Andre Tost S G M M

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Andre Tost S G M M

  1. 1. This Presentation Courtesy of the International SOA Symposium October 7-8, 2008 Amsterdam Arena www.soasymposium.com info@soasymposium.com Founding Sponsors Platinum Sponsors Gold Sponsors Silver Sponsors SOA Symposium October 7-8, 2008, Amsterdam The IBM SOA Governance and Management Method (SGMM) André Tost Senior Technical Staff Member, SOA Technology IBM Software Services for WebSphere © 2008 IBM Corporation 1
  2. 2. SOA Symposium Agenda  Governance Definitions  Governance Lifecycle  SOA Governance and Management Method  SOA Governance and Organizational Changes  SOA Governance Lessons Learned  Summary 3 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Governance Definitions 4 SOA Governance and Management Method © 2008 IBM Corporation 2
  3. 3. SOA Symposium What is Governance? Establishing chains of responsibility, authority and communication to empower people (decision rights) Establishing measurement, policy, standards and control mechanisms to enable people to carry out their roles and responsibilities What is Management? Governance determines who is responsible for making the decisions; Management is the process of making and implementing the decisions 5 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium What is Governance? It’s all part of Corporate Governance What is IT governance? Establishing decision making rights associated with IT Establishing mechanisms and policies used to measure and control the way IT decisions are made and carried out Corporate Governance What is SOA governance? SOA A specialization of IT governance Governance focused on the lifecycle of services to ensure the business value of SOA IT Governance SOA Governance is a catalyst for improving overall IT governance 6 SOA Governance and Management Method © 2008 IBM Corporation 3
  4. 4. SOA Symposium The relationship between IT and SOA governance Key IT governance decisions* Key SOA governance decisions IT principles SOA business and SOA IT principles IT architectural decisions SOA architectural decisions IT infrastructure SOA infrastructure Business application needs Service portfolio needs IT investment and prioritization Service candidate funding and prioritization SOA GOVERNANCE * IT Governance: How Top Performers Manage IT Decision Rights for Superior Results, Peter Weill and Jeanne W. Ross. 7 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium What Constitutes a Governance Model  Principles – Policies – Standards – Best Practices  Method – What & How do I tailor the model for individual projects  Governance Processes – Exception and Appeals Process – Compliance – Vitality – Communication  Governance Organizational Structure Governance  Governance Roles and Responsibilities Foundational – Establishment of decision rights Building Blocks 8 SOA Governance and Management Method © 2008 IBM Corporation 4
  5. 5. SOA Symposium Mechanics of the Governance Model Business IT Principles Principles Compliance Policies Standards Guide Governed Communication Processes Vitality Managed by Implemented by Monitored by Governance Procedures Standards & Mechanisms Metrics Supported by TRAINING TOOLS Exception/Appeals 9 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium 14 Critical Processes That Constitute an Effective SOA Governance Model Implementation Compliance Service Service Service Service Planning Modeling Implementation Management Define Service Identify Services Design Services Manage Quality of Focus Process Process Process Service Process Communication Vitality Identify Service Specify Services Assemble Manage Service Owners Process Process Services Process Levels Process Define Service Realize Services Test Services Manage Service Funding Process Process Process Change Process Deploy Services Manage Service Process Security Process Exception/Appeals Establishing decision rights By effectively establishing governance Defining high value business services mechanisms in these 14 areas, clients Managing the lifecycle of assets can address these common challenges: Measuring effectiveness 10 SOA Governance and Management Method © 2008 IBM Corporation 5
  6. 6. SOA Symposium The SOA Governance Model defines check points for compliance and vitality at critical points in time along the service development life cycle. Project Inception Solution Outline Macro Design Micro Design Build & Test Deploy Compliance Check Point •If a project is compliant it can move onto the next phase Vitality Check Point otherwise changes may be necessary. •Each check point process defines the different documentation required for that review. •Compliance at project inception deals with design direction decisions and funding. •Vitality check points help ensure the SOA architecture stays current. 11 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Governance Life Cycle 12 SOA Governance and Management Method © 2008 IBM Corporation 6
  7. 7. SOA Symposium SOA Governance and Service Lifecycle Assemble solution Deploy  Design the architecture solution  Develop the service  Deploy to  Test the functionality infrastructure  Test the system Model business processes  Identify business domain Manage / operate  Assign ownership system  Allocate funding  Manage access  Model the service  Monitor the service - Identify the service  Manage versions - Specify the service  Manage retirement - Realize the service Effective SOA governance must:  Help define guiding decisions around these processes  Evolve these guiding decisions with changing needs  Properly enforce these guiding decisions  Ensure that the perspective of both service providers  Communicate these guiding decisions effectively and consumers are properly met 13 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium SOA Governance Lifecycle Scope the Governance Need Design the Governance Approach  Define/modify governance processes  Document and validate business strategy for SOA and IT  Design policies and enforcement mechanisms  Assess current IT and SOA capabilities  Identify success factors, metrics  Define/Refine SOA vision and strategy  Identify owners and funding model  Review current Governance capabilities  Charter/refine SOA Center of Excellence and arrangements  Design governance IT infrastructure  Layout governance plan Put the Governance Model Manage & Monitor into Action the Governance Processes  Deploy governance mechanisms  Monitor compliance with policies  Deploy governance IT infrastructure  Monitor compliance  Educate and deploy on expected with governance arrangements behaviors and practices  Monitor IT effectiveness metrics  Deploy policies 14 SOA Governance and Management Method © 2008 IBM Corporation 7
  8. 8. SOA Symposium Critical questions that define scope for SOA governance How do I define, enforce, and communicate What run-time platforms help required standards across the service lifecycle? automate the implementation of governance? How do I ensure governance when consuming and producing services? How do I phase the implementation of SOA governance? What can I reuse from my existing IT governance model? What is our SOA vision and strategy?  Chains of responsibility  Measurement How do I measure our model and the effectiveness of services?  Policies  Control mechanisms What metrics and key performance indicators will we use?  Communication 15 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Decision questions continued  What – What do you want to govern (schemas, Application, Process (versions, environment, publication, requirement gathering, ...), Endpoint, Service definition, Service, Business Object, Service implementation, Service interface, Policy, Message schema, Interface, Resource, Business process, ...  ROI and monitoring – How do you measure the governance effectiveness and (IT effectiveness and the ROI) – What decisions must be made to ensure effective management and use of IT? – How will these decisions be made and monitored? – What services are available? How long will they be supported? – How is service re-use enforced (a service directory is only part of the process, re-use is also a cultural and procedural issue)? 16 SOA Governance and Management Method © 2008 IBM Corporation 8
  9. 9. SOA Symposium Conformity and Validity Checkpoints for Effectiveness Governance Service Process Lifecycle Examples for SOA vitality SOA CoE Project  Impact Management  Funding Vitality  Reuse Checkpoints Exit  Training Criteria  Principles Conformance Checkpoints Examples for SOA conformance  Requirements sufficiency Effectiveness Efficiency  SOA platform (Doing the SOA (Doing the Right Things) Solution Things Right)  Service ownership  Service realization  Standards granularity Governance processes are using at least two levels of  Security regulations detail: based on the service lifecycle, and for each  Integration contracts service lifecycle step. They are separate from project management. 17 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium SOA Governance and Management Method (SGMM) 18 SOA Governance and Management Method © 2008 IBM Corporation 9
  10. 10. SOA Symposium IBM SOA Governance and Management Method Establish the Define the Method Governance Need Governance Approach  Customer tested IBM SOA Governance and Management Method  Detailed governance process guidance  Comprehensive framework and processes span lifecycle of SOA governance  Methodology to help clients establish Monitor and Manage the Deploy the Governance SOA Centers of Excellence Governance Processes Model Incrementally Workproducts Customer Value  SOA Business and IT Governance  Foundation to realize SOA business benefits Principles  Leverages existing Governance structures  Customized processes  Methodology and tools based on best practices and thought  Center of Excellence Organization leadership and support for open standards  Roles and responsibilities  Skills and experience gained from many SOA engagements  Defined metrics  Catalyst to align business and IT strategy  SOA Governance Transition Plan 19 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium SOA Governance & Management Method Plan Define Enable Measure Determine the Define the SOA Implement the SOA Refine the SOA Governance Focus Governance Model Governance Model Governance Model Understand current Implement the Define and refine Measure effectiveness governance structures transition plan governance processes governance processes Create IT governance Initiate SOA Org baseline Define organizational Changes Measure effectiveness change of organization change Define scope of Launch the SOA Center governance of Excellence Define IT changes in Review and refine Conduct change SOA development Implement operational environment readiness survey infrastructure for SOA Continuous SOA Governance Process Measurement & Improvement Define the scope of Define new governance Begin implementation of the Monitor composite governance: business, processes for services and SOA Center of Excellence, application performance development governance or define SOA governance Skills Enablement, and adjust; Monitor service management or all of mechanisms such as the SOA Organizational Change, effectiveness of governance the above Center of Excellence Infrastructure Change, etc. changes 20 SOA Governance and Management Method © 2008 IBM Corporation 10
  11. 11. SOA Symposium It is critical to understand the current environment and identify what can be reused from an IT, Business, Governance and Organizational perspective. 1.0 Plan: Phase Overview Key Work Products 1.1 Project Start Up 1.1.1 1.1.2 1.1.3  Work Breakdown Structure and Task: Gather Current Task: Conduct Method Project Plan Task: Conduct Kickoff State Documentation Tailoring Workshop Meeting  Current IT Assessment  Current Organizational Assessment  Principles Policies and Guidelines 1.2  Standards Activities SOA Business Discovery  Operational Model  Current IT Environment 1.2.1 Task: Determine 1.2.1 1.2.1  Capability Interview Findings Task: Identify SOA Task: Create the IT Existing Governance Business Principles Governance Baseline  Change Readiness Interview Structure Findings  Change Readiness Assessment  Situational Analysis And Impact 1.3 Report Determine IT Environment Readiness 1.2.1 1.2.1 1.2.1 Task: Measure Task: Define and Task: Understand Governance conduct change Current IT Environment Capabilities readiness survey 21 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Example: Service Integration Maturity Model (SIMM) Dynamically Composite Virtualized Re-Configurable Silo Integrated Componentized Services Services Services Services Business Function Function Function Service Service Service Service View Oriented Oriented Oriented Oriented Oriented Oriented Oriented SOA and IT SOA and IT SOA and IT Organization Ad hoc IT Ad hoc IT Ad hoc IT Emerging SOA Governance Governance Governance Governance Governance Governance Governance Alignment Alignment Alignment Structured Object Component Service Service Service Grammar Methods Analysis & Oriented Based Oriented Oriented Oriented Oriented Design Modeling Development Modeling Modeling Modeling Modeling Process Process Dynamic Applications Modules Objects Components Services Integration via Integration via Application Services Services Assembly Dynamically Re- Monolithic Layered Component Emerging Grid Enabled Architecture SOA Configurable Architecture Architecture Architecture SOA SOA Architecture Dynamic Platform Platform Platform Platform Platform Platform Infrastructure Sense & Specific Specific Specific Specific Specific Neutral Respond Level 1 Level 2 Level 3 Level 4 Level 5 Level 6 Level 7 22 SOA Governance and Management Method © 2008 IBM Corporation 11
  12. 12. SOA Symposium The future SOA governance model includes reusable elements from the existing model and SOA Specific processes, policies, standards and mechanisms. 2.0 Define: Phase Overview Key Work Products 2.1 Refine SOA Principles and Standards 2.1.1 Task: Update 2.1.2 Task: Update SOA SOA Business IT Principles & Principles Standards  Work Breakdown Structure and Project Plan  Updated Principles Policies and 2.2 Guidelines Create SOA Governance Framework  Updated Standards 2.2.1 Task: Define 2.2.2 Task: Establish 2.2.3 Task: Define or  Service Ownership Model Service Ownership Model SOA Governance Modify Governance  Activities Process Definition Mechanisms Processes  RACI Matrices (Responsible/Accountable/Consult/I 2.2.4 Task: Define 2.2.5 Task: Document 2.2.6 Task: Define Roles nform) Metrics SOA Governance & Responsibilities for new  Change Readiness Interview Mechanisms Organization Findings  Change Readiness Assessment  Situational Analysis And Impact 2.3 Report Create SOA Center of Excellence (C0E) 2.3.1 Task: Create the 2.3.2 Task: Elaborate CoE Structure the SOA CoE 23 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium The future SOA governance model includes reusable elements from the existing IT model and SOA Specific processes, policies, standards and mechanisms. 2.0 Define: Phase Overview 2.4 Key Work Products Define Development & Operational Aspects 2.4.1 Task: Define 2.4.2 Task: Define 2.4.3 Task: Define quality Policies for Service Quality Gates for gates for operational Reuse, IT Compliance Development Processes processes & Security  Measurement Program  SOA Governance mechanisms  Job Roles - Responsibilities and Competencies 2.5  Future organizational Design Define SOA Gov Tools and Infrastructure  Procedures Documentation Activities 2.5.1 Task: Define Tools & Infrastructure Building Blocks for SOA  Quality gate check Governance  Key Decision Record  Communications Plan  Education Plan 2.6 Create SOA Governance Plans  Mentoring Plan 2.6.1 Task: Build SOA 2.6.2 Task: Define the  Transition Plan Governance Plans SOA Transition Plan 2.7 Exit Review 2.7.1 Task: Operational Change Readiness Checkpoint 24 SOA Governance and Management Method © 2008 IBM Corporation 12
  13. 13. SOA Symposium In the Enable Phase, the SOA Governance Model defined in the previous phase is implemented. 3.0 Enable: Phase Overview Key Work Products 3.1 Execute Enablement  Updated Work Breakdown Structure and Project Plan 3.1.1 3.1.2 3.1.3 Task: Execute the Task: Initiate SOA Task: Initiate the SOA  Updated Transition Plan Transition Plan Governance Center of Excellence (CoE)  Updated Communications Plan Organization Changes  Updated Education Plan Activities  Updated Mentoring Plan 3.1.4 3.1.5 Task: Initiate the SOA 3.1.6  Updated Procedures Documentation Task: Initiate the SOA Task: Initiate the SOA Governance Governance Mentoring Governance Education  Updated Key Decision Record Communication Plan Plan Plan 3.1.7 3.1.8 Task: Update/Refine Task: Implement Tools the Transition Plan and Infrastructure for SOA Governance 25 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium The Measure Phase continues after the end of the engagement. It monitors the how well the processes, policies, and mechanisms put in place are meeting the SOA’s need. It is the Improvement opportunity, to add, modify or remove processes based on their performance. 4.0 Measure: Phase Overview Key Work Products 4.1 Execute Measurement  Measurement Reports  Updated Transition Plan  Updated Procedures Documentation 4.1.1 4.1.2 4.1.3 Task: Measure the Task: Measure the Task: Review and Refine  Updated Key Decision Record Effectiveness of the Effectiveness of the Operational SOA Governance Organizational Changes environment Process Activities 4.1.4 Task: Review and Refine the SOA Governance Dashboards 26 SOA Governance and Management Method © 2008 IBM Corporation 13
  14. 14. SOA Symposium SOA Governance and Organizational Changes 27 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium SOA Center of Excellence (COE) A proven cross-LOB organizational and delivery model for SOA Governance Manage the SOA Lifecycle Change management including policies for publishing, using and Provide SOA Measuring retiring services Provide Skills Transfer & Infrastructure to help govern Best Practices access and monitor service vitality Early Proof of Concepts Visibility to usage and project Identify skills gaps and create information development roadmaps Business and IT dashboards Drive use of new technologies and techniques such as BPM Provide Architecture Vitality Provide Architectural & Thought Leadership Center Authority Continuously assess, refine and architecture framework and of Single point of accountability and communicates SOA best supporting assets based on internal & external influences Excellence practices, assets, and patterns, Conduct SOA Architecture Define High Value Reviews Business Services Perform independent design and Modeling business processes, architecture reviews for key information services Best applications and infrastructure Establish Decision Rights practices for identifying Service portfolio planning and and defining shared services organizational design Assets and best practices 28 SOA Governance and Management Method © 2008 IBM Corporation 14
  15. 15. SOA Symposium SOA CoE Structure - Summary  Key touch points to/from LOBs Role Summaries  Communicates business needs, priorities  Sets SOA vision, principles, policies  Prioritizes SOA efforts; allocates  Sets SOA standards, Executive Steering SOA funding policies Committee  Resolves exception requests  Defines all SOA architecture elements (Tech., application, data, Core CoE Team security…)  Sets business  Provides thought direction and priorities leadership  Authorizes funding Business  Harvests assets  Enforces SOA Relationshi  Supports SOA mandate SOA p Directors development and  Resolves disputes Board operations (final)  (Permanent roles) Architecture Office  Pool of skilled resources CoE Sub- Project  Executes day-to-day Teams SOA functions Teams (Project Team  (Rotational) roles Authority)  Develops applications using SOA assets, guidance of the CoE =SOA Architecture Review Board  Ensures project-level compliance 29 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium The SOA Governance Organization and Its Relationship to IT Governance CIO Biz Admin New Biz Dev Rel. Mgmt Sales Product Finance SOA Head IT Chief Domain Domain Domain Domain Domain Domain Executive Strategist Architect Owner Owner Owner Owner Owner Owner Sponsor IT Executive Steering Committee SOA Business Business Lead Business SOA Director Relationship Business Relationship Services Chief Director Relationship Director Champion Architect Directors SOA Board Service SOA Data Service Registrar Architect Developer Business Business SOA Security Service Integration Analyst Analyst Architect Architect Specialist Finance Typical Domain ……… Domain SOA Operations Service Architect Tester Domains SOA Core Team SOA CoE 30 SOA Governance and Management Method © 2008 IBM Corporation 15
  16. 16. SOA Symposium Projects and LOB organizations interaction with COE Customer Vertical n LOB - 1 LOB - 2 ……………………………………... App 1 App 2 ……….. App n Project Teams Solution Business Architectural Mediation Gatekeeper of Project architecture service Manage re-usable SME, guidance for developers coordination leadership, metadata, assets developed business to IT leveraging ESB and Web and Program technical augment asset from ESB liaison services Services coordinator direction for repositories with implementations specialist building assets service metadata Lead Business Integration Integration Service Registrars Knowledge & Project Architect (s) Service Analyst (s) Architect (s) Specialist (s) & Librarian Asset Manager coordinator COE Core Team Business Service Director Chief Architect Champion COE Leadership Team 31 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Lessons Learned 32 SOA Governance and Management Method © 2008 IBM Corporation 16
  17. 17. SOA Symposium SOA Governance Requires a Methodological and Rigorous Approach to be Successful A comprehensive approach is needed to implement effective SOA governance that will:  Assess the current organizational context of your organization  Define a governance model that the organization will accept and embrace  Leverage tooling to make governance operational and automatic  Function based on best practices, processes, principles, policies and a methodology Watch out for some potential traps in implementing SOA governance:  SOA governance is not “one size fits all”  SOA governance is not driven by tools  SOA governance addresses the uniqueness of service orientation. Leverage and extend IT governance to achieve SOA governance  SOA governance requires a non-siloed, consistent approach 33 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium SOA Governance Factors to Consider MUST DO’S It’s More about Organizational Change and Processes, Less about Tooling 1. Garner C-level backing across the board 2. Engage the business and drive business value 3. Establish an SOA funding model for the long term 4. An enterprise architecture facilitates initial establishment of SOA governance 5. Commit to roles, responsibilities and resources 6. Socialize the governance model 7. Be Ready for SOA 34 SOA Governance and Management Method © 2008 IBM Corporation 17
  18. 18. SOA Symposium Lesson #1 – “C-level” Backing Across the Board  SOA Governance absolutely requires buy-in and active support from the CxO level. It’s not enough to have the CIO on-board; the other CxO’s need to bring home the priority of SOA efforts to LOBs (where the funding often is).  Lack of real “C-level” understanding, commitment, and active support for SOA leaves governance efforts impotent, as incentives and enforcement for SOA on LOB projects are lacking.  With large-scale projects, SOA is often a sidecar to a bigger program effort; it will dwindle and eventually fail if the program is focused on “core” BAU functions that are challenging enough. CxOs can ensure that SOA stays center stage (or at least on it!).  Leadership absolutely must participate in the early stages of governance to clearly define the strategy, vision, principles, and processes for business to IT processes like funding.  This doesn’t mean that the CEO needs to be thinking about SOA every day; but they do have to lay down the law for compliance and back it up, even at the cost of short-term project delays. 35 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Lesson #2 - Engage the Business and drive Business Value  An effective governance organization will have representation from both IT and the business.  This business participation is crucial so that business needs / requirements can be properly represented.  Avoid “this is how it was done …”.  Many times LoB’s will also own the various applications that provide required business functionality and which may be the foundation for many services  By focusing on driving business value SOA and the need for SOA governance becomes contagious across the organization. A dedicated focus on value will promote and facilitate LOB buy-in 36 SOA Governance and Management Method © 2008 IBM Corporation 18
  19. 19. SOA Symposium Lesson #3 – Establish SOA Funding Model for the Long Term  There must be commitment to funding the dedicated resources necessary for SOA stewardship (COE & Gov.). While “doing” SOA doesn’t necessarily mean wholesale organizational change, there will need to be resources dedicated to SOA.  Roles and responsibilities (short & long term) for the COE in particular must be carefully planned and funded. Understaffing SOA Governance or the COE as a token nod to their importance is an SOA killer.  Some Governance roles will need to be permanent, and possibly full-time – plan and fund accordingly.  Centralized, deep-skill SOA resources with an enterprise view for SOA are often planned for at the start. In most cases, however, some subset will need to continue to play an active role – perhaps as a shared pool that projects can leverage.  Funding for projects must be linked to the governance processes so that there is no way around them. If there’s any way to shortcut the process, projects will take it.  Funding for SOA should seem to LOB projects like an advantage – not a penalty. A creative model that rewards the LOB for serving the enterprise at large is essential. 37 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Lesson #4 - An Enterprise Architecture facilitates initial establishment of SOA governance  True SOA isn’t a departmental effort; it spans the enterprise*. Without access to an enterprise-level view of data, processes, interfaces, systems, service consumers, etc., it’s impossible to plan for enterprise-level reuse.  Project members usually don’t have visibility to entities and processes of other LOB’s nor the time to hunt them down to design every service for reusability. So, SOA becomes SOI – Services are used as EAI glue only; little to no reuse or business relevance. EA artifacts provide the necessary cross LOB visibility required by all parties.  SOA Governance needs a baseline to manage to; without EA, there is no foundation to govern against. 38 SOA Governance and Management Method © 2008 IBM Corporation 19
  20. 20. SOA Symposium Lesson #5 – Commitment to Roles, Responsibilities, and Resources  All too often, SOA roles and responsibilities are just piled on top of client personnel’s “day job”, so commitment to SOA falters. Clients often assign only 1-2 resources to participate in the governance design part-time, so the effort takes much longer and ends up a poor, ineffective fit for the organization.  There’s no getting around it: for SOA Governance implementations, some dedicated SOA resources will be necessary. We need to understand the existing roles & responsibilities of the folks tapped to participate to know how much time they will be able to commit to SOA.  Leadership must understand the level of effort required and enable enough key resources to make governance effective. 39 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Lesson #6 – Get the Message Out  Too often, SOA fails because the right people don’t understand the “So what” for SOA relevant to them and the enterprise at large. An SOA evangelist, someone in leadership with influence, deep business knowledge, and a keen understanding of the value in SOA can make a big difference in getting and keeping buy-in.  Communication of SOA concepts, efforts, governance how-to’s, and COE offerings is often the difference between SOA success and failure. Involve some folks (S&C) skilled in formal communication and education campaigns.  Metrics are the key to knowing the effectiveness of any effort. Collect data periodically to make sure SOA is gaining traction in projects, that it’s widely understood conceptually, that folks know where to turn, etc.  The COE’s role(s) must be understood, documented, and propagated so that it can play an effective role across LOBs. With deeply skilled resources, the COE can be a massive influence on the success of SOA in projects – but people have to know it’s there and what it does. 40 SOA Governance and Management Method © 2008 IBM Corporation 20
  21. 21. SOA Symposium Lesson #7 – Be Ready for SOA  SOA requires a certain level of IT maturity. Likewise, SOA Governance requires a certain level of business and IT governance maturity. Take the time to make an impartial evaluation of readiness and start at the right level.  Environment overhaul and wholesale outsourcing introduce substantial chaos in the transition period. Establish some stability first, or address SOA foundation efforts and areas that are relatively stable for SOA. Otherwise, to ensure the success of SOA in the storm, significant project oversight and a deep commitment to SOA aspects is required.  If we’re boiling the ocean, and SOA is to stay afloat, it’s crucial that we don’t just replicate “business as usual”. Silo-oriented LOBs need to be evaluated and possibly restructured to enable enterprise-wide efforts and cooperation. Involve some Change experts from the beginning to facilitate this. 41 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Summary 42 SOA Governance and Management Method © 2008 IBM Corporation 21
  22. 22. SOA Symposium Summary  Governance is about establishing chains of responsibility, policies and control points.  The execution of key governance processes can be vastly improved through the use of software  The SOA Governance and Management Method offers a comprehensive methodology for formally establishing SOA Governance in an orgnization  Center of Excellence is a proven organizational structure often used to establish governance and realize an SOA roadmap  Always consider the following SOA Governance factors: – C-level sponsorship – Engage the business – Define a Funding Model – An EA facilitates the initial establishment of SOA governance – Commit to roles, responsibilities and resources – Get the message out – Be ready for SOA 43 SOA Governance and Management Method © 2008 IBM Corporation SOA Symposium Rational Method Composer SOA Governance & Management Model Plug-In  “How To” Guide for SOA Governance Implementation  Free 44 SOA Governance and Management Method © 2008 IBM Corporation 22
  23. 23. SOA Symposium Thai Traditional Chinese Russian Gracias Spanish Thank English You Merci French Obrigado Brazilian Portuguese Arabic Grazie Danke Italian German Simplified Chinese Japanese 45 45 SOA Governance and Management Method © 2008 IBM Corporation 23

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