Portfolio Management and SOA

In the current economic climate, most IT organizations are faced with extremely tight budgets. Yet at the same time, the business is likely to be exploring new opportunities for growth or improvements in efficiency that in turn often increase the demand on IT. Application Modernization for example is not just a simple case of switching old systems off to immediately save money, but more often requires investment in order to improve efficiency of those systems and in the business processes they support in the long term.

You sense that for a long time it has been easier for organizations to take the easy option of giving projects the budget and freedom to do what they want, without regard to the needs of other projects or even the organization as a whole, as long as the project promises success.

However, enterprises of all types, especially the public sector, cannot simply dispense money like this anymore, and now must face up to making difficult decisions to reject project proposals that take such a ‘laissez-faire’ approach, and instead focus on more efficient utilization of the organization’s resources and to “do more with less’ by reducing waste and duplication, whilst increasing sharing and reuse

Consequently, more attention needs to be paid to the portfolio as a whole, rather than the projects in isolation

Service Portfolio Planning

CBDI Forum has long advocated a Portfolio Management approach to SOA, with Service Portfolio Planning (SPP) being a cornerstone of CBDI-SAE. So in a new report, as well as considering the specific case of SPP, I set out to consider other portfolio types and how to extend conventional portfolio management activities.

Service Portfolio Planning and Architecture for Cloud Services

The concept that Services are provided ‘somewhere in the cloud’ has always been central to our vision of SOA and we often used the cloud metaphor to illustrate this. Some 15 years ago in our early CBD research at Texas Instruments Software we presented the notion of application solutions assembled from a ‘cloud of services’ though this was positioned more as a way to achieve technology independence as the notions of a public infrastructure provided in the cloud were not well developed then.

The arrival of Web Services at the turn of the millennium provided a standardized mechanism by which location independence could be added and at that time we began presenting ideas like this, entitled "Does it matter where Services are Located?" - though in 2001 we will admit the audience was often more than slightly skeptical about the idea!

Does it matter where Services are Located?

Whilst there is now a high level of convergance throughout the industry on classification of Cloud Services as Software as a Service (SaaS) or Infrastructure as a Service (IaaS), as concepts such as Public, Private or Community Clouds, these generalized terms can be a bit misleading and vague when it comes to producing a more exact model of the Service Architecture. What exactly is the type of capability being offered by a Service? Who exactly is playing what role in the Service Supply Chain?

So, in the free report I have published in our CBDI Journal this month, I set out to show how our CBDI-SAE approach can be used and extended to architect for Cloud Services. The current guidance has been extended with new and refined classification systems, diagrams, policy types and techniques designed to promote visibility and good governance over Service Portfolio Planning activities and Cloud Services provisioning.  (see also the slideshare following the 'read more...')

Do's &Don'ts of Legacy Modernization - A conversation with Outsystems

I recently met with Maysoon Al-Hasso, at Outsystems to talk about how IT departments are addressing their legacy systems.

You can read our conversation in Maysoon's three blog entries

- Q.1 What are the top 3 things you've seen IT do to successfully address the competing demands of new build vs. legacy modernization when faced with limited or shrinking resources?

- Q.2 Is there a role for model-based tools like the Agile Platform in legacy modernization?

- Q.3 What are the top three mistakes people make when addressing their legacy?

The Agile Application Modernization Project

This month I have been working with my colleague Denzil Wasson to define an agile project approach to Application Modernization.

In a previous report I introduced the Application Modernization process decomposing it into Disciplines, Process Unit and Tasks. In this report, Denzil and I discuss an agile project structure and organization and provide a detailed breakdown of the Application Modernization process in terms of Project Phases and Work Packages, starting with the Assess and Plan phases.

SOA Fundamentals - Now Available as a Book

I had requests from some of our certification students as to whether they could get the elearning materials in some other format they could study  and use offline. Though elearning aids understanding with animations and voice overs, there is no doubt that having a printed copy to hand also has other uses - such as for reference - as well as convenience and the familiarity of a tried and trusted format.

Consequently, our SOA Fundamentals eLearning materials are now available in printed book form.

SOA Fundamentals is not a pure technology book, but covers a wide range of topics including

• SOA Concepts and Principles
• Web Service Protocols
• SOA Technology Infrastructure
• Service Architecture
• Service Specification
• SOA Project Management
• SOA Governance
• SOA Adoption
• Business Architecture
• Business Value from SOA.

SOA Fundamentals is aimed at anyone who needs to understand the basics of SOA. That includes IT architects and developers, IT managers and IT specialists of all kinds, as well as business analysts and other business people working together with IT to deliver a service-based business.

As well as providing a basic understanding of SOA to any reader, this guide particularly supports students who are undertaking CBDI Forum certification in SOA Fundamentals as the certification questions are all based on the content of this guide.

Application Modernization Reports - Freely Available

We have recently made two of our recent reports on Application Modernization freely available.

These can be download from the website. See the Application Modernization Tab.

SAE2 - Supporting the Application Modernization Process

We start the new decade at CBDI Forum with a major focus on Application Modernization (AM). The need to reuse existing assets in new SOA solutions is not itself new, and we have covered this before in various reports, whilst the CBDI-SAE SOA Process has always included a ‘Legacy to Service Transition Planning’ discipline.

Equally, at Everware-CBDI, we have considerable practical experience in AM via a number of engagements our consultants have worked  on,  primarily in the CA Gen domain. We also recently announced the SOA4GEN  program along with partners Jumar Solutions.

However, we recognize that in many organizations AM has increased in priority, whilst SOA is becoming ‘business as usual’. That doesn’t mean AM is replacing SOA, rather it puts SOA in context. AM is the objective, and SOA is one of the key elements in achieving it.  Consequently, we wanted to increase our coverage of AM in our research and guidance, and further explore the relationship between AM and SOA.

One of my focuses in this work has been on the process. To date, our CBDI-SAE SO Process has been focused primarily on disciplines covering the planning and provisioning of the Service Portfolio, and its use in solution delivery.  To support AM, we have now begun to document additional disciplines such as Application Modernization Planning and Knowledge Discovery (understand the As-Is system, and extract knowledge of the current assets), and give them equal weight and depth of coverage to these in comparison with the existing  SO disciplines and detail how they interact.