SOA Maturity Model Yogish Pai CTO,BEA-IT

Identifying the roadmap to SOA helped us develop the roadmap towards the final vision Agile IT-Business Services-based Processes Speed Efficiency Custom fit SOA Value Add 3 2 Services-based Portals Orchestrate services into business processes Data Exposing Services 1 Consolidate services into composite applications providing 360 views Traditional Development and Integration Share information with multiple consumers Time

SOA Step #1 Consists of exposing enterprise information to internal or external “client” applications Data Exposing Services Example: Product Shipping Status 1 External Service Consumers Internal Service Consumers Customer A Procurement Customer B Procurement Sales Portal Customer Service Firewall The most common use of Web Services today: exposing data to a variety of consumer applications. It is easy to see why this is attractive: Web Services provide a single, standards-based, way of providing information to any consuming application. The business case is simple. On the cost side: a small overhead of building a re-usable service. On the benefit side: The more applications – the greater the benefit The more these applications change over time – the greater the benefit The more diversity in these applications’ platforms – the greater the benefit Get_Shipment_ Status Service A single, universal method for making information available to multiple consuming applications independent of their platform ERP eBusiness Client Server Packaged Applications

OUR 1st GENERATION SOA HELPED BUILD FRONT-END PORTAL APPLICATIONS VERY RAPIDLY AND EFFICIENTLY Custom Portal Applications – Front-end Employee Manager Portal eSupport (Customer Self-support) eOrders (Quote-to-Order) eLicense (SW license mgt.) Dev2Dev (developer rel. Mgt.) PartnerNet (Partner rel. mgt.) Renewals (Installed Base mgt.) Enterprise Infrastructure Services Portal Services Shared Application Services Enterprise Services Enterprise Applications – Back-end Enterprise Data Documentum (Content Mgt.) PeopleSoft 8 (ERP) Customers Products Google, Inquira (Search) Siebel (SFA) Employees Partners Yahoo Messenger Ent. Ed. (Chat) Clarify (Call Center) Licenses Directory Services Kana (Marketing Automation)

Services-based Portals Get_Support_Call_History Sales Force Automation Step #2 Consists of creating portal applications that create “360 Degree” views of their users work environment Services-based Portals Example: A Sales Portal 2 Firewall Consolidation of services into a “composite application” or portal creating 360 views of a user’s world 360 Sales Portal Get_Customer_News Get_Order_Status Get_Support_Call_History Track_Quota Get_Leads The second step: the creation of 360 degree portal applications: composite apps that consolidate all the services that are relevant to a specific user. The steps are: Expose information as web services Consolidate the relevant services in portals for a specific audience. Depiction of the particular example on the slide: Here you see a portal for a sales person – it consolidates services that expose information from a variety of sources, internal and external: for example, you get you Order Status from the ERP system, some news about your client from Factiva, the latest customer support status from the Call Center application etc. The business case: On the cost side: the overhead of creating the services On the benefit side: the availability to share these services among several different portals and create these portals very easily without much business logic required – e.g., on this slide, the Get_Order_Status service may be published to a Sales Portal, but can also be a part of an Executive Portal, a Customer Service Portal, a Order Management Portal, a Self-Service Portal, etc… ERP Call Center Sales Force Automation Marketing Automation eBusiness Client Server Packed Applications

Composite Applications OUR SECOND GENERATION SOA: SERVICES TO INTEGRATE THE ENTERPRISE AND BUILD COMPOSITE APPLICATIONS Composite Applications Assembled from Business Services Components and Portlets that Expose Enterprise Data and Functionality Composite Applications Services Portal Sales Portal Employee Manager Portal eSupport “Traditional” Portal Applications Get_Customer Get_Customer Open_Case Create_Quote Get_History Get_Contract Enterprise Infrastructure Services Shared Business Services Portal Services Enterprise Service Bus Shared Application Services Enterprise Services Enterprise Applications Enterprise Data Customers Products, etc. Search, Content Mgmt, etc. ERP, CRM, etc.

It allows us to build powerful new business applications. Superior Customer Insight Better Coordination and Sharing Among Selling Team Integration of Selling (what we promise) with Delivery (what the customer experiences)

The new architecture and many of the same services can enable customer facing applications. 360 degree view of my relationship with BEA Improved coordination with BEA and my team members Reduced productivity losses

Our SOA approach has helped us create big wins for our Business at a very rapid pace Renewals 06/03 03 /04 Knowledge Express 03/04 eLicense 03/03 03/04 HR Portal 08/02 Dev2Dev 03/02 03/03 06/03 eOrders 05/02 eSupport 12/01 11/02 6/03 Enterprise Infrastructure Services (EIS) Enterprise Applications (ERP, SFA, etc.)

Benefit Examples: Impact on BEA’s eBusiness Program Enterprise Architecture increases IT proficiency and optimizes business value Benefit Examples: Impact on BEA’s eBusiness Program $5.5 M savings in application development $2.2 M savings in supporting functions (production environment support, application support, etc.) Efficiency Speed 50% reduction in development time for new applications Most releases in 4 months: 12x4 Development Model 50,000+ development man-hours delivered with less than 3% schedule variance Over $20M implementation costs within 1% of budget Predictability For the IT organization, the benefits of our architecture were many. It helped us dramatically improve our delivery track record: we build a lot faster, better and cheaper than 2 years ago It also improved the quality of the service we provide our business Finally, as a CIO, I am always looking for ways to improve the skills and institutional knowledge of my organization. Creating an architecture with standard technologies and solutions certainly helped us develop deep skills and that is a key to productivity. Quality & Performance All apps released with zero known functional defects Always on infrastructure IP and Skills Depth of skills/institutional knowledge in standards based architecture and technologies.

STEP #3 IS ORCHESTRATING SERVICES INTO BUSINESS PROCESSES Services-Based Processes Example: A Solution Milestone Invoicing Process 3 Verify Product Shipment Status Verify Project Milestone Status Get Services Burn Rate Map Against Contract Terms Validate Status with Customer Create Invoice Business Process Service Orchestration Get_Contract_Burn_Rate Get_Shipment_Status Here is step 3 : the creation of Services –based Processes. Here the steps are as follow: Expose functions as web services across any application Weave them together (or orchestrate them) using a Business Process Manager or workflow engine into an overall business process – this is something you can do using BEA’s Workshop product for example. Here is an example of a process that cuts across multiple applications that can be enabled nicely with an SOA. In this example, we are looking at invoicing process. This process is a little more complex than you would normally have it because it is about invoicing for a Solution offering which is a combination of Hardware, Software, Professional Services. For example, this could be a Call Center Telephony solution, or a new CRM application, etc. To invoice such a solution, the company must use a milestone invoicing approach, billing its customer upon completion of certain project milestones. The process requires the company to check and validate the status of a number of activities: status of shipment, status of the integration project, as well as check upon the terms that were agreed upon with the customer. The process cuts across many applications. The key to the benefit of this approach is the ease of working with the Web Services which requires only modest skills compared to alternative approaches. Another benefit you can anticipate is the use of a common language for IT and Business: having a discussion with a business analyst about “Get_Shipment_Status” is fairly easy. Get_Milestone_Status Get_Terms Get_Customer_Validation Create_ Invoice Shipping - ERP Professional Services Automation Contract Management Customer Portal Billing eBusiness Client Server Packaged Application

THE NEED FOR “A” IN SOA Opportunities for Architectural Standards and Shared Services Portal 1 Portal 2 … … Portal i Service 1 Service 2 Service 3 Service 4 Service n Enterprise-wide Shared Services or Standards Messaging – Service Directory and Brokering – QoS Management - Application and Database Connectivity – Security – Data Matching – Meta Data Management – Profile Management - Single Sign On, etc. App 1 App 2 … … App P

THE SIMPLE IDEA FOR BEA’S FUTURE APPLICATION ARCHITECTURE Streamlined Core Processes Accessed by Role-Based Workbenches Internal Workbench External Workbench Sales Services Marketing Support Customers Partners New Customer Acquisition Opportunity to Cash Services Delivery Enterprise Knowledge Sharing

Role Based Portals Shall Leverage IT Investments Made Across the Entire Application Portfolio High re-use of common Services Reuse of Infrastructure/Foundational Components Reduction in time needed to develop new capabilities Shared Infrastructure / Business Service Specific Services (limited or no re-use)

As This Future Vision Is Deployed, BEA’s Legacy Applications Are Dramatically Simplified Market Analysis Demand Generation Lead Mgmt Opp. Mgmt Quote Mgmt Order Mgmt Fulfillment Customer Service RIP Kana / eMA / Sales Rep hierarchy eOrders Siebel Peoplesoft RIP Knowledge Express Renewals eLicense RIP PartnerNet APAC-specific apps RIP Clarify / eSupport Dev2Dev XLS RIP QuikQuote RIP Eval. Manual Export Compliance Entitlements DLC RIP Renewals - XLS RIP RIP CustDB RIP Eval. Credit Check ACT! / XLS DRS mySupport RevDB RIP Lead XLS RIP Manual contracts TRIP RIP Extensity RIP Education.bea.com Sales & Marketing Portal RIP BugDB Commerce.bea.com Sales Analytics RIP Calladus RIP XLS RIP Customer Repository NOT FINAL BEAMROCKS RIP

Thank You! 13 July 2006