SOA Success Methodology

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2 SOA Success Methodology Dr Mohamad Afshar Oracle Fusion Middleware Product Management

3 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 3

4 Agenda Customer Needs Ingredients to Successful SOA The Role of Enterprise Architecture SOA Methodology Key tasks Role of Applications and AIA Summary 4

5 Customer Needs Show ROI from SOA Most companies have at most done proprietary EAI Leverage Experience for Wider Adoption Most companies have completed isolated projects Start Driving SOA at Enterprise Level Most companies are asking for help planning adoption at a pace and style customized for their requirements Apply Suitable Methodology For SOA Most companies realize that they have to do things differently to be successful with SOA, but don t know what! Oracle SOA Success Methodology Addresses These 5

6 Key Ingredients to SOA Success Strategy, Execution Organizational Culture Planning & Governance Org. Authorities & Champions Set Of Techniques Set Of Tools/Apps Oracle s SOA Methodology Oracle s SOA Platform SOA Suite, AIA, Service-enabled Apps 6

7 The Oracle SOA Technologies BPA Suite MANAGEMENT & Analyst Tools MONITORING BAM BI ROUTING & Business Events ORCHESTRATION Analytics Monitoring Enterprise Manager GOVERNANCE System Monitoring JDeveloper App Dev Framework BPEL Process Manager Native BPEL DATA Enterprise SERVICES Service Bus & CONNECTIVITY Multi Protocol Human Workflow XSLT Transform Business Rules Routing Web Services Manager Management Security Adapters Apps ODI DB Bulk ETL B2B Partners SES RFID Registry Discovery Policies Messaging J2EE Application Server Oracle AS, JBoss, WebLogic, WebSphere Metadata Repository 7

8 Oracle SOA Success Strategy Ensuring Customer Success With SOA 8

9 How Customers/ Partners are Benefiting Department in the US Government Leverage SOA for information exchange between groups Planning enterprise-wide SOA application of the Methodology A Multi-National European Bank Started with service-oriented EAI (CRM and few back-end apps) Using SOA Methodology techniques to plan enterprise-level SOA adoption (2-3 year roll-out plan) One of the Largest SIs in APAC Goal is to develop a SOA Competency Center Adopting Oracle s SOA Methodology techniques into their SOA practice 9

10 To EA or not to EA That is The Question 10

11 Plan Strategically, Act Tactically With SOA Strategic (SOA) Framework Opportunity Opportunity Opportunity Opportunity Tactical Actions Tactical Actions Tactical Actions Tactical Actions Time Growth of reusable assets ( services, skills ) Effort to produce a unit of value (Mostly Assemble instead of development) Time 11

12 Planning for SOA <Insert Picture Here> 12

13 Formulate A SOA Strategy Buy-in from Business Benefits Sought Early Success Build out SOA Infrastructure Promote Reuse Enterprise Architecture Management Skeptical Need Convincing Process-Driven IT 100% Full Steam Ahead Management Behind Enterprise SOA Management not Bought In 100% IT Focused on Success Stories to Convince IT Able to Drive Reuse Across Departments Project-Driven Service-Driven 13

14 SOA Planning SOA Roadmap Business Strategy Business Plan Governance with SOA SOA Roadmap SOA Strategy EA Strategy 14

15 Constituents of a SOA Roadmap SOA Strategy Buy-in from Business Leverage Projects to Build Infrastructure SOA Benefits Expected Risk Identification and Mitigation Against them Source of Risk How to Lessen Impact Capability Development to Improve Ability to Deliver on SOA Project SOA Requires Competence in a Range of Areas SOA Roadmap Planning Helps Avoid Duplicated Effort, Realize SOA Benefits Earlier and Support Improved Ability to Deliver Projects to SOA Prioritized Projects In Project Portfolio Leverage Services Portfolio Maximize Reuse Align with Platform Availability Business Services Portfolio Plan Which Services, When Risk Profile For Projects SOA Requires Capability Planning 15

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17 SOA Maturity Domains (Dimensions) Cross-section through a typical slice of the Level-5 SOA maturity stack 17

18 Free Online SOA Assessment 18

19 Governing the Roadmap Business Strategy Business Plan Governance with SOA Delivery With Control & Reduced Risk SOA Roadmap SOA Strategy EA Strategy 19

20 Key Leverage Points for SOA Governance Financial People Roles & Responsibilities Service Funding Model Service Usage Fees Portfolio Projects EA Group Platform Funding Business Services Service & Process Owners Applications Projects Service Ownership Service Lifecycle Gov Shared Artifacts DRIVEN BY EXECUTIVES Capacity Planning Enforce Service Levels Enforce Policies Operations Strategic SOA Platform Reference Architectures Enforce Platform Decisions Data Ownership Architectural Standards Shared Foundation Srvcs Data Standards Blueprints & Patterns Technology Data Quality Architecture Information 20

21 Conceptual Services Portfolio Concrete Services Portfolio Build a Business Service Portfolio Plan Now 12 Months 18 Months Service Service Customer Service Customer Service Customer Service Customer Customer Service Service Marketing Service Marketing Marketing Service Service Marketing Warehouse Finance Service Service Customer Customer Service Service Customer Service Customer Service Customer Customer Service Service Customer Service Customer Service Customer Marketing 21

22 Identify Projects Suitable for SOA and Align Portfolio Projects Projects SOA Value Patterns Now 12 Months 24 Months SOA Accelerators Now 12 Months 24 Months SOA Projects Key Activities - Chose Projects Suited to SOA - Order to Take Advantage of Services Coming Online As Defined in Business Services Portfolio Plan -Add Projects to Build Out Common Technical Infrastructure Now 12 Months 24 Months 22

23 Executing SOA Project Execution <Insert Picture Here> 23

24 SOA Project Methodology 1. WHY? 2. WHAT? 3. HOW? CONCRETE GOAL SETTING BUSINESS-IT ALIGNMENT SOLUTION SPECIFICATION SOLUTION REALIZATION Business Goals (BG) & Knowledge SOA Vision & Expertise Service Discovery Analysis & Logical Design (Design Best Practices) Req. Discovery & Mapping Functional & Operational Specifications Solution Schematics (At different levels of detail) EBPs, KBRs MAP KBR vs. BGs Process Portfolio Service Portfolio Implementation Design (Product Best Practices) KTRs MAP KTRs vs. KBRs MAP Req. vs. SOA Ben Solution Spec. (Incl. a HLA) Implementation details Deployment Architecture 24

25 Analysis & Design Use-Case Analysis Of Business Process/Application UI, Events, Activities, State-Transitions, Logic, End-points Service Identification and Specification Contract-Based Development Service Classification Operational Requirements Performance, Availability, Security, Monitoring Service Acquisition Strategies Service Composition/Orchestration Logical and Physical Design Blue-prints For Service-Oriented Application Building Design Patterns (Product Agnostic) Product Mapping To Solution Components Implementation Patterns (Product Best Practices) 25

26 Implementation Product Usage Best Practices Testing (Unit/System/Integration) Guidance Deployment Patterns Best Practices Capturing: HA Scalability Security Design-Time and Run-Time Versioning Run-Time Governance/ Operations Run-time Application Management Best Practices Solution Life-Cycle Management Upgrades Retirements 26

27 Service Identification & Realization <Insert Picture Here> 27

28 Top-Down Service Identification Services Retail Customer Order Information Store Inventory Update Store Inventory Get Backroom Inventory Business Domain Reverse Logistics Update Scrap Info Operations 28

29 Bottom Up Service Identification Retail Customer Services Profitability Raise Out of Stock Alert Business Domain Determine Profitability Operations 29

30 Identifying process-based Services Services Greenfield Nurseries Operations Business Domain Demand Forecasting Material Requirements Planning Get Inventory Level Get Material Map Operations 30

31 Identifying Process-based Services with Business Process Tracing 31

32 Business Process Tracing Point-of-Sale Process Example 32

33 Business Process Tracing Candidate Services Table 33

34 Building Shareable SOA Assets By Doing Projects Enterprise Scope Update With Addtl. Defn. (Check: Governance Compliance) Project Scope Service Portfolio Planning Service Discovery Service Classification Discovery Techniques: - Top-Down Analysis: Business-Entity-Modeling - Bottom-Up Analysis: Current Usage Scanning, Refactoring, Aggregation Discovery Techniques: - Event-Based Bus. Process Tracing - Logic-Based Application Tracing Service Specification Application Scope Service Acquisition (Implementation Or 3 rd Party) Update With Concrete Service Defn. Incremental Build-up Of Service Portfolio (Check: Governance Compliance) 34

35 SOA With Apps and AIA <Insert Picture Here> 35

36 Service Portfolio Building With Apps Initial Business Services Portfolio (Conceptual) Business Services Portfolio (Progressively Concrete) Services And Process Specifications Business Entity Analysis Domain Analysis Application Analysis Interface Mapping/ Service Aggregation Process Analysis Business Domains Application Interface Portfolios (WS + non-ws) Detailed Process Models Enterprise/Cross-Project Scope Project Scope(s) 36

37 Business Services From Apps Interfaces Service Oriented App _1 Service Oriented App _2 Business Service Business Service Business Service Business Service Services With Business Semantics Composite Service Composite Service Composite Service Composite Service Composite Service Intermediate Services (Granularity/ Composability) Composite Service Composite Service irep Integration Interfaces Integrated Service Rep Apps Interfaces ebusiness Suite Siebel PeopleSoft 37

38 Service Oriented Functional Layers Industry Reference Models Conceptual Flows Std Annotation, Metadata Integrated to BPE Activity Conductor Activity State Manager Data Transform & Route Monitor & Control Presentation Tier Single Task View Guided Flows Activity Sensors Enterprise Objects Meta-model XML- XSD & SDO Extensible Service Repository Discover & Provision Secure & Manage Application Component Services Business Function Service API Participating Applications 38 Top Down

39 Oracle Application Integration Architecture An Adaptive Integration Approach Fusion Industry Reference Models Best Practice Processes are represented as abstract models and extensible execution flows Enterprise Business Objects & Services Create Order Update Order Order Status Enterprise Business Objects provide standard definition of business objects CRM Application Business Connector Service Process Execution Transport Layer Application Business Connector Service Billing Enterprise Business Services provide common service definition Best of Breed Application Service Components provide logic and data ABC Service ABC Service Service Component Customer Master Financials Hubs to Consolidate Key Entities to common definition 39

40 Summary <Insert Picture Here> 40

41 Summary Oracle has a product-agnostic methodology to drive customer success with SOA Oracle s SOA methodology is focused at simplifying SOA adoption at project and enterprise levels Oracle s methodology is aligned with SOA adoption of its Apps-family customers It s applicable for project planning and during project execution It promotes an incremental SOA adoption 41

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44 Backup Slides 44

45 Plan Strategically And Act Tactically With SOA Strategic (SOA) Framework Opportunity Opportunity Opportunity Opportunity Tactical Actions Tactical Actions Tactical Actions Tactical Actions Time Growth of reusable assets ( services, skills ) Effort to produce a unit of value (Mostly Assemble instead of development) Time 45

46 Starting down the path Realized Business Value Organization A High business value Organization A ( Services Focus ): Focused on establishing a comprehensive services foundation expanding from a department to the entire enterprise architecture Organization B ( Iterative Processes/Services Focus ): Focused on a mix of business process focus and services focus 0% Automated low business value Organization C 100% Automated Organization C ( Processes Focus ): Focused on purely on creating business processes that may span from a department to the entire enterprise with a small services footprint Degree of process automation 46 Organization B Semi Automated Source: Oracle and Accenture Small / Dept Scope of Services Medium / BU Large / Cross Enterprise

47 Large Recommended approach: The Iterative Processes/Services Focus The iterative processes/services focus high business value Early focus will be on a core process. SOA is driven by one or many core business processes with high ROI (example order to cash) Simple processes may be chosen first so that underlying services layer will also remain simple Evolution of the services layer will be in concert with the evolution of the processes layer. As processes become more complex, external and/or requires more reliability, the service layer will likewise evolve low business value Lessons learned on each increment of the business processes and services enablement will be used to improve the next iteration Degree of Process Automation 100% 47 Scope of Services Small Source: Oracle and Accenture

48 Modeling Implementation Seamless collaboration while using best tools for respective purpose Business Analyst Integration Developer Shared Metadata Model Business Process Repository 48