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Service categorization and SOA patterns 911
A short roundup of key Business Values delivered to our customers
3.12-2008
Totto
totto@objectware.no
Agenda
SOA in 2 slides
● System strategy
● Laws of SOA
Service categorization
● Motivation
● Categories
● Design rules
● Real Business Value Delivered - Business Cases
Harvest value from existing investments with EDR/EDR-MDS
● Architecture axiom - clear and consistant..
● EDR-MDS 101
● Real Business Value Delivered - Business Cases
SOA IN 2 SLIDES
What nobody seems to understand, and still remains the most important aspects of success with
Service Oriented Architecture
SOA 911
Laws of SOA
0. Forget about focusing WS and products
1. Establish service categories and service universe
2. Find and decompose services
3. Establish service ownership and Key Performance Indicators for your services
4. Establish design rules for your service categories up-front
5. Start limited and controlled
6. Establish lean and agile deployment routines
7. Versioning is not optional in SOA
8. Security is not optional in SOA
9. Reflect and work strategically against SOA Maturity Model.
SOA Maturity
Models
Level 2Level 2
Level 2
SOAMM
●..
●..
●2: Data
●1: Design
●0: Chaos
SERVICE CATEGORIZATION
Why and how we reduce complexity by segmentation
Motivation
●When we started designing SOA solutions, we experienced that nobody knew what a service was...
●200+ definitions on the web
oNone of which made any sense
●We needed a precise way to discuss, design, implement and govern services
SOA 911
SOA 911
Design rules
CATEGORIZATION BUSINESS VALUE
SOA Maturity Model Level 1 i all about bringing design and architecture into the SOA Strategy, and to
establish a goverable service universe.
IT Strategy
●Established a modern, flexible Service Oriented Architecture aligned with its business processes.
●The SOA implementation provides standardized and simple interfaces for internal, system and external parties
●Established Enterprise Portal based on "best of breed" portal framework which enables efficient multi-channel
publishing and functionality extensions
●Established "software factory" based upon Enterprise Maven Infrastructure to enable efficient, frequent and high
quality deployment of new features, services and processes
●is a knowledge-worker company which ensures its employees a high flexibility in applications and tools to
increase quality and productivity.
State of SOA Adoption
Decision of SOA establishment made late 2004
●"Architectural Pain"-driven through multiple mergers & acquisition with ad-hoc systems integration
●Completed phase 4 (release 60) significantly more cost-efficient than competition
o+120 H2A services delivered
o+80 A2A services delivered
o+30 ACS services delivered
o+25 CS delivered
 +50 (+65, +55..) data sources integrated
Telecommunication Company
Service Categorization values
●Established an Enterprise Portal based on "Best of Breed" portal frameworks.
●Provides cost-efficient publishing, functional enhancements and administration
●Provides linear cost-efficientness in service development
o+300 services in 4 years
●Linear development and service cost (not exponential!)
●Proof-of-evolve ability
●H2A services delivered and configured in multiple channels
●Typically 3-6 channels for essential services
●A2A services exposed for 3rd party partners and subcontractors
Summary
●Enterprise Domain Repository is vital to IT Strategy today
●Categorized services provides the foundation for continuous IT-driven business value
●The evolve ability promise of SOA is delivered and proven over several years
●A service universe based on efficient building blocks enables rapid business opportunity
onew products, acquisition & mergers, new markets
Mainframe integration and abstraction through Categorized Services
starts SOA initiative in Norwegian Bank
State of SOA Adoption
●Decision of SOA establishment made early 2006
●Project-driven by the "Kundebilde" (CustomerDashboard) application
●Completed phase 1 with 2 developer resources from Objectware in approx 1 calendar year.
o+10 H2A services delivered
o+15 categorized CS/ACS services delivered
o+20 data sources integrated
Bank
Governance
All CS and ACS services complies to sets of core governance policies, including;
●Implements same patterns
●Complies to same request response patterns
●Supports evolve ability
●Coherent failover and operational capabilities
●Ensures great service through a common usage pattern across +15 services in first phase
delivery
Summary
Service Oriented Architecture established in 1 year development time
●Large integration challenges tackled
●Project value realized at the same time
●Major challenges lies ahead: complete SOA vision cannot be completed in scope of single project
●Further potential can be realized through agile evolution of the service stack and implementation of
additional services
BUSINESS DATA PATTERNS
Todays enterprises have lost controll of their key asset – their bisiness data. SOA Maturity Model Level
2 is all about data.
Architecture Axiom
Clear and consistant responsibillity
powers all great architectures
EDR MDS 101
Mission Statement
To allow standard software to coexist nicely with SOA and to reach SOA Maturity Level 2, we need to
master our Business Objects. EDR is the natural, lean, simple and inexpensive choice for a Master Data
Management Services.
●Simplest possible route to managed data
●Reduced complexity by zooming in to one single Business Object at a time
●All non-business object relations handled as resource references.
●Simple first generation implementation within 2-3 months
●By adding support for managed Business Objects in your SOA, you facilitate and enable event-driven architectures and real-
time enterprise.
SOA 911
EDR MDS – Key takeaways
●Simplest possible route to managed data
●Reduced complexity by zooming in to one single Business
Object at a time
●All non-business object relations handled as resource
references.
●Simple first generation implementation within 2-3 months
●By adding support for managed Business Objects in your SOA,
you facilitate and enable event-driven architectures and real-
time enterprise.
Its no magic – just common sense (and can be implemented in your favourite technology,
container, product ☺
BUSINESS DATA PATTERNS BUSINESS
VALUES
Telecom Company - Values
SOA provides a standardized and easy-to-use interface for integration both internally and towards business partners
●Changed CRM system in one week without breaking any of the existing services
●Open-ended EDR provider
●Multi-master strategy on the Customer Domain Object between CRM, the order system and the billing system.
oIntegration costs less than 10% of main competitors
oAutomation costs less than 20% of main competitors
Uses extensions to EDR pattern
●Recording Proxy
●Open-ended Integration pattern
●Field-based Mastering Strategy
Summary
●Enterprise Domain Repository is vital to IT Strategy today
●Categorized services provides the foundation for continuous IT-driven business value
●The evolvability promise of SOA is delivered and proven over several years
●A service universe based on efficient building blocks enables business opportunity
Bank case – EDR values
●Integration
oExtend business entities with data that are not in core system
oProvide ad-hoc storage for service-required data not yet discovered or decided
●Service targeted "datamarts“
oExisting data warehouse provide useful information for services
oEspecially select aggregate data and data hierarchies
oLoaded into service-owned "datamarts" for consumption
●New business processes enabled by Microsoft CRM standard software
oProvides special support for customer follow-up for the business market
●Shift of responsibility of existing functionality
oBusiness data previously owned by mainframe moved to Microsoft CRM
oSignificant lower cost of integration than mainframe platform
oFuture potential of moving further responsibility from mainframe to standard software
●High agility and time to market
Bank case –Summary
●Service Oriented Architecture established in 1 year development time
●Large integration challenges tackled
●Project value realized at the same time
●Major challenges lies ahead: complete SOA vision cannot be completed in scope of single project
●Further potential can be realized through agile evolution of the service stack and implementation of
additional services
APPENDIX
Auto-Taxonomy and
Categorization As A Service
●Taxonomy strategies hold great promises, and we nowadays understand that we need some kind of meta-data
strategy to automatically and dynamically (loose coupling) connect bits of information. Today´s taxonomy
strategies have struggled hard to provide positive return of investment (ROI). Projects experience frequently that
their taxonomy changes and they have to keep re-investing in their taxonomy and categorization.
●We believe that since the internet search engines started to rule the world, we need to rethink they way we look
at information and categorization. With the new and up-coming auto-categorization services, we see a potential
of shifting the effort from people to machines in taxonomy and categorization in the same way that the search
engines shifted the information gathering from catalogs to search.
SOA i Praktiken: Lorentzen & Stemoco
Auto-Taxonomy and Categorization As A Service (ATaCAAS)
Pimp my CustomerService-style service extension, where we use free auto-taxonomy services and object-graphs to
generate web 2.0 social-network graphs/presentations of customer clusters to enable pin-point direct mailings to
specific interest-areas of the customer clusters.
Value proposition
●Low initial investment (less than a months effort)
●Auto-learning/auto-updating taxonomy
(we get the new features from the auto
taxonomy services for free)
●No extra maintenance and product cost
SOA i Praktiken: Lorentzen & Stemoco
Real-time enterprise.. Just a dream?
EDR-MDS
Enterprise Search
EDA
Realtime BI
EDR-MDS
EDR-MDS
SOA – hype?
Hype
Business value
WS-*
CFX/
XFire
SAML 2.0
OW SOA
EDR
Tjeneste kategorisering
Mule
REST
ESB
Endpoint
Design-time Governance
AXIS
Web
Services
WS ducktyping
ESERun-time
Governance
Governance
PAB
BAM

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SOA 911

  • 1. Service categorization and SOA patterns 911 A short roundup of key Business Values delivered to our customers 3.12-2008 Totto [email protected]
  • 2. Agenda SOA in 2 slides ● System strategy ● Laws of SOA Service categorization ● Motivation ● Categories ● Design rules ● Real Business Value Delivered - Business Cases Harvest value from existing investments with EDR/EDR-MDS ● Architecture axiom - clear and consistant.. ● EDR-MDS 101 ● Real Business Value Delivered - Business Cases
  • 3. SOA IN 2 SLIDES What nobody seems to understand, and still remains the most important aspects of success with Service Oriented Architecture
  • 5. Laws of SOA 0. Forget about focusing WS and products 1. Establish service categories and service universe 2. Find and decompose services 3. Establish service ownership and Key Performance Indicators for your services 4. Establish design rules for your service categories up-front 5. Start limited and controlled 6. Establish lean and agile deployment routines 7. Versioning is not optional in SOA 8. Security is not optional in SOA 9. Reflect and work strategically against SOA Maturity Model.
  • 6. SOA Maturity Models Level 2Level 2 Level 2 SOAMM ●.. ●.. ●2: Data ●1: Design ●0: Chaos
  • 7. SERVICE CATEGORIZATION Why and how we reduce complexity by segmentation
  • 8. Motivation ●When we started designing SOA solutions, we experienced that nobody knew what a service was... ●200+ definitions on the web oNone of which made any sense ●We needed a precise way to discuss, design, implement and govern services
  • 12. CATEGORIZATION BUSINESS VALUE SOA Maturity Model Level 1 i all about bringing design and architecture into the SOA Strategy, and to establish a goverable service universe.
  • 13. IT Strategy ●Established a modern, flexible Service Oriented Architecture aligned with its business processes. ●The SOA implementation provides standardized and simple interfaces for internal, system and external parties ●Established Enterprise Portal based on "best of breed" portal framework which enables efficient multi-channel publishing and functionality extensions ●Established "software factory" based upon Enterprise Maven Infrastructure to enable efficient, frequent and high quality deployment of new features, services and processes ●is a knowledge-worker company which ensures its employees a high flexibility in applications and tools to increase quality and productivity.
  • 14. State of SOA Adoption Decision of SOA establishment made late 2004 ●"Architectural Pain"-driven through multiple mergers & acquisition with ad-hoc systems integration ●Completed phase 4 (release 60) significantly more cost-efficient than competition o+120 H2A services delivered o+80 A2A services delivered o+30 ACS services delivered o+25 CS delivered  +50 (+65, +55..) data sources integrated
  • 16. Service Categorization values ●Established an Enterprise Portal based on "Best of Breed" portal frameworks. ●Provides cost-efficient publishing, functional enhancements and administration ●Provides linear cost-efficientness in service development o+300 services in 4 years ●Linear development and service cost (not exponential!) ●Proof-of-evolve ability ●H2A services delivered and configured in multiple channels ●Typically 3-6 channels for essential services ●A2A services exposed for 3rd party partners and subcontractors
  • 17. Summary ●Enterprise Domain Repository is vital to IT Strategy today ●Categorized services provides the foundation for continuous IT-driven business value ●The evolve ability promise of SOA is delivered and proven over several years ●A service universe based on efficient building blocks enables rapid business opportunity onew products, acquisition & mergers, new markets
  • 18. Mainframe integration and abstraction through Categorized Services starts SOA initiative in Norwegian Bank State of SOA Adoption ●Decision of SOA establishment made early 2006 ●Project-driven by the "Kundebilde" (CustomerDashboard) application ●Completed phase 1 with 2 developer resources from Objectware in approx 1 calendar year. o+10 H2A services delivered o+15 categorized CS/ACS services delivered o+20 data sources integrated
  • 19. Bank
  • 20. Governance All CS and ACS services complies to sets of core governance policies, including; ●Implements same patterns ●Complies to same request response patterns ●Supports evolve ability ●Coherent failover and operational capabilities ●Ensures great service through a common usage pattern across +15 services in first phase delivery
  • 21. Summary Service Oriented Architecture established in 1 year development time ●Large integration challenges tackled ●Project value realized at the same time ●Major challenges lies ahead: complete SOA vision cannot be completed in scope of single project ●Further potential can be realized through agile evolution of the service stack and implementation of additional services
  • 22. BUSINESS DATA PATTERNS Todays enterprises have lost controll of their key asset – their bisiness data. SOA Maturity Model Level 2 is all about data.
  • 23. Architecture Axiom Clear and consistant responsibillity powers all great architectures
  • 24. EDR MDS 101 Mission Statement To allow standard software to coexist nicely with SOA and to reach SOA Maturity Level 2, we need to master our Business Objects. EDR is the natural, lean, simple and inexpensive choice for a Master Data Management Services. ●Simplest possible route to managed data ●Reduced complexity by zooming in to one single Business Object at a time ●All non-business object relations handled as resource references. ●Simple first generation implementation within 2-3 months ●By adding support for managed Business Objects in your SOA, you facilitate and enable event-driven architectures and real- time enterprise.
  • 26. EDR MDS – Key takeaways ●Simplest possible route to managed data ●Reduced complexity by zooming in to one single Business Object at a time ●All non-business object relations handled as resource references. ●Simple first generation implementation within 2-3 months ●By adding support for managed Business Objects in your SOA, you facilitate and enable event-driven architectures and real- time enterprise. Its no magic – just common sense (and can be implemented in your favourite technology, container, product ☺
  • 27. BUSINESS DATA PATTERNS BUSINESS VALUES
  • 28. Telecom Company - Values SOA provides a standardized and easy-to-use interface for integration both internally and towards business partners ●Changed CRM system in one week without breaking any of the existing services ●Open-ended EDR provider ●Multi-master strategy on the Customer Domain Object between CRM, the order system and the billing system. oIntegration costs less than 10% of main competitors oAutomation costs less than 20% of main competitors Uses extensions to EDR pattern ●Recording Proxy ●Open-ended Integration pattern ●Field-based Mastering Strategy
  • 29. Summary ●Enterprise Domain Repository is vital to IT Strategy today ●Categorized services provides the foundation for continuous IT-driven business value ●The evolvability promise of SOA is delivered and proven over several years ●A service universe based on efficient building blocks enables business opportunity
  • 30. Bank case – EDR values ●Integration oExtend business entities with data that are not in core system oProvide ad-hoc storage for service-required data not yet discovered or decided ●Service targeted "datamarts“ oExisting data warehouse provide useful information for services oEspecially select aggregate data and data hierarchies oLoaded into service-owned "datamarts" for consumption ●New business processes enabled by Microsoft CRM standard software oProvides special support for customer follow-up for the business market ●Shift of responsibility of existing functionality oBusiness data previously owned by mainframe moved to Microsoft CRM oSignificant lower cost of integration than mainframe platform oFuture potential of moving further responsibility from mainframe to standard software ●High agility and time to market
  • 31. Bank case –Summary ●Service Oriented Architecture established in 1 year development time ●Large integration challenges tackled ●Project value realized at the same time ●Major challenges lies ahead: complete SOA vision cannot be completed in scope of single project ●Further potential can be realized through agile evolution of the service stack and implementation of additional services
  • 33. Auto-Taxonomy and Categorization As A Service ●Taxonomy strategies hold great promises, and we nowadays understand that we need some kind of meta-data strategy to automatically and dynamically (loose coupling) connect bits of information. Today´s taxonomy strategies have struggled hard to provide positive return of investment (ROI). Projects experience frequently that their taxonomy changes and they have to keep re-investing in their taxonomy and categorization. ●We believe that since the internet search engines started to rule the world, we need to rethink they way we look at information and categorization. With the new and up-coming auto-categorization services, we see a potential of shifting the effort from people to machines in taxonomy and categorization in the same way that the search engines shifted the information gathering from catalogs to search. SOA i Praktiken: Lorentzen & Stemoco
  • 34. Auto-Taxonomy and Categorization As A Service (ATaCAAS) Pimp my CustomerService-style service extension, where we use free auto-taxonomy services and object-graphs to generate web 2.0 social-network graphs/presentations of customer clusters to enable pin-point direct mailings to specific interest-areas of the customer clusters. Value proposition ●Low initial investment (less than a months effort) ●Auto-learning/auto-updating taxonomy (we get the new features from the auto taxonomy services for free) ●No extra maintenance and product cost SOA i Praktiken: Lorentzen & Stemoco
  • 35. Real-time enterprise.. Just a dream? EDR-MDS Enterprise Search EDA Realtime BI EDR-MDS EDR-MDS
  • 36. SOA – hype? Hype Business value WS-* CFX/ XFire SAML 2.0 OW SOA EDR Tjeneste kategorisering Mule REST ESB Endpoint Design-time Governance AXIS Web Services WS ducktyping ESERun-time Governance Governance PAB BAM