Business-Driven SOA Management

Accelerating Innovation and Growth
with Open Business Process Management

June 13 - 15, BERLIN
Business-driven SOA Management

Georg Simon
Director ARIS Solutions IDS Scheer AG
Patrick Ziegler
Senior Manager GSC Business-driven SOA (EMEA) IDS Scheer AG
www.processworld.com
BPM Answers SOA Questions
How can I ensure the reuse of processes and services? How can I identify services? How can I ensure that my technical processes map the business processes? How can I keep my service landscape transparent? How do I know how to change IT processes when business processes are changed?
IDS Scheer AG
Typical goals Business Goals Enabling fast introduction of new business models Attaining adaptability to support ongoing change Accomplishing a closer alignment of IT with business needs Achieving higher productivity of Business Processes
IT Goals Enabling greater re-use of IT assets Reducing development costs and project times Achieving faster delivery of value to the business Accomplishing a higher degree of effectiveness in implementation, modification, and integration of IT systems
IDS Scheer AG
Business-Driven SOA
Business BPM
Business-Driven SOA
Call Center
Production
Fulfillment
Accounting
Receive Order
Initiate Production
Complete Production
Shipment
Issue Invoice
Receive
Invoke
Invoke
Switch
Receive
Switch
Invoke
Invoke
Reply
CRM
SCM
ERP
FI/CO
eBusiness
Legacy
Technical BPM
IDS Scheer AG www.processworld.com 4
Positioning of IDS Scheers SOA approach
Business Analyst
Business Process Definition Business Rule Definition Business Service and Data Definition Enterprise Architecture
From Business Process to Execution
IT Architect Process Engineer
Integration Engineer Software Engineer
Software Architecture (UML)
Service Orchestration (BPEL)
Service Design (WSDL)
Business Rule Transformation
Business Rule Execution Software Development Process Execution
Service Implementation and Deployment
IDS Scheer AG
How to start Business processes as blueprint
Execution Engine Application Server Deployed Web Services
Service-oriented Business Process Modeling Service-oriented business processes
Business Rules Service
SOA Repository
WS WS
Business Application
SYS
SYS
SYS
BPEL-Processes BPEL
WS WS
Business Application
UML-Diagrams
businessClass MovieTheater name: String shows(in movie: Movie): Show[*] {query} * 1 1..* number: Integer seatCount: Integer shows(in movie: Movie): Show[*] {query} shows(in movie: Movie, in beginning: Date): Show {query} 1 * * businessClass Movie title: String duration: Integer 1 * businessClass Show beginning: Date = null numberOfSoldTickets: Integer schedule(in beginning: Date) cancel() mov ie(): Movie {query} * 1 beginning(): Date {query} av ailableTickets(): Integer {query} createReservation(in requestedTickets: Integer): Reservation cancelReserv ations() addReservation(in reservation: Reservation) 1 businessClass Theater
WS Repository WSDL
WS Self developed WS Services
businessClass Ticket
* businessClass Reservation numberOfReservedTickets: Integer reservationCode: Integer create create(in show: Show, in numberOfTickets: Integer): Reservation
SOA Design Time
SOA Run Time
IDS Scheer AG
ARIS Value Engineering (AVE)
IDS Scheer AG
ARIS Solution Scenarios for SOA

Scenarios Objective Enable consistent businessdriven service architecture to be created for all organizational units and implemented in SOA projects for company-wide reuse Scenario Actions Build service repository aligned with business and application architectures Provide specific projects with service design guidance Manage services portfolio Establish organizational structures governing service architecture
Service Architecture Management
Service Orchestration & Process Automation
Build high-value business services orchestrations as input for process execution engines using business and service architectures
Create blueprint of executable business processes based on business processes and services Implement executable business processes Manage vendor dependencies across business and service architectures Derive object-oriented design from business diagrams Design services and applications in detail Generate exchange descriptions or code
Service & Application Engineering
Develop services and applications based on business requirements using UML based object-oriented analysis and design
IDS Scheer AG
ARIS Value Engineering for Business-Driven SOA

Business-Driven SOA Roadmap
Strategy
Envision Service Architecture Management Identify business Goals and Drivers Record Enterprise Map Determine end-to-end end- toScenarios Define service Architecture Scope Define Project Scope and Plan
Design
Tailor service Architecture Framework Define Business Processes Detail IS-requirements ISon Processes
Implementation
Create Implementation Roadmap Transform Business Processes to IT processes Implement IT process
Controlling
Control Running Services
Design Services
Technical Design of Services Implementation of services Test of Service and Process Implementation
Define service process Mapping of Services to Applications
IDS Scheer AG
ARIS Value Engineering for Business-Driven SOA

Business-Driven SOA Work Products
Strategy
Enterprise Process Map
Design
Implementation
Technical Process Models
Controlling
Process Models
Process Performance
UMG Group
Check solvency Attract Customers Check vehicle offer Reject credit applicat ion
Executive Board
Supervisory Board
Calculate loan loss risk Avoi d loss of time for manual processing
Calculate proposal for credit increase
Approve credit applicat ion
Organization Map
Business Units
United Motors Automotive Engineering
Administration
United Motors Bank
United Motors Car Rental
Marketing
Legal Department
Financials & Controlling
Risk Management & Compliance
Service Capabilities
Change credit applicat ion
Reuse of existing capabilit ies
is responsible for Credit Appl ication Direct Credit Approval Service is IT-responsiblie for is user of
Credit Busi ness
IT & Organization
Service Operations
IT & Organizat ion
Human Resource Depart ment
Credit Decision Sales & Service Organization
System Performance
Service Architecture Scope
Logical service description
Technical service description
interface wsdlPortType http://creditmgmt.soa.umg.ids.com/::CreditManagementService wsdlOperation +approveCreditApplication(in approveCreditApplicationR... wsdlOperation +rejectCreditApplication(in rejectCreditApplicationReque...
wsdlService http://creditmgmt.soa.umg.ids.com/::CreditManagementService
Business Information Model
To-be_ GPC_data architecture
Client data
Financial data
Internal data
Investments data
Party data
Account data
Relationship/ association data
Service Mapping of Business Objects Service Mapping to Applications
Service Mapping of Data Objects Service Providing Applications
Financial Systems
Logistics Systems SAP R/3
HR Systems
GLM
PSMS
HRMS
Application Landscape
FAS
IMS
GFMS
Individual
GSS
GMS
IDS Scheer AG
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Strategy Phase Service Cost and Value Assessment
IDS Scheer AG
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Strategy Phase EA & Standardization as Basis

Business Process Description System Functions and Services IT Landscape Description
Reusable Business Components Business Processes Business Services Roles & Responsibilities
IDS Scheer AG www.processworld.com
Reusable IT Components
Web Services
Databases
Workflow
Hardware Server Programming Languages
Operating System Development Tools
Network Protocols
Data Structures
12
Strategy Phase Service Inventory (e.g. SAP)
IDS Scheer AG
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Strategy Phase Roles to manage SOA Architectures

Manage requirements Model as-is and to-be processes Approve process changes Manage system, service and infrastructure landscape Manage architectural standards and development planning Transform business process models into technical processes and maintain them in sync Assemble technical assets Configure integration logic with existing and new applications Development of new services Wrapping of existing systems
Business Analyst
IT Architect
Process Engineer
Integration Engineer
Software Engineer
IDS Scheer AG
14
Business-Driven SOA Design Phase

Opening Questions Process Design Work Products
Which business data can be used to define services?
Tailor service Architecture Framework Define Business Processes Detail IS-requirements ISon Processes
Process Models
Which process functionalities are suitable for service provisioning?
Check solvency Attract Customers
Check vehicle offer
Reject credit applicat ion
Calculate loan loss risk Avoi d loss of time for manual processing
Approve credit applicat ion
Service Capabilities
Change credit applicat ion
Reuse of existing capabilit ies
is responsible for Credit Appl ication Direct Credit Approval Service is IT-responsiblie for is user of
Credit Busi ness
IT & Organization
Credit Decision Sales & Service Organization
How can you map business services to technical service implementations?
Logical service description
Which data and functional aspect are contained in a service?
Describe Services Service Mapping of Business Objects
How can you create a blueprint for service orchestrations?
Define service process Mapping of Services to Applications
What are the business drivers for service implementations?
Service Mapping to Applications
IDS Scheer AG
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Hands-on SOA using the example of an integrated application Life UMG showcase illustration on a sample system architecture How to face central questions during SOA planning and analysis How to derive an integrated application from business and technical models Abstraction in models is key Process illustration on different levels of abstraction through appropriate models Identify relevant SOA architectural aspects during SOA Blueprint Conceptual benefits using ARIS SOA Architect
UMG Overview
IDS Scheer AG
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Business Case Context in UMG

Core process Financial Services, part Financing: Credit Application
Optimization of process step Check Credit Application Automate manual steps Integrate external services Expose existing legacy functionality Business case
Car dealer agent defines credit conditions together with customer Customer has been advised about financing possibilities Personal information are available: address, income, employment Car dealer accesses UMGs online systems and performs the step Check Credit Application
UMG Showcase: Business process and User interface Car dealer accesses financing application online Automated system steps Check customer credit rating Check customer solvency Check car offer and calculates credit increase User interaction in case of possible credit increase Customer can accept or reject credit increase proposal
Credit approval checks
Credit application Direct credit approval requested Calculate credit risk
Credit increasing offer
Customer data
Check customer credit rating

SYS
CreditRanking
Credit risk acceptable Credit risk unacceptable Check customer solvency

SYS
Credit application Check solvency Calculate proposal for credit increase

SYS
Car offer data Credit application Solvency
Credit increase proposal
Check credit proposal
New vehicle sales rep.
Solvency insufficient
Solvency sufficient Check offer
Credit increase proposal
Increase proposal accepted
Change credit application
Increase proposal not accepted
Vehicle offer ID
Check calculated vehicle offer

SYS
Car offer data
Credit application

SYS
Credit application
Credit increase impossible
Credit increase possible
Reject credit application
Approve credit application
Credit application

SYS
Credit application
Credit application

SYS
Credit application
Credit application

SYS
Credit application
Credit approval decision

Direct credit application checked
IDS Scheer AG
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Realization via Service-oriented Architecture

Credit Application Check Direct Credit Approval
Credit approval checks
Credit application Direct credit approval requested Calc ulate credit risk
Generate BPEL process
Credit increasing offer
Cus tomer data
Check c ustomer credit rating

SYS
CreditRanking
Credit risk acceptable Credit risk unacceptable Check c ustomer solvency

SYS
Credit application Chec k s olvency Calculate proposal for c redit increase

SYS
Car offer data Credit application Solvency
Credit inc rease propos al
Check credit proposal
New vehicle sales rep.
Solvency insuffic ient
Solvency s ufficient Chec k offer
Credit increas e propos al
Increase proposal accepted
Increase proposal not acc epted
Vehicle offer ID
Check calc ulated vehicle offer

SYS
Car offer data
Credit application
Change c redit application

SYS
Credit application
Credit increase impossible
Credit increase poss ible
Rejec t credit applic ation
Reject c redit application
A pprove c redit application
Credit application

SYS
Credit applic ation
Credit application
Rejec t c redit application

SYS
Credit application
Credit application

SYS
Credit applic ation
Credit approval decision

Direct credit application chec ked
Web User Interface
Complete implementation and deploy
IDS Scheer AG
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UMG Showcase System architecture

UMG System Landscape
Corporate Applications
Process Execution Plattform
UMG Application in Webbrowser Check direct credit application
Integrating external Integrating external functionality External Provider functionality

External Service
Application Server
Integrating existing Integrating existing functionality functionality
Automotive Applications
SAP XI
Car Sales Service
Banking Applications
Exposing legacy Exposing legacy functionality functionality

Credit Sales System
Credit Sales Service
Credit Management Service
SAP 6.4
Car Order Management
Risk Management System

Risk Management Service
SAP Web AS
J2EE Server
IDS Scheer AG
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Detailed E-SOA automotive applications

SAP Enterprise Portal
Visual Composer
Showcase
Check calculated vehicle offer
SAP XI/PI
Rules Engine
SAP 6.4
Price calculation
Request order details
NON-SAP
Car Configurator
Order details requested
Check pricing details
SAP 6.4
Car Order Management
SAP APO
Disposability Check
Price calculation valid Price calculation not valid
Check vehicle configuration
Configuration available
Configuration not available
Check Disposability
Vehicle offer checked
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Live demo showcase
IDS Scheer AG
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Software Blueprint Process view Application view

Banking Applications Financing CreditSales Services
Cluster
CreditMgm t Services
Cluster
Leasing
Claim Management
Risk Management
RiskMgmt Services
Cluster
Automotive Applications SalesOrder Managment CarSales Service

Cluster
IDS Scheer AG
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Software Blueprint: Service design Service design Analyse and identify service operations Analyse and identify capabilities
Banking Applic ations Financing CreditSales Services
Cluster
CreditSales Servic es
Cluster
Check Solvenc y
Calc ulate credit proposal

Capability

Capability
Cluster
Capability
CreditService
Servic e
Chec k customer solvency

Operation
Calc ulate credit increase proposal

Operation
Change credit proposal

Operation
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Business-driven SOA Implementation Phase

Opening Questions
Which activities do I have to accomplish in order to successfully implement the Designed Services?
Process Implementation
Work Products
Create Implementation Roadmap Transform Business Processes to IT processes Implement IT process
Technical Process Models
How can I make sure all processes are successfully implemented?
Service Operations
How can I make sure the implementation of services ?
Technical Design of Services Implementation of services
Technical service description
interface wsdlPortType http://creditmgmt.soa.umg.ids.com/::CreditManagementService wsdlOperation +approveCreditApplication(in approveCreditApplicationR... wsdlOperation +rejectCreditApplication(in rejectCreditApplicationReque...
wsdlService http://creditmgmt.soa.umg.ids.com/::CreditManagementService
How can responsibilities be defined on services?
Service Mapping of Data Objects Service Providing Applications
Set up service governance
IDS Scheer AG
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From business and technical models to integrated application

Business Processes
Business Processes
Service model
Partner Services
Cluster
System landscape
Banking Applications Financing CreditSales Services
Cluster
Start with your Business needs Modeling of business processes Analyze and design services Mapping to system landscape Identification of business objects
Aggregate Services Orchestration
Ext. Services
Dupletten Prfung
Capability
BLZ+Konto Prfung
Capability
Partner Service
Servic e
Partner Neuanlage
Operation
Cluster
Partner Suche
Operation
Leasing
Partner Statistik
Operation
Claim Management
Risk Management
RiskMgmt Services
Cluste r
Business objects
PoliceNr Vertrag hat Vertrags Positionen Positions GUID
Automotive Applications SalesOrder Managment CarSales Service

Cluster
Translate Business BPM into Technical BPM Automated service discovery combines business process steps and appropriate services. Automatic transformation into technical BPEL Comprehensive service repository is established
Components
BPEL processes
Implement application UML and MDA integration Export to various implementation platforms
IDS Scheer AG www.processworld.com
Implement application
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SOA architectural aspects are covered with specific models

Platform-independent Design
Service-oriented Business Process BPEL Process Design
scheduling
Platform-dependent Implementation
Executable BPEL Process
Scheduling Request
Initiate Production Scheduling
request Production Scheduling
Logical Data Model
Technical Data Model
Java Beans
PoliceNr
Vertrag hat
Vertrags Positionen
Positions GUID
Logical Services
Partner Services
Cluster
Services Design
wsdlService IT Service Description
Java Interfaces
Dupletten Prfung
Capability
BLZ+Konto Prfung
Capability
Partner Service
Servic e
Partner Neuanlage
Operation
reside interface wsdlPortType computePricePT w peration +initiatePriceCalculation(in input: priceCalculationM sdlO sg)
Partner Suche
Operation
Partner Statistik
Operation
Logical system landscape

UMG System Landscape Corporate Applications
Check direct credit application
Technical Domain Model

global Datentypen
Java Packages
SAP XI
Car Sales Service
Partner
Vertrag
Credit Sales System SAP 6.4

Car Order Management Credit Sales Service
PatnerDatentypen
VertragsDatatypen
SAP Web AS
J2EE Server
Ris k Management Service
PartnerServices
VertragsServices
ARIS SOA Architect
Execution Platform Tools
IDS Scheer AG
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Top-Down vs. Bottom-up

Identification and modelling of services: which approach is the better one? Both, then iterate!
Initially top-down Create new services
Business Processes
Logical service model

Partner Services
Cluster
Technical service model

wsdlService IT Service Description
Implementation
Dupletten Prfung
Capability
BLZ+Konto Prfung
Cap ability
Partner Service
Servic e
reside
Partner Neuanlage
Operation
interface wsdlPortType computePricePT w peration +initiatePriceCalculation(in input: priceCalculationM sdlO sg)
Partner Suche
Opera tion
Partner Statistik
Opera tion
The entire cycle is iterative

Continuous refinement Establishment of comprehensive service repository
Re-import exposed existing services
SOA is achieved over multiple implementations of service projects through time

SOA governance
The central SOA repository created in ARIS maintains the link between business processes and service landscape and thus enables SOA Business Processes governance.
Process Owner
Definition of SOA governance model, organization and process Organizational model and service ownership Goals and objectives, metrics Governance processes in ARIS Metadata catalog Service validation Publishing and discovery governance
Logical service model
Partner Services
Cluster
Logical & physical systems

SAP XI
Car Sales Service

SAP Web AS
J2EE Server
Dupletten Prfung
Capability
BLZ+Konto Prfung
Cap ability
Partner Service
Servic e
Partner Neuanlage
Operation
Partner Suche
Opera tion
Partner Statistik
Opera tion
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SOA governance
How to enforce a consistent set of design, reuse and interoperability standards across an organisation to realize the benefits of SOA? 1. Definition of SOA governance model, organization and process Goals and objectives, metrics Organizational model and service ownership Governance process:
Design-Time e.g. Metadata catalogue & service validation in ARIS, design & code review manually Publishing and discovery governance e.g. registry in ARIS, automated unit test Run-time governance e.g. monitoring
2.
Definition of SOA policies Business policies e.g. performance criteria's, approval levels Process policies e.g. versioning, responsible for publishing Technology standards compliance e.g. WSDL, SOAP Security policies
3.
Implement and integrate SOA governance

www.processworld.com 31
IDS Scheer AG
Building a Enterprise Service Repository with ARIS

Process models Governance aspects
Process Owner
SYS
SYS
SYS
Web-Service Repository
Partner Services
Cluster
BPEL Processes
Dupletten Prfung
Capability
BLZ+Konto Prfung
Capability
Partner Service
Servic e
Partner Neuanlage
Operation
Partner Suche
Operation
Partner Statistik
Operation
ARIS SOA Repository

Logical & physical systems
UML Diagrams
businessClass MovieTheater name: String shows(in movie: Movie): Show[*] {query} * 1 1..* number: Integer seatCount: Integer shows(in movie: Movie): Show[*] {query} shows(in movie: Movie, in beginning: Date): Show {query} 1 * * businessClass Movie title: String duration: Integer 1 * businessClass Show beginning: Date = null numberOfSoldTickets: Integer schedule(in beginning: Date) cancel() mov ie(): Movie {query} * 1 beginning(): Date {query} av ailableTickets(): Integer {query} createReservation(in requestedTickets: Integer): Reservation cancelReserv ations() addReservation(in reservation: Reservation) 1 businessClass Theater
SAP XI
Car Sales Service
Data model
PoliceNr Vertrag hat Vertrags Positionen Positions GUID

SAP Web AS
J2EE Server
businessClass Ticket
* businessClass Reservation numberOfReservedTickets: Integer reservationCode: Integer create create(in show: Show, in numberOfTickets: Integer): Reservation
IDS Scheer AG
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Experiences (Does and Don'ts) Do not start at only business or IT side Start with a small pilot, but keep complete company architecture in mind Convince all levels of concerned people SOA is not a one time project and ready at a special time, as BPM in common it leads to a continuous procedure of managing this architecture Not all roles, especially the process engineer, have to be covered by one person, in many cases it is better to build teams covering all aspects of the role
Join the Business Driven SOA CLUB
Invitation to our SOA Club Meet the IDS SOA experts
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Accelerating Innovation and Growth

with Open Business Process Management

Business-driven SOA Management

BPM Answers SOA Questions

Positioning of IDS Scheers SOA approach

From Business Process to Execution

IT Architect Process Engineer

Integration Engineer Software Engineer

Software Architecture (UML)

Service Orchestration (BPEL)

Service Design (WSDL)

Business Rule Transformation

Business Rule Execution Software Development Process Execution

Service Implementation and Deployment

How to start Business processes as blueprint

Execution Engine Application Server Deployed Web Services

Service-oriented Business Process Modeling Service-oriented business processes

Business Rules Service

WS Self developed WS Services

SOA Design Time

SOA Run Time

ARIS Value Engineering (AVE)

ARIS Solution Scenarios for SOA

Service Architecture Management

Service Orchestration & Process Automation

Service & Application Engineering

ARIS Value Engineering for Business-Driven SOA

Define service process Mapping of Services to Applications

ARIS Value Engineering for Business-Driven SOA

Calculate proposal for credit increase

Approve credit applicat ion

United Motors Bank

United Motors Car Rental

Financials & Controlling

Risk Management & Compliance

Change credit applicat ion

Reuse of existing capabilit ies

Credit Busi ness

IT & Organizat ion

Human Resource Depart ment

Credit Decision Sales & Service Organization

Service Architecture Scope

Logical service description

Technical service description

interface wsdlPortType http://creditmgmt.soa.umg.ids.com/::CreditManagementService wsdlOperation +approveCreditApplication(in approveCreditApplicationR... wsdlOperation +rejectCreditApplication(in rejectCreditApplicationReque...

Business Information Model

To-be_ GPC_data architecture

Relationship/ association data

Service Mapping of Business Objects Service Mapping to Applications

Service Mapping of Data Objects Service Providing Applications

Logistics Systems SAP R/3

Strategy Phase Service Cost and Value Assessment

Strategy Phase EA & Standardization as Basis

Hardware Server Programming Languages

Operating System Development Tools

Strategy Phase Service Inventory (e.g. SAP)

Strategy Phase Roles to manage SOA Architectures

Business-Driven SOA Design Phase

Which business data can be used to define services?

Which process functionalities are suitable for service provisioning?

Check solvency Attract Customers

Check vehicle offer

Reject credit applicat ion