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Business Consulting Services © Copyright IBM Corporation 2005 Service-Oriented Modeling and Architecture: from Business Intent to IT Realization OMG SOA/WS/MDA workshop Orlando, FL, March 21-24 2005 Luba Cherbakov, Distinguished Engineer IBM Global Services

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Page 1: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

Business Consulting Services

© Copyright IBM Corporation 2005

Service-Oriented Modeling and Architecture: from Business Intent to IT Realization

OMG SOA/WS/MDA workshop Orlando, FL, March 21-24 2005

Luba Cherbakov, Distinguished EngineerIBM Global Services

Page 2: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

2

Business Consulting Services

© Copyright IBM Corporation 2003

Agenda

Bridging Business-IT Gap- Component Business Modeling- SOA

Service Oriented Modeling and Architecture Overview- Overview- Example

Q/A

Page 3: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

Greater flexibility is required from business models and the supporting IT.Service-Oriented Modeling and Architecture (SOMA) provides in-depth guidance on how to move from business models to the models required by an SOA

TransformationBusiness Process Outsourcing

Mergers, Acquisitions & Divestitures

On Demand Operating Environment

Requires

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Development Infrastructure Management

Services Oriented Architecture (SOA)

Software Development

Integration InfrastructureManagement

Serv

ice-

Orie

nted

Mod

elin

g

Flexible Business

Flexible IT

Page 4: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

4

Business Consulting Services

© Copyright IBM Corporation 2003

Agenda

Bridging Business-IT Gap- Component Business Modeling- SOA

Service Oriented Modeling and Architecture Overview- Overview- Example

Q/A

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

Page 5: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

The IBM Component Business Modeling (CBM) framework is an alternative to traditional views of a business - the building block of a component business model is a ‘business component’

Business Component

Activities

Resources

Applications

Infrastructure

Business Purpose Business Services

Com

ponent Governance

Each business component has differentiated capabilities

Each business component defines and decides on the use of all resources needed to perform the defined activities

Each business component has a governance structure within which it manages its activities

Each business component has business services which form the interfaces to other business components

Business Component Elements

A component is a business in microcosm. It has activities, resources, applications, infrastructure. It has a governance model. It provides goods and services (business services)

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

Page 6: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

We use a Business Component Map as a tabular view of the business components in scope

Example component business model for the credit card industry

Columns are Business Competencies, defined as large business areas with characteristic skills and capabilities, for example, product development or supply chain.

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

A Business Component is a part of an enterprise that has the potential to operate independently, in the extreme as a separate company, or as part of another company.

An Accountability Levelcharacterizes the scope and intent of activity and decision-making. The three levels used are Directing, Controlling and Executing.

Directing is about strategy, overall direction and policy.Controlling is about monitoring, managing exceptions and tactical decision makingExecuting is about doing the work

Page 7: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

CBM can be very helpful in framing client issuesExample 2: sourcing

Example component business model for the credit card industry

1.We can highlight non-differentiated capabilities that present potential opportunities for alternate sourcing strategies

2.We can identify candidates for Business Transformation Outsourcing

3.We can identify candidates where there are Utility offerings

4.We can identify partners with better capabilities

BTO

BTO

BTO

Utility

UtilityUtility

© 2004 IBM Corporation

Page 8: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

8

Business Consulting Services

© Copyright IBM Corporation 2003

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

CBM can be very helpful in framing client issuesExample 3: technology

Example component business model for the credit card industry

1. We can map existing applications infrastructure onto the business map

2. We can identify where there are systems duplications

3. We can highlight where there are gaps

4. We can highlight where systems have been overextended

Page 9: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

9

Business Consulting Services

© Copyright IBM Corporation 2003

Agenda

Bridging Business-IT Gap- Component Business Modeling- SOA

Service Oriented Modeling and Architecture Overview- Overview- Example

Q/A

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

Page 10: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

What is Service-Oriented Architecture?

“SOA in context …”

- a set of services that a business wants to expose to their customers and partners, or other portions of the organization

- an architectural style which requires a service provider, requestor and a service description

- a set of architectural principles, patterns and criteria which address characteristics such as modularity, encapsulation, loose coupling, separation of concerns, reuse, composability and single implementation

- a programming model complete with standards, tools and technologies such as Web Services

Business

Implementation

Architecture

SO

MA

focus

Page 11: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

An SOA is composed of multiple layers that decouple the provider and consumer views

SO

MA

focus

Data A

rchitecture

Quality of Service

Integration

PackageCustom Application

Custom Application

Package

consumers

business processesprocess choreography

servicesatomic and composite

components

existing applications

Composite serviceAtomic service

Service C

onsumer

Service P

rovider

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

ComposableServices

(SOA)

ComposableProcesses

(IBMComponent

Business Modeling)

Serv

ice-

Orie

nted

Mod

elin

g

Page 12: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

12

Business Consulting Services

© Copyright IBM Corporation 2003

Agenda

Bridging Business-IT Gap- Component Business Modeling- SOA

Service Oriented Modeling and Architecture - Overview- Example

Q/A

Page 13: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

At the heart of SOMA is the identification and specification of processes (flows), services, and components that will realize them

<< Output to: SOA Implementation >>

RealizationDecisions

Specificationof Services, Components, Flows

Identificationof candidate Services, Components, and Flows

<< Input from: Business Componentization/Analysis >>

SOMA activities are grouped into three major stepsSOMA Identification discovers candidate services, enterprise components and flows SOMA Specification makes service exposure decisions, and specifies the services and enterprise components to realize themSOMA Realization captures realization decisions

Page 14: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

Agenda

Bridging Business-IT Gap- Component Business Modeling- SOA

Service Oriented Modeling and Architecture - Overview- Example

Q/A

Page 15: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

Rent-a-car “hot” components

Execute

Control

Direct

Business AdministrationRental Fleet LogisticsRentals managementProductsMarketing & Customer Mgt.

Customer Segmentation

Customer Behavior Modeling

Market & Competitor Research

Segmentation Management

Preferred Member Mgmt

Mass Marketing & Advertising

Customer Relationship Strategy

Channel & Location Profitability

Location Operations Management

Reservations Management

OEM Relationship Planning

Fleet Strategy

Fleet Planning

Call Center

Campaign Management

Customer Communications

Marketing Strategy & Planning

Target Marketing

Product Development / Design

Rental Product Strategy

Demand Forecasting

Purchasing / Sourcing

Location Design & Layout

Location & Channel Strategy

Channel Design & Layout

Time & Attendance

Workforce Management

OEM Performance Management

In-bound Logistics

Location Operations

Fleet Servicing

Corporate / LOB Strategy

Financial Management & Planning

Real Estate Planning

Alliance Management

Business Performance Reporting

Legal & Regulatory Compliance

Real Estate & Construction Management

Risk Management

Stock Ledger

HR Management (Career Dev., Training, Recruiting)

Corporate Audit

Corporate Accounting (GL, AP, A/R, Treasury, etc.)

HR Administration / Payroll

Indirect Procurement

PR & Investor Relations

Pricing Management

IT Systems & Operations

Rentals & ReservationsCustomer Service

Promotions Management

Fleet Management

E X A M

P L E For illustration only

Page 16: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

Rent-a-car Rentals and Reservations “hot” component with collaborating components, component descriptions and business process

Fleet

Management

Promotions

Management

Customer

Service

Vehicle Availability

Location Promotions

Customer Profile

Location Information

Rentals & Reservations

Vehicle Availability

Reserve Vehicle

Check Rates

Check-In Vehicle

Check-Out Vehicle

Customer Profile Location Promotions

Location Information

Rent VehicleOffered Service

Consumed Service

E X A M

P L E For illustration onlyRentals &

ReservationsExecute level Biz component; Provides business services related to vehicle rental reservations; Provides support for both the reservations and rentals business processes

Customer Service Execute level Biz component; Responsible for servicing the customer; Offers, among other things, services relating to maintenance of customer profile

Promotions Management

Control level Biz component; Responsible for the management of promotions across the board

Fleet Management Execute level Biz component; Responsible for providing services around Fleet management, Fleet availability, etc

Rent VehicleBusiness Process

ReserveVehicle

Check-outVehicle

Check-inVehicle

Page 17: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

Rent-a-car Goals and Key Performance Indicators (KPIs)

Goal KPI

Increase the speed and agility in delivering new business services

Time to deliver a new business service = 2 wks

Streamline processes to reduce operating costs

Operating cost reduction from July 2004 levels = Reduce by 20% after deployment of services platform

Increase Revenue by 20% by the end of FY2005

Revenue increase in FY2005 over FY2004 = 20%

E X A M

P L E For illustration only

Goal: Business aspiration, usually high–level KPI: Measurable Objectives

Page 18: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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Business Consulting Services

© Copyright IBM Corporation 2003

SOMA identifies services through three complementary techniques

Top Down Analysis

Bottom-up Analysis

Service Specification

Helps Scope Service Identification Process

Align Serviceswith Business Goals

Domain Decomposition

Goal-ServiceModeling

Existing AssetAnalysis

Domain Decomposition (Top Down Analysis)Existing Asset Analysis (Bottom-up Analysis)Goal-Service Modeling

Identification

Specification

Realization

Page 19: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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© Copyright IBM Corporation 2003

Rent-a-car Domain Decomposition Analysis Identification

Specification

RealizationDomains

Functional Areas

Rental ReservationsFleetManagement PricingPromotions

ManagementCustomerService

FunctionalArea

Marketing &Customer

ManagementProducts Rental

Fleet LogisticsRentals

ManagementDomain

E X A M

P L E For illustration only

1.2Check-out

Vehicle

1.3Check-inVehicle

0.Rent Vehicle

1.1.2Make

Reservation

1.1.1CheckRates

1.2.1Locate

Reservation

1.2.2Modify

Reservation

1.2.3Create Rental

Agreement

1.2.4Sign-out

Vehicle from Lot

1.3.1Locate Rental

Agreement

1.3.2Process Return

Information

1.3.3ProcessPayment

1.3.4Return

Vehicle to Lot

1.1ReserveVehicle

1.1.1.1Get Location(pick-up/

drop-off)

1.1.1.2Get Date / time(pick-up/

drop-off)

1.1.1.3ChooseVehicle

1.1.1.4Get OptionsInformation

1.1.1.5Check VehicleAvailability

1.1.1.6Offer Rates For Selection

1.1.2.1Confirm Rental

Information

1.1.2.2Get CustomerInformation

1.1.2.3Get PaymentInformation

1.1.2.4ConfirmReservation

1.1.2.5CreateReservation

Page 20: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

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© Copyright IBM Corporation 2003

Rent-a-car Top-Down service identificationE X A

M P L E

For illustration only

Rent Vehicle

Reserve Vehicle Check-in Vehicle

Check-out Vehicle

business processesprocess choreography

servicesatomic and composite

components

Data A

rchitecture

Quality of Service

Integration

existing applications

Identification

Specification

Realization

Page 21: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

21

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© Copyright IBM Corporation 2003

Identification

Specification

Realization

Rent-a-car Goals, sub-goals as recorded in the Goal-Service Model, and services identified for sub-goals

Goal-Service ModelIncrease Revenue by 20% by the end of FY2005

- Introduce New Products- Introduce New Channels- Increase Revenue per transaction

Up-sell higher class vehicle - Understand Customer Profile- Determine types of Up-sell vehicles- Check vehicle availability

Cross-sell additional options- Purchase options individually- Purchase option packages

Cross-sell Partner services- Reserve Hotel rooms- Reserve Airline tickets- Book destination attractions- Sell Navigation equipment post-rental

E X A M

P L E For illustration only

Page 22: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

22

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© Copyright IBM Corporation 2003

Identification

Specification

Realization

Rent-a-car Existing Asset Analysis examines existing applications to discover functions that may become service realizations

Rent Vehicle

Reserve Vehicle Check-in Vehicle

Check-out Vehicle

business processesprocess choreography

servicesatomic and composite

components

Data A

rchitecture

Quality of Service

Integration

existing applications

IMS DBIMS Transactions

ModifyReservation

DisplayReservation

CreateReservation

CancelReservation

RateShop

???

“dip” into realization

E X A M

P L E For illustration only

Page 23: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

23

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© Copyright IBM Corporation 2003

Identification

Specification

Realization

Rent-a-car Specification and Realization activities complete analysis and design

Rent Vehicle

Reserve Vehicle Check-in Vehicle

Check-out Vehicle

business processesprocess choreography

servicesatomic and composite

components

Data A

rchitecture

Quality of Service

Integration

existing applications

IMS DBIMS Transactions

ModifyReservation

DisplayReservation

CreateReservation

CancelReservation

RateShop

ModifyReservation

DisplayReservation

CreateReservation

CancelReservation

RateShop

Reservation Enterprise Component

Vehicle Component

CustomerComponent

Rating Component

Permissions Component

Permissions Component

Event NotificationComponent

Session ManagementComponent

PersistenceComponent

Queue Mgmt.

Component

Data Access Component

Transaction Mgmt.

Component LogComponent

AuditComponent

E X A M

P L E For illustration only

Page 24: Service-Oriented Modeling and Architecture: from · PDF fileService-Oriented Modeling and Architecture ... The IBM Component Business Modeling ... Example component business model

24

Business Consulting Services

© Copyright IBM Corporation 2003

Agenda

Bridging Business-IT Gap- Component Business Modeling- SOA

Service Oriented Modeling and Architecture - Overview- Example

Q/A