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This Presentation Courtesy of the
                          International SOA Symposium
                          October 7-8, 2008 Amsterdam Arena
                          www.soasymposium.com
                          info@soasymposium.com


                                        Founding Sponsors




Platinum Sponsors




Gold Sponsors       Silver Sponsors




                     SOA REPORT CARD
                               SOA SYMPOSIUM
                               7 OCTOBER 2008


       Anne Thomas Manes
       VP & Research Director
       Burton Group
       amanes@burtongroup.com


                                                                                                                 2
                                                        All Contents © 2008 Burton Group. All rights reserved.
SOA Promises

                           Align ICT and
    Increase agility
                             business



 Reduce costs
                                       Gain
                                    competitive
                                     advantage




                                                                            3
                            All Contents © 2008 Burton Group. All rights reserved.




SOA Realities
       I thought SOA
                        No one wants to
      would solve our
                         build services
     interop problems


 Our services
 aren’t being                      Systems are
   reused                          more fragile


 Costs are
  higher
                            All Contents © 2008 Burton Group. All rights reserved.
Our Research Process




                                                          5
                                         All Contents © 2008 Burton Group. All rights reserved.




SOA Report Card
Thesis
  • Deep investigation into the status of SOA initiatives
      • Goal: Identify patterns and commonalities
      • Found: A very sorry situation
  • Most SOA initiatives stall within 18 months:
      • “If we build it they will come” methodology 
        doesn’t work
      • The business won’t engage
      • Strong resistance to change
  • Success stories are inspiring
      • Deliver significant value to the business

                                                                                         6
                                         All Contents © 2008 Burton Group. All rights reserved.
SOA Report Card
Agenda
  • Report Card score
  • Report Card findings
  • Success killers
  • Success factors




                                                                           7
                           All Contents © 2008 Burton Group. All rights reserved.




                                                                                    8




SOA Report Card

REPORT CARD SCORE


                           All Contents © 2008 Burton Group. All rights reserved.
SOA Report Card Score
Needs improvement
  • 50% Failure Rate
      • 4 success stories
      • 3 moving in the right direction
      • 6 stalled
                                               D
      • 1 not yet stalled, but imminent 
  • Most companies have deployed >1 successful projects 
  • Successful projects do not indicate a successful initiative
  • Initiatives frequently progress more slowly than anticipated
  • Biggest challenge is adoption




                                                                                               9
                                               All Contents © 2008 Burton Group. All rights reserved.




SOA Report Card

REPORT CARD FINDINGS


                                                                                                        10
                                               All Contents © 2008 Burton Group. All rights reserved.
All Contents © 2008 Burton Group. All rights reserved.




SOA Report Card Findings                                               Technolog
                                                                           y
Technology
  • Infrastructure
      • Many organizations start by deploying an “ESB”
        (Infrastructure)
      • Purpose: monitoring, SLA mgmt, security, runtime 
        governance
      • Specific tools for service enablement (e.g., ESB) 
        considered out‐of‐scope for the core infrastructure
  • Middleware
      • Typically SOAP (governed)
      • Sometimes MQ and/or POX (not governed)
      • REST still clearly viewed in the “innovators” stage


                                                                                          12
                                            All Contents © 2008 Burton Group. All rights reserved.
SOA Report Card Findings                                                             People
People
   • Leadership
       • SOA initiatives are typically led by EA or special x‐dept team
       • Projects are typically led by an app dev group (funded by BU)
       • SOA initiatives led by app dev are often challenged
   • Sponsorship
       • Requires CxO‐level sponsorship or higher (e.g., Board of 
         Directors)
   • Adoption
       • Adoption challenges in both IT and business
   • Collaboration, engagement, and participation
       • Makes or breaks the initiative
       • IT/business disconnect must be overcome


                                                                                                      13
                                                        All Contents © 2008 Burton Group. All rights reserved.




SOA Report Card Findings                                                            Process
Process
   • Plans and goals
        • DANGER ZONE: Roadmaps often lacking specificity
        • Successful initiatives begin with positive attitude
            – “We can help the business” – focus on fixing what hurts
   • Investment and value
       • SOA doesn’t have to be expensive (although most initiatives are)
       • DANGER ZONE: Big challenges measuring ROI
   • Governance
       • Governance program requires cultural support
       • DANGER ZONE: Breakdowns:
            – Many organizations still debating meaning and scope of 
              governance
            – Challenges getting projects to use runtime governance systems
            – Many push robust security protections until “later” (external 
              services)
                                                                                                      14
                                                        All Contents © 2008 Burton Group. All rights reserved.
SOA Report Card Findings                                                        Process
Process
   • Education
      • Many sources: PoCs and pilots, research and advisory, 
        conferences, books and articles, blogosphere, new hires 
        and consultants
   • Service modeling
      • DANGER ZONE: Well‐defined service models are rare
            – Few common business vocabularies and data models
            – Inadequate descriptions
            – Limited set of best practices defined
      • Requirements management is a major source of concern
   • Business process modeling
      • Many organizations correlate SOA with Business Process, 
        although exact relationship is still TBD

                                                                                                  15
                                                    All Contents © 2008 Burton Group. All rights reserved.




SOA Report Card Findings                                                         Results 
Results = portfolio
   • Most organizations have deployed successful projects
        • DANGER ZONE: missing service ownership models
   • Many organizations have big plans for 2008
        • e.g., Plan to roll out >25 additional service, deploy external 
          services
        • DANGER ZONE: Business often has not yet signed on to the plan
   • Common successful project entry points
        • Infrastructure services (typically without business input)
        • Data services (especially reference and mainframe data)
        • Integration (often used for only one project—leads to JABOWS)
   • SOA initiatives often focus on one of two areas:
        • Data
        • Business process


                                                                                                  16
                                                    All Contents © 2008 Burton Group. All rights reserved.
17




SOA Report Card

SUCCESS KILLERS


                  All Contents © 2008 Burton Group. All rights reserved.




                                                                           18




                  All Contents © 2008 Burton Group. All rights reserved.
19




                          Proposed Business guy
                          solution
Technology
guys




                                    All Contents © 2008 Burton Group. All rights reserved.




        Isolated projects decrease agility                                           20




                                    All Contents © 2008 Burton Group. All rights reserved.
Success Killers
Non-collaborative
culture impedes
adoption

Lack of incentive

Missing
complementary
initiatives

                        All Contents © 2008 Burton Group. All rights reserved.




 Success Killers                                                                 22




 Missing the big
 picture

 Lack of attention to
 adoption drivers
 (business)


                        All Contents © 2008 Burton Group. All rights reserved.
Success Killers                                                                                        23




                                      Lack of IT maturity

                                      Lack of
                                      understanding of
                                      SOA principles and
                                      terms

                                              All Contents © 2008 Burton Group. All rights reserved.




Success Killers
Dysfunction
  • Disabling behaviors:
     •   Poor planning/communication
     •   Blame and lack of trust
     •   No appreciation for risk
     •   Technology focus
     •   No cultural support for governance
  • Multiple problem areas:
     •   Funding‐based disincentives
     •   People‐relationship disincentives
     •   Project‐centric mindset
     •   “I’m special”
     •   “If we build it, they will come”
     •   Ivory tower syndrome
                                                                                            24
                                              All Contents © 2008 Burton Group. All rights reserved.
25




    Missing ownership and responsibility




                              All Contents © 2008 Burton Group. All rights reserved.




SOA Report Card

SUCCESS FACTORS


                              All Contents © 2008 Burton Group. All rights reserved.
Success Factors
Success stories are inspiring
  • Real benefits
      • Increased flexibility and agility
      • Reduced costs
      • Improved time to market/value
                                                    A
  • Rapid results
      • Benefits appear within 12 months
  • Initiatives focus on business value 
      • Addressing pressing business issues
  • Initiatives invariably part of larger transformation 
    effort
      • Reorganization
      • Significant investment in social capital
      • Adoption of agile/iterative methodologies
                                                                                                  27
                                                    All Contents © 2008 Burton Group. All rights reserved.




Success Factors
Critical success factors
   • Trust relationship between IT and business
   • Strong leadership
   • Getting people on the same page (coordinated 
      effort)
   • Frequent and regular deliverables
   • Tying activities/deliverables to business goals and 
      value




                                                                                                  28
                                                    All Contents © 2008 Burton Group. All rights reserved.
Success Factors
Build a strong team
  • Develop a sphere of influence
  • High‐powered influencer is required to drive 
     adoption
  • SOA champion must understand business challenges 
     and goals to articulate a business case that will 
     appeal
  • Trust is key to adoption
  • Personal relationships and deep project interaction 
     build trust


                                                                                     29
                                       All Contents © 2008 Burton Group. All rights reserved.




Success Factors
Think big, and in context
    tech to biz stack 2.jpg




                                                                                     30
                                       All Contents © 2008 Burton Group. All rights reserved.
Success Factors
Think big, and in context

                            Business Strategies




                                                                                             Business
                         Prescribe         Supports
                            Operational Model

                                         Formalizes
Influences
                          Enterprise Architecture




                                                                                             Technology
                         Guides            Realizes
                             IT Infrastructure

                                                                                               31
                                                 All Contents © 2008 Burton Group. All rights reserved.




Success Factors
Take small steps
   •   Choose entry points wisely
   •   Try to piggyback SOA projects on key business initiatives
   •   Deliver value frequently
   •   Partner with a business unit 




                                                                                               32
                                                 All Contents © 2008 Burton Group. All rights reserved.
Success Factors
Develop an appealing business case
  • Cost cutting is important, but not exciting
  • SOA demands that BUs relinquish self‐determination
  • You must answer: “What’s in it for me?”
  • More appealing arguments:
     • Faster time‐to‐market
     • Improved business efficiency or effectiveness
     • Better quality data




                                                                                        33
                                          All Contents © 2008 Burton Group. All rights reserved.




Success Factors
Funding models that work
  • Services managed by traditional service provider 
    groups
  • Centralized discretionary funding model that 
    enables IT to fund infrastructure, internal 
    improvement, etc.
  • Transfer responsibility for services to a shared 
    services management group
  • Fair distribution of responsibility for shared services



                                                                                        34
                                          All Contents © 2008 Burton Group. All rights reserved.
SOA Report Card 
Conclusion
  • SOA initiative can be successful
     •   Increased agility / faster time‐to‐value
     •   Reduced costs
     •   Improved efficiency and/or effectiveness
     •   Simplification of architecture
     •   Easier access to better quality data
  • Cultural shift is a prerequisite for success
     • IT and business must collaborate, develop trust
     • Goal must be to work together to improve the 
       business


                                                                                                  35
                                                    All Contents © 2008 Burton Group. All rights reserved.




            Related Burton Group Research                                                            36




     • Building the Business Case for SOA Investment
     • Addressing SOA Fatigue
     • Service-Oriented Architecture: Developing the Enterprise
       Roadmap
     • Enterprise Architects: Sowing the Seeds of SOA Success
     • VantagePoint 2008–2009: Think Big; Take Small Steps
     • Identifying and Enabling Business Capabilities
     • Enterprise Architecture is More than Engineering
     • Establishing and Maintaining Enterprise Architecture
       Momentum
     • The Anatomy of Effective Enterprise Architecture



                                                    All Contents © 2008 Burton Group. All rights reserved.

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Anne Thomas Manes S O A Report Card

  • 1. This Presentation Courtesy of the International SOA Symposium October 7-8, 2008 Amsterdam Arena www.soasymposium.com info@soasymposium.com Founding Sponsors Platinum Sponsors Gold Sponsors Silver Sponsors SOA REPORT CARD SOA SYMPOSIUM 7 OCTOBER 2008 Anne Thomas Manes VP & Research Director Burton Group amanes@burtongroup.com 2 All Contents © 2008 Burton Group. All rights reserved.
  • 2. SOA Promises Align ICT and Increase agility business Reduce costs Gain competitive advantage 3 All Contents © 2008 Burton Group. All rights reserved. SOA Realities I thought SOA No one wants to would solve our build services interop problems Our services aren’t being Systems are reused more fragile Costs are higher All Contents © 2008 Burton Group. All rights reserved.
  • 3. Our Research Process 5 All Contents © 2008 Burton Group. All rights reserved. SOA Report Card Thesis • Deep investigation into the status of SOA initiatives • Goal: Identify patterns and commonalities • Found: A very sorry situation • Most SOA initiatives stall within 18 months: • “If we build it they will come” methodology  doesn’t work • The business won’t engage • Strong resistance to change • Success stories are inspiring • Deliver significant value to the business 6 All Contents © 2008 Burton Group. All rights reserved.
  • 4. SOA Report Card Agenda • Report Card score • Report Card findings • Success killers • Success factors 7 All Contents © 2008 Burton Group. All rights reserved. 8 SOA Report Card REPORT CARD SCORE All Contents © 2008 Burton Group. All rights reserved.
  • 5. SOA Report Card Score Needs improvement • 50% Failure Rate • 4 success stories • 3 moving in the right direction • 6 stalled D • 1 not yet stalled, but imminent  • Most companies have deployed >1 successful projects  • Successful projects do not indicate a successful initiative • Initiatives frequently progress more slowly than anticipated • Biggest challenge is adoption 9 All Contents © 2008 Burton Group. All rights reserved. SOA Report Card REPORT CARD FINDINGS 10 All Contents © 2008 Burton Group. All rights reserved.
  • 6. All Contents © 2008 Burton Group. All rights reserved. SOA Report Card Findings Technolog y Technology • Infrastructure • Many organizations start by deploying an “ESB” (Infrastructure) • Purpose: monitoring, SLA mgmt, security, runtime  governance • Specific tools for service enablement (e.g., ESB)  considered out‐of‐scope for the core infrastructure • Middleware • Typically SOAP (governed) • Sometimes MQ and/or POX (not governed) • REST still clearly viewed in the “innovators” stage 12 All Contents © 2008 Burton Group. All rights reserved.
  • 7. SOA Report Card Findings People People • Leadership • SOA initiatives are typically led by EA or special x‐dept team • Projects are typically led by an app dev group (funded by BU) • SOA initiatives led by app dev are often challenged • Sponsorship • Requires CxO‐level sponsorship or higher (e.g., Board of  Directors) • Adoption • Adoption challenges in both IT and business • Collaboration, engagement, and participation • Makes or breaks the initiative • IT/business disconnect must be overcome 13 All Contents © 2008 Burton Group. All rights reserved. SOA Report Card Findings Process Process • Plans and goals • DANGER ZONE: Roadmaps often lacking specificity • Successful initiatives begin with positive attitude – “We can help the business” – focus on fixing what hurts • Investment and value • SOA doesn’t have to be expensive (although most initiatives are) • DANGER ZONE: Big challenges measuring ROI • Governance • Governance program requires cultural support • DANGER ZONE: Breakdowns: – Many organizations still debating meaning and scope of  governance – Challenges getting projects to use runtime governance systems – Many push robust security protections until “later” (external  services) 14 All Contents © 2008 Burton Group. All rights reserved.
  • 8. SOA Report Card Findings Process Process • Education • Many sources: PoCs and pilots, research and advisory,  conferences, books and articles, blogosphere, new hires  and consultants • Service modeling • DANGER ZONE: Well‐defined service models are rare – Few common business vocabularies and data models – Inadequate descriptions – Limited set of best practices defined • Requirements management is a major source of concern • Business process modeling • Many organizations correlate SOA with Business Process,  although exact relationship is still TBD 15 All Contents © 2008 Burton Group. All rights reserved. SOA Report Card Findings Results  Results = portfolio • Most organizations have deployed successful projects • DANGER ZONE: missing service ownership models • Many organizations have big plans for 2008 • e.g., Plan to roll out >25 additional service, deploy external  services • DANGER ZONE: Business often has not yet signed on to the plan • Common successful project entry points • Infrastructure services (typically without business input) • Data services (especially reference and mainframe data) • Integration (often used for only one project—leads to JABOWS) • SOA initiatives often focus on one of two areas: • Data • Business process 16 All Contents © 2008 Burton Group. All rights reserved.
  • 9. 17 SOA Report Card SUCCESS KILLERS All Contents © 2008 Burton Group. All rights reserved. 18 All Contents © 2008 Burton Group. All rights reserved.
  • 10. 19 Proposed Business guy solution Technology guys All Contents © 2008 Burton Group. All rights reserved. Isolated projects decrease agility 20 All Contents © 2008 Burton Group. All rights reserved.
  • 11. Success Killers Non-collaborative culture impedes adoption Lack of incentive Missing complementary initiatives All Contents © 2008 Burton Group. All rights reserved. Success Killers 22 Missing the big picture Lack of attention to adoption drivers (business) All Contents © 2008 Burton Group. All rights reserved.
  • 12. Success Killers 23 Lack of IT maturity Lack of understanding of SOA principles and terms All Contents © 2008 Burton Group. All rights reserved. Success Killers Dysfunction • Disabling behaviors: • Poor planning/communication • Blame and lack of trust • No appreciation for risk • Technology focus • No cultural support for governance • Multiple problem areas: • Funding‐based disincentives • People‐relationship disincentives • Project‐centric mindset • “I’m special” • “If we build it, they will come” • Ivory tower syndrome 24 All Contents © 2008 Burton Group. All rights reserved.
  • 13. 25 Missing ownership and responsibility All Contents © 2008 Burton Group. All rights reserved. SOA Report Card SUCCESS FACTORS All Contents © 2008 Burton Group. All rights reserved.
  • 14. Success Factors Success stories are inspiring • Real benefits • Increased flexibility and agility • Reduced costs • Improved time to market/value A • Rapid results • Benefits appear within 12 months • Initiatives focus on business value  • Addressing pressing business issues • Initiatives invariably part of larger transformation  effort • Reorganization • Significant investment in social capital • Adoption of agile/iterative methodologies 27 All Contents © 2008 Burton Group. All rights reserved. Success Factors Critical success factors • Trust relationship between IT and business • Strong leadership • Getting people on the same page (coordinated  effort) • Frequent and regular deliverables • Tying activities/deliverables to business goals and  value 28 All Contents © 2008 Burton Group. All rights reserved.
  • 15. Success Factors Build a strong team • Develop a sphere of influence • High‐powered influencer is required to drive  adoption • SOA champion must understand business challenges  and goals to articulate a business case that will  appeal • Trust is key to adoption • Personal relationships and deep project interaction  build trust 29 All Contents © 2008 Burton Group. All rights reserved. Success Factors Think big, and in context tech to biz stack 2.jpg 30 All Contents © 2008 Burton Group. All rights reserved.
  • 16. Success Factors Think big, and in context Business Strategies Business Prescribe Supports Operational Model Formalizes Influences Enterprise Architecture Technology Guides Realizes IT Infrastructure 31 All Contents © 2008 Burton Group. All rights reserved. Success Factors Take small steps • Choose entry points wisely • Try to piggyback SOA projects on key business initiatives • Deliver value frequently • Partner with a business unit  32 All Contents © 2008 Burton Group. All rights reserved.
  • 17. Success Factors Develop an appealing business case • Cost cutting is important, but not exciting • SOA demands that BUs relinquish self‐determination • You must answer: “What’s in it for me?” • More appealing arguments: • Faster time‐to‐market • Improved business efficiency or effectiveness • Better quality data 33 All Contents © 2008 Burton Group. All rights reserved. Success Factors Funding models that work • Services managed by traditional service provider  groups • Centralized discretionary funding model that  enables IT to fund infrastructure, internal  improvement, etc. • Transfer responsibility for services to a shared  services management group • Fair distribution of responsibility for shared services 34 All Contents © 2008 Burton Group. All rights reserved.
  • 18. SOA Report Card  Conclusion • SOA initiative can be successful • Increased agility / faster time‐to‐value • Reduced costs • Improved efficiency and/or effectiveness • Simplification of architecture • Easier access to better quality data • Cultural shift is a prerequisite for success • IT and business must collaborate, develop trust • Goal must be to work together to improve the  business 35 All Contents © 2008 Burton Group. All rights reserved. Related Burton Group Research 36 • Building the Business Case for SOA Investment • Addressing SOA Fatigue • Service-Oriented Architecture: Developing the Enterprise Roadmap • Enterprise Architects: Sowing the Seeds of SOA Success • VantagePoint 2008–2009: Think Big; Take Small Steps • Identifying and Enabling Business Capabilities • Enterprise Architecture is More than Engineering • Establishing and Maintaining Enterprise Architecture Momentum • The Anatomy of Effective Enterprise Architecture All Contents © 2008 Burton Group. All rights reserved.