SOA Adoption Roadmap Engagement Overview Slideshare

Independent Guidance for
Service Architecture and Engineering

SOA Adoption Roadmap
Engagement Process Overview

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Topics

 Engagement summary  This presentation outlines the
 SOA Adoption overview process of delivering a SOA
 Engagement approach Adoption Roadmap Plan
 Key tools and deliverable
examples  If you would like to engage
Everware-CBDI or our partners
to help you with this activity,
 Appendix please contact Everware-CBDI
 Critical success factors
 Customer resources required
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 Preparatory work required back.php3
 Why Everware-CBDI

 +353 (0)28 38073 (Ireland)
 703-246-0000 or 888-383-7927
(USA)

© 2008 Software Inc. All Rights Reserved. 2
© 2008 Everware-CBDI Inc

SOA Adoption Roadmap
- Engagement Summary
Objectives • Assess the current status and expertise of an organization in relation to SOA
• Establishes an objective status of an organization's maturity in terms of SOA capabilities
• Prepare the business case for adopting SOA across a given organization or ecosystem
• Produce a plan for SOA adoption across an organization or ecosystem
Deliverables • SOA Readiness Assessment
• An organization's initial SOA capability and maturity status, including a gap
analysis of quot;as isquot; and quot;to bequot; states.
• SOA Maturity Assessment
• An organization's ongoing SOA capability and maturity status, including a gap
analysis of quot;as isquot; and quot;to bequot; states.
• SOA Adoption Plan
• The recommended overall approach to SOA adoption, including planning of
scenarios, capabilities, roles and resourcing
• Business Case for SOA
• Justification for SOA from an organizational and commercial viewpoint.
Participants • SOA Adoption Manager
• SOA Governance Lead
• Participation of ,and input from appropriate IT management as required
• Participation of, and input from appropriate senior business analysts, program
managers, architects
Engagement • Duration depends on scope of requirements, level of resourcing
Profile • The assessment and planning is typically carried out in a series of workshops – these
could be stand alone

Tactical versus Strategic SOA

Tactical SOA Strategic SOA
Business/IT convergence – Enterprise or
Project or infrastructure driven
business domain driven
Variable approaches and processes that don’t
Repeatable processes, standards, and practices
permit governance
Mature enterprise architecture that is policy
Loosely coupled technology
driven
Governance procedures, templates and
No or limited governance oversight
guidelines based upon formal policy
Service oriented organization with strong
Traditional silo based organization emphasis on business and IT alignment and
enterprise architecture

RESULT
RESULT
Inconsistent,
incomplete, Business agility
duplicative services Fit for purpose services
with limited or no reuse
High level of reuse
Limited ROI
Future delivery flexibility
Service anarchy

Why Do We Need To Manage SOA
Adoption?
Objectives Goals SOA Activity
 Reduce application  Proliferation of
 Standardize core
business base by 1000 technical projects
processes application modules  JBOWS
 10 core customer  Lack of coordination
 Reduce
innovating services operational by  Low visibility

capability time to December 2008  Poor funding
 Reuse level of 10 * by  …
market
 Increase
June 2009
 3 week average solution
differentiating
process agility assembly timescale
SOA Issues
Typical  What are the key SOA
Business Transformation Situation strategies?
 Improve the alignment between the  What are the maturity
Infrastructure and high level levels or phases? What
Business Processes through the Typical are cross and inter
implementation of course-grained Aspirations enterprise influences?
SOA services and complimentary  How do strategies vary
fine-grained services. with maturity?
 Optimize assets and “lighten our  What are critical
load” capabilities at each
 Increase agility
 Decrease relevancy
 Align Business with IT service-
? maturity level?
 …

centric strategy
5 © 2008 Everware-CBDI Inc

Every organization has unique needs that
drive their SOA adoption strategy and pattern

 Narrow Path  Core Business Services
 PoC 1, 2, 3, precursor to strategic  Select mission critical business services.
Deliver using separate service product
management team

 Domains  Scenario
 Domains established for both business and  Value Chain, Business Issue, Business
ownership of reusable services Capability driven

 Exemplar  Exploiting / Tactical
 Create complete stack as a reference  Focus individual projects on specific areas of
example to be copied by the rest of the requirement and current capability
business


SOA Maturity Model
Ecosystem

Enterprise Common ecosystem /
industry services and
Enterprise level concepts
shared services
Elimination of
Adaptability and organizational
Integrated consistency of boundaries &
Shared services information & enablement of
integrate silos, processes broader economic
Applied rationalize EAI • Common services activity
Project Based SO contracts used across • Services are
Early Learning activity Reduced enterprise ubiquitous
Initial SOA Limited business complexity and • Services • Federated services
activity adaptability cost, increased implemented as an collaborate and create
benefits adaptability integral part of
Gain experience complex products with
• Business process business products individual
with technology • Mostly internal
or low-risk oriented • Supported by services provided
• Pilot projects guarantees & from potentially many
external services • Project level
• Proof of implementation standards based providers
• Project focus
Concepts measurement & • Many business
• Focused on • First evidence of monitoring systems
service reuse services may have
better
• Enabled by a wider become pervasive
application • Mostly internal selection of available standards
integration usage services (internal and
external)

SOA Adoption Roadmap Streams

Early Applied Integrated Enterprise Ecosystem
Learning
Management tools including vision, strategy, funding, charging, measurement
SOA Management
and monitoring

Creation and ongoing management of policy and the service architecture and
Service Architecture
portfolio

Operational Single logical operational infrastructure with common policy implementation
Infrastructure and management tools

Life Cycle Consistent reference architecture for tools and platforms to deliver and
Infrastructure manage the requirements-to-retirement life cycle

Process & Framework The architectural framework and repeatable processes enabling consistency,
trust and governance in federated activity

Organization Roles and responsibilities required to establish, operate and maintain a
service oriented business

Programs & Projects Project strategy and planning to enable very high levels of reusable services

Facilitate understanding, communication, measurement
& management of SOA adoption

Each Stream has a number of Capability
Areas

 Vision, Strategy, Business Case  Shared Service  SOA Adoption Roadmap
SOA Management  Funding Management  Communications
 Measurement & Metrics
 Semantic Architecture  Policy Management  Legacy Portfolio Plan
Service Architecture  Process Architecture  Service Portfolio Plan  Business Modularity
 Security Architecture
 Service Platform  Service Management
Operational
 Enterprise Service  Security Infrastructure
Infrastructure Bus

Life Cycle  Service Asset  Usage Management
Management  Policy Management
Infrastructure
 Assembly Environment
 Reference Model and Process  Service Contracts  Change management
Process & Framework  Reference Architecture  Service Governance  Service Certification
Framework
 Reward/Recognition Schemes  Policy Ownership  Roles
Organization  Service Ownership  Cross-Organization  Governance
Coordination
 Project Profiles  Project Chartering  Project/Program
Programs & Projects Management


Engagement Approach

• Duration depends on scope of requirements, level of resourcing
• The assessment and planning is typically carried out in a series of workshops – these
could be stand alone
Assess SOA
New to SOA? Readiness

SOA Readiness Assessment

Business Case for Produce SOA
Plan SOA
Adoption
Adoption SOA Business Case
Business
SOA Adoption Plan Case for SOA

SOA Maturity
Assessment Manage SOA
Adoption
SOA
Outcomes

Assess SOA
Maturity
SOA Maturity Assessment

SOA underway?

Work Breakdown Structure
SOA Adoption &
Excellence

Produce SOA
Assess SOA Plan SOA Manage SOA Assess SOA
Adoption
Readiness Adoption Adoption Maturity
Business Case

Assess Initial SOA Identify Business Determine SOA Develop SOA Assess Ongoing
Capability Drivers Adoption Strategy Capabilities SOA Capability
Review SOA Analyze SOA Plan SOA Monitor SOA Review SOA
Initiatives Opportunity Scenarios Activities Progress
Perform SOA Gap Estimate Business Plan SOA Monitor SOA Perform SOA Gap
Analysis Benefits Capabilities Deliverables Analysis
Produce SOA Plan SOA Monitor SOA Produce SOA
Assess SOA Risks
Readiness Report Organization Results Maturity Report
Estimate Plan Resources & Control SOA
Investment Action Adoption
Prepare Business
Case Process Discipline

Agree Business Process Unit KEY
Case Task

Example Engagement Work Plan
Adoption Planning

0 5 10 15 20 25 30 35

Define Scope and Objectives
Assess Capabilities
Review SOA Initiatives
Perform SOA Gap Analysis
Produce Assessment Report
Plan SOA Adoption
Produce SOA Adoption…
Produce Roadmap Report

Timeframes will vary according to the scope, nature, and complexity of the engagement


Example Engagement Work Plan
Adoption Management (Iterative)

0 50 100 150 200 250

Plan SOA Adoption

Manage SOA Adoption

Develop Architecture

Develop Operational Infrastructure

Develop Lifecycle Infrastructure

Develop Process & Framework

Develop Organization

Manage SOA Programs & Projects

Management Review


The process begins with an Assessment
Facilitated workshop and/or interviews directed to discuss, identify and
describe the:
 Current state of SOA maturity and;
 Current established capabilities
…within each of the 7 adoption streams of the SOA Maturity model
Example Assessment Questions
Stream Capability Area Assessment questions
SOA Vision & Strategy Defined business need and opportunity for transformation to SOA? What is the organization’s
Management overall profile wrt SOA: (range from pure consumer to strategic provider)? How clear is the
organization vision of how it wants to gain the maximum benefit from IT -including emerging
technologies? Long term v Short term?
Business Case Understanding of SOA business opportunity?
Funding Ability to allocate development/change funds on cross program basis? Mechanisms to support
quot;pay as you goquot; funding?
Shared Service Ability to identify/define/manage/develop capabilities for use by multiple programs? Is there any
Management notion of software as a shared asset?
Measurement & Metrics about availability and usage of services? Method and process for tracking ROI? Are
Metrics business indicators of IT usage tracked? Are defined mechanisms in placed for measuring
business performance against benchmarks? Are these business measures correlated with
software measures?
SOA Adoption Method and process for implementing process and architectural change? Organizational
Roadmap adoption profile? What potential inhibitors to SOA adoption exist?
Communications Understanding of SOA concepts? An education programs in place to address emerging
technologies? At what levels/scope? What is the level/scope of awareness of SOA and its
relationship to business? What is overall perception of SOA - does it have an image problem? Is
“service” understood as a business Reserved.
© 2008 Software Inc. All Rights
concept? What is the evidence? 14

SOA Capability Matrix Drives Assessment
Questionnaires & Interviews


Example output from SOA Assessment

Service Management
5
Current State
Projects 1 year view
4
& Programs Target state
3 Lifecycle
Infrastructure Maturity Levels
2
1
0: Zero base
0 1: Early learning
Service 2: Applied
Organization Architecture 3: Integrated
4: Enterprise
Operational 5: Ecosystem
Framework
Infrastructure
& Process

Current State Assessment
of each Roadmap Stream


The activity is to Plan SOA Adoption
Management
Architecture
Organization
Streams Process
Operational Infrastructure Definition of what needs to be
done and the expected results
Delivery Infrastructure for each capability, broken
Projects down by stream

WORK
CAPABILITY
PACKAGE

STRATEGY

Scope MATURITY
OUTCOME
Tactical LEVEL
Enterprise
Ecosystem
Narrow
Domain path Enterprise
Levels
Applied
Integrated
Early Learning

Workshop: SOA Adoption Planning

Purpose Agenda
 Plan SOA services and solutions  Scope
 Establish common view and validate
Preparation (before workshop)  Planning framework
 Identify possible scenarios  Status assessment
 Strawman scenario plans  SOA Vision
 Strategy
Who should attend  Directions
 Business analysts  Broad perspective of problem space
 IT planners  Architecture +
 Enterprise architects  Projects, Process, Governance,
Organization, Management . . .

Post-production (after workshop)


Planning Workshop Questions

Vision
 Consider what a mature SOA
environment looks like?  Process Services
 Core Business Services
 3 years, 5 years horizon?
 Utility Services
 Capability Services
Scope  By Service Domain
 Strategic Business Services
Strategies  Innovating services
 IT Transformation
 Distribute 10 points across SOA
 Project based development
Strategies  Product development
 Distribute 5 points across each of  Legacy Wrapping
 Provisioning Sequence (modernization)
 Centralized Integration
 Provisioning Approach
 Business Process Management
 Planning Scope  BI services
 Identify and score OTHER as  Enterprise App Integration
necessary  Other SOA based Application
Integration
 Loose Ecosystem
Service Types  Managed Ecosystem
 Which service types?


Planning establishes a Target State for each
Roadmap Stream
Example for Architecture Stream


Example SOA Adoption Roadmap Capability Plan
Early Learning Applied Integrated Enterprise Ecosystem
SOA  PoC  SOA Project  Adoption roadmap
Management  Measurement metrics  Architecture compliance scorecards
& monitoring

Service  Metadata  Canonical data model to drive common  Service Portfolio Plan
Architecture repository enterprise view of data  Services classified by agility
 Solution domains restructured (to align needs
with service domains)  Highly generic core services
 Domain reference architecture
Framework &  Standard for service specification  Service reference architecture
Process  Core service identification
 Delivery & realization process
 Sourcing, usage & integration
architecture policy based on
business agility needs
Life Cycle  Assembly platform to allow efficient and  Registry & repository
Infrastructure coordinated reuse of core services
 Basic service asset management
Acquisition  Service acquisition from ERP
vendors driven by business
agility architecture
Operational  Service platform  Infrastructure as an SOA  Virtualization
Infrastructure  Integrated infrastructure and application of
& Security vendor platforms infrastructure
Organization  Architecture  Centralized  Single point of architectural  Reward & recognition based on
& Trust roles & data analysis accountability for integration service model (reuse,
responsibilities  Architect  Unified enterprise architecture practice dependency)
assigned certification  Business modeling incorporated into
architecture responsibility
Projects &  Comprehensiv  Assembly  Specialization of service provisioning  Rollout projects & programs
Programs e PoC projects projects implementationInc. All Rights Reserved.
© 2008 Software & assembly projects 21

Key Tools and Deliverables

 Tools
 SOA Capability Matrix
 SOA Capability Assessment Questionnaire
 Capability Dependency Modeling
 CBDI-SAETM Methodology and Knowledgebase
 Deliverables – Vary depending on scope and desired outcome
 Current State Assessment
 SOA Adoption Roadmap
 Short and medium term action plan to deliver roadmap
 Defined performance metrics and plan to track and gather
 Detailed assignment delivers detailed capability development plan &
project adoption plans
 Communicable strategy and detailed change management plan


Key SOA Adoption Roadmap Planning
Deliverables - Examples
3. Capability Development Plans

1. Readiness and Maturity State Assessments Early
Learning
Applied Integrated Enterprise Ecosyst
em

SOA  PoC  SOA  Adoption roadmap
 Measure Project  Architecture compliance
Manage ment & metrics scorecards
ment monitorin

Service Management
5
g

Service  Metadata  Canonical data model to drive  Service Portfolio Plan
repositor common enterprise view of data  Services classified by
4 Architec
ture
y  Solution domains restructured (to
align with service domains) 
agility needs
Highly generic core

Projects 3 Lifecycle



Domain reference architecture

Standard for service specification 
services

Service reference
Framew

& Programs 2 Infrastructure ork &
Process



architecture
Core service
identification
Delivery & realization
process
1  Sourcing, usage &
integration architecture
policy based on
0 business agility needs

Life  Assembly platform to allow  Registry & repository
efficient and coordinated reuse of

Organization Service Cycle
Infrastr
ucture

core services
Basic service asset management

Architecture Acquisit  Service acquisition
from ERP vendors
ion driven by business
agility architecture

Framework Operational Operati
onal
Infrastr


Service platform
Integrated infrastructure and
application vendor platforms
 Infrastructure as an
SOA
 Virtua
lizatio
n of
infrast

& Process Infrastructure ucture
&
Security
ructur
e

Organiz  Architect  Centraliz  Single point of architectural  Reward & recognition
ure roles ed data accountability for integration based on service
ation & & analysis  Unified enterprise architecture model (reuse,
Trust responsib  Architect practice dependency)
ilities certificati  Business modeling incorporated
assigned on into architecture responsibility

Projects  Compreh  Assembl  Specialization of service  Rollout projects &
ensive y provisioning implementation & programs
& PoC projects assembly projects
Progra projects
ms

2. Target States and Gap analysis

After the Roadmap Planning Workshop -
Next Steps
 Develop, detail and refine SOA  Independent SOA compliance
Roadmap assessment
 Develop Roadmap management  Mature CoE
process  Defined roles, responsibilities,
 Team capabilities
 Process  Review layered architecture
 Responsibilities  EA
 Communicate Roadmap to:  Develop IT specific equivalent
 Other groups
 Education
 eLearning - Business Service
Architecture
 Face to Face
 Revise the reading list
 Develop Collaboration Plan with other
parts of organization
 Create common knowledgebase for
shared concepts
 Formalize reference architecture


Independent Guidance for
Service Architecture and Engineering

Next Steps
Additional Discussion/
Appendix Slides

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Critical Success Factors

 Formal sponsorship of SOA Adoption by Executive Management
 Assigning knowledgeable business and technical resources
 Active participation by assigned resources
 Enablement of planned activities
 Customer’s willingness to pursue recommended actionsdd others
according to what we know about the customer>


Customer Resources Required

 Active participation of business experts and technical experts
(enterprise architects, application experts, business analysts), who
will contribute their knowledge and insight to the identification of:
 Current capabilities
 Current SOA maturity state
 Critical business issues
 SOA goals and objectives
 Planned Business and IT projects
 Desired target SOA maturity state and timeframe
 Intermediate states with associated timeframes
 Tasks and capabilities that will enable the identified states to be
achieved


Preparatory Work

 Customer
 Ensure availability of key resources for the duration of the
workshop(s)
 Ensure a suitable environment, facilities and working conditions for
the duration of the workshop(s)
 Provide background information for Everware-CBDI

 Everware-CBDI
 Review background documents as provided by the customer
 Provide workshop outlines and draft agendas to the customer


Why Everware-CBDI ?

 Independent specialist SOA
methodology firm
 Merger of established
UK and US companies in 2006
 27,000+ subscribing architects
worldwide
 Enabling structured, enterprise level
SOA
 Facilitating SOA standards
 Defined, documented SOA methodology
 Widely used best practices, reference
architecture, repeatable processes
 SOA Solution Business including
Education, Consulting, Knowledge
products

 www.cbdiforum.com
 www.everware-cbdi.com

Everware-CBDI - World Wide Reputation

 Over 12 years of experience in applying Service Oriented concepts,
methodology, and best practices have established the Everware-CBDI as a
leader in SOA adoption.
 Partial list of credentials and achievements:
 CBDI Forum Portal - 27,000+ member architects worldwide
 Keynote Speakers on SOA on recent industry conferences including Microsoft Architect’s Councils
(US, Europe), IBM Architect’s Councils, SAP User Group, Open Group, IDG SOA Europe, and
many more
 SOA Metamodel Submission to OMG
 Active membership of the OMG UPMS Joint Submission team
 IAC EA-SIG/Services Committee Chair
 OMG GovDTF Co-Chair
 Publications:
 CBDI Journal - over 100 Editions published
 White Papers (e.g., CIO Council, IAC, Lead Role in Practical Federal Guide for SOA)
 Books (e.g., Service Orientation, Information Modeling)

 http://www.cbdiforum.com/feedback.php3
 +353 (0)28 38073 (Ireland)
 703-246-0000 or 888-383-7927 (USA)


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