Making SOA a reality in HE

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1 <<Client Logo>> Making SOA a reality in HE Enterprise Architecture and Service Oriented Architecture 16 September 2009 Cardiff University

2 Agenda Introduction Connecting EA & SOA What is SOA? > Web v s SOA Building an SOA Adoption Roadmap Case Studies Integration Process Management campusm - Mobile Application for Students 2

3 Introduction <<Client Logo>>

4 Griffiths Waite SOA Special Interest Group for HE at Oracle s TVP 1 st October Meet every quarter JISC Oracle Universities Griffiths Waite Open Forum: At event group agrees agenda for next meeting. rob.mcmahan@oracle.com Or hughg@griffiths-waite.co.uk 4

5 Griffiths Waite Oracle Fusion Middleware Practice BPM, SOA, BPA, BPEL, Rules, ADF, BI Higher Education Strategic Sector Oracle Customer Success Award 2008 First UK Implementation of Oracle SOA/BPEL in 2004 Certified Advantage Partner Oracle ACE Director-SOA & Middleware GW SOA Methodology SOA Adoption Roadmap SOA Implementation Framework SOA Maturity Model Lean Six Sigma TOGAF Enterprise Architecture Oracle Partner for 15 years SOA Strategy and Implementation Practice Contributors to Oracle SOA Methodology Early Adoption Strategy of Oracle Technology Working Relationship with Oracle Product Development 5

6 SOA Implementation Framework 6

7 Classifying Projects : SOA Entry Points 7

8 Connecting EA & SOA <<Client Logo>>

9 Aligning IT with Model Shareholder Value Automation of Existing Processes Service Support Requirements Faster Service Customer Service New Reduce Cost New Channels Accountability Visibility Service Efficient Delivery Of New User Portal Service Governance Better Information insight Service Drivers Requirements User Interface Processes Standard Integration of Reusable, Standard IT Assets Dynamic Static Web Sites Legacy AR Systems Databases Core Applications Trading Partners 9

10 Aligning IT with Heterogeneous IT Estates Shareholder Value Automation of Existing Processes Service Web Sites Support Requirements Faster Service Legacy AR Systems Customer Service New Reduce Cost New Channels Accountability Visibility Service Databases Efficient Delivery Of New User Portal Service Core Applications Governance Better Information insight Service Trading Partners Drivers Requirements User Interface Processes Standard Integration of Reusable, Standard IT Assets Dynamic Static 10

11 Aligning IT with / IT Gap Shareholder Value Automation of Existing Processes Service Support Requirements Faster Service Customer Service New Reduce Cost New Channels Accountability Visibility Service Efficient Delivery Of New User Portal Service Governance Better Information insight Service Drivers Requirements User Interface Processes Standard Integration of Reusable, Standard IT Assets Dynamic Static Web Sites Legacy AR Systems Databases Core Applications Trading Partners 11

12 Aligning IT with Processes Bridging the Gap Shareholder Value Automation of Existing Processes Service Support Requirements Faster Service Customer Service New Reduce Cost New Channels Accountability Visibility Service Efficient Delivery Of New User Portal Service Governance Better Information insight Service Drivers Requirements User Interface Processes Standard Integration of Reusable, Standard IT Assets Dynamic Static Web Sites Legacy AR Systems Databases Core Applications Trading Partners 12

13 Aligning IT with Process Improvement Process Management Shareholder Value Automation of Existing Processes Support Requirements Faster Customer Service New Reduce Cost New Channels Accountability Visibility Efficient Delivery Of New User Portal Governance Better Information insight Drivers Requirements User Interface Processes Service Oriented Architecture Service Service Service Service Service Standard Integration of Reusable, Standard IT Assets Web Sites Legacy AR Systems Databases Core Applications Trading Partners 13

14 Processes Processes are the vehicle for implementing Change Process Maturity Basic > Dynamic/Agile Policy-Based Robust Processes Controlled, visible, consistent, transparent, governed Sustainable Process Improvement Processes most valuable Asset 14

15 Lean & Six Sigma Process Improvement Automate, Streamline and Optimise any Process Eliminate Waste to drive costs down and become more responsive to customers Improvement Approach Non-intrusive Approach, Metric Driven Bottlenecks, Exceptions, Opportunities identified through Voice of the Customer / Stakeholder Focused Metrics for BAM, BI and Balanced Scorecard with related Events identified through Critical to Quality (CTQ) techniques and Process Stapling Breakthrough Improvements generated through Analyze and Improve tools Control mechanisms built in through defect limits 15

16 Improvement Approach for IT Concentrates on delivering what s important for the business Helps generate the Case for IT change Customer Centric software with Quality built within the solution Key Metrics embedded natively into the IT solution Improvements achieved in each iterative delivery of software promoting adaptability and innovation Software delivered maps directly to business process Mitigates risk through rigorous methodology ensuring right problems are solved in the right way. 16

17 Process Discovery 17

18 Process Maturity 18 IT

19 GW Process Overview Level 1 - High Level Flow Enterprise Processes Level 2 - Flow High Process Level 3 - Processes Level 4 - Activities Level 5 - Tasks BPEL Activities Process Process EPC (What) / BPMN (How) BPEL Blue Print BPMN / BPEL 19 19

20 Flexible Processes BPEL 20

21 <<Client Logo>> What is SOA? > Web v s SOA

22 So What is SOA? What is the difference between web services and Service Oriented Architecture? soarchitecture is the IT management and governance of the IT services, using a technology stack. 22

23 So What is SOA? Why is soarchitecture important? Growth of services whether web services, API s etc will grow exponentially! How are you going to cope? IT departments are creating web services. Pressure to support flexible business processes guess what more web services! Application Vendors are re-architecting their applications and providing web services. Sunguard, PeopleSoft, Tribal, Talis, Ex Libris (Aleph).. 23

24 So What is SOA? So when do you move from Web to soarchitecture? Never what are the consequences? After 25 services? From day 1? or do you produce a strategy & plan? 24

25 So What is SOA? What is the scope of the strategy & plan? Are business processes documented, managed and regarded as an asset? What is the cost? How are you going to fund soarchitecture? Where do you start? First step create a SOA Roadmap using ongoing projects. 25

26 SOA Adoption Roadmap <<Client Logo>>

27 SOA Adoption? SOA by Accident IT Plan Non Existent or Not Aligned with Plan IT Reactive to Initiatives No SOA Strategy No SOA Roadmap Silos of SOA SOA By Design IT Plans Aligned with Plans and Initiatives SOA Strategy that is Communicated Widely Well-Defined Benefits Sought from SOA Strategy SOA Roadmap Aligned to Deliver on and SOA Strategy First step create a SOA Roadmap using ongoing projects helps to manage expectations. 27

28 SOA Adoption image 28

29 Build Capability Project By Project Value SOA Capability A key adoption approach to SOA is to build maturity and capabilities on a 4 Project by 2 Project Basis 29

30 SOA Maturity Model 30

31 SOA Summary Domains Review the IT and Maturity 31

32 Baseline your SOA Capability SOA Maturity Survey Baseline Current Maturity Make use of Existing Capability Receive Tailored Report Helps define your readiness and capability to progress effectively with your SOA initiatives Complete online 32

33 Classifying Projects : SOA Entry Points 33

34 Project Selection Value / Involvement 1 Project Size IT Impact / Capability / Complexity Example 1 Proof Of Concept Technically Focussed Risk Averse IT led Limited LoB Involvement BPA, BPEL, Adapters, Rules 34

35 Project Selection Value / Involvement Project Size 2 1 IT Impact / Capability / Complexity Example 2 Infrastructure Proof IT Focussed Connectivity Full Product Suite High Availability Security Volumes BPEL, ESB, UDDI, OWSM, HA, ODI, Adapters, 35

36 Project Selection Project Size Example 3 Value / Involvement Pilot IT/ Focussed Key Process Case BPA, BPEL, ESB, Rules, BAM IT Impact / Capability / Complexity 36

37 Project Selection Value / Involvement Project Size IT Impact / Capability / Complexity Example 4 Key Initiative Focussed Strong Case Stakeholder Involvement Process Improvement Lean Six Sigma Balanced Scorecard BPA, BAM, BPEL, Rules, ADF 37

38 Project Selection Value / Involvement Project Size IT Impact / Capability / Complexity Example 5 Enterprise Initiative Strong EA Maturity Executive Buy In PMO Involvement Architecture Group BPA, Registry, Ref Architecture Methodology BPEL, ESB, Security, Rules, ADF 38

39 Project Selection : HE Case Study Value / Involvement Project Size PoC IT Impact / Capability / Complexity 4- Research Grant Award [Process Portal] 5- Staff Exit [Process Automation] 8- e-thesis [Process Automation] 9- Student funding [Process Automation] 12- Student Addresses [Application Integration] 15- Examiner Payments [Process Automation] 19- People Data (timesheet) [Master Data Management] 20- PC Procurement [Process Portal] 21- Absence Self-Service [Application Integration] 24- Supplier/Customer Set-Up [B2B Integration] 39

40 Plan Strategically And Act Tactically With SOA Opportunity Opportunity Opportunity Opportunity Strategic Projects Tactical Actions Tactical Actions Tactical Actions Growth of reusable assets ( services, skills ) Tactical Actions Effort to produce a unit of value (Mostly Assemble instead of development) Time Enterprise SOA Maturity Time 40

41 Building the SOA Roadmap Vision Vision Entry point SOA project Project Future State Bus. Arch Project SOA Maturity SOA / BPM Pilot Project Applications/ Generic IT/SOA Models M ware Selected BPM Pilot SOA Pilot Prod. SOA Web 2.0 POC Technology Int. Strategy SOA Strategy SOA Roadmap Web 2.0 Strategy Capability Partners Recruited BPEL Mentoring SOA Roles BPM Bus. Awareness People Target Arch. SOA Gov F/work SOA SDLC Service Policy Design Auth. Governance SOA Implementation Timeline Q1 08 Jun 08 Jul 08 Aug 08 Sep 08 Oct 08 Nov 08 Dec 08 Jan 09 Feb 09 Mar 09 Apr 09 May 09 Jun 09 Q

42 Case Studies <<Client Logo>>

43 Common HE SOA Entry Points Data / Application Integration SOA can eliminate the issues arising from fragmented data, ensuring common data services are used within the integration of Applications, the introduction of SOA for integrating applications will lead to standardisation of key data and services across the applications. Portals/ Composite Applications SOA will be a key enabler to the provision of portals linked to functionality from new and existing, Processes and Web 2.0, enhancing the user experience (staff & student) and leading to the building of Composite Applications. Process Management SOA will support BPM projects, with Process Automation, Agility and Visibility ensuring consistency, efficiency and enhance student/staff experience across all key business processes. 43

44 <<Client Logo>> Case Study Application Integration

45 Current IT Architecture 45

46 Future IT Architecture Development Research Finance Students Adminstration Personnel Access & Presentation Processes I N T E G R A T I O N Package & Custom Applications L A Y E R Data Layer Data 46

47 SOA Architecture 47 Service Providers Shared Service Consumers

48 SOA Architecture 48 Service Providers Shared Service Consumers

49 Benefits of Approach Typically using on-going projects Preparing the foundation for Portal projects / BPM IT facing 49

50 Case Study - AQA <<Client Logo>>

51 Assessment and Qualifications Alliance (AQA) Educational Charity Examiner Expense Payments Manual Process Bottlenecks and Process Stress Peak Series Driven Cycles Issues 75% of payments happening late (>31 days) Limited Visibility Reactive Diagnostics Little Metrics Manual Problem Resolution 51

52 and IT Drivers Issue Failing Processes in Summer Series Examiner Payments Very High Profile - Problem escalated to CEO for public apology Large Time Consuming Manual Effort with frequent Bottlenecks and Uncontrolled, Inconsistent Processes Minimal Executive and Managerial Visibility into Process Performance and State Inconsistent Policy Applied Sponsored by Finance Director Limited Budget and Timescale (3-4 months) IT Drivers (5 yr Strategic Plan) Improved Control over live environment Quicker Delivery of fundamental functionality More Agile Systems Better Fit for Use Systems Flexibility to Integrate with 3 rd Party Partners Improve team and personal development Greater Involvement and Ownership Improved Acceptance of Compliance through Best Practice Adoption Process Gap : Fundamental Misalignment between and IT 52

53 Solution Overview BPEL, Rules + BAM BAM BPEL Rules 53

54 Process Improvement Realisation Summary Examiner Expense Payments Manual Process Bottlenecks and Process Stress Peak Series Driven Cycles Solution Components Oracle BPEL, BI/BAM Lean Six Sigma Oracle Rules Benefits 85% of payments within 10 days 99.13% of payments within 31 days Exceptions Identified and Owned Process Automation No Human Interaction for 60-70% of Payments 54

55 Case Study - campusm <<Client Logo>>

56 campusm Bring Students all of the campus services they need, on mobile devices they love using. Alerting Students to deadlines (assignments & library books), University / Campus Announcements, Timetable changes Search the University directory Library Information view library record, search catalogue, reserve/renew books Search Campus maps and find directions View Timetables, Finance, grades, course details University & Faculty News Social Networking Find My Friends University Pocket Guide Also releasing: campusm for Open Days campusm for Conferences campusm for Visitors 56

57 campusm University of Sheffield 57

58 campusm University of Sheffield 58

59 campusm Campus Maps 59

60 campusm Friend Locator 60

61 campusm Integrated with University Systems 61

62 campusm Architecture campusm Admin Portal campusm Mobile Applications campusm Hosted HTTPS XML HTTPS XML University Hosted campusm Hosted Connect Layer University Hosted campusm Connect Layer Web, SOAP, XML etc J2EE Application Server campusm Applications Alerts Locations / Maps Friend Locator News / Events Pocket Guide Open Days University / College Applications LDAP Student Admin Library VLE Timetabling itunes U Conferences University Hosted Directory, Course / Timetable, Library, Financial Account 62

63 ombiel mobile solutions & applications mobile solutions & applications For More information visit: 63

64 Summary are coming your way can t be avoided Build an SOA Roadmap!! 64

65 <<Client Logo>> Hugh Griffiths Contact Details: M: Thank you.

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