Best Practices in Targeted Legacy Modernization
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The document discusses best practices in targeted legacy modernization for government, highlighting the significant costs and challenges associated with maintaining outdated systems. It emphasizes the importance of decision management and business rules in enhancing operational effectiveness and agility while modernizing legacy systems. Various modernization approaches are presented, along with strategies for improving decision-making processes to achieve better outcomes and efficiency.
![© TechBlue, 2014 25
Avoiding J.A.B.O.R.
Don’t forget about the “Decision” in Decision Management
• Don’t just jump in and start writing code
• Focus on decisions, not rules. Avoid J.A.B.O.R. (Just A Bunch Of Rules)
[jab-er] –noun : indistinct, nonsensical talk; gibberish
• Adopt a proven methodology for harvesting, expressing, authoring and maintaining decisions
• Don’t forget about governance
• Don’t move your legacy application to a new platform
You are here to better manage your decisions,
not manage more code](https://image.slidesharecdn.com/bestpracticesintargetedlegacymodernization-150604184118-lva1-app6892/85/Best-Practices-in-Targeted-Legacy-Modernization-25-320.jpg)
Best Practices in Targeted Legacy Modernization
- 1. Best Practices in Targeted Legacy Modernization in Government
- 2. ©2014 Decision Management Solutions 2 Your Presenters James Taylor CEO of Decision Management Solutions We help clients to improve their business by applying business rules and analytic technology to automate and improve decisions I have spent the 11 years championing Decision Management and developing Decision Management Systems Claye Greene Managing Director of TechBlue Works with clients to transform and modernize using innovative technologies and approaches Specializes in the adoption of Decision Management and Service-Oriented Architectures Over 15 years experience implementing software solutions
- 3. Agenda Challenges in Modernization Decision Making in Legacy Systems TheValue of Business Rules Decision Management The Essential Framework Decision Modeling in Legacy Modernization 3©2014 Decision Management Solutions
- 5. © TechBlue, 2014 5 The Cost Of Legacy Modernization 70% GovernmentAccoutability Office reports that Federal agencies are spending 70% of their IT budgets on maintaining legacy systems. Over $50 billion being spent on outdated systems, instead of developing new capabilities. 70% - 80% of the world‘s data resides on mainframes, and is managed by over 200 billion lines of COBOL code
- 6. © TechBlue, 2014 6 The Impact Of Legacy Systems • Lack of agility slows response in mission-critical systems • Policies are buried in code with long change cycle 1 Operational Weakness • Test and learn is not an option • What you learn cannot be applied 2 No learning • Maintaining legacy systems is expensive • Changing them can be even more expensive 3 High operating costs • New capabilities that secure systems are unavailable • Patches to system security are more quickly outdated 4 Security risks
- 7. © TechBlue, 2014 7 Benefits Of Legacy Modernization Legacy Modernization Improve enterprise architecture effectiveness Standardize IT platforms Strengthen IT investments Modernize IT guidance and training Strengthen IT Governance Enable Agile IT
- 8. © TechBlue, 2014 8 Several Modernization Approaches Exist Retain as is Outsource Convert Refactor Enhance Rebuild Componentize Upgrade 1 2 Replace Retire But for many organizations, retaining, outsourcing, upgrading and retiring aren‘t viable
- 9. © TechBlue, 2014 9 Modernization Challenges And for other organizations, several factors influence the most appropriate approach Overall time of modernization Required personnel skills Existing legacy reuse Business process changes Overall level of effort of modernization Changes to underlying architecture Overall cost of modernization Dependency on legacy platform Overall level of effort Modernization risks
- 10. Decision Making In Legacy Systems
- 11. © TechBlue, 2014 11 Decision-making Matters Decisions embedded in mainframe code, or modernized code (ie Java, C#, etc) Many struggle with getting the decisions in the hands of the people that kow them best
- 12. © TechBlue, 2014 12 Decisioning Problems In Legacy High rate of change Business-oriented decisions change more frequently than traditional IT pace of change Reporting Business decisions are not easily reported from within legacy systems Business knows best Business decisions are generally best understood by the business Decisions are not processes Business decisions are generally best managed independent of the business processes For business-oriented systems, getting the decisions in the hands of the business should be a key strategic outcome of legacy modernization
- 13. © TechBlue, 2014 13 Improving Legacy System Decisions Decision improvements Improving the selection and allocation of work Reducing and / or eliminating risk of fraud Optimize Fraud Management Improving detection of illicit transactions Simulation (war-gaming) of mission-critical scenarios Improved awareness Strategic planning Improving tactical response to hazardous situations Protection and safety Decision improvements Improved situational awareness and accelerating response time Scenario simulation to optimize resource allocation and usage Awareness Simulation Improved customer satisfaction through informed, proactive decisioning Improved management and stewardship of government funds Customer relations Fiscally responsible Increase the strategic and monetary value of enterprise data Data value
- 14. © TechBlue, 2014 14 Modernizing Decisions Retain as is Outsource Convert Refactor Enhance Rebuild Componentize Upgrade 1 2 Replace Retire 1. Refactor to find decisions 2. Componentize to separate them 3. Enhance them with business rules
- 16. ©2014 Decision Management Solutions 16 Business Rules Drive Decisions But are a black box in most legacy systems
- 17. ©2014 Decision Management Solutions 17 Business Rules Deliver Transparency
- 18. © Decision Management Solutions, 2014 18 Example Business Rules Total Number of Orders Most Recent Order Total Orders last 12 months Lifetime OrderTotal Customer Status >= 5 < 90 days > $10,000 Gold >=10 < 180 days > $20,000 Gold >= 20 < 360 days > $40,000 Gold < 180 days > $1,000,000 Gold > $2,000,000 Gold If Patient’s DrugList contains “Drug1” and Patient’s DrugList contains “Drug2” then add “Drug 1 and Drug2 can interact in patients with high blood pressure” to DrugConflictReasons and set DrugConflictLevel to “Warning” If thisPart is of type “Fuel Tank” and thisPart < 1m from anyPart of type “Battery” then move(thisPart)
- 19. ©2014 Decision Management Solutions 19 Elements Of A BRMS Decision Service Testing and Debugging Technical Rule Management Non-technical Rule Management Impact Analysis Data Management Verification andValidation Deployment Rule Repository
- 20. ©2014 Decision Management Solutions 20 Business Rules Management System Design Transparency Execution Transparency Impact Analysis Collaboration
- 21. ©2014 Decision Management Solutions 21 Business Rules Deliver Agility ADD #2,+VCSDTFPD,RESULT=DTIN4A ADD #1,+ZW0DTFPD,RESULT=DTOUT4A CALL Z#SCMPDT,0,0,0,0,0,P2=DTIN4A,P3=DTOUT4A ADD #2,+VCSNEXPD,RESULT=DTIN5A ADD #1,+ZW0NEXPD,RESULT=DTOUT5A CALL Z#SCMPDT,0,0,0,0,0,P2=DTIN5A,P3=DTOUT5A SUB (ZW0NEXPD,#1),(ZW0DTFPD,#1),RESULT=ZW0#DAYS,PREC=DDD DO WHILE,(ZW0#DAYS,LT,ZL0DW090,DWORD) MOVE ZW0VALUE,2,WORD ADD #2,+VCSNEXPD,RESULT=ZC1DTIN CALL Z#SCMPDT,ZC1DTIN,(ZW0NXOUT),0,0,ZW0VALUE CALL Z#SCNVDT,(ZW0NXOUT),(ZW1NXDT) MOVE (VCSNEXPD,#2),ZW1NXDT,(4,BYTE) CONVTB ZW1NEXPD,(VCSNEXPD,#2),PREC=D,FORMAT=(6,0,I) CONVTD ZW0NEXYR,ZW1NEXPD+4,PREC=S,FORMAT=(2,0,I) IF (ZW0NEXYR,LE,ZL025,2) ADD ZW0NEXYR,ZL12000 ELSE ADD ZW0NEXYR,ZL01900 ENDIF while (the newExpirationDate of feeVehicle < the dateFeesReceived of feeVehicle + 90 days) do { the newExpirationDate of feeVehicle = the newExpirationDate of feeVehicle + 2 years } Which would you rather maintain?
- 22. ©2014 TechBlue 22 The Benefit Of Business Rules Decisions used by legacy systems Business Rule Management Systems are the solution Rule Repository
- 23. Decision Management The Essential Framework
- 24. © TechBlue, 2014 24 The Good, The Bad And The Ugly ImpactFact Organizations are adopting business rules more today than any other time before Most organizations that implement business rules focus on the technology first, forgetting about strategy and organization Many organizations approach legacy modernization by extracting business rules and implementing in a BRMS Good Bad Ugly Organizations are accelerating operational performance, reducing risk and making better decisions Organizations are struggling to create and sustain momentum for successful transformation into a decision-centric organization Many business rules adoptions in legacy modernization require a major refactor within 2 years of initiation
- 25. © TechBlue, 2014 25 Avoiding J.A.B.O.R. Don’t forget about the “Decision” in Decision Management • Don’t just jump in and start writing code • Focus on decisions, not rules. Avoid J.A.B.O.R. (Just A Bunch Of Rules) [jab-er] –noun : indistinct, nonsensical talk; gibberish • Adopt a proven methodology for harvesting, expressing, authoring and maintaining decisions • Don’t forget about governance • Don’t move your legacy application to a new platform You are here to better manage your decisions, not manage more code
- 26. ©2014 Decision Management Solutions 26 5 Steps to Success Analyze the code to find, isolate the decisions Retire the replaced legacy code Use the BRMS to redeploy the rules as a Decision Service accessible to the legacy system Work out the rules for these decisions and document them in a BRMS Model the decisions so you understand them Analyze Step 1 Step 2 Step 3 Step 4 Step 5 Model Organize Redeploy Retire How to approach business rules adoption from legacy systems
- 27. Decision Modeling in Legacy Modernization
- 28. ©2014 Decision Management Solutions 28 How To Describe Decisions Information • What is needed? • Where does it come from? Know-how • How to make it • How to improve it Precision • Exactly how? • Specificity without technical details
- 29. ©2014 Decision Management Solutions 29 Decisions Require Information “ValidateTax Return” requires Return and Citizen information “Calculate License Fee” requiresVehicle and Applicant information
- 30. ©2014 Decision Management Solutions 30 Decisions Require Knowledge “ValidateTax Return” requiresTax Regulations “Calculate License Fee” requires Legacy System andVehicle Code
- 31. ©2014 Decision Management Solutions 31 Decompose Decisioning What is required to make decision? Information Guidelines, policy Expertise Regulations Predictive Analytic Models Data Mining Results The results of other decisions
- 32. ©2014 Decision Management Solutions 32 Decisions Require Decisions These decisions must be made first Scale up and down
- 33. ©2014 Decision Management Solutions Develop A Decision Model
- 34. Decision Modeling and Notation (DMN) “… provide a common notation that is readily understandable by all business users... DMN creates a standardized bridge for the gap between the business decision design and decision implementation.” Use Cases Modeling Human Decision-making Modeling Requirements for automated Decision-making Implementing automated Decision-making OMG Beta Specification Released Standard expected mid-2014 Decision Management Solutions, IBM, Oracle,TIBCO, FICO, Escape Velocity, KUL, Model Systems, KPI,Visumpoint ©2014 Decision Management Solutions
- 35. ©2014 Decision Management Solutions 35 Case: State Agency Key objectives Don’t require complete rewrite of legacy Usable by non-technical analysts Comprehensive business control It must run quickly and scale on all platforms Identified key decision – “What is correct fee” Externalized just that decision
- 36. ©2014 Decision Management Solutions 36 Case: State Agency Outcome 2,000+ rules stored in central repository 60,000+ transactions/day across batch and online Rules easily updated by non-technical business people Benefits Managed, demonstrable compliance Rapid response to policy changes ROI example First day there was an error Fix took 15 minutes v 2-8 hours: 87%-97% reduction
- 37. Questions?
- 38. Recap and Next Steps
- 40. © TechBlue, 2014 40 Modern Systems = Higher Performance Modernized Platform More and more, Federal Agencies require access to, and incorporation of more recent information technology trends to meet mission critical requirements Without modernized platforms, old systems will continually hold back Agencies from accelerating and sustaining higher operational performance Big Data Cloud Decision Management Optimization
- 41. Decisions First Decisions first, rules second Make Decisions part of Business Architecture Adopt Decision Modeling 41©2014 Decision Management Solutions
- 42. More Resources White papers Simplifying Legacy Modernization Decision Modeling with DMN http://decisionmanagementsolutions.com/white-papers Books Decision Management Systems The MicroGuide to BPMN and DMN http://decisionmanagementsolutions.com/books ©2015 Decision Management Solutions
- 43. DecisionsFirst Modeler A collaborative decision modeling software that conforms to the new Decision Model and Notation (DMN) standard. ©2015 Decision Management Solutions DecisionsFirst Modeler is available as a free BasicVersion (SaaS) and a paid Enterprise Edition (SaaS or on-premise). Sign up at www.decisionsfirst.com
- 44. Thank You JamesTaylor james@decisionmanagementsolutions.com Claye Greene clayegreene@techblue.com More on Decision Management at decisionmangementsolutions.com techblue.com