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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
Organizational and Management
                     Issues Vital to SOA and BPM
                     Success


                     Paul C. Brown
                     Principal Software Architect




© 2008 TIBCO Software Inc. All Rights Reserved.
In the Beginning, Architecture was Simple…




    … and evolved slowly




2
     © 2008 TIBCO Software Inc. All Rights Reserved.
Communications Helped Communities to Emerge…




           … and grow




3
    © 2008 TIBCO Software Inc. All Rights Reserved.
Better Infrastructure Fostered Denser Communities…




    … and more of them




4
    © 2008 TIBCO Software Inc. All Rights Reserved.
So How Do You Organize and Manage All This?




      How do you ensure you get the business results you
      want?
                The desired business benefit
                Within cost constraints
                While preserving the flexibility to address tomorrow’s needs
                      p        g               y
                     • i.e. avoid the “big bang” and evolve gracefully


5
    © 2008 TIBCO Software Inc. All Rights Reserved.
Total Architecture




© 2008 TIBCO Software Inc. All Rights Reserved.
The Idealized Enterprise View Looks Simple

             A functional organization with well-defined
             responsibilities…




7
     © 2008 TIBCO Software Inc. All Rights Reserved.
But There Is a Lot of Dialog Between the Organizations


       How do you
       make sense
       of this?




8
     © 2008 TIBCO Software Inc. All Rights Reserved.
You Think in Terms of Business Processes




                                                                   This picture does
                                                                        p
                                                                   not tell you how
                                                                   the order-to-cash
                                                                   process actually
                                                                   works!




                                     Order-to-Cash Process Scope
9
    © 2008 TIBCO Software Inc. All Rights Reserved.
Business Process Models Provide That Understanding
                                                       Activities and their
                                                       structure
                                                       Participants
                                                              p
                                                          Swimlanes represent
                                                          roles
                                                          Activities in the lanes
                                                          represent responsibilities
                                                       Interactions between
                                                       participants
                                                          Artifacts
                                                            • Messages
                                                            • Physical objects
                                                          Relationships to activities
                                                                     p
                                                       Interactions with other
                                                       business processes
                                                          Where does the product
                                                          catalog come from?
10
     © 2008 TIBCO Software Inc. All Rights Reserved.
You Must Think About Information as Well
 




                                                                                   Understanding
                                                                                   utilization scope
                                                                                   tells you little
                                                                                   about the
                                                                                   information itself




                                                   Sales Order Information Usage
    11
         © 2008 TIBCO Software Inc. All Rights Reserved.
Logical Data Models Provide That Understanding


                               Address
                                                                                                                            But models
                                                                                                          Shipping Notice
                                                                                                0..1
                                                                                                                            don’t
             -billingAddress                 -shippingAddress                                                               characterize:
                                                                                                             Invoice
                                                                                                0..1
                                                                              1       1
                                                                                                       -invoiceAmount
                                                                                                                              Who owns the
 Customer 1          *        Sales Order
                                                1                 0..
                                                                  0..*   Shipment Order                                       data
                             -status
                                                                                                                                • Organization
                                                                                                   0..1     Shipment            • System
                               *
                                                                               *
                          Sales Order Line Item
                                                                     Shipment Order Line Item
                          -quantity
                                                       1   0..*
                                                           0 *                                                                Where the data
                                                                                                                              Wh     th d t
                                                                    -quantityShipped
                          -price                                                                                              physically lives
                                    *


                                 1
                                                                                                                              Where data is
                            Saleable Product                                                                                  replicated
                            -SKU                                                                                                • How
                                                                                                                                 consistency is
                                                                                                                                 maintained

12
     © 2008 TIBCO Software Inc. All Rights Reserved.
Each “Organization” is Actually a Stack


                                                            There may be
                                                            multiple
                                                                 p
                                                            components at
      
                                                            each layer:
                                                              Interfaces
                                                              I t f
                                                              Logic components
                                                              Data components
                                                              Infrastructure




13
          © 2008 TIBCO Software Inc. All Rights Reserved.
Traditional Means of Supporting Organizational Interaction




                                                            Conversation –
                                                            human level
                                                            EAI – logic level
                                                            ETL – data level




    14
          © 2008 TIBCO Software Inc. All Rights Reserved.
People May Interact with Multiple Systems


                                                        EAI and ETL can
                                                        be used within an
                                                        organization as
                                                        well




15
      © 2008 TIBCO Software Inc. All Rights Reserved.
Overall, Understanding Interactions is Complicated

                                                                       People                                                  People
                                                                      Interface   Interface                                    Interface
                                                         Interface      Logic                                     Interface      Logic      Interface
                                                           Logic        Data        Logic                           Logic        Data         Logic
                                                           Data         Infra       Data                            Data         Infra        Data
                                                           Infra                    Infra                           Infra                     Infra

                                     People                                                        People
                                    Interface      Interface                                      Interface   Interface
                     Interface        Logic                                           Interface     Logic
                       Logic          Data           Logic                              Logic       Data        Logic
                       Data           Infra          Data                               Data        Infra       Data
                       Infra                         Infra                              Infra                   Infra

                                                                      People                                                    People
                                                                      Interface   Interface                                     Interface
                                                         Interface      Logic                                      Interface      Logic      Interface
                                                           Logic        Data        Logic                            Logic        Data         Logic
                                                           Data         Infra       Data                             Data         Infra        Data
                                                           Infra                    Infra                            Infra                     Infra

                                     People                                                       People
                                    Interface      Interface                                      Interface   Interface
                     Interface        Logic
                                      L i                                             Interface     Logic
                                                                                                    L i
                       Logic          Data           Logic                              Logic       Data        Logic
                       Data           Infra          Data                               Data        Infra       Data
                       Infra                         Infra                              Infra                   Infra

                                                                       People                                                    People

                                                                      Interface                                                 Interface    Interface
                                                          Interface     Logic     Interface                        Interface      Logic
                                                            Logic       Data        Logic                            Logic        Data         Logic
                                                            Data        Infra       Data                             Data
                                                                                                                     D            Infra        Data
                                                                                                                                               D t
                                                            Infra                   Infra                            Infra                     Infra

                                      People
                                     Interface      Interface
                      Interface        Logic
                        Logic          Data           Logic
                        Data           Infra          Data
                        Infra                         Infra


           This is the problem that SOA and BPM are supposed to solve
16
      © 2008 TIBCO Software Inc. All Rights Reserved.
For Success, A Total Architecture Perspective is Required

        Business Processes
                  Sales order management
                  Inventory management
                  Accounting
        People
           p
                  Participants in the business
                  processes
        Information
                  What information is being
                  used
        Systems
                  Computers, networks,
                  applications, infrastructure
        Business Purpose

17
      © 2008 TIBCO Software Inc. All Rights Reserved.
Organizational
                     O     i ti   l
                     Issues




© 2008 TIBCO Software Inc. All Rights Reserved.
Business Processes and Services Cross Organizational
     Boundaries
                                                                           Lack of Overall Responsibility


                                                                                             Services and Integrations Span Silos


                                                                                                  Service
                                                                                                 Interface




          Shrinking
               Time
            Frames




                                               Data Center


                                                                                               Services,
                                                                                              Integration,
                                                                                                  and
                            Front-Office                Application      Application            Process            Application       External
                            Applications                   Silo             Silo              Management              Silo          Applications
                                                                                                  Silo


                                                                      Communications and Services Infrastructure


19
      © 2008 TIBCO Software Inc. All Rights Reserved.
Many Development Processes Have Become Degenerate

      They assume a single system is being worked on




        Requirements                                    Development   QA   Production




20
      © 2008 TIBCO Software Inc. All Rights Reserved.
Degenerate Processes Will Not Work for SOA and BPM

      Multiple organizations and systems are involved




        Requirements                                    Development   QA   Production




21
      © 2008 TIBCO Software Inc. All Rights Reserved.
A Richer Development Processes Is Required

                                                        Governance at work!




22
      © 2008 TIBCO Software Inc. All Rights Reserved.
Who Owns Projects That Span Silos?



                                                                Business Executive
                                                                     Sponsor


                              Who owns projects that span silos?
                                                                                           IT Executive
                                                                                             Sponsor




                         Business                  Business    Business                                    Business       Business
                         Manager                   Manager     Manager                                     Manager        Manager




                        IT System                 IT System   IT System                IT System          IT System      IT System
                          Owner                     Owner       Owner                    Owner              Owner          Owner
                                          Data Center


                                                                                       Services,,
                                                                                      Integration,
                                                                                          and
                      Front-Office              Application   Application                                 Application    External
                                                                                        Process
                      Applications                 Silo          Silo                                        Silo       Applications
                                                                                     Management
                                                                                          Silo


                                                                Communications Infrastructure



23
     © 2008 TIBCO Software Inc. All Rights Reserved.
Multi-Silo Projects Include Members from All Silos




                          3 key leadership
                          roles needed on
                          every project




24
      © 2008 TIBCO Software Inc. All Rights Reserved.
The Executive Sponsor Can’t Oversee All These Projects




25
      © 2008 TIBCO Software Inc. All Rights Reserved.
Enterprise Projects Group Should Manage These Projects

                                                        The group provides a reporting
                                                        structure for projects that span
                                                        organizational silos




26
      © 2008 TIBCO Software Inc. All Rights Reserved.
Who Provides the Cross-Project Service Perspective?
                                                        Who l k h d for future usages?
                                                        Wh looks ahead f f t         ?

                                                                           New Service




                 Today’s
                  Project




                                                                             Service
                                                                            Interface


                  Future
                  Project                                                   Call New
                                                                            Service




                                                                             Service
                                                                            Interface


                  Future
                  Project                                                   Call New
                                                                            Service




27
      © 2008 TIBCO Software Inc. All Rights Reserved.
The Enterprise Architecture Group Coordinates Projects

                                                                                    Establishes the vision
                                        Enterprise                                     Ensures projects collectively
                                       Architecture                                    converge on a single
                                                                                       coherent architecture
      Business Process                    Systems
        Architecture                     Architecture
                                                                Data Architecture
                                                                                    Maintains cross-silo
                                                                                    perspective at all levels
                                               Infrastructure                          Business
                                                Architecture
                                                                                       Application
                                                Application                            Infrastructure
                                                Architecture

                                                                                    Responsible for:
                                                 Services
                                                Architecture
                                                                                       Architecture
                                                                                       Standards
                                                                                       Best practices
                                                                                       Governance
                                                                                       G

28
       © 2008 TIBCO Software Inc. All Rights Reserved.
Total Architecture Management
                                                                    Total Architecture
                                                                      Management



                                                                                          Enterprise
                                                    Enterprise
                                                    E t    i
                                                                                         Architecture
                                                     Projects

                                                                                                 Business Process
                                                                                                   Architecture
                                                           Project Manager

                                                                                                    Systems
                                                                                                   Architecture
                                                                    Business Process
                                                                    Architect

                                                                    Systems Architect
                                                                                                                  Application
                                                                                                                  Architecture

                                                           Project Manager
                                                                                                                  Infrastructure
                                                                                                                   Architecture

                                                                    Business Process
                                                                    Architect
                                                                                                                   Services
                                                                                                                  Architecture
                                                                    Systems Architect



                                                           Project Manager                       Data Architecture




                                                                    Systems Architect

                                                                    Business Process
                                                                    Architect
29
      © 2008 TIBCO Software Inc. All Rights Reserved.
The Completed Organizational Picture


                                                                        Business Executive
                                                                             Sponsor




                                                                                              IT Executive
                                                                                                Sponsor


                Business                   Business          Business                                        Business     Business
                                                                               Total Architecture
                Manager                    Manager           Manager                                         Manager      Manager
                                                                                 Management




              IT System                   IT System         IT System                IT System           IT System       IT System
                Owner                       Owner             Owner                    Owner               Owner           Owner
                                  Data Center


                                                                                    Services,
                                                                                   Integration,
                                                                                       and
            Front-Office                Application        Application                                   Application     External
                                                                                     Process
            Applications                   Silo               Silo                                          Silo        Applications
                                                                                  Management
                                                                                       Silo


                                                        Communications and Services Infrastructure

30
      © 2008 TIBCO Software Inc. All Rights Reserved.
Key Questions

             Is there an architect on every silo-spanning
             project?
                      Responsible for end-to-end business process and systems
                      design

               How Are cross silo projects managed?
                       cross-silo
                        Who negotiates with silos?
                        Who resolves conflicts?

               Who validates the future applicability of services?
                        Functionality
                        Granularity
                        SLAs


31
     © 2008 TIBCO Software Inc. All Rights Reserved.
The Challenges of Silo-Spanning Projects Are Diverse

       Knowledge is scattered throughout the enterprise
       For success, business and IT must align
                Total architecture focus on producing business value

       New skill sets are required
                Total (business p
                      (         process and systems) architecture
                                             y     )
                Project management focused on business results

       Clear ownership and control is needed for
       cross silo
       cross-silo projects
       Executive sponsorship is needed to align priorities
                Resolve political conflicts

       A Proactive Enterprise Architecture group is required
                Guide multiple projects towards a cohesive whole

       Governance is essential

32
      © 2008 TIBCO Software Inc. All Rights Reserved.
For More Information…

          Succeeding with SOA
             • The business and organizational
                perspective
             • For:
                • CIO, COO, C
                • Managers
                • Enterprise and project architects


          Implementing SOA
             • Creating the total architecture
             • For
                • Enterprise and project architects
                • CTOs


33
                                                www.total-architecture.com
     © 2008 TIBCO Software Inc. All Rights Reserved.

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Organizational and Management Issues Vital to SOA and BPM Success

  • 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
  • 2. Organizational and Management Issues Vital to SOA and BPM Success Paul C. Brown Principal Software Architect © 2008 TIBCO Software Inc. All Rights Reserved.
  • 3. In the Beginning, Architecture was Simple… … and evolved slowly 2 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 4. Communications Helped Communities to Emerge… … and grow 3 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 5. Better Infrastructure Fostered Denser Communities… … and more of them 4 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 6. So How Do You Organize and Manage All This? How do you ensure you get the business results you want? The desired business benefit Within cost constraints While preserving the flexibility to address tomorrow’s needs p g y • i.e. avoid the “big bang” and evolve gracefully 5 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 7. Total Architecture © 2008 TIBCO Software Inc. All Rights Reserved.
  • 8. The Idealized Enterprise View Looks Simple A functional organization with well-defined responsibilities… 7 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 9. But There Is a Lot of Dialog Between the Organizations How do you make sense of this? 8 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 10. You Think in Terms of Business Processes This picture does p not tell you how the order-to-cash process actually works! Order-to-Cash Process Scope 9 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 11. Business Process Models Provide That Understanding Activities and their structure Participants p Swimlanes represent roles Activities in the lanes represent responsibilities Interactions between participants Artifacts • Messages • Physical objects Relationships to activities p Interactions with other business processes Where does the product catalog come from? 10 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 12. You Must Think About Information as Well   Understanding utilization scope tells you little about the information itself Sales Order Information Usage 11 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 13. Logical Data Models Provide That Understanding Address But models Shipping Notice 0..1 don’t -billingAddress -shippingAddress characterize: Invoice 0..1 1 1 -invoiceAmount Who owns the Customer 1 * Sales Order 1 0.. 0..* Shipment Order data -status • Organization 0..1 Shipment • System * * Sales Order Line Item Shipment Order Line Item -quantity 1 0..* 0 * Where the data Wh th d t -quantityShipped -price physically lives * 1 Where data is Saleable Product replicated -SKU • How consistency is maintained 12 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 14. Each “Organization” is Actually a Stack There may be multiple p components at   each layer: Interfaces I t f Logic components Data components Infrastructure 13 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 15. Traditional Means of Supporting Organizational Interaction   Conversation – human level EAI – logic level ETL – data level 14 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 16. People May Interact with Multiple Systems EAI and ETL can be used within an organization as well 15 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 17. Overall, Understanding Interactions is Complicated People People Interface Interface Interface Interface Logic Interface Logic Interface Logic Data Logic Logic Data Logic Data Infra Data Data Infra Data Infra Infra Infra Infra People People Interface Interface Interface Interface Interface Logic Interface Logic Logic Data Logic Logic Data Logic Data Infra Data Data Infra Data Infra Infra Infra Infra People People Interface Interface Interface Interface Logic Interface Logic Interface Logic Data Logic Logic Data Logic Data Infra Data Data Infra Data Infra Infra Infra Infra People People Interface Interface Interface Interface Interface Logic L i Interface Logic L i Logic Data Logic Logic Data Logic Data Infra Data Data Infra Data Infra Infra Infra Infra People People Interface Interface Interface Interface Logic Interface Interface Logic Logic Data Logic Logic Data Logic Data Infra Data Data D Infra Data D t Infra Infra Infra Infra People Interface Interface Interface Logic Logic Data Logic Data Infra Data Infra Infra This is the problem that SOA and BPM are supposed to solve 16 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 18. For Success, A Total Architecture Perspective is Required Business Processes Sales order management Inventory management Accounting People p Participants in the business processes Information What information is being used Systems Computers, networks, applications, infrastructure Business Purpose 17 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 19. Organizational O i ti l Issues © 2008 TIBCO Software Inc. All Rights Reserved.
  • 20. Business Processes and Services Cross Organizational Boundaries Lack of Overall Responsibility Services and Integrations Span Silos Service Interface Shrinking Time Frames Data Center Services, Integration, and Front-Office Application Application Process Application External Applications Silo Silo Management Silo Applications Silo Communications and Services Infrastructure 19 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 21. Many Development Processes Have Become Degenerate They assume a single system is being worked on Requirements Development QA Production 20 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 22. Degenerate Processes Will Not Work for SOA and BPM Multiple organizations and systems are involved Requirements Development QA Production 21 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 23. A Richer Development Processes Is Required Governance at work! 22 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 24. Who Owns Projects That Span Silos? Business Executive Sponsor Who owns projects that span silos? IT Executive Sponsor Business Business Business Business Business Manager Manager Manager Manager Manager IT System IT System IT System IT System IT System IT System Owner Owner Owner Owner Owner Owner Data Center Services,, Integration, and Front-Office Application Application Application External Process Applications Silo Silo Silo Applications Management Silo Communications Infrastructure 23 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 25. Multi-Silo Projects Include Members from All Silos 3 key leadership roles needed on every project 24 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 26. The Executive Sponsor Can’t Oversee All These Projects 25 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 27. Enterprise Projects Group Should Manage These Projects The group provides a reporting structure for projects that span organizational silos 26 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 28. Who Provides the Cross-Project Service Perspective? Who l k h d for future usages? Wh looks ahead f f t ? New Service Today’s Project Service Interface Future Project Call New Service Service Interface Future Project Call New Service 27 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 29. The Enterprise Architecture Group Coordinates Projects Establishes the vision Enterprise Ensures projects collectively Architecture converge on a single coherent architecture Business Process Systems Architecture Architecture Data Architecture Maintains cross-silo perspective at all levels Infrastructure Business Architecture Application Application Infrastructure Architecture Responsible for: Services Architecture Architecture Standards Best practices Governance G 28 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 30. Total Architecture Management Total Architecture Management Enterprise Enterprise E t i Architecture Projects Business Process Architecture Project Manager Systems Architecture Business Process Architect Systems Architect Application Architecture Project Manager Infrastructure Architecture Business Process Architect Services Architecture Systems Architect Project Manager Data Architecture Systems Architect Business Process Architect 29 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 31. The Completed Organizational Picture Business Executive Sponsor IT Executive Sponsor Business Business Business Business Business Total Architecture Manager Manager Manager Manager Manager Management IT System IT System IT System IT System IT System IT System Owner Owner Owner Owner Owner Owner Data Center Services, Integration, and Front-Office Application Application Application External Process Applications Silo Silo Silo Applications Management Silo Communications and Services Infrastructure 30 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 32. Key Questions Is there an architect on every silo-spanning project? Responsible for end-to-end business process and systems design How Are cross silo projects managed? cross-silo Who negotiates with silos? Who resolves conflicts? Who validates the future applicability of services? Functionality Granularity SLAs 31 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 33. The Challenges of Silo-Spanning Projects Are Diverse Knowledge is scattered throughout the enterprise For success, business and IT must align Total architecture focus on producing business value New skill sets are required Total (business p ( process and systems) architecture y ) Project management focused on business results Clear ownership and control is needed for cross silo cross-silo projects Executive sponsorship is needed to align priorities Resolve political conflicts A Proactive Enterprise Architecture group is required Guide multiple projects towards a cohesive whole Governance is essential 32 © 2008 TIBCO Software Inc. All Rights Reserved.
  • 34. For More Information… Succeeding with SOA • The business and organizational perspective • For: • CIO, COO, C • Managers • Enterprise and project architects Implementing SOA • Creating the total architecture • For • Enterprise and project architects • CTOs 33 www.total-architecture.com © 2008 TIBCO Software Inc. All Rights Reserved.