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[object Object],[object Object],[object Object],[object Object],[object Object],Welcome   to Transformation and Innovation 2007  The Business Transformation Conference Ben Moreland Director, Foundation Services The Hartford
<Insert Picture Here> “ Specifying the decision rights and accountability framework to encourage desirable behavior in the use of IT.” Peter Weill Professor, MIT
Establish chains of responsibility  authority and communication to  empower people (decision rights) And establish measurement and  policy control mechanisms to  enable people to carry out  their roles and responsibilities Governance is about getting  people to do the right thing at  the  right time in the right way leadership and organisational structures and processes that ensure that the organisation’s IT sustains and extends the organisation’s strategies and objectives IT Governance Institute Delivery of value to the business and mitigation of risk: mitigation through accountability in the enterprise; driven by strategic alignment  Organizational structures and processes that ensure organizations IT sustains and extends the organizations strategy and objectives Not about making specific IT decisions (management does that), but rather determines which individuals and roles with the company systematically make and contribute to those decisions.
Marks of Good IT Governance With SOA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where Do You Stand? ?  SOA by Accident IT Plan Non Existent or Not Aligned with Business Plan IT Reactive to Business Initiatives No SOA Strategy No SOA Roadmap  Silos of SOA  SOA By Design IT Plans Aligned with Business Plans and Initiatives  SOA Strategy that is Communicated Widely Well-Defined Business Benefits Sought from SOA Strategy SOA Roadmap Aligned to Deliver on Business and SOA Strategy
Governance is Key to Delivering on SOA by Design Delivery With Control & Reduced  Risk Governance with SOA Business Strategy SOA Strategy SOA Roadmap Business Plan EA Strategy
Constituents of a SOA Roadmap SOA Strategy SOA Roadmap Planning Helps Avoid Duplicated Effort, Realize  SOA Benefits Earlier and Support Improved Ability to Deliver Projects to SOA Risk Identification and Mitigation  Against them Capability Development to Improve Ability to Deliver on SOA Project Leverage Services Portfolio Maximize Reuse Align with Platform Availability  SOA Requires Competence in a Range of Areas Source of Risk How to Lessen Impact Business Services Portfolio Plan Which Services, When Buy-in from Business Leverage Projects to Build Infrastructure SOA Benefits Expected Risk Profile For  Projects SOA Requires Capability Planning Prioritized Projects In Project Portfolio
  Essence of Governance with SOA Processes (How) Decisions (Who) Policies (What) ,[object Object],[object Object],[object Object],[object Object]
  Key Leverage Points for SOA Governance |  Prevalent View Financial Portfolio People Operations Projects / Service Lifecycle Technology Architecture Service Usage Fees  Service Funding Model Projects Applications Platform Funding Business Services Roles & Responsibilities Service Ownership EA Group Service & Process Owners Service Lifecycle Gov Shared Artifacts Capacity Planning Enforce Service Levels Enforce Policies Strategic SOA Platform Shared Foundation Srvcs Enforce Platform Decisions Reference Architectures Architectural Standards Blueprints & Patterns DRIVEN BY  EXECUTIVES Information Data Standards Data Quality Data Ownership
  Key Leverage Points for SOA Governance |  Full Picture Financial Portfolio People Operations Projects Technology Architecture Service Usage Fees  Service Funding Model Projects Applications Platform Funding Business Services Roles & Responsibilities Service Ownership EA Group Service & Process Owners Service Lifecycle Gov Shared Artifacts Capacity Planning Enforce Service Levels Enforce Policies Strategic SOA Platform Shared Foundation Srvcs Enforce Platform Decisions Reference Architectures Architectural Standards Blueprints & Patterns DRIVEN BY  EXECUTIVES Information Data Standards Data Quality Data Ownership
Financial  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Portfolio  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
People ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Projects ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Policies, processes and decisions must guide the projects designed to deliver on the SOA Vision
Service Lifecycle ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Proper Service Lifecycle Governance is a critical component of SOA success. Without this, you may have services and SOA technology, but you will not realize benefits of an enterprise Service Oriented Architecture
Architecture ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SOA Architecture provides the foundation to ensure consistent, shareable services
Technology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Technology must be identified, sourced and managed like any other component of SOA - It is not a one-time “fire-and-forget” decision
Operations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Operations of an SOA could be different than standard IT operations. Changes to existing, or even new policies may be needed to govern Operations for a SOA
Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Unless data quality and interoperability issues are addressed, SOA apps will rest on top of a very weak foundation.
6 Steps to Successful SOA Governance 6 1. Define Goals and Strategies 3. Define Metrics 5. Analyze and Improve Existing Processes 4. Put Governance Mechanisms in Place 2. Define  Standards, Policies, Procedures Around Financial, Portfolio, Project, Service, etc These 6 steps allow a company to incrementally develop and mature their overall SOA and thus business goals 6. Refine and Go to the Next  Level  of SOA Maturity
Goals & Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],1
Create Standards, Policies & Processes  ,[object Object],2 Policies Create Manage ,[object Object],[object Object],[object Object],[object Object],Executives Developers Architects Administrators IT Managers Business Analysts Feedback & Monitor Enterprise Architects Governance Board
Define Metrics for Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],3
Put Governance Mechanisms in Place 1. Decision, Policies, Processes 4 Blueprints & Patterns Financial Portfolio People Operations Projects Technology Architecture Service Usage Fees  Service Funding Model Projects Applications Platform Funding Business Services Roles & Responsibilities Service Ownership EA Group Service & Process Owners Service Lifecycle Gov Shared Artifacts Capacity Planning Enforce Service Levels Enforce Policies Strategic SOA Platform Shared Foundation Srvcs Enforce Platform Decisions Reference Architectures Architectural Standards DRIVEN BY  EXECUTIVES Information Data Standards Data Quality Data Ownership
Put Governance Mechanisms in Place 2. Mechanisms ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],4
<Insert Picture Here> “ It is an overkill to apply formal discipline and governance to small SOAs (consisting of 50 or fewer services).” Paolo Malinvero VP, Gartner
Analyze and Improve ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],5
Refine and Go to the Next Maturity Level  ,[object Object],[object Object],[object Object],6
 
 
The Hartford Financial Services Group, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 1: Goals & Strategies – Level 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 2: Create Standards, Policies & Processes – Level 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 3: Define Metrics – Level 1 ,[object Object],[object Object],[object Object]
Step 4: Put Governance Mechanisms in Place – Level 1 ,[object Object],[object Object],[object Object]
Step 5: Analyze and Improve – Level 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 1: Goals & Strategies – Level 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 2: Create Standards, Policies & Processes – Level 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 3: Define Metrics – Level 2 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step 4: Put Governance Mechanisms in Place – Level 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 5: Analyze and Improve – Level 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SOA Governance - Level 3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summary ,[object Object],[object Object],[object Object],[object Object],[object Object]
Thank   You Dr Mohamad Afshar Sr. Director, Product Management  Oracle Corporation Contact Information: Mohamad . afshar @oracle.com Benjamin.Moreland@ theHartford .com Ben Moreland Director, Foundation Services The Hartford

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Keys To Successful Governance with SOA

  • 1.
  • 2. <Insert Picture Here> “ Specifying the decision rights and accountability framework to encourage desirable behavior in the use of IT.” Peter Weill Professor, MIT
  • 3. Establish chains of responsibility authority and communication to empower people (decision rights) And establish measurement and policy control mechanisms to enable people to carry out their roles and responsibilities Governance is about getting people to do the right thing at the right time in the right way leadership and organisational structures and processes that ensure that the organisation’s IT sustains and extends the organisation’s strategies and objectives IT Governance Institute Delivery of value to the business and mitigation of risk: mitigation through accountability in the enterprise; driven by strategic alignment Organizational structures and processes that ensure organizations IT sustains and extends the organizations strategy and objectives Not about making specific IT decisions (management does that), but rather determines which individuals and roles with the company systematically make and contribute to those decisions.
  • 4.
  • 5. Where Do You Stand? ? SOA by Accident IT Plan Non Existent or Not Aligned with Business Plan IT Reactive to Business Initiatives No SOA Strategy No SOA Roadmap Silos of SOA SOA By Design IT Plans Aligned with Business Plans and Initiatives SOA Strategy that is Communicated Widely Well-Defined Business Benefits Sought from SOA Strategy SOA Roadmap Aligned to Deliver on Business and SOA Strategy
  • 6. Governance is Key to Delivering on SOA by Design Delivery With Control & Reduced Risk Governance with SOA Business Strategy SOA Strategy SOA Roadmap Business Plan EA Strategy
  • 7. Constituents of a SOA Roadmap SOA Strategy SOA Roadmap Planning Helps Avoid Duplicated Effort, Realize SOA Benefits Earlier and Support Improved Ability to Deliver Projects to SOA Risk Identification and Mitigation Against them Capability Development to Improve Ability to Deliver on SOA Project Leverage Services Portfolio Maximize Reuse Align with Platform Availability SOA Requires Competence in a Range of Areas Source of Risk How to Lessen Impact Business Services Portfolio Plan Which Services, When Buy-in from Business Leverage Projects to Build Infrastructure SOA Benefits Expected Risk Profile For Projects SOA Requires Capability Planning Prioritized Projects In Project Portfolio
  • 8.
  • 9. Key Leverage Points for SOA Governance | Prevalent View Financial Portfolio People Operations Projects / Service Lifecycle Technology Architecture Service Usage Fees Service Funding Model Projects Applications Platform Funding Business Services Roles & Responsibilities Service Ownership EA Group Service & Process Owners Service Lifecycle Gov Shared Artifacts Capacity Planning Enforce Service Levels Enforce Policies Strategic SOA Platform Shared Foundation Srvcs Enforce Platform Decisions Reference Architectures Architectural Standards Blueprints & Patterns DRIVEN BY EXECUTIVES Information Data Standards Data Quality Data Ownership
  • 10. Key Leverage Points for SOA Governance | Full Picture Financial Portfolio People Operations Projects Technology Architecture Service Usage Fees Service Funding Model Projects Applications Platform Funding Business Services Roles & Responsibilities Service Ownership EA Group Service & Process Owners Service Lifecycle Gov Shared Artifacts Capacity Planning Enforce Service Levels Enforce Policies Strategic SOA Platform Shared Foundation Srvcs Enforce Platform Decisions Reference Architectures Architectural Standards Blueprints & Patterns DRIVEN BY EXECUTIVES Information Data Standards Data Quality Data Ownership
  • 11.
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  • 20. 6 Steps to Successful SOA Governance 6 1. Define Goals and Strategies 3. Define Metrics 5. Analyze and Improve Existing Processes 4. Put Governance Mechanisms in Place 2. Define Standards, Policies, Procedures Around Financial, Portfolio, Project, Service, etc These 6 steps allow a company to incrementally develop and mature their overall SOA and thus business goals 6. Refine and Go to the Next Level of SOA Maturity
  • 21.
  • 22.
  • 23.
  • 24. Put Governance Mechanisms in Place 1. Decision, Policies, Processes 4 Blueprints & Patterns Financial Portfolio People Operations Projects Technology Architecture Service Usage Fees Service Funding Model Projects Applications Platform Funding Business Services Roles & Responsibilities Service Ownership EA Group Service & Process Owners Service Lifecycle Gov Shared Artifacts Capacity Planning Enforce Service Levels Enforce Policies Strategic SOA Platform Shared Foundation Srvcs Enforce Platform Decisions Reference Architectures Architectural Standards DRIVEN BY EXECUTIVES Information Data Standards Data Quality Data Ownership
  • 25.
  • 26. <Insert Picture Here> “ It is an overkill to apply formal discipline and governance to small SOAs (consisting of 50 or fewer services).” Paolo Malinvero VP, Gartner
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  • 44. Thank You Dr Mohamad Afshar Sr. Director, Product Management Oracle Corporation Contact Information: Mohamad . afshar @oracle.com Benjamin.Moreland@ theHartford .com Ben Moreland Director, Foundation Services The Hartford