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getting serious about getting serious about SOA Governance Barbara Nadalini, RFD & Associates Governance Practice Manager Copyright © RFD, Inc. 2008 & Oracle Software Sales

getting serious aboutgetting serious about SOA Governance

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Page 1: getting serious aboutgetting serious about SOA Governance

getting serious aboutgetting serious aboutSOA Governance

Barbara Nadalini, RFD & AssociatesGovernance Practice Manager

Copyright © RFD, Inc. 2008

g& Oracle Software Sales

Page 2: getting serious aboutgetting serious about SOA Governance

Agenda

• What is Governance and why we need it

Agenda

• What is Governance and why we need it

• Elements of an SOA Governance Frameworke e s o a SO Go e a ce a e o

• SOA Governance Technologies and Tools

• Five Step Action Plan

Copyright © RFD, Inc. 20082

Page 3: getting serious aboutgetting serious about SOA Governance

What we know about Governance

Governance involves more than technology The right mix of1

What we know about Governance

Governance involves more than technology. The right mix of people, process and technology is required for success.1

2Governance is a key requirement for a smooth transition to SOA. It can make business alignment & business value a reality, while reducing risk and facilitating cost savings.

3 Governance should extend throughout the entire SOA lifecycle, from planning and design through runtime and retirement.

Copyright © RFD, Inc. 20083

Page 4: getting serious aboutgetting serious about SOA Governance

Why we need Governance• Business Value

– Ensure that project investments yield business

Why we need Governance

Ensure that project investments yield business value

• Alignment – Keep SOA aligned with the business and

architecture and in compliance with business and IT policies

• Business AgilityGain visibility into your SOA for more rapid– Gain visibility into your SOA for more rapid decision making

• Risk Reduction – Control dependencies manage the impact ofControl dependencies, manage the impact of

change, enforce policies

• Cost savings – Promote consolidation, standardization, and

Copyright © RFD, Inc. 2008

reuse

4

Page 5: getting serious aboutgetting serious about SOA Governance

Lack of Governance Inhibits SOA Adoption

39%

40%

50%

Performance and reliability

Difficulty building an SOA roadmap

Lack of SOA governance

33%

39%

39%

33%Lack of service infrastructure technology

Unresolved security issues

Incomplete/immature standards

Performance and reliability

24%

27%

33%

Difficulty determining where/how to start

No reference architecture

Lack of service infrastructure technology

8%

3%

21%

Other

Funding/budget issue

Identifying the new application or service to build

5%

3%

0% 10% 20% 30% 40% 50% 60%

Nothing

Don't know

Copyright © RFD, Inc. 2008

Q: What, if anything, has or will inhibit SOA adoption at your company?

Base: 592 (Among qualified respondents)5

5

Page 6: getting serious aboutgetting serious about SOA Governance

Common Pain PointsCommon Pain Points

• Increasing (SOA) complexity• Lack of visibility

f• Inability to manage impact of change• No ability to measure results• Lack of trust• Lack of trust• Inability to manage service proliferation• What is YOUR pain?What is YOUR pain?

Copyright © RFD, Inc. 20086

Page 7: getting serious aboutgetting serious about SOA Governance

End to End SOA GovernanceDesign Business

Processes & Apps Build SOA Portfolio

End-to-End SOA Governance

1 2

6Evolve and Optimize

1

3

5

Select SOA Design PatternBusiness Processes

and Composite Apps

45

Implement Component Services, Composite Business

Monitor Service Level Agreements and KPIs

, pProcesses & Apps

- Develop reusable SOA portfolio based on SOA reference architecture- Ensure the portfolio’s integrity via interoperability compliance- Facilitate collaborative SOA transformation via best-practices

Copyright © RFD, Inc. 2008

p- Get confidence in production via runtime monitoring and policy enforcement

Page 8: getting serious aboutgetting serious about SOA Governance

Governance DefinedGovernance Defined

• Governance is informed, accountable, auditable decision makingauditable decision making

Copyright © RFD, Inc. 2008

Page 9: getting serious aboutgetting serious about SOA Governance

SOA Governance DefinedSOA Governance Defined

• SOA Governance is informed, accountable, auditable decision making about…..g

the design production deploymentthe design, production, deployment, consumption, and operation of serviceswhich deliver measurable value in an SOAwhich deliver measurable value in an SOA framework.

Copyright © RFD, Inc. 2008

Page 10: getting serious aboutgetting serious about SOA Governance

Role of SOA GovernanceRole of SOA Governance

The role of SOA governance is to ensure that:

• services are aligned with business requirements

• services are aligned with architectural requirements

• services deliver measurable business value• services deliver measurable business value

Copyright © RFD, Inc. 2008

Page 11: getting serious aboutgetting serious about SOA Governance

SOA Governance Framework

SOAGovernance

Process

SOA Principles & PoliciesHigh level principals andpolicies about how SOAe policies about how SOAis used and governed

SOA Strategy & Roadmap SOSO

AGov

erna

nce

truct

ures Drives

Supports

E

SOAOrganization

Structure

Reference Architecture, Standardsand Guidelines that

feed into SOA Roadmap

SOA Services Infrastructure

OA A

sset PoA S

egmentation

Arc

hite

ctur

e oc

esse

s an

d S

t

Influences

AlignDrives

IT Portfolionterprise D

ecisCom

plem

ents

&

Influ

ence

s

SOA Services InfrastructureShared Business, Common Services

and Infrastructure components

ortfolion D

ecisions

rpor

ate,

IT, A

Exis

ting

Pro

Utilize

Enables

osions

C

SOACommunication

& Tools

SOA InvestmentWhich prioritized SOAinitiatives to invest in

Cor

Copyright © RFD, Inc. 2008

Page 12: getting serious aboutgetting serious about SOA Governance

SOA Governance Framework

• Single source of truth for

SOA Governance Framework

SOA portfolio

• Manages SOA assets/projects and associated metadata

P id d d

SOA Asset Management

• Provides dependency tracking and impact analysis

• Automates collection of assets and metadata from multiple sources

• Provides runtime reference for bindings and policies

Pro ides str ct re and• Provides structure and automation to SOA lifecycle

• Tracks usage and compliance for visibility into ROI

Copyright © RFD, Inc. 200812

Page 13: getting serious aboutgetting serious about SOA Governance

SOA Governance Framework

• Centralized management of

SOA Governance Framework

SOA Asset Management Centralized management of policy artifacts for versioning and change control

• Distributed enforcement across the SOA infrastructure

Policy Management and Enforcement

the SOA infrastructure

• Enables continuous design-time policy validation

• Ensures policy compliance th h t th lif lthroughout the lifecycle

• Enables direct control over SOA lifecycle

Copyright © RFD, Inc. 200813

Page 14: getting serious aboutgetting serious about SOA Governance

SOA Governance FrameworkSOA Governance Framework

SOA Asset Management • Provides structured contract between consumer and provider

• Enables policy-based terms Policy Management and

Enforcement

p yof use

• Enforces contracts via business, SLA and security policiespolicies

• Provides foundation for shared services modelConsumer Management

Copyright © RFD, Inc. 200814

Page 15: getting serious aboutgetting serious about SOA Governance

SOA Governance Framework

• Central management of

SOA Governance Framework

SOA Asset Management • Central management of distributed, and heterogeneous SOA

• Visibility of end-to-end ser ice net orks

Policy Management and Enforcement

service networks

• Monitors, diagnoses and ensures service levels

• Tracks enforcement ofTracks enforcement of service contracts

• Tracks Quality of Service

• Surfaces metrics and Consumer Management

analytics for decision support

SOA Monitoring and Management

Copyright © RFD, Inc. 200815

Page 16: getting serious aboutgetting serious about SOA Governance

Realizing Full Lifecycle GovernanceRealizing Full-Lifecycle Governance

Gain visibility and control throughout the entire lifecycle.

Track and measure compliance; d t t ROI & ltdemonstrate ROI & results.

Align with architecture and business objectives.

Copyright © RFD, Inc. 200816

Page 17: getting serious aboutgetting serious about SOA Governance

SOA Governance – Tools and Technologiesg

SOA

JDeveloper Eclipse VS.NET

Ant BuildSCMsEnterprise Repository

• Impact /

SOA Integration• SOA and BPM suites:

GovernanceSuite

Oracle ServiceBus

Oracle BPELProcess Mgr

• Impact / dependency analysis

• Compliance Reporting

SOA and BPM suites: BPEL, Service Bus …

• Developer tooling• UDDI for “Best of

Breed” runtime tooling

EnterpriseRepository

EM SOA

Web Services Manager

• Run-time governance

• Service reuse

• Lifecycle management

Service

MetadataExchange

EM SOAManagement

Pack

Web ServicesManager

SOA Management Pack

• Management of production processes

• Policy-oriented security and access control

ServiceRegistry

production processes and services

• Production metrics

• SLA monitoring UDDI Integration

Service Registry

• Runtime service discovery

• Auto-synchronized with repository

Copyright © RFD, Inc. 200817

repository

Page 18: getting serious aboutgetting serious about SOA Governance

Forrester SOA Lifecycle Mgmt Wave - 2008Forrester SOA Lifecycle Mgmt Wave 2008

Copyright © RFD, Inc. 2008

Page 19: getting serious aboutgetting serious about SOA Governance

5 Step Action Plan

Create a Vision1

5 Step Action Plan

2 Establish Clear Goals

3 Design the Project Roadmap

4 Define Roles and Responsibilities

5 Measure and Communicate Success

Copyright © RFD, Inc. 200819

Page 20: getting serious aboutgetting serious about SOA Governance

Step 1: Create a Vision

• You are the leader – be visionary!

Step 1: Create a Vision

y– Get educated and demystify– Promote and incent sharing and reuse

• Cultural, organizational– Be prepared to make decisions

G i b t d i i ki• Governance is about decision-making• Agree to goals• Agree to standardsAgree to standards• Make decisions (govern) to achieve goals in

accordance with standards

Copyright © RFD, Inc. 2008

Page 21: getting serious aboutgetting serious about SOA Governance

Step 2: Establish Clear Goals

M b i t ti li ilit

Step 2: Establish Clear Goals

• May be integration, compliance, agility• Investment can and must be measured• The goals will shape the roadmap• The goals are the basis for decision-making

Copyright © RFD, Inc. 2008

Page 22: getting serious aboutgetting serious about SOA Governance

Step 3: Design the Roadmap

• Tricky: Application Development Projects now

Step 3: Design the Roadmap

y pp p jhave to be planned against the SOA roadmap and be subject to SOA governance

• Does it make sense to allow development projects that don’t conform to the reference

hit t ? Wh d id ? Wh ?architecture? Who decides? Why?

• As projects come up for funding you will fund• As projects come up for funding, you will fund your vision and discourage non-compliant initiatives

Copyright © RFD, Inc. 2008

Page 23: getting serious aboutgetting serious about SOA Governance

Step 4: Define Roles and Responsibilities

• Do you have a defined Enterprise Governance Plan?

Step 4: Define Roles and Responsibilities

y p• If so, how will you extend it to address SOA

governance? • If not form an SOA Governance Team This team may• If not, form an SOA Governance Team. This team may

have voters and non-voters, but there have to be designated voters who will be accountable. T h ld i l d CTO i hit t b i• Team should include: CTO, senior architect, business sponsor, financial representative / CFO

• Treat services like products – use product management gapproach

Copyright © RFD, Inc. 2008

Page 24: getting serious aboutgetting serious about SOA Governance

Step 5: Measure and Communicate Success

• Set tangible metrics against which to

Step 5: Measure and Communicate Success

Set tangible metrics against which to measure progress toward SOA goals.

Savings through service reuse– Savings through service reuse• Development costs avoided, reduction in

complexityp y– Number of new services delivered

• Achieve progress on roadmap, demonstrate commitment, provide recognition

Copyright © RFD, Inc. 2008

Page 25: getting serious aboutgetting serious about SOA Governance

Oracle SOA Governance DifferentiationOracle SOA Governance Differentiation• Technology

– End-to-end solution, entire lifecycleEnd to end solution, entire lifecycle– Governance of ALL asset types– Business value focused– Prescriptive approach

H t it t th– Heterogeneity at the core

• Professional Services– Experts with applicable customer

experienceexperience– Practical approach to SOA

Governance– Oracle’s SOA Governance

FrameworkFramework

• Right mix of people, process, and technology

Copyright © RFD, Inc. 200825

Page 26: getting serious aboutgetting serious about SOA Governance

ContactContactBarbara NadaliniBarbara NadaliniGovernance Practice Manager& Oracle Software Sales

RFD & Associates, Inc.

(cell) 512.786.6497

bnadalini@rfdinc [email protected]

www.rfdinc.com

Copyright © RFD, Inc. 200826