Dirk Krafzig: Soa & BPM

2004-2005 by Dirk Krafzig
Enterprise SOA
Dirk Krafzig SOA & BPM

Connected Systems Architect Forum London 16th 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
Enterprise SOA


Summary

IT / Business alignment
Enterprise SOA
Management support Functional specification Architecture Team skills Focus of this talk
Hot topics
Enterprise SOA
Articles
Conferences
Books
BPM
Blogs
SOA
White papers
Websites
Web
Enterprise SOA
1
Engine
Google Search text service oriented architecture business process management message oriented middleware
11,300,000 hits 3,110,000 hits 1,215,073 hits
Yahoo
MSN
103,000,000 hits
59,800,000 hits
17,926,241 hits
295,000 hits
200,000 hits
20,253 hits
recipe pina colada
69,200 hits
102,000 hits
504,314 hits
12 May 2005
Visit the leading Website for SOA Architects 6
Arriving in the Real World
Enterprise SOA
Products
Articles
Conferences
Books
BPM
SOA
White papers
Blogs
Websites
Mission critical projects
Standards
Enterprise SOA


Summary
SOA & BPM complement one another
Enterprise SOA
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 ...
Model of business processes and their IT support High-level view of business demands Implicit construction plan for applications Made for specific business purpose
Enterprise SOA
1
Example 1: BPM needs SOA
10
BPM needs SOA: BPM Architecture

... in an ideal world
Enterprise SOA
App App
App
Utilize existing applications
W orkbasket
BPMS
App App App
App
Integrate existing business logic and data
11
BPM needs SOA: "Shortcuts"

..., driven by costs and efforts of integration, little perception of the consequences
Electronic forms
App App App
Workbasket extensions
Enterprise SOA
W orkbasket
BPMS
App
App
"Tiny" scripts
App App
Database connectors
... etc.
BPM needs SOA Utilization of existing systems Live sharing of data and functionality Reduction of
Redundancy Complexity Maintenance costs Project risks
Enterprise SOA
App App
App
W orkbasket
BPMS
App App App
App
Increase of agility
SOA provides functional infrastructure
13
Enterprise SOA
2
Example 2: SOA needs BPM
14
SOA needs BPM: Enabling reuse

Application Landscape
Enterprise SOA
Service
Service Service Service Service
SOA Organization
www.enterprise-soa.com Visit the leading Website for SOA Architects
Service Service Service ServiceService Service Service Service Service
15
Enterprise SOA
Service
Use / reuse
Service Service Service
Service Service Service ServiceService Service Service Service Service
Create new applications
16
SOA needs BPM: Enabling reuse SOA is well-suited to allow reuse

Service implements a business concept or a high level entity facilitating strong IT/Business alignment Right granularity
Enterprise SOA
BUT this is not enough

Reuse can only take place if one identifies the services with the greatest potential
Enterprise SOA
Application Landscape
Use / reuse
Se rvi ce
SOA Organization
Feedback loop
BPM facilitates
Programme management
Metrics High-level service specs
Business value
18
Shared Roadmap of SOA & BPM
Enterprise SOA
SOA
1
BPM
...
Agility Cost-efficiency "Compliance"
Architecture board Programme management Enterprise repository IT valuation IT/Business alignment
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?
20
Enterprise SOA


Summary
21
Reference Architecture
Enterprise SOA
Enterprise Layer Process Layer Intermediary Layer Basic Layer
GUI
Batch
B2B
P.-centric Service
BPMS
Tech Gateway
Facade Adapter
Datacentric S.
Funct.centric S.
22
Enterprise SOA
GUI
Batch
B2B
Key assets P.-centric Service of SOA

Tech Gateway Adapter
BPMS
Facade
Datacentric S.
Funct.centric S.
23
Enterprise SOA
GUI
Batch
B2B
P.-centric Service
BPMS
Tech Gateway
Facade Adapter
Funct.Data- assets Key centric S. centric S. of BPM
24
BPM Maturation
Different levels of BPM maturation
Enterprise SOA
Process Layer
P.-centric 2 Service
BPMS
No Process Layer; Processes spread over Application Frontends Processes encapsulated in explicitly implemented process centric services Usage of Business Process Management System
BPM Maturation
1 2
Process-centric service Process-enabled High
3
BPMS Process-enabled Very high1
Enterprise SOA
1
Description Expansion stage Development costs/complexity Maintenance costs/complexity Agility Indicated proc. complexity Indicated frequency of change Necessary team skills
Spread process logic Fundamental or Networked Low
High Medium Low or medium
Medium High High
Low Very high High
Low Low (e.g. Early phase of SOA adoption)
Medium
High
Very high
Very high
BPMS needs introduction of an infrastructure. As soon this infrastructure is in place and all necessary skills are available the development costs drop significantly. Visit the leading Website for SOA Architects 26
Enterprise SOA


Winterthur 1 Halifax Bank of Scotland 2 CNP 3
Summary
27
Case Study: Winterthur

Leading Swiss insurance company
Spread process logic
1 2
Enterprise SOA
Credit Suisse Group Premium income of SFR 33.5 billion (= 21.6bn) in 2003 Reported assets under management of 138.7 billion (= 89.5bn) 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
Application landscape
OS/390 PL/I, COBOL CICS, IMS
More details:

Objectives
Enabling new breed of projects
1 2
Enterprise SOA
SOA Strategy

Low front-up investments Low risks Leverage existing team
Business processes across business units New access channels for customers, partners, and back office staff
Winterthur's ePlatform Reuse of existing legacy applications Evolutionary CORBA PL/I
29
1 2
Enterprise SOA
3
Basic service Trad. client Web app Rich client Portal
Basic service
Basic service
Basic service
Basic service
Tightly coupled domain
Tightly coupled domain
30
Case Study: IF.COM

Halifax Bank of Scotland
Process-centric services
1 2
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
Intelligent Finance
HBoS spin-off Greenfield project
HBoS' Application Landscape

Backends: OS/390, UNIX, CORBA, MQSeries Frontends: Visual Basic/IIS, C++/IVR-Solution, Java/Call Center-Solution
More details:
Case Study: IF.COM

Objective
Internet banking approach of HBoS New bank after less than 12 month Multi channel architecture
Internet Call Center IVR
1 2
Enterprise SOA
SOA Strategy
Innovative banking products Reuse of HBoS' backend systems Integration of frontend-channel technologies Process-centric service implemented by OnePlanEngine
32
Case Study: IF.COM
1 2
Enterprise SOA
3
OnePlan engine Call Center Web app IVR Email
Account Mortgage
Credit scoring
Loan
33
Case Study: CNP

Frances leading life, health and pension insurance company
1 2
BPMS
Enterprise SOA
Application landscape
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, Different backend systems: IBM Z/OS and 390, Bull GCOS 8/7, Linux Home grown middleware + Tuxedo Various packaged systems Multiple COBOL applications J2EE development, Portal based applications
More details: http://www.prima-solutions.com

Case Study: CNP

Objective
Selection of strategic development platform as the base for future applications Long-term renovation roadmap 7 x 24 Flexible indirect sales channels Insurance Reference Model Business Rules BPM (based on BPEL) Service Orchestration Framework (based on BPEL) SOA Integration Framework
1 2
Enterprise SOA
SOA Strategy based on Prima Platform
35
Case Study: CNP
1 2
Prima Platform
Enterprise SOA
Source: Prima Solutions

Case Study: CNP
1 2
Enterprise SOA
3
Enterprise Layer Prima Platform Process Layer Intermediary Layer Basic Layer Individual frontend channels Portal Framework Business Process Management Reference Model
Service Orchestration Business Service Integration

Customers backend systems
37
Enterprise SOA


Summary
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
39
Enterprise SOA
Thank you for your attention

http://www.enterprise-soa.com
40

Dirk Krafzig: Soa & BPM

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2004-2005 by Dirk Krafzig

Dirk Krafzig SOA & BPM

SOA & BPM Complement One Another

Reference Architecture Case Studies

Visit the leading Website for SOA Architects

Success Factors of Enterprise IT

SOA & BPM Complement One Another

Reference Architecture Case Studies

Visit the leading Website for SOA Architects

Success Factors of Enterprise IT

Visit the leading Website for SOA Architects

Visit the leading Website for SOA Architects

recipe pina colada

Arriving in the Real World

Mission critical projects

Visit the leading Website for SOA Architects

Success Factors of Enterprise IT

SOA & BPM Complement One Another

Reference Architecture Case Studies

Visit the leading Website for SOA Architects

SOA & BPM complement one another

Enable and fertilize each other

Visit the leading Website for SOA Architects

Visit the leading Website for SOA Architects

BPM needs SOA: BPM Architecture

Utilize existing applications

App App App

Integrate existing business logic and data

Visit the leading Website for SOA Architects

BPM needs SOA: "Shortcuts"

App App App

SOA provides functional infrastructure

Visit the leading Website for SOA Architects

Visit the leading Website for SOA Architects

SOA needs BPM: Enabling reuse

Service Service Service Service

Service Service Service ServiceService Service Service Service Service

SOA needs BPM: Enabling reuse

Service Service Service

Service Service Service ServiceService Service Service Service Service

Create new applications

Visit the leading Website for SOA Architects

SOA needs BPM: Enabling reuse SOA is well-suited to allow reuse

BUT this is not enough

SOA needs BPM: Enabling reuse

Metrics High-level service specs

Visit the leading Website for SOA Architects

Shared Roadmap of SOA & BPM

Agility Cost-efficiency "Compliance"

Architecture board Programme management Enterprise repository IT valuation IT/Business alignment

Visit the leading Website for SOA Architects

How does it work?

But how do they exactly work together?

Visit the leading Website for SOA Architects

Success Factors of Enterprise IT

SOA & BPM Complement One Another

Reference Architecture Case Studies

Visit the leading Website for SOA Architects

Enterprise Layer Process Layer Intermediary Layer Basic Layer

Visit the leading Website for SOA Architects

Enterprise Layer Process Layer Intermediary Layer Basic Layer

Key assets P.-centric Service of SOA

Visit the leading Website for SOA Architects