Session 1547 – IT Executive Track The Generic Pension System case Las Vegas, April 7 th 2008 Har Gootzen (har.gootzen@capgemini.com) SOA Roadmap: Best Practices from Project Experiences

APG – Who we are The GPS rejuvenation program The GPS2 SOA Blueprint SOA Transformation Lessons Learned Agenda April 2008

APG – Who we are

The GPS rejuvenation program

The GPS2 SOA Blueprint

SOA Transformation

Lessons Learned

APG – Who we are Founded March 1 st 2008 Investment Management & Pension Administration 2,5 million customers Public Sector Education 2,500 employees Invested capital of € 220 billion April 2008 New York Hong Kong Heerlen Amsterdam

Founded March 1 st 2008

Investment Management & Pension Administration

2,5 million customers

Public Sector

Education

2,500 employees

Invested capital of € 220 billion

APG – Who we are The GPS Rejuvenation Program The Generic Pension System Drivers Starting Points Why SOA? Initial Approach Our Journey So Far The GPS2 SOA Blueprint SOA Transformation Lessons Learned April 2008

APG – Who we are

The GPS Rejuvenation Program

The Generic Pension System

Drivers

Starting Points

Why SOA?

Initial Approach

Our Journey So Far

The GPS2 SOA Blueprint

SOA Transformation

Lessons Learned

The Generic Pension System Over 2.5 million clients In development since early nineties Good fit with business requirements 4.5 million Lines of Code COBOL monolith Client-Server Online and batch Calculator 14,500 (!) Function Points Internal structure based on re-use of functions Dialogue functions Technical functions Working storage as “means of communication” In-house developed Workflow system High maintenance cost. April 2008 AF DAF HAF

Over 2.5 million clients

In development since early nineties

Good fit with business requirements

4.5 million Lines of Code

COBOL monolith

Client-Server

Online and batch

Calculator

14,500 (!) Function Points

Internal structure based on re-use of functions

Dialogue functions

Technical functions

Working storage as “means of communication”

In-house developed Workflow system

High maintenance cost.

Program Drivers End-of-support on COBOL Case Tool Time-to-Market Quality of maintenance Total Cost of Ownership Improved productivity April 2008

End-of-support on COBOL Case Tool

Time-to-Market

Quality of maintenance

Total Cost of Ownership

Improved productivity

Program Starting Points New software development tool by 2009 Buy instead of make Packaged solution to replace GPS as a whole! Packaged solutions to replace standard functionalities (i.e. Business Rule Engine, CRM, document handling) Leveraging existing COBOL assets Wrapping Facilitating specific business drivers Customer self-service via Internet April 2008 (As per Jan. 2006) WSDL COBOL function

New software development tool by 2009

Buy instead of make

Packaged solution to replace GPS as a whole!

Packaged solutions to replace standard functionalities (i.e. Business Rule Engine, CRM, document handling)

Leveraging existing COBOL assets

Wrapping

Facilitating specific business drivers

Customer self-service via Internet

Why SOA? Minimum waste of past investments Continuing the concept of re-usable functions Re-use outside GPS boundaries Future-proof Standards Human Resources April 2008

Minimum waste of past investments

Continuing the concept of re-usable functions

Re-use outside GPS boundaries

Future-proof

Standards

Human Resources

Initial Approach April 2008 4. Building missing components 5. The new SOA based GPS2 -. Analysis of Business Drivers -. Defining Functions and Services -. Design of the new Composite Application 3. Identifying standard components 1. Analysis GPS1 GPS 2. Identifying re-usable components

Our Journey So Far Phase 1 - Design (2006) Phase 2 - Preparation (2007) Phase 3 - Realization (2008 – 2012) April 2008

Phase 1 - Design (2006)

Phase 2 - Preparation (2007)

Phase 3 - Realization (2008 – 2012)

April 2008 APG – Who we are The GPS rejuvenation program The GPS2 SOA Blueprint Layered Reference Model Logical Architecture SOA Transformation Lessons Learned

APG – Who we are

The GPS rejuvenation program

The GPS2 SOA Blueprint

Layered Reference Model

Logical Architecture

SOA Transformation

Lessons Learned

Layered Reference Model The GPS layered Reference Model Conceptualisation of SOA for GPS2 Understanding of migration issues Separation of Concerns April 2008

The GPS layered Reference Model

Conceptualisation of SOA for GPS2

Understanding of migration issues

Separation of Concerns

Logical Architecture GPS2 Logical Reference Model An adaptation of the IBM SOA Reference Architecture Middleware centric view April 2008 Information Services Business Innovation & Optimization Services Development Services Interaction Services Process Services Partner Services Business App Services Access Services Integrated environment for design and creation of solution assets Manage and secure services, applications & resources Facilitates better decision-making with real-time business information Enables collaboration between people, processes & information Orchestrate and automate business processes Manages diverse data and content in a unified manner Connect with trading partners Build on a robust, scaleable, and secure services environment Facilitates interactions with existing information and application assets ESB Facilitates communication between services IT Service Management Infrastructure Services Optimizes throughput, availability and performance Information Services Development Services Integrated environment for design and creation of solution assets Management Services Manage and secure services, applications and resources Business Innovation and Optimization Services Facilitates better decision making with real time decision making. Infrastructure & Application Services Build on a robust scalable and secure services environment Optimizes throughput, availability and utilization Vertical Integration Services Facilitate interactions with GPS specific components (J2EE) Legacy Integration Services Facilitate interactions with existing application assets Horizontal Integration Services Facilitate interactions with packaged solution i.e. BRE Process Services Facilitate case management and orchestrate and automate business processes Interaction Services Enables collaboration between people, processes and information Enterprise Service Bus

GPS2 Logical Reference Model

An adaptation of the IBM SOA Reference Architecture

Middleware centric view

Products View April 2008 Integration Developer Business Modeler Activity Monitor Process Server Portal Server WAS Rational Software Architect ITCAM for SOA WebSphere ESB WS Service Registry Asset Manager

April 2008 APG – Who we are The GPS rejuvenation program The GPS2 SOA Blueprint SOA Transformation Closing the Gap Migration Strategy Lessons Learned

APG – Who we are

The GPS rejuvenation program

The GPS2 SOA Blueprint

SOA Transformation

Closing the Gap

Migration Strategy

Lessons Learned

Closing the Gap April 2008 BizDesign models workflow tables in Oracle WMM Case Management Fat ISA Client RDBMS Calculator subsystem COGNOS Powerplay WBM / WID models BPEL process definitions BPM in SOA Browser Object Orientation Business Rule Engine Business Monitor

Closing the Gap Example: The Generic BPEL Process Single BPEL process to run all current Workflow processes Minimal transformation effort April 2008

Example: The Generic BPEL Process

Single BPEL process to run all current Workflow processes

Minimal transformation effort

Closing the Gap Insurance Application Architecture (IAA) Well defined set of reference models Closing the gap between business & IT Accelerates the scoping, analysis and design of projects Offers a roadmap for GPS2 with guidelines Defined in WBM and RSA Supports development of flexible, maintainable, and reusable IT components April 2008

Insurance Application Architecture (IAA)

Well defined set of reference models

Closing the gap between business & IT

Accelerates the scoping, analysis and design of projects

Offers a roadmap for GPS2 with guidelines

Defined in WBM and RSA

Supports development of flexible, maintainable, and reusable IT components

Closing the Gap IAA, cont’d April 2008 RSA WBM/WID RSA Development Services Management Services Manage and secure services, applications and resources Business Innovation and Optimization Services Facilitates better decision making with real time business information. Infrastructure & Application Services Build on a robust scalable and secure services environment Optimizes throughput, availability and utilization Vertical Integration Services Legacy Integration Services Facilitate interactions with existing application assets Horizontal Integration Services Facilitate interactions with packaged solution i.e. BRE Process Services Interaction Services Enables collaboration between people, processes and information Enterprise Service Bus PROCESS DESIGN PROCESS IMPLEMENTATION SERVICE IMPLEMENTATION IDENTIFICATION OF PROJECT SCOPE SCOPING OF BUSINESS PROCESSES PROCESS ANALYSIS SERVICE ANALYSIS SERVICE DESIGN PROCESS DESIGN

IAA, cont’d

April 2008

Migration Strategy Workflow layer as a whole Other layers per process Re-structure business processes using IAA Re-build in Java April 2008

Workflow layer as a whole

Other layers per process

Re-structure business processes using IAA

Re-build in Java

April 2008 APG – Who we are The GPS rejuvenation program The GPS2 SOA Blueprint SOA Transformation Lessons Learned Changing Visions Old Habits Die Hard Tips & Hints Conclusions

APG – Who we are

The GPS rejuvenation program

The GPS2 SOA Blueprint

SOA Transformation

Lessons Learned

Changing Visions

Old Habits Die Hard

Tips & Hints

Conclusions

Changing Visions April 2008 Jan. ‘07 80 – 90% re-use Minor changes IT and Business Rebuild in Java < 2015 Rebuild in Java (per process) Today 10 – 20% re-use Process Re-structuring based on IAA Business and IT < 2012 Two UI’s Tomorrow MDA? Offshoring? Two UI’s Jan. ‘06 No change 80 – 90% re-use IT only Automated conversion < 2009 Browser-only

Old Habits..… Old Habits + Old Technology = Predictable Disaster Old Habits + New Technology = Dramatically Altered Consequences! April 2008 Source: Al Gore, “An Inconvenient Truth” - 2007

Old Habits + Old Technology = Predictable Disaster

Old Habits + New Technology = Dramatically Altered Consequences!

Lessons Learned – Tips & Hints Involve business: SOA is not an IT-only project - things will change! New roles, new way of working Use IT Architecture for guidance Think ahead, SOA takes time Allocate scarce expertise, both in-house and in the market Seek partnerships Vendors like IBM Peers April 2008

Involve business: SOA is not an IT-only project - things will change!

New roles, new way of working

Use IT Architecture for guidance

Think ahead, SOA takes time

Allocate scarce expertise, both in-house and in the market

Seek partnerships

Vendors like IBM

Peers

Conclusion SOA helps APG to realize its ambitions Third-party pension administration International / global prospects There is no “off-the-shelf” SOA solution SOA is complex IAA can offer a flying start for GPS2 and APG April 2008

SOA helps APG to realize its ambitions

Third-party pension administration

International / global prospects

There is no “off-the-shelf” SOA solution

SOA is complex

IAA can offer a flying start for GPS2 and APG

April 2008 Thank You!