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Specialists in Service Oriented Application                     ModernizationOpposites Attract,SOA, Model DrivenArchitectu...
Everware-CBDI Snapshot    Worldwide SOA                            Leadership in Advisory Groups &    Reputation          ...
Setting the Stage                          Typical Process – Revolutionary (aka disruptive)                   High cost/im...
The Big IT Picture – we need to get SERIOUS      We need a Major Inflection Point    This is the driver behind OMB’s 25-Po...
The 25 Point Plan    Long on “What”      Reduce the cost of IT infrastructure (1,2,3,20)      Modernize government IT acqu...
Convergence of Capabilities for Modernization                                                                           De...
Iterative Process – Evolutionary + Multipliers                                                                            ...
Agile – Methods and Outcomes     Agile                 The Agile method’s main focus is the production of the software sol...
SOA      SOA – Service Oriented Architecture                 An architectural pattern that promotes a collaborative modula...
MDA/MDD         MDA/MDD – Model Driven Architecture / Development             Software delivery approach where specificati...
MDA/MDD       Characteristics                  Leverages standardized model notations – class diagram or ERD insufficient ...
Knowledge Discovery & Patterns       Knowledge Discovery                  The extraction of knowledge from existing assets...
Opposites Attract – SOA, MDA & Agile              Combine the most beneficial and appropriate aspects of each approach    ...
Service Oriented Application Modernization                                              Getting from here to there       U...
Application Modernization Strategy       Integrated portfolio management coordinating SOA with       replacement and refac...
CBDI-SAE Application Modernization Framework           Assess       Plan            Analyze        Deliver   Evolve       ...
CBDI-SAE Process Model (SOAM)                      Business                    ImprovementConsume                         ...
Typical Iteration (“Sprint”) ProcessSprint Planning (team)                                                                ...
SOAM Case Study 1: In-situ restructuring     Scenario    Large Banking organization restructure merges all lending divisio...
SOAM Case Study 1: In-situ restructuring     Execution              Iteration by Use Case service needs              Surve...
SOAM Case Study 2: Portfolio pathfinder     Scenario Large Home Improvement retailer wants to modernize from monolithic   ...
SOAM Case Study 2: Portfolio pathfinder     Execution              Two distinct (business and technical) solutions in the ...
SOAM Case Study 3: BP Modernization        Scenario     Government Agency modernizes a key business process with an SOA so...
SOAM Case Study 3: BP Modernization     Execution              BPMN Models and User stories are Product Backlog           ...
Summary                  25 point plan requires comprehensive action to achieve inflection                    • Make IT mo...
Specialists in Service Oriented Application Modernization                                    Denzil Wasson                ...
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Everware cbdi opposites attract 04-12-11

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Everware-CBDI approach and case studies for Service Oriented Application Modernization (SOAM).

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Everware cbdi opposites attract 04-12-11

  1. 1. Specialists in Service Oriented Application ModernizationOpposites Attract,SOA, Model DrivenArchitecture and AgileApril 12, 2011Denzil Wasson(dwasson@everware-cbdi.com)www.everware-cbdi.com
  2. 2. Everware-CBDI Snapshot Worldwide SOA Leadership in Advisory Groups & Reputation Standards Bodies Keynote Speakers on SOA ACT/IAC Chair: EA-SIG/Services Committee CBDI Forum Website: over Lead Role on Practical Guide to Federal SOA 25,000 subscribers Federal SOA Community of Practice: Co-Chair SOA Best Practice Object Management Group (OMG) Framework and Co-Chair: GovDTF Knowledgebase Instruct on EA & SOA SOA Metamodel National Defense U/EA Program Submission to OMG Industry Conferences Public/Private Courses Authors/Publications eLearning Curriculum CBDI Journal (120+ Editions) Articles (eg, EA Journal, Government & Commercial Consulting Microsoft Journal) Enterprise/Segment Service Architecture White Papers (eg, Federal CIO Service Portfolio Transition Council, IAC, AFEI) Service Management & Governance Books (eg, Service Orientation, Service Oriented Application Modernization Information Modeling) Model-Driven Architecture & Development Service Harvesting & Provisioning Business Process Modeling Service Assembly, Orchestration SOA Adoption Maturity Assessment & Planning Process Improvement Capability Development2 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  3. 3. Setting the Stage Typical Process – Revolutionary (aka disruptive) High cost/impact of replacement invariably creates delays and means that legacy app User ramp-up period with outlives its effectiveness productivity loss and frustration as the business figures out what Cost it really got and IT does rework Business response “Dead Zone” - only emergency or mandated updates are made Time Application ages, becomes less “Big Bang” replacement One time Modernization responsive, frustration and cost increase and frozen legacy occurs here – if at all Planning/Analysis for Cycle renews, but has replacement anything really changed?3 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  4. 4. The Big IT Picture – we need to get SERIOUS We need a Major Inflection Point This is the driver behind OMB’s 25-Point Implementation Plan to Reform IT Management. Objectives: Make IT more cost effective (reduce the per unit cost of delivering capabilities) Provide better more responsive support to the business/mission of government (establish IT agility to enable business agility) Reduce the risk and cycle-time associated with IT development programs Reduce redundancy and improve consistency through reuse4 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  5. 5. The 25 Point Plan Long on “What” Reduce the cost of IT infrastructure (1,2,3,20) Modernize government IT acquisition and contracting (4,5,13,16,25) Reduce IT risks through better program management (7,8,12) Identify and implement IT best practices (9,10,11,14,24) Promote shared services and modular development (6,15,17) Align processes for capital investment, budgeting and modular development (17, 18, 19, 20) Improve IT management and oversight (22,23) Short on “How” Low Hanging Fruit: Data Center Consolidation / Platform Virtualization (IaaS / PaaS) Obvious Commodities (e-mail, calendar) Bigger Payback: Wide-scale use of Shared Business Services Modernized Software Development Process emphasizing modularity, reuse, iteration and knowledge management IT Procurement modernization5 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  6. 6. Convergence of Capabilities for Modernization Development Approaches Architectural Best Practice • Agile/Iterative • Enterprise/Segments Knowledge • MDA/MDD Service Orientation Management • • Twin Track • Standard Patterns • Reference Models Architectural Development Best Practice Approaches Infrastructure rationalization Knowledge Management • Virtualization • Models – UML/BPMN • Cloud • Rules Engines Infrastructure • Collaboration Tools Rationalization Modernization Heavy, Complex Lighter, Shared Legacy Portfolio Modern Portfolio6 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  7. 7. Iterative Process – Evolutionary + Multipliers Smooth cost curve is easier to budget and manage. Smooth delivery curve reduces resource spikes and User impact (retraining, disappointment, …) Tightly scoped iterations reduce risk Cost and provide early feedback O&M curve flattens as new features are more easily implemented Business gets working software early Time Application is continually evolving facilitated by an iterative approach and agile architecture Multipliers: Service Oriented Architecture (modular, efficient) Model Driven Development (knowledge, automation, portability) Business, Integration and Implementation Patterns Management (scope) Virtualization (efficient resource usage)7 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  8. 8. Agile – Methods and Outcomes Agile The Agile method’s main focus is the production of the software solution Agile is an adaptive approach vs. the traditional predictive approach Key roles of Scrum Master, Product Owner, Cross Functional team Scrum Source: SrumAlliance.org Benefits (25 point plan) Shortened delivery cycles Strong feedback loop for program management Ability to reduce acquisition scope8 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  9. 9. SOA SOA – Service Oriented Architecture An architectural pattern that promotes a collaborative modular architecture that leverages re-usable services Characteristics Services are assets – specifications are key knowledge asset Modular – design for both re-use and change Standards based – be careful of just technical standards Twin track development – dependency management is crucial Best fit with virtualized cloud solutions – facilitates deployment transparency Benefits (25 point plan) Reduces IT portfolio development and maintenance effort, cost and complexity in a changing world Agile - designed for change, responsiveness Modular - facilitates smaller grain acquisition Re-use – reduces cost and risk9 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  10. 10. MDA/MDD MDA/MDD – Model Driven Architecture / Development Software delivery approach where specification models and other abstract artifacts are created to describe the structure and behavior of a system or module. The models are either executed directly or transformed into implementation code or environment control. Application & Business Business Rule Metadata Message Mgt Service Models Process Models Models Models enli st wi th M EP S?yes no, waiver granted yes «BusinessP rocess» 2 enlistment A ppl icant yes shipping requested? «BusinessProce.. . 3 shipping no enl ist ee shi pper Parties and Facilities + «B usin ess Typ e » Pa rty n a me * in cl u de s re sid e s at +p la ceO fBi rth 1 * + + + + + « Bu sin e ss T yp e» Loca ti on stree t: st ri ng city: st rin g cou n ty: st rin g zip Co d e: st rin g na me 1 * b el o ng s t o 1 «B u sin ess T yp e » Re gion • Routing chooses not 1 i s lo ca te d to enl ist Mediation p la ys * « e nu me ra ti on » * at Ra ci a lCa te gor y «Busi nessP rocess» * « Bu sin e ss T yp e» • 1 appl icant qualificati on « B usi ne ss Typ e» Fa c ili ty a me rica n In di an OrAla ska Nat ive «B usin ess Typ e » « B usi n ess Typ e » Pe rs on a sia n Orga ni za tion h a ve Role + na me : strin g St artE vent 1 Meets standards f or quali fi ed not enlisted b la ckOrA frica nA me rica n h a sL an g ua g e + g e n de r: G en d er 1 * enlistment, appoi nt ment or n at ive Ha wa i ia nO rOth e rP aci ficI sla nd e r + d o b : da te inducti on? 1 whi te + ssn: stri ng d ecl in eT o Re sp on d * + u n iq u eI de n tif ie r + p h o ne n u mbe rs « Bu sin e ss T ype » + f irstNa me : strin g Fore ignLangua geS k ill + m id dl eNam e: st rin g « en u merat io n » « en u me ra tio n » « Bu sin e ss T yp e» « Bu sin e ss T ype » Ge nde r Ma ri ta lStatus + l a stNa me : strin g «B u sin e ss T ype » no + la n gu a g e: st rin g Re c epti on/ T ai ni ng r Duty S ta tion + m arita lS ta tu s: Ma rit a lSt at us Arme d S erv ic e + fi rst : bo o le an Ce nter ma le ma rrie d + p rio r mi lit ary se rvice fe ma le si ng le + p rivile g e s o th e r d ivo rce d appl icant not + p ref eren ce s appl icant not + ra ci al Ca te g ory: Ra cia lCat eg o ry enl ist ed wi th qual if ied f or + e t hn icCat eg o ry: E th ni cCa te g ory « en u me ra tio n » ME PS enlistment/ accession + d e p en d en ts: in t E thni cCa te gory + re lig io u sPref eren ce : strin g d ecl in eT o Re sp on d Translation + e d u ca t io n: E du ca tio n h isp a ni cOrL a tin o n on Hisp a ni cOrL a tin o • UML, UML, UML BPMN SBVR OWL/ RDF Java, C#, DDL, XSD, XBRL, DDL,SQL, BPEL SPARQL WSDL OCL • Source code Virtualized Workflow / Business Rules Infrastructure / • Executables Orchestration Logic Data Access ESB • Test Harness • Documentation Control Configuration10 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  11. 11. MDA/MDD Characteristics Leverages standardized model notations – class diagram or ERD insufficient Focuses on the production of standards based specification views of services and solutions Commoditizes the transformation from specification to implementation via automation – virtualizes the implementation Benefits (25 point plan) Rapid Delivery Efficient maintenance Improves Quality Facilitates integration (modular challenge) Portability across technology platforms Preserves knowledge beyond current contractor / implementation Facilitates effective management (predictability) Facilitates acquisition through common specification language11 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  12. 12. Knowledge Discovery & Patterns Knowledge Discovery The extraction of knowledge from existing assets to preserve knowledge and reduce the cost and risk associated with starting over Various architecture views data, process, dependencies, rules, timing, organization, roles – focus on the areas that will be somewhat stable. Manual and automated approaches – sometimes a meeting is faster Jumpstarts the knowledge management approach – beware the ‘do over’ Facilitates transition from the old way of doing things Patterns Congruent Business Process, Business Data, System Architecture, System Integration and System Implementation patterns – multiple levels Leveraged to optimize Knowledge Discovery Facilitate modeling, specification, testing and communication Used to accelerate forward engineering Important tool for acquisition and program management12 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  13. 13. Opposites Attract – SOA, MDA & Agile Combine the most beneficial and appropriate aspects of each approach Architecture/Modeling Agile “Cons” “Pros” “Pros” “Cons”“Analysis Paralysis” Architecture communication Quickly produces results Reputation as chaoticIs it realistic Framework for business Focus on removal of Refactoring “rework”Is it current? oriented SOA blockages DifferentFamiliarity Consistent integration of Small teams Codified Knowledge services Steady pipeline Relationship to EA Increases Service visibility Sense of urgency How to scale Knowledge retention The Power of Synergy Scale Agile by using models to facilitate architecture compliance and rapid delivery Service models facilitate service re-use through analysis and design time bindings Models are “agile” too – quickly respond to changes in navigation, data, service consumption, and platform/framework targets Model-driven code ensures integration consistency reducing the single largest cause for code “breakage” Leverage repeatable patterns and MDA to rapidly generate all “plumbing” code allowing agile developers to concentrate on UI and extensions V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  14. 14. Service Oriented Application Modernization Getting from here to there Use of existing assets for Modernization to SOA Use of knowledge contained in existing assets and people Potential direct use of assets Why? Modernization is an opportunity to strategically position the portfolio restructure to SOA preserve knowledge facilitate future change put the ‘bonus’ multipliers in place Modernization without restructuring is just re-platforming (same problems, new technology) Modernization leverages current skills and knowledge Modernization can be done iteratively easing the transition14 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  15. 15. Application Modernization Strategy Integrated portfolio management coordinating SOA with replacement and refactoring Twin track solutions and services “Meet in the middle” service growth Baseline and iteration vs big bang Pattern based analysis, architecture, design and transformation Functional equivalence vs implementation equivalence Functional redundancy / duplication vs functional congruency – encapsulate similarities as reusable capabilities Selective automation (reverse and forward engineering) Model Driven forward engineering15 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  16. 16. CBDI-SAE Application Modernization Framework Assess Plan Analyze Deliver Evolve Business Architecture Specification Architecture Organization Architecture Implementation Governance Architecture Process & Tools Delivery Mgt Deployment Quality Mgt Architecture Change Mgt Technology Architecture16 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  17. 17. CBDI-SAE Process Model (SOAM) Business ImprovementConsume Solution Provisioning Solution Solution Business Architecture & Assembly/ Modeling Design Implementation Legacy Application Reengineering Application Knowledge Modernization Discovery Planning Legacy to Service Reengineering Service Oriented Service Provide Architecture Implementation & Design Service Provisioning Information Architecture Solution/Service Solution/Service Solution/Service Solution/Service Enable Platform Platform Design Operations & Deployment Architecture & Installation Management SOA Adoption & Excellence SOA Governance Manage SOA Quality Management SOA Delivery Management Modernization Change Management17 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  18. 18. Typical Iteration (“Sprint”) ProcessSprint Planning (team) 2 to 4 week duration• Identify and prioritize functional scope and objectives• Assign resources and tasks• Establish sprint schedule, delivery goals Sprint Analysis Iterate as Needed • Define data and process • Map data flow thru layers • Identify & detail business rules • Detail new service methods/signatures • Mock UI Interaction Sprint Implementation • Extend generated codebase • Implement remaining business rules Sprint Architecture • Customize user interface • Extend and detail data & functional architecture • Perform unit and integration testing • Select patterns, services & design elements • Model business process/workflow Sprint Review (team) • Identify enabling aspects and blocking aspects • Define sprint process improvements Sprint MDA/MDD Sprint Test/QA • Define service solution improvements (team perspective) • Prepare and perform functional tests • Create/Extend/Refactor models • Perform integration/regression tests • Generate/Compile code artifacts • Document and Track test results • Generate test artifacts • Certify requirements completion • Initial unit and integration testing Sprint Infrastructure Install environment upgrades and adaptations, Ensure required COTS, legacy & service availability User/SME Support for analysis, design, QA, Prioritization Sprint Management Monitor Sprint, Manage internal and external blocks, Re-prioritize activity, Constant communication of tracking to goals V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  19. 19. SOAM Case Study 1: In-situ restructuring Scenario Large Banking organization restructure merges all lending divisions exposing redundant solutions and inconsistent processes and rules. Drivers “Lending is lending” - a suite of common rule based lending services is desired Cost containment, Time to market Modernization Context Personal Lending Lending Mortgage Lending Student Lending Credit Commercial Lending Bureau Credit Bureau19 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  20. 20. SOAM Case Study 1: In-situ restructuring Execution Iteration by Use Case service needs Survey ‘best available provider’ of service need Exposed service proxies from refactored legacy New web functionality built consumes strategic service proxies via ESB Project Outcome Lending Services suite harvested from existing legacy New solution functionality requires only view controller layers and is built using strategic interfaces When legacy is retired, consumers will experience no change (strategic interfaces) Consider this if… Legacy solution has the functionality in some form The legacy transactions can technically be exposed to SOA You have legacy skills You need to minimize the entry costs to SOA The persistence layer can’t be changed20 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  21. 21. SOAM Case Study 2: Portfolio pathfinder Scenario Large Home Improvement retailer wants to modernize from monolithic mainframe based applications to distributed SOA. Data schemas must (initially) remain unchanged to be shared by legacy and the new services as a transitional tactic. The pathfinder is performed on a portion of the portfolio Drivers Burning platform (technology, skills) Duplication of functionality (clone and own), widespread data level coupling Modernization Context Logistics Location Management21 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  22. 22. SOAM Case Study 2: Portfolio pathfinder Execution Two distinct (business and technical) solutions in the portfolio Reverse engineer to UML models for SOAM Pattern based analysis Forward engineered using MDD Outcome A part of the portfolio (+- 5%) has been modernized in a 12 week duration Path forward defined in terms of model driven approach, SOA architecture, effort and cost Several common utility and core services have been provisioned and deployed Consider this if… You perceive redundancy in your portfolio You need to prove a business case You need real data to plan your portfolio modernization You need to prove the approach against a heterogeneous portfolio You want to establish a framework for modernization using a slice of the portfolio22 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  23. 23. SOAM Case Study 3: BP Modernization Scenario Government Agency modernizes a key business process with an SOA solution that maximizes the use of COTS components while minimizing vendor lock in and providing presentation channel openness. No desire to start from first principles, legacy has all the required information. Drivers Optimization of the business process (cost containment, process pendency) Reduce vendor dependency through SOA and standards Modernization Context Business Process G2C COTS Case Mgt Content Mgt COTS23 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  24. 24. SOAM Case Study 3: BP Modernization Execution BPMN Models and User stories are Product Backlog Combination of COTS and Model Driven Agile integrating via SOA Candidate Services and COTS components identified Agile Model driven approach 4X 4 week Sprints Services and Solution generated from UML models and enriched solution UML Project Outcome 42 user stories, 2 portals (75 web pages total), 29 services, 5 COTS products (excl. platform), Model based SOA facilitated smooth integration and rapid refactoring Consider this if… You have funding and buy in around a specific set of business processes Your core business processes need to be modernized (process and/or implementation) The business process may include parts that could be useful services to others The business process is large grained and can be restructured to leverage services24 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  25. 25. Summary 25 point plan requires comprehensive action to achieve inflection • Make IT more cost effective • Provide better more responsive support to the business/mission • Reduce the risk and cycle-time of IT development programs • Reduce redundancy and improve consistency through reuse Modernization efforts are a unique opportunity to position for the future while addressing the OMB 25 point plan The flexible modernization framework presented combines Agile, SOA and MDA to optimize the modernization path based on your business requirements25 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc
  26. 26. Specialists in Service Oriented Application Modernization Denzil Wasson dwasson@everware-cbdi.com www.everware-cbdi.com26 V1.0 03 11 www.everware-cbdi.com © 2011 Everware-CBDI Inc

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