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Independent Insight for Service Oriented Practice
www.cbdiforum.com
SOA Roadmap: Policies for Practical Implementation David Sprott
© 2006 CBDI Forum Ltd2
Agenda
Roadmap Concepts SOA Opportunity Understanding SOA Value SOA Governance Value patterns for different maturity levels Evolutionary approach to:
Strategy & policy Reference Architecture
Summary
© 2006 CBDI Forum Ltd3
Common SOA Roadmap Mistakes
Tactical, LOB based Technology driven maturity models Focus on types of services
(initial, architected, collaborative, measured . . . ) Architecture left until Level 5 Project ROI driven
© 2006 CBDI Forum Ltd4
SOA Roadmap CSFs
Business value driven Meld strategic and tactical view
Long and short term Direct and indirect
Capability based maturity model Spans all roles and responsibilities
business, technology, architecture, life cycle process,
organization Evolving architectural focus Supports appropriate collaboration
Early Learning
Integration
Reengineering
Cultural Integration
Vision
© 2006 CBDI Forum Ltd5
What Needs to be Done? What Capabilities?
Trust
Semantics
Who does what?
Common service infrastructure
SDLC
Joined up processes
© 2006 CBDI Forum Ltd6
SOA Opportunity and Vision
Opportunity RelativePriority
Standardization – facilitating standardization of many aspects of government including security, semantics, utility services and business process components such as case handling
High
Shared Services – removing duplication and inconsistency within and between sectoral “silos” of public services – delivering both cost reduction and process improvement
Medium
Service-Based Procurement – outsourcing appropriate operations in an efficient and flexible way to a healthy ecosystem of competing service providers.
High
Process Improvement - enabling a fundamental upgrade in process design
High
Joined-up Delivery – orchestrating complex services across multiple organizations (including public and private)
High
Government Transformation – introducing greater flexibility into the way the public sector is organized as well as the capability to utilize that flexibility for rapid response to continuous change
High
Citizen-Centric Services – providing consolidated departmental perspective to support citizen’s based processes
Very High
© 2006 CBDI Forum Ltd7
Shared Services
Apply for parole
Citizen Portal
Apply for student loan
Apply for creche
Apply for student place
Student Portal
Justice Sector Education Sector
Social Services
UniversityUniversityUniversityClearing Finance
Education Service Bus
Resource Service
Student
Resource Service
CitizenResource Service
ApplicationResource Service
Place
Resource Service
Creche Place
Resource Service
Univ Place
Resource Service
Parole
Resource Service
Univ ApplicationResource Service
Prisoner
Government Service Bus
Resource Service
AllocationResource Service
Identity
© 2006 CBDI Forum Ltd8
Shared Services require some Shared Architecture
Business Outcome & Goals
Business Process
Business Semantics
Message Format
Status (manageability)
Protocols
Business interoperability requires shared understanding and alignment of
Business Obligations
Security
Services
SOA requires shared understanding and alignment of
© 2006 CBDI Forum Ltd9
Public Sector Collaboration
Business Outcome & Goals
Business Process
Business Semantics
Message Format
Status (manageability)
Protocols
Business interoperability requires shared understanding and alignment of
Business Obligations
Security
Services
SOA requires shared understanding and alignment of
D1 D2 D3 D4
© 2006 CBDI Forum Ltd10
Core SOA Characteristics
Abstraction
Virtualization of Who, What and Where
Consuming Solutions
Functional Capabilities/Resources
Functional standardization
Reuse to reduce cost and deliver consistency across
different solutions
Y Z
B
CapabilityA
X
A
Loose CouplingEnabling rapid
Process Integration & Optimization
CapabilityB
Differentiation
Consumer (solution) flexibility using alternative and or specialize services
Differentiation
Supplier flexibilityUse alternative and
consolidated resources
C
Usage decisions
determined by Policy
Modularity
Componentization and encapsulation of
functionality
© 2006 CBDI Forum Ltd11
SOA Governance
Abstraction
Delivery of implementation independence
Consuming Solutions
Functional Capabilities/Resources
Functional standardizationUse of standard
functionality in right context
Y Z
B
CapabilityA
X
A
Loose CouplingFormality of service
specification
CapabilityB
Differentiation
Architecture for specialization
Differentiation
Testing and change management
Supplier architecture
C
Usage decisions
determined by Policy
Modularity
Component integrity
© 2006 CBDI Forum Ltd12
SOA Characteristic Outcomes Process Offering Delivery Finance
Loose coupling Minimized dependency
Minimum horizon of change H H
Rapid process integration H H H
Abstraction Multi-channel H H H H
Business facing asset H H H
Future proofed H
Scalable M
Standardization Reuse H H H
Lower complexity H
Data quality H H
Policy compliance H
Process consistency H
Business rules consistency H
Differentiation Managed customization H H H
Context driven selection and behaviour for consumer and supplier
H H H H
Differentiated services H H H
Componentization Formal interface & obligations H H H
Productized functionality H H H
Encapsulated governance H H
Smaller units of reuse H H
Pluggability H H
Composability H H H
Characteristics/Outcomes mapped to Business Impact
TEMPLATE – GENERALIZED CELL
CONTENTS SUBJECT TO COMPLETION
© 2006 CBDI Forum Ltd13
SOA Characteristics enable Patterns/Strategy
Pattern/Strategy Characteristics
Real time service behavior Provides real time process execution and data
Standardized Service Standardized specification (industry, ecosystem)
Standardized semantics Alignment with enterprise, ecosystem, industry taxonomies
Commodity Service Not core to business
Differentiated Service behavior One service, context sensitive behaviors
Real time mediation Rules based behavior – e.g. routing
Multi-channel Single service supporting multiple processes or channels (with loose technology coupling)
Common component service Single automation unit
Centralized integration Consolidated EAI contracts
Single service Single source of data, process consistency for enterprise
Process orchestration Basic ESB, Separation of app and process
Façade Single service aggregating many applications
Loose C
oupling
Functio
nal
Standar
dizatio
n
Consum
er
(solu
tion) f
lexi
bility
Supplier f
lexi
bility
Resourc
e
Virtual
izatio
n
© 2006 CBDI Forum Ltd14
Patterns Map to Maturity Levels
Level Pattern/Strategy
4 Cultural Integration Real time service behavior Provides real time process execution and data
4 Cultural Integration Standardized Service Standardized specification (industry, ecosystem)
4 Cultural Integration Standardized semantics Alignment with enterprise, ecosystem, industry taxonomies
3 Reengineering Commodity Service Not core to business
3 Reengineering Differentiated Service behavior One service, context sensitive behaviors
3 Reengineering Real time mediation Rules based behavior – e.g. routing
2 Integration Multi-channel Single service supporting multiple processes or channels (with loose technology coupling)
2 Integration Common component service Single automation unit
2 Integration Centralized integration Consolidated EAI contracts
1 Early Learning Single service Single source of data, process consistency for enterprise
1 Early Learning Process orchestration Basic ESB, Separation of app and process
1 Early Learning Façade Single service aggregating many applications
© 2006 CBDI Forum Ltd15
Strategic Choices by Maturity Level
Strategy or Tactic Early Learning Integration Reengineering Cultural Integration
Role Service builder Service builderService consumer
Service supplier Service consumer
Service supplier
Consumption scope LOB/Division Enterprise Process partners and ecosystem
Customers (supply chain)Suppliers
Supply scope LOB/Division Enterprise Process partners Channels, Customers, Suppliers
Planning sequence Concurrent plan & provision
LOB services in advance Enterprise services in advance
Process partners, ecosystem
Provisioning tactics Solution driven; services by opportunity
Services in advance Services as product, Services for sale
Planning scope LOB/Division Business process
Domain/Value Chain Joined up business process/value chain
Process partners, ecosystem
Source of commitment
IT CIO LOB Management Senior business management
Realization technology
Java services; Web services
Hub ESB architecture Federated ESB Infrastructure
Virtualized infrastructure
Service application strategy
Wrapping Componentization Commoditization Virtualization
Stability strategy Extensions & new versions
Context or Non core Commodity – no change allowed
Triage strategy Informal Formal – core/context split
Design style Specific Generalized, standardized Customizable
© 2006 CBDI Forum Ltd16
Conceptual
Logical
Physical
BUSINESS SERVICE
Business Type Model
Service Implementation
Model
Business Ontology
OrchestrationBusiness
Workflow ModelBusiness Event
Response ModelBusiness
Outcome ModelBusiness Rule &
Policies
TECHNICAL
Data SourceService
Deployment Model
Data(What)
People & Participants
(who)
Time(when)
Motivation(Why)
Network (Where)
Service Synchronization
Service Policies
Service Information Model
Data Model
Policy(How)
ContextBusiness
Intelligence
Business Collaboration
Model
Domain Model
Service Synchronization
Change
Management PlanBusiness Component Model
Service Implementation
Policies
Service Deployment
PoliciesQoS
ROIOwnership Model
Service
Specification
Business Capability Model
Operational Services
Function(How)
Composite Application
Service Description
Service Portfolio
Plan
Process Model
Value Chain Model
Service Dependency
Model
Implementation
View
Deployment
View
Composite Application Model
Application Workflow Model
Component Model
Service Provisioning
Policies
Service Operation Policies
Service Mediation Model
SOA Reference Architecture
Service
View
Business Ontology
Ownership Model
Business Capability Model
Acknowledgement to Zachman principles
© 2006 CBDI Forum Ltd17
Basis for Managing Architectural Maturity and Governance
Conceptual
Logical
Physical
Business Type Model
Service Implementation
Model
Business Ontology OrchestrationBusiness Workflow
ModelBusiness Event
Response ModelBusiness Outcome
ModelBusiness Rule &
Policies
Data SourceService Deployment
Model
Data(What)
People & Participants
(who)
Time(when)
Motivation(Why)
Network (Where)
Service Synchronization
Service Policies
Service Information Model
Data Model
Policy(How)
ContextBusiness Intelligence
Business Collaboration Model
Domain Model
Service Synchronization
Change
Management PlanBusiness Component Model
Service Implementation
Policies
Service Deployment Policies
QoS
ROIOwnership Model
Service
Specification
Business Capability Model
Operational Services
Function(How)
Composite Application
Service Description
Service Portfolio
Plan
Process Model
Value Chain Model
Service Dependency Model
Implementation
View
Deployment
View
Composite Application Model
Application Workflow Model
Component Model
Service Provisioning Policies
Service Operation Policies
Service Mediation Model
Service
View
Business Ontology
Ownership Model
Business Capability Model
Early Learning
Integration
Reengineering
Cultural Integration
© 2006 CBDI Forum Ltd18
Roadmap Planning
Provides framework for managing the adoption and transition to SOA Separates planning activity into dedicated streams to establish and manage Organizationally neutral, supports federated environment Facilitates communication, measurement and monitoring
Cultural Integration
Early Learning Integration Reengineering
Management
Architecture
Infrastructure
Process
Organization
Projects
Streams
© 2006 CBDI Forum Ltd19
Summary
Understanding of business value drives: Strategy Governance Policy and reference architecture
Structured approach to policy development facilitates consensus across agencies and consistent implementation
Simple roadmap structure allows disparate agencies and departments to:
Develop collaborative plan Communicate Sell Manage compliance Measure
© 2006 CBDI Forum Ltd20
CBDI on SOA Maturity and Roadmap
CBDI Roadmap sitehttp://roadmap.cbdiforum.com/
SOA Maturity Modelshttp://www.cbdiforum.com/secure/interact/2005-12/The_SOA_Maturity_Model.php
Developing the Architectural Framework for SOA - Part 6 – Transitioning to SOAhttp://www.cbdiforum.com/secure/interact/2005-11/Dev_Archi_Framework_SOA_Prt6_Transitioning_to_SOA.php
SOA Governance –from Chaos to Order – The Transformation of Enterprise Architecturehttp://www.cbdiforum.com/secure/interact/2005-11/SOA_Governance_Chaos_to_Order.php
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