How to move beyond project level SOA

3. Using SOA Tools v Doing SOA
Transformation
Accounts
$ Receivable
Customer
(DataHub)
SOA Methodology
Orders
(EJB 3.0)
Promotion Management
? (Business Rules)
? ?
Exception Management
Portal – Order Hospital
Process Process
(Human Workflow)
Integration | One Off Services SOA | Reusable Services
One off Implementation Low Reuse Potential Architected for Reuse Higher Reuse Potential
For a good overview of service granularity, go to http://www.soaglossary.com/service_granularity.asp

4. Thomas Erl, Author of SOA:Principles of Service Design
“It's tough to incrementally adopt SOA when you're delivering
services tactically because each tactically delivered service
essentially becomes legacy once SOA is properly adopted.”

5. <Insert Picture Here>
Moving Beyond Project-Level SOA (S291389)
Dr Mohamad Afshar, Prasen Palvankar, Oracle Fusion Middleware
… plus Naresh Apte, Basheer Khan, Robert Schneider, David Senak

6. <Insert Picture Here>
Introduction

7. SOA Adoption Strategies
Enterprise-Driven
IT 100% Full Steam Ahead
Management Behind
Enterprise SOA
Management Skeptical – Management not Bought
Need Convincing In 100%
IT Focused on Success IT Able to Drive Reuse
Stories to Convince Across Departments
Infrastructure-Driven
Project-Driven

8. SOA Enablers
SOA Benefit Enabler
1) Standards-based Interfaces
Interoperability 2) Available through standard protocols
3) Canonical Data Models (within Domain/ Enterprise)
1) Assemble rather than build
Ease and Speed of 2) Processes, Rules, Events captured in high-level models instead
Development of in code
3) Service portfolio speeds up development
Agility
1) Separation of Concerns – messaging, workflow, rules, etc.
& Reducing Impact of 2) Loose Coupling, e.g. Changes localized to service
Change implementations
Lower 3) Abstract Legacy and Proprietary Interfaces
Cost
1) Standards-based interfaces
2) Process captured in BPM/ BPEL engines
Increased Visibility
3) Events captured in CEP engine
4) Data services with standardized formats for key data assets
1) Portfolio of Services built for reuse
Reuse 2) Registry/ Repository to aid developers and architects in finding
reusable assets

9. Adoption Strategies Tied to SOA Benefits
Enterprise- Infrastructure- Project-
SOA Benefit
Driven Driven Driven
Interoperability
Utility Services
Ease and Speed of Development
Agility
&
Reducing Impact of Change
Lower
Cost
Increased Visibility
Reuse
Utility Services
It’s difficult to get reuse if you are doing the project-driven
approach unless you actively plan and execute to get it!

10. More Effort Now Less Pain Later
Initial service delivery cost, effort
Subsequent Service
and time is increased due to
Governance burden
service identification and service
reduced
portfolio planning
Enterprise-Driven
Enterprise-Driven
Infrastructure-Driven
Infrastructure-Driven
Project-Driven
Less Effort Now Pain Later
Initial service delivery cost, effort Subsequent Service
and time is reduced because the Governance requires
analysis scope is based on increased cost, effort,
immediate project requirements time

11. <Insert Picture Here>
Project-Driven SOA

12. Characteristics of Project-Driven SOA
Key Characteristics Focus/ Benefits Downfalls
• Some Cost Savings Flat • Incremental Improvement
• Little Involvement from the
Line
Business Side • Tactical Agility Only -
• Some Agility through Ease of Change
• Scope Restricted to
not Service Portfolios
Individual Projects
SOA Benefit Score
• Not Investing in Design
• Integration / Data
Standards has a Cost
Movement Focused Interoperability
• Disparities Addressed
• New Projects Build
Ease and Speed through Integration
Everything from Scratch
of Development
• Missing Reusable
• Not Focused on Reuse
Reducing Business Services
Impact of • Potential Proliferation of
Change Unshareable Services
Increased • Introduces New Silos and
Visibility Related Integration and
Governance burden
Reuse

13. Project | Integration
Scenarios:
•Siebel Order Capture to Oracle ATP
•Oracle Configurator to Siebel Order Capture
•Siebel Order Capture to G-Log
•Siebel Order Capture to Oracle Financials
BPEL FLOW
Siebel
CRM
E-Business Suite

14. Out-of-the-Box Services from Oracle
Sustainable Integration through Web Service
Supporting SOA with Applications Unlimited
JD
Oracle PeopleSoft Siebel
Edwards
Enterprise Business More than More than More than More than
Services (out of box) 150 200 100 100
Enterprise Service More than More than More than More than
Operations 1000 2000 1000 500
Enterprise Business More than More than More than More than
Events 1000 200 1000 300
Modeled Business More than More than More than More than
Process Support 5000 800 1000 300
Services Repository
YES YES YES YES
Available

15. Naresh Apte
TasmanAve, Inc. Founder and CEO,
TasmanAve, Inc.
• Lesson Learned
Consumer Products Company
• SOA projects require the same project
• Project-Driven SOA
considerations such as Performance,
• Results
Security, HA
• SOA Foundation ready for future
• Organizational: EA should champion pan-
• Significant Cost Savings
enterprise SOA practices as reuse is not a
• EA prime mover for SOA adoption prime mover at project level
• Technology Issues: SOA Skills, New • Key Takeaway
Technology Readiness
• Treat middleware mainly as middleware
• Organizational Issues: EA’s role:
implementer versus strategic visionary?

16. Naresh Apte
TasmanAve, Inc. Founder and CEO,
TasmanAve, Inc.
• Lesson Learned
Computer Peripherals Company
• Technical: Adapters can introduce their
• Project-Driven SOA
own issues
• Results:
• Disparity in standards adoption causes
• Sales team moving towards single site
interoperability problems
for sales information
• Organizational: Real-time works !
• SOA Foundation ready for future
• Key Takeaway
projects
• Don’t expect 100% plug-play from day
• EA is partnering with other IT teams
one
• Technology issues: SOA Skills, XML
modeling incompatibilities
• Organizational issues: Gain confidence in
event-based real-time business processing

17. What is a Business Service?
A business service is a software solution that provides functions related
to one or more business processes. Business services may be composed
from one or more fine-grained utility, entity or task services and are
described using business semantics.

18. Transitions
Enterprise-Driven
2) Project-Driven to 3) Infrastructure-Driven to
Enterprise-Driven Enterprise-Driven
IT 100% Full Steam Ahead
Management Behind
Enterprise SOA
Management Skeptical – Management not Bought
Need Convincing In 100%
IT Focused on Success IT Able to Drive Reuse
Stories to Convince Across Departments
Infrastructure-Driven
Project-Driven
1) Project-Driven to
Infrastructure-Driven

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

21. Starting Point for Each Approach
Corollary: Have to Ensure
that you have all capabilities
at levels lower than the one at
which you start
Enterprise-Driven
Infrastructure-Driven
Project-Driven

22. <Insert Picture Here>
Project-Driven to
Infrastructure-Driven

23. What You Will and Won’t get out of it?
• Some Cost Savings
• Shared Platform / Enterprise Nervous System
• Reuse of Application Agnostic / Utility Services
• Improved Interoperability Within Silos
• Reduced Integration Between Silos
• Ability to Continue with Existing Methodology(/s)

24. Characteristics of Infrastructure-Driven SOA
Projects Recommendations Downfalls
• Standardize on SOA • Requires Buy-in
• Integration + MDM
Platform
• Shared Budgeting for
• Consolidation / Mainframe
• Focus on Use of Industry Platform and Utility
Migration
Standards Services
SOA Benefit Score
• Bring in Design Standards • Ownership over Platform
for Repeatability and Utility Services
Interoperability
• Build and Manage • Not Investing in Business
Ease and
Reusable Artifacts Services limits ROI and
Speed of
Interoperability
Development Services
•
• Agility Limited Since there
Reducing Business Rules
•
is no Portfolio of Business
Impact of
Data Models
• Services
Change
Schemas, Transforms,
• Anything Not Standardized
Increased etc
has Downfalls of Project-
Visibility
• Governance – Policies to Driven Approach
Encourage Building, Reuse
Reuse
of Assets + Operations

25. SOA Governance for Infrastructure-Driven
Service Ownership Capacity Planning
Projects /
Service Operations
Service Lifecycle Gov Enforce Service Levels
Lifecycle Shared Artifacts Enforce Policies

26. <Insert Picture Here>
Basheer Khan
CEO, Innowave Technology
• Lesson Learned
Syntax-Brillian
• Executive buy in critical for
• Currently adopting a Project-Driven
project success
approach to SOA
• Test, Test, .. And Test some
• Improved Customer Relationship
more! It is never enough!
Management
• Key Takeaway
• Increased Fulfillment Capability
• Factor in additional time when
• EA managed by the CIO
dealing with hosted
• Issues:
environments
• Disparate Systems
• Change Management

28. <Insert Picture Here>
Basheer Khan
CEO, Innowave Technology
• Lesson Learned
• HELIO
• Involve & train in-house technical
• Project-Driven to Infrastructure-
resources
Driven approach
• Key Takeaway
• Started out as an integration project,
evolved into reusing components • When working with startup
across the enterprise companies, architect and
develop processes closest to the
• Introduced agility & interoperability to
backend system first
business processes
• EA handled by VP of Applications
• Issues:
• Time to market

30. <Insert Picture Here>
Basheer Khan
CEO, Innowave Technology
• Lessons Learned:
Secure Path
• Critical to devote time upfront to
• Currently adopting a Enterprise-
finalize data contracts
Driven approach to SOA
• Enterprise-wide SOA Roadmap
• Extremely quick turnaround time to
established
onboard new customers
• Reusing a number of services /
• Platform agility supports rapidly
processes
growing business needs
• Key Takeaway:
• Very active EA led by their CTO
• Focus on Business Processes
• Issues:
and not the Technology
• Scalability & Performance issues
with their previous .Net platform

32. <Insert Picture Here>
Project-Driven to
Enterprise-Driven

33. What You Will and Won’t get out of it?
• Increased Cost Savings and ROI
• Dramatically Reduced Cost of Integration and
Reduced IT Burden
• New Processes Automated in Less Time and With
Less Effort
• Agility through Shared Business Services and Service
Portfolios
• Interoperability across Silos
• Methodology focused on Building and Using
Reusable Assets

34. Characteristics of Enterprise-Driven SOA
Projects Recommendations Downfalls
• Enterprise-Centric is NOT • Have to Invest
• Process Automation / BPM
Enterprise-Wide!
• Has to be Managed to
• Monitoring and
• Alignment with Business Deliver Results
Optimization
Strategy & Involvement of
• Requires Organizational
• Application Consolidation
Business People
Alignment
SOA Benefit Score • Perform Cross-Project
• Prone to Dictatorship
Planning & Funding
Interoperability
• Ensure that EA Initiatives
• Build and Manage
& Policies are Adopted by
Ease and
Reusable Artifacts
Divisional IT Groups
Speed of
Process Modeling for
Development •
• Cost Associated with
Services
Standardization have to be
Reducing
Data Services Balanced and Managed
Impact of •
Change Portfolio Planning • Works Best with Changes
•
in Methodology
Increased • Leverage Architecture &
Visibility Design Standards
Reuse • Enact as Much Governance
as Required

35. Business Service Portfolio Plan
Now 18 Months
12 Months
Service
Service Service
Service
Service Service Marketing
Customer Marketing
Service Service Warehouse
Customer Marketing
Conceptual Service
Customer Marketing
Services Service
Customer
Portfolio Finance
Customer
Service
Service Service
Service
Customer
Service
Service
Customer
Service Customer
Service Service Customer
Concrete Customer
Service Customer
Customer Customer Customer
Service
Services Service
Customer
Portfolio
Marketing
Customer
The more effort you put in upfront on identifying, refining service candidates, and building a service portfolio
plan, the less chance you will have of increased governance burden, overlapping services, versioning

36. SOA Governance for Enterprise-Driven
Financial
People Portfolio
Service Funding Model
Service Usage Fees Projects Portfolios
Roles & Responsibilities
End to End Platform Funding Services Portfolios
EA Group
ERP, Legacy App Portfolios
Service & Process Owners
Service Ownership Capacity Planning
DRIVEN BY
Project Service Lifecycle Gov Enforce Service Levels
Operations
EXECUTIVES
Execution Shared Artifacts Enforce Policies
Strategic SOA Platform Reference Architectures
Data Ownership Architectural Standards
Enforce Platform Decisions
Data Standards
Shared Foundation Srvcs Blueprints & Patterns
Technology Data Quality
Architecture
Information
For a White Paper go to http://www.oracle.com/technologies/soa/docs/oracle-soa-governance-best-practices.pdf

37. Put your company
<Insert Picture Here>
Logo here please
Robert D. Schneider
SOA Systems Inc.
• Large Canadian Telco • Lessons learned
• Infrastructure-to-Enterprise • Technical: Demand higher quality,
better governed infrastructure services
• SOA means faster time to
production, better re-use • Organizational: Wrapping legacy
services and incorporating them in a
• Moderately active EA oversight
strategic vision demonstrates the
• Challenges overcome
benefits of reuse
• Technology: Setting proper
• Future enterprise-centric service plans:
granularity for strategic services
Continue top-down analysis; use vendor-
wrapped around legacy services
provided Web services as legacy silos
• Organizational: Instilling a culture
• Advice: Top-down, strategic analysis is
of service reuse
vital for even the most tactical of projects

38. Put your company
<Insert Picture Here>
Logo here please
Robert D. Schneider
SOA Systems Inc.
• Lessons learned
• Fortune 500 Shipping Co.
• Technical: Must design services in
• Major Enterprise SOA Initiative (phased
advance to support inevitable larger,
roll-out over 3 years, concurrent with
more complex service compositions
legacy maintenance)
• Organizational: Making everyone
• $250K pilot project was valuable
understand the strategic goals is key to
learning experience plus high ROI
getting their support
• Enterprise Architecture team has been
• Future enterprise-centric service plans:
central to pilot and main SOA projects
Establish a strong business entity service
• Challenges overcome:
layer for broad reuse and business
• Technology: Assessing maturity of alignment
Service Activity Management
• Advice: Success with SOA impossible
technologies
without successfully enforcing internal
• Organizational: Enforcing Internal design standards on a consistent basis
Design Standards

39. <Insert Picture Here>
Infrastructure-Driven to
Enterprise-Driven

40. <Insert Picture Here>
Dave Senak
SOA Integration Architect, The Hartford
Level 1: 1999-2003 Level 2: 2003-2005 Level 3: 2005 Onwards
SEMCI application selected refactored Project-based services selected (driven Business & IT create 5 year business and IT
to orchestration of srvcs by project budget) roadmap; Business blueprints defined for
all LOB
SOAP, WSDL, UDDI standards BPEL, WSIF, WS-Security standards
Funding model changed from project-based to
WSM, UDDI SOA tools selected, BPEL and XML security/acceleration
enterprise-based
leveraged existing message bus appliance selected
Rules, Portal, BPM engines selected
PCAC (P&C Architects Collective) Integration Reference Arch v1.0, App
formed (no org changes) Reference Arch. v2.0 created SOA “Cookbooks” for all SOA tools (maint.)
Application Reference Arch v1.0 Formal EA group under newly formed Business architecture defining Business
completed & Projects Checked CTO (EAs centralized) Services Portfolio
“Do No Harm” governance policy Architect job family defined (30 people’s SOA Governance tools selected, esp. Business
title changed from architect) Services Catalog
Project scoring under definition with
feedback SOA “Cookbooks” defined for existing SOA Service Committee, Standards
SOA tools (development) Committee
No Explicit Metrics to Measure Progress
on SOA Road Score Projects to Influence Business Key business metrics and KPIs identified and
Decisions – but Scoring Project- communicated monthly
No Reuse
level
© 2007 The Hartford

41. <Insert Picture Here>
Conclusions

42. SOA Adoption Strategy
Enterprise-Driven
IT 100% Full Steam Ahead
Management Behind
Enterprise SOA
Management Skeptical – Management not Bought
Need Convincing In 100%
IT Focused on Success IT Able to Drive Reuse
Stories to Convince Across Departments
Infrastructure-Driven
Project-Driven

44. SOA Suite 10.1.3 - Winning Awards
Independent Evaluation by InfoWorld, Published Jan 2007
“Oracle SOA Suite - Excellent”
“I found Oracle SOA Suite, hands down, the
most comprehensive and easy to use
product on the market today.”
“When it comes to message routing and services
orchestration, Oracle SOA Suite meets or
exceeds most needs for governance,
security, insight, and optimization at a price
that’s hard to beat.”
“Bottom Line: The Oracle SOA Suite pulls
together top-notch governance, business
rules, security, and business activity
monitoring into an ESB package replete with
native BPEL orchestration and human
workflow integration”

45. Oracle Application Integration Architecture | Pre-
Packaged SOA
Industry Reference Models
• Provide foundation for
understanding your business
Pre-built Processes
• Connect across applications
quickly
Enterprise Business Services
• Reduce the time to deploy and
change
Enterprise Business Objects
• Enable any application to plug into
processes
Business Services Repository
• Enables for services to be
discovered and used

46. Conclusions
Tactical:
• Avoid & Manage Service Proliferation
• Involve Business Audience for Business Services
• Incrementally Adopt a SOA Methodology
• Understand the Governance Consequences - Pain Now or Pain
Later
Strategic:
• Target SOA Benefits you Need and Focus on Delivering Them
• Pick one of the three SOA Strategies Discussed
• Build Your SOA Roadmap & Manage Program as a Program
• Don’t Over or Under Govern – Avoid Dictatorship!

48. Free Online SOA Assessment
www.oracle.com/soa

49. For More Information
ADDITIONAL SESSIONS PRODUCTS IN ACTION
Other sessions of interest Visit our demos in Moscone South
• S292030 – Oracle’s SOA Methodology with AIA SOA Suite (SCA, BPEL)
•
11/13, 4:45pm, Moscone South Room 300 BPM (BPA, workflow, rules)
• •
• S291697 – Taking Oracle AIA to the Next Level with BAM (Business Activity Monitoring)
•
Oracle Fusion Middleware
11/13, 4:45pm, Marriott Nob Hill C/D
•
Sign up for a hands-on lab
• S291362 – What’s New in Oracle SOA Suite
Hands-on Lab: Test-Drive Oracle SOA
•
11/14, 9:45, Moscone South 300
• Suite
• S291385– A Real-World Example: Integrating Hilton, 11/13, 12:15-1:15, Imperial
•
Applications, Using Service-Oriented Architecture
11/13, 12:45, Moscone South 300
•

50. Learn More
www.oracle.com/middleware
• Whitepapers
• Webcasts
• Buyers Guides
• Analyst Reports
• Case Studies
• Podcasts
• Technical Information & Forums
• www.oracle.com/technology/products/middleware/index.html