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Application Transformation
Building Building CompetitiveCompetitiveApplicationsApplications
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© 2004 Progress Software Corporation2 OpenEdge Reference Architecture Seminar Series
AgendaAgenda
Current Challenges OpenEdge Reference Architecture Application Transformation
– Challenges and Guidelines
– The Zachman Framework
– The Application Transformation Approach Next Steps
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© 2004 Progress Software Corporation3 OpenEdge Reference Architecture Seminar Series
TransformationTransformationThe Musée d'Orsay
From 17th century gardens– To 18th century hotel
– To 19th century railway station To 21st century art museum
http://www.musee-orsay.fr
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© 2004 Progress Software Corporation4 OpenEdge Reference Architecture Seminar Series
Application TransformationApplication Transformation
““Describes the process of Describes the process of applying changes to the form, applying changes to the form, design, and/or function” of a design, and/or function” of a legacy applicationlegacy application
William Ulrich (2002)Legacy Systems – Transformation Strategies
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© 2004 Progress Software Corporation5 OpenEdge Reference Architecture Seminar Series
OpenEdge Transformation ResourcesOpenEdge Transformation Resources
Provide a fully documented methodology
Supplement the methodology with tools, templates, and samples
Assist partners with their application transformation efforts
Method for transforming applications
Providing assistance in evolving to modern methods, enabling you to deliver more
competitive applications
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© 2004 Progress Software Corporation6 OpenEdge Reference Architecture Seminar Series
OpenEdge Transformation ResourcesOpenEdge Transformation Resources
Standardized methodology for Progress Collection of tools, papers, and information
on moving applications forward Reflection of experiences and efforts from
the entire Progress community
Not a silver bullet, nor a red button!
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© 2004 Progress Software Corporation7 OpenEdge Reference Architecture Seminar Series
How do you Transform an Application?How do you Transform an Application?
Legacy Application
Modern ApplicationJust start coding, right?
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© 2004 Progress Software Corporation8 OpenEdge Reference Architecture Seminar Series
Words of WisdomWords of WisdomIts a different world
“ “You cannot solve the You cannot solve the problems of the presentproblems of the present with the solutions that with the solutions that produced them.”produced them.”
Einstein
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© 2004 Progress Software Corporation9 OpenEdge Reference Architecture Seminar Series
Transformation ChallengesTransformation Challenges
Monolithic design Thousands of programs, and lines of code Inconsistent standards Complex dependencies Functional fragmentation Elusive system semantics Redundancy, little reuse Brittle to enhancement or change Lack of documentation Lack of transformation tools
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© 2004 Progress Software Corporation10 OpenEdge Reference Architecture Seminar Series
Why Transformation Projects FailWhy Transformation Projects Fail
Flawed or incomplete transformation strategy Relying on technical expertise alone Inadequately trained people tied to old technologies “We know our application inside-out!” Little time spent gathering or validating requirements Architecture is not the primary consideration No recognition of a distinctive transformation process Inadequate planning and weak resolve to follow plans Lack of long-term commitment from management Management predetermines technical decisions
Adapted from Bergey, Smith, Tilley, Weiderman, and Woods, Why Reengineering Projects Fail (CMU/SEI-99-TR-010). Carnegie-Mellon Software Engineering Institute
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© 2004 Progress Software Corporation11 OpenEdge Reference Architecture Seminar Series
Guidelines for Transformation SuccessGuidelines for Transformation Success
Formulate a complete and coherent strategy Technical expertise and disciplined management Invest in training people on new technology Invest in learning what you don’t know Gather and validate requirements with customers Architecture is the foundation Establish an appropriate transformation process Invest in planning and discipline to execute plans Commit to transformation as a long-term investment Technical decisions based on proper analysis
Adapted from Bergey, Smith, Tilley, Weiderman, and Woods, Why Reengineering Projects Fail (CMU/SEI-99-TR-010). Carnegie-Mellon Software Engineering Institute
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© 2004 Progress Software Corporation12 OpenEdge Reference Architecture Seminar Series
A Model to Make Sense of Chaos…A Model to Make Sense of Chaos…
Logical Design
Physical Design
Implementation
Deployment
Conceptual
Context
Adapted from John Zachman, The Zachman Framework, Zachman Institute for Framework Advancment
Data
(what & where ?) Function (how?)
Network (where?)
People
(who?)
Time
(when?)Motivation (why?)
What, how, where, who, when & why?
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© 2004 Progress Software Corporation13 OpenEdge Reference Architecture Seminar Series
Zachman FrameworkZachman FrameworkData(what?)
Function(how?)
Network(where?)
People(who?)
Time(when?)
Motivation(why?)
Contextual(Scope)
List of important business entities
List of core business processes
List of business locations
List of important users and user groups
List of important business events
List of business goals
Conceptual(Business Model)
Conceptual Data Model
Business Process Model
Business Logistics
Business Workflow Model
Master Schedule
Business Plan
Logical Design(System Model)
Logical Data/Class Model
Application Architecture
Distributed Architecture
Human Interface Architecture
Processing Structure
Business Rule Model
Physical Design(Technology Model)
Physical Data/Class Model
Component Design
Technology Architecture
Presentation Architecture
Control Structure
Rule Designs
Physical Implementation(Application)
Data Definitions
Programs Network Architecture
Security Architecture
Timing Definition
Rule Specifications
Deployment(Operation)
Data Function Network Organization Schedule Strategy
Adapted from John Zachman, The Zachman Framework, Zachman Institute for Framework Advancment
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© 2004 Progress Software Corporation14 OpenEdge Reference Architecture Seminar Series
Zachman FrameworkZachman Framework
Application Transformation projects carry a significant level of risk…
…which must be managed and mitigated by gathering complete and accurate information through a methodical process of discovery and
analysis
The Zachman Framework helps to identify and analyze areas that are relevant to a given application transformation scenario
Simply a mental model
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© 2004 Progress Software Corporation15 OpenEdge Reference Architecture Seminar Series
Ab
stra
ctC
on
cret
e
Legacy Application Modern Application
Logical Design
Physical Design
Implementation
Deployment
Conceptual
Context
Logical Design
Physical Design
Implementation
Deployment
Conceptual
ContextA
nal
yze
& M
od
elRedesign
& Harvest
Bu
ild &
Test
You Need a Model for TransformationYou Need a Model for Transformation
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© 2004 Progress Software Corporation16 OpenEdge Reference Architecture Seminar Series
Application Transformation ApproachApplication Transformation Approach
Phase 1 Transformation
Assessment
Phase 1 Transformation
Assessment
Phase 2 Analysis
& Modeling
Phase 2 Analysis
& Modeling
Phase 3Redesign
& Harvesting
Phase 3Redesign
& Harvesting
Phase 4Build & Test
Phase 4Build & Test
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© 2004 Progress Software Corporation17 OpenEdge Reference Architecture Seminar Series
In iterative process to transform your application
Awareness TransformationAssessment
Analysis & Modeling
Redesign & Harvesting Build & Test Transformation
Continues
Engagement
Capability Gap Fulfillment
Project Planning & Management
Commitment
Application Transformation ApproachApplication Transformation Approach
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© 2004 Progress Software Corporation18 OpenEdge Reference Architecture Seminar Series
Transformation is an Iterative ProcessTransformation is an Iterative ProcessA
pp
licat
ion
P
artn
er
2nd Iteration Nth Iteration
…
1st Iteration
Tec
hn
ical
E
mp
ow
erm
ent
Monitoring
Spot Mentoring
Mentoring
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© 2004 Progress Software Corporation19 OpenEdge Reference Architecture Seminar Series
Formulate an effective application transformation plan that aligns with business goals – Current business position, business goals,
and business strategy
– Overview of legacy application including new functional and non-functional requirements
– Assessments of the current infrastructure Technology, people and skills, processes, and
organizational capability
Phase 1 – Transformation AssessmentPhase 1 – Transformation Assessment
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© 2004 Progress Software Corporation20 OpenEdge Reference Architecture Seminar Series
Capture and develop a set of models to represent the form and function of the legacy application
Compile an inventory of physical legacy artifacts which may feasibly be harvested for reuse
Phase 2 – Analysis & ModelingPhase 2 – Analysis & Modeling
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© 2004 Progress Software Corporation21 OpenEdge Reference Architecture Seminar Series
Phase 3 – Redesign & HarvestPhase 3 – Redesign & Harvest
Transform the models captured from the legacy system into models for the target application
Extract and rework the physical legacy artifacts listed in the harvest inventory
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© 2004 Progress Software Corporation22 OpenEdge Reference Architecture Seminar Series
Phase 4 – Build & Test Phase 4 – Build & Test
Build and test a new, modern application using the redesigned models and the harvested legacy components
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© 2004 Progress Software Corporation23 OpenEdge Reference Architecture Seminar Series
““It is not the strongest of It is not the strongest of the species that survives, the species that survives, nor the most intelligent, nor the most intelligent, but the one that responds but the one that responds to change.”to change.”
Charles Darwin
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© 2004 Progress Software Corporation24 OpenEdge Reference Architecture Seminar Series
Formalized approach Industry standards Architecture-centric Combines management and technology Reduced risk Enhanced quality Expanded capabilities Organizational learning Applications aligned with business goals
Key benefitsApplication Transformation ApproachApplication Transformation Approach
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© 2004 Progress Software Corporation25 OpenEdge Reference Architecture Seminar Series
Benefits of a Competitive ApplicationBenefits of a Competitive Application
Greater marketability Greater sales penetration Higher revenue Enhanced business agility Enhanced organizational capability Improved efficiencies / reduced overheads Greater profitability
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© 2004 Progress Software Corporation26 OpenEdge Reference Architecture Seminar Series
Recommended Reading Recommended Reading
Books– Software Architecture in Practice
ISBN 0-321-15495-9
– Documenting Software Architectures ISBN 0-201-70372-6
– Legacy Systems ISBN 0-13-044927-X
– Modernizing Legacy Systems ISBN 0-321-11884-7
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© 2004 Progress Software Corporation27 OpenEdge Reference Architecture Seminar Series
Review and DiscussionReview and DiscussionApplication transformation
Challenges and Guidelines The Zachman Framework The Application
Transformation Approach
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© 2004 Progress Software Corporation28 OpenEdge Reference Architecture Seminar Series
AgendaAgenda
Current Challenges OpenEdge Reference Architecture Application Transformation Next Steps
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© 2004 Progress Software Corporation29 OpenEdge Reference Architecture Seminar Series
Next Steps Next Steps
Start NOW– Business plan– Application roadmap, using the Reference Architecture– Get to the current environment (Progress Version 9)– Training– Plan, Plan, Plan
Get comfortable with the OpenEdge Reference Architecture– Read presentation – Attend Seminars / Classes
Training– Skills Assessment – create education plan– Non-Progress training may be needed– Commit to training your people– Willing to ‘invest in themselves’
Understand it’s not a short process, must stay committed
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© 2004 Progress Software Corporation30 OpenEdge Reference Architecture Seminar Series
Summary & Close Summary & Close
““Enterprises will use SOBAs to gain Enterprises will use SOBAs to gain a competitive advantage. They will a competitive advantage. They will be able to combine application be able to combine application functions at more-granular levels in functions at more-granular levels in more-innovative approaches than more-innovative approaches than previously feasible”previously feasible”
Charles Abrams
Gartner Article Top View, 17 February 2004
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© 2004 Progress Software Corporation31 OpenEdge Reference Architecture Seminar Series
Whiteboard DiscussionWhiteboard DiscussionCustomer implementations etc