Enterprise Service Solutions
Research Portal: www.cbdiforum.com
www.everware-cbdi.com
Driving Government Transformation: Service Oriented Government
April 28, 20097th SOA for e-Gov Conference
Dave Mayo President, Everware-CBDI
© 2009 Everware-CBDI, Inc.2
Dave Mayo - Background
President, Everware-CBDI Enterprise Architecture Service Oriented Architecture Model-Driven Solution Delivery
2009 Federal 100 Award (Federal Computer Week) Vice-Chair, IAC EA-SIG and Chair, Services Committee
(Industry Advisory Council/Enterprise Architecture Shared Interest Group) Economics, EA & Information Engineering
Sr. Advisor to DHS EA Program Information Strategic Planning Business Case/ROI Analysis
White Papers Succeeding With Component Based Architectures (IAC, 2004) EA: It’s Not Just for IT Anymore (JEA, 2005) Services and Components Based Architectures (CIOC, 2006) Practical Guide for Federal Service Oriented Architecture (CIOC, 2008) Service Oriented Government: Performance Driven Results (Draft, IAC,
2009)
© 2009 Everware-CBDI, Inc.3
Everware-CBDI
Independent specialist SOA firm Merger of established
UK and US companies in 2006 25,000+ subscribing architects
worldwide Enabling structured, enterprise level
SOA Facilitating SOA standards Widely used best practices, reference
architecture, repeatable processes - Services Architecture & Engineering (CBDI SAE™)
SOA Solution Business including Education, Consulting, Knowledge products
© 2009 Everware-CBDI, Inc.4
Topics
Background Setting the Stage: SOA in the Federal Government
SOA Fundamentals
SOA & EA SOA Critical Success Factors
Practical Guide to Federal SOA Future of SOA: Service Oriented Government Recommendations Expectations from New Administration
© 2009 Everware-CBDI, Inc.5
We have a few problems…
Inconsistencies in process, semantics, technology
Redundancy in business processes, systems, data
Lack of interoperability
Stakeholders must engage with multiple organizations to achieve a single objective
Difficulties sharing information
Organizational rigidities prevent quick responses
IT not well aligned with business objectives and difficult to change
© 2009 Everware-CBDI, Inc.6
Strategic Issues Facing Federal Agencies
Change is Ubiquitous & Discontinuous Increasing complexity – all aspects Often unforeseen (threats, environmental, legislative, budget) Impacts all facets of the business
Organizations are increasingly unable to adequately respond
Organizational barriers Process rigidities Silo’d applications & inflexible IT infrastructure
Need to improve operational effectiveness Integration across the enterprise & entire supply chain Reduce cycle times for virtually all processes Improve access to data needed for operational decisions
We’ve already hit the wall.
© 2009 Everware-CBDI, Inc.7
The Solution: The Agile Enterprise
Business cycle-time must be faster than rate of change in external factors IT must be able to keep up with business changes Agile organizations require adaptable architectures
1980’s and earlier
•Organization Focus
•Mainframe centric
•Monolithic•Internal use
1990’s
•Business Process Focus
•Client/Server•Monolithic•Business-to-business via EDI -file transfer
•Virtual organizations•Distributed Functions
•Service oriented•Web 2.0•Mashups•Near real-time
New Millennium3rd party service providers
ExtranetInternet
Customers
© 2009 Everware-CBDI, Inc.8
Business
Applications
Technology
The Key to Agility
De
ma
nd
Fru
stration
Minimize the impact of
changes at each level
on the other levels
Impacts
Impacts
Key Techniques:
Separation of Concerns: SOA
Abstraction: Model Driven Systems Engineering
© 2009 Everware-CBDI, Inc.9
EA is the Most Valuable Tool to Support Government Transformation
Architecture is necessary to manage complexity
Models assist in understanding, prioritizing and communicating
FEA is the only tool available for cross-agency analysis
Many government value chains cross agency boundaries (and government levels, too)
Fundamental value of EA is aligning investments with priorities
But it must be a service-oriented EA!
© 2009 Everware-CBDI, Inc.10
SOA Fundamentals
Service Oriented Architecture is a paradigm for organizing and utilizing distributed capabilities that may be under the control of different ownership domains.
Service: The means by which the needs of a consumer are brought together with the capabilities of a provider.
-- OASIS SOA Reference Model version 1.0
"Let's start at the beginning. This is a football. These are the yard markers. I'm the coach. You are the players."
Vince Lombardi
© 2009 Everware-CBDI, Inc.1111
SOA Basics
SOA is an architectural best practice for EA All organizations need agility; therefore all need
SOA SOA should be the predominant architectural
pattern in all agency EAs Services affect everything
Service oriented enterprise (SOE) Service oriented architecture (SOA) Service oriented infrastructure (SOI)
© 2009 Everware-CBDI, Inc.12
SOA Confusion
Is SOA dead? Services Anarchy Net-centricity
Focus is on finding, sharing & exploiting information to achieve superiority
Is Cloud Computing going to replace SOA? Cloud Computing = Software as a Service +
Infrastructure as a Service.
© 2009 Everware-CBDI, Inc.13
SOA Mismatch
Claims of organizational agility and better alignment between IT and the business
But often the definition of SOA is technology basedWeb services (WS-*, JBOWS) Integration technology (eg, ESB)
Business benefits are derived from SOA as a flexible architecture of collaborating services
© 2009 Everware-CBDI, Inc.14
SOA Critical Success Factors
Trust Security Service Certification SLAs Testing & Monitoring (adaptive/collaborative/continuous)
Consistency Semantic - Data Service Reference Architecture (EA)
SOA Readiness & Maturity Org Change Management Management of the SOA Adoption Process
Federated Governance Enforceable Contracts Funding & Cost Recovery Service Oriented Acquisition
Technology Platform Infrastructure as a Service - Cloud Computing Discovery – Repositories/Registries
© 2009 Everware-CBDI, Inc.15
SOA Vision:Flexible, Federated Business Processes
Enabling a virtual federation of participants to collaborate in an
end-to-end business process
Service
Service
Service
Service
Service
Payment
Inventory
Manufacturing
Logistics
Ordering
Enabling aggregation from multiple providers, or
flexible choice of provider
Ticket Sales
Service
Service
Service Service
Availability
Enabling reuse of Services in
different scenarios
Service
Ticket Collection
Identification
Enabling alternative implementations to provide
the same Services
Enabling virtualization of business resources
Outsourcing, insourcing, offshoring, etc
Motivation:
Business Agility
Business Efficiency
Globalization
© 2009 Everware-CBDI, Inc.16
Service Portfolio Provisioning ProcessProvide Services and Service Automation Units
ServicePortfolio
Plan
SOA Organizational Impact: Twin Track Development Service Portfolio based on highly reusable services Strict separation of provider and consumer Requires service oriented demand forecasting Enables just in time assembly
Solution ProcessConsume, Assemble Solution
ImmediateBusiness
Needs
SpecificRequirement
Stable, Long-term, Reusable Assets
Volatile, short-term, process specific Solutions
Standard Versions
Customized Versions
© 2009 Everware-CBDI, Inc.17
Practical Guide to Federal SOA:Keys to Implementation (SOE)
Service Oriented Enterprise
1. Treat SOA adoption as an organizational change initiative
2. Build community processes and collaborative platforms
3. Establish Federated Governance
4. Establish service funding and charging mechanisms
5. Service based SDLC with incremental development
6. Shift to service based procurement
7. Advance institutional knowledge and capture best practices
© 2009 Everware-CBDI, Inc.18
PGFSOA: Keys to Implementation (SOA)
Process Services(orchestration layer)
Order FulfillmentService
Core Business Services
(“backbone” layer)
Underlying Services(that need a facade)
Stock Movements ServiceProductsService
Orders Service
Stock Management Service
Purchasing(from highly generic component)
Utility Services(high reuse layer)
CurrencyConversionServiceAddressReformatter
AccountsReceivableAPI(from legacy Accounting System)
Stock Reordering
Customers Service
Order System
Stock ControlApplication
Product DevSystem
Solution Layer
(presentation
and dialog)
Source: CBDI SAE™
8. Use EA to align with business objectives
9. Introduce Services as a First-Order Concept in your EA Establish a Service Based
Target Architecture Adopt model based
architecture and pattern based design
Enable automatic compliance and alignment
10. Leverage legacy assets to enable evolutionary progress
Service Oriented Architecture
© 2009 Everware-CBDI, Inc.19
PGFSOA: Keys to Implementation (SOI)
Service Oriented Infrastructure
11. Focus on enterprise security, scalability, and interoperability Infrastructure as a service
12. Establish discovery and trust mechanisms Repositories/Registries Information assurance & identity management
13. Establish an adaptive and collaborative testing and certification environment
© 2009 Everware-CBDI, Inc.20
SOA Adoption Roadmap
Provide a framework for assessing an organizations SOA capability maturity.
Present a roadmap for evolving an organization’s SOA capability.
Theme: …“managed” adoption of a new approach achieves the objectives of the organization more quickly and at a higher level of maturity.
Objectives of the SOA Roadmap:
SOA Readiness Assessment & Business Case
SOA Readiness Assessment & Business Case
SOA Adoption Roadmap Planning
SOA Adoption Roadmap Planning
SOA Maturity Assessment
SOA Maturity Assessment
SOA Adoption Management
SOA Adoption Management
SOA Implementation Initiatives
SOA Implementation Initiatives
© 2009 Everware-CBDI, Inc.21
SOA Maturity Model
Early Learning
Integrated
Enterprise
Ecosystem
Initial SOAactivity
Experimental
Shared services integrate silos, rationalize EAI contracts
Integrated approach reduces complexity, cost and increases adaptability
Common ecosystem services eliminate organizational boundaries and enable broader economic activity
Service concepts standardized across industry sectors and or LOBs
Enterprise level shared services create enterprise adaptability and consistency
SOA enables enterprise wide consistency of business information and processes
Applied
Project basedSOA activity
Service architecture enables business adaptability for limited scope
© 2009 Everware-CBDI, Inc.22
Early Learning
Integrated Ecosystem
SOA
Management
Service
Architecture
OperationalInfrastructure
Framework and Process
Organization
Projects &
Programs
Maturity Level
.
LifeCycleInfrastructure
Applied Enterprise
Business
Design
.
.
.
.
.
.
. Management tools including vision, strategy, funding, charging, measurement and monitoring and SOA adoption plans and management.
Defined policies, roles, responsibilities and skills required to create, operate, manage and govern a service environment.
Capability to execute classes of project and or program, defined as project patterns
The business models and business transformation plans that shape a service oriented business and integrate and drive requirements for service architecture
The service architecture and Service Portfolio Plan (SPP)
The reference framework including concept model, reference architecture and process to enable and coordinate federated service delivery and execution.
Life cycle support architecture and implementation to support planning to delivery service states.
Operational infrastructure architecture and implementation to support the run time service life cycle states.
SOA Adoption Streams
SOE
SOA
SOI
© 2009 Everware-CBDI, Inc.23
Service Oriented Government
Virtual Government Value Chains
Combination of: Enterprise Architecture (Federal Gov is the Enterprise) Business Process Management Service Oriented Architecture
Independent of Federal Organizational Structure Starting Points:
Federal Enterprise Architecture (FEA) Reference Models, Segment Architectures
PGFSOA (2008) Architectural Principles for US Government (2006)
© 2009 Everware-CBDI, Inc.24
OMB Future Direction: Services
The Historical Approach …
IT &Services
IT &Services
IT &Services
DOJ
Treasury VA
USDA
DOD
State HUD
DOI
EPA
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services IT &
Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
HHS
IT &Services
The Future Approach …
Treasury
IT &Services
Service forCitizens
DOJ
VA
State
DOD
USDAHUD
DOI
EPA
Service forCitizens
HealthServices
MortgageInsurance
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
IT &Services
CommercialProvider
CommercialProvider
HHS
IT &Services
IT &Services
IT &Services
IT &Services
CommercialProvider
Service forCitizens
= Agency-specific Service = Common Service
= Service for Citizens
= Commercial Provider Source: Dick Burk
© 2009 Everware-CBDI, Inc.25
Service Oriented Government
The Historical Approach - Agency Focused… Citizen Service: Many agencies and offices; not one government Performance: No common framework for performance measurement across
agencies; minimal budget-performance integration IT & Services: Redundancy within and across agencies Budget Allocation: Allocation of funds by Agency; minimal cross-Agency
analysis
The Future Approach - Mission and Service Focused… Citizen Service: One government Performance: Common performance measurement framework for OMB and all
agencies; robust budget-performance integration IT & Services: Minimal redundancy in IT spending; component-based
architecture promotes reuse Budget Allocation: Budget analyses take business lines into consideration;
funds allocated to support cross-agency collaboration
Source: Dick Burk, 2005
© 2009 Everware-CBDI, Inc.26
SOG in Action: NYC Business Express
NYC Business Express Common
Intake Portal
BPM Engine
Departmental
Services
NYC Department
of Buildings
NYC Dept of Health
& Mental Hygiene
IRS
Business Express
Process Services
IRS
NY
C D
OB
NY
C D
OT
Intake Portal & Rules Engine
Open a Restaurant
© 2009 Everware-CBDI, Inc.27
Recommendations
OMB Mine Segment Architectures for commonality Establish Communities of Interest Require agencies to consume & share services
Agency Executive Management Define goals in terms of value chains of extended ecosystem Insist on linkages between performance measures and
processes/data/applications/technology IT Managers
Acquire capabilities (services), not systems Manage portfolio of services vs. applications
Architects Ensure the architecture support business leadership (fit for purpose) Service orient the EA and solution architectures
Technologists Establish the platform and governance (eg, SLAs) to enable the
transformation Decouple technologies – technology agility (eg, Cloud computing)
© 2009 Everware-CBDI, Inc.28
Expectations from New Administration
Transparency Rapid Response Citizen-focused Transformation Efficiency (cost savings) New Technology & Innovation Effectiveness (performance)
Bottom-line: An Agile Enterprise
Enterprise Service Solutions
www.everware-cbdi.com
Research Portal: www.cbdiforum.com
Download the PGFSOA:
http://www.whitehouse.gov/omb/e-gov/pgfsoa.aspx
Thank you. Questions?
Dave Mayo
(703) 246-0000 x103
