Enterprise SOA and Cloud Planning

1. Enterprise SOA and Cloud Planning Presentation to Association of Enterprise Architects, Washington DC Chapter John Chi-Zong Wu peaitce@yahoo.com 8/10/2011

2. Presentation goals • EA plans for the enterprise SOA and cloud computing environment. • Distinguish cross-cutting architecture from top-down architecture. • The engineering of reuse. • The engineering of consolidation. • The political aspect of Cross Cutting Architecture. • The concept of standardization and compliance. • The interaction of CIO office and stakeholders. • The standardization approach. • The compliance enforcement approach.

3. EA to plan enterprise SOA and Cloud • SOA and Cloud computing does not replace EA. • On the contrary, SOA and cloud computing have further recognize the value of EA. • SOA and Cloud computing can minimize the burden of technology for an organization. • However, it does not free the organization from planning their SOA and cloud computing environment. • The challenge of SOA and cloud computing is the planning on defining the services and which one to outsource for cloud computing rather than the technology. • EA is the effort to plan the enterprise SOA and cloud computing environment.

4. The cross-cutting architecture • Planning for enterprise SOA and cloud computing is a cross-cutting architecture effort in horizontal direction as shown in the figure. • The cross cut architecture design the reuse, interoperability, consolidation, facilitate standardization and compliance in a horizontal architecture direction.

5. Distinguish cross-cutting and top-down • EA community need to distinguish cross-cutting architecture from top down architecture. • Under the top down culture Reuse and consolidation is only considered as the fringe benefit when opportunity comes. • Top down architecture method is the rudimentary cause to stovepipe culture. • Using the same method in EA can only create a larger stovepipe system. • The solution is to distinguish the cross-cutting architecture from top down architecture.

6. Why cross-cutting architecture? • Architecting Enterprise primitive, and building blocks to enable enterprise agility • Establish enterprise agility by keeping it simple. • Clarify the myth of EA.

7. Architecting the enterprise primitives • The cross cutting architecture identify and design the enterprise primitives and building blocks. • LEA is light to architect the Enterprise building blocks instead of the enterprise blueprint. • Zachman said that “ Enterprise Architecture is the set of primitive, descriptive artifacts that constitute the knowledge infrastructure of the Enterprise.” • The DOD “Enterprise Architecture based on Design primitives and patterns” employs Primitives and Design patterns to bring enterprise architecture into the future.

8. Establish Enterprise agility • Cross cutting Architecture enable enterprise agility by establishing the common infrastructure. • The Enterprise Agility increase with the level of common infrastructure as shown in the following figure.

9. Cross cutting architecture concept clarify the myth of EA. Trying to understand EA from top down architecture theory contributes to the following EA myth. Confusing Reference model with reference architecture. Conducting internal pattern recognition without learning experience of the others. Reuse and consolidation as the side kick. EA community focused on designing the blueprint and looks for opportunities for reuse. EA to architect the enterprise blue print in a command and control approach. Clarify the myth of EA

10. The cross-cutting architecture model • The cross-cutting architecture is composed of the following disciplines: • Learning experience of others. • Reference models • Engineering of reuse. • Engineering of consolidation. • Standardization. • Governance and compliance

11. Traditional EA approach design the enterprise blueprint and conduct internal pattern analysis to identify the enterprise common blocks. It is a stove pipe approach with redundant effort without learning experience of the others. . There is nothing new under the sun particularly in the case of enterprise building blocks. Each line of business have similar set of building blocks. Internal pattern recognition is redundant

12. Cross cutting architecture leverage on the human gift of learn experience from the others. Human is the only creature with the gift to learn experience of the other. But it is also human nature in declining do so. There is nothing new under the sun and it is particular true for the building blocks. Each line of business has similar set of building blocks. To learn experiences of others

13. The risk of learning experience is to learn from the wrong experience by comparing apple and orange. Learn the right experience from the same line of business. Learn the building blocks and primitive rather than copy the entire solution. While the same line of business have similar set of building blocks, each business have a unique solution. Learn right experiences

14. The key to learn the right experience is to identify the common recognized line of businesses using reference models. For example the OSI reference model for network protocol and the US OMB reference models. Identify the common LOB using the established works of enterprise maps, knowledge management, master planning and notional target architecture Identify Enterprise LOBs via reference model

15. Clarify the myth of Reference models • Cross cutting architecture concept clarify the confusion of reference model. • Reference models is the lessen 101 of EA but It is also the beginning of EA confusion. • Many EA professional, under the shadow of top down architecture culture, has confused Reference model with reference architecture. • In cross cutting architecture, reference models are used to bring every on the same page to learn the right experiences and communicate enterprise reuse.

16. In the center of cross cutting architecture model is the Engineering of reuse and consolidation. LEA propose the Engineering of reuse and consolidation model to take both pattern analysis for reuse and workload analysis for consolidation. Service Oriented Architecture must consider both the aspect reuse and consolidation. Most of SOA research focus the logical aspect of reusable pattern. The physical aspect of consolidation is overlooked. May SOA project failed due to lack of workload analysis. The engineering of reuse and consolidation

17. Architect the enterprise primitive via the engineering of reuse and consolidation. Reuse which is driven by reuse pattern is a logical consideration Consolidation which is driven by workload is a physical consideration. The engineering of reuse and consolidation applies to four layers of Enterprise Architecture. Reuse and Consolidation

18. The engineering of reuse • Engineering of reuse is logical based on reusable pattern. • John Zachman said “Reuse or interoperabitliy does not happen by accident. It is the result of engineering” • The Engineering of reuse is driven by reusable patterns. • Reuse by learning experience of the others rather than conducting redundant pattern recognition approach. • Reuse the business process, the application components and the information resources.

19. Driven by reusable patterns The engineering of reuse is driven by reusable patterns which include as described in the IBM e-business patterns. • The business patterns. • Composite patterns • Integration pattern. • The Application patterns • The data pattern • The runtime pattern.

20. Reuse with reference architectures • LEA suggest business oriented reference architecture which is different from the technical reference architecture. • The reference architectures are established base on the Line of Business. For example: The reference architecture for : • Insurance • Banking • Human resources • "Reference architectures are an abstraction of multiple solution architectures that have been designed and successfully deployed to address the same types of business problems. Pattern have evolved from design patterns to business oriented solution patterns. • Reference architectures incorporate the knowledge, patterns, and best practices gained from those implementations into the reference architecture.

21. Engineering of consolidation • Engineering of consolidation is physical based on workload demand. • It is driven by workload distribution. • Engineering of consolidation is the foundation of : • The data center consolidation. • Service oriented architecture. • Cloud computing.

22. The business workload analysis • IT community have focus on logical design and over look work load analysis. • Mission workload and performance requirements based on enterprise statistic information. • Mission workload is supported by enterprise staff and automation systems. • The mission workload is converted to IT workload to derived the technology performance requirements. Mission performance Mission Workload Staff Performance Technology Workload Technology Performance

23. Standardization and compliance • The cross cutting architecture model describe the cycle of standardization and compliance with the interaction of CIO office and stakeholders. • Standardization is a form of governance. • buy-in from stakeholders is the major challenge of cross cutting architecture.. • CIO office lead enterprise standardization by building consensuses to earn buy-in from the stake holders in compliance with standards as shown on the standardization and compliance model • Standardization and compliance is a collaborative effort.

24. The political aspect of cross cutting architecture • Cross cutting architecture is not only engineering but also political. • Governance is the effort to establish standards, policies. • Compliance is the effort to enforce the standards. • It is analogy to political environment: • The Legislative to establish the standards.. • The Executive to establish the policies. • The Judicial to enforce the standard.

25. LEA Standardization approach • Standardization, the key of reuse and consolidation, is a major Enterprise Architecture responsibility. • Standardization does not just happen, it is the major cross cutting architecture practice. • LEA suggest the standard catalog approach to organize enterprise standards via the structure of reference models. • The enterprise standards catalogs consist of: • The business process standards. • Application standards. • Data standards. • Technology standards.

26. The awareness of Enterprise Standards • It is difficult to comply standards without knowing the standards. • Enterprise standards must become a public knowledge for the members to comply. • Standards must be organized to support easy comprehension. • The EA community organize enterprise standards via the reference model. • For example the popular use of the Technical Reference model. • The standard catalog. • The dissemination of enterprise standards.

27. Standards compliance enforcement • Enforce enterprise standards for the purpose of reuse, interoperability and consolidation. • Enforce enterprise standards during the following processes. • architecture review. • Change management process. • Procurement process. • The burden of standardization and compliance can wipe out it’s benefit. • Optimize and automate governance and compliance process to minimize the burden of standardization

28. Minimize the burden of governance • The caveat is that the governance and compliance process frequently become a burden without proper planning. • The burden of standardization and compliance can wipe out it’s benefit. • Organization can minimize the burden of governance via • Optimize the governance and compliance processes • Leverage on governance and compliance process automation .

29. The Framework summarized the cross cutting architecture. Cross cutting Architecture Framework

30. Conclusion • Recognize the design of reuse, consolidation, standardization and compliance is a cross cutting architecture practice. • Cross cutting architecture is not only engineering but also political. • Cross cutting architecture is a collaborative effort. • Standardization and compliance is an investment to enable simplicity and agility. • Cross cutting architecture is a paradigm shift from vertical architecture theory to horizontal architecture theory.