SITA PXM BU Overview IS
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Transcript of SITA PXM BU Overview IS
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Version – August 13th, 2007
Pierre Bonnet - Orchestra [email protected]
SOA overviewand Praxeme insightfor Business Users
(V2 reviewed by Oscar Chappel from ILOG Company, 2008-02-25)(V1 in English Language)
SOA stands for Service Oriented ArchitecturePraxeme is an enterprise method
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Agenda
Why SOA ? The enterprise method IS urbanization and SOA BPM and SOA
Pre-modeling A method shared by users
and IT specialists Delivery phases
Encouraging agility
Batch and SOA Software package and SOA
How to evaluate quality of SOA?
Risks The financial value of SOA
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Reference to Praxeme
Praxeme is a public method (free of charge) created by Dominique Vauquier and downloadable on Praxeme’s website: www.praxeme.org
Texts and figures that come from Praxeme’s guides are indicated by the creative common’s logo:
By Dominique Vauquier(www.praxeme.org)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Reference to SMABTP’s project
These slides use examples that come from SMABTP’s project regarding the overhauling of Information System and more precisely the Insurance Claims Management Systems
Many thanks to Jean-Michel Detavernier, Deputy CIO of SMABTP and Project Director for the overhauling of IS
SMABTP is an insurance company
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Pierre Bonnet
Co-founder of Orchestra Networks company, independent software vendors in the landscape of Master Data Management. Pierre is responsible for Consulting Operations
IT expert and project management in the context of SMABTP’s project
Co-author of the Praxeme method since 2005
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Why SOA ?
Around 2002, the SOA term (Service Oriented Architecture) is proposed by the Gartner Group, relying on some of their former analysis reports going back to 1996
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
How do we cope with?
End-of-life of existing systems Maintaining existing IS assets is tricky IT budgets are increasing: too many software layers Realizing new functions requires too much time
Loss of business knowledge through retirement and attrition of business expertise Business knowledge is mainly kept through existing applications It is a dangerous situation
Retirement of IT specialists These people have in most cases built existing systems What will happen after retirement of seniors IT specialists?
A break period is occurring…
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
In this contextWhat are objectives of SOA?
SOA will allow for a progressive and sustainable overhauling of functional and technical silos so as to design reusable services that will be called in various business processes
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Functional and technical silos
Functional silo Functional silo
Customer
Functional silo Functional silo
Technical silo (MVS) Technical silo (AS400) Technical silo (Unix, Java)
Functional silo
Technical silo (Internet)
Contract
Claim
People
Customer
Contract
Financial
Product
Contract
Product
Claim
People
Permission Permission Permission Permission Permission
GUI GUI GUI GUI GUI
?? ?
• No end-to-end processes (no seamless processes)
• Multiple data keying
• Low data quality
• Heterogeneous GUI
• Permission management is not unified
• Openness to third parties is tricky
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Functional silos
Order entry
Updating address
Selecting product code
Choosing quantity
Calculating discount
Customer care
Updating address
Score analysis
Sending mail
• Duplication of “updating address”
• Different GUI
• Maybe data duplication related to address management
Using Business Objects and SOA, urbanization is enhanced and redundant functions can be removed
Urbanization with silos generates redundant functions
This is a metaphor stands for logical organization of the IS – Kind of IT City Planning and Enterprise Architecture
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Overhaul with SOA
Customer Order Product
Order entry
Updating address Selecting product codeChoosing quantity
Choosing discount
Customer care
Score analysis
Sending mail
ORGANIZATION STRATUM : organizational rules, rights management, integrity of business transaction, customization according to execution contexts, orchestration of services that are located in business stratum. These orchestrations implement processes and use-cases.
BUSINESS STRATUM : reusable services for any organization, Business Objects lifecycles, regulatory rules (core business rules)
Sem
anti
c as
pec
tP
rag
mat
ic a
spec
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Overhaul with SOA
Master data and parameters
management system
MDM
Business Rules Management System
BRMS
System inter-working (ESB - Enterprise Service Bus)
Functional silos Technical services
- Printing- Supervision- Running- ../..
Third parties systems
IHM – Unified web portal
VARIANTS
VARIANTS
Customer Order Product
Order entry
Updating address Selecting product codeChoosing quantity
Choosing discount
Customer care
Score analysis
Sending mail
ORGANIZATION STRATUM : organizational rules, right management, integrity of business transaction, customization according to execution contexts, orchestration of services that are located in business stratum. These orchestrations implements processes and uses-cases.
BUSINESS STRATUM : reusable services for any organization, Business Objects life-cycles, regulatory rules (core business rules)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Variants of service
IT
Business
Without variants of service
With variants management
service service
Example : order entry with three variants
Retailer 1
Order entry
Retailer N../..
VARIANTE
Variants are declared according to execution contexts• Products• Processes• Right management• Rules• …
Not SOA!
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
What about SOA ?
Approach for overhauling IS in a progressive manner This is not a technical approach nor a method Computational language oriented service doesn’t exist
This a reference framework that gathers several decades of computational know-how Object-oriented approach UML notation Design by contract Process Re-engineering and workflow Urbanization of IS (enterprise architecture, IT City planning) Level of abstraction and separation of concerns: conceptual,
business, organizational, etc. Etc.
SOA encourages us to set up an enterprise method which will bridge the gap between business and IT, encouraging a better alignment of Business with IT
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Levels of maturity
Cosmetic SOA Non intrusive to existing asset: services are exposed with
help from existing systems This is not a rewritting of systems yet This SOA is reliant on quality of existing systems This SOA allows for obtaining some limited quick wins
Overhaul SOA Re-structuring existing applications with help from services IT infrastructure can be fully used
Extended SOA Using solutions that enhance the agility of systems:
Business Rules Management System, Master Data Management, Business Process Management
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
The SOA maturity matrix
MDM : Master Data ManagementBPM : Business Process ManagementBRMS : Business Rules Management System
IS overhaul
• End-of-life of IS• Retirement of IT people• Loosing business knowledge
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Benefits of SOA to Business Users
Reusing of services GUI components (see screenshot at the next page) Programmatic components – Data flow
Real time business intelligence Take decision more quicly
Opportunity to set up an enterprise method so as to Streamline costs Increase planning and delivery speed Align business with IT Manage risks of overhaul IS projects
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Reusable activity
Reusable activity
Reusable activity
Reusable activity
Reusable activity
The whole screen: insurance claims management - Mash-up (composite application)
Business functions
Figures - SMABTP Project (overhaul in a context of insurance company)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Example of reusable services Programmatic service (without GUI)
Referential data access Products and services configuration, etc.
Batch (monthly basis)
Automatic customer
churn analysis and
automatic offers
configuration
New offer to retain customers
Call center(real time)
Customer wants to
cancel his contract
Lack of proposal!
SERVICE : Offers configuration
Batch (monthly basis)
Call center(real time)
Proposal to retain customers
Siloed approach SOA removes silos
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Real time key indicators
Copyright Information Builder
Updating of the Dashboard in real time
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
The enterprise method
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
What are benefits in the enterprise method?
Must allow to define Products - Specify what the project must deliver Procedures or operational guidelines – Specify how each
designer and developer handles the fabrication of products Process – Specify the project life-cycle
Products are sometimes identified Procedures or operational guidelines are rarely describe In most cases the project life-cycle exists: UP, RUP,
ISO, TOGAF (dedicated to architecture governance), etc.
Towards the IS Topology
By Dominique Vauquier(www.praxeme.org)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Praxeme’s topology By Dominique Vauquier(www.praxeme.org)
Pre
-mo
del
ing
S?mantiqueSemantic
PragmatiquePragmatic
G?ographiqueGeographic
Modeling of requirementsOwned by Business users
CORE BUSINESSBusiness Objects
Lifecycle of Business ObjectsInformation modeling
WITHOUT ORGANIZATIONAL CONCERNS
ORGANIZATIONOrganizational structure
Human resourcesBusiness processes
Uses-cases
NOT YET UML but ALREADY REUSE MINDSET!
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Praxeme’s topology By Dominique Vauquier(www.praxeme.org)
Pre
-mo
del
ing
LogiqueLogicalS?mantiqueSemantic
PragmatiquePragmactic
G?ographiqueGeographic
SOA Logical Architecture (*)Owned by Business and IT People
(*) SOA is a style of logical architecture: neither technical architecture nor business architecture
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Praxeme’s topology By Dominique Vauquier(www.praxeme.org)
Pre
-mo
del
ing
LogiqueLogicalS?mantiqueSemantic
PragmatiquePragmatic
G?ographiqueGeographic Mat?rielHardware
TechniqueTechnical
LogicielSoftware
PhysiquePhysical
Owned by IT Specialists
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Semantic Aspect
Core business Domains of business objects Information modeling Business objects lifecycles modeling
Figures - SMABTP Project (overhaul in a context of insurance company)
Product
Contract
Serviceprovided
- Five domains of business objects
- Overhaul perimeter:
- Cosmetic perimeter:
- Common Information Model
Reality
Account
Person, customer, expert, company, objects that are insured, address…
Insurance claims managementCustomer care…
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Ex: Lifecycle of Business Objects
Ouvert en gestion
Déclaré
Annulé Périmé
Terminé
Décrit ouvert ré-ouvert
Terminé avec réglement
Terminé sans réglement
/purger()
[X ans]/périmer()^Sinistre périmé
Couverture évaluée/ré-ouvrir()^Sinistre ré-ouvert
Couverture fermée[Toutes couvertures fermées]/fermer()
[Au moins un règlement]
[aucun règlement]
[X ans]/périmer()^Sinistre périmé
/déclarer()
Couverture évaluée/ouvrir()
/annuler()^Sinistre annulé
/décrire()
/décrire()
[Contrat, dommage et famille décrits]/décrire()
/décrire()
State machine of “Claim” Business Object
Figures - SMABTP Project (overhaul in a context of insurance company)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Pragmatic Aspect
Modeling of organization Use case = micro-process by actor Process between several actors
Organization rules must be isolated from others Organization rules are implemented by software
packages that enhance agility BRMS - Business Rules Management System MDM - Master Data Management
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Process and use case
Step Step Step
Step
Step
Actor 1, Tps1 Actor 2, Tps2 Actor 2, Tps3 Actor 5, Tps5
Actor 4, Tps3
Activity Activity Activity
Activity
Activity
Process
Micro-process is also named use case
Actor 1, Tps1
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Design approach for processes
The good approach Firstly identify the main business object that composes
the process Secondly reuse its life-cycle (already design in the
semantic aspect) to automatically obtain the first version of the process: this is the conceptual process!
With help from this conceptual process you may model the future organizational processes. The level of alignment can be seen through differences between the conceptual process (reference process) and new processes
Do not start with process modeling that deals with existing or future organization This approach will limit innovation capabilities It will be very difficult to assess the alignment of
organization with business goals
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Design approach for processes
Analyse
Seconde analyse
Envoi
Réponse #1:
Réponse #2:
[Demande]
Activity DiagramState machine“Demande”
Demande
Réponse #1
Réponse #2
démarrer/démarrer()
analyse/analyse()
seconde analyse/seconde analyse()
envoi/envoi()
Rôle 1: Rôle 2: Rôle 3:
Analyse
Seconde analyse
Envoi
Réponse #1:
Réponse #2:
[Demande]
Activity Diagram with swim-lanesDesign of process (BPM)
Lifecycle of Business Object
(semantic aspect)
First version of the process: conceptual
process!
Automatic!
Organization processes
Benchmarking!
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Logical Aspect SOA is located at the level of the logical aspect of
Praxeme’s Topology
As owners of information system Business users must understand principles of service
oriented architecture Being able to evaluate the quality of the system, to evaluate the
reusability…
In most cases the term “service” is ambiguous Collaborative working between Business and IT specialists
require more precise terms Three types of services are identified : GUI service,
organizational service, business service
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Types of services
Logical Organizational Service (LOS)
Use-case = micro-process
Process
Logical Organizational Service (LOS)
Use-case = micro-process
Logical Organizational Service (LOS)
GUI service GUI service
Enterprise Business Service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Numerousvariants
Steady
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Urbanization and SOAUrbanization is a metaphor used for logical organization of the IS – Kind of IT City Planning and Enterprise Architecture
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Urbanization Urbanization brings
A functional map that describes either the existing system or targets
A high level view of IS dedicated to business executive rather than IT specialists that deal with operational project and delivery software
Benefits Easy reading of the IS functional architecture Useful tool for strategic thinking about high level evolutions
of the IS
Drawbacks The functional approach is not helpful for removing data and
redundant functions The functional approach is unable to bridge the gap between
urbanization issues and needs of projects (design by contract, design of components and services)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Enterprise method and IS urbanization
With help from enterprise method and SOA, urbanization is located at its right place (logical architecture). This urbanization takes over functional domains and adds business object domains
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Functional domainsP
re-m
od
elin
g
S?mantiqueSemantic
PragmatiquePragmatic
Functional domains that come from usual IS urbanization
By Dominique Vauquier(www.praxeme.org)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Enterprise method and IS urbanization
The enterprise method integrates a map of Business Objects that lays the foundations of semantic modeling
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Domains of business objectsP
re-m
od
elin
g
S?mantiqueSemantic
PragmatiquePragmatic
Domains of Business Objects
By Dominique Vauquier(www.praxeme.org)
Functional domains that come from usual IS urbanization
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Examples of models
Gestion des Sinistres
Gestion du missionnement
Gestion de trésorerie
Gestion de l'archivage
Support
Semantic Pragmatic
RéalitéCatalogue
Portefeuille
Prestation
TrésorerieComptabilité
Domains of Business Objects
Figures - SMABTP Project (overhaul in a context of insurance company)
Functionaldomains
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Urbanization and SOAP
re-m
od
elin
g
LogiqueLogicalS?mantiqueSemantic
PragmatiquePragmatic
SOA Logical ArchitectureOwned by user and IT specialists
By Dominique Vauquier(www.praxeme.org)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
BPM and SOA
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Business Process Management
Goals: with help from a user friendly tool being able to design and execute processes without involving IT specialists Better documentation Stronger alignment of Business with software More resilient IT architecture with help from software
packages dedicated to process execution
Several levels of BPM Process = workflow = Human oriented BPM Use case (micro-flow) = Application centric BPM State machine of Business Object = Application centric BPM Inside a component = IT orchestration of services Between applications = BPM embedded in ESB
(Enterprise Service Bus)
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Logical Organizational Service (LOS)
Use-case = micro-process
Process
Logical Organizational Service (LOS)
Use-case = micro-process
Logical Organizational Service (LOS)
GUI service GUI service
Enterprise Business Service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Logical Business Service (LBS)
Business Object
Atomic service
Several level of BPM
Human oriented BPM (workflow)
Screen orchestration
Application centric BPM
IT orchestration
Application centric BPM
Application centric BPM
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Example of a BPM oriented application
Ouvert en gestion
Déclaré
Annulé Périmé
Terminé
Décrit ouvert ré-ouvert
Terminé avec réglement
Terminé sans réglement
/purger()
[X ans]/périmer()^Sinistre périmé
Couverture évaluée/ré-ouvrir()^Sinistre ré-ouvert
Couverture fermée[Toutes couvertures fermées]/fermer()
[Au moins un règlement]
[aucun règlement]
[X ans]/périmer()^Sinistre périmé
/déclarer()
Couverture évaluée/ouvrir()
/annuler()^Sinistre annulé
/décrire()
/décrire()
[Contrat, dommage et famille décrits]/décrire()
/décrire()
State machine for the Business Object ‘Claim’
Automatic generationof the code (MDA) Runnable process
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Agenda
Why SOA ? The enterprise method IS urbanization and SOA BPM and SOA
Pre-modeling A method shared by users
and IT specialists Delivery phases
Encouraging agility
Batch and SOA Software package and SOA
How to evaluate quality of SOA?
Risks The financial value of SOA
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Pre-modeling
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Pre-modeling – Key points
Designing screens in the form of reusable graphical atomic components that implement activities
Dissociating business rules from organizational rules
Setting up a dictionary of terms
Setting up a rules repository tool
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Pre-modeling Activity specification
Reusable graphical component
View specification Assembling activities so as to create page Use case in display mode
Business Action specification Changing the state of the system Atomic transaction concerns Use case in update mode
Process specification Interaction between several actors and/or system during various
periods of time Long running transactions concerns
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Example of pre-modeling(detailed functional specification)
Activity Mash-up Business Action
Figures - SMABTP Project (overhaul in a context of insurance company)
Atomic operation – Highly reusable without
database transaction
Building composite application
Specification of business actions with data base
transaction (commit, rollback)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Business transaction management
Lock of the logical data that compose the main data flow for this Business Action. In most cases this is the main Business Object that is handled by the Business Action
Release of the lock
ACTE DE GESTION = Transaction métierBUSINESS ACTION = Business transaction
Activité 1 Activité 2 Activité 3 Activité 4
CONTEXTE
BSD
Centralisation des MAJ
en base de données
Activité ‘a’
Start of the Business Action End of Business Action
Activité 1Activity 1 Activité 2Activity 2 Activité 3Activity 3 Activité 4Activity 4
CONTEXTECONTEXTE
BSDBSD
Updates are centralized1 point of commit to the database
Activité ‘a’Activity ‘a’
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A method shared by business users and IT specialists
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Unified notation The same UML notation from requirements capture to
software design Encouraging the alignment of business with software Capitalizing of business and organizational knowledge
A capability of modeling by business users Upstream models (semantic, pragmatic) are owned by
business users. They must be able to validate models not necessarily to design them
In most cases, designing of upstream models is delegated to IT specialist, more rarely done by business users with help from IT specialist, and never done directly by business users. Obviously this remark is also valid for process modeling (pragmatic aspect) with BPM tools
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Examples of UML notationGestion des Sinistres
Déclarer un sinistre
Décrire un sinistre
Traiter les opérations financièresEffectuer une présentation
Affecter un intervenant
Relier les sinistres
Répartir les charges et provisions par garantiesGérer les présentations
<<extend>>
<<include>>
<<extend>>
<<extend>><<extend>>
<<include>>
<<extend>>
<<machine organisation>>
MoAffecterIntervenant
<<machine organisation>>
MoDeclarerSinistre
<<machine organisation>>
MoDecrireSinistre
<<interface>>
ISignification
<<machine organisation>>
MoGererPresentations
<<machine organisation>>
MoEffectuerPresentations
<<machine organisation>>
MoRelierSinistre
<<machine organisation>>
MoRepartirCharges
<<machine organisation>>
MoTraiterOperationsFinancieres
<<interface>>
IPresentation
<<interface>>
IFlux
<<interface>>
ISinistre
<<interface>>
IOrganisation
<<interface>>
IArchivage
Use caseOwned by Business users
UML diagram of logical components
Owned by IT people
Two different models that describe
the same concern!Derivation by MDA
Figures - SMABTP Project (overhaul in a context of insurance company)
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Adoption of models Upstream models (semantic, pragmatic) must be linked to rules that are
detailed at pre-modeling stage
Linking models to requirements allows to check the quality of the design. Example : “Claim entry” is linked to rules and messages that are described in the requirement module of UML CASE
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Ergonomics
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Ergonomics benefits with SOA
In the context of siloed systems Processes are reliant on boundaries between
functional and technical silos: multiple data keying, heterogeneous GUI, no seamless processes, etc.
With help from SOA Processes are better integrated because they
orchestrate services that are not reliant on boundaries of existing systems
A same GUI component can be reused in several applications so as to facilitate learning of systems by business users
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Ergonomics styles
Either procedural The more usual around functions of the system
Or business folder oriented Users select business objects (contract, customer,
disaster, etc.) and afterwards interact with processes In most cases this approach is encouraged with SOA
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Ergonomics and use cases By Dominique Vauquier(www.praxeme.org)
• Déclarer sinistre
• Décrire sinistre
• Sélectionner couverture
• <<include>>
• Missionner
• Affecter les intervenants
• Traiter les présentations
• <<include>>
• <<include>>
• <<include>>
• Relier les sinistres
• Répartir les charges sinistre
• <<include>>
• <<extend>>
• Effectuer une présentation
• Abandonner/Modifier une présentation
• <<extend>>
• <<extend>>
• Payer• Encaisser
• Régulariser sinistre
• <<include>>
• <<extend>>
• <<extend>>
Main screen
Secondary windows
Declaration of insurance claim
Financial management
Relationship with others companies
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Project packagingand SOA
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Life-cycle is not compelled byPraxeme’s Topology
Example of a usual life-cycleP
ré-m
od
élis
ati
on
LogiqueLogiqueS?mantiqueSémantique
PragmatiquePragmatique
G?ographiqueGéographique Mat?rielMatériel
TechniqueTechnique
LogicielLogiciel
PhysiquePhysique
LogiqueLogiqueS?mantiqueSémantique
PragmatiquePragmatique
G?ographiqueGéographique Mat?rielMatériel
TechniqueTechnique
LogicielLogiciel
PhysiquePhysique
12
3
4
3
By Dominique Vauquier(www.praxeme.org)
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Key concern
How to deliver a part of the future IS while ensuring A high level of abstraction The ability to integrate this part in the future big picture
of the new IS
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Incremental delivery By Dominique Vauquier(www.praxeme.org)
Aspect Perimeter
Semantic
Pragmatic
Logical
Technicalet Hardware
Softwareet Physical
The whole perimeter but not in a deep analysis
Detailed analysis only on a sub-area of the system
Deriving upstream models to obtain services specification
Implementing software
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Agenda
Why SOA ? The enterprise method IS urbanization and SOA BPM and SOA
Pre-modeling A method shared by users
and IT specialists Delivery phases
Encouraging agility
Batch and SOA Software package and SOA
How to evaluate quality of SOA?
Risks The financial value of SOA
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Agility
With help from composition of existing services, new processes can be developed quickly and easily
Existing services can be modified easily so as to create variants of services Product customization Reference data filtering Pricing table configuration Mail customization (polite phrase, logo, etc.) Rules customization Etc.
With help from rules and parameterization, services can be configured without modifying the software and without systematic involvement of IT specialists
VARIANTE
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The Agility Chain Management System
“The chain is only as strong as its weakness link”
“No processes without rules and no rules without reference data and parameters”
ACMS (Agility Chain Management System)
MDM1
BRMS BPM2 3
Configuration
Copyright Orchestra Networks
MDM : Master Data ManagementBRMS : Business Rules Management SystemBPM : Business Process Management
• Streamlining master data and parameters management
• Supporting parameterization models allowing variants of execution
• Rules use master data and parameters
• Pre- and post-conditions of organization services are located in the business rules management system
• Processes are sequenced by rules located in the BRMS
• Services that are launched by BPM are parametered using MDM
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The agility chain
New version = code modification (software impacts)
Variant 1
Variant 2
Variant N
Variant 1
Variant 2
Variant NMD
M, B
RM
S, B
PM
MD
M, B
RM
S, B
PM
Service V1 Service V2
Par
amet
eriz
atio
n
Par
amet
eriz
atio
n
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Example of BRMS (Ilog Jrules)
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Example of MDM (Orchestra Networks EBX. Platform)
Example of a print management reference data and parameters
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Data governance
Life-cycle management (version and variant of data)
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Agenda
Why SOA ? The enterprise method IS urbanization and SOA BPM and SOA
Pre-modeling A method shared by users
and IT specialists Delivery phases
Encouraging agility
Batch and SOA Software package and SOA
How to evaluate quality of SOA?
Risks The financial value of SOA
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Batch and SOA
Encouraging real-time operations rather than usual and classical batch treatments
Batch treatments reuse real-time services Unless limits and constraints in time response
IT transaction must be managed by a parameterization mechanism in order to easily change the transaction scope In real-time processing : 1 transaction= 1 Business Object In batch processing : 1 transaction= N Business Objects
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Software package andSOA
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LogiqueLogicalS?mantiqueSemantic
PragmatiquePragmatic
G?ographiqueGeographic Mat?rielHardware
TechniqueTechnical
LogicielSoftware
PhysiquePhysical
LogiqueLogicalS?mantiqueSemantic
PragmatiquePragmatic
G?ographiqueGeographic Mat?rielHardware
TechniqueTechnical
LogicielSoftware
PhysiquePhysical
Software package and SOA
The software package is located in the Software Aspect of the Praxeme’s Topology
By Dominique Vauquier(www.praxeme.org)
Software Package
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Software package and SOA
Semantic and Pragmatic modeling must be maintained in order to keep control of the business and organizational knowledge
At the level of Logical Architecture Business: Does the software package cover one or several
domains of business objects? Organizational: Does the software package cover one or
several functional domains? Can we use only useful domains of the software package or
not?
How agility chain is taken account with BRMS, MDM and BPM ? Do these IT components exist? Are they reusable beyond
software package’s boundaries?
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Agenda
Why SOA ? The enterprise method IS urbanization and SOA BPM and SOA
Pre-modeling A method shared by users
and IT specialists Delivery phases
Encouraging agility
Batch and SOA Software package and SOA
How to evaluate quality of SOA?
Risks The financial value of SOA
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What are the quality criteriaof the SOA system?
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What are the quality criteria of the SOA system?
Number of available tests by service Number of corrections done by period Number of functional evolutions done by period Reuse rate of services Alignment of models with software Number of rules that are located in the BRMS
compared to rules directly hard-coded in the software
Etc.
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Risks
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SOA Overview and Praxeme Insight for Business Users – copyright www.orchestranetworks.com Version - August 13th, 2007
Risks of failures with SOA IT specialists discover services without Business involvement
In this case services wouldn’t be right ones Business users have to design business (semantic) and
organizational (pragmatic) requirements with help from IT specialists (see above), relying on UML notation and a proven and strong method such as Praxeme and supplementary life-cycle management methods and/or frameworks like TOGAF, UP, CMMI, etc.
Insufficient semantic and pragmatic modeling efforts Confusing business with organization issues Forgetting to take into account variants of services
Designing and implementing rigid services Avoid it! This is a huge danger because a more rigid system that
existing IT assets might be unfortunately created Variants of services and separation of concerns (business,
organizational issues) are required to reach a real IS agility
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Risks of failures with SOA
Failure to streamline reference data and parameters In this situation services will convey low quality data
Failure to establish mixed teams composed of business users and IT specialists IT infrastructure bring feasibility conditions but SOA can’t be
succeeded only with an IT approach
Failure to establish mixed teams composed of senior and junior IT specialists Seniors IT specialists have huge functional and method
knowledge. Companies must take profit of this knowledge before their retirement
Juniors IT specialists need opportunities to leverage their capabilities in modeling, method and they need to enhance their functional knowledge
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Risks of failures with SOA
Failure to properly utilize IT and modeling proficiencies Everybody is Architect, Designer, Urbanist, BPM expert,
Java specialist, DBA, etc. Tasks that are required to build a SOA have to be
streamlined
Failure to recognize organizational impacts on IT department Moving from siloed systems to the SOA requires a few
changes in the organization of IT department Reinforcement of transversal IT units of work: method,
technical architecture, logical architecture New units of work dedicated to the management of domains
of Business Objects (semantic modeling) Etc.
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The financial value of SOA
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The financial value of SOA
SOA brings a method framework that allows for mastering risks of projects regarding the overhaul of IS
Cosmetic SOA doesn’t change existing IT assets. This is just a first step because the value of Cosmetic SOA is reliant on the quality of existing systems. Be aware that this SOA might not provide huge ROI
Overhaul SOA allows for modifying existing IS and building new nimble systems. Be aware that Overhaul SOA requires a huge effort in modeling (semantic, pragmatic), relying on proven technologies that enhance the agility of systems, in particular Master Data Management (MDM), Business Rules Management System (BRMS) and Business Process Management (BPM)
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The financial value of SOA SOA financial benefits
With help from the enterprise method, SOA streamlines the project management regarding the overhaul of IS
With help from agility software packages (MDM, BRMS, BPM) and the proven enterprise method (semantic and pragmatic modeling, using of variants of services, etc.) costs of maintenance are dramatically decreased. Thanks to the parameterization of services, Total Cost Ownership of modern systems is streamlined
Others strategic benefits Taking over the knowledge of IS. In most cases, this is a strategic
point because of retirement of IT specialists Overhaul SOA with help from agility tools (MDM, BRMS, BPM), that
is to say Extended SOA, allows for aligning quickly business with IT systems. In most cases, this is a strategic point because of interconnection between companies, multi-channels deployment, creating of new products relying on aggregation of various offerings (products and services) etc.
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Thanks
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Examples of uses-cases
Pragmatic aspect
Figures - SMABTP Project (overhaul in a context of insurance company)
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Examples of activities
Pragmatic aspect
Figures - SMABTP Project (overhaul in a context of insurance company)
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Example of models
fRealite
fPortefeuille
fCatalogue
fTresorerie
fPrestation
aSinistre
aPersonne
aObjet
aProduit
aContractualisation
aTransaction
aGeographie
aFlux
aMissionnement
aPresentation
Logical
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Process UML notation By Dominique Vauquier(www.praxeme.org)
Manager ressources
Administra-teur
Collabora-teur
Enregistrer une compétence
Émettre une demande
:Sème[Non
rattaché]
Statuer sur une demande
:Sème[Rattaché]
Refus
Re-déclarer une compétence
Éditer le bilan des
compétencesBilan des compétences
[Thème inexistant]
[Demandeacceptée]
[Demanderefusée]
Fin de mission
Anni-versaire
Swim-lanes
Catching event
Activity
Object(instance of a business class)
Throwing event Conditional branch
Actor(Type of actor,role)