Reducing the Risk of Legacy Architecture Modernization

Reducing the Risk of Legacy Architecture Modernization
A look at application modernization using
SOA, EDA, BPM
and a muti-channel, Web 2.0 presentation layer with an approach than can reduce the risk of delivering underwhelming applications.
Our Speaker:
Eric Roch, GM and Chief Technologist for Perficient’s Enterprise Application Integration practice, focused on technical architecture for multi-platform application and systems integration at organizations.

Agenda
Why Architecture Modernization
What part does SOA play
SOA and Data Management
SOA and BPM
SOA and Web 2.0 and Cloud Computing
Architecture Futures – Mobility and Event Processing
Putting it all together
Case Study Architecture Modernization
Modern Architecture Benefits and ROI

Perficient brings deep solutions expertise and offers a complete set of flexible services to help clients implement business-driven IT solutions
Our Solutions Expertise & Services
Business-Driven Solutions
Enterprise Portals
SOA and Business Process Management
Business Intelligence
User-Centered Custom Applications
CRM Solutions
Enterprise Performance Management
Customer Self-Service
eCommerce & Product Information Management
Enterprise Content Management
Industry-Specific Solutions
Mobile Technology
Security Assessments
3
Perficient Services
End-to-End Solution Delivery
IT Strategic Consulting
IT Architecture Planning
Business Process & Workflow Consulting
Usability and UI Consulting
Custom Application Development
Offshore Development
Package Selection, Implementation and Integration
Architecture & Application Migrations
Education

Perficient Business Integration Practice
Ten years focused in Integration, SOA and BPM
Dominate technical partnerships: IBM, Oracle, TIBCO, EMC Documentum ...
Expanded coast-to-coast within the last three years
Several global projects in the 300-500 services range
Intellectual Property
Quick Start Rulebook™ Methodology
Generic Exception Handler
Audit Logger
Services Gateway
Services Catalog
Quality Assurance Tools and Process
Offerings

Why Legacy Modernization
Cost balance of legacy maintenance vs. new capabilities
Islands of information
Fragmented and inconsistent data
Inflexible architecture
Business builds processes around legacy systems
Business process change takes years
Constituencies demand modern applications
Process improvement and agility
Multi-channel information flow
Competitive forces, regulations, cost restructuring

SOA is not the Total Answer
SOA is about architecture
Does not implicitly improve governance, IT strategy, or business alignment
In practice is often lead by IT architects with little business input or impact
Top-down, strategic SOA has been disappointing and most likely on hold due to economics
There is more to building modern application than SOA
Total modern architecture includes SOA, BPM, data management, event processing and Web 2.0 technologies - plus flexibility to accommodate future technologies

An Architecture Paradigm Shift
Accidental
Rigid
Silo-Oriented
Layered
Extensible
Service-Oriented
Value in reusable services and also architecture consistency

SOA as a Mature Enabling Technology
Source: Gartner (August 2009)

Technology Forecasting
“cloud computing and cloud/Web platforms have tipped over the peak
and will soon experience disillusionment among enterprise users”
Source: Gartner (August 2010)

Facilitates communication between services
ESB
Apps &
Info Assets
A Modern Reference Architecture
Business Innovation & Optimization Services
Facilitates better decision-making with real-time business information
Interaction Services
Process Services
Information Services
IT ServiceManagement
DevelopmentServices
Enables collaboration between people, processes & information
Orchestrate and automate business processes
Manages diverse data and content in a unified manner
Integrated environment for design and creation of solution assets
Manage and secure services, applications & resources
Partner Services
Business App Services
Access Services
Connect with trading partners
Build on a robust, scaleable, and secure services environment
Facilitates interactions with existing information and application assets
Infrastructure Services
Optimizes throughput, availability and performance

Enabling Technology with EntryPoints
Process innovation and optimization via BPM
SOA for application integration
SOA as enabling infrastructure – portals, information management, reusable software components
SOA connectivity – B2B, portal, cloud computing, mobility, multi-channel
Information management – information as a service, business intelligence, master data management
Pick the path to quick wins and ROI

ESB
Apps &
Info Assets
ESB and Integration Reference Architecture
Process Services
DevelopmentServices
Partner Services
Access Services
ESB Integration Patterns: Transform, Enrich, Route, ...
Partner Integration: e.g. EDI, EDIINT

SMTP
HTTP/S
EMS/JMS
FTP
SOAP/JMS
HTTP
SOAP/HTTP
EDI
Enterprise Service Bus
Services Backbone
Enterprise Service Bus
(ESB)
Connect
Transport
Route
Mediate
Event notification
Exception Handling
Enterprise Service Bus (ESB)
Check Quantity
Credit Check
AlertLarge
Order
Check
Customer
Account
Process
Order
Place Order
Notify
Customer
Issue Invoice
Abstract the data format and the behavior of legacy systems

Legacy Data Management

The SOA Information Gap
“SOA by itself does nothing to address the question of how data should be managed within this architecture. ... data remains fragmented despite the best efforts to rationalize it. This issue is motivating the creation of a new class of middleware that Forrester calls the information fabric.”
The Forrester Report Information Fabric: Enterprise Data Virtualization
"You will waste your investment in SOA unless you have enterprise information that SOA can exploit."
Gartner

Insightful
Relationships
BusinessContext
Data &
Content
Information as a Service
Insight
People
Processes
Tools & Applications
Master Data, Entity Analytics, Decision Portals, Executive Dashboards,
Industry Data Models
Extracted or Real-time
Standards-based
e.g., XQuery, JSR170, JDBC, Web Services...
Optimize, Virtualize, Integrate, Accelerate
Heterogeneous Applications & Information
and
more…
Content
Management
DB2
EDIINT
Oracle
Legacy

Data
Warehouse
Packaged
Application
Legacy
Application
Tight Coupling of Data to Workflow
Create Quote
Create Estimate
Process Flow
Process Flow
Trigger
Trigger
Access
Transform
Cleanse
Access
Transform
Cleanse
Inconsistency in the “view” of the data
Inconsistency in sources and how data is derived
Inconsistency in rules applied to data
Multiple points of maintenance
No flexibility to change information sources and formats

Packaged
Application
Legacy
Application
Data
Warehouse
Improved Flexibility
Create Quote
Create Estimate
Process Flow
Process Flow
Trigger
Trigger
(Shared Metadata)
Consistent packaging of data
Leverages understanding of metadata relationships
Applies consistent rules to data
Centralized control and maintenance
Flexibility to change information sources and formats

ESB
Apps &
Info Assets
Data Management Reference Architecture
Process Services
DevelopmentServices
Partner Services
Access Services

SOA and BPM

Business Process Management and Workflow
The term Business Process Management refers to activities performed by businesses to optimize and adapt their processes.
Although it can be said that organizations have always been using BPM, a new impetus based on the advent of software tools which allow for
Direct execution of the business processes without a costly and time intensive development of the required software.
In addition, these tools can also monitor the execution of the business processes, providing managers of an organization with the means to analyze their performance and make changes to the original processes in real-time
BPM has a tight link to componentized and service oriented IT architecture

Human Task
A
Human Task
D
Human Task
F
Human Task
B
Human Task
C
Invoke
Invoke
Invoke
Invoke
BPM and Services
Workflow
Service
U
Service
Y
Service
Z
Service
X
Workflows implement business processes
Workflow engine navigates the network of activities
Typically invoking automatic (service choreography) or manual activities
Mostly visual programming/modeling
GUI is in general form-flow based and supports RIA

Process Oriented Approach
Process modeling - a new approach to application and service development – a radical change from traditional application development
Key benefits:
Visibility & commonality of processes
Processes as the common ”language” between IT and business
Cost reduction through flexible automation – typically 20+%
Process optimization and streamlining across applications and the enterprise
Continuous, nondisruptive process improvement
Monitoring provides understanding of where the employees spend their time
Faster implementation of changes in processes – typically 30+%
Optimizing skills usage in the business
Excellent match & synergy with SOA/ESB

ESB
Apps &
Info Assets
BPM Reference Architecture
Process Services
DevelopmentServices
Partner Services
Access Services
Process Model, Process Execution, Business Activity Monitor
Processes unify the architecture

SOA, Web 2.0 and Cloud Computing

Extend SOA into the Cloud
A set of new Web-based technologies, that enable the web to become a platform for dynamic content creation and distribution
A new generation of web-based communities and hosted services — such as social-networking sites, wikis, and social-tagging — which aim to facilitate creativity, collaboration, and sharing between users.
How can we get the best of both worlds?

Enterprise mashups and composite applications
Global SOA – Cloud Computing
Exposing Enterprise Services to the Web extends your enterprise globally and includes:
Cloud Services
Business Services
Composition of Services
Deployment and Accessibility
QoS: Transactions, Performance, Scale, Security

Mobility in the Enterprise Architecture
(1993) “The revolution kicked off by the arrival of Intel's Pentium chip for desktop PCs. It was a leviathan, a monster of computing power that ticked along at 66MHz, and enabled all sorts of powerful applications to run on your Windows 3.1 PC. Compared to the chip Marvell has just unveiled, the original P5 was a crock. Because the Armada 628 hums along at 1.5GHz (over 22 times faster).”
Source: Fast Company Marvell's Triple-Core Mobile Chip Could Make 2011 Smartphones Smokin'

Pervasive Computing and Networks
Limited: bandwidth, memory, storage
Large data sets: paging, parsing, filtering
Support native runtime features (graphics, camera, GPS)
Rich user experience over slow data connections
Connectionless environments
Security and transactional state regardless of connection
Context awareness and digital memory
Agents, rules engines and events
RFID, sensors and actuators
Pervasive computing is coming. How will your architecture support it?

ESB
Apps &
Info Assets
Web 2.0 Reference Architecture
Process Services
DevelopmentServices
Partner Services
Access Services
Presentation of business entities and tasks

Events and Complex Event Processing
“The goal of CEP is to enable the information contained in the events flowing through all of the layers of the enterprise IT infrastructure to be discovered, understood in terms of its impact on high level management goals and business processes, and acted upon in real time.”
Professor David Luckham
Stanford University

Correlated Events Trigger Processes
AMR: A single monthly energy consumption read per customer at 15 minutes intervals is now over 2,900 meter reads per customer per month.

ESB
Apps &
Info Assets
CEP Reference Architecture
Process Services
DevelopmentServices
Partner Services
Access Services
CEP is linked to BPM and SOA forming supporting vastly more events than legacy systems where designed to handle.

Starting down the Service Oriented Path

Architecture Modernization Challenges
Spans multiple technologies
Design requires multiple views for business, analyst, architects and developers
The role players in the design process require new skills
Tools and techniques are immature

Quick Start Rulebook™ Methodology
Develops SOA strategy and roadmap
Establishes the SOA competency center organizational and maturity model
Define governance model for design, asset management and operations
Develops SOA reference architecture
Addresses SOA project orientated methodology
Establishes the operations and quality assurance strategy processes and procedures
Supported by design patterns and reusable components
Codify common design patterns – e.g. the Exception Handler
Optimize the operational environment

Quick Start Framework
QSF has several layers of abstraction
Presentation
Proxy/Gateway
Messaging
Orchestration
Adapters
Gateway
Service Levels and Metering
Protocol Level Abstraction
Version Management
Dynamic Routing
Security
On-Demand Encryption
Messaging
Communication layer between other components of QSF
Orchestration
Service and Business process orchestration built on products from IBM, TIBCO, Oracle, OSS
Exception Handling and Audit Logging
Adapters
Backend abstraction
Consolidation of various protocols into a known uniformed format and behavior

Architecture Case Study
Business Process Improvement with RIA, Business and Information Services
Automates sales role in the overall order process
Features: Visibility to product availability, automated cost estimates, collaborative (with customer) proposal process, capture of information to eliminate downstream duplicate data entry and facilitate process hand-offs
Key benefits: Process improvement and automation results in time savings for sales leads to increased sales
Cost estimate and ROI

Architecture Frameworks
Presentation
Services
Integration
Patterns
Utility Services
Task Services
Entity Services

Case Study: Architecture Modernization

Presentation Interface
Organize and Present
Organization
Design
Communication Method
Authentication, Security and Roles
Secure
Collaboration
Communities
Mail
Discussions
Meetings
Instant Messaging
Personalization
Profile and Target
Implicit
Explicit
Language
Transactional Processing
Application Development, Deployment and Maintenance
Process Management
Actions
Approvals
Escalation
Alerts
Content Delivery
Identify
Classification
Search and Retrieval
Relevance
Content Management
Author
Access Control
Authoring
Workflow
Versioning
Enterprise Applications Integration
Extend
HR/FIN
METRICS
SFA
Administration and Operations
Delegation and Control
Cars.COM Case Study
Estiblished of an organizational development framework to support Cars.com’s current and future initiatives utilizing a set of standardized tools
Standardized Tools
Services
Presentation
Data Management
Content Management
Information Targeting
Rules Management
Tracking
Search
Security
How it was achieved
Selection and standardization on a set of commercial and open source tools
Selection and standardization of Out-Of-The-Box tool kits (e.g. .Net)
Standardized a portal platform

Presentation + Glue
Reusable UI Application components
Application Specific Data Rules
Reusable Services
Data Importers
Data Publishing and Data Services
Data Management
DM, SOA + Web 2.0 User Experience

Multi-channel User Interfaces
Retail Meta-Service
Meta-Service
Combines multiple atomic services
Presents an application specific API
Hides multi-service marshalling from presentation layer
Isolates core functionality from application and business logic
XMLInterface
JSONInterface
FlashInterface
Public Interface API
Business/Application Specific Logic
Retail Atomic Service
Atomic Service
XMLInterface
JSONInterface
FlashInterface
Provide access to data layer
Specialized purpose
Performs the application’s heavy lifting
Scalable
Dev-cycle independent from rest of system
Public Interface API
Config
Price
Inventory
…
PaymentEstimator
Data Cache
QueryInterface
Notification Agent
External, Live
Data Services
Persistence
Virtual File System (VFS)

Establish New Database
Create Separate Transformation Process to manage structured data
Develop Administrative Tools
Implement within Portal Framework
Phase 1: Data Management

Create Consumer Site
Implement new Content Management Layer
Separate Ad Serving from CAR Search
Establish CAR search as “Portlet”
Send CAR Search results to Ad Portlet
Color represents an interim step
Phase 2: Content Management

Buy vs. Build of Search Engine
Implement new search
Eliminate redundant databases
Establish new reporting
Create new emailer and Lead Function
Create Dealer Centered Site
Support external updates
Phase 3: CARS Application Migration

Phase 4: Supporting Services Migration
Migrate existing Dealer Brand Sites

Phase 5: Future State Architecture

Next Steps

SOA and Architecture Health Check
Engagement Structure
Get SOA projects on target with actionable and prioritized recommendations
2 Perficient Consultants for 1 week
Fluid engagement pre-planned and coordinated with the client
Facilitated sessions
Document as-is architecture and make best practices recommendations
Review…
IT strategy for SOA including completed projects to date
Organization and governance
Solution architecture and design
Enterprise and reference architecture
Service monitoring, auditing, and exception handling practices
Current staffing roles to support SOA
Existing service level agreements and escalation procedures
Testing and quality assurance
Current change control process
Key deliverables
Findings Presentation
Recommendations Document
Findings, Best Practices, Recommendations, Priorities

SOA Readiness Assessment
Engagement Structure
Fast paced drive to value
Identify SOA entry points to quick ROI
2 Perficient Consultants for 1 week
Fluid engagement pre-planned and coordinated with the client
Facilitated sessions
Review company objectives, mission, goals and vision
Review services and processes provided by functional business units
Review information systems assets, processes IT staff expertise, and project roadmap
Review application and enterprise architecture
Key deliverable is a presentation that identifies
SOA target applications, business processes and candidate services
IT organizational impact
SOA cost and benefits in business terms to help assess feasibility

About Perficient
Perficient is a leading information technology consulting firm serving clients throughout North America.
We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.

PRFT Profile
Founded in 1997
Public, NASDAQ: PRFT
2009 Revenue of $188 million
16 major market locations throughout North America
Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New Orleans, Philadelphia, San Jose, St. Louis and Toronto
1,300+ colleagues
Dedicated solution practices
~450 enterpriseclients (2009) and 85% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards

Daily unique content about content management, user experience, portals and other enterprise information technology solutions across a variety of industries.
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Reducing the Risk of Legacy Architecture Modernization

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