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I’ve aligned SOA and EA, What Next?

Bhavish Kumar, Sanda Morar
Principals Architects

Bhavish.Kumar@Cognizant.com
Sanda.Morar@cognizant.com
Prologue

A 3-Act story has a beginning, middle and end in a fairly rigid structure.


    Act 1: A clear main character (protagonist) identifies a clear quest or goal, identifies a
    clear obstacle (antagonist), and sets a deadline.

    Act 2: Protagonist faces obstacle(s), winning and also losing.
         “It seems hopeless” -- quot;darkest before the dawn.quot;
         “Finally the climax”: protagonist and antagonist confront each other face to face.

    Act 3: Protagonist achieves goal, doesn't, or succeeds at great cost. Denouement: after the
    action, a scene to establish the emotional meaning.




                    Confidential                     2
Program

    Cast
    Act 1: Its raining!!
•   Client Profile, Business Goals & Obstacles
•   Challenges
•   Scene
    Act 2: Facing challenges
•   Approach
           Phase 1: Gather Information
           Phase 2: Asses and Aligning SOA and EA
           Phase 3: What Next?
    Epilogue


                  Confidential         3
Cast

Protagonists: Client & Consultant
Antagonist: EA and SOA




                Confidential        4
Program

    Cast
    Act 1: Its raining!!
•   Client Profile, Business Goals & Obstacles
•   Challenges
•   Scene
    Act 2: Facing challenges
•   Approach
           Phase 1: Gather Information
           Phase 2: Asses and Aligning SOA and EA
           Phase 3: What Next?
    Epilogue


                  Confidential         5
Act 1: Client Profile & Goals



                             • UK’s fastest growing mobile phone retailer.
    Profile                  • Operations across UK and Northern Ireland
                             • Network of more than 440 Stores




                             • Extend the business
                                 • Create new agile retail channels to connect
                                   directly with a large base of customers
Business Goals                   • Introduce Services Convergence
                                 • Introduce new product lines under the
 and Drivers                       umbrella of Services Convergence
                                 • Have the capability to create on the flight
                                   value generating retail promotions
                             • Lower support costs




              Confidential           6
Act 1 : Challenges


 Financial
                            •   High Maintenance Costs
                            •   Lack of Clarity in Investment Planning and Strategy


                            •   Alignment of IT to Business Initiative “unheard
 Business                       and non existent”

                                  •   Lack of standardisation across the Enterprise
                                  •   Point to Point Integration Architecture
                                  •   Lack of formalized enterprise architecture, i.e.:

IT Strategy
                                        • Business Principles – non existent
                                        • Limited as-is architecture artifacts
                                  •   SOA selection made without necessary due
                                      diligence:
                                        • Short Term Tactical moves: SOA supports
                                           applications in silos rather than adoption of
                                           SOA as a planned transformation
Programme
                            •    Poor Planning approaches mostly done on:
Management                      “who screams more! Or first come first serve!”
             Confidential                   7
Act 1: The Scene



                                                              IT
    Business
    Strategy


  Goal & Drivers
                       High Opex                          Applications         Technical
                                           SOA ?
                         Costs                            Architecture        Architecture


                                   Ability to support new business initiatives ?




    Programme Office
                                                   Projects
Program

    Cast
    Act 1: Its raining!!
•   Client Profile, Business Goals & Obstacles
•   Challenges
•   Scene
    Act 2: Facing challenges
•   Approach
           Phase 1: Gather Information
           Phase 2: Asses and Aligning SOA and EA
           Phase 3: What Next?
    Epilogue


                  Confidential         9
Act 2: Facing Challenges: The Approach




Phases
Phases


         Iterations
          Iterations



                  Confidential   10
Approach Phase 1: Gather Information

                           1.     Understanding Client ‘s Current enterprise landscape
                           2.     Addressing Client’s “Immediate Concerns” / “Tactical needs”:
Description                        1. High Maintenance (Opex) Costs
                                   2. Integration Architecture Pain Points
                           3.     Address Client’s “long term Concerns”: new sale channels

                           1.     Lack of formalized methodology to allow an organised and
Challenges                        repeatable way of understanding the client’s landscape


                           1.     Adopt an EA Framework ( in this case TOGAF)
  Steps                    2.
                           3.
                                  Customise, Model, and Extend EA Framework in line with Strategy
                                  Develop the EA content

                                1. Aligned Business and IT Strategy
                                2. Baseline and Target Client’s landscape described as artefacts
                                   grouped in Architecture Domains
                                3. Repeatable and organised way to understand the client’s landscape
Outcomes                           ( i.e. EA Framework)
                                4. Mapping of the High Costs into the client’s landscape
                                5. Requirements including Requirements for Integration Architecture
                                6. Identified Stakeholders, concerns, pain points, constraints'

            Confidential                         11
Approach Phase 1: Gather Information Outputs




           Confidential      12
Approach Phase 2: Asses & Align


                          1.   Understanding and Assessing where SOA fits in the baseline and
Description                    target landscape and why ( one of the challenges was SOA
                               selection made without necessary due diligence)


                          1. Business case for SOA
Challenges                2. Determinate SOA Adoption Scope




  Steps                   1.   Use the artefacts collected in Phase 1 to create and validate the
                               Business case for SOA


                           1. Clear articulation of SOA Strategy to resolve tactical and strategic
                              needs
                           2. Establishment of SOA Governance in line with EA Governance and
Outcomes                      Organisation




           Confidential                       13
Approach Phase 1,2: Gather Information & Asses/Align Outputs
Act 2 – Conceptual Alignment (EA & SOA)




          Confidential      15
Approach Phase 3: What Next ?



Description               •    SOA Adoption and Planning



                          • Landscape contains (Legacy) with known or unknown data models
Challenges                  and introduction of COTS applications to support new initiatives
                          • Fragmented Information , Different Information Formats

                          1.   Create an Enterprise Wise Semantic Model
  Steps                   2.   Classification of business relevant cross functional solution areas
                               into Domain Topics


                           1. Classification of business capabilities into cluster semantic domain
                              topics; Definition of Semantics for each cluster
                           2. Identifying core and peripheral interfaces / services into a portfolio to
Outcomes                      support required business functionality
                           3. This enables the extension of the operating model
                           4. Use the outcomes as inputs into programme and project
                              management

           Confidential                       16
Approach Phase 1,2,3: Gather Information & Asses & What Next ? Outputs




             Confidential           17
Program

    Cast
    Act 1: Its raining!!
•   Client Profile, Business Goals & Obstacles
•   Challenges
•   Scene
    Act 2: Facing challenges
•   Approach
           Phase 1: Gather Information
           Phase 2: Asses and Aligning SOA and EA
           Phase 3: What Next?
    Epilogue


                 Confidential         18
Epilogue : Benefits


                            •   Better managed Maintenance Costs
 Financial                  •   Clear Investment Planning and Strategy


                            •   Clarity in alignment of IT to Business Initiatives
 Business                   •   Achieve Goals (Extend the business )

                                 •   Standardisation across the Enterprise
                                 •   Strategic Information Architecture
                                 •   Standardized Integration Architecture
IT Strategy                      •   Formalized enterprise architecture, i.e.:
                                       • Business and IT Principles published
                                       • As-is architecture artifacts documented
                                 •   SOA adoption in line with agreed roadmap of
                                     introducing business services in a phased
                                     manner

Programme                   •   Planning integrated with other enterprise wide
                                processes
Management                  •   Delivery in line with business goals
             Confidential                  19

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TOGAF EAPC MUNICH Oct2008 Presentation

  • 1. I’ve aligned SOA and EA, What Next? Bhavish Kumar, Sanda Morar Principals Architects Bhavish.Kumar@Cognizant.com Sanda.Morar@cognizant.com
  • 2. Prologue A 3-Act story has a beginning, middle and end in a fairly rigid structure. Act 1: A clear main character (protagonist) identifies a clear quest or goal, identifies a clear obstacle (antagonist), and sets a deadline. Act 2: Protagonist faces obstacle(s), winning and also losing. “It seems hopeless” -- quot;darkest before the dawn.quot; “Finally the climax”: protagonist and antagonist confront each other face to face. Act 3: Protagonist achieves goal, doesn't, or succeeds at great cost. Denouement: after the action, a scene to establish the emotional meaning. Confidential 2
  • 3. Program Cast Act 1: Its raining!! • Client Profile, Business Goals & Obstacles • Challenges • Scene Act 2: Facing challenges • Approach Phase 1: Gather Information Phase 2: Asses and Aligning SOA and EA Phase 3: What Next? Epilogue Confidential 3
  • 4. Cast Protagonists: Client & Consultant Antagonist: EA and SOA Confidential 4
  • 5. Program Cast Act 1: Its raining!! • Client Profile, Business Goals & Obstacles • Challenges • Scene Act 2: Facing challenges • Approach Phase 1: Gather Information Phase 2: Asses and Aligning SOA and EA Phase 3: What Next? Epilogue Confidential 5
  • 6. Act 1: Client Profile & Goals • UK’s fastest growing mobile phone retailer. Profile • Operations across UK and Northern Ireland • Network of more than 440 Stores • Extend the business • Create new agile retail channels to connect directly with a large base of customers Business Goals • Introduce Services Convergence • Introduce new product lines under the and Drivers umbrella of Services Convergence • Have the capability to create on the flight value generating retail promotions • Lower support costs Confidential 6
  • 7. Act 1 : Challenges Financial • High Maintenance Costs • Lack of Clarity in Investment Planning and Strategy • Alignment of IT to Business Initiative “unheard Business and non existent” • Lack of standardisation across the Enterprise • Point to Point Integration Architecture • Lack of formalized enterprise architecture, i.e.: IT Strategy • Business Principles – non existent • Limited as-is architecture artifacts • SOA selection made without necessary due diligence: • Short Term Tactical moves: SOA supports applications in silos rather than adoption of SOA as a planned transformation Programme • Poor Planning approaches mostly done on: Management “who screams more! Or first come first serve!” Confidential 7
  • 8. Act 1: The Scene IT Business Strategy Goal & Drivers High Opex Applications Technical SOA ? Costs Architecture Architecture Ability to support new business initiatives ? Programme Office Projects
  • 9. Program Cast Act 1: Its raining!! • Client Profile, Business Goals & Obstacles • Challenges • Scene Act 2: Facing challenges • Approach Phase 1: Gather Information Phase 2: Asses and Aligning SOA and EA Phase 3: What Next? Epilogue Confidential 9
  • 10. Act 2: Facing Challenges: The Approach Phases Phases Iterations Iterations Confidential 10
  • 11. Approach Phase 1: Gather Information 1. Understanding Client ‘s Current enterprise landscape 2. Addressing Client’s “Immediate Concerns” / “Tactical needs”: Description 1. High Maintenance (Opex) Costs 2. Integration Architecture Pain Points 3. Address Client’s “long term Concerns”: new sale channels 1. Lack of formalized methodology to allow an organised and Challenges repeatable way of understanding the client’s landscape 1. Adopt an EA Framework ( in this case TOGAF) Steps 2. 3. Customise, Model, and Extend EA Framework in line with Strategy Develop the EA content 1. Aligned Business and IT Strategy 2. Baseline and Target Client’s landscape described as artefacts grouped in Architecture Domains 3. Repeatable and organised way to understand the client’s landscape Outcomes ( i.e. EA Framework) 4. Mapping of the High Costs into the client’s landscape 5. Requirements including Requirements for Integration Architecture 6. Identified Stakeholders, concerns, pain points, constraints' Confidential 11
  • 12. Approach Phase 1: Gather Information Outputs Confidential 12
  • 13. Approach Phase 2: Asses & Align 1. Understanding and Assessing where SOA fits in the baseline and Description target landscape and why ( one of the challenges was SOA selection made without necessary due diligence) 1. Business case for SOA Challenges 2. Determinate SOA Adoption Scope Steps 1. Use the artefacts collected in Phase 1 to create and validate the Business case for SOA 1. Clear articulation of SOA Strategy to resolve tactical and strategic needs 2. Establishment of SOA Governance in line with EA Governance and Outcomes Organisation Confidential 13
  • 14. Approach Phase 1,2: Gather Information & Asses/Align Outputs
  • 15. Act 2 – Conceptual Alignment (EA & SOA) Confidential 15
  • 16. Approach Phase 3: What Next ? Description • SOA Adoption and Planning • Landscape contains (Legacy) with known or unknown data models Challenges and introduction of COTS applications to support new initiatives • Fragmented Information , Different Information Formats 1. Create an Enterprise Wise Semantic Model Steps 2. Classification of business relevant cross functional solution areas into Domain Topics 1. Classification of business capabilities into cluster semantic domain topics; Definition of Semantics for each cluster 2. Identifying core and peripheral interfaces / services into a portfolio to Outcomes support required business functionality 3. This enables the extension of the operating model 4. Use the outcomes as inputs into programme and project management Confidential 16
  • 17. Approach Phase 1,2,3: Gather Information & Asses & What Next ? Outputs Confidential 17
  • 18. Program Cast Act 1: Its raining!! • Client Profile, Business Goals & Obstacles • Challenges • Scene Act 2: Facing challenges • Approach Phase 1: Gather Information Phase 2: Asses and Aligning SOA and EA Phase 3: What Next? Epilogue Confidential 18
  • 19. Epilogue : Benefits • Better managed Maintenance Costs Financial • Clear Investment Planning and Strategy • Clarity in alignment of IT to Business Initiatives Business • Achieve Goals (Extend the business ) • Standardisation across the Enterprise • Strategic Information Architecture • Standardized Integration Architecture IT Strategy • Formalized enterprise architecture, i.e.: • Business and IT Principles published • As-is architecture artifacts documented • SOA adoption in line with agreed roadmap of introducing business services in a phased manner Programme • Planning integrated with other enterprise wide processes Management • Delivery in line with business goals Confidential 19