SOA Adoption Roadmap Engagement Overview Slideshare

Independent Guidance for

Service Architecture and Engineering

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Engagement Process Overview

SOA Adoption Roadmap

© 2008 Everware-CBDI Inc

© 2008 Software Inc. All Rights Reserved. 2

Topics

Engagement summary

SOA Adoption overview

Engagement approach

Key tools and deliverable

examples

Appendix

Critical success factors

Customer resources required

Preparatory work required

Why Everware-CBDI

This presentation outlines the

process of delivering a SOA

Adoption Roadmap Plan

If you would like to engage

Everware-CBDI or our partners

to help you with this activity,

please contact Everware-CBDI

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- Engagement Summary

Objectives • Assess the current status and expertise of an organization in relation to SOA

• Establishes an objective status of an organization's maturity in terms of SOA capabilities

• Prepare the business case for adopting SOA across a given organization or ecosystem

• Produce a plan for SOA adoption across an organization or ecosystem

Deliverables • SOA Readiness Assessment

• An organization's initial SOA capability and maturity status, including a gap

analysis of "as is" and "to be" states.

• SOA Maturity Assessment

• An organization's ongoing SOA capability and maturity status, including a gap

analysis of "as is" and "to be" states.

• SOA Adoption Plan

• The recommended overall approach to SOA adoption, including planning of

scenarios, capabilities, roles and resourcing

• Business Case for SOA

• Justification for SOA from an organizational and commercial viewpoint.

Participants • SOA Adoption Manager

• SOA Governance Lead

• Participation of ,and input from appropriate IT management as required

• Participation of, and input from appropriate senior business analysts, program

managers, architects

Engagement

Profile

• Duration depends on scope of requirements, level of resourcing

• The assessment and planning is typically carried out in a series of workshops – these

could be stand alone



Tactical versus Strategic SOA

Tactical SOA Strategic SOA

Project or infrastructure drivenBusiness/IT convergence – Enterprise or

business domain driven

Variable approaches and processes that don’t

permit governanceRepeatable processes, standards, and practices

Loosely coupled technologyMature enterprise architecture that is policy

driven

No or limited governance oversightGovernance procedures, templates and

guidelines based upon formal policy

Traditional silo based organization

Service oriented organization with strong

emphasis on business and IT alignment and

enterprise architecture

RESULT

Inconsistent,incomplete,

duplicative serviceswith limited or no reuse

Limited ROI

Service anarchy

RESULT

Business agility

Fit for purpose services

High level of reuse

Future delivery flexibility



Why Do We Need To Manage SOA

Adoption?

5

Objectives

Standardize core

business

processes

Reduce

innovating

capability time to

market

Increase

differentiating

process agility

Goals

Reduce application

base by 1000

application modules

10 core customer

services operational by

December 2008

Reuse level of 10 * by

June 2009

3 week average solution

assembly timescale

Business Transformation

Improve the alignment between the

Infrastructure and high level

Business Processes through the

implementation of course-grained

SOA services and complimentary

fine-grained services.

Optimize assets and “lighten our

load”

Increase agility

Decrease relevancy

Align Business with IT service-

centric strategy

SOA Activity

Proliferation of

technical projects

JBOWS

Lack of coordination

Low visibility

Poor funding

…

Typical

Aspirations

SOA Issues

What are the key SOA

strategies?

What are the maturity

levels or phases? What

are cross and inter

enterprise influences?

How do strategies vary

with maturity?

What are critical

capabilities at each

maturity level?

…

Typical

Situation

?



Every organization has unique needs that

drive their SOA adoption strategy and pattern

Narrow Path PoC 1, 2, 3, precursor to strategic

Domains Domains established for both business and

ownership of reusable services

Exemplar Create complete stack as a reference

example to be copied by the rest of the

business

Core Business Services Select mission critical business services.

Deliver using separate service product

management team

Scenario

Value Chain, Business Issue, Business

Capability driven

Exploiting / Tactical Focus individual projects on specific areas of

requirement and current capability



SOA Maturity Model

Early Learning

Initial SOA

activity

Gain experience

with technology

• Pilot projects

• Proof of

Concepts

Integrated

Shared services

integrate silos,

rationalize EAI

contracts

Reduced

complexity and

cost, increased

adaptability

• Business process

oriented

• Project level

implementation

• First evidence of

service reuse

• Mostly internal

usage

Enterprise

Enterprise level

shared services

Adaptability and

consistency of

information &

processes

• Common services

used across

enterprise

• Services

implemented as an

integral part of

business products

• Supported by

guarantees &

standards based

measurement &

monitoring systems

• Enabled by a wider

selection of available

services (internal and

external)

Ecosystem

Common ecosystem /

industry services and

concepts

Elimination of

organizational

boundaries &

enablement of

broader economic

activity

• Services are

ubiquitous

• Federated services

collaborate and create

complex products with

individual

services provided

from potentially many

providers

• Many business

services may have

become pervasive

standards

Applied

Project Based SO

activity

Limited business

adaptability

benefits

• Mostly internal

or low-risk

external services

• Project focus

• Focused on

better

application

integration



Early

Learning

Integrated Enterprise EcosystemApplied

SOA Adoption Roadmap Streams

Programs & Projects Project strategy and planning to enable very high levels of reusable services

OrganizationRoles and responsibilities required to establish, operate and maintain a

service oriented business

Process & FrameworkThe architectural framework and repeatable processes enabling consistency,

trust and governance in federated activity

Life Cycle

InfrastructureConsistent reference architecture for tools and platforms to deliver and

manage the requirements-to-retirement life cycle

Service ArchitectureCreation and ongoing management of policy and the service architecture and

portfolio

SOA ManagementManagement tools including vision, strategy, funding, charging, measurement

and monitoring

Operational

InfrastructureSingle logical operational infrastructure with common policy implementation

and management tools

Facilitate understanding, communication, measurement

& management of SOA adoption



Each Stream has a number of Capability

Areas

Programs & Projects

Organization

Process & Framework

Life Cycle

Infrastructure

Service Architecture

SOA Management

Operational

Infrastructure

Vision, Strategy, Business Case

Funding

Shared Service

Management

Measurement & Metrics


Communications

Semantic Architecture

Process Architecture

Policy Management

Service Portfolio Plan

Legacy Portfolio Plan

Business Modularity

Security Architecture

Service Platform

Enterprise Service

Bus

Service Management

Security Infrastructure

Service Asset

Management

Assembly Environment

Usage Management

Policy Management

Reference Model and Process

Reference Architecture

Framework

Service Contracts

Service Governance

Change management

Service Certification

Reward/Recognition Schemes

Service Ownership

Policy Ownership

Cross-Organization

Coordination

Roles

Governance

Project Profiles Project Chartering Project/Program

Management



Engagement Approach

• Duration depends on scope of requirements, level of resourcing

• The assessment and planning is typically carried out in a series of workshops – these

could be stand alone

Produce SOA Adoption

Business Case

Plan SOA Adoption

Assess SOA Readiness

Assess SOA Maturity

Manage SOA Adoption

New to SOA?

SOA underway?

SOA Readiness Assessment

SOA Maturity Assessment

SOA Maturity

Assessment

SOA Adoption Plan

Business Case for

SOA

Business

Case for SOA

SOA

Outcomes



Work Breakdown Structure

11

KEY

Analyze SOA Opportunity

Identify Business Drivers

Determine SOA Adoption Strategy

Plan SOA Scenarios

Plan SOA Capabilities

Plan SOA Organization

Plan Resources & Action

Estimate Investment

Estimate Business Benefits

Prepare Business Case

Assess SOA Risks

Agree Business Case

Assess Initial SOA Capability

Review SOA Initiatives

Perform SOA Gap Analysis

Assess Ongoing SOA Capability

Review SOA Progress


Develop SOA Capabilities

Produce SOA Adoption

Business Case

Plan SOA Adoption

Assess SOA Readiness

Assess SOA Maturity

Manage SOA Adoption

SOA Adoption & Excellence

Process Discipline

Process Unit

Task

Produce SOA Readiness Report

Produce SOA Maturity Report

Monitor SOA Activities

Monitor SOA Deliverables

Monitor SOA Results

Control SOA Adoption



Example Engagement Work Plan

Adoption Planning

Timeframes will vary according to the scope, nature, and complexity of the engagement

0 5 10 15 20 25 30 35

Define Scope and Objectives

Assess Capabilities

Review SOA Initiatives


Produce Assessment Report

Plan SOA Adoption

Produce SOA Adoption …

Produce Roadmap Report



Example Engagement Work Plan

Adoption Management (Iterative)

0 50 100 150 200 250

Plan SOA Adoption

Manage SOA Adoption

Develop Architecture

Develop Operational Infrastructure

Develop Lifecycle Infrastructure

Develop Process & Framework

Develop Organization

Manage SOA Programs & Projects

Management Review



The process begins with an Assessment

Facilitated workshop and/or interviews directed to discuss, identify and describe the:

Current state of SOA maturity and;

Current established capabilities

…within each of the 7 adoption streams of the SOA Maturity model

Stream Capability Area Assessment questions

SOA

Management

Vision & Strategy Defined business need and opportunity for transformation to SOA? What is the organization’s

overall profile wrt SOA: (range from pure consumer to strategic provider)? How clear is the

organization vision of how it wants to gain the maximum benefit from IT -including emerging

technologies? Long term v Short term?

Business Case Understanding of SOA business opportunity?

Funding Ability to allocate development/change funds on cross program basis? Mechanisms to support

"pay as you go" funding?

Shared Service

Management

Ability to identify/define/manage/develop capabilities for use by multiple programs? Is there any

notion of software as a shared asset?

Measurement &

Metrics

Metrics about availability and usage of services? Method and process for tracking ROI? Are

business indicators of IT usage tracked? Are defined mechanisms in placed for measuring

business performance against benchmarks? Are these business measures correlated with

software measures?

SOA Adoption

Roadmap

Method and process for implementing process and architectural change? Organizational

adoption profile? What potential inhibitors to SOA adoption exist?

Communications Understanding of SOA concepts? An education programs in place to address emerging

technologies? At what levels/scope? What is the level/scope of awareness of SOA and its

relationship to business? What is overall perception of SOA - does it have an image problem? Is

“service” understood as a business concept? What is the evidence?

Example Assessment Questions



SOA Capability Matrix Drives Assessment

Questionnaires & Interviews



Example output from SOA Assessment

Maturity Levels

0: Zero base

1: Early learning

2: Applied

3: Integrated

4: Enterprise

5: Ecosystem

Current State1 year viewTarget state

Lifecycle

Infrastructure

0

1

2

3

4

Service Management

Service

Architecture

Operational

InfrastructureFramework

& Process

Organization

Projects

& Programs

5

Current State Assessment

of each Roadmap Stream



The activity is to Plan SOA Adoption

17

CAPABILITY

STRATEGY

MATURITY

LEVEL

WORK

PACKAGE

OUTCOME

Streams

Levels

Scope

Ecosystem

Enterprise

Applied

Integrated

Early Learning

Management

Architecture

Organization

Process

Enterprise

Domain

Tactical

Narrow

path

Operational Infrastructure

Delivery Infrastructure

Projects

Definition of what needs to be

done and the expected results

for each capability, broken

down by stream



Workshop: SOA Adoption Planning

Purpose

Plan SOA services and solutions

Preparation (before workshop)

Identify possible scenarios

Strawman scenario plans

Who should attend

Business analysts

IT planners

Enterprise architects

Agenda

Scope

Establish common view and validate

Planning framework

Status assessment

SOA Vision

Strategy

Directions

Broad perspective of problem space

Architecture +

Projects, Process, Governance,

Organization, Management . . .

Post-production (after workshop)

18



Planning Workshop Questions

Vision

Consider what a mature SOA

environment looks like?

3 years, 5 years horizon?

Scope

Strategies

Distribute 10 points across SOA

Strategies

Distribute 5 points across each of

Provisioning Sequence

Provisioning Approach

Planning Scope

Identify and score OTHER as

necessary

Service Types

Which service types?

19

Process Services

Core Business Services

Utility Services

Capability Services

By Service Domain

Strategic Business Services

Innovating services

IT Transformation

Project based development

Product development

Legacy Wrapping (modernization)

Centralized Integration

Business Process Management

BI services

Enterprise App Integration

Other SOA based Application Integration

Loose Ecosystem

Managed Ecosystem



Planning establishes a Target State for each

Roadmap Stream

Example for Architecture Stream



Example SOA Adoption Roadmap Capability Plan

Early Learning Applied Integrated Enterprise Ecosystem

SOA

Management

PoC

Measurement

& monitoring

SOA Project

metrics

Adoption roadmap

Architecture compliance scorecards

Service

Architecture

Metadata

repository

Canonical data model to drive common

enterprise view of data

Solution domains restructured (to align

with service domains)

Domain reference architecture


Services classified by agility

needs

Highly generic core services

Framework &

Process

Standard for service specification Service reference architecture

Core service identification

Delivery & realization process

Sourcing, usage & integration

architecture policy based on

business agility needs

Life Cycle

Infrastructure

Assembly platform to allow efficient and

coordinated reuse of core services

Basic service asset management

Registry & repository

Acquisition Service acquisition from ERP

vendors driven by business

agility architecture

Operational

Infrastructure

& Security

Service platform

Integrated infrastructure and application

vendor platforms

Infrastructure as an SOA Virtualization

of

infrastructure

Organization

& Trust

Architecture

roles &

responsibilities

assigned

Centralized

data analysis

Architect

certification

Single point of architectural

accountability for integration

Unified enterprise architecture practice

Business modeling incorporated into

architecture responsibility

Reward & recognition based on

service model (reuse,

dependency)

Projects &

Programs

Comprehensiv

e PoC projects

Assembly

projects

Specialization of service provisioning

implementation & assembly projects

Rollout projects & programs



Key Tools and Deliverables

Tools

SOA Capability Matrix

SOA Capability Assessment Questionnaire

Capability Dependency Modeling

CBDI-SAETM Methodology and Knowledgebase

Deliverables – Vary depending on scope and desired outcome

Current State Assessment


Short and medium term action plan to deliver roadmap

Defined performance metrics and plan to track and gather

Detailed assignment delivers detailed capability development plan &

project adoption plans

Communicable strategy and detailed change management plan



Key SOA Adoption Roadmap Planning

Deliverables - Examples

23

Early

Learning

Applied Integrated Enterprise Ecosyst

em

SOA

Manage

ment

PoC

Measure

ment &

monitorin

g

SOA

Project

metrics

Adoption roadmap

Architecture compliance

scorecards

Service

Architec

ture

Metadata

repositor

y

Canonical data model to drive

common enterprise view of data

Solution domains restructured (to

align with service domains)

Domain reference architecture


Services classified by

agility needs

Highly generic core

services

Framew

ork &

Process

Standard for service specification Service reference

architecture

Core service

identification

Delivery & realization

process

Sourcing, usage &

integration architecture

policy based on

business agility needs

Life

Cycle

Infrastr

ucture

Assembly platform to allow

efficient and coordinated reuse of

core services

Basic service asset management

Registry & repository

Acquisit

ion

Service acquisition

from ERP vendors

driven by business

agility architecture

Operati

onal

Infrastr

ucture

&

Security

Service platform

Integrated infrastructure and

application vendor platforms

Infrastructure as an

SOA

Virtua

lizatio

n of

infrast

ructur

e

Organiz

ation &

Trust

Architect

ure roles

&

responsib

ilities

assigned

Centraliz

ed data

analysis

Architect

certificati

on

Single point of architectural

accountability for integration

Unified enterprise architecture

practice

Business modeling incorporated

into architecture responsibility

Reward & recognition

based on service

model (reuse,

dependency)

Projects

&

Progra

ms

Compreh

ensive

PoC

projects

Assembl

y

projects

Specialization of service

provisioning implementation &

assembly projects

Rollout projects &

programs

Lifecycle

Infrastructure

0

1

2

3

4

Service Management

Service

Architecture

Operational

InfrastructureFramework

& Process

Organization

Projects

& Programs

5

1. Readiness and Maturity State Assessments

2. Target States and Gap analysis

3. Capability Development Plans



After the Roadmap Planning Workshop -

Next Steps

Develop, detail and refine SOA

Roadmap

Develop Roadmap management

process

Team

Process

Responsibilities

Communicate Roadmap to:

Other groups

Education

eLearning - Business Service

Architecture

Face to Face

Revise the reading list

Develop Collaboration Plan with other

parts of organization

Create common knowledgebase for

shared concepts

Formalize reference architecture

Independent SOA compliance

assessment

Mature CoE

Defined roles, responsibilities,

capabilities

Review layered architecture

EA

Develop IT specific equivalent

24

Independent Guidance for

Service Architecture and Engineering


www.cbdiforum.com

Additional Discussion/

Appendix Slides

Next Steps



Critical Success Factors

Formal sponsorship of SOA Adoption by Executive Management

Assigning knowledgeable business and technical resources

Active participation by assigned resources

Enablement of planned activities

Customer’s willingness to pursue recommended actionsdd others

according to what we know about the customer>



Customer Resources Required

Active participation of business experts and technical experts

(enterprise architects, application experts, business analysts), who

will contribute their knowledge and insight to the identification of:

Current capabilities

Current SOA maturity state

Critical business issues

SOA goals and objectives

Planned Business and IT projects

Desired target SOA maturity state and timeframe

Intermediate states with associated timeframes

Tasks and capabilities that will enable the identified states to be

achieved



Preparatory Work

Customer

Ensure availability of key resources for the duration of the

workshop(s)

Ensure a suitable environment, facilities and working conditions for

the duration of the workshop(s)

Provide background information for Everware-CBDI

Everware-CBDI

Review background documents as provided by the customer

Provide workshop outlines and draft agendas to the customer



Why Everware-CBDI ?

Independent specialist SOA

methodology firm

Merger of established

UK and US companies in 2006

27,000+ subscribing architects

worldwide

Enabling structured, enterprise levelSOA

Facilitating SOA standards

Defined, documented SOA methodology

Widely used best practices, referencearchitecture, repeatable processes

SOA Solution Business including

Education, Consulting, Knowledge

products

www.cbdiforum.com


http://www.cbdiforum.com/

http://www.everware-cbdi.com/





Everware-CBDI - World Wide Reputation

Over 12 years of experience in applying Service Oriented concepts,

methodology, and best practices have established the Everware-CBDI as a

leader in SOA adoption.

Partial list of credentials and achievements: CBDI Forum Portal - 27,000+ member architects worldwide

Keynote Speakers on SOA on recent industry conferences including Microsoft Architect’s Councils

(US, Europe), IBM Architect’s Councils, SAP User Group, Open Group, IDG SOA Europe, and

many more

SOA Metamodel Submission to OMG

Active membership of the OMG UPMS Joint Submission team

IAC EA-SIG/Services Committee Chair

OMG GovDTF Co-Chair

Publications:

CBDI Journal - over 100 Editions published

White Papers (e.g., CIO Council, IAC, Lead Role in Practical Federal Guide for SOA)

Books (e.g., Service Orientation, Information Modeling)


+353 (0)28 38073 (Ireland)

703-246-0000 or 888-383-7927 (USA)


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SOA Adoption Roadmap Engagement Overview Slideshare