Sales Focused Call Centers Future Organization

  5. Agenda • Enterprise Architecture • SOA Business Architecture • SOA IT Architecture • Application Architecture • Information Architecture • Infrastructure Architecture • Getting Started

  6. Enterprise Architecture: Assess SOA Readiness and Maturity SOA Governance Business Component Design << Input from Business Analysis >> Plan Define Enable Measure Determine the Governance Focus Define the SOA Governance Model Implement the SOA Governance Model Refine the SOA Governance Model SOMA SIMM SGMM JK Enterprise Projects <<Output to SOA Implementation >> SOA Design: Service Identification Service Specification Service Realization Service Implementation SOA Development/Deployment: Developing/creating Services Developing Information Services Developing User Interaction and Collaboration Services Developing Business Process Services SOA Management: Service Infrastructure Considerations (Performance, Security, Virtualization) SOA and Enterprise Architecture: Best Practices Transition Planning Governance Enterprise Architecture Models JK Enterprises Project Prioritization & Planning

  7. Business Process Integration Componentized Business offers Services Business Service Decomposition Dynamically Re-Configurable Services Composite Services Virtualized Services Isolated Business Line Driven Business Process Integration Componentized Business Componentized Business offers Services Processes Through Service Composition Geographically Independent Service Centers Mix and Match Business and Location Capabilities Silo Services Integrated Componentized Business Application Specific Skills IT Transformation IT Governance IT Governance Emerging SOA Governance SOA and IT Governance Alignment SOA and IT Governance Alignment SOA and IT Infrastructure Governance Alignment Governance through Policy Define & Enforce SOA Governance Organization Move to SOA-based Design Methodology Structured Analysis & Design Object Oriented Modeling Object Oriented Modeling Component Based Development Service Oriented Modeling Service Oriented Modeling Service Oriented Modeling Service Oriented Modeling Business Grammar Oriented Modeling Methods Process Choreography Assembly Modules Objects Components Components Services Process Integration via Services Process Integration via Services Process Integration via Services Dynamic Application Assembly Applications Focus on SOA Foundation Monolithic Architecture Layered Architecture Component Architecture Component Architecture Emerging SOA SOA SOA Grid Enabled SOA Dynamically Reconfigurable Architecture Architecture Deploy Common Information Services LOB or Enterprise Specific Application Specific LOB or Enterprise Specific Canonical Models Information As a Service Information As a Service Enterprise Data Dictionary and Repository Virtualized Data Services Semantic Data Vocabularies Information LOB Platform Specific Enterprise Standards Enterprise Standards Common Reusable Infrastructure Project-based SOA Environment Virtual SOA Environment Dynamic Sense & Respond Common SOA Environment Common SOA Environment SOA Infrastructure Standard Infrastructure Level 1 Level 2 Level 3 Level 4 Level 5 Level 6 Level 7 Service Integration Maturity Model (SIMM) – Next Steps

  8. Identify SOA Business and IT Principles Determine Existing Governance Structure Implement Tools and Infrastructure Refine Operational Environment Tailor SGMM Define CoE Structure Create Project Proposal Create the SOA Governance Framework Roles Processes Policies Metrics Quality Gates SOA GovernanceDefining SOA Governance at JK Enterprises Execute the “JKE SOA Governance Project”

  9. SOA GovernanceEnforcing Governance at JK Enterprises Service Design and Development Define Goverance Policy Implement Policies Service Reuse Architectural Compliance Access Method Rational Method Composer WebSphere Integration Developer WebSphere Service Registry and Repository Governance Policy and Best Practices Review Service Lifecycle Enforce Policies WebSphere Business Modeler Service Reuse Architectural Compliance Service Management WebSphere Service Registry and Repository SOA Design Review Tivoli Composite Application Manager for SOA Tivoli Change and Configuration Mgmt DB Business Requirements Traceability Rational Requisite Pro

  10. Agenda • Enterprise Architecture • SOA Business Architecture • SOA IT Architecture • Application Architecture • Information Architecture • Infrastructure Architecture • Getting Started

  11. Target Competency: Base Competitive Differentiated Investment Review Contribution Cost (H, M, or L) ‘Hot’ Component Business Administration New Business Development Relationship Management Servicing & Sales Product Fulfillment Financial Control and Accounting M M M M M M L M L M H M M M M M M M L M M L M H M M L M M L L L L L L L L L L L L L L L L L L L L L Business Planning Sector Planning Directing Account Planning Sales Planning Fulfillment Planning Portfolio Planning H M M M Sector Management Relationship Management Sales Management Fulfillment Monitoring Compliance Controlling Business Unit Tracking Reconciliation Product Management Credit Assessment Staff Appraisals H H H H H M Product Directory Credit Administration Sales Product Fulfillment Customer Accounts Executing Account Administration Product Administration Marketing Campaigns Customer Service Document Management Purchasing General Ledger Collections Branch/Store Operations Business AnalysisIdentifying Business Components

  12. Target Competency: Base Competitive Differentiated Investment Review Contribution Cost (H, M, or L) ‘Hot’ Component Business Administration New Business Development Relationship Management Servicing & Sales Product Fulfillment Financial Control and Accounting M M L M M M M L H M M M L M M L M X M M M M M M L M M H M L L L L L L L L L L L L L L L L L L L L L Business Planning Sector Planning Directing Account Planning Sales Planning Fulfillment Planning Portfolio Planning H M M M Sector Management Relationship Management Sales Management Fulfillment Monitoring Compliance Controlling Business Unit Tracking Revenue / Profit improvement opportunity Reconciliation Product Management Credit Assessment Staff Appraisals M H H H H H Product Directory Credit Administration Sales Product Fulfillment Customer Accounts Executing Account Administration Product Administration Marketing Campaigns Customer Service Document Management Purchasing General Ledger Collections Branch/Store Operations Cost control opportunity Cost control opportunity Cost control opportunity Business AnalysisIdentifying Business Components

  13. Target Competency: Base Competitive Differentiated Investment Review Contribution Cost (H, M, or L) ‘Hot’ Component • Negotiate volume discounts based on combined volume of all departments • Decrease negotiated cost of automated credit report by 20% • Automate 75% of credit report retrievals • Implement consistent business rules to improve risk management • Decrease number of credit report retrievals by 10% Business Administration New Business Development Relationship Management Servicing & Sales Product Fulfillment Financial Control and Accounting X X M L M M H M M M M M M M M M M M M L M M L L M L M M H L L L L L L L L L L L L L L L L L L L L L Business Planning Sector Planning • Develop optimized cross-channel account application process • Increase cross-sell ratio to 2.0 • Add 500 new corporate customers • Improve STP of applications by 35% • Reduce call center calls from sales force and offices by 30% Directing Account Planning Sales Planning Fulfillment Planning Portfolio Planning H X M M Sector Management Relationship Management Sales Management Fulfillment Monitoring Compliance Controlling Business Unit Tracking Reconciliation Product Management Credit Assessment Staff Appraisals H M H H H H Product Directory Credit Administration Sales Product Fulfillment Customer Accounts Executing Account Administration Product Administration Marketing Campaigns Customer Service Document Management • Automate manual tasks for creating and administering accounts • Decrease cost of account activation by 50% • Decrease time to open account by 50% Purchasing General Ledger • Decrease paper processes by automation of manual tasks • Increase electronic applications by 25% Collections Branch/Store Operations Business AnalysisIdentifying Improvement Areas at JK Enterprises

  14. New Account Request Defining Solution ScopeBusiness Context Diagram Account Manager (HQ) Customer CSR (Store) Account Open Request Portal Account Requests Account Open Request eForms Decision Real-time Collaboration re: Account History Account On-Boarding Forms Account Owner (HQ) Account History Credit Scoring Partner

  15. JK Enterprises Process Decomposition Service Design via SOMA Service Identification Domain Decomposition Goal Service Modeling Existing Asset Analysis • Techniques: • Process Modeling Tools • Design of KPIs/Metrics • Services Identified • Open Account • Account Activation • Account Verification • Techniques • Requirements Planning Tools • Design of KPIs/Metrics • Services Identified • Determine Applicant Eligibility • Address Verification • Techniques • Asset Analysis Tools • Interviews/Documentation • Services Identified • Account Inquiry (CICS 2.2) • AR Setup (CICS 2.2) • Account Setup (CICS 3.1) • Create Account (SAP)

  16. Service SpecificationApplying The Service Litmus Test AR Setup • Candidate Service Name: • Business Alignment: • Is the service business relevant? • Is funding available for service development and management? • Is the service sharable? • Composability • Is the service consistent with NFRs at the composite level? • Is service stateless? • Is the service self-contained? (Are there dependencies?) • Is the service technology neutral? • Externalized Service Description • Is there an externalized service description e.g. WSDL? • Can the service be discovered and bound via the service description? • Does the description contain meta-data about itself? • Redundancy Elimination • Can the service be applied to all processes where its function is required? YES YES (Governance Board) YES YES - As per current requirements YES YES –No Dependencies Implementation is CICS 2.x - technology neutral NO - done as part of service creation Following service creation Following service creation YES

  17. SOMA Service Specification Defining the “Account Receivable (AR) Setup” Service Building the Service Message Model Designing the Service Components Rational Software Architect

  18. Sales Application Central Office Sales Application Regional Office Consumers Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry AR Setup Account Setup Create Account Determine Eligibility Address Verification Indirect exposure Indirect exposure Direct exposure Indirect exposure Create from scratch Third-party reuse Service Components Message Flow J2C SCA EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Service SpecificationService Model for “Account Activation”

  19. Sales Application Central Office Sales Application Regional Office Consumers Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry AR Setup Account Setup Create Account Determine Eligibility Address Verification Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse Service Components Message Flow J2C SCA EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) SOMA Service RealizationDesigning the implementation for the “AR Setup” Service • Architectural Considerations • Implementation is CICS 2.2 • WebSphere MQ on mainframe • Security requirements (RACF) • Alternatives • ESB Integration • Custom EJB Development • J2C Adapter • Application-level messaging • Architectural Decisions • ESB Integration • Security requirements • Availability requirements • Message augmentation/transformation • Support for both synchronous and asynchronous interactions • Compensatory service need to be designed and deployed

  20. Agenda • Enterprise Architecture • SOA Business Architecture • SOA IT Architecture • Application Architecture • Information Architecture • Infrastructure Architecture • Getting Started

  21. The End-to-end Account Opening Solution People Internet/ Intranet Portal Information Account History Service Account Info Service Account History Account Info Customer Customer Orders Customer Customer Account Account Opening Service Account Status Customer Application Customer Application Account Open Process Process Check Application Credit Policy Create Account Receive Request Confirm Account

  22. Developing the Process ModelCompleting the “Account Open” Process Model Design and Simulation of the “Account Open” Business Process Model Collaborative Development of the “Account Open” Business Process Model WebSphere Business Modeler WebSphere Business Modeler Publishing Server

  23. Sales Application Central Office Sales Application Regional Office Consumers Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry AR Setup Account Setup Create Account Determine Eligibility Address Verification Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse Service Components Message Flow J2C SCA EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Application Architecture“Account Setup” Service (Billing System) Service Creation With CICS TX 3.1 Direct Exposure CICS 3.1 WebSphere Developer for System z

  24. Sales Application Central Office Sales Application Regional Office Consumers Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry AR Setup Account Setup Create Account Determine Eligibility Address Verification Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse Service Components Message Flow J2C SCA EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Application Architecture“Account Inquiry” Service (Customer Management) Adapter Development Indirect Exposure J2C Adapter to CICS WebSphere Integration Developer

  25. Sales Application Central Office Sales Application Regional Office Consumers Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry AR Setup Account Setup Create Account Determine Eligibility Address Verification Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse Service Components Message Flow J2C SCA EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Application Architecture“Create Account” Service (SAP) Developing The SAP Adapter Instance Selecting BAPIs For Adapter Operations Setting SAP Adapter Properties Indirect Exposure to SAP WebSphere Adapter for SAP Software

  26. Service ReuseIntegration with the Service Registry Browsing for Services with the Eclipse Interface Browsing for Services and Publishing Services with the Web Interface WebSphere Service Registry and Repository

  27. Sales Application Central Office Sales Application Regional Office Consumers Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry AR Setup Account Setup Create Account Determine Eligibility Address Verification Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse Service Components Message Flow J2C SCA EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Application ArchitectureDeveloping Basic and Composite Service Flows Develop Service Flows for “Determine Eligibility” and “Account Activation” Services WebSphere Integration Developer

  28. Information ArchitectureData Federation, XML Retrieval and Data Cleansing Services Operational DB ACCOUNT DB2 Database CUSTACC Table: INFORMIX ACCOUNT Table: JKE CUACCOUNT id: Informix DW: ibmpassword Instance: DB2 id: administrator pw: ibmpassword INFORMIX Server Name:ol_plstew INFORMIX DB2 Federation Server Building Account Application Data Cleansing Service Building Native XML Retrieval Services Building Federation Services WebSphere Federation Server WebSphere Quality Stage DB2 v9 Viper

  29. Information ArchitectureExposing Information Services Registering Information Services IBM Information Server

  30. Sales Application Central Office Sales Application Regional Office Consumers Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry AR Setup Account Setup Create Account Determine Eligibility Address Verification Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse Service Components Message Flow J2C SCA EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Process Design and DeploymentAssembly and Deploy “Account Open” WS-BPEL Implementation Wiring the Components for the “Account Open” Process WS-BPEL Process Implementation WebSphere Integration Developer

  31. Process Monitoring and ManagementBuilding BPM Monitoring Components and Dashboards Building Components to Monitor Account Opening Duration Monitoring Credit Risk WebSphere Business Monitor WebSphere Dashboard Framework

  32. Building User Interaction Services Developing and Deploying the “New Account” Application Building Role-Specific Portlets and Dashboards Lotus Forms WebSphere Dashboard Framework WebSphere Portal

  33. Deploying the Solution ArchitectureImplementation Topology for JK Enterprises WebSphere Process Server WebSphere Service Registry and Repository Account Open Process SAP Create Account SAP Adapter SOAP/JMS CICS Adapter CICS 2.x Account Inquiry WebSphere Message Broker WebSphere Enterprise Service Bus Account Activation AR Setup Direct Call SOAP/ HTTP CICS 3.1 Account Setup SOAP/ HTTP WebSphere Application Server Determine Eligibility DataPower XS40 Appliance IBM Information Server SOAP/ HTTPS Address Verification Service (external)

  34. JK Enterprises Security Architecture Business Security Services Security Policy Infrastructure WebSphere Service Registry and Repository Customer Information System Proxy/Intermediary Customer Portal WebSphere Portal Server Firewall Firewall Other Applications Billing System WebSphere Process Server Credit Report Agency DataPower XS40 ESB SAP Tivoli Federated Identity Manager Tivoli Access Manager IBM Directory Server IT Security Services Policy Enforcement

  35. Infrastructure ArchitectureComposite Application Management Monitoring Account Opening Performance and Availability Configuring Service Management Agents Tivoli Composite Application Manager for SOA Tivoli Enterprise Portal

  36. Agenda • Enterprise Architecture • SOA Business Architecture • SOA IT Architecture • Application Architecture • Information Architecture • Infrastructure Architecture • Getting Started

  37. SOA Adoption: Tactical and Strategic Action Combined SOA Goal • Market return through transformation: quicker time to production, lower costs, competitive differentiation Market Return through Transformation Strategic Vision Revenue and Profit Incremental Adoption Time Two Primary Roadmap Perspectives • Strategic VisionBusiness and IT statement of direction which can be used as a guideline for decision making, organizational buy-in, standards adoption • Project PlansImplementation projects to meet immediate needs of the current business drivers

  38. Why IBM for SOA? IBM understands service orientation and your business Expertise in aligning business and IT processes • 7500+ certified SOA consultants, architects, IT specialists • Dozens of SOA-enabled business solutions Skills Thriving ecosystem of partners (ISVs, SIs, Resellers) • 2500+ partners in SOA community • 3500+ assets in SOA Business Catalog Partners • Extensive Industry experience and best practices • Over 4000 customers worldwide • SOA Entry Points, SOA Reference Architecture, SIMM Know-how & best practices Unmatched breadth and depth of products • Over $1B/yr invested in SOA • Leadership in open standards & 300+ SOA-related patents Infrastructure Leadership in Governance & Service Lifecycle Management • IBM SOA Governance & Management Method that spans the services lifecycle Governance

  39. Let's Go! Build on SOA Successes for Greater Business Value • Continue to discover the value of SOA • Not just doing the same thing a different way • SOA is not just about technology, but technology’s integration with business insight • Get Assessed! SOA Self AssessmentOn-line at ibm.com/soa/assessment • Evaluate and select a SOA project • Arrange for a SOA Workshop to begin your SOA journey • "...IBM is the leader in the development of SOA intellectual property.... with firm-wide SOA investment of $1 billion, IBM will leverage cutting-edge R&D, leading to quicker SOA value and reusable SOA assets for clients." The Forrester Wave™ North American SOA Integration, Q3 2006, September 2006

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