2004 2005 by Dirk Krafzig Enterprise SOA Dirk

© 2004 -2005 by Dirk Krafzig Enterprise SOA Dirk Krafzig SOA & BPM Connected Systems Architect Forum London 16 th June 2005 www. enterprise-soa. com Visit the leading Website for SOA Architects 1

Content • Success Factors of Enterprise IT Enterprise SOA • SOA & BPM Complement One Another – BPM Needs SOA – SOA Needs BPM • Reference Architecture • Case Studies – Winterthur – Halifax Bank of Scotland – CNP • Summary www. enterprise-soa. com Visit the leading Website for SOA Architects 2

• Success Factors of Enterprise IT Enterprise SOA • SOA & BPM Complement One Another – BPM Needs SOA – SOA Needs BPM • Reference Architecture • Case Studies – Winterthur – Halifax Bank of Scotland – CNP • Summary www. enterprise-soa. com Visit the leading Website for SOA Architects 3

Success Factors of Enterprise IT • IT / Business alignment Enterprise SOA • Management support • Functional specification • Architecture Focus of this talk • Team skills • … www. enterprise-soa. com Visit the leading Website for SOA Architects 4

Hot topics Enterprise SOA Conferences Articles Books BPM White papers Blogs www. enterprise-soa. com SOA Websites Visit the leading Website for SOA Architects 5

Web 1 Enterprise SOA Engine Google Yahoo MSN service oriented architecture 11, 300, 000 hits 3, 110, 000 hits 1, 215, 073 hits business process management 103, 000 hits 59, 800, 000 hits 17, 926, 241 hits message oriented middleware 295, 000 hits 200, 000 hits 20, 253 hits recipe pina colada 69, 200 hits 102, 000 hits 504, 314 hits Search text 1 12 May 2005 www. enterprise-soa. com Visit the leading Website for SOA Architects 6

Arriving in the Real World Enterprise SOA Products Conferences Articles Books BPM Blogs SOA White papers Websites Mission critical projects Standards www. enterprise-soa. com Visit the leading Website for SOA Architects 7

• Success Factors of Enterprise IT Enterprise SOA • SOA & BPM Complement One Another – BPM Needs SOA – SOA Needs BPM • Reference Architecture • Case Studies – Winterthur – Halifax Bank of Scotland – CNP • Summary www. enterprise-soa. com Visit the leading Website for SOA Architects 8

SOA & BPM complement one another Enterprise SOA How IT is structured. . . • • • Building blocks Business-oriented components Loosely coupled Foundation for the management of application landscapes Made for reuse Enable and fertilize each other • BPM What IT does. . . www. enterprise-soa. com • • • Model of business processes and their IT support High-level view of business demands Implicit construction plan for applications Made for specific business purpose Visit the leading Website for SOA Architects 9

Enterprise SOA 1 Example 1: BPM needs SOA www. enterprise-soa. com Visit the leading Website for SOA Architects 10

BPM needs SOA: BPM Architecture …. . . in an ideal world Enterprise SOA Utilize existing applications Integrate existing business logic and data www. enterprise-soa. com Visit the leading Website for SOA Architects 11

BPM needs SOA: "Shortcuts". . . , driven by costs and efforts of integration, little perception of the consequences Enterprise SOA Electronic forms Workbasket extensions Database connectors "Tiny" scripts www. enterprise-soa. com . . . etc. Visit the leading Website for SOA Architects 12

BPM needs SOA Enterprise SOA • Utilization of existing systems • Live sharing of data and functionality • Reduction of – Redundancy – Complexity – Maintenance costs – Project risks • Increase of agility www. enterprise-soa. com SOA provides functional infrastructure Visit the leading Website for SOA Architects 13

Enterprise SOA 2 Example 2: SOA needs BPM www. enterprise-soa. com Visit the leading Website for SOA Architects 14

SOA needs BPM: Enabling reuse Enterprise SOA Application Landscape Service Service SOA Organization www. enterprise-soa. com Visit the leading Website for SOA Architects 15

SOA needs BPM: Enabling reuse Enterprise SOA Use / reuse Service Service www. enterprise-soa. com Create new applications Visit the leading Website for SOA Architects 16

SOA needs BPM: Enabling reuse Enterprise SOA • SOA is well-suited to allow reuse – Service implements a business concept or a high level entity facilitating strong IT/Business alignment – Right granularity BUT this is not enough • Reuse can only take place if one identifies the services with the greatest potential www. enterprise-soa. com Visit the leading Website for SOA Architects 17

SOA needs BPM: Enabling reuse Enterprise SOA Application Landscape Use / reuse Ser vic e SOA Organization Feedback loop BPM facilitates … www. enterprise-soa. com Programme management Metrics High-level service specs Visit the leading Website for SOA Architects Business value … 18

Shared Roadmap of SOA & BPM Enterprise SOA 1 2 . . . BPM • • • www. enterprise-soa. com - Agility Cost-efficiency "Compliance" … Architecture board Programme management Enterprise repository IT valuation IT/Business alignment … Visit the leading Website for SOA Architects 19

How does it work? Enterprise SOA So far we have seen that. . . SOA and BPM are popular concepts. . . they are becoming a reality in Enterprise IT. . . they benefit from each other But how do they exactly work together? www. enterprise-soa. com Visit the leading Website for SOA Architects 20

• Success Factors of Enterprise IT Enterprise SOA • SOA & BPM Complement One Another – BPM Needs SOA – SOA Needs BPM • Reference Architecture • Case Studies – Winterthur – Halifax Bank of Scotland – CNP • Summary www. enterprise-soa. com Visit the leading Website for SOA Architects 21

Reference Architecture Enterprise SOA Enterprise Layer GUI Process Layer Intermediary Layer Basic Layer www. enterprise-soa. com B 2 B Batch P. -centric Service Tech Gateway Datacentric S. BPMS Facade Adapter Funct. centric S. Visit the leading Website for SOA Architects … … 22

Reference Architecture Enterprise SOA Enterprise Layer Process Layer Intermediary Layer Basic Layer www. enterprise-soa. com GUI B 2 B Batch Key assets P. -centric of. Service SOA Tech Gateway Datacentric S. BPMS Facade Adapter Funct. centric S. Visit the leading Website for SOA Architects … … 23

Reference Architecture Enterprise SOA Enterprise Layer GUI Process Layer Intermediary Layer Basic Layer www. enterprise-soa. com B 2 B Batch P. -centric Service Tech Gateway BPMS Facade Adapter Funct. Data- assets Key centric S. of BPM Visit the leading Website for SOA Architects … … 24

BPM Maturation Enterprise SOA Different levels of BPM maturation Process Layer 1 P. -centric 2 Service BPMS 3 1 No Process Layer; Processes spread over Application Frontends 2 Processes encapsulated in explicitly implemented process centric services 3 Usage of Business Process Management System www. enterprise-soa. com Visit the leading Website for SOA Architects 25

BPM Maturation 1 Enterprise SOA 3 Spread process logic Process-centric service BPMS Expansion stage Fundamental or Networked Process-enabled Development costs/complexity Low High Very high 1 Maintenance costs/complexity High Medium Low Medium High Very high Low or medium High Low Medium High Low (e. g. Early phase of SOA adoption) Very high Description Agility Indicated proc. complexity Indicated frequency of change Necessary team skills 1 2 BPMS needs introduction of an infrastructure. As soon this infrastructure is in place and all necessary skills are available the development costs drop significantly. www. enterprise-soa. com Visit the leading Website for SOA Architects 26

• Success Factors of Enterprise IT Enterprise SOA • SOA & BPM Complement One Another – BPM Needs SOA – SOA Needs BPM • Reference Architecture • Case Studies – Winterthur 1 – Halifax Bank of Scotland 2 – CNP 3 • Summary www. enterprise-soa. com Visit the leading Website for SOA Architects 27

Case Study: Winterthur Spread process logic 1 2 • Leading Swiss insurance company Enterprise SOA – Credit Suisse Group – Premium income of SFR 33. 5 billion (= € 21. 6 bn) in 2003 – Reported assets under management of 138. 7 billion (= € 89. 5 bn) in 2003 – Broad range of property and liability insurance products in addition to insurance solutions for life and pension – Individual and group products – 20, 000 employees worldwide 3 • Application landscape – OS/390 – PL/I, COBOL – CICS, IMS More details: www. enterprise-soa. com Visit the leading Website for SOA Architects 28

Case Study: Winterthur • Objectives Enterprise SOA – Enabling new breed of projects • Business processes across business units • New access channels for customers, partners, and back office staff 1 2 3 – Low front-up investments – Low risks – Leverage existing team • SOA Strategy – – – Winterthur's e. Platform Reuse of existing legacy applications Evolutionary CORBA PL/I www. enterprise-soa. com Visit the leading Website for SOA Architects 29

Case Study: Winterthur 1 2 Enterprise SOA 3 Enterprise Layer Trad. client Rich client Web app Portal … Process Layer Intermediary Layer Basic service … Basic service Tightly coupled domain www. enterprise-soa. com Visit the leading Website for SOA Architects Basic service … … Tightly coupled domain 30

Case Study: IF. COM • Halifax Bank of Scotland 1 Process-centric services Enterprise SOA – Retail banking, insurance & investment, business banking, corporate banking, treasury – UK's largest mortgage and savings provider – Customer base of 22 million – £ 3. 8 billion profit before tax in 2003 – £ 408 billion assets under management in 2003 2 3 • Intelligent Finance – HBo. S spin-off – Greenfield project • HBo. S' Application Landscape – Backends: OS/390, UNIX, CORBA, MQSeries – Frontends: Visual Basic/IIS, C++/IVR-Solution, Java/Call Center-Solution More details: www. enterprise-soa. com Visit the leading Website for SOA Architects 31

Case Study: IF. COM • Objective Enterprise SOA – Internet banking approach of HBo. S – New bank after less than 12 month – Multi channel architecture 1 2 3 • Internet • Call Center • IVR – Innovative banking products • SOA Strategy – Reuse of HBo. S' backend systems – Integration of frontend-channel technologies – Process-centric service implemented by One. Plan. Engine www. enterprise-soa. com Visit the leading Website for SOA Architects 32

Case Study: IF. COM 1 2 Enterprise SOA 3 Enterprise Layer Call Center IVR Web app Email … Process Layer One. Plan engine Intermediary Layer Basic Layer www. enterprise-soa. com Account Mortgage Credit scoring Visit the leading Website for SOA Architects … Loan 33

Case Study: CNP 1 Enterprise SOA • France’s leading life, health and pension insurance company 2 BPMS – Premium income of € 19. 46 billion in 2003 – 14 million policy holders – Savings, pensions and personal risk – Individual and group products – Distribution strategy based on partnerships with La Poste, Saving banks, financial institutions, … 3 • Application landscape – Different backend systems: IBM Z/OS and 390, Bull GCOS 8/7, Linux – Home grown middleware + Tuxedo – Various packaged systems – Multiple COBOL applications – J 2 EE development, Portal based applications More details: http: //www. prima-solutions. com www. enterprise-soa. com Visit the leading Website for SOA Architects 34

Case Study: CNP • Objective 1 2 Enterprise SOA – Selection of strategic development platform as the 3 base for future applications – Long-term renovation roadmap – 7 x 24 – Flexible indirect sales channels • SOA Strategy based on Prima Platform – – – Insurance Reference Model Business Rules BPM (based on BPEL) Service Orchestration Framework (based on BPEL) SOA Integration Framework www. enterprise-soa. com Visit the leading Website for SOA Architects 35

Case Study: CNP Enterprise SOA Prima Platform 1 2 3 Source: Prima Solutions www. enterprise-soa. com Visit the leading Website for SOA Architects 36

Case Study: CNP 1 2 Enterprise Layer Intermediary Layer Basic Layer www. enterprise-soa. com Portal Framework Business Process Management Service Orchestration Business Service Integration Reference Model Process Layer Individual frontend channels Prima Platform Enterprise SOA 3 Customer’s backend systems Visit the leading Website for SOA Architects 37

• Success Factors of Enterprise IT Enterprise SOA • SOA & BPM Complement One Another – BPM Needs SOA – SOA Needs BPM • Reference Architecture • Case Studies – Winterthur – Halifax Bank of Scotland – CNP • Summary www. enterprise-soa. com Visit the leading Website for SOA Architects 38

Summary • SOA & BPM are hot topics that complement one another Enterprise SOA • Reference architecture has 4 general layers – SOA adds to base layer – BPM adds to process layer • There are different levels of BPM maturation – Spread processes – Encapsulated in process-centric services – Encapsulated in BPMS • "Best" implementation strategy depends on customer requirements www. enterprise-soa. com Visit the leading Website for SOA Architects 39

Enterprise SOA Thank you for your attention … http: //www. enterprise-soa. com Visit the leading Website for SOA Architects 40