william a brown
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SOA on your terms and our expertise1
William A Brown
World Wide SOA Governance SGMM Lead
IBM Sr. Certified Executive Architect Open Group Master Certified Architect IBM GBS Enterprise Architecture &
Technology Center of Excellence World Wide SOA Center of Excellence Lead Author of IBM’s SOA Governance
and Management Method Holder of 82 Patents or Patent Pending 25 years of IT Experience
brownaw@us.ibm.com
© 2007 IBM Corporation
SOA on your terms and our expertise
SOA Governance and The SOA Governance and Management Method (SGMM)
William A Brownbrownaw@us.ibm.com WW SOA Governance/SGMM Chief ArchitectSOA and Web Services Center of Excellence (CoE)
The SOA CoE
SOA on your terms and our expertise3
This presentation, SOA Governance and Management Method CoE Overview addresses several key areas:
SOA Governance Overview The SOA Governance and Management Method The SOA Center of Excellence SOA CoE in Action – Case Study Additional IBM Internal Information -
http://w3.tap.ibm.com/w3ki2/display/SOA/SOA Governance Sub-Community
IBM SOA Governance and ManagementGlobal Business Services
SOA on your terms and our expertise4
SOA can be complex stuff.. But let’s not lose our heads. Seasoned:- to make fit by experience <a seasoned veteran>intransitive verb
We are, after all, Seasoned Professionals
SOA on your terms and our expertise5
Principles Policies Guidelines Standards Method
– What & How do I tailor the model for individual projects
Governance Processes– Exception and Appeals Process– Compliance– Vitality– Communication
Governance Organizational Structure Governance Roles and Responsibilities
What Constitutes a Governance Model
Governance Foundational Building Blocks
SOA on your terms and our expertise6
SOA Governance Processes
SOA Governance Processes are specific to Governing the life cycle of Services
SOA introduces new concepts not found in traditional IT Governance models– Domain Ownership– Service Funding Models– Service Modeling– Orchestration of Services – Provisioning of Services – Versioning of Services – Implementation of Services
SOA Governance should be built on or Extend IT Governance but..
SOA Governance will not replace IT Governance
SOA on your terms and our expertise7
SOA Governance and Management Model
Principles, Policies, Standards & Procedures
Implemented by
Dashboards & MetricsGovernance Mechanisms
Managed by Monitored by
SOA Vision
Com
mun
icat
ion
Exception/Appeals
Vita
lity
ComplianceGoverned Processes
Skills Infrastructure & Tools
Organizational Change Management
Supported by
Service OperationService Discovery Service Design Service Transition
Service TransitionService StrategySOA Strategy Service Modeling
Service Design Service Testing
Service Deployment
Service Delivery
Service Architecture
Define Service FundingSecurity Management
Service Assembly
Service Domain Owners
Event Management & Service Monitoring
Service Support
Services Governed ProcessesService OperationService Design
ESB/Registry Repository Governed Processes
SOA on your terms and our expertise8
SOA Governance and Management Model – Component View Ex
ecut
eC
ontr
olD
irect
Service Strategy
Service Transition
Service Design
Service Operation
SOA Strategy
Service Testing
Service Deployment
Service Delivery
Define Service Funding
Service Assembly
Service Domain Owners
ESB/RR Service
Opportunity Identification
ESB/RR Service
Discovery
ESB/RR Service
Construction
ESB/RR Service
Elaboration
ESB/RR Service
Transition
ESB/RR Service
Inception
ESB/RR Service
Inception
GovernanceFoundation
Support &Management
Mechanisms
Organization Structure
Infrastructure & Tools
Principles, Policies,
Standards
ESB/RRManage Service
Security Management
Compliance
Communication
Metrics
Skills
Service Architecture
Service Design
Service Modeling
Event Mgmt & Service
Monitoring
Service Support
Exception &Appeals
Vitality
SOA on your terms and our expertise9
Service Development
D06 – Service Certification
D03 – Service Identification
D05 – Service Realization
D04 – Service Specification
D02 – Requirements Gathering & Prioritization
D01 – Services Development Lifecycle
Controls
Program Management
Controls
M01 – Enterprise Program Management
M05 – Identify & Allocate Costs
M04 – Vendor Management
M06 – Monitor Business Benefits of
SOA
M02 – Change Management
M03 – Procurement of Resources
M01 – Enterprise Program Management
M05 – Identify & Allocate Costs
M04 – Vendor Management
M06 – Monitor Business Benefits of
SOA
M02 – Change Management
M03 – Procurement of Resources
Service Operations
O02– Service Operational Vitality
O03 – Service Support
O01 – Service Execution Monitoring
O02– Service Operational Vitality
O03 – Service Support
O01 – Service Execution Monitoring
Plan & Organize
P04 – Service Processes, Organizations, Roles &
Responsibilities
P01 – Service Transformation
Planning
P02 – Information Transformation
Planning
P06 – Business Vision & IT Alignment
P05 – Manage the Service Investment
P03 – Technology Transformation
Planning
P10 – Service Communication
Planning
P07 – Service Portfolio Management
P09 – Service Governance Vitality
P11 – Service Education & Training
P08 – SOA Ownership & Funding
P04 – Service Processes, Organizations, Roles &
Responsibilities
P01 – Service Transformation
Planning
P02 – Information Transformation
Planning
P06 – Business Vision & IT Alignment
P05 – Manage the Service Investment
P03 – Technology Transformation
Planning
P10 – Service Communication
Planning
P07 – Service Portfolio Management
P09 – Service Governance Vitality
P11 – Service Education & Training
P08 – SOA Ownership & Funding
SOA Governance and Management Model -- Capabilities Model • SGMM Planning Assessment – Determines SOA Governance Maturity and
identifies Capabilities. SGMM Capabilities Model is in alignment with CobiT V4.1
SOA on your terms and our expertise10
Why is SOA Governance Needed?
Essential for the realization of business benefits thru SOA– Business Process Flexibility– Business Agility– Understanding of
• The Cost of SOA vs Benefits• The Risk to Business and how to Mitigation• How to Maintain the Quality of Services• How to Ensuring Consistency of Services• Effectiveness of your SOA Model
– Ability to Measure the right things at the right time– A Clear Communication and Decision Making Process
between Business and IT SOA Implementation Failure is certain without
SOA Governance SOA Chaos is the result
SOA on your terms and our expertise11
Implementation Introduces Risks.
SOA on your terms and our expertise12
SOA introduces a number of unique challenges requiring the targeted skills and capabilities a CoE will provide.
The SOA CoE Makes SOA Success Someone's Responsibility A SOA CoE provides the dedicated subject matter team to address these challenges and affect the change necessary for a successful SOA Implementation.
What base guidelines do we use to create our
SOA ? Is there a reference model?
How does the registry and repository work? How do we implement it? What other tools do
we need?
How do we change our organization to gain the benefits of service orientation?
What metrics and key performance indicators will we
use?
How do we Identify, develop, deploy, and
manage services?
What standards do we need to
establish and when?
What is our SOA Vision and Strategy?
What processes do we need to identify, develop, deploy and manage services?
What can I reuse from my existing IT Governance Model?
How do we unlock services from our
existing applications?
Center of Excellence
SOA on your terms and our expertise13
Center of Excellence (CoE) speeds SOA success The CoE delivers capabilities to address many SOA issues. It’s structure can be defined prescriptively to meet need and consolidate SOA activities.
Delivery:Enables successful delivery of your business strategy with establishment of technical resources.
Support: SOA Adoption SOA Design SOA Development SOA Governance SOA Management
Capabilities: SOA Architecture Design and
CustomizationSOA Architecture Review SOA Development Leadership Tool installation, configuration
and supportEducation and Skills Transfer
Knowledge: A CoE serves to supply the expertise to the organization for SOA implementation and execution
SOA on your terms and our expertise
Center of Excellence
One Size Does Not Fit A
ll
SOA on your terms and our expertise14
What is the SOA Center of Excellence (CoE)
It is Not IT Governance or SOA Governance It is the Center of Adoption, Change and Vitality of
the SOA– Is Responsible for the Architecture’s
• Vitality, Viability, Compliance – Drives Adherence to Policies and Standards– Drives Adherence to Business Goals and Direction– Helps Speed Time to Market– Reduces New Technology Risk– Provides thought leadership in portfolio prioritization
It is the implementation mechanism of SOA Governance
– Directs Business Objectives to be Implemented– Members of the CoE Enforce the Governance Model– Implements the Governance Processes
The SOA Center of Excellence (CoE) is a cross-organization business and IT team that guides the process of meeting business objectives through SOA.
IBM’s Opinion: A CoE is highly desirable for implementing SOA
governance. Our experience shows that the operation of an SOA CoE:– Increases the likelihood of SOA adoption
across the enterprise– Increases the organization’s adherence to
the SOA governance model
SOA on your terms and our expertise15
Center of Excellence (CoE) Sample Mission Makes SOA success Someone's Responsibility
Socialize Architecture
Communicate framework, best practices, assets, patterns,
templates, recipes, methods and other blueprints
Provide Project Support
Provide direct project assistance to drive architecture and gain feedback on vitality & viability
and harvest assets
Provides Skills Transfer & Early Proof of Concepts
Identify skills gaps and create development roadmaps
Drive use of new technologies
Provide Architecture Vitality & Thought
LeadershipContinuously assess, refine and
architecture framework and supporting assets based on
internal & external influences
Promotes Asset Adoption
Manage service, service component, pattern, data re-
use processes to reduce project risk and accelerate
delivery
Conduct Architecture Reviews
Perform independent design and architecture reviews for key
applications
Provides Best Practice Policy & Procedures
Provide expert resources to accelerate delivery of critical
architecture practices
Production Support
Enable infrastructure teams toexecute on build/deploy,
tuning, and metrics reporting
Center of Excellence
SOA on your terms and our expertise16
SOA CoE’s Sample Roles Governance
– Implements Governance Processes– Maintains Vitality– Delivers the Communication Plan -
• Organization experience and successes
• Processes and Approaches– Enforces Compliance – Maintains Standards– Maintains Rigor
Thought Leadership– Provides New Processes – Investigates New Technology– Sets Direction/Vision– Sets Standards– Defines Rigor– Delivers Education– Mentors the Organization
Harvesting of Assets– Defines Documentation Standards– Identifies Project Level Artifacts– Generizes Project Level Artifacts– Identifies New and Updates Existing Best Practices– Provides a Artifacts Repository
Provides Expert SOA Skills and Resources– Project level SOA Leadership– Experience Development Resources– Experience Engagement Resources– Experience Best Practices Practitioners– Hands on Team Member Mentoring
Communication– Communicates the Role of the CoE– Communicates how to leverage the Architecture, How to Be compliant– Communicates Requirements for Processes
• Exception and Appeals Process• Compliance• Vitality• Communication
– Communicates Best Practices and Standards– Keeps the Organization Informed
SOA on your terms and our expertise17
SOA CoE can drive many SOA Initiatives – Governance – Integration (SOI)– BPM– Education– Tooling support and expertise– Reference Architecture– Service Modeling and Design (SOMA)– Legacy Application Transformation to Services – Organizational Change– Service Development
Positioned as a team of trusted advisors and SME’s to guide the SOA Journey
Leads SOA Adoption
SOA Center of Excellence
SOA on your terms and our expertise18
Building the SOA CoE
How to Build the SOA CoE
Inputs SOA Vision &
Principles Current Organization
Assessment Current IT
Environment Current Organization
Description Future Organization
Design Job Roles,
Responsibilities, and Competencies
Outputs CoE Mission and
Vision CoE Process
Definition CoE Job Roles,
Responsibilities, Competencies
CoE Future Organizational Design
SOA CoE Education Plan
SOA CoE Mentoring Plan
SOA CoE Transition Plan
1. Understand the
Current Environment
2. Define the CoE
Mission and Vision
3. Define CoE Roles,
Responsibilities and Mechanisms
11. Get Approval of
Sponsor and Stakeholders
5.Identify CoE
Mentoring Needs
4. Map Resources
and Mechanisms to CoE Roles
6. Identify CoE Educational
Needs
10. Create Transition
Plan
9. Define CoE
Metrics
8. Define Education
and Mentoring Plans
7. Identify CoE Processes
Center of Excellence
SOA on your terms and our expertise19
SOA on your terms and our expertise20
SOA CoE Mechanisms – Used to Implement the Responsibilities of the CoE Ensure SOA solution designs
comply with the architecture Maintain the SO Architecture Identifies new Technologies
Standards, Best Practices
Uses the SO Architecture to best satisfy the project’s needs
SOA Exec Steering Committe
Office of the Chief Architect or
Architecture Office
Project Design Authorities or Project
Team Authority
Architecture SponsorsEnterprise ArchitectsSolution Architects
SOA Board
Manager
Chief Architect
Invited SOA /EA Architects &
Leads
Business Relationship
Directors
Maintaining the authority of the SOA
Maintaining the vitality and use of the SOA
Chief Architect
Lead SOA
Architects
Business experts (on Rotation)
SOA Project Teams – Implements SOA
Projects
Set Direction Prioritise Initiatives Make Final Decisions
SOA Advisory GroupARB, PRB, Ser Ops RB
Advises Office of Chief Arch Runs Reviews Maintains Compliance
Executes Day to Day SOA Operations
SME’s. Lead SOA Architects (on
Rotation)
SOA on your terms and our expertise21
Typical SOA CoE Structure
Executive Steering
Committee
SOA CoE Executive Sponsor
SOA CoE Board
LOB Stakehold
ers (Business
& IT)
SOA CoE Board
Director
Business Service Analyst
Service Designer/ Developer
Project Manager
Service Tester
Service Registrar
Information Data
Modeler
Service Architect
SOA CoE Advisory
Board
Service Assemble
r
Business Service
Champion
PMO
Logical View Physical View
SOA CoE Core TeamArchitecture ReviewBoard
SOA CoE Core Team
Executive Level
SOA CoE Rotational Sub Team
Project Teams
Office of the Chief Architect
Architecture Review Board
SOA COE Rotational Sub Team Roles Examples
SOA Transition Project Office
SOA Vision Team SOA Operational Support Team
SOA KM TeamSOA Development Team
Infrastucture Team
SOA Security Team
Architecture Office
SOA BoardSOA Board Manager
SOA Development
Manager
SOA Transition Project Office
ManagerArchitect SOA Operational
Support ManagerSOA Knowledge
Manager
Bus Relationship Directors
Virtual Member of the Board
Project Management Office
Security ManagerInfrastucture Manager
Executive LevelExecutive Steering Committee
Executive Sponsor
LOB BUS&IT Portfolio
Management
Business Service
Champion (BSC)
CIO/CTO
Project Teams
Initiative Development Team 1
Initiative Development Team n
Initiative Development Team 2
IBM Engagement Executive Advisor
IBM SOA Manager Advisor
IBM SOA Architect Advisor
IBM SOA Business
Architect Advisor
IBM SOA Architect
IBM SOA Architect
IBM SOA Architect
IBM SOA Architect
SOA on your terms and our expertise22
Proposed CoE (Logical View)IBM recommendation is to leverage the current organizational structures and its interaction with existing governance bodies in implementing the proposed SOA CoE
Business Verticals “C” Level Execs
ITPMO Director
ISLT Executives
Business Service Analyst
Application Dev. & Support
SME
EnterpriseArchitecture
SME
Service architect
Service Developers
System QA SME
Senior Director CoE
DirectorApplication
Dev. & Support
Director Enterprise Architect
CoE Leadership
Finance stakeholder
/ownerBusiness Relationship
Director
Marketing stakeholder/owner
System QA
Director
IT stakeholder/Owner
CoE Steering Committee
Service owners and stakeholdersCoE Core Team
Executive Sponsor
ServiceRegistrar
Business Service
Champion
Operations stakeholder/owner
Project specific
DirectorInfrastructure
Sr. DirectorCoE
Service Testers
Infrastructure specialist
Service security architect
Config/change mgt. specialist
Provides oversight
SOA on your terms and our expertise23
The recommended End State CoE (Physical View)
CoE Leadership Team
CoE Core Team
Project Specific Team
Sr Director CoE
System QA Director
Enterprise Architecture
Director
Application Development &
Support Director
Infrastructure Director
Service Stakeholders & Owners
Marketing Stakeholders/
Owners
Finance Stakeholders/
Owners
Operation Stakeholders/
Owners
IT Stakeholders/
Owners
CoE Steering Committee Executive Sponsor
Business Service ChampionISLT Executives
Business Verticals -- “C” Level &
Business ExecutiveSr Director CoE
CoE Rotational Team
System QA SMEEnterprise
Architecture Lead SME
Application Dev. & Support Lead
SME
Infrastructure Lead SME
System QA Team· Business Service
Analyst· Service Tester
Enterprise Architecture Team· Service Architect· Service Registrar
Application Dev. & Support Team· Service Developer· Service Assembler· Service Support
specialist
Infrastructure Team· Service Security
Architect· Configuration &
change management specialist
· Infrastructure Specialist
Project Team 1 Project Team 2Project Team 2
IT PMO Director
Business Relationship
Directors
Thou
ght
Lead
ersh
ip
Asset
Harvesting
Expert Skills and R
esources
Represent lines of communication, not a reporting structure
Builds on ISLT
Builds on TGB
Stra
tegi
c D
irect
ion
The recommended CoE builds on the existing IS governance structure and identifies specific roles for shared services governance
New roles
Need based rotation
Current roles at XYZ which need to be modified for SOA CoE
SOA on your terms and our expertise24
CoE LeadershipTeam
CoE CoreTeam
Project Specific Team
Sr Director CoE
System QADirector
EnterpriseArchitecture
Director
ApplicationDevelopment &Support Director
InfrastructureDirector
Service Stakeholders& Owners
MarketingStakeholders/
Owners
FinanceStakeholders/
Owners
OperationStakeholders/
Owners
ITStakeholders/
Owners
CoE Steering Committee ExecutiveSponsor
BusinessService
ChampionISLT Executives
Business Verticals“C” Level &BusinessExecutive
Sr Director CoE
CoE RotationalTeam
System QA SMEEnterprise
Architecture LeadSME
ApplicationArchitecture Lead
SME
InfrastructureLead SME
Security Team Business Services
Analyst Service Tester
ApplicationArchitecture Team Service Developer Service Assembler Service Support
Specialist
Infrastructure Team Service Security
Architect Configuration &
Change MgmtSpecialist
InfrastructureSpecialist
Project Team 1 Project Team 2Project Team 2
PMO Director
BusinessRelationship
Directors
EnterpriseArchitecture Team Service Architect Service Registrar
The recommended Transitional State CoE (Physical View)
Thou
ght
Lead
ersh
ip
Asset
Harvesting
Expert Skills and R
esources
Represent lines of communication, not a reporting structure
Builds on ISLT
Builds on TGB
Stra
tegi
c D
irect
ion
The recommended CoE builds on the existing IT governance structure and identifies specific roles for shared services governance
Transition Roles
SOA on your terms and our expertise25
The CoE roles have been mapped to the existing roles and governing bodies at XYZ
Recommended Roles XYZ current Role Recommended changes in role for CoE
None. Need to identify a senior IT executive for this role
None. Needs to provide overall direction to CoE
Key business touch point for the Business Service Champion
Draw from existing teams, based on project needs
Descriptions
Champions the SOA within XYZ and provides guidance to Steering Committee
Sr. executives from business verticals
May be a virtual member of the SOA CoE.
Subject Matter Experts from various IT domains as needed
None. They will need to champion SOA in their LoBs
Executive SponsorIT Senior Director or above
‘C’ level business executives
Business Service Champion
Senior Director or above from various business verticals
Business Relationship Directors
Sr. Director CoE
CoE Core team
IT Senior Director or aboveSr. director in IT, able to influence XYZ IT strategy
Needs to have deep understanding of business and IT. Role must be filled by an individual highly respected by both the business and IT
A linchpin role in SOA transformation. Senior Executive from business verticals
Senior Director or above from a business vertical
Manager or above from a business vertical
Managers or their team members from various IT teams
SOA on your terms and our expertise26
The CoE roles have been mapped to the existing roles and governing bodies at XYZ-2
Recommended Roles XYZ current Role Recommended changes in role for
CoE
None
Draw from the existing development team
Identify and define service assembler role.
Draw from infrastructure team
Train and educate the current support team to provide service support
Descriptions
Provides service support
Service ArchitectManager or similar role from EA group
Service Registrar
Service Assembler
None
Infrastructure specialist
Service Developer
Service support specialist
Owns the SOA reference architecture and provides architectural oversight during service conceptualization
Registrar to register services and maintain versioning Create a new role/train-possibly in
the EA group
Assembles services from existing services to realize new services
Draw from solution integration team
Work with service architects to identify and develop service opportunity that will enable reuse and reduce code redundancy
Responsible for provisioning of services. Establishes necessary environments for SOA development, testing and production
Draw from infrastructure team
Draw from the support team
SOA on your terms and our expertise27
The CoE roles have been mapped to the existing roles and governing bodies at XYZ-3
Recommended Roles XYZ current Role Recommended changes in role for
CoE
Provide training to the the BSAs/BAs
Descriptions
Business knowledge and decomposition of business processes to identify service opportunities
Conducts unit testing of services based on functional requirements
Train and educate the current testing team
Business Service Analyst
BSA/BA
Service TesterDraw from testing team
Service Security architect
Performs critical evaluation and selection of the security solution. Implements SOA security standards & processes
Draw from infrastructure team
Draw from infrastructure team
Configuration and change management specialist
Manages service change and versioning
Draw from infrastructure team Draw from infrastructure team
SOA on your terms and our expertise28
Executive SOA CoE Roles and Responsibilities
Roles Responsibilities
Executive Steering Committee
(ESC)
Comprised of executive leaders from each LOB and functional operation of the enterprise.
Provides strategic direction, goals and objectives to the SOA CoE Board. Allocates high-level funding for the SOA CoE makes final funding decisions above
identified threshold. Part time role, part of the Executive Committee’s normal work responsibilities.
Portfolio Management Committee
Manages enterprise investments in development/enhancement/conversion projects. If more than one PMC in the enterprise, a SOA CoE representative should
participate.
Business Service Champion (BSC)
A linchpin role in SOA transformation; has deep understanding of business and IT
Role must be filled by an individual highly respected by both the business and IT. Member of SOA CoE Board; represents LOBs through relationships with the BRDs.
Center of Excellence
SOA on your terms and our expertise29
Core SOA CoE Roles and ResponsibilitiesRoles ResponsibilitiesSOA CoE Board
Comprised of LOB and IT management representatives appointed by the ESC. Responsible for prioritization of projects/service requests and for their funding. Reports directly to Executive Sponsor and to LOB or IT management they represent Part-time role in addition to their full time roles in management. First line review/approval of exceptions and efforts above the SOA ARB’s authority.
SOA CoE Board Manager
Provides leadership and day-to-day management of SOA CoE operations. Supports SOA CoE Board in budget control and allocation of funding. Ensures that ‘virtual’ team members are on-boarded when needed. Coordinates presentation of requests from the SOA CoE Advisory Group for
modification/addition/deletion of standards and services.
SOA CoE Advisory Group/ Architecture Review Board (ARB)
First line of SOA architectural review; ensures that standards are met. Comprised of SOA CoE Board Director, BSC, Chief Service Architects, 3 Business
Relationship Directors (BRD), with rotational Business Services Analyst support. Approves service related initiatives; makes recommendations to SOA CoE Board if non-
compliant or funding requirements exceed authority level. Aligns closely with BRDs and provides guidance for SOA guidelines to enterprise.
Center of Excellence
SOA on your terms and our expertise30
Core SOA CoE Roles and Responsibilities (Cont’d)
Roles ResponsibilitiesBusiness Relationship Director (BRD)
Virtual member of the SOA CoE; ~3 members to serve on SOA CoE Advisory Group Key business touch point for the Business Service Champion.
SOA Chief Architect
Guides the overall definition and management of SOA. Promotes overall SOA project implementation, resulting in measurable business
benefits. Manages the Vision Team; Member of the SOA ARB; Member of the SOA Board
SOA Transition Project Office Manager
Provides SOA transition leadership and guidance to the SOA Transition PMO Team. Ensures the appropriate SOA resources are available and assigned to projects. Manages SOA project resources, Establishes and manages the SOA Architecture Management processes; actively
pursues compliance
Center of Excellence
SOA on your terms and our expertise31
Core SOA CoE Roles and Responsibilities (Cont’d)
Roles ResponsibilitiesSOA Development Manager
Provides SOA Development leadership and guidance to the SOA Development Team. Works with the SOA Transition PMO to ensure appropriate SOA resources are
available and assigned. Has overall ownership of the SOA project and development resources. Establishes and manages the SOA development processes; ensures alignment &
compliance to architecture.
SOA Knowledge Manager
Provides project leadership and guidance to the SOA Knowledge Team.
SOA Operational Support Manager
Provides project leadership and guidance to the SOA operational support staff. Establishes SOA operations standards, processes and tools
SOA Security Manager
Provides project leadership and guidance to the SOA security team. Establishes SOA security standards, processes, middleware, roles, and tools.
SOA Infrastructure Manager
Provides project leadership and guidance to the SOA security team. Establishes necessary environments for SOA development, testing and production Sets standards, processes, documentation for installation, configuration, and
operation
Center of Excellence
SOA on your terms and our expertise32
Rotational CoE Roles and ResponsibilitiesRoles ResponsibilitiesSOA Transition Project Office
Team with advanced SOA project transition and project management skills Assigns resources to projects to mentor and implement best practices.
SOA Visioning Team
Guides the overall definition and management of the SOA according to SOA vision and principles. Primary focus is on ‘the overall solution'. Works closely with both business and IT Staff across SOA teams to establish a vision for the “future state’ for SOA
solutions, and guides its implementation.
SOA Security Team Performs critical evaluation and selection of the security solution. Implements SOA security standards, processes, middleware, roles, and tools.
SOA Infrastructure Team
Performs critical evaluation and selection of the infrastructure solution. Sizes, installs, and configures common infrastructure environments. Rotational pool of support resources from existing IT departments assigned to support SOA projects.
SOA Development Team
Provides a pool of advanced SOA development skills for assignment to projects Mentors application teams and implements best practices.
SOA Knowledge Team
Performs critical evaluation and selection of the knowledge management solution. Implements and supports the KM software and hardware components. Sets standards for contributions, archival, etc. Rotational pool of support resources.
SOA Operational Support Team
Monitors and manages common infrastructure environments. Rotational pool of support resources from existing IT departments assigned to support SOA projects.
Center of Excellence
SOA on your terms and our expertise33
Additional CoE Roles and ResponsibilitiesRoles DescriptionsService Architects (SA)
Provide the technical foundation for the SOA CoE, supporting both application and software infrastructure design.
Manage future strategy of the SOA CoE and its platform. Develop detailed service design patterns to guide service designer-developers in the
best usage of SOA platform. Work with the BSCs to set vision and strategy for services. Serve as key members of the SOA CoE Architecture Review Team.
Business Service Analyst (BSA)
Provides deep understanding of business processes and related issues to capture requirements for services.
Brings requests for services to the SOA CoE Architecture Review Team Works with SOA CoE Core Team members to ensure compliance with architecture
and service standards. BSA role is filled by individuals with experience in multiple business units.
Service Designer/ Developer (SDD)
Finalize functional requirements and technical implementations to make services meet real-world demands for quality.
Experienced enough to adjust service functional design to meet technical requirements, such as performance, availability, scalability and recoverability.
Center of Excellence
SOA on your terms and our expertise34
Large South American Telecommunications Company
Case Studies
SOA on your terms and our expertise35
Teleco’s Need
Starting down the SOA Path Looking for direction and guidance for the Organization Create a SOA CoE to drive SOA Adoption across the
enterprise– Drive Tooling Identification and Support– Governance– Reference Architecture– Service Modeling– Development– Legacy Transformation
SOA on your terms and our expertise36
Pros
Cons
Centralized“We’ll take care of it for you”
Maximum control over governance and decision making process
Significantly reduces duplication of resources All LoBs benefit and SOA expertise becomes
a shared service
Severely limits LoB autonomy and flexibility May take longer to expose services and level
of customization is controlled LoBs loose control over prioritization and
associated resource deployment decisions Centralized model slows flow of knowledge
from CoE out to the LoBs
LoB building application function with CoE providing SOA development and enablement
Our recommended approach for the SOA Governance Model and CoE is a hybrid
Hybrid“We’re all in this together”
Knowledge and resources are leveraged across the organization
Uniform governance approach promotes delivery consistency through common training / methodology usage
Hybrid approach was extremely effective in Asset Management
Cultural impact of the hybrid model will take time to permeate through the organization
Requires commitment by LoBs Takes longer to establish then the
decentralized model
Centralized coordination with CoE expertise augmenting LoB execution
Decentralized“You’re on your own”
Maximum LoB autonomy and flexibility Services are highly customized to LoB Least amount of governance and
coordination required
Likely outcome no unified SOA vision bank-wide
Significant budget / resource duplication Inconsistent approach cross LoBs Sustains silo mentality Not all LoBs will benefit from SOA Service development redundancy
LOBs drive their own SOA CoEs to manage their SOA projects
GTO
CoE
IB/AM PCB IESIB/Ops
IB/AM PCB IESIB/Ops
App Dev App DevApp Dev Inf Dev
GTO
CoEIB/AM PCB IESIB/Ops
App Dev App DevApp Dev Inf Dev
GTO
IB/AM PCB IESIB/Ops
CoE CoE CoECoE
App Dev App DevApp Dev Inf. Dev
SOA on your terms and our expertise37
The Executive SOA CoE will have the following roles and responsibilities
SOA DNA Strategy & PMOYoav Intrator
ArchitectureStefan Puehl
Executive SOA CoE Liaison to SOA Steering Team Define Enterprise SOA Vision & Strategy Establish Enterprise Goals & Set Direction Define Enterprise SOA Governance Model Define & Maintain Enterprise SOA Ref Arch Define Enterprise SOA Standards Advocate for SOA Initiatives Enterprise SOA Education and Training SOA Tool Recommendations Enterprise SOA Communications Share Best Practices & Lessons learned Conduct SOA High Level Compliance
Reviews SOA Coaching and Mentoring
Executive Steering Committee
Serv
ice
Ow
ners
& S
take
hold
ers
CIO/ChiefArchitect
Enterprise
ChiefArchitect
ChileChief
ArchitectArgentina
ChiefArchitect
Peru
ChiefArchitectColombia
DevelopmentManager
Information/Data Manager
ArchitectureManager
OperationsManager
PMO Manager
SecurityManager
InfrastructureManager
BPM Manager
SOA on your terms and our expertise38
The Executive CoE will build the foundation and create a high level framework
The foundation and high level framework will consist of;– A Governance Model– Processes– Standards– Policies– Architecture– Training– Communication
Executive SOA COEResponsibilities: Enterprise SOA Vision and Strategy, SOA Goals and Direction
Executive Steering Committee
Serv
ice
Ow
ners
& S
take
hold
ers
CIO/ChiefArchitect
Enterprise
ChiefArchitect
ChileChief
ArchitectArgentina
ChiefArchitect
Peru
ChiefArchitectColombia
DevelopmentManager
Information/Data Manager
ArchitectureManager
OperationsManager
PMO Manager
SecurityManager
InfrastructureManager
BPM Manager
SOA on your terms and our expertise39
The Country SOA CoE will have the following roles and responsibilities. Roles
– Architects– Developers– Business Analyst– Project Management– Database Administrators– Business Process Modelers
Responsibilities– Design, Develop, Implement and Manage Country
Solutions Based on the Executive SOA CoE’s Reference Architecture, Standards, Guidelines and Processes
– Comply and adhere to the Executive SOA CoE’s Governance Model
– Provide technical assistance, thought leadership, education and mentoring to the SOA development efforts
Responsibilities– Conduct Design and Solution
Compliance Reviews – Harvest Assets and Present
Best Practices to the Executive SOA CoE
– Stop “SOA Chaos” or runaway services
Service Owners & Stakeholders
CIO/ChiefArchitect
Chile
Development
Manager
Information/DataManager
Architecture
Manager
Operations
Manager
PMOManager
SecurityManager
Infrastructure
Manager
BPMManager
ChileanCompany
Service Owners & Stakeholders
CIO/ChiefArchitectArgentina
Development
Manager
Information/DataManage
r
Architecture
Manager
Operations
Manager
PMOManage
r
SecurityManage
rInfrastru
ctureManage
r
BPMManage
r
AgentineCompany
Service Owners & Stakeholders
CIO/ChiefArchitectColombia
Development
Manager
Information/DataManager
Architecture
Manager
Operations
Manager
PMOManager
SecurityManager
Infrastructure
Manager
BPMManager
ColombianCompany
Service Owners & Stakeholders
CIO/ChiefArchitect
PeruDevelop
mentManage
rInformation/Data
Manager
Architecture
Manager
Operations
Manager
PMOManage
r
SecurityManage
rInfrastructure
Manager
BPMManage
r
PeruvianCompany
SOA on your terms and our expertise40
The Executive SOA CoE will provide direction and thought leadership to the Country SOA CoE’s
Executive Steering Committee
Serv
ice
Owne
rs &
Sta
keho
lder
s
CIO/ChiefArchitect
Enterprise
ChiefArchitect
ChileChief
ArchitectArgentina
ChiefArchitect
Peru
ChiefArchitectColombia
Development Manager
Information/Data
Manager
Architecture Manager
OperationsManagerPMO
Manager
SecurityManager
Infrastructure Manager
BPMManager
Service Owners & Stakeholders
CIO/ChiefArchitect
Chile
Development
Manager
Information/DataManager
Architecture
Manager
Operations
Manager
PMOManager
SecurityManager
Infrastructure
Manager
BPMManager
ChileanCompany
Service Owners & Stakeholders
CIO/ChiefArchitectArgentina
Development
Manager
Information/DataManage
r
Architecture
Manager
Operations
Manager
PMOManage
r
SecurityManage
rInfrastru
ctureManage
r
BPMManage
r
AgentineCompany
Service Owners & Stakeholders
CIO/ChiefArchitectColombia
Development
Manager
Information/DataManager
Architecture
Manager
Operations
Manager
PMOManager
SecurityManager
Infrastructure
Manager
BPMManager
ColombianCompany
Service Owners & Stakeholders
CIO/ChiefArchitect
PeruDevelop
mentManage
rInformation/Data
Manager
Architecture
Manager
Operations
Manager
PMOManage
r
SecurityManage
rInfrastructure
Manager
BPMManage
r
PeruvianCompany
SOA on your terms and our expertise41
Identified key themes for communication strategy specific to MGB and a framework for executing the plan
SOA will improve ability to respond to MGB business needs and improve system agility, enabling improved customer experience– Standardization and reuse of services e.g. Minutes
of Use service can be leveraged across channels/applications
SOA will help reduce project delivery cycles and reduce complexity, leading to increased throughput and higher profits– Use of SOA concepts like Service Brokering, can
lead to better integration and reduced complexity SOA adoption using CoE as the umbrella organization will
aid growth of a dynamic organization– Will aid in empowerment and associate satisfaction
SOA adoption will help institutionalizing service orientation and standards, leading to higher standards of excellence– Better monitoring, improving compliance,
leveraging best practices from across the industry
Communication Meeting/task Key Messages Purpose
ISLT
/TG
B
IS M
anag
ers
IS D
irect
ors
IT P
MO
SO
A c
ore
team
Bus
ines
s pa
rtner
s
IS A
ssoc
iate
s/pr
ogra
mm
ers
US
CC
HR
Other
Freq
uenc
y
Web
site
Vid
eo
emai
lV
oice
mai
lFa
ce to
Fac
e
Bro
wn
Bag
lunc
hD
emon
stra
tion
Provide Input to Content
Task Owner
Responsible for Delivery of
Communication
USCC SOA Core team weekly meeting
Share status, Assign resources, resolve issues, approve changes
Understanding X X Neeraj
ISLT/TGB meeting
Strategic alignment. Assign priority. Allocate funds.Top level issues/Risks, Successes
Understanding X X X SOA Core team Director Director/Senior Director
The framework identified the key stakeholder, the proposed messages, message owners and feedback mechanisms
Communication Themes
Communication themes mapped to the client’s business vision and IT goals
SOA on your terms and our expertise42
Developed a Transition Plan that Recommended Key Elements
Manage MGB stakeholders per plan
Ramp upMGB should focus on putting the SOA program in motion
Transition Management
Building blocksMGB should have building blocks in place for governance and architecture
Sept 07 Oct 07 Nov ‘07 Dec ‘07 Jan ‘08 Feb. ‘08 Mar ‘08
Build and Operationalize a CoE
Implement Tools Like Registry and Repository
Service realizationIdentification, development and deployment of SOA services
Develop & deliver training per plan
Execute Communications Plan
Identify Pilot
Pilot Complete
Collect & Report Metrics
Define KPIs and performance measures
Communication:• focus on creating awareness about
SOA• create positive perception for
CoE/SOA
Training: • MGB needs to develop
capabilities and skills around SOA
• Leverage rapid self-study and classroom to best meet each learning requirement
Build the SOA Governance Model
Identify Tools
SOA on your terms and our expertise43
Identified Training Objectives, Stakeholders and a Delivery Framework and Timeline to speed the SOA Adoption
Prepare relevant users to adapt to the services oriented environment within the bank with minimal impact to essential business operations
Develop SOA skill base with in the SOA CoE and throughout the Enterprise– Development skills– Architectural Skills– Business process skills– Service modeling skills
Transform the bank from a project driven focus to a shared component focus
Strengthen the linkage between business and IT as it relates to identification and development of initiatives with a technology component to meet business goals
Training objectivesCourses Skills Taught
Sr D
irect
or C
oE
Serv
ice
Reg
istr
ar
Serv
ice
arch
itect
Bus
ines
s Se
rvic
es A
naly
st
Serv
ice
Dev
elop
er
Serv
ice
Ass
embl
er
Infr
astru
ctur
e Sp
ecia
list
Serv
ice
Supp
ort S
peci
alis
t
Serv
ice
Test
er
Serv
ice
Secu
rity
Arc
hite
ct
Con
figur
atio
n &
Cha
nge
Man
agem
ent S
peci
alis
t
Sel
f Gui
ded
Use
r Aid
ILT
CB
T
Introduction to SOA and Web Services SOA concepts and principles
x x x x x x x x x x x
Web Services concepts and technologies x x x x x x x x x x x
Shared Services Vision at USCC USCC shared services visionx x x x x x x x x x x x
Issues/challenges in the USCC environment and need of shared services
x x x x x x x x
Introductory Courses
Training Requirements Users Delivery Mechanism
Relevant courses were identified for each of the stakeholders along with the delivery mechanisms
PHASE IIIe.g. Project Manager
PHASE III
PHASE IISOA boot camp training to wider group
Business Process Management Training
Continue to roll out Phase I training as needed
PHASE IIIRole Based Training as needed
Continue to build up on Phase II training
Additional training based on SOA direction (e.g. BPM related)
Subsequent phases –Training updates
Ongoing mentoring and support
PHASE IIWider user base
2007- 08 2008+ Ongoing as projects come on board
PHASE IStart up training on CoE
Reference Architecture
Pilot specific training
SOA boot camp
SOMA training
‘Architectural Thinking’training
UsersUS Cellular to identify
2007 2009 and beyond
PHASE ISelected users
Proposed timeline
SOA on your terms and our expertise44
Great Success!!!
SOA on your terms and our expertise45
SOA Gov and SOA CoE Lessons Learned Lesson #1 – “C-level” Backing Across the Board
– SOA Governance absolutely requires buy-in and active support from the CxO level.– Lack of real “C-level” understanding, commitment, and active support for SOA leaves governance efforts impotent– CxOs can ensure that SOA stays center stage– Leadership absolutely must participate in the early stages of governance
Lesson #2 – Establish SOA Funding Model for the Long Term– there will need to be resources dedicated to SOA. – Understaffing SOA Governance or the COE as a token nod to their importance is an SOA killer .– Funding for projects must be linked to the governance processes– A creative model that rewards the LOB for serving the enterprise at large is essential .
Lesson #3 – Commitment to Roles, Responsibilities, and Resources– some dedicated SOA resources will be necessary– enable enough key resources to make governance effective.
Lesson #4 – Get the Message Out– Involve some folks (S&C) skilled in formal communication and education campaigns .– Do some SOA evangelist work– The COE’s role(s) must be understood, documented, and propagated– Collect and Publish Metrics
Lesson #5 – Be Ready for SOA– Take the time to make an impartial evaluation of readiness and start at the right level .– significant project oversight and a deep commitment to SOA aspects is required .– Involve some Change experts from the beginning
SOA on your terms and our expertise46
More Information Learn more about SOA Governance Download whitepapers
– Description of SOA Governance and Best Practices
– Outline of the Process– SOA Governance & CoE Implementation
Case Studies
Download Rational Method Composer SOA Governance Plug Inibm.com/soa/gov
SOA on your terms and our expertise47
Thank YouQuestions?
MerciGrazie
GraciasObrigad
oDank
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