Get Started on SOA. SOA Governance. Governance is about making sure the right things are done in the right way

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1 Get Started on SOA SOA Governance Understanding Governance Governance is about making sure the right things are done in the right way 1. Governance means: Establishing decision rights Defining high value business services Managing the lifecycle of assets Measuring effectiveness 2. Governance means enforcing: Processes and policies Tracking and responding to measurements 3. Governance means making informative business decisions: Software projects aligned with business objectives Deliver better business results Manage business and technical risk Align resources, people and priorities Monitor portfolio status real time 07 - SOA Governance v

2 SOA Governance Process Using IBM Tools Why do we need SOA Governance? What do we need to do? SOA Governance will make SOA more organized, more efficient, and more successful Establish an SOA Center of Excellence to define your new SOA Governance processes It will ensure: IT Investments are aligned with business goals Effective reuse of services Duplicate efforts are reduced You need to create new processes for service identification, funding, reuse, security etc. Service Oriented Finance CIO IBM 07 - SOA Governance v1.5 3 SOA Governance Process Using IBM Tools How can my SOA center of excellence get a fast start to define our governance processes? IBM provides tools with out of the box best practices process templates you can use to define your SOA governance process. Service Oriented Finance CIO IBM 07 - SOA Governance v

3 Get a Fast Start to Define Your SOA Processes SOA Governance Method Best Practice Templates Roles, responsibilities and Tasks Rational Method Composer Published Process SOMA (SOA Software Development Method) Customize and Edit Processes Best Practice Templates Roles, responsibilities and Tasks Published Process 07 - SOA Governance v1.5 5 Best Practice Template for SOA Governance - The SOA Governance Plug-in SOA Governance plug-in contains the SOA Governance methodology Set of best practices IBM learned through many experiences with customers Describes four phases of SOA Governance (Plan, Define, Enable, Measure) and the tasks to implement it Rational Method Composer helps a process engineer customize and publish this process template 07 - SOA Governance v

4 Best Practice Template for SOA Governance Example Tasks Plan Phase Understand current IT environment Identify SOA business principles Determine existing governance structure Conduct kick off meeting Define Phase Service Ownership Service Funding Service Identification Identify services to ensure compliance with business needs and principles Design of services what process will be used to develop services Manage service change what is the process to request a change to a service Enable phase Implement SOA Governance tools infrastructure install and configure tools to support SOA Governance Initiate SOA Governance education plan Measure phase Measure effectiveness of SOA Governance process Review and Refine process 07 - SOA Governance v1.5 7 Best Practices Template for SOA Development SOMA RUP SOMA is IBM s best practice process methodology for SOA software development Includes support for the identification, specification and realization of services, the service components implementing them and the process flows that choreograph services into composite applications SOMA has been integrated into RUP and leverages the business-asusual activities within RUP for supporting the analysis and design required for an SOA Rational Unified Process (RUP) is IBM s best practice process methodology for software development IBM services organization uses this method on Customer SOA engagements Created using real world experience and best practices accumulated from IBM consultants 07 - SOA Governance v

5 Best Practices Template for SOA Development Examples Business Transformation Analysis phase Identify Business Goals and Key Performance Indicators Identification phase Business Use Case Analysis Identify and Associate Services to Goals Specification phase Model Service Dependencies Model Service Composition and Flows Specify Service Messages Realization phase Determine Sourcing Approach Build, Buy, Transform, Subscribe, Integrate, Outsource Determine Development Approach Map Existing Assets Create New Service 07 - SOA Governance v1.5 9 Project Management Using IBM Tools I need tools to manage my SOA development projects You can use Rational Portfolio Manager to manage projects according to the SOA development process you defined. Service Oriented Finance Project Manager IBM 07 - SOA Governance v

6 Rational Method Composer Works with Rational Portfolio Manager to Get You Started Quickly 1. Best Practices in the Industry Method Content plus process Business Modelling SOMA 2. Customize RAD Best Practices SOA Governance RUP for Large Projects J2EE Best Practices Rational Method Composer Tasks automatically imported into project management tool Roles associated for each task 3. Import Work breakdown structure Tasks contain time estimates Build Rational Portfolio Manager 07 - SOA Governance v DEMO: Service Oriented Finance Creates and Manages Projects using Rational Portfolio Manager Import Work Breakdown Structure into Rational Portfolio Manager Project Planning using Gantt charts Assign tasks to resources 07 - SOA Governance v

7 Portfolio Management Using IBM Tools We re looking at a lot of project proposals. I need help to make the investment decisions? You can use Rational Portfolio Manager to help you make better business decisions by allocating resources to the most beneficial projects and services. Service Oriented Finance CIO IBM 07 - SOA Governance v Rational Portfolio Manager in Action Evaluating Risk and Reward of Competing Initiatives Project proposal submitted for planning and assessment Consistent criteria used to assess and prioritize proposals Auditable project approval authorizes effort 07 - SOA Governance v

8 Rational Portfolio Manager in Action Forecast, Plan and Assign Resources in a Global Environment Supply and demand analyzed for early warning of spikes and shortages What-if analysis optimizes resource allocation and demand scheduling Globally distributed resources located and assigned in real-time IBM Rational Portfolio Manager has provided us with a borderless resource environment Joe Londa, IBM Engineering & Technology Services 07 - SOA Governance v Rational Portfolio Manager in Action Ensure Regulatory Compliance and Standards Oversight Audit-ready automated workflows enforce decision rights and responsibilities Scorecards assess organization and project-level compliance Systematic risk management at the organization, portfolio and project levels Public companies that do not adopt a compliance management architecture will spend 50 percent more annually to achieve Sarbanes-Oxley compliance Gartner 07 - SOA Governance v

9 DEMO: Portfolio Management with Rational Portfolio Manager A critical decision needs to be made What is the best use of my critical Resource skills on the services and business processes that generate the most potential profit? Service Oriented Finance Car Loan Business Process 1. Use Rational Portfolio Manager from point of view of decision maker 2. View score cards 3. View bubble charts 4. OLAP Pivot table supply and demand of resources 5. Decision made do we have enough resources? 07 - SOA Governance v Service Lifecycle Management SOA will proliferate the amount of services in our infrastructure. We need a way to keep track of all these services. WebSphere Service Registry and Repository is the answer. Service Oriented Finance CIO IBM 07 - SOA Governance v

10 WebSphere Service Registry and Repository Enforces Governance How to organize the shared services/assets so they can be effectively reused at a later date? WSRR Governed Entity and metadata Who is allowed to change a service reused by others? WSRR Access Control Who is using a service and what will be impacted by changes to that service? WSRR Governance Actions and Impact Analysis Who needs to approve any changes? WSRR Access controls manage who can approve (or perform other actions) and Auditing provides accountability SOA Governance v IBM Business Transformation and CIO Organization SOA Governance is allowing us to maximize the ability of SOA to enable business transformation at IBM and coordinate the integration of SOA across the enterprise BT/CIO Vice President Business Challenge Manage IBM s worldwide IT infrastructure, defining the company s global IT strategy, and executing that strategy across the enterprise Business Benefits: Promote services reuse Produce consistent and interoperable services Eliminate service redundancy Integrate data from multiple sources Ensure that common services assets are integrated into the Enterprise Architecture Better utilization of valuable skills Solution IBM SOA Governance Lifecycle Solution 07 - SOA Governance v

11 Are You Effectively Governing Your Business? Rebecca: ondemand_carryon.mpg 07 - SOA Governance v