SOA Adoption Roadmap Engagement Overview Slideshare1. Independent Guidance for
Service Architecture and Engineering
SOA Adoption Roadmap
Engagement Process Overview
www.everware-cbdi.com
www.cbdiforum.com 2. 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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Why Everware-CBDI
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© 2008 Everware-CBDI Inc 3. 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
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© 2008 Everware-CBDI Inc 4. 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
© 2008 Software Inc. All Rights Reserved. 4
© 2008 Everware-CBDI Inc 5. 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
© 2008 Software Inc. All Rights Reserved. 5
5 © 2008 Everware-CBDI Inc 6. 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
© 2008 Software Inc. All Rights Reserved. 6
© 2008 Everware-CBDI Inc 7. 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)
© 2008 Software Inc. All Rights Reserved. 7
© 2008 Everware-CBDI Inc 8. 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
© 2008 Software Inc. All Rights Reserved. 8
© 2008 Everware-CBDI Inc 9. 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
© 2008 Software Inc. All Rights Reserved. 9
© 2008 Everware-CBDI Inc 10. 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?
© 2008 Software Inc. All Rights Reserved. 10
© 2008 Everware-CBDI Inc 11. 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
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11 © 2008 Everware-CBDI Inc 12. 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
© 2008 Software Inc. All Rights Reserved. 12
© 2008 Everware-CBDI Inc 13. 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
© 2008 Software Inc. All Rights Reserved. 13
© 2008 Everware-CBDI Inc 14. 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.
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concept? What is the evidence? 14
© 2008 Everware-CBDI Inc 15. SOA Capability Matrix Drives Assessment
Questionnaires & Interviews
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© 2008 Everware-CBDI Inc 16. 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
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© 2008 Everware-CBDI Inc 17. 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
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17 © 2008 Everware-CBDI Inc 18. 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)
© 2008 Software Inc. All Rights Reserved. 18
18 © 2008 Everware-CBDI Inc 19. 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?
© 2008 Software Inc. All Rights Reserved. 19
19 © 2008 Everware-CBDI Inc 20. Planning establishes a Target State for each
Roadmap Stream
Example for Architecture Stream
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© 2008 Everware-CBDI Inc 21. 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
© 2008 Everware-CBDI Inc 22. 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
© 2008 Software Inc. All Rights Reserved. 22
© 2008 Everware-CBDI Inc 23. 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
© 2008 Software Inc. All Rights Reserved. 23
23 © 2008 Everware-CBDI Inc 24. 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
© 2008 Software Inc. All Rights Reserved. 24
24 © 2008 Everware-CBDI Inc 25. Independent Guidance for
Service Architecture and Engineering
Next Steps
Additional Discussion/
Appendix Slides
www.everware-cbdi.com
www.cbdiforum.com 26. 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>
© 2008 Software Inc. All Rights Reserved. 26
© 2008 Everware-CBDI Inc 27. 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
© 2008 Software Inc. All Rights Reserved. 27
© 2008 Everware-CBDI Inc 28. 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
© 2008 Software Inc. All Rights Reserved. 28
© 2008 Everware-CBDI Inc 29. 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
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© 2008 Everware-CBDI Inc 30. 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)
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+353 (0)28 38073 (Ireland)
703-246-0000 or 888-383-7927 (USA)
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© 2008 Everware-CBDI Inc