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OUCC  2015
Inspiring	
  Innovation
Presentation:	
  
	
  	
  	
  	
  	
  Service	
  Oriented	
  Enterprise	
  (SOE)

Presenter:	
  Colin	
  Bell	
  (Director,	
  Enterprise	
  Architecture	
  –	
  University	
  of	
  Waterloo)

Date:	
  May	
  4,	
  2015
Outline
• Service	
  Oriented	
  Enterprise	
  (SOE)	
  
• “The	
  Cloud”	
  
• Service	
  Delivery	
  Models	
  
• Deployment	
  Models	
  
• Economies	
  of	
  Scale	
  
• What	
  is	
  a	
  Service?	
  
• Definitions	
  
• Practical	
  Definition	
  
• Graphical	
  Representation	
  
• Building	
  the	
  Service	
  Oriented	
  
Enterprise	
  
• Service	
  Management	
  w/	
  ITIL	
  
• Enterprise	
  Architecture	
  (EA)	
  
• Definition	
  
• Framework	
  
• EA	
  BOK	
  
• Business	
  Service	
  Reference	
  Models	
  
• Service-­‐Oriented	
  Architectures	
  (SOA)
Definition:  Cloud  Computing
Cloud	
  computing	
  is	
  the	
  use	
  of	
  computing	
  resources	
  (hardware	
  and	
  
software)	
  that	
  are	
  delivered	
  as	
  a	
  service	
  over	
  a	
  network	
  (typically	
  the	
  
Internet).	
  The	
  name	
  comes	
  from	
  the	
  use	
  of	
  a	
  cloud-­‐shaped	
  symbol	
  as	
  an	
  
abstraction	
  for	
  the	
  complex	
  infrastructure	
  it	
  contains	
  in	
  system	
  
diagrams.	
  Cloud	
  computing	
  entrusts	
  remote	
  services	
  with	
  a	
  user’s	
  data,	
  
software	
  and	
  computation.
Source:	
  http://en.wikipedia.org/wiki/Cloud_computing	
  
(2012)
Image:  Cloud  Computing
Source:	
  http://en.wikipedia.org/wiki/
Cloud_computing#/media/
File:Cloud_computing.svg
Cloud  Service  Delivery  Models
• Software	
  (Application)	
  as	
  a	
  Service	
  (SaaS)	
  
• Platform	
  as	
  a	
  Service	
  (PaaS)	
  
• Infrastructure	
  as	
  a	
  Service	
  (IaaS)
5
SaaS  -­‐  Software  (Application)  as  a  Service
• Traits:	
  
• providers	
  install	
  and	
  operate	
  application	
  software,	
  
• very	
  little	
  flexibility—	
  you	
  get	
  what	
  is	
  provided,	
  and;	
  
• users	
  do	
  not	
  worry	
  about	
  underlying	
  platform	
  or	
  infrastructure.	
  
• Examples:	
  
• GMail	
  /	
  Google	
  Apps	
  
• Hotmail	
  /	
  Microsoft	
  Office	
  365	
  
• Salesforce	
  
• Desire	
  2	
  Learn	
  /	
  Brightspace 6
PaaS  -­‐  Platform  as  a  Service
• Traits:	
  
• provides	
  users	
  with	
  an	
  infrastructure	
  pre-­‐configured	
  with	
  a	
  suite	
  of	
  
tools,	
  
• often	
  users	
  are	
  locked	
  into	
  a	
  particular	
  development	
  suite,	
  
database,	
  and	
  Web	
  server,	
  and;	
  
• users	
  can	
  build	
  and	
  run	
  software	
  in	
  a	
  controlled	
  environment.	
  
• Examples:	
  
• Google	
  App	
  Engine	
  
• Engine	
  Yard	
  
• Heroku 7
IaaS  -­‐  Infrastructure  as  a  Service
• Traits:	
  
• low-­‐level	
  access	
  to	
  basic	
  computing	
  components,	
  
• can	
  choose	
  own	
  OS,	
  software	
  stack,	
  and	
  configuration	
  settings,	
  
and;	
  
• clients	
  are	
  given	
  their	
  own	
  virtual	
  networks	
  and	
  data	
  centre.	
  
• Examples:	
  
• Amazon	
  AWS	
  
• Microsoft	
  Azure	
  
• Rackspace	
  Cloud
8
Economies  of  Scale  Benefits
9
SaaS	
  >	
  PaaS	
  >	
  IaaS
Why?
Less	
  Flexibility	
  +	
  Fewer	
  Features	
  
	
  Increased	
  Specialization	
  for	
  Service	
  Provider	
  (decreasing	
  per-­‐unit	
  costs)	
  
	
  Increased	
  Prospective	
  Customer	
  Base	
  for	
  Service	
  Provider	
  (lower	
  barrier	
  to	
  entry)
Cloud  Deployment  Models  
• Public	
  Cloud	
  
• Infrastructure	
  that	
  is	
  owned	
  by	
  a	
  corporation	
  who	
  sells	
  their	
  services	
  to	
  the	
  
general	
  public.	
  
• Community	
  Cloud	
  
• Infrastructure	
  that	
  is	
  shared	
  amongst	
  like-­‐entities.	
  Municipalities,	
  
Governments,	
  non-­‐Profit	
  Organizations,	
  and	
  Non-­‐Governmental	
  
Organizations	
  often	
  share	
  these	
  services.	
  
• Private	
  Cloud	
  
• Infrastructure	
  that	
  is	
  operated	
  solely	
  for	
  a	
  single	
  entity.	
  
• Hybrid	
  Cloud	
  
• A	
  composition	
  of	
  two	
  or	
  more	
  clouds	
  that	
  are	
  separate	
  at	
  the	
  lowest	
  
Infrastructure	
  levels	
  while	
  allowing	
  interconnection	
  at	
  higher	
  levels. 10
Value  Generation  (Impact++)  vs.  Cost  
• By	
  improving	
  specialization,	
  the	
  cost	
  of	
  production	
  (of	
  services)	
  can	
  be	
  
driven	
  down.	
  	
  By	
  increasing	
  the	
  number	
  of	
  customers,	
  revenue	
  can	
  
increase	
  as	
  marginal	
  costs	
  decrease.	
  
• Economies	
  of	
  scale	
  is	
  kicking	
  in.	
  
• When	
  someone	
  else	
  can	
  provide	
  service	
  for	
  less,	
  do	
  we	
  consider	
  the	
  
Opportunity	
  Cost?	
  
• Is	
  maintaining	
  the	
  status	
  quo	
  a	
  good	
  idea?	
  
• What	
  ’higher	
  value’	
  things	
  could	
  we	
  be	
  doing	
  to	
  make	
  the	
  organization	
  
more	
  productive? 11
1994:  Wentworth  Research  Program
12
Source:	
  George	
  Cox,	
  Time	
  to	
  Reshape	
  the	
  
IS	
  Department?	
  Wentworth	
  Research	
  
Program	
  (now	
  part	
  of	
  Gartner	
  
EXP,	
  Stamford,	
  CT),	
  June	
  1994.
Centre  for  Information  Systems  Research  
(CISR)  Multi-­‐unit  Portfolio  Model  
13
Source:	
  	
  MIT	
  Sloan	
  CISR,	
  Weill	
  P.,	
  Broadbent	
  M.	
  2002
What  is  a  Service?
• Basic	
  Definition	
  
• Inputs	
  +	
  Functionality	
  =	
  Output	
  
• Formal	
  Definition	
  
• See:	
  Journal	
  of	
  Software,	
  July	
  2006	
  
• Aliaksei	
  Yanchuk,	
  Alexander	
  Ivanyukovich,	
  Maurizio	
  Marchese	
  
“Towards	
  a	
  Mathematical	
  Foundation	
  for	
  Service-­‐Oriented	
  
Applications	
  Design”
14
What  is  a  Service?
• Basic	
  Definition	
  
• Inputs	
  +	
  Functionality	
  =	
  Output	
  
• Practical	
  Definition	
  
• Inputs	
  =	
  (effort,	
  data,	
  contract,	
  connection)	
  
• Functionality	
  (unknown	
  to	
  user	
  -­‐>	
  technology,	
  process,	
  people)	
  
• Output	
  =	
  (results)
15
What  is  a  Service?
16
Source:	
  http://servicetechbooks.com/
pdf/SOA_Principles_Poster.pdf
Information  Technology  Infrastructure  Library  
(ITIL)
• Service	
  Strategy	
  
• provides	
  guidance	
  on	
  clarification	
  and	
  prioritization	
  of	
  service-­‐
provider	
  investments	
  in	
  services.	
  
• Service	
  Design	
  
• provides	
  good-­‐practice	
  guidance	
  on	
  the	
  design	
  of	
  IT	
  services,	
  
processes,	
  and	
  other	
  aspects	
  of	
  the	
  service	
  management	
  effort.	
  
• Service	
  Transition	
  
• relates	
  to	
  the	
  delivery	
  of	
  services	
  required	
  by	
  a	
  business	
  into	
  live/
operational	
  use,	
  and	
  often	
  encompasses	
  the	
  ”project”	
  side	
  of	
  IT	
  
rather	
  than. 17
Quotes	
  from:	
  http://en.wikipedia.org/wiki/ITIL
Information  Technology  Infrastructure  Library  
(ITIL)
• Service	
  Operation	
  
• aims	
  to	
  provide	
  leading	
  practice	
  for	
  achieving	
  the	
  delivery	
  of	
  
agreed	
  levels	
  of	
  services	
  both	
  to	
  end-­‐users	
  and	
  the	
  customers	
  
(where	
  ”customers”	
  refer	
  to	
  those	
  individuals	
  who	
  pay	
  for	
  the	
  
service	
  and	
  negotiate	
  the	
  Service	
  Level	
  Agreements	
  (SLAs).	
  
• Continual	
  Service	
  Improvement	
  
• aims	
  to	
  align	
  and	
  realign	
  IT	
  services	
  to	
  changing	
  business	
  needs	
  by	
  
identifying	
  and	
  implementing	
  improvements	
  to	
  the	
  IT	
  services	
  that	
  
support	
  the	
  business	
  processes.
18
Quotes	
  from:	
  http://en.wikipedia.org/wiki/ITIL
Enterprise  Architecture  (EA)
Gartner:	
  
• Enterprise	
  architecture	
  (EA)	
  is	
  a	
  discipline	
  for	
  proactively	
  and	
  
holistically	
  leading	
  enterprise	
  responses	
  to	
  disruptive	
  forces	
  by	
  
identifying	
  and	
  analyzing	
  the	
  execution	
  of	
  change	
  toward	
  desired	
  
business	
  vision	
  and	
  outcomes.	
  EA	
  delivers	
  value	
  by	
  presenting	
  
business	
  and	
  IT	
  leaders	
  with	
  signature-­‐ready	
  recommendations	
  for	
  
adjusting	
  policies	
  and	
  projects	
  to	
  achieve	
  target	
  business	
  outcomes	
  
that	
  capitalize	
  on	
  relevant	
  business	
  disruptions.	
  EA	
  is	
  used	
  to	
  steer	
  
decision	
  making	
  toward	
  the	
  evolution	
  of	
  the	
  future	
  state	
  
architecture.
19
Source:	
  http://www.gartner.com/it-­‐glossary/enterprise-­‐
architecture-­‐ea/	
  
Enterprise  Architecture  (EA)
Human	
  readable:	
  
• Enterprise	
  architecture	
  (EA)	
  is	
  a	
  discipline	
  for	
  taking	
  a	
  structured	
  
approach	
  to	
  studying,	
  documenting,	
  designing,	
  planning,	
  and	
  
facilitating	
  change	
  within	
  an	
  organization.	
  The	
  goal	
  of	
  EA	
  is	
  to	
  allow	
  an	
  
enterprise	
  to	
  better	
  identify	
  high-­‐value	
  opportunities	
  and	
  help	
  it	
  
effectively	
  capitalize	
  on	
  them.
20
Enterprise  Architecture  (EA)
21
Business
Information
Applications
Technology
Governance
Security
Zachman  Framework  for  Enterprise  
Architecture  (EA)
• Zachman	
  Columns:	
  
• “What”	
  Things	
  +	
  Data	
  
• “How”	
  Processes	
  
• “Where”	
  Network	
  
• “Who”	
  People	
  
• “When”	
  Events	
  +	
  Times	
  
• “Why”	
  Strategies	
  +	
  Motivations	
  
• Zachman	
  Rows:	
  
• “Contextual”	
  Planner	
  /Enterprise	
  View	
  
• “Conceptual”	
  Owner	
  /	
  Business	
  View	
  
• “Logical”	
  Designer	
  /	
  Architect	
  View	
  
• “Physical”	
  Builder	
  /	
  Engineer	
  View	
  
• “Detailed”	
  Technician	
  View	
  
• “Functional”	
  Operator	
  View
22
Information	
  Systems	
  Management	
  In	
  Practice	
  (7th	
  Ed.)	
  
by	
  McNurlin,	
  C.B;	
  Sprague,	
  R.H.	
  	
  [Prentice	
  Hall,	
  2008]
Zachman  Framework  for  Enterprise  
Architecture  (EA)
23
Why How What Who Where When
Contextual
(Enterprise)
Goal List Process List Material List
Organizational
Unit & Role List
Geographical
Locations List
Event List
Conceptual
(Business)
Goal
Relationship
Process Model
Entity
Relationship
Model
Organizational
Unit & Role
Relationship
Model
Locations
Model
Event Model
Logical
(Architect)
Rules Diagram
Process
Diagram
Data Model
Diagram
Role
Relationship
Diagram
Locations
Diagram
Event Diagram
Physical
(Engineer)
Rulse
Specification
Process
Function
Specification
Data Entity
Role
Specification
Location
Specification
Event
Specification
Detailed
(Technician)
Rules Details Process Details Data Details Role Details Location Details Event Details
Information	
  Systems	
  Management	
  In	
  Practice	
  (7th	
  Ed.)	
  
by	
  McNurlin,	
  C.B;	
  Sprague,	
  R.H.	
  	
  [Prentice	
  Hall,	
  2008]
Enterprise  Architecture  Body  of  Knowledge  
(EA  BOK)
• Zachman	
  is	
  one	
  of	
  many	
  Frameworks.	
  
• Enterprise	
  Architecture	
  has	
  many	
  approaches,	
  not	
  one	
  size	
  fits	
  all.	
  
• To	
  learn	
  more	
  visit	
  the	
  MITRE	
  EA	
  BOK:	
  
• http://www2.mitre.org/public/eabok/
24
Business  Service  Reference  Models
• Governments	
  of	
  Canada	
  Strategic	
  Reference	
  Model	
  (GSRM)	
  
• Canadian	
  Government	
  Model,	
  built	
  up	
  from	
  Municipal	
  Models.	
  
• Defines	
  Service	
  Types	
  and	
  Service	
  Output	
  Types	
  
• Supports	
  Modelling	
  Languages	
  like	
  Service	
  Integration	
  and	
  
Accountability	
  (SIAM)	
  and	
  Program	
  Service	
  Alignment	
  Model	
  
(PSAM)	
  
• Office	
  of	
  Management	
  and	
  Budget	
  (OMB)	
  Federal	
  Enterprise	
  
Architecture	
  (FEA)	
  Service	
  Component	
  Reference	
  Model	
  (SRM)	
  
• US	
  Federal	
  Government	
  Model,	
  built	
  up	
  from	
  Agency	
  Models.
25
Business  Service  Reference  Models
26
BTEP	
  GSRM OMB	
  FEA	
  SRM
A  Service  Oriented  Enterprise  (SOE)
27
…  is  created  when  both  Business  and  IT  are  
Service-­‐Oriented  in  their  endeavours.  
Alignment  is  far  easier  to  govern  when  business  
and  IT  are  modelled  as  connected  value  chains  
from  back  office  through  business  to  our  clients.
Service-­‐Oriented  Architectures  (SOA)
• In	
  software	
  engineering,	
  a	
  service-­‐oriented	
  architecture	
  (SOA)	
  is	
  a	
  set	
  
of	
  principles	
  and	
  methodologies	
  for	
  designing	
  and	
  developing	
  
software	
  in	
  the	
  form	
  of	
  interoperable	
  services.	
  These	
  services	
  are	
  well-­‐
defined	
  business	
  functionalities	
  that	
  are	
  built	
  as	
  software	
  components	
  
(discrete	
  pieces	
  of	
  code	
  and/or	
  data	
  structures)	
  that	
  can	
  be	
  reused	
  for	
  
different	
  purposes.	
  SOA	
  design	
  principles	
  are	
  used	
  during	
  the	
  phases	
  
of	
  systems	
  development	
  and	
  integration.”
28
SOA  Principles:  Quick  and  Dirty
• loosely	
  couple	
  at	
  all	
  costs	
  
• never	
  require	
  a	
  particular	
  operating	
  system	
  or	
  technology	
  
• keep	
  services	
  unassociated	
  until	
  runtime	
  
• do	
  not	
  allow	
  any	
  embedded	
  links	
  between	
  services	
  
• only	
  communicate	
  over	
  documented	
  channels	
  
• only	
  communicate	
  through	
  documented	
  interfaces	
  
• to	
  build	
  on	
  top	
  of	
  other	
  services	
  (compose)	
  at	
  quality	
  and	
  to	
  
• spec,	
  SLA	
  underpinning	
  contracts	
  (UCs)	
  are	
  required
29
SOA  Principles:  Thomas  Erl  View
• Standardized	
  Service	
  Contract	
  
• Services	
  within	
  the	
  same	
  service	
  inventory	
  are	
  in	
  compliance	
  with	
  
the	
  same	
  contract	
  design	
  standards.	
  
• Service	
  Loose	
  Coupling	
  
• Service	
  contracts	
  impose	
  low	
  consumer	
  coupling	
  requirements	
  and	
  
are	
  themselves	
  decoupled	
  from	
  their	
  surrounding	
  environment.	
  
• Service	
  Abstraction	
  
• Service	
  contracts	
  only	
  contain	
  essential	
  information	
  and	
  
information	
  about	
  services	
  is	
  limited	
  to	
  what	
  is	
  published	
  in	
  service	
  
contracts. 30
http://www.soaposters.com/
SOA  Principles:  Thomas  Erl  View
• Service	
  Reusability	
  
• Services	
  contain	
  and	
  express	
  agnostic	
  logic	
  and	
  can	
  be	
  positioned	
  
as	
  reusable	
  enterprise	
  resources.	
  
• Service	
  Autonomy	
  
• Services	
  exercise	
  a	
  high	
  level	
  of	
  control	
  over	
  their	
  underlying	
  
runtime	
  execution	
  environment.	
  
• Service	
  Statelessness	
  
• Services	
  minimize	
  resource	
  consumption	
  by	
  deferring	
  the	
  
management	
  of	
  state	
  information	
  when	
  necessary.
31
http://www.soaposters.com/
Why  SOA?  Ask  Stevey!
• Case:	
  Amazon	
  vs.	
  Google	
  
• Steve	
  Yegge’s	
  ”Stevey’s	
  Google	
  Platforms	
  Rant”	
  
• Engineer	
  at	
  Google	
  released	
  a	
  rant	
  on	
  Google+	
  around	
  Oct	
  2011.	
  
• A	
  user	
  error	
  with	
  Google+	
  led	
  to	
  a	
  Google	
  employee	
  posting	
  a	
  rant	
  
against	
  Google.	
  
• He	
  had	
  worked	
  at	
  Amazon	
  before	
  Google	
  and	
  ranted	
  about	
  where	
  
Google	
  was	
  failing.
32
Why  SOA?  Ask  Stevey!
In	
  2002,	
  Jeff	
  Bezos	
  (founder	
  +	
  CEO	
  of	
  Amazon)	
  issued	
  a	
  mandate.	
  
1. All	
  teams	
  will	
  henceforth	
  expose	
  their	
  data	
  and	
  functionality	
  through	
  
service	
  interfaces.	
  
2. Teams	
  must	
  communicate	
  with	
  each	
  other	
  through	
  these	
  interfaces	
  
3. There	
  will	
  be	
  no	
  other	
  form	
  of	
  interprocess	
  communication	
  allowed:	
  
no	
  direct	
  linking,	
  no	
  direct	
  reads	
  of	
  another	
  team’s	
  data	
  store,	
  no	
  
shared-­‐memory	
  model,	
  no	
  back-­‐doors	
  whatsoever.	
  The	
  only	
  
communication	
  allowed	
  is	
  via	
  service	
  interface	
  calls	
  over	
  the	
  
network.
33
Why  SOA?  Ask  Stevey!
4. It	
  doesn’t	
  matter	
  what	
  technology	
  they	
  use.	
  HTTP,	
  Corba,	
  Pubsub,	
  
custom	
  protocols	
  –	
  doesn’t	
  matter.	
  Bezos	
  doesn’t	
  care.	
  
5. All	
  service	
  interfaces,	
  without	
  exception,	
  must	
  be	
  designed	
  from	
  the	
  
ground	
  up	
  to	
  be	
  externalizable.	
  That	
  is	
  to	
  say,	
  the	
  team	
  must	
  plan	
  and	
  
design	
  to	
  be	
  able	
  to	
  expose	
  the	
  interface	
  to	
  developers	
  in	
  the	
  outside	
  
world.	
  No	
  exceptions.
34
Why  SOA?  Ask  Stevey!
Lessons	
  from	
  a	
  massive	
  undertaking	
  of	
  building	
  SOA	
  at	
  Amazon:	
  
• pager	
  escalation	
  can	
  get	
  hard.	
  need	
  metrics	
  and	
  reporting	
  
• every	
  single	
  one	
  of	
  your	
  peer	
  teams	
  becomes	
  a	
  potential	
  denial	
  of	
  
service	
  
• monitoring	
  and	
  QA	
  are	
  the	
  same	
  thing	
  in	
  SOAs	
  
• a	
  universal	
  service	
  registration	
  mechanism	
  is	
  a	
  powerful	
  thing	
  to	
  
have	
  
• follow-­‐on	
  benefits	
  are	
  compelling
35
Why  SOA?  Ask  Stevey!
• Steve	
  then	
  explains...	
  as	
  hard	
  as	
  SOA	
  was,	
  it	
  was	
  the	
  Right	
  Thing	
  to	
  do.	
  
• He	
  goes	
  on	
  to	
  stress	
  that	
  Amazon’s	
  abilities	
  as	
  a	
  provider	
  of	
  
Infrastructure	
  and	
  a	
  Platform	
  far	
  outstrip	
  Google	
  because	
  of	
  one	
  
ultimate	
  thing:	
  
• Accessibility!	
  
• If	
  someone	
  should	
  be	
  able	
  to	
  access	
  something	
  and	
  cannot	
  get	
  it	
  
through	
  a	
  Service,	
  it	
  represents	
  a	
  HUGE	
  roadblock	
  to	
  the	
  
Organization’s	
  success.
36
Why  SOA?  Ask  Stevey!
Moral	
  of	
  the	
  story:	
  
• There	
  is	
  evidence	
  that	
  an	
  organization	
  is	
  able	
  to	
  thrive	
  in	
  their	
  
market	
  after	
  adopting	
  an	
  SOA	
  mandate.	
  They	
  were	
  able	
  to	
  develop	
  
marketable	
  value-­‐add	
  functionality	
  following	
  their	
  adoption	
  of	
  SOA.	
  
They	
  accomplished	
  this	
  by	
  imposing	
  a	
  requirement	
  that	
  everyone	
  
always	
  use	
  ’Services.’	
  Amazon	
  used	
  a	
  series	
  of	
  Lego	
  blocks	
  to	
  
combine	
  functionality	
  in	
  a	
  wide	
  variety	
  of	
  ways.
37
Governance:  the  questions  we  need  to  ask.
1. If	
  we	
  continue	
  duplicating	
  high	
  cost	
  /	
  low	
  impact	
  work	
  across	
  our	
  
organizations	
  (province?)	
  what	
  is	
  the	
  Opportunity	
  Cost?	
  
2. How	
  are	
  resources	
  provisioned	
  to	
  support	
  activities?	
  	
  If	
  funds	
  flow	
  to	
  
decentralized	
  parties	
  /	
  agents,	
  how	
  do	
  we	
  convince	
  them	
  to	
  share	
  
services?	
  
3. Can	
  a	
  discipline	
  like	
  Enterprise	
  Architecture	
  help?	
  
4. How	
  can	
  we	
  help	
  our	
  business	
  clients	
  see	
  the	
  value	
  of	
  modelling	
  their	
  
activities	
  as	
  services?	
  	
  How	
  do	
  we	
  build	
  complete	
  models	
  that	
  allow	
  
the	
  value	
  chain	
  from	
  back	
  office	
  to	
  client	
  to	
  be	
  measured?
38
Game  Plan  for  building  an  SOE
1. Control	
  what	
  you	
  can.	
  
• Get	
  IT	
  in	
  order,	
  build	
  radical	
  Service-­‐Orientation	
  within	
  your	
  
organizations.	
  
2. Learn	
  what	
  it	
  means	
  to	
  be	
  Service-­‐Oriented.	
  	
  Trial	
  by	
  fire.	
  
• Make	
  your	
  mistakes,	
  pick	
  yourself	
  up,	
  and	
  learn	
  from	
  them.	
  
• Adopt	
  LEAN	
  and	
  Agile	
  mindsets.	
  	
  Business	
  value	
  is	
  the	
  primary	
  
driver.	
  	
  Fail	
  early,	
  learn	
  often	
  is	
  the	
  new	
  IT	
  mantra.	
  
3. Help	
  the	
  Business	
  learn	
  to	
  think	
  radical	
  Service-­‐Orientation.
39
OUCC  2015
Inspiring	
  Innovation
Questions	
  &	
  Answers

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OUCC2015 Service Oriented Enterprise (SOE)

  • 1. OUCC  2015 Inspiring  Innovation Presentation:            Service  Oriented  Enterprise  (SOE)
 Presenter:  Colin  Bell  (Director,  Enterprise  Architecture  –  University  of  Waterloo)
 Date:  May  4,  2015
  • 2. Outline • Service  Oriented  Enterprise  (SOE)   • “The  Cloud”   • Service  Delivery  Models   • Deployment  Models   • Economies  of  Scale   • What  is  a  Service?   • Definitions   • Practical  Definition   • Graphical  Representation   • Building  the  Service  Oriented   Enterprise   • Service  Management  w/  ITIL   • Enterprise  Architecture  (EA)   • Definition   • Framework   • EA  BOK   • Business  Service  Reference  Models   • Service-­‐Oriented  Architectures  (SOA)
  • 3. Definition:  Cloud  Computing Cloud  computing  is  the  use  of  computing  resources  (hardware  and   software)  that  are  delivered  as  a  service  over  a  network  (typically  the   Internet).  The  name  comes  from  the  use  of  a  cloud-­‐shaped  symbol  as  an   abstraction  for  the  complex  infrastructure  it  contains  in  system   diagrams.  Cloud  computing  entrusts  remote  services  with  a  user’s  data,   software  and  computation. Source:  http://en.wikipedia.org/wiki/Cloud_computing   (2012)
  • 4. Image:  Cloud  Computing Source:  http://en.wikipedia.org/wiki/ Cloud_computing#/media/ File:Cloud_computing.svg
  • 5. Cloud  Service  Delivery  Models • Software  (Application)  as  a  Service  (SaaS)   • Platform  as  a  Service  (PaaS)   • Infrastructure  as  a  Service  (IaaS) 5
  • 6. SaaS  -­‐  Software  (Application)  as  a  Service • Traits:   • providers  install  and  operate  application  software,   • very  little  flexibility—  you  get  what  is  provided,  and;   • users  do  not  worry  about  underlying  platform  or  infrastructure.   • Examples:   • GMail  /  Google  Apps   • Hotmail  /  Microsoft  Office  365   • Salesforce   • Desire  2  Learn  /  Brightspace 6
  • 7. PaaS  -­‐  Platform  as  a  Service • Traits:   • provides  users  with  an  infrastructure  pre-­‐configured  with  a  suite  of   tools,   • often  users  are  locked  into  a  particular  development  suite,   database,  and  Web  server,  and;   • users  can  build  and  run  software  in  a  controlled  environment.   • Examples:   • Google  App  Engine   • Engine  Yard   • Heroku 7
  • 8. IaaS  -­‐  Infrastructure  as  a  Service • Traits:   • low-­‐level  access  to  basic  computing  components,   • can  choose  own  OS,  software  stack,  and  configuration  settings,   and;   • clients  are  given  their  own  virtual  networks  and  data  centre.   • Examples:   • Amazon  AWS   • Microsoft  Azure   • Rackspace  Cloud 8
  • 9. Economies  of  Scale  Benefits 9 SaaS  >  PaaS  >  IaaS Why? Less  Flexibility  +  Fewer  Features    Increased  Specialization  for  Service  Provider  (decreasing  per-­‐unit  costs)    Increased  Prospective  Customer  Base  for  Service  Provider  (lower  barrier  to  entry)
  • 10. Cloud  Deployment  Models   • Public  Cloud   • Infrastructure  that  is  owned  by  a  corporation  who  sells  their  services  to  the   general  public.   • Community  Cloud   • Infrastructure  that  is  shared  amongst  like-­‐entities.  Municipalities,   Governments,  non-­‐Profit  Organizations,  and  Non-­‐Governmental   Organizations  often  share  these  services.   • Private  Cloud   • Infrastructure  that  is  operated  solely  for  a  single  entity.   • Hybrid  Cloud   • A  composition  of  two  or  more  clouds  that  are  separate  at  the  lowest   Infrastructure  levels  while  allowing  interconnection  at  higher  levels. 10
  • 11. Value  Generation  (Impact++)  vs.  Cost   • By  improving  specialization,  the  cost  of  production  (of  services)  can  be   driven  down.    By  increasing  the  number  of  customers,  revenue  can   increase  as  marginal  costs  decrease.   • Economies  of  scale  is  kicking  in.   • When  someone  else  can  provide  service  for  less,  do  we  consider  the   Opportunity  Cost?   • Is  maintaining  the  status  quo  a  good  idea?   • What  ’higher  value’  things  could  we  be  doing  to  make  the  organization   more  productive? 11
  • 12. 1994:  Wentworth  Research  Program 12 Source:  George  Cox,  Time  to  Reshape  the   IS  Department?  Wentworth  Research   Program  (now  part  of  Gartner   EXP,  Stamford,  CT),  June  1994.
  • 13. Centre  for  Information  Systems  Research   (CISR)  Multi-­‐unit  Portfolio  Model   13 Source:    MIT  Sloan  CISR,  Weill  P.,  Broadbent  M.  2002
  • 14. What  is  a  Service? • Basic  Definition   • Inputs  +  Functionality  =  Output   • Formal  Definition   • See:  Journal  of  Software,  July  2006   • Aliaksei  Yanchuk,  Alexander  Ivanyukovich,  Maurizio  Marchese   “Towards  a  Mathematical  Foundation  for  Service-­‐Oriented   Applications  Design” 14
  • 15. What  is  a  Service? • Basic  Definition   • Inputs  +  Functionality  =  Output   • Practical  Definition   • Inputs  =  (effort,  data,  contract,  connection)   • Functionality  (unknown  to  user  -­‐>  technology,  process,  people)   • Output  =  (results) 15
  • 16. What  is  a  Service? 16 Source:  http://servicetechbooks.com/ pdf/SOA_Principles_Poster.pdf
  • 17. Information  Technology  Infrastructure  Library   (ITIL) • Service  Strategy   • provides  guidance  on  clarification  and  prioritization  of  service-­‐ provider  investments  in  services.   • Service  Design   • provides  good-­‐practice  guidance  on  the  design  of  IT  services,   processes,  and  other  aspects  of  the  service  management  effort.   • Service  Transition   • relates  to  the  delivery  of  services  required  by  a  business  into  live/ operational  use,  and  often  encompasses  the  ”project”  side  of  IT   rather  than. 17 Quotes  from:  http://en.wikipedia.org/wiki/ITIL
  • 18. Information  Technology  Infrastructure  Library   (ITIL) • Service  Operation   • aims  to  provide  leading  practice  for  achieving  the  delivery  of   agreed  levels  of  services  both  to  end-­‐users  and  the  customers   (where  ”customers”  refer  to  those  individuals  who  pay  for  the   service  and  negotiate  the  Service  Level  Agreements  (SLAs).   • Continual  Service  Improvement   • aims  to  align  and  realign  IT  services  to  changing  business  needs  by   identifying  and  implementing  improvements  to  the  IT  services  that   support  the  business  processes. 18 Quotes  from:  http://en.wikipedia.org/wiki/ITIL
  • 19. Enterprise  Architecture  (EA) Gartner:   • Enterprise  architecture  (EA)  is  a  discipline  for  proactively  and   holistically  leading  enterprise  responses  to  disruptive  forces  by   identifying  and  analyzing  the  execution  of  change  toward  desired   business  vision  and  outcomes.  EA  delivers  value  by  presenting   business  and  IT  leaders  with  signature-­‐ready  recommendations  for   adjusting  policies  and  projects  to  achieve  target  business  outcomes   that  capitalize  on  relevant  business  disruptions.  EA  is  used  to  steer   decision  making  toward  the  evolution  of  the  future  state   architecture. 19 Source:  http://www.gartner.com/it-­‐glossary/enterprise-­‐ architecture-­‐ea/  
  • 20. Enterprise  Architecture  (EA) Human  readable:   • Enterprise  architecture  (EA)  is  a  discipline  for  taking  a  structured   approach  to  studying,  documenting,  designing,  planning,  and   facilitating  change  within  an  organization.  The  goal  of  EA  is  to  allow  an   enterprise  to  better  identify  high-­‐value  opportunities  and  help  it   effectively  capitalize  on  them. 20
  • 22. Zachman  Framework  for  Enterprise   Architecture  (EA) • Zachman  Columns:   • “What”  Things  +  Data   • “How”  Processes   • “Where”  Network   • “Who”  People   • “When”  Events  +  Times   • “Why”  Strategies  +  Motivations   • Zachman  Rows:   • “Contextual”  Planner  /Enterprise  View   • “Conceptual”  Owner  /  Business  View   • “Logical”  Designer  /  Architect  View   • “Physical”  Builder  /  Engineer  View   • “Detailed”  Technician  View   • “Functional”  Operator  View 22 Information  Systems  Management  In  Practice  (7th  Ed.)   by  McNurlin,  C.B;  Sprague,  R.H.    [Prentice  Hall,  2008]
  • 23. Zachman  Framework  for  Enterprise   Architecture  (EA) 23 Why How What Who Where When Contextual (Enterprise) Goal List Process List Material List Organizational Unit & Role List Geographical Locations List Event List Conceptual (Business) Goal Relationship Process Model Entity Relationship Model Organizational Unit & Role Relationship Model Locations Model Event Model Logical (Architect) Rules Diagram Process Diagram Data Model Diagram Role Relationship Diagram Locations Diagram Event Diagram Physical (Engineer) Rulse Specification Process Function Specification Data Entity Role Specification Location Specification Event Specification Detailed (Technician) Rules Details Process Details Data Details Role Details Location Details Event Details Information  Systems  Management  In  Practice  (7th  Ed.)   by  McNurlin,  C.B;  Sprague,  R.H.    [Prentice  Hall,  2008]
  • 24. Enterprise  Architecture  Body  of  Knowledge   (EA  BOK) • Zachman  is  one  of  many  Frameworks.   • Enterprise  Architecture  has  many  approaches,  not  one  size  fits  all.   • To  learn  more  visit  the  MITRE  EA  BOK:   • http://www2.mitre.org/public/eabok/ 24
  • 25. Business  Service  Reference  Models • Governments  of  Canada  Strategic  Reference  Model  (GSRM)   • Canadian  Government  Model,  built  up  from  Municipal  Models.   • Defines  Service  Types  and  Service  Output  Types   • Supports  Modelling  Languages  like  Service  Integration  and   Accountability  (SIAM)  and  Program  Service  Alignment  Model   (PSAM)   • Office  of  Management  and  Budget  (OMB)  Federal  Enterprise   Architecture  (FEA)  Service  Component  Reference  Model  (SRM)   • US  Federal  Government  Model,  built  up  from  Agency  Models. 25
  • 26. Business  Service  Reference  Models 26 BTEP  GSRM OMB  FEA  SRM
  • 27. A  Service  Oriented  Enterprise  (SOE) 27 …  is  created  when  both  Business  and  IT  are   Service-­‐Oriented  in  their  endeavours.   Alignment  is  far  easier  to  govern  when  business   and  IT  are  modelled  as  connected  value  chains   from  back  office  through  business  to  our  clients.
  • 28. Service-­‐Oriented  Architectures  (SOA) • In  software  engineering,  a  service-­‐oriented  architecture  (SOA)  is  a  set   of  principles  and  methodologies  for  designing  and  developing   software  in  the  form  of  interoperable  services.  These  services  are  well-­‐ defined  business  functionalities  that  are  built  as  software  components   (discrete  pieces  of  code  and/or  data  structures)  that  can  be  reused  for   different  purposes.  SOA  design  principles  are  used  during  the  phases   of  systems  development  and  integration.” 28
  • 29. SOA  Principles:  Quick  and  Dirty • loosely  couple  at  all  costs   • never  require  a  particular  operating  system  or  technology   • keep  services  unassociated  until  runtime   • do  not  allow  any  embedded  links  between  services   • only  communicate  over  documented  channels   • only  communicate  through  documented  interfaces   • to  build  on  top  of  other  services  (compose)  at  quality  and  to   • spec,  SLA  underpinning  contracts  (UCs)  are  required 29
  • 30. SOA  Principles:  Thomas  Erl  View • Standardized  Service  Contract   • Services  within  the  same  service  inventory  are  in  compliance  with   the  same  contract  design  standards.   • Service  Loose  Coupling   • Service  contracts  impose  low  consumer  coupling  requirements  and   are  themselves  decoupled  from  their  surrounding  environment.   • Service  Abstraction   • Service  contracts  only  contain  essential  information  and   information  about  services  is  limited  to  what  is  published  in  service   contracts. 30 http://www.soaposters.com/
  • 31. SOA  Principles:  Thomas  Erl  View • Service  Reusability   • Services  contain  and  express  agnostic  logic  and  can  be  positioned   as  reusable  enterprise  resources.   • Service  Autonomy   • Services  exercise  a  high  level  of  control  over  their  underlying   runtime  execution  environment.   • Service  Statelessness   • Services  minimize  resource  consumption  by  deferring  the   management  of  state  information  when  necessary. 31 http://www.soaposters.com/
  • 32. Why  SOA?  Ask  Stevey! • Case:  Amazon  vs.  Google   • Steve  Yegge’s  ”Stevey’s  Google  Platforms  Rant”   • Engineer  at  Google  released  a  rant  on  Google+  around  Oct  2011.   • A  user  error  with  Google+  led  to  a  Google  employee  posting  a  rant   against  Google.   • He  had  worked  at  Amazon  before  Google  and  ranted  about  where   Google  was  failing. 32
  • 33. Why  SOA?  Ask  Stevey! In  2002,  Jeff  Bezos  (founder  +  CEO  of  Amazon)  issued  a  mandate.   1. All  teams  will  henceforth  expose  their  data  and  functionality  through   service  interfaces.   2. Teams  must  communicate  with  each  other  through  these  interfaces   3. There  will  be  no  other  form  of  interprocess  communication  allowed:   no  direct  linking,  no  direct  reads  of  another  team’s  data  store,  no   shared-­‐memory  model,  no  back-­‐doors  whatsoever.  The  only   communication  allowed  is  via  service  interface  calls  over  the   network. 33
  • 34. Why  SOA?  Ask  Stevey! 4. It  doesn’t  matter  what  technology  they  use.  HTTP,  Corba,  Pubsub,   custom  protocols  –  doesn’t  matter.  Bezos  doesn’t  care.   5. All  service  interfaces,  without  exception,  must  be  designed  from  the   ground  up  to  be  externalizable.  That  is  to  say,  the  team  must  plan  and   design  to  be  able  to  expose  the  interface  to  developers  in  the  outside   world.  No  exceptions. 34
  • 35. Why  SOA?  Ask  Stevey! Lessons  from  a  massive  undertaking  of  building  SOA  at  Amazon:   • pager  escalation  can  get  hard.  need  metrics  and  reporting   • every  single  one  of  your  peer  teams  becomes  a  potential  denial  of   service   • monitoring  and  QA  are  the  same  thing  in  SOAs   • a  universal  service  registration  mechanism  is  a  powerful  thing  to   have   • follow-­‐on  benefits  are  compelling 35
  • 36. Why  SOA?  Ask  Stevey! • Steve  then  explains...  as  hard  as  SOA  was,  it  was  the  Right  Thing  to  do.   • He  goes  on  to  stress  that  Amazon’s  abilities  as  a  provider  of   Infrastructure  and  a  Platform  far  outstrip  Google  because  of  one   ultimate  thing:   • Accessibility!   • If  someone  should  be  able  to  access  something  and  cannot  get  it   through  a  Service,  it  represents  a  HUGE  roadblock  to  the   Organization’s  success. 36
  • 37. Why  SOA?  Ask  Stevey! Moral  of  the  story:   • There  is  evidence  that  an  organization  is  able  to  thrive  in  their   market  after  adopting  an  SOA  mandate.  They  were  able  to  develop   marketable  value-­‐add  functionality  following  their  adoption  of  SOA.   They  accomplished  this  by  imposing  a  requirement  that  everyone   always  use  ’Services.’  Amazon  used  a  series  of  Lego  blocks  to   combine  functionality  in  a  wide  variety  of  ways. 37
  • 38. Governance:  the  questions  we  need  to  ask. 1. If  we  continue  duplicating  high  cost  /  low  impact  work  across  our   organizations  (province?)  what  is  the  Opportunity  Cost?   2. How  are  resources  provisioned  to  support  activities?    If  funds  flow  to   decentralized  parties  /  agents,  how  do  we  convince  them  to  share   services?   3. Can  a  discipline  like  Enterprise  Architecture  help?   4. How  can  we  help  our  business  clients  see  the  value  of  modelling  their   activities  as  services?    How  do  we  build  complete  models  that  allow   the  value  chain  from  back  office  to  client  to  be  measured? 38
  • 39. Game  Plan  for  building  an  SOE 1. Control  what  you  can.   • Get  IT  in  order,  build  radical  Service-­‐Orientation  within  your   organizations.   2. Learn  what  it  means  to  be  Service-­‐Oriented.    Trial  by  fire.   • Make  your  mistakes,  pick  yourself  up,  and  learn  from  them.   • Adopt  LEAN  and  Agile  mindsets.    Business  value  is  the  primary   driver.    Fail  early,  learn  often  is  the  new  IT  mantra.   3. Help  the  Business  learn  to  think  radical  Service-­‐Orientation. 39