Developing An SOA Strategy V1

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An early SOA Strategy presentation delivered to multiple clients across Financial Services sector (UK, Europe)

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Developing An SOA Strategy V1

  1. 1. Developing a SOA Strategy Salim Sheikh Solutions Director Blue-Crow December 2006
  2. 2. Agenda • What and Why SOA? • Successful Strategies • Case Study
  3. 3. Common IT Challenges • Increasing competiveness and rapid change require business agility – Lag time between business needs and IT delivery limits continuous business optimization – Siloed stakeholders and subject matter experts result in long planning and design cycles • IT environments growing more heterogeneous and decentralized – Rigid architectures require substantial developer effort – Widespread interdependencies create downstream impacts from changes – Inability to enforce policies system-wide • Processes and data are difficult to monitor or improve – Disconnected activities provide little actionable business intelligence – Poor data quality within and between applications hinders productivity • Constant pressure to lower cost of ownership – Maintenance costs of point-to-point integrations and technologies – Resource-intensive manual processes
  4. 4. “ The main objective with SOA initiatives is to enable a more agile, flexible and standardized approach to designing, developing and deploying functionality that is often scattered throughout established IT systems. ” — Gartner, Inc., "Benefits and Challenges of SOA in Business Terms", September 2005
  5. 5. What is Service Oriented Architecture? A service is a coarsely defined business function, often playing a role in one or more larger business processes, composed of a set of smaller processes or tasks. Service Oriented Architecture (SOA) is a course of action to align processes, information, and technology with business imperatives by using services as an organizing principle. SOA is not: – Web Services – A middleware product – An IT-only initiative
  6. 6. Benefits of SOA • SOA speeds business change. In its core design strategy of packaging applications into business units of work, service orientation reflects and models business processes. As the business changes, developers can more easily map business process changes to applications and then implement the appropriate IT changes. • SOA facilitates business connections. With your business processes packaged as modular, accessible business services, you can connect them where and when they are needed to optimize processes across customers, partners, suppliers, and your own internal applications • SOA enhances business control. Because services model business processes, the flow of data and transactions through service-oriented applications is valuable business data. SOA infrastructure actively manages service flows and can provide flexible and dynamic access to this data, which you can use to analyze and optimize business results and process costs. • -- Forrester, “Your Strategic SOA Platform Vision,” March 2005
  7. 7. Guiding Principles of SOA • Incremental improvement • Cost-benefit analysis • Driving to commonality and reuse • Focus on areas of high volatility • Focus on most essential services
  8. 8. Business Value / TCO Trade-Off Ideal Business Value Delivered by IT Custom Apps Services Composite Apps Differentiated capability built on common platforms Packaged Apps (lower TCO) Lower TCO, but loss in differentiated capability Reduction in TCO
  9. 9. Executive Value of SOA CEO Challenges • Economic value • Sustainable growth opportunities • Cost structure & performance management Differentiation on the outside CIO Challenges Simplification on the inside • Reduce systems complexity • Improve service reliability Execution mastery COO Challenges • Process excellence and consistency • Improve service culture • Exploit synergies and economies of scale
  10. 10. Different perspectives Business Strategy Business Business Strategy Bring new products and services to market Improve operational efficiency Strategists Increase business value Execute Business Activity Monitoring Business End-to-end process performance monitoring Analysts Real-time insight and control of business Business Process Management Process Quick delivery of new services Designers Quick automation of business processes existing IT Leverage Services Layer Systems Standardization of services Architects Reducing code-based integrations Systems Integration Software Technology interoperability; Architecture and Engineers Infrastructure Services Standardization
  11. 11. Architecture & Strategy
  12. 12. Making It Happen Identify Driver Govern (Process/ SOA Journey Integration) Define SOA Roadmap Strategy Assess Enterprise Execute Architecture SOA Roadmap Readiness
  13. 13. Enterprise Repository
  14. 14. Ten Challenges for the CIO 1. Platform Competency 2. Architectural Standards and Interoperability Identify Driver Govern 3. Infrastructure (Process/ SOA Journey Integration) 4. Data Architecture Define SOA Roadmap 5. Security Strategy Assess 6. Training Enterprise Execute Architecture SOA Roadmap 7. Application Readiness Rationalization 8. Methods and Tools 9. Testing 10. IT Organization and Enterprise Architecture
  15. 15. Adoption of SOA is an Incremental Journey Phase 4 Phase 3 Phase 2 Phase 1 Enterprise Service Bus Based Organize and Tactical Solution and SOA Is Strategize Implementations SOA Platform Industrialized 0-18 months 18–30 months 30–48 months
  16. 16. SOA Planning Process • Establish a Business and IT Joint Vision – Assemble steering committee – Conduct collaborative requirements gathering – Mutually commit to goals • Define the SOA Roadmap – Top-Down Analysis: Identify key business pain points – Bottom-Up Analysis: Review current technology infrastructure – Prioritize high value-add processes and identify quick wins – Organize modest releases to maximize incremental value • Launch Detailed Analysis – Evaluate enterprise SOA skillset within IT – Define service-enablement architecture – Model high-level services and data structures
  17. 17. Case Study: Services Architecture Vision External Sales Rich User Salesforce B2B Mobile Interface Portal Interface .com Business Processes Process Process Rules (BPM) Services (SOA) Synchronization Monitoring Data Security Quality and Enrichment Access Layer Connectivity and Authorization Metadata Enterprise Custom Data Operational salesforce.com Data Sources Datastore Warehouse
  18. 18. Delivery Framework
  19. 19. Summary • SOA is not a technology, but a process for aligning business objectives, technology assets, and IT activities in a way that maximizes incremental improvement, flexibility, and reuse. • Initiating SOA requires understanding the business value of services and combining top-down and bottom-up methods of analysis. • SOA solutions favor technologies emphasizing process focus, agility, loose coupling, and interoperability. • AppExchange eases SOA integration through a standards-based web services API, effortless meta-customization, and sophisticated presentation layer compositing.

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