Architecting SOA With A Business Focus

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2 Architecting SOA With A Business Focus Dejan Mihajlovic Senior Managing Consultant 2008 IBM Corporation

3 SOA Architect Summit Roadmap What is the impact of SOA on current Enterprise Architectures? Business Strategy Information Technology Strategy Alignment of Business and IT Architectures SOA Reference Models SOA Governance Enterprise Architecture Business Architecture Processes Information People Transition Planning Business Operating Environment and IT Infrastructure IT Solutions IT Architecture Applications Information Technology Architecture Governance How do you develop SOA with a business focus? Portfolio Strategy, Analysis and Planning Business Components SOA Design Business Process Management How do you reuse applications in the context of SOA? Asset Discovery Application Reuse How do you leverage information in an SOA? Information as a Service Master Data Management How does my infrastructure support SOA? Service Management / QoS Security 3

4 Agenda SOA Business Considerations Business Strategy SOA Design Business Process Management SOA Architecture Best Practices IBM Capabilities to Support SOA Business Considerations Summary 4

5 Business Strategy Drives IT Decisions IT s Goal is to Flexibly Support Business Requirements Business Intent Business Understanding Solution Flexibility Quality of Service Business Strategy & Design Strategic KPIs Business Services Business Operations Operation Models Operation Models Solution Composition Executable Solution Executable Solution IT Implementation Align Optimize Correct Monitor Meeting Strategic Goals? Meeting Business Commitments? Response to Business Situations Detecting Business Situations Business Performance Management 5

6 Business and IT alignment in SOA delivery Reconciling Business Requirements and IT Capabilities Business Perspective Business View IT Perspective IT View Business Analyst Process/Operation Model Enterprise Architecture IT Architect Developer Architecture/ Execution Model Business Process Model Process Choreography Business Component UML Class Model Business Information UML Data, XML, SQL Model Business Services Service Model, WS-BPEL 6

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8 Service-Oriented Design Is An Evolutionary Approach Increasing Levels of Abstraction * Objects Components Services Object-Oriented Component-Based Service-Oriented SOA builds on well-established software architecture principles (such as information hiding, modularization and separation of concerns) SOA adds additional aspects (including SOA interaction patterns, service registries, reuse considerations) Service-oriented modeling needs techniques to support these aspects (service identification, specification, realization and implementation techniques) 8

9 Service Oriented Analysis, Modeling, and Design Top Down Approach Business Requirements can be rendered as a Business Process Model Articulate and model the business intent as a process Process model becomes an input for service design Meet-In-The-Middle Approach Identification of business goals and sub-goals Goals and sub-goals correlate to candidate services Bottom Up Approach Existing IT assets are discovered and evaluated as possible services Identify existing components as candidate services Assets can be transformed into service interfaces and implementations 9

10 Top Down SOA Approach WSDL Business Analyst Business Analyst Story Board And/or Process Model Business Requirements Business Analyst IT WSDL Service Specification IT Services (reusable functional components) Business Use Cases Business Analyst Receive Non- Interruptible Invoke Invoke Reply Reply Invoke Fault IT New Application Enterprise Architecture Choreography (business rules and processes) Enterprise Architecture Models Business Analyst IT 10

11 Bottom Up SOA Approach Legacy application IT WSDL IT Interface Specification Services (reusable functional components) IT Service Specification Business Requirements Receive Non- Interruptible Invoke Invoke Reply Reply Invoke Fault IT New Application Business Analyst Story Board And/or Process Model Choreography (business rules and processes) Business use Cases Business Analyst Business Analyst IT 11

12 Governance (managing the service portfolio) Information Architecture (meta-data) & Business Intelligence Developing Business Process and Consumer Layers Channel B2B Consumers QoS Layer (Security, Management & Monitoring Infrastructure Services) Business Process Composition; choreography; business state machines Service Consumer Integration Infrastructure (Enterprise Service Bus) Services atomic and composite Service Components OO Application Custom Application Packaged Application Operational Systems Service Provider Atomic Service Composite Service Registry 12

13 Enabling Business Process Management Through SOA Business process design Alignment of designed functionality with business requirements and performance objectives Quality of the design (complete, correct, and consistent with best practice process design principles, standards and guidelines) Integration across processes based on common business items or services Business process implementation Alignment of operational organization with the process Alignment of application services with process functionality Integration with other applications and data via ESB Use of application services components that support dynamic reuse and reconfiguration Business process execution Monitoring of real-time process performance and trends against performance targets Response to execution problems with effective interventions to restore performance 13

14 Developing the User Interaction Layer Portlet-based User Interface Components Provide Access to Services Export MyValue MyValueModule JService MyValue JService CustomerInfo Import StockQuote Execute business functions through process and service layers Export MyValue JService MyValue JService CustomerInfo Import StockQuote Personalize interactions based on user identity and role Support workflow within portal execution space MyValueModule 14

15 Agenda SOA Business Architecture Considerations SOA Business Architecture Best Practices Business Component Analysis Service-Oriented Modeling and Architecture (SOMA) Business Process Management IBM Capabilities to Support SOA Business Architecture Summary 15

16 Business Component Analysis The enterprise is mapped out as a set of categorized business components Heat map highlights components for analysis based on criteria such as gaps and efficiency Enables approaches to understanding how the business can be improved Business Administration New Business Development Relationship Management Servicing & Sales Product Fulfillment Financial Control and Accounting Directing Business Planning Sector Planning Account Planning Sales Planning Fulfillment Planning Portfolio Planning Controlling Business Unit Tracking Staff Appraisals Sector Management Product Management Relationship Management Credit Assessment Sales Management Fulfillment Monitoring Compliance Reconciliation Executing Account Administration Product Administration Purchasing Branch/Store Operations Product Directory Marketing Campaigns Credit Administration Sales Customer Service Collections Product Fulfillment Document Management Customer Accounts General Ledger 16

17 Business Components Define The Key Business Functions A business component is a grouping of the people, technology, & resources delivering specific business value Components have well-defined interfaces, allowing them to interact smoothly with each other and to be 'snapped' in and out at will, like building blocks Component Name Account Administration Resources: Account Data, CRM People: Call Center, Customers Technology: CICS Customer Account, SAP SLA/KPIs: Time to Open Account Description Functional aspects of administration including account opening, account management, account closure The Interfaces of the Business Components Enable Identification of Candidate Business Services Account Administration 17

18 SOMA 3.1: Service Oriented Modeling and Architecture Bridges the gap from business intent to IT implementation SOMA is all about the identification, specification, realization, implementation, and deployment of services, components, and flows. Startup / Adoption << Input from: Business Analysis & Existing Assets>> Identification of Candidate Services and Flows Specification of Services, Components, and Flows Realization Decisions, Solution Templates & Patterns, Architecture, Technology Feasibility Implementation Build/Assembly, Testing Service Consumer Service Provider consumers business processes process choreography services atomic and composite service components operational systems JService Portlet WSRP B2B Other Packaged Application Custom Application OO Application Integration (Enterprise Service Bus Approach) QoS Layer( Security, Management, and Monitoring Infrastructure Service) Data Architecture and Business Intelligence Governance Deployment Packaging and Provisioning Composite Service Atomic Service Registry 18

19 SOMA (Service Oriented Modeling and Architecture) Identification, Specification, Realization and Implementation of Services, Components and Flows SOMA is IBM's end to end SOA Solution development method Domain Decomposition Goal-Service Modeling Existing Asset Analysis SOMA is an integral part of the Rational Unified Process UML Profile for Software Services RUP SOMA SOMA has the following phases: Service Identification Service Specification Service Realization Component Flow Specification Information Specification Service Allocation to Components Subsystem Analysis Component Specification Realization Decisions Technical Feasibility Exploration Service Specification Service Flow Specification Message & Event Specification Component Layering 19

20 Service Exposure Decisions Within Service Specification Business Alignment: Is the service business relevant? Is funding available for service development and management? Is the service sharable? Composability Is the service consistent with NFRs at the composite level? Is service stateless? Is the service self-contained? (Are there dependencies?) Is the service technology neutral? Externalized Service Description Is there an externalized service description e.g. WSDL? Can the service be discovered and bound via the service description? Does the description contain meta-data about itself? Redundancy Elimination Can the service be applied to all processes where its function is required? Candidate Services Business Alignment Composability Externalized Service Description Redundancy Elimination Service Litmus Test Services (exposed) 20

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22 Designing the SOA Service Model << Input from: Business Componentization/Analysis >> Pre-modeling activities Identification of Candidate Services and Flows Specification of Services, Components, and Flows Realization Decisions Service Consumer Service Provider Consumers Business Process Composition; choreography; business state machines Services atomic and composite Service Components Operational Systems Channel Packaged Application B2B Custom Application OO Application Integration Infrastructure (Enterprise Service Bus) QoS Layer (Security, Management & Monitoring Infrastructure Services) Information Architecture (meta-data) & Business Intelligence Governance (managing the service portfolio) << Output to: SOA Implementation >> 22

23 Business Process Management Within The SOA Lifecycle Process Orchestration Standards-based development environment Process Execution Integrated deployment of business processes Modeling and Simulation Capture and optimize business models Business Monitoring Real-time visibility for coordinated action 23

24 Synergies Across SOA, BPM and EA SOA Center of Excellence Enterprise Architecture Telelogic System Architect Business Process Management WebSphere BPM Suite Collabo ration High-level business process blueprint Organizational blueprint Structural view of IT ecosystem Architectural Building Blocks Detailed business process models Optimized business processes KPIs SOA IT Solution Delivery 24

25 Developing Business Process Models Enable business users to graphically model processes Support documentation and training for the organization and external parties Support simulation and analysis to substantiate process design decisions Generate code artifacts to support IT implementation of processes Architectural Benefit: Support top-down approach to service and process design Coordination of process development across business stakeholders as well as interaction with IT organization to articulate process design Creation of artifacts to support process development and implementation 25

26 Building Process Solutions Business Process Choreography orchestrates services as deployable processes Integrate information and user interaction into process development and deployment Mediations to transform/route service requests and responses Enable inter and intra-enterprise (B2B) service integration Architectural Benefit: Simplified, standards-based business process development Support for industry process and data models Invoke mediations for routing/transforming requests between services 26

27 Monitoring Business Process Solutions Assemble dashboards on process behavior for different views/user perspectives Generate business event triggers and notifications via , pager, SMS messages based on process events Generate preprogrammed responses based on process behavior Analyze process metrics over time to identify process trends Architectural Benefit: Monitoring links to KPIs and Metrics defined by business analysts Integrates processes as part of an event-driven infrastructure Analyze trends in the business to enable ongoing optimization of solutions 27

28 Composite Business Services Business Services Provide the Building Blocks Composite Business Services definition: A collection of integrated and related business services that provide a specific business solution and support business processes built on SOA Business Services definition: A business function whose execution can be adapted at runtime based on business policy and user context Designed at business level to represent a discrete business function (e.g. check credit, open account) Can provide flexible, adaptable behavior based on business policy and user context Provisioned through multiple communication channels 28

29 Composite Business Services Applications Composite Business Services Middleware User Experience/ Business Process 29

30 Agenda SOA Business Architecture Considerations SOA Business Architecture Best Practices IBM Capabilities to Support SOA Business Architecture Summary 30

31 IBM Products to Support SOA Business Architecture Telelogic System Architect Rational Unified Process for SOMA Rational Method Composer Rational Software Architect Rational Application Developer WebSphere Business Modeler WebSphere Integration Developer WebSphere Portal Server WebSphere Process Server Business Services Supports enterprise business process and goals through businesses functional service WebSphere Business Services Fabric WebSphere Business Monitor Development Services Integrated environment for design and creation of solution assets Interaction Services Enables collaboration between people, processes & information WebSphere Portal Process Services Orchestrate and automate business processes Enterprise Service Bus Information Services Manages diverse data and content in a unified Management WebSphere manner Process Server Services Manage and secure services, applications & resources Partner Services Business App Services Access Services Connect with trading partners Build on a robust, scaleable, and secure services environment Facilitate interactions with existing information and application assets Apps & Info Assets Infrastructure Services Optimizes throughput, availability and utilization 31

32 IBM SOA Service Offerings Focused on SOA Business Architecture SOA Strategy How do I get started in SOA? SOA Diagnostic I ve started with SOA, how am I doing? What can I do better? SOA Implementation Planning Business Process Management (BPM) Enabled by SOA SOA Design, Development and Integration Services SOA Management There is a specific Business Area I want to improve using SOA how should I approach it? How can I leverage SOA to implement and improve business processes that meet my performance objectives, make better use of IT resources and give me a competitive edge? I ve done the preliminary planning work, now I m ready to develop and sustain SOA solutions I ve implemented SOA-based solutions, how can I manage them effectively to ensure ongoing benefit realization? 32

33 The Service Offering Lifecycle Spanning the Full SOA Continuum End-to-End Lifecycle Enterprise Architecture Strategy and Planning Process and System Change Ongoing Maintenance and Optimization Typical client entry points SOA Diagnostic SOA Strategy SOA Implementation Planning BPM Enabled by SOA Services SOA Design, Development and Integration Services SOA Management Services Typical client entry point 33

34 Summary Designing SOA with a Business Focus requires: Linking Business and IT normally through an Enterprise Architecture Applying discipline and rigor to SOA Design Business Process Management to design and implement business relevant services Best practices for designing SOA based on a business focus implies: Decomposing the Enterprise into Business Components to design businessrelevant service architectures Use of SOMA to ensure an optimized service design for the enterprise Application of tools and techniques to support business process modeling, assembly and deployment, and business process monitoring Development and refinement of SOA Governance to enable a service lifecycle development approach and ensure business/it linkage for SOA 34

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