5 levels of SOA Governance Business Domain Governance

5 levels of SOA Governance Business Domain Governance Strategic Portfolio Governance Technology Governance Project Governance SLA Governance Tactical

The SOA~EAF Methodology Top View SOA EA Practice SOA Policies SOA Procedures SOA Standards Corporate Strategy Business Unit Plans SOA Initiatives SOA Projects SOA Implementations

The SOA~EAF Methodology Side View SOA EAF Process SOA Standards SOA procedures SOA Policies SOA EA Practice

Physical Layer TP, Coax, Wireless. It doesn’t matter. Link Layer Ethernet, Token, Packet, TDM. It doesn’t matter. Network Layer IP, SNA, IPX. It doesn’t matter. HTML, Browser Universal User Display Portals Universal Service Choreography XML Universal Data Recognition WS Universal Code Recognition SOAP Universal Code Delivery Internet Universal Connectivity SSL/SAML Universal Security

Employees, Customers, Partners and Vendors Want to Use. . Channels Paper/ Fax Image Web Interface Customer Service Call IVR Interface Partner Presentation Services To gain Access to. . Business Processes Sales Processes Manufacturing Processes Order Shipping Billing Post Sale Service Corporate Processes Support Processes Inventory Product Development Processes Vendor Processes Partner Processes

Employees, Customers, Partners and Vendors Channels Paper/ Fax Image Web Interface Customer Service Call IVR Interface Partner Presentation Services Business Processes Sales Processes Order Shipping Billing Post Sale Service Corporate Processes Support Processes Manufacturing Processes Inventory Product Development Processes Validate Customer Vendor Processes Partner Processes Business Services Pay Invoice Check Credit Book Order Generate Quote Schedule Installation Check Product Availability Validate Shipment

Employees, Customers, Partners and Vendors Channels Paper/ Fax Image Web Interface Customer Service Call IVR Interface Partner Presentation Services Business Processes Sales Processes Manufacturing Processes Order Shipping Billing Post Sale Service Corporate Processes Support Processes Inventory Product Development Processes Validate Customer Vendor Processes Partner Processes Business Services Pay Invoice Check Credit Book Order Generate Quote Schedule Installation Check Product Availability Validate Shipment Integration Services Get Customer Order Create Customer Order Update Customer Order Get Product Description Get Customer Credit Limit Update Customer Credit Limit Legacy Applications Order System Mainframe VSAM COBOL CICS Product Master File Legacy Platforms Mainframe DB 2 SQL SAS Customer Contract System Mainframe DB 2 COBOL CICS

Current Customer Self Service Capabilities Customers Channels Paper/ Fax Image Web Interface Customer Service Call IVR Interface Partner Presentation Services Business Processes Sales Processes Order Shipping Billing Post Sale Service Corporate Processes Support Processes Manufacturing Processes Inventory Product Development Processes Validate Customer Vendor Processes Partner Processes Business Services Pay Invoice Check Credit Book Order Generate Quote Schedule Installation Check Product Availability Validate Shipment

Planned Third Quarter Customer and Vendor Enhancements Product Installation Partner Customers Channels Paper/ Fax Image Web Interface Customer Service Call IVR Interface Partner Presentation Services Business Processes Sales Processes Order Shipping Billing Post Sale Service Corporate Processes Support Processes Manufacturing Processes Inventory Product Development Processes Validate Customer Vendor Processes Partner Processes Business Services Pay Invoice Check Credit Book Order Generate Quote Schedule Installation Check Product Availability Validate Shipment

Who is doing it? Employees, Customers, Partners and Vendors Where are they doing it? Channels Paper/ Fax Image Web Interface What are they doing? Sales Processes Customer Service Call IVR Interface Partner Presentation Services Business Processes Order Shipping Billing Post Sale Service Corporate Processes Support Processes Manufacturing Processes Inventory Product Development Processes Validate Customer Vendor Processes Partner Processes Business Services Pay Invoice Check Credit Book Order Generate Quote Schedule Installation Check Product Availability How are they doing it? Validate Shipment

Service Consumer Channel Domain Channel Adapter Layer Channel Interface Layer Process Delivery Contract Layer Process Definition Layer Process Integration Layer Business Service Domain Service Delivery Contract Layer Service Definition Layer Service Integration Layer Integration Domain Integration Adapter Layer Functional Definition Layer Legacy Adapter Layer Legacy Application Domain Legacy Applications Corporate Databases Warehouse/Marts Document Management Systems Development Frameworks: Business Process Domain Security, Personalization, Profiling, Logging, Exception Handling, Archiving, Etc. Enterprise SOA Reference Architecture

Aggregation of 3 IT Projects Constituents Sales Associates Finance Associates Distribution Associates Customers Business Processes Order Processes Invoicing Shipping Processes Business Services Order Services: Place an Order. Generate Pre-Approval. Get Credit Override. Get Authorized Product Substitutions. Invoice Services: View Applied Payments. View Unapplied Payments. Apply Unapplied Payments. Dispute Invoice Shipping Services: Generate Tracking Number. Track Shipment. Generate Shipment Tracking Notification

SOA Initiative Business Architecture Constituents Sales Associates Finance Associates Distribution Associates Customers Channels Employee Portal Customer Portal Business Processes Order Processes Invoicing Shipping Processes Business Services Order Services: Place an Order. Generate Pre-Approval. Get Credit Override. Get Authorized Product Substitutions. Invoice Services: View Applied Payments. View Unapplied Payments. Apply Unapplied Payments. Dispute Invoice Shipping Services: Generate Tracking Number. Track Shipment. Generate Shipment Tracking Notification

SOA Initiative With Release Overlay Constituents Sales Associates Finance Associates Distribution Associates Customers Channels Employee Portal “Already in Production” Customer Portal Business Processes Order Processes “Scheduled Q 2 Release 1” Invoicing Shipping Processes “Scheduled Q 2 Release 3” Business Services Order Services: Place an Order. Generate Pre-Approval. Get Credit Override. Get Authorized Product Substitutions. Invoice Services: View Applied Payments. View Unapplied Payments. Apply Unapplied Payments. Dispute Invoice Shipping Services: Generate Tracking Number. Track Shipment. Generate Shipment Tracking Notification

Customer Portal Initiative Business Architecture Customer Constituents Customer Contract Agents Customer Procurement Agents Customer Technician Customer Self-Service Channel Customer Web Portal Business Processes “Enhanced” Sales Contract Processes “Enhanced” Sales “Enhanced” Customer Procurement Processes • Set up and maintain an Account • Establish a credit line • View products and prices • Set up billing and payment terms • Check product availability • Generate a pricing and volume discount • Place an order quote • Change or cancel an order • Accept a quote and sign a contract • Check order status • Monthly and year to date order analysis and reporting Service Processes • Look up products • Compare products • Check product availability • Request product literature New Sales Procurement Processes “Enhanced” Installation Processes • Schedule an installation date • Request an installation date change • View all scheduled installations • Complete a Customer installation satisfaction survey • Submit Order Request Process New Installation Processes • Request Priority Installation Business Services • Create Contract Quote • Create Account • Update Account • Delete Account • Set Credit Limit • Update Billing Terms • Set Discounts • Approve New Account • Approve Account Change • Renew Account Contract • Generate Customer Reports • Get Products • Get Product Availability • Calculate Discounted Price • Generate Pre-Approval. • Get Credit Override. • Get Authorized Product Substitutions. • Book an Order. • Update Order • Cancel Order • Get Order Status • Literature fulfillment Service • Get Available Installation Dates • Book Installation • Change Installation • Generate Installation Reports • Generate Customer Survey • Generate Installation Notification ** New Services ** Get Alternative Products ** Get Suggested Product ** Schedule out of territory Technician ** Update Order Shipping Schedule

Enhance Business Functionality and Architecture Compliance based on Business priority Start Yes Is the application on obsolete or unsupported platforms? No Does the application support our Enterprise SOA Strategy? Yes Did the application receive a high value ranking on the Business Assessment Questionnaire? No Does it need to support the strategy? No Yes Can it be enhanced or modified to support our strategy? No Yes Replace No

Strategy Roadmap

Decentralized Centralized IT organization Model Business & IT Organization Model Centralized Business Decentralized IT “Leverage” “Minimize” Centralized Business Decentralized Business Centralized IT “Maximize” Centralized “Control” Decentralized Business organization Model