IBM SOA Architect Summit SOA Case Study: A Practical Guide to SOA Mahesh Dodani Dean, IBM School of Software Architecture © 2007 IBM Corporation IBM SOA Architect Summit JK Enterprises (JKE) Case Study JKE Enterprise Architecture Enterprise Architecture Business Architecture Processes Information People Service Integration Maturity Model Defining and Enforcing SOA Governance Project Prioritization and Planning Information Technology Strategy Business Strategy IT Architecture JKE Business Architecture Applications Information Technology Transition Plan EA Governance Business Operating Environment and IT Infrastructure IT Solutions Business Component Analysis Service-Oriented Modeling and Architecture Identifying Areas for Improvement JKE Application Architecture Exposing Services using Indirect & Direct Patterns Developing Service Flows JKE Information Architecture Developing Data Federation Exposing Information Services JKE Infrastructure Architecture Security Architecture Composite Application Management 3 SOA on your terms and our expertise IBM SOA Architect Summit JK Enterprises Corporate Overview Corporate Attributes JK Enterprises is a premier supplier to retail channel, small business channel, and corporate customers Founded in 1935, now a well liked brand image High-touch approach to our customers Customers of all types can interact with us in a way that suits their individual needs Best service at the lowest cost Now with customer centers around the world Acquired Jensen Incorporated in 2000, which strengthened our corporate customer base Corporate customers are true business partners 900 Offices, 6 Countries Line of Business Organization 4 Service Corporate Headquarters (2) 350 Customer Centers 500 Remote Sales Offices 6 Call Centers 8 Data Centers 11,000 employees – – – – – 1500 Corporate 1000 Sales and Sales Support ~15 per Customer Center 150 per Call Center 2000 in IT CEO Commercial Sales – – – – – e-business Retail Credit Sales SOA on your terms and our expertise Service Credit Sales Service Credit IBM SOA Architect Summit JK Enterprises Envisioned Future State Key Initiatives The most profitable high-touch company in the industry Aggressive growth with minimal risk Optimized responsive corporate organization A company that leverages it’s strategic investments Grow organically and leverage our size – – – – Best Web Site in the industry Expert Sales force Global CRM Sales Focused Call Centers Future Organization – 100,000 new customers this year – Increase cross-sell ratio to over 2.0 in 24 months Multi channel integration – Access any service from any channel with consistent experience – Then move customers toward lower cost channels Business transformation and optimization – Optimize then grow - organization and processes – Remove redundancies - centralized shared services – Shift our focus to strategic functions - outsource high cost tactical business functions, invest in the rest Control access to information to ensure appropriate security CEO CTO Project Management LOBs CIO Risk, Security, Compliance VP Development Development 5 Release Engineering Process Improvement SOA on your terms and our expertise VP IT Operations Service Support Service Delivery Solution Deployment Infrastructure IBM SOA Architect Summit Agenda Enterprise Architecture SOA Business Architecture SOA IT Architecture – Application Architecture – Information Architecture – Infrastructure Architecture Getting Started 6 SOA on your terms and our expertise IBM SOA Architect Summit SOA and Enterprise Architecture: Best Practices Enterprise Architecture: Assess SOA Readiness and Maturity SOA Governance Business Component Design Transition Planning Governance Plan Determine the Governance Focus SIMM Define Define the SOA Governance Model Enable Implement the SOA Governance Model Measur e Refine the SOA Governance Model SGMM Enterprise Architecture Models << Input from Business Analysis >> SOMA <<Output to SOA Implementation >> JK Enterprises Project Prioritization & Planning SOA Design: Service Identification Service Specification Service Realization Service Implementation 7 JK Enterprise Projects SOA Development/Deployment: Developing/creating Services Developing Information Services Developing User Interaction and Collaboration Services Developing Business Process Services SOA on your terms and our expertise SOA Management: Service Infrastructure Considerations (Performance, Security, Virtualization) IBM SOA Architect Summit Service Integration Maturity Model (SIMM) – Next Steps Silo Business Integrated Virtualized Services Dynamically Re-Configurable Services Componentized Componentized Business offers Business offers Services Services Processes Through Service Composition Geographically Independent Service Centers Mix and Match Business and Location Capabilities Define & Enforce Emerging SOA SOAGovernance Governance SOA and IT Governance Governance Alignment Alignment Componentized Business Business Process Process Integration Integration Services Componentized Business Service Business Decomposition Application Specific Skills IT Transformation Structured Analysis & Design Object Object Oriented Oriented Modeling Modeling MoveComponent to SOA-based Based Design Methodology Development Applications Modules Objects Components Components Process Choreography Services Assembly Architecture Monolithic Architecture Layered Architecture Component Component Architecture Architecture Focus on SOA Emerging SOA Foundation Information Application Specific Organization Methods Infrastructure 8 Isolated Business Line Driven Composite Services IT IT Governance Governance LOB or Deploy Common LOB or Enterprise Enterprise Canonical Models Specific Information Services Specific LOB Platform Specific Enterprise Enterprise Standards Standards Level 1 Level 2 Service Service Oriented Oriented Modeling Modeling Information Information As As a Service Service Common Project-based SOA Infrastructure ReusableStandard SOA Infrastructure Environment Level 3 SOA on your terms and our expertise Level 4 Service Oriented Modeling SOA and IT Governance Infrastructure through Policy Governance Alignment Service Oriented Modeling Business Grammar Oriented Modeling Process Process Integration Integration via viaServices Services Process Integration via Services Dynamic Application Assembly SOA SOA Grid Enabled SOA Dynamically Reconfigurable Architecture Enterprise Data Dictionary and Repository Virtualized Data Services Semantic Data Vocabularies Common Common SOA SOA Environment Environment Virtual SOA Environment Dynamic Sense & Respond Level 5 Level 6 Level 7 IBM SOA Architect Summit SOA Governance Defining SOA Governance at JK Enterprises Tailor SGMM Execute the “JKE SOA Governance Project” Identify SOA Business and IT Principles Determine Existing Governance Structure Define CoE Structure Create Project Proposal Create the SOA Governance Framework Roles Policies 9 SOA on your terms and our expertise Implement Tools and Infrastructure Processes Metrics Quality Gates Refine Operational Environment IBM SOA Architect Summit SOA Governance Enforcing Governance at JK Enterprises Service Design and Development Define Goverance Policy Rational Method Composer Implement Policies Service Reuse Architectural Compliance Access Method WebSphere Service Registry and Repository Governance Policy and Best Practices WebSphere Integration Developer Review Service Lifecycle Enforce Policies WebSphere Business Modeler Business Requirements Traceability Service Reuse WebSphere Service Registry and Repository Rational Requisite Pro 10 SOA on your terms and our expertise Architectural Compliance Service Management SOA Design Review Tivoli Composite Application Manager for SOA Tivoli Change and Configuration Mgmt DB IBM SOA Architect Summit Agenda Enterprise Architecture SOA Business Architecture SOA IT Architecture – Application Architecture – Information Architecture – Infrastructure Architecture Getting Started 11 SOA on your terms and our expertise IBM SOA Architect Summit Business Analysis Identifying Business Components Target Competency: Base Competitive Investment Review Differentiated Contribution Cost (H, M, or L) ‘Hot’ Component Business Administration New Business Development M M L M Sector Planning Directing Business Planning M L L Sector Management Controlling M L Staff Appraisals M Executing Account Administration Product Administration H H L L M Purchasing L 12 M Account Planning L M M Business Unit Tracking L Relationship Management Product Management Servicing & Sales L M L M L Credit Assessment L H M Sales Management L L M L L Fulfillment Monitoring M Product Fulfillment Branch/Store L Operations SOA on your terms and our expertise L M Customer Service M H L L Collections M Customer Accounts L Marketing Campaigns L M H M L H Sales Credit Administration Portfolio Planning Reconciliation H M L M Fulfillment Planning Compliance Product Directory M L M Sales Planning Relationship Management Financial Control and Accounting Product Fulfillment H Document Management M M General Ledger IBM SOA Architect Summit Business Analysis Identifying Business Components Target Competency: Base Competitive Investment Review Differentiated Contribution Cost (H, M, or L) ‘Hot’ Component Business Administration New Business Development M M L M Sector Planning Directing Business Planning M L L Account Planning control M Controlling M L Staff Appraisals M Executing Account Administration Product Administration H 13 M H L L M Purchasing L Cost opportunity L M Sector Management Business Unit Tracking L Relationship Management Branch/Store L Operations Product Management Servicing & Sales L M L M Credit Assessment L L H Sales Management L M L M Cost control opportunity SOA on your terms and our expertise M H M L H Customer Service M Product Fulfillment H L L Collections L Reconciliation M Customer Accounts L Marketing Campaigns L M Fulfillment Monitoring Revenue / ProfitX Sales Credit Administration Portfolio Planning L L improvement opportunity H M L M Fulfillment Planning Compliance Product Directory M L M Sales Planning Relationship Management Financial Control and Accounting Product Fulfillment H Document Management M M General Ledger control Cost opportunity IBM SOA Architect Summit Business Analysis Identifying Improvement Areas at JK Enterprises Target Competency: Base Competitive Investment Review Differentiated Contribution Cost (H, M, or L) ‘Hot’ Component Negotiate volume discounts based on combined volume of allBusiness departmentsNew Business Relationship Servicing & Sales Financial Control and Accounting Product Fulfillment Administration – Decrease negotiated cost Development of automated creditManagement report by 20% M 75% of credit M L report L M L M Fulfillment L M – Automate retrievals L M Account Business Sales Develop optimized cross-channel Portfolio account L Sector Planning Planning Directing Planning Planning Planning Planning Implement consistent business rules to improve risk management M application process L L M M – Decrease number of credit report retrievals byRelationship 10% Sector Business Unit Management Tracking Controlling M L Staff Appraisals L M Account Administration Product Administration M H L L Product Management L M Credit Assessment L Increase Lcross-sell ratio to 2.0 M L L M Add 500 new corporate customersCompliance Improve STP of applications by 35% Sales Fulfillment Reduce call center calls from sales force and Management Monitoring X L offices by 30% H M L M M – – – – Reconciliation Product Directory H M L H Product Fulfillment Sales Credit Marketing Campaigns Operations SOA on your terms and our expertise M Customer Service H L M Customer Accounts L – Decrease cost of account activation by 50% L L Branch/Store – Decrease time to open account by 50% 14 H Management Executing AutomateH manual tasks M for creating and Administration Purchasing administering accounts L H X Document Decrease paper processes by General Management M L automation of manual tasks Ledger Collections X – Increase electronic applications by 25% IBM SOA Architect Summit Defining Solution Scope Business Context Diagram Account Manager (HQ) Customer CSR (Store) Account Open Request Account Open Request Portal New Account Request Real-time Collaboration re: Account History Account On-Boarding Forms Account History 15 SOA on your terms and our expertise Credit Scoring Partner Account Owner (HQ) IBM SOA Architect Summit Service Design via SOMA Service Identification JK Enterprise Process Decomposition JK Enterprises Process Decomposition Functional Area 1.2 Sales Managment 1.2.1.1 Account Sales 1.2.1 Account Opening 1.2.2 Sales Reporting 1.2.1.2 Account Application 1.2.1.3 Account Verification Process 1.2.1.4 Account Activation Sub Process Domain Decomposition Techniques: – Process Modeling Tools – Design of KPIs/Metrics Services Identified – Open Account – Account Activation – Account Verification 16 Goal Service Modeling Techniques – Requirements Planning Tools – Design of KPIs/Metrics Services Identified – Determine Applicant Eligibility – Address Verification SOA on your terms and our expertise Existing Asset Analysis Techniques – Asset Analysis Tools – Interviews/Documentation Services Identified – – – – Account Inquiry (CICS 2.2) AR Setup (CICS 2.2) Account Setup (CICS 3.1) Create Account (SAP) IBM SOA Architect Summit Service Specification Applying The Service Litmus Test Candidate Service Name: AR Setup Business Alignment: – Is the service business relevant? YES – Is funding available for service development and management? YES (Governance Board) – Is the service sharable? YES Composability – – – – Is the service consistent with NFRs at the composite level? YES - As per current requirements Is service stateless? YES Is the service self-contained? (Are there dependencies?) YES – No Dependencies Is the service technology neutral? Implementation is CICS 2.x - technology neutral Externalized Service Description – Is there an externalized service description e.g. WSDL? NO - done as part of service creation – Can the service be discovered and bound via the service description? Following service creation – Does the description contain meta-data about itself? Following service creation Redundancy Elimination – Can the service be applied to all processes where its function is required? YES 17 SOA on your terms and our expertise IBM SOA Architect Summit SOMA Service Specification Defining the “Account Receivable (AR) Setup” Service Building the Service Message Model Designing the Service Components Rational Software Architect 18 SOA on your terms and our expertise IBM SOA Architect Summit Service Specification Service Model for “Account Activation” Sales Application Central Office Consumers Open Account Business Process Composition; choreography; business state machines Account Verification Account Activation Account Inquiry Indirect exposure Service Components AR Setup Account Setup Indirect exposure Direct exposure Create Account Indirect exposure Create from scratch Message Flow J2C Determine Eligibility SCA (Applications & Data) Customer (CICS 2.x) SOA on your terms and our expertise Billing (CICS 3.1) Address Verification Third-party reuse EJB Operational Systems 19 Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Sales Application Regional Office GL (SAP) IBM SOA Architect Summit SOMA Service Realization Designing the implementation for the “AR Setup” Service Architectural Considerations – – – – Implementation is CICS 2.2 WebSphere MQ on mainframe Security requirements (RACF) Alternatives • • • • ESB Integration Custom EJB Development J2C Adapter Application-level messaging Sales Application Central Office Consumers Sales Application Regional Office Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Architectural Decisions – ESB Integration • • • Security requirements Availability requirements Message augmentation/transformation – Support for both synchronous and asynchronous interactions – Compensatory service need to be designed and deployed 20 SOA on your terms and our expertise Account Inquiry Indirect exposure Service Components AR Setup Indirect exposure Account Setup direct exposure Create Account Indirect exposure Message Flow J2C Determine Eligibility Create from scratch SCA Customer (CICS 2.x) Billing (CICS 3.1) Third-party reuse EJB Operational Systems (Applications & Data) Address Verification GL (SAP) IBM SOA Architect Summit Agenda Enterprise Architecture SOA Business Architecture SOA IT Architecture – Application Architecture – Information Architecture – Infrastructure Architecture Getting Started 21 SOA on your terms and our expertise IBM SOA Architect Summit The End-to-end Account Opening Solution People Internet/ Intranet Portal Information Account History Service Customer Account History Account Info Service Customer Orders Customer Account Opening Service Customer Application Process Account Open Process Credit Policy Receive Request 22 SOA on your terms and our expertise Account Info Account Status Customer Application Check Application Create Account Confirm Account Customer Account IBM SOA Architect Summit Developing the Process Model Completing the “Account Open” Process Model Design and Simulation of the “Account Open” Business Process Model Collaborative Development of the “Account Open” Business Process Model WebSphere Business Modeler WebSphere Business Modeler Publishing Server 23 SOA on your terms and our expertise IBM SOA Architect Summit Application Architecture “Account Setup” Service (Billing System) Sales Application Central Office Consumers Sales Application Regional Office Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry Indirect exposure Service Components AR Setup Indirect exposure Account Setup direct exposure Create Account Indirect exposure Determine Eligibility Create from scratch Message Flow J2C SCA Address Verification Third-party reuse EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) Direct Exposure CICS 3.1 24 SOA on your terms and our expertise GL (SAP) Service Creation With CICS TX 3.1 WebSphere Developer for System z IBM SOA Architect Summit Application Architecture “Account Inquiry” Service (Customer Management) Sales Application Central Office Consumers Sales Application Regional Office Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry Indirect exposure Service Components AR Setup Indirect exposure Account Setup direct exposure Create Account Indirect exposure Determine Eligibility Create from scratch Message Flow J2C SCA Address Verification Third-party reuse EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Adapter Development Indirect Exposure J2C Adapter to CICS 25 SOA on your terms and our expertise WebSphere Integration Developer IBM SOA Architect Summit Application Architecture “Create Account” Service (SAP) Sales Application Central Office Consumers Developing The SAP Adapter Instance Sales Application Regional Office Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry Indirect exposure Service Components AR Setup Indirect exposure Account Setup direct exposure Create Account Indirect exposure Determine Eligibility Create from scratch Message Flow J2C SCA Customer (CICS 2.x) Billing (CICS 3.1) Third-party reuse EJB Operational Systems (Applications & Data) Address Verification GL (SAP) Indirect Exposure to SAP Setting SAP Adapter Properties Selecting BAPIs For Adapter Operations WebSphere Adapter for SAP Software 26 SOA on your terms and our expertise IBM SOA Architect Summit Service Reuse Integration with the Service Registry Browsing for Services and Publishing Services with the Web Interface Browsing for Services with the Eclipse Interface WebSphere Service Registry and Repository 27 SOA on your terms and our expertise IBM SOA Architect Summit Application Architecture Developing Basic and Composite Service Flows Sales Application Central Office Consumers Sales Application Regional Office Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility Account Activation Services Atomic and composite Account Inquiry Indirect exposure Service Components AR Setup Indirect exposure Account Setup direct exposure Create Account Indirect exposure Determine Eligibility Create from scratch Message Flow J2C SCA Address Verification Third-party reuse EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) Develop Service Flows for “Determine Eligibility” and “Account Activation” Services WebSphere Integration Developer 28 SOA on your terms and our expertise IBM SOA Architect Summit Information Architecture Data Federation, XML Retrieval and Data Cleansing Services Operational DB ACCOUNT DB2 Database CUSTACC Table: INFORMIX ACCOUNT Table: JKE CUACCOUNT id: Informix DW: ibmpassword INFORMIX 29 Instance: DB2 id: administrator pw: ibmpassword INFORMIX Server Name:ol_plstew DB2 Federation Server Building Federation Services Building Native XML Retrieval Services Building Account Application Data Cleansing Service WebSphere Federation Server DB2 v9 Viper WebSphere Quality Stage SOA on your terms and our expertise IBM SOA Architect Summit Information Architecture Exposing Information Services Registering Information Services IBM Information Server 30 SOA on your terms and our expertise IBM SOA Architect Summit Process Design and Deployment Assembly and Deploy Sales Application Central Office Consumers Sales Application Regional Office Open Account Account Verification Business Process Composition; choreography; business state machines Account Activation Address Verification Determine Applicant Eligibility “Account Open” WS-BPEL Implementation Account Activation Services Atomic and composite Account Inquiry Indirect exposure Service Components AR Setup Indirect exposure Account Setup direct exposure Create Account Indirect exposure Determine Eligibility Create from scratch Message Flow J2C SCA Address Verification Third-party reuse EJB Operational Systems (Applications & Data) Customer (CICS 2.x) Billing (CICS 3.1) GL (SAP) WS-BPEL Process Implementation Wiring the Components for the “Account Open” Process WebSphere Integration Developer 31 SOA on your terms and our expertise IBM SOA Architect Summit Process Monitoring and Management Building BPM Monitoring Components and Dashboards Monitoring Credit Risk Building Components to Monitor Account Opening Duration WebSphere Business Monitor WebSphere Dashboard Framework 32 SOA on your terms and our expertise IBM SOA Architect Summit Building User Interaction Services Developing and Deploying the “New Account” Application Building Role-Specific Portlets and Dashboards Lotus Forms WebSphere Dashboard Framework WebSphere Portal 33 SOA on your terms and our expertise IBM SOA Architect Summit Deploying the Solution Architecture Implementation Topology for JK Enterprises Account Open Process WebSphere Service Registry and Repository WebSphere Process Server SOAP/JMS Create Account SAP SAP Adapter CICS Adapter WebSphere Enterprise Service Bus Account Activation AR Setup Direct Call WebSphere Message Broker SOAP/ HTTP SOAP/ HTTP DataPower XS40 Appliance IBM Information Server SOAP/ HTTPS Address Verification Service (external) 34 CICS 2.x Account Setup CICS 3.1 Determine Eligibility WebSphere Application Server Account Inquiry SOA on your terms and our expertise IBM SOA Architect Summit JK Enterprises Security Architecture Business Security Services Security Policy Infrastructure DataPower XS40 IBM Directory Server Other Applications Tivoli Access Manager ESB WebSphere Portal Server WebSphere Process Server Credit Report Agency Proxy/ Intermediary Firewall Customer Portal Firewall WebSphere Service Registry and Repository Customer Information System Billing System SAP Tivoli Federated Identity Manager IT Security Services Policy Enforcement 35 SOA on your terms and our expertise IBM SOA Architect Summit Infrastructure Architecture Composite Application Management Configuring Service Management Agents Monitoring Account Opening Performance and Availability Tivoli Composite Application Manager for SOA Tivoli Enterprise Portal 36 SOA on your terms and our expertise IBM SOA Architect Summit Agenda Enterprise Architecture SOA Business Architecture SOA IT Architecture – Application Architecture – Information Architecture – Infrastructure Architecture Getting Started 37 SOA on your terms and our expertise IBM SOA Architect Summit SOA Adoption: Tactical and Strategic Action Combined SOA Goal Market return through transformation: quicker time to production, lower costs, competitive differentiation Revenue and Profit Market Return through Transformation Strategic Vision Incremental Adoption Time Two Primary Roadmap Perspectives Strategic Vision Business and IT statement of direction which can be used as a guideline for decision making, organizational buy-in, standards adoption Project Plans Implementation projects to meet immediate needs of the current business drivers 38 SOA on your terms and our expertise IBM SOA Architect Summit Why IBM for SOA? IBM understands service orientation and your business Skills Expertise in aligning business and IT processes 7500+ certified SOA consultants, architects, IT specialists Dozens of SOA-enabled business solutions Thriving ecosystem of partners (ISVs, SIs, Resellers) 2500+ partners in SOA community 3500+ assets in SOA Business Catalog Partners Know-how & best practices Infrastructure Governance 39 Extensive Industry experience and best practices Over 4000 customers worldwide SOA Entry Points, SOA Reference Architecture, SIMM Unmatched breadth and depth of products Over $1B/yr invested in SOA Leadership in open standards & 300+ SOA-related patents Leadership in Governance & Service Lifecycle Management IBM SOA Governance & Management Method that spans the services lifecycle SOA on your terms and our expertise IBM SOA Architect Summit Let's Go! Build on SOA Successes for Greater Business Value 1. Continue to discover the value of SOA Not just doing the same thing a different way SOA is not just about technology, but technology’s integration with business insight 2. Get Assessed! SOA Self Assessment On-line at ibm.com/soa/assessment 3. Evaluate and select a SOA project 4. Arrange for a SOA Workshop to begin your SOA journey 40 SOA on your terms and our expertise "...IBM is the leader in the development of SOA intellectual property.... with firm-wide SOA investment of $1 billion, IBM will leverage cutting-edge R&D, leading to quicker SOA value and reusable SOA assets for clients." The Forrester Wave™ North American SOA Integration, Q3 2006, September 2006 IBM SOA Architect Summit Thai Hindi Traditional Chinese Gracias Spanish Russian Thank You Obrigado Portuguese Arabic Grazie Danke German Italian Merci French Multumesc Romanian Simplified Chinese Korean Japanese 41 SOA on your terms and our expertise