Lucas Jellema (AMIS – The Netherlands)

IlOUG – Tech Days, Jerusalem, 10 & 11 July 2013

A Case of Fusion Middleware

Overview

• Introducing NOPERU

• Business Objectives

• IT goals

• Architecture

• Technology selection

• IT organization 2.0

• Project roadmap

• Learning experience and conclusions

3

Emissions and Resource Usage

Introducing NOPERU

• National Organization for Permits for Emission and Resource

Usage

• Commercial enterprise, government agency or a private person

requires permit for non-trivial activities (‘fair use’)

• Permit application processing takes from three weeks up to two

years, including appeals

• The process can end with:

– A permit, free of charge

– A permit provided some for of fee or tax is paid

– Rejection

• During the process, NOPERU may require an applicant to

provide additional information

Introducing NOPERU

• NOPERU has five regional branches with three departments each: commercial, governmental, citizens

• Interactions with NOPERU are on paper or through fax and telephone; responses are only given during office hours

commercial

citizen

government

commercial

citizen

government

commercial

citizen

government

commercial

citizen

government

commercial

citizen

government

Introducing NOPERU

• NOPERU has decentralized computer facilities: local application &

database instances with on-site staff

• NOPERU’s applications were developed in the early 90s and have

undergone several upgrades

– Some are Oracle Forms, all run on Oracle Database (11g)

• Each sector has a very similar system for the permit application process

– they all stem from the same base application

– then after cloning were independently developed

• The applications are unattractive and have a steep learning curve

– They provide a window on data – not a wizard style, task driven UI

7

Business ObjectivesGo Forward 2010-2018

• Faster processing of permit requests• 24/7 availability (the shop is always open for customers)• Multi-channel (web portal, mobile, …)• Ban on paper – everything digital • Self-service (type in yourself, verify yourself, lookup yourself, …)• Flexible change process with short time to market• Cost reduction• Improve Data Quality• Shorter learning curve for new employees• Automate as much of the permit application process as possible

8

The Road Ahead

Paperless

24/7

Self-service

Multi Channel

Agile

Process Driven

Data Quality

Cost Reduction

9

IT Objectives

• Work under ‘enterprise architecture’: structured, planned, controlled• Consolidation

– Data– Applications– Infrastructure

• Leverage industry standards and open technology components– Use standard applications (COTS) whenever possible (buy before build)– Never build generic, non-business specific components

• Work with a small number of strategic vendors (that take responsibility)• Setup Master Data and Information Lifecycle Management

– Data integrity– Archival procedures

10

Architecture

• Enterprise Architecture and High-level Information Architecture design• Mid-term architecture roadmap• Reference Architecture

– Patterns, decisions, guidelines,

• Domains: – Documents, – Finance, – Permits & Applications, – CRM, – Expertise (Legal, Scientific,…)

CRM Finance

Expertise Documents

Permits & Applications

11

Layered Architecture

Data

Business

Interface

12

Focused Layered Architecture

Data

Business

Interface• Modern• Volatile• Customized• Variety• Visible

• Reuse• Consolidation• Slowly

evolving• Long lasting

13

Decentralized Silos to central, consolidated Layers

14

Decentralized Silos to central, consolidated Layers (2)

15

Data

Business

Service Oriented Architecture

Interface

CRM Expertise Docs Finance P&A

16

Data

Business

Service Oriented Architecture

Interface

CRM Expertise Docs Finance P&A

elementary service

elementary service

elementary service

elementary service

elementary service

17

Data

Business

Service Oriented Architecture

Interface

CRM Expertise Docs Finance P&A

elementary service

elementary service

elementary service

elementary service

elementary service

18

Data

Business

Service Oriented Architecture

Interface

CRM Expertise Docs Finance P&A

business process

presentation service

presentation service

composite service

composite service

elementary service

elementary service

elementary service

elementary service

elementary service

Utility service

19

Data

Business

Service Oriented Architecture

Interface

CRM Expertise Docs Finance P&A

business process

presentation service

presentation service

composite service

composite service

elementary service

elementary service

elementary service

elementary service

elementary service

Utility service

Decision Svc

20

Business

Data

Central Event Facility

Events for decoupled interaction

Interface

CRM Expertise Docs Finance P&A

business process

presentation service

presentation service

composite service

composite service

elementary service

elementary service

elementary service

elementary service

elementary service

Utility service

Decision Svc

Content Repository

EmailEmail

Service Bus

DWHDWH LDAPLDAP

Bulk Data Integration

BPM & Workflow

Internal UI ApplicationsInternal UI

Applications

PortalPortalWeb

ApplicationsWeb

Applications

BAMBAM

External Web

Services

Data

Integration

Process orchestration

Iden

tity

Man

agem

ent &

Sec

urity

Citizens, Companies, Government, Agencies

Internal StaffB2B

MobileMobile

User InterfaceApplication Interface

Web Sites & Content

Web Sites & Content

Business RuleService

Orchestration

Technology Adapters

Content & Document

management

Adm

inis

trat

ion,

moi

nto

ring

, co

nfig

ura

tion

CRMCRMKnowledgeKnowledge P&AP&A Finance

Required components

Event Handler

22

Vendor & Technology SelectionVendor Requirements

• Vendor and Technology/Product are a package deal: you select one and the other

• Small number of strategic, committed vendors– Ideally taking responsibility for results

• Proven technology with verifiable references• Products that are strategic to the vendor• Vendors with enough substance• Products that are open and support industry standards

– And run on common platform

• Products with substantial community support– Partners, specialists, books and educational resources, active forums, social media

activity, user groups and conferences

23

Vendor & Technology SelectionProcess

• Phase 1– RFI– Market Analysis– Peer investigation

• Screening => Short List• Phase 2

– Proposal and plan – what, how, (creative) conditions– Presentation of Customer References and Product strategy & roadmap– (Reference Visit)

• Selection• Negotations => Deal or No Deal

24

Mapping to vendor portfolio

Content Repository

EmailEmail

Service Bus:Oracle Service

Bus

DWHDWH LDAPLDAP

BPM & Workflow:SOA Suite & BPM Suite

Internal UI Applications:ADF & Forms

Internal UI Applications:ADF & Forms

PortalPortalWeb

ApplicationsWeb

Applications

BAM:Oracle BAM

BAM:Oracle BAM

External Web

Services

Data

Integration

Process orchestration

Iden

tity

Man

age

men

t &

Sec

urity

MobileMobile

User InterfaceApplication Interface

Web Sites & Content

Web Sites & Content

Business Rule:SOA Suite

Service Orchestration:SOA Suite (BPEL)

Technology Adapters:SOA Suite

Content & Document management:

WebCenter Content

Adm

inis

trat

ion,

moi

nto

ring

, co

nfig

ura

tion

CRMCRMKnowledgeKnowledge P&AP&A Finance

Bulk Data Integration:

ODI Event Handler:SOA Suite EDN

25

Open ends

• Portal and Mobile technology selection are kept separate– The decoupled architecture allows for this distinction

• Identity Management & Security is also deferred– The OPSS (Oracle Platform Security Services in WebLogic Server) make this a

viable option too

26

IT-Organization 2.0

• Agile Software Development– Frequent delivery– Continuous feedback to and prioritizing by business owner– One team with designers, developers, testers

27

Scrum board

28

Team organization: Focused on technology – specialize on skill

Data

Business

Interface

CRM Expertise Docs Finance P&A

business process

presentation service

presentation service

composite service

composite service

elementary service

elementary service

elementary service

elementary service

elementary service

Utility service

business process

business process

29Team organization: per domain/feature slide and one team cross domain

Data

Business

Interface

CRM Expertise Docs Finance P&A

business process

presentation service presentation

service

composite service

composite service

elementary service

elementary service

elementary service

elementary service

elementary service

Utility service

presentation service

business process

presentation service

business process

30

IT-Organization 2.0

• Training & Coaching program– Bring in experienced consultants to do and show how to do (enabling is key) – And to apply best practices and to avoid pitfalls– Set up Competence Centers (virtual expertise guilds)

• The Platform is crucial– Database and Middleware (Application Server, Enterprise Service Bus, Process

Engine, …)

• Quick time to market requires break down of walls between Development, Administration and Maintenance

• => DevOps

The “Platform”

Hardware

VM

O/S

Application Server

Database

Application

Application

Application

WebLogic & platform-components

WebLogic Server

SOA Suite & BPM FormServerWC Portlets

OBI EEOSB

SOA Composite

WS*, Java/JEE & ADF apps

Forms App

UCM

OSB Service

AdaptersJEE services++

Cache, Messaging, Timers, Work Managers, …

BPM Process

Activities and areas

Prepare Execute (run-time)

design build test monitor modify• urgent• planned

Application(functional)

Platform(non functional)

Infrastructure

• operational• analysis

Hardware

VM

O/S

Application Server

Database

Application

Activities and areasPrepare Execute (run-time)

design build test monitor modify• urgent• planned

Application(functional)

Platform(non functional)

Infrastructure

BPM & SOA Suite/Service Bus, BAM WebCenter Content (UCM) WebLogic Java EE Applicatie Server Database

Operating System (Virtual Machines) Network, Storage, Hardware

req

SLA

UI: ADF, HTML/JS, Java, BAM Process: BPM(N) Services: OSB & SOA Suite; BI Publisher Database: SQL & PL/SQL

QA, Gover-nance, ALM

• operational• analysis

Oracle Enterprise Manager- RUEI

- FMW Console- - WLS Console

- Grid Control

FMW Composers(dt @ rt)

- Page Composer- Process Composer

- SOA Composer- OSB Console

- WC Content Editor- Applicatie

voorzieningen

DevOps – to bring together

Prepare Execute (run-time)

design build test monitor modify• urgent• planned

Application(functional)

Platform(non functional)

Infrastructure

• BPM & SOA Suite/Service Bus, BAM• WebCenter Content (UCM)• WebLogic Java EE Applicatie Server• Database

• Operating System •(Virtual Machines)• Network, Storage, Hardware

req

SLA

• UI: ADF, HTML/JS, Java, BAM• Process: BPM(N)• Services: OSB & SOA Suite; BI Publisher • Database: SQL & PL/SQL

QA, Gover-nance, ALM

• operational• analysis

Oracle Enterprise Manager- RUEI

- FMW Console- - WLS Console

- Grid Control

FMW Composers(dt @ rt)

- Page Composer- Process Composer

- SOA Composer- OSB Console

- WC Content Editor- Applicatie

voorzieningen

DevOps

36

Automate software engineering

• Code quality control• Testing:

– Web Services: SoapUI (functional) , LoadUI (load & stress) – Java and ADF Business Components: jUnit (function & load) – Web applications: JMeter (functional and primarily load); Selenium (functional) ;

Oracle Application Testing Suite (under evaluation for both functional and load testing)

– Database: SoapUI, QCTO, DB Unit, SQL Developer

• Build: Ant, Maven• Deploy: Hudson• Incident Management and Scrum backlog management: Jira• Source Control: Subversion (Git?)• Collaboration & Knowledge Sharing: MediaWiki, Sharepoint, MS Lync (IM)

37

Project Roadmap

• B2B Corporate Sector – automated exchange; central db and replication with regional instances

• Digital Documents (central content server, internal application used from regional offices)

• UI for internal staff – sector Citizens – ADF, CRUD style (central DB)• Forms 11g upgrade (from Forms 4.5 Client Server); regional instances• Portal for Corporate clients• Mobile app for internal managers (developed by outsourcing party)

Future:• Standard Application for CRM• BPM for process approach (operational insight through dashboard,

process improvement, integrated document flow)

Learning experience & conclusions

• Consolidation has made a huge difference– Far less administrative effort, much faster upgrades/rollouts, easier

‘cross the board’ reporting

– Central infrastructure becomes a crucial element whose failure impacts thousands of users => special attention is required

• The transition is scary and overwhelming

– Guidance, reassurance, explanations, and almost spiritual support are absolutely necessary to motivate and enable staff in almost every role

• Communication is essential for the success of the kind of rapid evolution NOPERU is going through

• Database is [still] hugely important (for performance, integrity, development) – that is sometimes overlooked

Learning experience & conclusions

• Scrum has made a huge difference– Flexibility, team commitment, real time insight, business link

• SOA requires up-front investments– Reuse can only happen when there are reusable assets

– Bookkeeping & Project Accounting enters a new realm as well

• Governance of reusable assets should quickly be established across the teams

• Layered Architecture and Encapsulation ensures that teams can work in parallel, legacy can be wrapped and reused and local optimizations can continually be applied– Chunks of Work can be outsourced fairly easily

40

Data

Business

The glue between teams and components: common data model

Interface

CRM Expertise Docs Finance P&A

business process

presentation service

presentation service

Common Languagefor Interfaces, Messages and Events

composite service

composite service

elementary service

elementary service

elementary service

elementary service

elementary service

Utility service

Summary

• Many organization share similar objectives, predicaments and solutions

• Common requirements: – Multi-channel, flexible, 24/7, cost efficiency, lower risk, paperless– Consolidation, standardization, under architecture, decoupling

• Layered, decoupled architecture – upside down piramid• Common Technology: (for example from Oracle)

– Enterprise Service Bus, BPMN process engine, Digital Content Management, Enterprise Database

– Tools to quickly create modern UIs for various channels• Organizational changes:

– Agile software development approach – close cooperation between business and IT => “embrace change”

• Roadmap: frequent, small steps with business value