1. SOA Maturity Model
Yogish Pai
CTO,BEA-IT

2. 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

3. 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

4. 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)

5. 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

6. 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.

7. 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)

8. 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

9. 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.)

10. 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.

11. 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

12. 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

13. 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

14. 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)

15. 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

16. Thank You!
13 July 2006