OMG SOA Workshop - Burlingame Oct 16-19, 2006 Integrating BPM and SOA Using MDA A Case Study

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1 OMG SOA Workshop - Burlingame Oct 16-19, 2006 Integrating BPM and SOA Using MDA A Case Study Michael Guttman CTO, The Voyant Group

2 Overview of Voyant H.Q. West Chester, PA Business Advanced Enterprise IT Consulting Clients Global 1000 Focus Technology Transitions Technologies MDA, SOA, BPM Capabilities Architecture, Process, Modeling, Program Mgmt. portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 2

3 Case Study Background Nationwide healthcare conglomerate 5K+ developers spread across many organizational units and geographic sites Hundreds of legacy applications on polyglot platforms, some dating back 30+ years Little common architecture or development processes; low maturity levels Many competing change initiatives BPM, SOA, SDLC portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 3

4 The Problem Rapidly changing business Health care market mutating constantly Requires new kinds of products fast! But. Legacy systems are rigid and tightly coupled No universal integrating platform or paradigm IT culture is slow to respond to change Result: Business-IT relationship under strain Portfolios not well-coordinated Poor integration and no reuse Individual projects have high risk of failure portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 4

5 Contributing Factors Business does not describe its needs and opportunities in a consistent way Business and IT speak very different solutioning languages IT does not follow consistent processes for creating, acquiring, integrating and customizing software IT projects (and resulting software) are balkanized into silos Existing layers of legacy software, hardware and muddleware compound all of the above. portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 5

6 Where Did They Go Wrong? Not for lack of trying but too many uncoordinated initiatives Top-down big-bang / next big thing with poor follow-through Lack of a truly holistic and incremental approach that covers all solutioning activities Focus on tools and technology, rather than process, organization and content Project-centric rather than program-centric planning, budgeting and governance portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 6

7 Major Constraints No one tool, process, software package or vendor can provide the answer To be successful, any new approach needs to be iteratively customized over time Successfully adopting and adapting new approaches requires a well-organized and well-coordinated change initiatives portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 7

8 New Buzzwords BPM Business Process Modeling Identify the key elements of the business and their relationships Use these to model as-is / to-be business processes Promise: the business becomes more aligned and agile SOA Service-Oriented Architecture Break down current/future computing systems into reusable services Make these services widely available on a standardized enterprise services bus (ESB) Promise: IT becomes more aligned and agile portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 8

9 BPM+SOA - The New Holy Grail? Business Process Experts Business Domains A P P L I C A T I O N S B U S I N E S S P R O C E S S E S Systems Experts IT Domains B U S I N E S S S E R V I C E S C O M P U T I N G S E R V I C E S C O M P U T I N G A S S E T S portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 9

10 The Hope Much more rapid time-tomarket Significantly improved solutions quality Significantly lower solutions lifecycle costs End-to-end traceability requirements to deployment Improved portfolio management and IT governance Improved overall business-it alignment portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 10

11 But Is This BPM+SOA Really Feasible? Can all of our various business units agree on a common set of business concepts and processes? Can these common business elements actually be transformed into a set of executable business services? Can these business services readily be mapped to legacy systems? Are there reasonably mature tools and processes to support and manage all of the above? Will the new tools and processes integrate with those we already have in place? WILL OUR PROJECT/PROGRAM MANAGERS USE IT??? portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 11

12 Is There A Bridge? BPM? SOA Promotes consistency? Uses same language? Removes silos? Deals with legacy? portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 12

13 What It Might Look Like Business Analyst Business Models Solution Models Separation of concerns Multiple viewpoints Multi-level reuse Precise information flows Full traceability Solutions Designer Implementation Models Software Designer Software Implementer Deployable Software portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 13

14 Could It Be MDA? Business Analyst Computationally Independent Model (CIM) Solutions Designer Platform Independent Model (PIM) Software Designer Platform Specific Model (PSM) Software Implementer Deployable Software portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 14

15 Why MDA? Based on proven best practices and open standards Supported by 900+ OMG members Widely implemented in commercial and open source tools Applicable to a wide range of business and computing problems Highly adaptable to different organizations, project types, toolsets, technologies, etc. Supports all forms of development and deployment, including outsourcing and offshoring Complements and integrates BPM and SOA portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 15

16 Enabling BPM+SOA Define a formal enterprise architecture based on BPM+SOA Model the information (metadata) flow from business models to executable software. Establish a well-defined process to manage that flow. Configure and manage a heterogeneous tool chain to help support all of the above. portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 16

17 How It All Fits Business Business Requirements Requirements New New Business Business Models Models New New Service Service Models Models New New Implementation Implementation Models Models CIM PIM PSM Enterprise Reuse Repository Reusable Reusable Business Business Model Model Patterns Patterns Reusable Reusable Service Service Model Model Patterns Patterns Reusable Reusable Design Design Model Model Patterns Patterns Deployed Deployed Software Software Components Components Deployed Reusable Reusable Deployed Deployed Components Components portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 17

18 The Concerns Can it work in my company? Is it really worth the time, cost, effort and risk to realize the vision? What will the to-be state of our organization really look like? Whose going to do it? How do we manage/govern our organization s transition to BPM+SOA and MDA? How are we going to pay for all this? portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 18

19 Considering The Risks BPM+SOA with MDA sounds great, but it still looks risky: Significant re-tooling, re-skilling costs Major impacts on many stakeholders Challenging to roll out across a large organization Must be adapted to legacy processes, tools, and structures: Formal/informal; varying levels of maturity Based on existing organizational structure Based on existing tools and skill sets Covering a wide variety of IT activities portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 19

20 Managing the Risks Set up a Center-of-Expertise (COE) Provides overall management and governance of the transition as multiyear uber-project Organize transition activities into well-defined stages, phases, and tracks, where: Each stage results in new maturity level Each phase (within a stage) has distinct transition deliverables Each track is a major competency area Typical long-term transition timeframe: Large organization: 3-5+ years Smaller organization 1-3 years portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 20

21 Typical BPM+SOA Transition - Stages and Tracks Foundation Initial Extended Systematic Transition Mngt. Enterprise Arch. Business Modeling Solutions Lifecycle Process Governance Enterprise Infrastruct. Pilot Projects Establish COE Develop initial strategy/plan Establish core principles Define/deploy initial processes and governance Conduct initial training Define/deploy initial pilot solutions Demonstrate ROI with opportunistic projects Refine transition strategy planning Define initial solution architecture and model taxonomy Enhance processes, tools, governance Expand training and mentoring activities Demonstrate reuse and ROI in full production projects Develop detailed portfolio-based transition plans Refine enterprise and solution architecture Refine new processes, tools, governance Finalize training programs Systematically reengineer legacy, 3 rd party core systems Define new processes for all stakeholders Plan/execute transitions for all solution domains Standardize enterprise and solution architecture Standardize and proliferate training Finalize, standardize new processes, governance Complete reengineering of core systems Increased Maturity Levels portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 21

22 BPM+SOA Phases (for each stage) Plan Transition Strategy and Plan Develop Deploy Release Ongoing Program Management Pilot Initiation Review Review Review Vision and Readiness Assessment Review Solution Architecture Initial Pilot Projects Requirements Capabilities Pilot Architecture Infrastructure, Tooling, Lifecycle, Governance Pilot Initial Solutions Pilot Solution 1 Pilot Solution 2 Pilot Solution 3 Refine Infrastructure, Tools, Lifecycle, Governance Define, Develop New Supporting Services General Release Architecture, Infrastructure, Tooling, Lifecycle, Governance. Deploy New Services Review Go To Next Transition Stage portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 22 Time

23 BPM+SOA Transition - Customizing the Details The transition must be continuously customized at each stage to help: Introduce specific new tools, processes, techniques for specific different kinds of activities, such as: Minor upgrades and small enhances Customizing COTs Managing outsourced development Integrating legacy systems Major initiatives Integrate with and adapt to specific legacy processes, tools and organizational structures Clearly define the roles, tasks, etc. for all stakeholders in activities at stage/phase of the transition Directly involve the stakeholders themselves in the transitioning process. portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 23

24 Using MDA To Manage the Transition Apply MDA s CIM-PIM-PSM pattern to the transition itself: Business Model (CIM) model business/it solutioning domain Solutions Model (PIM) adapt CIM to a model-driven process based on BPM+SOA Implementation Model (PSM) customize PIM to specific tools, techniques, project types, organizational structures Deployment plan and execute of each transitioning activity (we call these engagements ) within each stage, phase, and track Give all this a cool new name (and acronym!): Model Driven Solutioning (MDS) portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 24

25 MDS - High Level Overview Transition Architect Business Models for Solutioning Process Designer Model-Driven Solutioning Process Models Program Manager Detailed Engagement Models Project Manager Engagement Activities portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 25

26 MDS - Major Advantages Provides formal way to plan, manage, and customize the transition to BPM+SOA (or anything else!) Helps communicate both modeling and transition concepts Involves all stakeholders in the transitioning process Supports iterative, just-in-time approach for transition: Progressively change, enhance, and customize engagement models and transition deliverables during every stage/phase Can be used to help automate production of: Project plans and documentation RFIs, RFPs, RFQs Tooling configurations Training materials More portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 26

27 MDS Example - Metamodel Fragment portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 27

28 MDS Results Provides a single frame-ofreference to all transition stakeholders Being used to sell BPM+SOA to: Business IT management Project/program managers Concurrently piloted in: requirements capture activities real IT production projects portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 28

29 Conclusions BPM and SOA are promising approaches, but need conceptual glue (like MDA) to work together Transitioning large organizations to any new approach can be a difficult problem: Many different kinds of stakeholders and activities Must be managed and governed Ad hoc approaches don t scale Fortunately, MDA can also help manage the transition portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 29

30 Questions? portions Copyright 2006 The Voyant Group, LLC. All Rights Reserved Worldwide Slide 30

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