02 MEDDIE SOA Architect Summit Case Study ASEAN 02 14 08

IBM SOA Architect Summit
SOA Case Study:

A Practical Guide
to SOA
Rahmadi J. Abdurrajak
IT Architect – IBM Software Lab Services
© 2007 IBM Corporation

JK Enterprises (JKE) Case Study
JKE Enterprise Architecture
Service Integration Maturity Model

Information
Business
Technology Defining and Enforcing SOA Governance
Strategy
Strategy Project Prioritization and Planning
Enterprise Architecture
Business IT
JKE Business JKE Application Architecture
Architecture Architecture Architecture
Processes
Information
Applications
Information
Exposing Services using
People Technology Indirect & Direct Patterns
Developing Service Flows
Transition Plan Business Component
EA Governance Analysis
JKE Information Architecture
Service-Oriented
Business Operating Environment and Modeling and Developing Data Federation
IT Infrastructure Architecture Exposing Information
Services
Identifying Areas for
IT Solutions Improvement
JKE Infrastructure Architecture
Security Architecture
Composite Application
Management
3 SOA on your terms and our expertise

JK Enterprises
Corporate Overview Corporate Attributes
JK Enterprises is a premier supplier to retail channel, small 900 Offices, 6 Countries
business channel, and corporate customers – Corporate Headquarters (2)
Founded in 1935, now a well liked brand image – 350 Customer Centers
– 500 Remote Sales Offices
High-touch approach to our customers
– 6 Call Centers
Customers of all types can interact with us in a way that suits – 8 Data Centers
their individual needs 11,000 employees
Best service at the lowest cost – 1500 Corporate
Now with customer centers around the world – 1000 Sales and Sales Support
Acquired Jensen Incorporated in 2000, which – ~15 per Customer Center
strengthened our corporate customer base – 150 per Call Center
– 2000 in IT
Corporate customers are true business partners
Line of Business
Organization
CEO
Commercial Retail e-business
Sales Service Credit Sales Service Credit Sales Service Credit

JK Enterprises
Envisioned Future State Key Initiatives
The most profitable high-touch Grow organically and leverage our size
company in the industry – 100,000 new customers this year
Aggressive growth with minimal risk – Increase cross-sell ratio to over 2.0 in 24 months
Optimized responsive corporate Multi channel integration
– Access any service from any channel with consistent
organization
experience
A company that leverages it’s strategic – Then move customers toward lower cost channels
investments Business transformation and optimization
– Best Web Site in the industry – Optimize then grow - organization and processes
– Expert Sales force – Remove redundancies - centralized shared services
– Global CRM – Shift our focus to strategic functions - outsource high cost
– Sales Focused Call Centers tactical business functions, invest in the rest
Control access to information to ensure appropriate
security
Future CEO CTO
Organization
Project Management
LOBs CIO
Risk, Security, Compliance
VP Development VP IT Operations
Development Release Engineering Process Improvement Service Support Service Delivery Solution Deployment Infrastructure

Agenda
SOA Business Architecture

SOA IT Architecture
– Application Architecture
– Information Architecture
– Infrastructure Architecture
Getting Started

SOA and Enterprise Architecture: Best Practices

Enterprise Architecture:
Assess SOA Readiness and Maturity
SOA Governance
Business Component Design
Enterprise
Transition
Governance Architecture
Planning
Models
Plan Define Enable Measur

Determine the
Governance Focus
Define the SOA
Governance Model
Implement the SOA
Governance Model e
Refine the SOA
Governance Model
<< Input from Business Analysis >>
SIMM SGMM SOMA

<<Output to SOA Implementation >>
JK
Enterprises JK Enterprise Projects
Project
Prioritization
& Planning
SOA Design: SOA Development/Deployment: SOA Management:
Service Identification Developing/creating Services Service Infrastructure
Service Specification Developing Information Services Considerations
Service Realization Developing User Interaction and Collaboration Services (Performance, Security,
Service Implementation Developing Business Process Services Virtualization)

Service Integration Maturity Model (SIMM) – Next Steps
Dynamically
Composite Virtualized Re-Configurable
Silo Integrated Componentized Services Services Services Services
Isolated Business Business
Business Componentized
Componentized Processes Geographically Mix and Match
Line Process
Process Business Service
Componentized
Business offers
Business offers Through Service Independent Business and
Business
Driven Integration
Integration Decomposition
Business Services
Services Composition Service Centers Location Capabilities
SOA and IT SOA and IT

Application Define & Enforce
Emerging SOA Governance
Organization IT Transformation IT Governance
IT Governance Governance
Governance Infrastructure
Specific Skills SOA Governance
Governance
Alignment
Alignment Governance Alignment
through Policy
Structured Object
Object MoveComponent
to SOA-based Service
Service Service Service Business Grammar
Methods Analysis & Oriented
Oriented Based Oriented
Oriented Oriented Oriented Oriented
Design Modeling
Modeling
Design Methodology
Development Modeling
Modeling Modeling Modeling Modeling
Process Process
Process Process Dynamic
Applications Modules Objects Components
Components Choreography
Services Integration
Integration Integration via Application
Assembly via
viaServices
Services Services Assembly
Focus on SOA Dynamically

Architecture Monolithic Layered Component
Component Emerging
SOA
SOA Grid Enabled SOA Reconfigurable
Architecture Architecture Architecture
Architecture Foundation
SOA
Architecture
LOB or Deploy Common Enterprise Data

Application LOB or Enterprise
Enterprise Information
Information Virtualized Semantic Data
Information Canonical Models Dictionary and
Specific Specific Information Services
Specific As a Service
As Service Data Services Vocabularies
Repository
Common Project-based
SOA Infrastructure Dynamic
LOB Platform Enterprise
Enterprise Common
Common SOA Virtual
Infrastructure ReusableStandard SOA Sense &
Specific Standards
Standards SOA Environment
Environment SOA Environment
Infrastructure Environment Respond
Level 1 Level 2 Level 3 Level 4 Level 5 Level 6 Level 7

SOA Governance
Defining SOA Governance at JK Enterprises
Tailor SGMM
Execute the “JKE SOA Governance Project”
Identify SOA Business Determine Existing Define CoE Structure

and IT Principles Governance Structure
Create Project
Proposal
Create the SOA Governance Framework Implement Tools and

Infrastructure
Roles Processes
Refine Operational
Policies Metrics Quality Gates Environment

SOA Governance
Enforcing Governance at JK Enterprises
Service Design and Development

Define Goverance
Policy
Implement Policies
Rational Architectural
Service Reuse Access Method
Method Compliance
Composer
WebSphere Governance WebSphere
Service Registry Policy and Integration
and Repository Best Practices Developer
Review Service
Lifecycle
Enforce Policies
WebSphere
Business
Modeler Architectural Service
Service Reuse
Compliance Management
Business WebSphere SOA Design Tivoli Composite

Service Registry Review Application Manager for
Requirements and Repository SOA
Traceability Tivoli Change and
Configuration Mgmt DB
Rational Requisite Pro

Agenda

SOA IT Architecture
Getting Started

Business Analysis
Identifying Business Components
Target Competency: Base Competitive Differentiated Investment Review Contribution Cost (H, M, or L)
‘Hot’ Component
Business New Business Relationship Servicing & Product Financial

Administration Development Management Sales Fulfillment Control and
Accounting
M L M L M L M L M L M L
Business Account Fulfillment Portfolio
Directing Planning
Sector Planning
Planning
Sales Planning
Planning Planning
M L M L M L H L M L L M
Business Unit Sector Relationship Compliance
Tracking Management Management
Sales Fulfillment
Controlling Management Monitoring M
M L M L L
M L Product Credit
Staff Appraisals Reconciliation
Management Assessment
L H L L M H M L H H M M
Account Product
Administration Product
Directory Sales Customer
Fulfillment
M Product L Accounts
M L
Administration Credit M H L H
Executing Administration Customer
H M
Purchasing Marketing Service M M
Document
Campaigns General
M L Management
L
Branch/Store L Collections Ledger
Operations

Business Analysis
Identifying Business Components
‘Hot’ Component
Business New Business Relationship Servicing & Product Financial

Administration Development Management Sales Fulfillment Control and
Accounting
M L M L M L M L M L M L
Business Account Fulfillment Portfolio
Directing Planning
Sector Planning Sales Planning
Planning
Cost control Planning Planning
M L M opportunity
L M L H L M L L M
Business Unit Sector Relationship Compliance
Tracking Management Management
Sales Fulfillment
Controlling
M L M L Management Revenue / ProfitX
Monitoring L
M L Product Credit
Staff Appraisals Management Assessment improvement Reconciliation
opportunity
Account Product
Fulfillment
M L
Executing Administration Customer
H M
Purchasing Marketing Service M M
Document
Campaigns Cost control M L Management General
L
Branch/Store L opportunity Collections Cost Ledger
control
Operations
opportunity

Business Analysis
Identifying Improvement Areas at JK Enterprises
‘Hot’ Component
Negotiate volume discounts based on combined Financial

volume of allBusiness
departmentsNew Business Relationship Servicing & Product Control and
Administration
– Decrease negotiated cost Development
of automated creditManagement
report Sales Fulfillment Accounting
by 20%
M 75% of credit
– Automate M
L report retrievals L M Account L M L M Fulfillment L M
Directing
Business
Sector Planning Develop
Sales optimized
Planning account L
cross-channel Portfolio
Implement consistent
Planning business rules to improve Planning Planning Planning
application process
risk management
M L M L M L H – Increase Lcross-sell
M ratio to 2.0
L L M
– Decrease number of credit report
Business Unit
retrievals byRelationship
Sector 10% – Add 500 new corporate customersCompliance
Tracking Management Management – Improve STP of applications by 35%
Sales Fulfillment
Controlling – Reduce call center calls from sales force and
M L M L Management Monitoring X L
M L Product Credit
offices by 30%
Staff Appraisals Reconciliation
Management Assessment
Account Product
Fulfillment
M L
Executing
AutomateH manual tasks Customer
M for creating and Administration
Marketing Service X X
administering accounts
Purchasing Document
– Decrease Campaigns
cost of account activation by 50% Decrease paper processes by General
Management
M L
L
Branch/Store L
– Decrease time to open account by 50% automation of manual tasks
Collections Ledger
Operations – Increase electronic applications by 25%

Defining Solution Scope

Business Context Diagram
Account Manager (HQ)
Customer CSR (Store)
Account Open
Request
ts
u es
eq Portal
New Account t R
s
n
on
Account Open Request
rm
u
co
si
o
Request c
ci
eF
A Real-time
De
Collaboration
re: Account History
Account
On-Boarding
Forms
Account History Credit Scoring Account Owner (HQ)

Partner

Service Design via SOMA

Service Identification
JK Enterprise Process Decomposition
JK Enterprises Process Decomposition
Functional
Area
Process
Sub -
Process
Domain Decomposition Goal Service Modeling Existing Asset Analysis
Techniques: Techniques Techniques

– Process Modeling Tools – Requirements Planning Tools – Asset Analysis Tools
– Design of KPIs/Metrics – Design of KPIs/Metrics – Interviews/Documentation
Services Identified Services Identified Services Identified

– Open Account – Determine Applicant Eligibility – Account Inquiry (CICS 2.2)
– Account Activation – Address Verification – AR Setup (CICS 2.2)
– Account Verification – Account Setup (CICS 3.1)
– Create Account (SAP)

Service Specification
Applying The Service Litmus Test
Candidate Service Name: AR Setup
Business Alignment:
– Is the service business relevant? YES
– Is funding available for service development and management? YES (Governance Board)
– Is the service sharable? YES
Composability
– Is the service consistent with NFRs at the composite level? YES - As per current requirements
– Is service stateless? YES
– Is the service self-contained? (Are there dependencies?) YES – No Dependencies
– Is the service technology neutral? Implementation is CICS 2.x - technology neutral
Externalized Service Description

– Is there an externalized service description e.g. WSDL? NO - done as part of service creation
– Can the service be discovered and bound via the service description? Following service creation
– Does the description contain meta-data about itself? Following service creation
Redundancy Elimination
– Can the service be applied to all processes where its function is required? YES

SOMA Service Specification

Defining the “Account Receivable (AR) Setup” Service
Building the Service Message Model Designing the Service Components
Rational Software Architect

Service Specification
Service Model for “Account Activation”
Sales Application Sales Application

Consumers Central Office Regional Office
Open
Account Account
Business Process Verification
Composition; choreography;
business state machines Account Determine Address
Activation Applicant Verification
Eligibility
Account
Activation
Services
Atomic and
composite
Account AR Account Create Determine Address
Inquiry Setup Setup Account Eligibility Verification
Indirect exposure Indirect exposure Direct exposure Indirect exposure Create from scratch Third-party reuse
Service Message
J2C SCA EJB
Components Flow
Operational Systems
(Applications & Data) Customer Billing GL
(CICS 2.x) (CICS 3.1) (SAP)

SOMA Service Realization

Designing the implementation for the “AR Setup” Service
Architectural Considerations
– Implementation is CICS 2.2 Consumers
Sales Application Central
Office
Sales Application Regional
Office
– WebSphere MQ on mainframe
– Security requirements (RACF) Open
– Alternatives Business Process

Account Account Verification
• ESB Integration business state machines
• Custom EJB Development

Account Activation Address Verification
Determine Applicant
Eligibility
• J2C Adapter
• Application-level messaging Account
Activation
Services
Atomic and
composite
Architectural Decisions Account

Inquiry
AR
Setup
Account
Setup
Create
Account
Determine
Eligibility
Address
Verification
– ESB Integration Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse
• Security requirements
• Availability requirements Service
Components J2C
Message
Flow SCA EJB
• Message augmentation/transformation
– Support for both synchronous and
asynchronous interactions Operational Systems
– Compensatory service need to be (Applications & Data)
Customer
(CICS 2.x)
Billing
(CICS 3.1)
GL
(SAP)
designed and deployed

Agenda

SOA IT Architecture
Getting Started

The End-to-end Account Opening Solution

People
Internet/
Intranet
Portal
Information Account History Service Account Info Service

Account Customer Account Customer
Customer History Customer
Orders Info Account
Account Opening Service
Customer Account Customer

Application Status Application
Process Account Open Process

Check
Application
Credit Create
Policy Account
Receive Confirm
Request Account

Developing the Process Model

Completing the “Account Open” Process Model
Design and Simulation of the “Account Collaborative Development of the

Open” Business Process Model “Account Open” Business Process Model
WebSphere Business Modeler
WebSphere Business Modeler

Publishing Server

Application Architecture
“Account Setup” Service (Billing System)
Sales Application Central Sales Application Regional

Consumers Office Office
Open
Business Process
business state machines
Determine Applicant
Eligibility
Account
Activation
Services
Atomic and
composite
Indirect exposure Indirect exposure direct exposure Indirect exposure Create from scratch Third-party reuse
Service Message
Components J2C Flow SCA EJB
Operational Systems
(Applications & Data)
Customer Billing GL
Service Creation
With CICS TX 3.1
Direct Exposure
Rational Developer for System z
CICS 3.1

“Account Inquiry” Service (Customer Management)

Open
Business Process
Determine Applicant
Eligibility
Account
Activation
Services
Atomic and
composite
Service Message
Operational Systems
Customer Billing GL
Adapter Development
Indirect Exposure
WebSphere Integration Developer
J2C Adapter to CICS

“Create Account” Service (SAP)
Developing
The SAP
Open
Adapter
Instance
Business Process
Determine Applicant
Eligibility
Account
Activation
Services
Atomic and
composite
Service Message
Operational Systems
Setting SAP Selecting BAPIs
Adapter For Adapter
Customer Billing GL
Properties Operations
Indirect Exposure to SAP
WebSphere Adapter for SAP Software

Service Reuse
Integration with the Service Registry
Browsing for Services and Publishing Services Browsing for Services with the
with the Web Interface Eclipse Interface
WebSphere Service Registry and Repository

Developing Basic and Composite Service Flows

Open
Business Process
Determine Applicant
Eligibility
Account
Activation
Services
Atomic and
composite
Service Message
Operational Systems
Customer Billing GL
Develop Service Flows for “Determine Eligibility” and “Account Activation” Services

Information Architecture
Data Federation, XML Retrieval and Data Cleansing Services
Operational DB DB2 Database

ACCOUNT CUSTACC
Table: Table:
INFORMIX ACCOUNT JKE CUACCOUNT
id: Informix Instance: DB2

DW: ibmpassword id: administrator
pw: ibmpassword
INFORMIX Server
Name:ol_plstew
INFORMIX DB2 Federation

Server
Building Account
Building Native XML Application Data
Building Federation Services
Retrieval Services Cleansing Service
WebSphere DB2 v9 Viper WebSphere

Federation Server Quality Stage

Information Architecture
Exposing Information Services
Registering Information Services
IBM Information Server

Process Design and Deployment

Assembly and Deploy

Open
Business Process
Determine Applicant
Eligibility
Services
Account
Activation
“Account Open”
Atomic and
composite

WS-BPEL Implementation
Service Message
Operational Systems
Customer Billing GL
Wiring the Components for the

WS-BPEL Process Implementation “Account Open” Process

Process Monitoring and Management

Building BPM Monitoring Components and Dashboards
Monitoring Credit Risk Building Components to

Monitor Account Opening Duration
WebSphere Business Monitor
WebSphere Dashboard Framework

Building User Interaction Services
Developing and Deploying the Building Role-Specific

“New Account” Application Portlets and Dashboards
Lotus Forms
WebSphere Dashboard Framework
WebSphere Portal

Deploying the Solution Architecture

Implementation Topology for JK Enterprises
Account
Open
WebSphere Create Account
Process Service
Registry and SAP
Repository SAP
WebSphere SOAP/JMS Adapter
Process
Server CICS
Adapter Account
WebSphere Inquiry
Enterprise Account
Service Activation AR Setup
Bus Direct Call CICS 2.x
WebSphere
Message
Broker SOAP/
HTTP
SOAP/ Account Setup
HTTP
Determine CICS 3.1
Eligibility
DataPower IBM Information

WebSphere
Security Gateway Server
Application
Server
SOAP/
HTTPS
Address Verification
Service (external)

JK Enterprises Security Architecture
Business Security Services
Security Policy Infrastructure

WebSphere Service
Registry and
Repository Customer
Information
Customer Proxy/ System
Portal Intermediary
Process Server
Firewall
Firewall WebSphere
WebSphere
Portal
Other Billing System
Server
Applications
ESB
Credit Report DataPower
Agency XS40
IBM Directory Tivoli Access Tivoli Federated SAP

Server Manager Identity Manager
IT Security Services
Policy Enforcement

Infrastructure Architecture
Composite Application Management
Monitoring Account Opening

Configuring Service Management Agents Performance and Availability
Tivoli Composite Application Manager for SOA
Tivoli Enterprise Portal

Agenda

SOA IT Architecture
Getting Started

SOA Adoption: Tactical and Strategic Action Combined

SOA Goal
Market return through transformation: quicker time to production, lower costs,
competitive differentiation
Market Return through Transformation
Revenue and Profit
Strategic Vision
Incremental Adoption
Time
Two Primary Roadmap Perspectives

Strategic Vision
Business and IT statement of direction which can be used as a guideline for decision
making, organizational buy-in, standards adoption
Project Plans
Implementation projects to meet immediate needs of the current business drivers

Why IBM?
Trusted, experienced guidance based on 5700 customers*
Basic to advanced to
grow as your needs
evolve
Simplicity &
robustness for Pioneering
consumability and metrics for SOA
confidence and agility
Investment End-to-end
protection through processes based
open on industry best
standards Only vendor practices
across people,
process, and information
*# of Customers using our SOA offerings

Why IBM for SOA?

IBM understands service orientation and your business
Expertise in aligning business and IT processes
7500+ certified SOA consultants, architects, IT specialists
Dozens of SOA-enabled business solutions
Skills
Thriving ecosystem of partners (ISVs, SIs, Resellers)
2500+ partners in SOA community
3500+ assets in SOA Business Catalog
Partners
Extensive Industry experience and best practices
Over 4000 customers worldwide
Know-how & SOA Entry Points, SOA Reference Architecture, SIMM
best practices
Unmatched breadth and depth of products
Over $1B/yr invested in SOA
Leadership in open standards & 300+ SOA-related patents
Infrastructure
Leadership in Governance & Service Lifecycle
Management
Governance
IBM SOA Governance & Management Method that spans
the services lifecycle

Let's Go!
Build on SOA Successes for Greater Business Value
1. Continue to discover the value of SOA

Not just doing the same thing a different way
SOA is not just about technology, but
technology’s integration with business insight
"...IBM is the leader in the
development of SOA
2. Get Assessed! SOA Self Assessment intellectual property.... with
On-line at ibm.com/soa/assessment firm-wide SOA investment of
$1 billion, IBM will leverage
cutting-edge R&D, leading
3. Evaluate and select a SOA project to quicker SOA value and
reusable SOA assets for
clients."
4. Arrange for a SOA Workshop to begin The Forrester Wave™
North American SOA Integration, Q3
your SOA journey 2006, September 2006

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IBM SOA Architect Summit

SOA Case Study:

© 2007 IBM Corporation

JK Enterprises (JKE) Case Study

JKE Enterprise Architecture

Service Integration Maturity Model

3 SOA on your terms and our expertise

Commercial Retail e-business

Sales Service Credit Sales Service Credit Sales Service Credit

4 SOA on your terms and our expertise

5 SOA on your terms and our expertise

SOA Business Architecture

6 SOA on your terms and our expertise

SOA and Enterprise Architecture: Best Practices

Plan Define Enable Measur

SIMM SGMM SOMA

7 SOA on your terms and our expertise

Service Integration Maturity Model (SIMM) – Next Steps

SOA and IT SOA and IT

Focus on SOA Dynamically

LOB or Deploy Common Enterprise Data

8 SOA on your terms and our expertise

Identify SOA Business Determine Existing Define CoE Structure

Create the SOA Governance Framework Implement Tools and

9 SOA on your terms and our expertise

Service Design and Development

Business WebSphere SOA Design Tivoli Composite

10 SOA on your terms and our expertise

SOA Business Architecture

11 SOA on your terms and our expertise

Business New Business Relationship Servicing & Product Financial

12 SOA on your terms and our expertise

Business New Business Relationship Servicing & Product Financial

13 SOA on your terms and our expertise

Negotiate volume discounts based on combined Financial

14 SOA on your terms and our expertise

Defining Solution Scope

Account History Credit Scoring Account Owner (HQ)

15 SOA on your terms and our expertise

Service Design via SOMA

Domain Decomposition Goal Service Modeling Existing Asset Analysis

Techniques: Techniques Techniques

Services Identified Services Identified Services Identified

16 SOA on your terms and our expertise

Candidate Service Name: AR Setup

Externalized Service Description

17 SOA on your terms and our expertise

SOMA Service Specification

Building the Service Message Model Designing the Service Components

Rational Software Architect

18 SOA on your terms and our expertise

Sales Application Sales Application

19 SOA on your terms and our expertise

SOMA Service Realization

– Alternatives Business Process

• ESB Integration business state machines

• Custom EJB Development

Architectural Decisions Account

designed and deployed

20 SOA on your terms and our expertise

SOA Business Architecture

21 SOA on your terms and our expertise

The End-to-end Account Opening Solution

Information Account History Service Account Info Service