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Slide 1: SOA: Syndication-Oriented Architecture? Rohit Khare, Co-Founder Ron Rasmussen, CTO

Slide 2: Welcome! • Questions & Answers • Use the chat window to the right of the presentation screen to ask presenters questions. • Questions will be addressed at the end of the presentation or afterward, directly with you. • Copies of the Presentation • The presentation can also be viewed at http://www.slideshare.net. Search on “KnowNow,” “SynOA,” or “Syndication-Oriented Architecture.” • Alternatively, we’d be happy to send you a copy of the slides; send jhaber@knownow.com a request for slides. • Also, a recorded version of this presentation will be available on demand. KnowNow © 2007

Slide 3: Agenda • Introductions • A ‘Social Software’ Scenario • SynOA in a Nutshell • KnowNow’s Approach to SynOA • Questions & Answers KnowNow © 2007

Slide 4: Information Management Status Quo >50% Irrelevant email per employee 16 Portal clicks needed to find content <50% Searches that return relevant content 2,500 $2,500 Annual loss per employee due to an inability to locate and retrieve information KnowNow © 2007

Slide 5: Information Overload Enterprise Internet communicating searching searc hing ing arch se searc hing ing Exponential search Blogs & Information wikis ing search Growth searching Exponential Information Growth g g sea oratin hin rchi collab arc ng se searching Employees communicating Customers / Partners Information overload creates a gap. 5 KnowNow © 2007

Slide 6: Who Uses SynOA? KnowNow © 2007

Slide 7: Business Intelligence That’s Actually Intelligent • Real-time, Social Collaboration (“Web 2.0”) • There’s a new opportunity to connect employees, partners, and customers that bypasses overflowing inboxes, static portals, and empty search boxes. • The “Web 2.0” buzzword refers to a very real phenomenon: unlocking the long- awaited potential of large-scale, real-time social collaboration inside the enterprise. • Extending Service-Oriented Architecture (SOA) • IT Architects have adopted the concept of a ‘service bus’ that can route messages and notifications between any set of applications and hosted services. • The SOA approach to application integration applies to people and groups, too. • Benefits of Syndication-Oriented Architecture (SynOA) • This talk introduces our vision for connecting people to applications and each other. • RSS/Atom feeds can begin bridging the “information gap” between existing information systems and the new world of blogs, wikis, and instant messages… KnowNow © 2007

Slide 8: Software Architectures • Examples of Architectural Styles • Pipe-and-Filter: components process text streams in series • Client/Server: components coordinate with single data store • REST: Web pages that ‘represent’ objects can be cached • Service-Oriented Architecture isn’t quite a style: • SOA doesn’t quite constrain how applications behave • Underlying services can exhibit any of the styles above • …but SOA does prescribe how they communicate • Syndication-Oriented Architecture is analogous: • People and groups have all sorts of collaboration patterns • … but it would be better to integrate messages from applications; and to track how information flows to optimize it KnowNow © 2007

Slide 9: A ‘Social Software’ Scenario • Imagine you’re managing a field service force: • Trouble tickets, dispatchers, spare parts, mobile users… • State-of-the-art reporting of key performance indicators. • Current Challenges • What if one repair team missing a part could fire off an SMS to ask everyone else working in their area to check? • Can sales reps stay on top of disruptions to their clients? • New Opportunities • Suppose Engineering could track chatter about problematic parts from field notes — without reading everything else… • Could you mine industry ‘buzz’ to keep your employees, partners, and customers in the loop on the latest news? KnowNow © 2007

Slide 10: SynOA in a Nutshell: The Five Levels 1. PUBLICATION • One standard for capturing all messages (‘RSS-ifying’) 2. SUBSCRIPTION • Easy rules for filtering interesting messages 3. DISTRIBUTION • Wide range of delivery options to PCs, smartphones, etc. 4. PERSONALIZATION • Learning what each recipient really needs to know, now. 5. COLLABORATION • Tapping into the ‘Wisdom of Crowds’ to learn from groups. KnowNow © 2007

Slide 11: SynOA: A Roadmap The Five SynOA Levels can guide… • Deployment strategy • Consider implementing each of these levels in order • There are concrete benefits and ROI at each stage • Development strategy • Helps analyze the capabilities and relationships of competing, overlapping products and services already on the market • Also defines software interfaces for developing custom plugins • Business strategy • What can your business do for its customers, partners, and employees in an overloaded knowledge economy? • In any relationship & expertise-driven business, the edge is in augmenting the entire team’s breadth, depth, and speed KnowNow © 2007

Slide 12: Bridging the Information Gap KnowNow 3rd party Live Mobile portals Desktop Email Alerts RSS Google Readers Sidebar BusinessPush InformationBusiness Communications Event Notifications Relevancy Services Transformation Automate Personalization Administration • Aggregation • Filtering • Security • Routing Relevancy • Recommendations • Compliance Persistent Data Monitoring Services Adapters: DBMS XML RSS Email Monitor Data OpenSearch Connectors: JS COM .Net Java Web Services Internal Content & Data External Content Examples Email Content Enterprise Enterprise Databases KnowNow Blogs & Enterprise Management Portals Applications SpeedWriter wikis Search KnowNow © 2007

Slide 13: The Value of Bridging the Gap Customers Employees Partners Increase Eliminate • Speed of relevant communications • Portal failures • Organizational awareness & • Email overload collaboration • Knowledge gaps • Productivity and revenue Internal Content & Data External Content Examples Email Content Enterprise Enterprise Databases KnowNow Blogs & Enterprise Management Portals Applications SpeedWriter wikis Search KnowNow © 2007

Slide 14: Start Small, Think Big Unlock Mission-Critical Start Small Grow Methodically Information • Start with a selection of 25- • Add additional RSS sources • Add more non-RSS content sources 50 RSS formatted sources with easy integration • Add premium content sources • Add more users (external news feeds, w/automatic authentication blogosphere searches) • Additional users • Start with a limited subset of • Integrate to 1-2 key internal superusers (10 – 100) content sources Event-driven Services Alerts / Notifications Transformation Compliance / Auditing Aggregation Filtering Security Analytics Internal Content & Data External Content Examples Email Content Enterprise Enterprise Databases Enterprise Blogs & Management Portals Applications Search wikis 14 KnowNow © 2007

Slide 15: Improving Downstream Customer Processes Solution: Business Event Notification One of the largest banks in the US Background: with $500+ billion in assets, that provides banking, insurance, • Six major customer data warehouse platforms across different business units investments, mortgage and consumer finance for more than 23 • Customer data integrity constant issue million customers through 6,200 branches. Challenge: • Aligning metadata across all platforms • Ensuring errors at data- or schema-level are identified and fixed immediately Benefits: • Drastic reduction in latency between error origination and resolution • Significant increase in customer data integrity KnowNow © 2007

Slide 16: Building Stronger Relationships in the Branch Solution: Business Communications Background: Among the 25 largest banks in the United • No consistent method of corporate States. Differentiates from competitors by communication to all employees • Unable to target messages based on providing personalized, high-quality and office/location/function responsive service. The bank has 321 Challenge: branch offices in California and 10,000+ • Thousands of distributed employees – some employees. without access to email • Constantly in process of deploying new knowledge management systems to employees Benefits: • Able to quickly deploy new employee HR messaging • Increase employee morale and retention • Reduce information overload in email inboxes KnowNow © 2007

Slide 17: Unlocking the Value of Portal Investments Solution: Business Communications One of the world’s largest IT outsourcers Background: with more than 40,000 employees • Strategic position: low cost / high quality IT outsourcing; need to maintain position distributed over 120 countries. Recently • No consistent method of direct added to the S&P 500, and ranked among knowledge “delivery” the top information technology companies • Information trapped in 20+ intranets / knowledge bases in BusinessWeek's Hot Growth Companies. Challenge: • Delivery of consistent knowledge communications • Thousands of distributed technical employees – speed matters Benefits: • Drive portal and knowledgebase usage • Increase knowledge worker effectiveness KnowNow © 2007

Slide 18: Q&A Action Items • Push critical, revenue-generating information to the front line • Bridge the information 1. Get a copy of the white management gap paper: “SOA: Syndication- • Drive more value out of SOA and existing email systems, portals, Oriented Architecture?” and search engines 2. See a demonstration • Extend SOA to the desktop and beyond the firewall (877) 561-KNOW (5669) salesinfo@knownow.com • Reach more employees, www.knownow.com partners, and/or customers KnowNow © 2007