Legacy application maintenance consumes a large percent of the IT budget, yet often delivers outdated results in form and function. Legacy applications are often monolithic and siloed, resulting in rigid business processes with high maintenance costs and long cycle times to change. Users of Smart Phones, iPads and other devices, for example, wonder why the applications they...’re running look like they are stuck in the 1990s. The once desirable thin client not only looks dated, but delivers a poor user experience. Join Perficient Perspectives for a look at application modernization using SOA, EDA, BPM and a muti-channel, Web 2.0 presentation layer with an approach than can reduce the risk of delivering underwhelming applications. We will discuss: - Best practices for legacy integration with modern architecture - How to create event-driven and agile business processes without ripping out legacy systems - How technologies fit together to support reusable services across mobile and Web 2.0 applications - Real-world case studies and working architecture diagrams Presenter Eric Roch is Principal, SOA/Integration Solutions for Perficient.

1. Reducing the Risk of Legacy Architecture Modernization A look at application modernization using SOA, EDA, BPM and a muti-channel, Web 2.0 presentation layer with an approach than can reduce the risk of delivering underwhelming applications. Our Speaker: Eric Roch, GM and Chief Technologist for Perficient’s Enterprise Application Integration practice, focused on technical architecture for multi-platform application and systems integration at organizations.

2. Agenda Why Architecture Modernization What part does SOA play SOA and Data Management SOA and BPM SOA and Web 2.0 and Cloud Computing Architecture Futures – Mobility and Event Processing Putting it all together Case Study Architecture Modernization Modern Architecture Benefits and ROI

4. IT Strategic Consulting

5. IT Architecture Planning

6. Business Process & Workflow Consulting

7. Usability and UI Consulting

8. Custom Application Development

9. Offshore Development

10. Package Selection, Implementation and Integration

11. Architecture & Application Migrations

14. Business process change takes yearsConstituencies demand modern applications Process improvement and agility Multi-channel information flow Competitive forces, regulations, cost restructuring

15. SOA is not the Total Answer SOA is about architecture Does not implicitly improve governance, IT strategy, or business alignment In practice is often lead by IT architects with little business input or impact Top-down, strategic SOA has been disappointing and most likely on hold due to economics There is more to building modern application than SOA Total modern architecture includes SOA, BPM, data management, event processing and Web 2.0 technologies - plus flexibility to accommodate future technologies

16. An Architecture Paradigm Shift Accidental Rigid Silo-Oriented Layered Extensible Service-Oriented Value in reusable services and also architecture consistency

17. SOA as a Mature Enabling Technology Source: Gartner (August 2009)

18. Technology Forecasting “cloud computing and cloud/Web platforms have tipped over the peak and will soon experience disillusionment among enterprise users” Source: Gartner (August 2010)

19. Facilitates communication between services ESB Apps & Info Assets A Modern Reference Architecture Business Innovation & Optimization Services Facilitates better decision-making with real-time business information Interaction Services Process Services Information Services IT ServiceManagement DevelopmentServices Enables collaboration between people, processes & information Orchestrate and automate business processes Manages diverse data and content in a unified manner Integrated environment for design and creation of solution assets 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 Facilitates interactions with existing information and application assets Infrastructure Services Optimizes throughput, availability and performance

21. SOA for application integration

22. SOA as enabling infrastructure – portals, information management, reusable software components

23. SOA connectivity – B2B, portal, cloud computing, mobility, multi-channel

24. Information management – information as a service, business intelligence, master data management Pick the path to quick wins and ROI

25. Facilitates communication between services ESB Apps & Info Assets ESB and Integration Reference Architecture Business Innovation & Optimization Services Facilitates better decision-making with real-time business information Interaction Services Process Services Information Services IT ServiceManagement DevelopmentServices Enables collaboration between people, processes & information Orchestrate and automate business processes Manages diverse data and content in a unified manner Integrated environment for design and creation of solution assets 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 Facilitates interactions with existing information and application assets Infrastructure Services Optimizes throughput, availability and performance ESB Integration Patterns: Transform, Enrich, Route, ... Partner Integration: e.g. EDI, EDIINT

27. Transport

28. Route

29. Mediate

30. Event notification

31. Exception HandlingEnterprise Service Bus (ESB) Check Quantity Credit Check AlertLarge Order Check Customer Account Process Order Place Order Notify Customer Issue Invoice Abstract the data format and the behavior of legacy systems

32. Legacy Data Management

33. The SOA Information Gap “SOA by itself does nothing to address the question of how data should be managed within this architecture. ... data remains fragmented despite the best efforts to rationalize it. This issue is motivating the creation of a new class of middleware that Forrester calls the information fabric.” The Forrester Report Information Fabric: Enterprise Data Virtualization "You will waste your investment in SOA unless you have enterprise information that SOA can exploit." Gartner

34. Insightful Relationships BusinessContext Data & Content Information as a Service Insight People Processes Tools & Applications Master Data, Entity Analytics, Decision Portals, Executive Dashboards, Industry Data Models Extracted or Real-time Standards-based e.g., XQuery, JSR170, JDBC, Web Services... Information as a Service Optimize, Virtualize, Integrate, Accelerate Heterogeneous Applications & Information and more… Content Management DB2 EDIINT Oracle Legacy

36. Inconsistency in sources and how data is derived

37. Inconsistency in rules applied to data

38. Multiple points of maintenance

40. Leverages understanding of metadata relationships

41. Applies consistent rules to data

42. Centralized control and maintenance

44. SOA and BPM

46. Although it can be said that organizations have always been using BPM, a new impetus based on the advent of software tools which allow for

47. Direct execution of the business processes without a costly and time intensive development of the required software.

48. In addition, these tools can also monitor the execution of the business processes, providing managers of an organization with the means to analyze their performance and make changes to the original processes in real-time

51. Key benefits:

52. Visibility & commonality of processes

53. Processes as the common ”language” between IT and business

54. Cost reduction through flexible automation – typically 20+%

55. Process optimization and streamlining across applications and the enterprise

56. Continuous, nondisruptive process improvement

57. Monitoring provides understanding of where the employees spend their time

58. Faster implementation of changes in processes – typically 30+%

59. Optimizing skills usage in the business

61. SOA, Web 2.0 and Cloud Computing

63. A new generation of web-based communities and hosted services — such as social-networking sites, wikis, and social-tagging — which aim to facilitate creativity, collaboration, and sharing between users. How can we get the best of both worlds?

65. Cloud Services

66. Business Services

67. Composition of Services

68. Deployment and Accessibility

71. Large data sets: paging, parsing, filtering

72. Support native runtime features (graphics, camera, GPS)

73. Rich user experience over slow data connections

74. Connectionless environments

75. Security and transactional state regardless of connection

76. Context awareness and digital memory

77. Agents, rules engines and events

78. RFID, sensors and actuators Pervasive computing is coming. How will your architecture support it?

79. Facilitates communication between services ESB Apps & Info Assets Web 2.0 Reference Architecture Business Innovation & Optimization Services Facilitates better decision-making with real-time business information Interaction Services Process Services Information Services IT ServiceManagement DevelopmentServices Enables collaboration between people, processes & information Orchestrate and automate business processes Manages diverse data and content in a unified manner Integrated environment for design and creation of solution assets 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 Facilitates interactions with existing information and application assets Infrastructure Services Optimizes throughput, availability and performance Presentation of business entities and tasks

80. Events and Complex Event Processing “The goal of CEP is to enable the information contained in the events flowing through all of the layers of the enterprise IT infrastructure to be discovered, understood in terms of its impact on high level management goals and business processes, and acted upon in real time.” Professor David Luckham Stanford University

81. Correlated Events Trigger Processes AMR: A single monthly energy consumption read per customer at 15 minutes intervals is now over 2,900 meter reads per customer per month.

82. Facilitates communication between services ESB Apps & Info Assets CEP Reference Architecture Business Innovation & Optimization Services Facilitates better decision-making with real-time business information Interaction Services Process Services Information Services IT ServiceManagement DevelopmentServices Enables collaboration between people, processes & information Orchestrate and automate business processes Manages diverse data and content in a unified manner Integrated environment for design and creation of solution assets 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 Facilitates interactions with existing information and application assets Infrastructure Services Optimizes throughput, availability and performance CEP is linked to BPM and SOA forming supporting vastly more events than legacy systems where designed to handle.

83. Starting down the Service Oriented Path

84. Architecture Modernization Challenges Spans multiple technologies Design requires multiple views for business, analyst, architects and developers The role players in the design process require new skills Tools and techniques are immature

86. Establishes the SOA competency center organizational and maturity model

87. Define governance model for design, asset management and operations

88. Develops SOA reference architecture

89. Addresses SOA project orientated methodology

90. Establishes the operations and quality assurance strategy processes and procedures

91. Supported by design patterns and reusable components

92. Codify common design patterns – e.g. the Exception Handler

94. Presentation

95. Proxy/Gateway

96. Messaging

97. Orchestration

98. Adapters

99. Gateway

100. Service Levels and Metering

101. Protocol Level Abstraction

102. Version Management

103. Dynamic Routing

104. Security

105. On-Demand Encryption

106. Messaging

107. Communication layer between other components of QSF

108. Orchestration

109. Service and Business process orchestration built on products from IBM, TIBCO, Oracle, OSS

110. Exception Handling and Audit Logging

111. Adapters

112. Backend abstraction

114. Automates sales role in the overall order process

115. Features: Visibility to product availability, automated cost estimates, collaborative (with customer) proposal process, capture of information to eliminate downstream duplicate data entry and facilitate process hand-offs

116. Key benefits: Process improvement and automation results in time savings for sales leads to increased sales

118. Case Study: Architecture Modernization

120. Services

121. Presentation

122. Data Management

123. Content Management

124. Information Targeting

125. Rules Management

126. Tracking

127. Search

128. Security

129. How it was achieved

130. Selection and standardization on a set of commercial and open source tools

131. Selection and standardization of Out-Of-The-Box tool kits (e.g. .Net)

134. Presents an application specific API

135. Hides multi-service marshalling from presentation layer

137. Specialized purpose

138. Performs the application’s heavy lifting

139. Scalable

140. Dev-cycle independent from rest of systemPublic Interface API Config Price Inventory … PaymentEstimator Data Cache QueryInterface Notification Agent External, Live Data Services Persistence Virtual File System (VFS)

142. Create Separate Transformation Process to manage structured data

143. Develop Administrative Tools

144. Implement within Portal FrameworkPhase 1: Data Management

146. Implement new Content Management Layer

147. Separate Ad Serving from CAR Search

148. Establish CAR search as “Portlet”

149. Send CAR Search results to Ad PortletColor represents an interim step Phase 2: Content Management

151. Implement new search

152. Eliminate redundant databases

153. Establish new reporting

154. Create new emailer and Lead Function

155. Create Dealer Centered Site

156. Support external updatesPhase 3: CARS Application Migration

158. Next Steps

160. Get SOA projects on target with actionable and prioritized recommendations

161. 2 Perficient Consultants for 1 week

162. Fluid engagement pre-planned and coordinated with the client

163. Facilitated sessions

164. Document as-is architecture and make best practices recommendations

165. Review…

166. IT strategy for SOA including completed projects to date

167. Organization and governance

168. Solution architecture and design

169. Enterprise and reference architecture

170. Service monitoring, auditing, and exception handling practices

171. Current staffing roles to support SOA

172. Existing service level agreements and escalation procedures

173. Testing and quality assurance

174. Current change control process

175. Key deliverables

176. Findings Presentation

177. Recommendations Document

179. Fast paced drive to value

180. Identify SOA entry points to quick ROI

181. 2 Perficient Consultants for 1 week

182. Fluid engagement pre-planned and coordinated with the client

183. Facilitated sessions

184. Review company objectives, mission, goals and vision

185. Review services and processes provided by functional business units

186. Review information systems assets, processes IT staff expertise, and project roadmap

187. Review application and enterprise architecture

188. Key deliverable is a presentation that identifies

189. SOA target applications, business processes and candidate services

190. IT organizational impact

193. Public, NASDAQ: PRFT

194. 2009 Revenue of $188 million

195. 16 major market locations throughout North America

196. Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New Orleans, Philadelphia, San Jose, St. Louis and Toronto

197. 1,300+ colleagues

198. Dedicated solution practices

199. ~450 enterpriseclients (2009) and 85% repeat business rate

200. Alliance partnerships with major technology vendors