Enterprise Service Solutions

Research Portal: www.cbdiforum.comwww.everware-cbdi.com

Driving Government Transformation: Service Oriented Government

April 28, 20097th SOA for e-Gov Conference

Dave Mayo President, Everware-CBDI

© 2009 Everware-CBDI, Inc.2

Dave Mayo - Background

President, Everware-CBDI Enterprise Architecture Service Oriented Architecture Model-Driven Solution Delivery

2009 Federal 100 Award (Federal Computer Week) Vice-Chair, IAC EA-SIG and Chair, Services Committee

(Industry Advisory Council/Enterprise Architecture Shared Interest Group) Economics, EA & Information Engineering

Sr. Advisor to DHS EA Program Information Strategic Planning Business Case/ROI Analysis

White Papers Succeeding With Component Based Architectures (IAC, 2004) EA: It’s Not Just for IT Anymore (JEA, 2005) Services and Components Based Architectures (CIOC, 2006) Practical Guide for Federal Service Oriented Architecture (CIOC, 2008) Service Oriented Government: Performance Driven Results (Draft, IAC,

2009)

© 2009 Everware-CBDI, Inc.3

Everware-CBDI

Independent specialist SOA firm Merger of established

UK and US companies in 2006 25,000+ subscribing architects

worldwide Enabling structured, enterprise level

SOA Facilitating SOA standards Widely used best practices, reference

architecture, repeatable processes - Services Architecture & Engineering (CBDI SAE™)

SOA Solution Business including Education, Consulting, Knowledge products

© 2009 Everware-CBDI, Inc.4

Topics

Background Setting the Stage: SOA in the Federal Government

SOA Fundamentals SOA & EA SOA Critical Success Factors

Practical Guide to Federal SOA Future of SOA: Service Oriented Government Recommendations Expectations from New Administration

© 2009 Everware-CBDI, Inc.5

We have a few problems…

Inconsistencies in process, semantics, technology Redundancy in business processes, systems, data Lack of interoperability Stakeholders must engage with multiple

organizations to achieve a single objective Difficulties sharing information Organizational rigidities prevent quick responses IT not well aligned with business objectives and

difficult to change

© 2009 Everware-CBDI, Inc.6

Strategic Issues Facing Federal Agencies

Change is Ubiquitous & Discontinuous Increasing complexity – all aspects Often unforeseen (threats, environmental, legislative, budget) Impacts all facets of the business

Organizations are increasingly unable to adequately respond

Organizational barriers Process rigidities Silo’d applications & inflexible IT infrastructure

Need to improve operational effectiveness Integration across the enterprise & entire supply chain Reduce cycle times for virtually all processes Improve access to data needed for operational decisions

We’ve already hit the wall.

© 2009 Everware-CBDI, Inc.7

The Solution: The Agile Enterprise Business cycle-time must be faster than rate of change in

external factors IT must be able to keep up with business changes Agile organizations require adaptable architectures

1980’s and earlier

•Organization Focus

•Mainframe centric

•Monolithic•Internal use

1990’s

•Business Process Focus

•Client/Server•Monolithic•Business-to-business via EDI -file transfer

•Virtual organizations•Distributed Functions

•Service oriented•Web 2.0•Mashups•Near real-time

New Millennium3rd party service providers

ExtranetInternet

Customers

© 2009 Everware-CBDI, Inc.8

Business

Applications

Technology

The Key to Agility

Dem

and

FrustrationMinimize the

impact of changes at each level

on the other levels

Impacts

Impacts

Key Techniques: Separation of Concerns: SOAAbstraction: Model Driven Systems Engineering

© 2009 Everware-CBDI, Inc.9

EA is the Most Valuable Tool to Support Government Transformation

Architecture is necessary to manage complexity Models assist in understanding, prioritizing and

communicating FEA is the only tool available for cross-agency

analysis Many government value chains cross agency

boundaries (and government levels, too) Fundamental value of EA is aligning investments

with priorities

But it must be a service-oriented EA!

© 2009 Everware-CBDI, Inc.10

SOA Fundamentals

Service Oriented Architecture is a paradigm for organizing and utilizing distributed capabilities that may be under the control of different ownership domains.

Service: The means by which the needs of a consumer are brought together with the capabilities of a provider.

-- OASIS SOA Reference Model version 1.0

"Let's start at the beginning. This is a football. These are the yard markers. I'm the coach. You are the players."

Vince Lombardi

© 2009 Everware-CBDI, Inc.1111

SOA Basics

SOA is an architectural best practice for EA All organizations need agility; therefore all need

SOA SOA should be the predominant architectural

pattern in all agency EAs Services affect everything

Service oriented enterprise (SOE) Service oriented architecture (SOA) Service oriented infrastructure (SOI)

© 2009 Everware-CBDI, Inc.12

SOA Confusion

Is SOA dead? Services Anarchy Net-centricity

Focus is on finding, sharing & exploiting information to achieve superiority

Is Cloud Computing going to replace SOA? Cloud Computing = Software as a Service +

Infrastructure as a Service.

© 2009 Everware-CBDI, Inc.13

SOA Mismatch

Claims of organizational agility and better alignment between IT and the business

But often the definition of SOA is technology based

Web services (WS-*, JBOWS) Integration technology (eg, ESB)

Business benefits are derived from SOA as a flexible architecture of collaborating services

© 2009 Everware-CBDI, Inc.14

SOA Critical Success Factors Trust

Security Service Certification SLAs Testing & Monitoring (adaptive/collaborative/continuous)

Consistency Semantic - Data Service Reference Architecture (EA)

SOA Readiness & Maturity Org Change Management Management of the SOA Adoption Process

Federated Governance Enforceable Contracts Funding & Cost Recovery Service Oriented Acquisition

Technology Platform Infrastructure as a Service - Cloud Computing Discovery – Repositories/Registries

© 2009 Everware-CBDI, Inc.15

SOA Vision:Flexible, Federated Business Processes

Enabling a virtual federation of participants to collaborate in an

end-to-end business process

Service

Service

Service

Service

Service

Payment

Inventory

Manufacturing

Logistics

Ordering

Enabling aggregation from multiple providers, or

flexible choice of provider

Ticket Sales

Service

ServiceService Service

Availability

Enabling reuse of Services in

different scenarios

Service

Ticket Collection

Identification

Enabling alternative implementations to provide

the same Services

Enabling virtualization of business resources

Outsourcing, insourcing, offshoring, etc

Motivation: Business Agility Business Efficiency Globalization

© 2009 Everware-CBDI, Inc.16

Service Portfolio Provisioning ProcessProvide Services and Service Automation Units

ServicePortfolio

Plan

SOA Organizational Impact: Twin Track Development Service Portfolio based on highly reusable services Strict separation of provider and consumer Requires service oriented demand forecasting Enables just in time assembly

Solution ProcessConsume, Assemble Solution

ImmediateBusiness

Needs

SpecificRequirement

Stable, Long-term, Reusable Assets

Volatile, short-term, process specific Solutions

Standard VersionsCustomized Versions

© 2009 Everware-CBDI, Inc.17

Practical Guide to Federal SOA:Keys to Implementation (SOE)

Service Oriented Enterprise

1. Treat SOA adoption as an organizational change initiative2. Build community processes and collaborative platforms3. Establish Federated Governance4. Establish service funding and charging mechanisms5. Service based SDLC with incremental development6. Shift to service based procurement7. Advance institutional knowledge and capture best

practices

© 2009 Everware-CBDI, Inc.18

PGFSOA: Keys to Implementation (SOA)

Process Services(orchestration layer)

Order FulfillmentService

Core Business Services

(“backbone” layer)

Underlying Services(that need a facade)

Stock Movements ServiceProductsService

Orders Service

Stock Management Service

Purchasing(from highly generic component)

Utility Services(high reuse layer)

CurrencyConversionServiceAddressReformatter

AccountsReceivableAPI(from legacy Accounting System)

Stock Reordering

Customers Service

Order System

Stock ControlApplication

Product DevSystem

Solution Layer(presentationand dialog)

Source: CBDI SAE™

8. Use EA to align with business objectives

9. Introduce Services as a First-Order Concept in your EA Establish a Service Based

Target Architecture Adopt model based

architecture and pattern based design

Enable automatic compliance and alignment

10. Leverage legacy assets to enable evolutionary progress

Service Oriented Architecture

© 2009 Everware-CBDI, Inc.19

PGFSOA: Keys to Implementation (SOI)

Service Oriented Infrastructure

11. Focus on enterprise security, scalability, and interoperability Infrastructure as a service

12. Establish discovery and trust mechanisms Repositories/Registries Information assurance & identity management

13. Establish an adaptive and collaborative testing and certification environment

© 2009 Everware-CBDI, Inc.20

SOA Adoption Roadmap

Provide a framework for assessing an organizations SOA capability maturity.

Present a roadmap for evolving an organization’s SOA capability.

Theme: …“managed” adoption of a new approach achieves the objectives of the organization more quickly and at a higher level of maturity.

Objectives of the SOA Roadmap:

SOA Readiness Assessment & Business Case

SOA Adoption Roadmap Planning

SOA Maturity Assessment

SOA Adoption Management

SOA Implementation Initiatives

© 2009 Everware-CBDI, Inc.21

SOA Maturity Model

Early Learning

Integrated

Enterprise

Ecosystem

Initial SOAactivity Experimental

Shared services integrate silos, rationalize EAI contractsIntegrated approach reduces complexity, cost and increases adaptability

Common ecosystem services eliminate organizational boundaries and enable broader economic activity Service concepts standardized across industry sectors and or LOBs

Enterprise level shared services create enterprise adaptability and consistency SOA enables enterprise wide consistency of business information and processes

Applied

Project basedSOA activity Service architecture enables business adaptability for limited scope

© 2009 Everware-CBDI, Inc.22

Early Learning

Integrated Ecosystem

SOAManagement

ServiceArchitecture

OperationalInfrastructure

Framework and Process

Organization

Projects &Programs

Maturity Level

.

LifeCycleInfrastructure

Applied Enterprise

BusinessDesign

.

.

.

.

.

.

. Management tools including vision, strategy, funding, charging, measurement and monitoring and SOA adoption plans and management.

Defined policies, roles, responsibilities and skills required to create, operate, manage and govern a service environment.

Capability to execute classes of project and or program, defined as project patterns

The business models and business transformation plans that shape a service oriented business and integrate and drive requirements for service architecture

The service architecture and Service Portfolio Plan (SPP)

The reference framework including concept model, reference architecture and process to enable and coordinate federated service delivery and execution.

Life cycle support architecture and implementation to support planning to delivery service states.

Operational infrastructure architecture and implementation to support the run time service life cycle states.

SOA Adoption Streams

SOE

SOA

SOI

© 2009 Everware-CBDI, Inc.23

Service Oriented Government

Virtual Government Value Chains

Combination of: Enterprise Architecture (Federal Gov is the Enterprise) Business Process Management Service Oriented Architecture

Independent of Federal Organizational Structure Starting Points:

Federal Enterprise Architecture (FEA) Reference Models, Segment Architectures

PGFSOA (2008) Architectural Principles for US Government (2006)

© 2009 Everware-CBDI, Inc.24

OMB Future Direction: Services

The Historical Approach …

IT &Services

IT &Services

IT &Services

DOJ

Treasury VA

USDA

DOD

State HUD

DOI

EPA

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services IT &

Services

IT &Services

IT &Services IT &

Services

IT &Services

IT &Services

HHS

IT &Services

The Future Approach …

Treasury

IT &Services

Service forCitizens

DOJ

VA

State

DOD

USDAHUD

DOI

EPA

Service forCitizens

HealthServices

MortgageInsurance

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

IT &Services

CommercialProvider

CommercialProvider

HHS

IT &Services

IT &Services

IT &Services

IT &Services

CommercialProvider

Service forCitizens

= Agency-specific Service = Common Service

= Service for Citizens

= Commercial Provider Source: Dick Burk

© 2009 Everware-CBDI, Inc.25

Service Oriented Government

The Historical Approach - Agency Focused… Citizen Service: Many agencies and offices; not one government Performance: No common framework for performance measurement across

agencies; minimal budget-performance integration IT & Services: Redundancy within and across agencies Budget Allocation: Allocation of funds by Agency; minimal cross-Agency

analysis

The Future Approach - Mission and Service Focused… Citizen Service: One government Performance: Common performance measurement framework for OMB and all

agencies; robust budget-performance integration IT & Services: Minimal redundancy in IT spending; component-based

architecture promotes reuse Budget Allocation: Budget analyses take business lines into consideration;

funds allocated to support cross-agency collaboration

Source: Dick Burk, 2005

© 2009 Everware-CBDI, Inc.26

SOG in Action: NYC Business Express

NYC Business Express Common

Intake Portal

BPM Engine

Departmental Services

NYC Departmentof Buildings

NYC Dept of Health & Mental Hygiene

IRS

Business ExpressProcess Services

IRS

NYC

DOB

NYC

DOT

Intake Portal & Rules Engine

Open a Restaurant

© 2009 Everware-CBDI, Inc.27

Recommendations

OMB Mine Segment Architectures for commonality Establish Communities of Interest Require agencies to consume & share services

Agency Executive Management Define goals in terms of value chains of extended ecosystem Insist on linkages between performance measures and

processes/data/applications/technology IT Managers

Acquire capabilities (services), not systems Manage portfolio of services vs. applications

Architects Ensure the architecture support business leadership (fit for purpose) Service orient the EA and solution architectures

Technologists Establish the platform and governance (eg, SLAs) to enable the

transformation Decouple technologies – technology agility (eg, Cloud computing)

© 2009 Everware-CBDI, Inc.28

Expectations from New Administration

Transparency Rapid Response Citizen-focused Transformation Efficiency (cost savings) New Technology & Innovation Effectiveness (performance)

Bottom-line: An Agile Enterprise

Enterprise Service Solutions

www.everware-cbdi.com Research Portal: www.cbdiforum.com

Download the PGFSOA:http://www.whitehouse.gov/omb/e-gov/pgfsoa.aspx

Thank you. Questions?

Dave Mayodmayo@everware-cbdi.com

(703) 246-0000 x103