Helping Business Customers Understand the value of - Microsoft

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					2005   Microsoft PAKISTAN DEVELOPER CONFERENCE
       June 13-15, 2005
MOTION
Helping Business Customers Understand
the value of Service Orientation

Arvindra Sehmi
Head of Enterprise & Architecture
Developer & Platform Group
Microsoft EMEA HQ
asehmi@microsoft.com
www.thearchitectexchange.com/asehmi




 2
Agenda
 Exploring SO Thinking and SOA
 Conceptualizing the Business –
  Motion Methodology
 Future Tooling Concepts
 Some Thoughts on Implementation
 Conclusions




                                    EMEA
 3
Exploring Service Oriented
Thinking and SOA




                             EMEA

4
Reconciling IT and Business

        IT                 Business
                          strategy   judgment
                         Business Practice
                              oversight
                     change
                           insight   tradeoffs


    Applications        Business Functions


    Infrastructure

                                          EMEA
5
 Service Oriented Thinking – The “Old” Perspective
                                                                   Internal focus
BUSINESS

                                                                   Conventional view of
                           Silos
                                                                    development-led process –
                                                                    primarily focused on
                                                                    containment of complexity;
                                                                    separation,
                                                                    componentization, parallel
 Focus on
 Document
                                                                    development
 Exchange      Requirements
               Drive Solution
                                 Hard Boundaries
                             (organizations & systems)             IT and business are aligned;
                                                                    ergo requirement “should”
                                                                    drive the solution

                                               Inward              Focus on boundaries –
                                             Technology             organizational and system
                                             Driven View

                                                                   Formal definition of
                                                                    document exchange

                                                                   Components
               Components

TECHNOLOGY                                                         Cost containment, reuse,
                                                                                           EMEA
   6   Source of text: Modeling for SOA, CBDI Journal, Feb 2003     adaptability
Modelling Connected Systems
The “Old” Way


System Model (Classic)

 Business                 Technical
  Model                    Model




                                EMEA
7
Today




        EMEA
8
If You Invest …Then Tomorrow




                               EMEA
 9
10 Years Later
What Actually Happened




                         EMEA
 10
 The Agile Business
                Decide                 Act
                         Collaborate
Insight                                      Oversight

                 Business Practice Practice
                             Business



                Business Applications Functions
          Applications        Business


          Infrastructure
                      Infrastructure
                                               EMEA
  11
   Service Oriented Thinking – The “New” Perspective
                                                                          External focus
                  Processes                              BUSINESS
                                                                          Externalized view encourages
                                                                           more radical view of process
                                                                           design; supports reengineering of
                                                                           business processes which
                                                                           becomes possible when there is
                                                                           the possibility of automating what
                                                                           have previously been seen as
                                                                           discrete processes, with different
                                                                           ownerships
                        Requirements and
                         Solution Tightly         Focus on
                                                                          IT and business are synonymous;
                         Interdependent           Contract
                                                                           requirements and solution are
  Soft Boundaries                                                          tightly interdependent
(process & services)
 Outward                                                                  Focus on cross-organizational
 Business                                                                  processes and services
Driven View

                                                                          Formal definition of contracts


                                                                          Services

                                                                          Common or shared functionality.
                                                                           Information services as integral
                                                                           part of business product.
                         Services                                          Elimination of data duplication,
                                                   TECHNOLOGY              access to current data sources,
                                                                                                      EMEA
     12       Source of text: Modeling for SOA, CBDI Journal, Feb 2003     etc.
Modelling Connected Systems
The “New” Way
System Model (Service Based)

                 Service
Business        Oriented          Technical
 Model         Architecture        Model
                  Model


                      Lots of debate about
                        what to call this!
                                             EMEA
13
For many, SOA matters but we are hearing
“There are big challenges in moving to SOA…”
 From a technical perspective
       we think we understand what SOA is from a technical
        perspective
       we talk a lot about it amongst ourselves and with suppliers
       we have started to imagine what it could mean to the business
        - but we have no methods, techniques or tools to engage the
        business in a structured dialog about it
 From a business perspective
       we are hearing a lot about it but are not sure what it means at a
        business level
       we cannot fund the transition to SOA as a technical project – it
        is too big, we need to have real business impact and value
        every step of the way
       early projects should both prove the benefits of the new
        architecture (technical and business) and deliver business
        results
       we have no methods, techniques or tools to engage with the
        technical organization in a structured dialog about it
                                                                  EMEA
 14
Modelling Connected Systems



Business Model             SOA Model          Technology Model
                                              Service Interface
What Capabilities         Service Contract   Service Implementation
How  Business Processes   SLA                Service Host
                           Orchestration      Service Management
                                              Orchestration Engine




                                                              EMEA
  15
Modelling Connected Systems



Business Model             SOA Model          Technology Model
                                              Service Interface
What Capabilities         Service Contract   Service Implementation
How  Business Processes   SLA                Service Host
                           Orchestration      Service Management
                                              Orchestration Engine




                                                              EMEA
  16
Conceptualizing the
Business




                      EMEA

17
No Company Is An Island
  Partners                                                  Partners
                             Customers




                 Suppliers               Employees




Customers                    Partners                       Suppliers

                                                        It Is Business
                                                       Capabilities and
                                                       People That Knit
                                                      The Business and
             Employees                    Suppliers       Customers
                                                            Together
                                                                  EMEA
18
This is One Way to Conceptualize The
Business, but…




                               C.F. Module Maps



                                                  EMEA
 19
Conceptualizing the
Business
Motion Methodology


                      EMEA

20
A Better Way to Conceptualize The
Business
Think about your customer’s
 “enterprise” and its capabilities
Create “views” that reflect how its
 business partners think about each other
Create a “capabilities view” to publish
 outside organization boundaries



                                     EMEA
 21
What Drives Your Business Success?
Maturity vs. Interconnectedness




                                     EMEA
 22
What Makes You Different?
Organizational Goals and Priorities

                                  Starbucks   Industry



                   High
      Emphasis




                 Medium




                   Low




                                                         EMEA
 23
Main Issues Facing the Business
 Examples of concrete issues businesses face today
       How can we define a strategy to organically grow revenue
       I need to drive a better customer experience
       How do we decide which capabilities should I outsource this
        function?
       I am Planning for a merger of companies or business units
       We have multiple “Business Capabilities” how do we chose which is
        best
       I am an IT executive and I need requirements from the business


 Defining “Business”
         Not just the four walls of a legal entity
         All of the companies that make a complete business
         Enterprise is something else
         Business units can be defined by capabilities

                                                                    EMEA
 24
   The Capabilities Of A Credit Granting Process…

   Corporate Credit
     Product    Collaterals    Data               First Product     Collaterals Final Vote   Get     Check             Collaterals
                                     Rating             Config-                                                                   Payment
    Selection   Acquisition    Entry              Vote uration      Evaluation & Decision Signature Contract           Registration

   Building Credit
    Product     Collaterals   Data                  First Product Collaterals Final Vote
                                                           Config-                        Get     Check Entry in
                                                                                                           Land
                                      Scoring                                                                      Payment
   Selection    Acquisition   Entry                 Vote uration Evaluation & Decision Signature Contract Register

   Consumer Credit
                                       Product        Data                                                Get        Check
                                                                    Scoring     Vote       Decision                              Payment
                                      Selection       Entry                                            Signature    Contract


                                                  Disaggregation of the value chain
  Product       Product     Collaterals                                                                                           Check
                                                  Scoring          Scoring        Rating              Vote         Decision
Configuration Configuration Registration                                                                                         Contract


  Product        Product         Entry in       Collaterals       Collaterals   Collaterals         Get                           Data
                                                                                                                   Payment
 Selection      Selection     Land Register     Evaluation        Evaluation    Acquisition      Signature                        Entry


                                                                                                                               EMEA
      25
Capability Model Overview
 A Business Capability
  Model is a nested
  hierarchy of Business
  Capabilities
 Business Capabilities
  exist in both the
  internal operations of
  a business as well as
  in an ecosystem or
  business environment
       Operations Capabilities
       Environment
        Capabilities

                                  EMEA
 26
Level 1 Represents Core Capabilities
 Level 1 consists of the
  highest level of
                                                     Core Capabilities
  Capabilities, Core               Level 1
                               Core Capabilities     • Operations
                                                     • Environment
  Capabilities
 It is at this level that                           Capability Groups
                                                     • Service Level Expectations
                                  Level 2
  businesses decide what      Capability Groups      • Impediment/Constraint
                                                     • Ownership/Accountability
  to produce, how to
  generate demand for the         Level 3…n          Business Capabilities
                                                     • Can be decomposed
                             Business Capabilities
  product, how to produce                            • Capability Attributes

  it, how to communicate
  within the organization
  and with others in the
  value chain and how
  continually manage the
  business                                                       EMEA
 27
Bank Example Module Map

            Customer Facing Channel Partners
                                                                          Within the traditional
                                                                          bank, operations are
                                                               Business
                                                                          captured in 5 areas
Customers   Banking Business                                   Business
                                                               Partners
                                                               Partners      Develop Product / Service
            1. Develop                  2. Generate
               Product /                Demand
                                                                             Generate Demand
               Service
                                                                             Fulfill Demand
                                                                             Plan & Manage the
             5. Collaboration                                                 Enterprise
                                                                             Collaboration
             3. Fulfill                 4. Plan &
                Demand                     Manage                         Outside of the bank,
                                           Enterprise
                                                                          external entities are
                                                                          shown
                                                                             Customers and
                                                                              Suppliers/Partners
            Service Providers        Regulatory Institutions
                                                                             Service Providers
                                                                             Channel Partners
                                                                             Regulatory Institutions


                                                                                                   EMEA
28
Level 2 Consists of Capability Groups
 Level 1 Capabilities are
  composed of Capability
  Groups, for example, the Core                                Core Capabilities
                                             Level 1
  Capability of “Develop                 Core Capabilities     • Operations
                                                               • Environment
  Products/Services” often
  contains a group of                                          Capability Groups
                                            Level 2            • Service Level Expectations
  Capabilities known as                 Capability Groups      • Impediment/Constraint
  “Product Engineering”                                        • Ownership/Accountability

 Level 2 is where initial                                     Business Capabilities
                                            Level 3…n
  analysis begins because it is        Business Capabilities   • Can be decomposed
                                                               • Capability Attributes
  the level that introduces:
       Service level expectations
       Impediments and constraints
       Organizational ownership and
        accountability


                                                                           EMEA
 29
   Bank Example Module Map: Decomposition
                Customer Facing Channel Partners

Customers      Enterprise                                                                                                       Suppliers
                 1. Develop Product / Service                           2. Generate Demand
                      1.1. Develop Product / Service                    2.1. Partner Relationship Mgmt.   2.2. Marketing


                                                                        2.3. Sales


                 5. Collaboration
                      5.1. Strategic Collaboration     5.2. Planning Collaboration             5.3. Operational Collaboration


                 3. Fulfill Demand                                                      4. Plan & Manage Enterprise
                      3.1. Provide Service                                                4.1. Financial Management

                      3.2. Advanced Planning           3.3. Procurement
                                                                                          4.2. Project Management
  Level 2
  3. Fulfill Demand
  3.3 Procurement                                                                         4.3. Human Resources

                                                       3.5. Logistics
                      3.4. Produce Product                                                4.4. Property and Advisory




                Logistics Providers                                          Financial Service Providers                        EMEA
    30
Level 3 Represents Business Capabilities
 Capabilities that reside at
  Level 3 and below are the
  building blocks of the model          Level 1           Core Capabilities
                                    Core Capabilities     • Operations
 Decompose these Capabilities                            • Environment

  when more detailed attributes                           Capability Groups
  need to be defined                   Level 2            • Service Level Expectations
                                   Capability Groups      • Impediment/Constraint
 Capabilities are always                                 • Ownership/Accountability
  labeled within their
                                                          Business Capabilities
  appropriate parent grouping:         Level 3…n
                                                          • Can be decomposed
                                  Business Capabilities
                                                          • Capability Attributes




                                                                         EMEA
 31
   Bank Example Module Map: Decomposition
                 Customer Facing Channel Partners

Customers       Enterprise                                                                                           Suppliers
                     1. Develop Product / Service                   2. Generate Demand

                     5. Collaboration
                     3. Fulfill Demand                                                                  4. Plan &
                     3.1. Provide Service                                                               Manage
                     3.2. Advanced                                                                      Enterprise
                                        3.3. Procurement
                          Planning       3.3.1 Sourcing and Supplier Contract Management

                                         3.3.2 Purchasing
 Level 3
 3. Fulfill Demand
 3.3 Procurement
 3.3.2 Purchasing


                     3.4. Produce
                          Product
                                         3.3.3 Receiving of Indirect / Capital Goods and Services


                                        3.5. Logistics



                 Logistics Providers                                      Financial Service Providers                EMEA
     32
   Bank Example Module Map: Decomposition
                Customer Facing Channel Partners

Customers      Enterprise                                                                                                          Suppliers
                 1. Develop Product / Service                               2. Generate Demand

                 5. Collaboration
                 3. Fulfill Demand                                                                                    4. Plan &
                  3.1. Provide Service
                                                                                                                      Manage
                  3.2. Advanced 3.3. Procurement
                                                                                                                      Enterprise
                       Planning      3.3.1 Sourcing and Supplier Contract Management

                                      3.3.2 Purchasing
                                              Request Resources
                                                                     Manage
                                                   Create                              Perform
                                                                    Requisition                         Create




 Level 4
                                                  Purchase                           Encumbrance
                                                                     Approva                          Auction Bids
                                                 Requisitions                           Check
                                                                     Processl


                                              Acquire/Purchase   Resources




 3. Fulfill Demand                                                                                                    Request Resources
                                                Choose or         Manage                    Consolidate
                                                                                 Verify/                    Create
                                                  Default        Purchase                    Approved
                                                                                Negotiate                  Purchase
                                                Supplier for       Item                     Requisitions
                                                                                  Price                     Orders
                                                  Goods           Catalog                   by Supplier




 3.3 Procurement                                 Manage
                                                 RFI/RFQ/
                                                    RFP
                                                  process
                                                                    Purchase
                                                                     Indirect
                                                                    Materials
                                                                                      Purchase
                                                                                       Capital
                                                                                       Goods
                                                                                                      Purchase
                                                                                                        Direct
                                                                                                      Materials &
                                                                                                       Supplies



 3.3.2 Purchasing                                 Manage
                                                 Automatic
                                                 Replenish-
                                                                     Purchase
                                                                      Outside
                                                                      Vendor
                                                                                      Manage
                                                                                      Open to
                                                                                     Buy/Blanket
                                                                                                     Track Open
                                                                                                        POs
                                                                                                                        Create
 - Request
                                                   ment              Services           POs


                                                                                       Approve
                                                                      Manage          & Validate




                                                                                                                       Purchase
                                                                     Purchasing        Contract
                                                                      Methods



 Resources
                                                                                      Payments


                                              Manage Suppliers

                                                  Manage            Track              Maintain         Manage



    - Create
                                                  Supplier         Supplier            Supplier          Buyer
                                                Relationships    Commitments           Catalog        Performance




    Purchase
                   3.4. Produce
                        Product
                                                 Provide Supplier
                                                    Self-Help
                                                                                                                      Requisitions
    Requisitions                      3.3.3 Receiving of Indirect / Capital Goods and Services


                                     3.5. Logistics



                Logistics Providers                                                   Financial Service Providers                  EMEA
     33
Process Area: 3.3.1. Sourcing And Supplier Contract
Management
    Purpose: To identify, select, and contract with the best suppliers based on characteristics such as quality,
     capability, pricing, and service
    Description: Sourcing begins with an analysis of the products/services being purchased; Purchasing
     professionals known as buyers, research how much internal demand there is for a given product as well as
     the overall demand for the product/service within the marketplace; Buyers typically look at historical
     purchasing volumes, pricing data, as well as conduct initial research to identify suppliers that provide the
     product/service of interest; This information is used to identify a list of potential suppliers from which the
     organization might purchase goods or services; Once the potential suppliers have been identified, they are
     screened more carefully using RFIs, RFQs, & RFPs (Request for Information, Quotations, or Proposals) to
     narrow the list; These requests for information provide the buyer with more detailed information regarding
     product specifications, supplier pricing information, and anything else the buyer may have included in the
     inquiry. Buyers will then evaluate suppliers based on things such as price, industry benchmarks,
     capabilities, services, flexibility, and dependability. Suppliers meeting the organization’s list of criteria,
     become known as "qualified" suppliers and are eligible to receive orders; Typically, an organization
     negotiates contracts with their suppliers; Contracts reflect agreements between the purchasing organization
     and the supplier and may include things such as pricing and quantity agreements, service levels, and quality
     requirements; These contracts are managed throughout the year by purchasing professionals known as
     supplier managers, to ensure the supplier is fulfilling their agreements; How well the supplier fulfills their
     contract often determines whether the contract will be renewed in years to come
    Key Constituents:
          Buyer, Supplier Manager
        Major Inputs:
          Prices, Product Specifications, Purchasing Volumes, Supplier Performance Data
        Major Outputs:
          Contracts, List of Qualified Suppliers, Negotiated Competitive Price, RFXs (RFI, RFQ, or RFP), Sourcing Decisions &
           Requirements, Supplier Information
        Sub-Processes:
          Select and Qualify Suppliers, Create Supplier Profile, Qualify Suppliers, Manage RFI/RFQ/RFP Process, Manage Auctions,
                                                                                                                            EMEA
           Manage Bid Auctions, Analyze Supplier Bids, Supplier Contract Management, Develop Service Level Agreements, Contract
    34     Development, Manage Negotiations, Finalize Contracts, Establish Mechanisms for Procurement`
80 Attributes
 Who owns it                  Documents
 Who is the customer of it    Governance, compliance
 Inputs/outputs               Best practice
 Exception handling           Variance thresholds
 Exception notification       Volatility / stability
 Performance (past,           Critical path item
  current, future)             Complex
 Implementation (past,        Industry-specific
  current, future)             Etc.
       People, process,
        technology, etc.
 Initiator (time, inputs,
  etc.)
                                                 EMEA
 35
The Transformation Process

                                                        Bank Business
                                          1. Develop                 2. Generate
                                          Product /Service           Demand


                                                        5. Collaboration

                                          3. Fulfill                 4. Plan and
                                          Demand                        Manage
                                                                        Enterprise




      Product Bank Business                   Transaction Bank Business                           Retail Business
1. Develop                2. Generate     1. Develop                  2. Generate    1. Develop                2. Generate
Product /Service          Demand          Product /Service            Demand         Product /Service          Demand


             5. Collaboration                           5. Collaboration                          5. Collaboration

3. Fulfill                4. Plan and      3. Fulfill                4. Plan and     3. Fulfill                4. Plan and
Demand                       Manage        Demand                       Manage       Demand                       Manage
                             Enterprise                                 Enterprise                                Enterprise



                                                                                                                     EMEA
  36
     EMEA
37
     Message    Service
     exchange   contract




                           EMEA
38
Introduction to Motion Methodology
 The Motion methodology uses the concept of Business
  Capabilities to model a business – starting with a
  specific project
       A Capability describes “what” is done, not “how” something is
        done
       A Capability Model abstracts structural information
        (capabilities and connections) and separates this structure
        from dynamic information (process)
       This results in a more stable model
       Supports a more “end-to-end” view of functions or “services”
       The simple distinction of thinking beyond process to the
        concept of “movement of work” creates a meaningful and
        valuable perception change

 Motion is a straightforward, template-rich analytical
  framework that complements process improvement
  efforts
       BPR, Six Sigma, Lean, etc.
                                                               EMEA
 39
Points of Entry
 A Point of Entry is a condition that warrants project initiation;
  Motion methodology refers to this as the Project

 The methodology describes six types of efforts:
       “Hound dog”: a general sense of pain is realized with no clear Project
        discerned
       Change modeling: a Project is already being considered, Motion is
        used to add structure and consistency
       Sourcing: similar to change modeling with its focus on changing
        owner of Capability and “who” does the work – internal vs. external
       Incremental success: Project focus is known but complexity of
        solution requires definition of interim milestones
       Business Architecture: A manager, such as someone in IT needs to
        make a decision or a change, but to execute the change, they need
        clarification with respect to what is known about the current and
        future Business Architecture in the context of the project. In this
        context, requirements are related to, but not the same as Business
        Architecture
       Regulatory: Regional or enterprise-wide projects related to
        compliance and governance.

                                                                       EMEA
 40
Project Delivery Team
 Composition of teams can vary dependent upon Point
  of Entry and Project, but certain roles are necessary:
       Executive Sponsor provides capital and has Go/No Go
        authority
       Project Champion recognized the Project
       Project Lead is responsible for project delivery
       Motion Lead is trained in methodology and is chief facilitator
       Capability Subject Matter Expert has deep understanding of
        area in question
       Project Financial Analyst is responsible for financial models
        that support change recommendations
       Motion Tool Expert enters information and produces required
        reports and diagrams
       Information Technology Liaison provides access to pertinent
        applications and information
       Project Management Liaison provides project portfolio
        information
       Administrative Support schedules meetings, produces status
        reports, etc.
                                                                 EMEA
 41
Motion Overview - Tasks




                          EMEA
 42
Motion Overview – Roadmap with
Deliverables, Point of Entry and Exit




                                    EMEA
 43
How Does Capability Management
Differ from Process Management?




                                  EMEA

 44
How capability management differs from process
management - The argument for “what then how”
 Roots of contemporary performance problems are due to
  organizationally based operating model
 Process models (though an improvement) are not the optimal view
  or management layer, and they expose “how” business is done
 Capabilities manage “what service at what service level” – which is
  the most stable and concise level for design and management




           From
                              To                    To
        Traditional
                          Process                Capability
      Organizational
                         Optimization           Management
       Management
                                                              EMEA
 45
Conventional performance improvement techniques –
go-in and go-down
 Conventional business performance
  improvement and application
  development techniques; Theory of
  Constraints, Six Sigma, Total Quality,
  Lean Production, CMM, Business
  Process Reengineering all;
    Start from a hierarchical and
                                                                                                   Use Case / Scripted Demo Process
                                           Executive 1. Authorization
                                           Sponsor                                                                                                                  14. Final
                                                                                                                                                                  Review of Use
                                                                                                                                                                                    15. Use Cases
                                                                                                                                                                    Cases in
                                                                                                                                                             No                       Accepted?
                                                                                                                                                                   Context of
                                                                                                                     No                                             Scenarios



                                                                                                                                                                                                    19. Start Demo




      organizational (internal) basis
                                           Project                                                                          10. Review         11. Are                                       Yes
                                                                                                                                                                                                        Process
                                           Champion         2. List                                                       Initial Process     Narratives
                                                                                      4. Prepare                          Setting Matrix      Complete?
                                                         Process to     3. Identify
                                                                                         Initial
                                                         be Included    Classes of
                                                                                       Process /
                                                              in         Settings
                                                                                        Setting
                                                          Scenarios     and Actors
                                                                                        Matirx                                                                                           16. Prepare
                                                           (EPM)
                                                                                                                                                                                        Documentation
                                                                                                      5. Assign           9. Create Use                                                  for Vendors
                                           Project                                                                        Case Process /
                                                                                                     Narratives to
                                           Manager                                                                        Setting Matrix




      and decompose within that
                                                                                                       Teams                                     Yes
                                                                                                                                                                     13. Review          17. Schedule
                                                                                                                                                                  "Demonstrates             Demos
                                                                                                                                                                   " with Process
                                                                                                                                                                    Owners and
                                                                                                                                                                     Participants
                                           Functional                                                  6. Write           8. Validate Use
                                           Team                                                       Narratives              Cases

                                                                                                                                                12. List




      context
                                                                                                                                            "Demonstrates"
                                                                                                                                             for Each Use
                                           Support                                                                                               Case                                    18. Prepare
                                           Team                                                      7. Compile                                                                        Evaluation Tools
                                                                                                     Narratives &                                                                        for Demos
                                                                                                     Extract Use
                                                                                                        Cases
                                                                                                    (Processes in
                                                                                                      Settings)




    Analysis typically does not
      associate the specific situation
      with the rest of the overall
      business
    Views often exclude resources
      and connections across the
      entire business ecosystem
    Can be helpful with efficiency /
      improvement, but do not put the
      problem in full context and rarely
      expose opportunities for
      innovation                                                                                                                                                                                                     EMEA
  46
Motion enables the analytical power of go-
in, go-up, go-out and only then… with that
context, go-down




                                       EMEA
 47
Specific differences in this method
 “Go in, go up, go out, go down” is a unique approach that can yield dramatic and
  innovative results that are less likely to be found other methodologies
 Short repeatable project format with clear, measurable results
         Time line is rigorously enforced
         Very prescriptive
         Template-based deliverables
         Rich case study and FAQs provide added direction and guidance
         Very repeatable for a variety of business problems
 Objective metrics for the business and the problem or opportunity at hand
         Expectations alignment deliverable used throughout projects helps to avoid project
          surprises
 Offers specific guidance with respect to how it complements other methods,
  authored by experts of those other methods
         6 Sigma
         BPR
         Zachman
         And more on the way
 Provides for an array of different types of problems in different kinds of businesses
         Not “one size fits all”

 Perhaps most valuable, this methodology lays the groundwork for establishing clear
  communication between business and IT
         Particularly for organizations migrating to a services-oriented architecture (SOA), the final
          project recommendation from the business is broken down in terms that align directly with
          SOA                                                                              EMEA
 48
Comparison to Zachman and TOGAF?




                                   EMEA

49
Zachman
 Knowledge base for artifacts       Great for implementing IT
 Organize based on point of          governance
  view of participants with goal     Unlike Motion
  of getting comprehensive and          Does not focus on
  disciplined perspective                capabilities
 5 Perspectives                        Artifact based, not
         Partner                        performance based
         Owner                         Change is difficult and
                                         becomes a barrier
         Designer
                                        No awareness of the
         Builder                        “ecosystem”
         Implementer
 Dimensions
         Data or entities
         Function or process
         Location on the Network
         People or performer
         Time
         Motivation or goals

                                                                   EMEA
 50
TOGAF – The Open Group Architecture Framework

 Enterprise architecture focus            Unlike Motion
 Originated as TAFIM (Technical               Foundation in technology, not
  Architecture For Information                  business
  Management) in US DOD                        Not a unique mapping method
 Core components                              Not as detailed in business
        ADM – Architecture Development         architecture mapping
         Method
                                               Not used as a problem solving
        Foundation architecture                methodology
        Supports
           UML unified modeling
                                           Difficulty
            language                           Information maintenance
           BPMN business process              Lack of tools
            modeling notation)                 Lack of standard notation and
           ICAM integrated computer            consistent vocabulary
            aided manufacturing
           IDEF definition
 Enterprise architecture
          All org behavior
          Data that is processed
          Who does what
          Where it happens
          Why it is done
                                                                         EMEA
  51
Future Tooling Concepts




                          EMEA

52
             Analyze       Design       Implement          Deploy       Operate



 Business        Business
                Capabilities                             Manual Procedures

                        Business Processes
                            and Entities

                                 Services, Messages,
                                 Contracts, Schedules
                                                    XML, Database, Classes,
                                                             Code

                       Technology           Logical          Physical servers
Technology             Architecture        Data Center         & segments



                                                                             EMEA
   53
     3.5.2. Transportation Management
      3.5.2.1. Carrier Planning
                                      Carrier Selection            Carrier Contracts
           Manage Carrier Bids        and Optimization

                                                Carrier Planning             Carrier Planning
           Carrier Performance

         Identify Capable Carriers



     3.5.2.3. Shipping Management
                                      Track and Trace


                                            Shipping Management




          Damage Management           Customs Management


                Shipping Management         Shipping Management




                                                                                                EMEA
54
3.5.2. Transportation Management
3.5.2.1. Carrier Planning                                                                            SCM

   Manage Carrier Bids       Carrier Selection          Carrier Contracts                                  Carrier Selection and Optimization
                             and Optimization                                                              Carrier Contracts

    Carrier Performance              Carrier Planning         Carrier Planning


 Identify Capable Carriers




                                                                                                                  BI
3.5.2.3. Shipping Management
                             Track and Trace                                                                               Shipping Management


                                Shipping Management




                                                                                 APO                                           3PL
Damage Management            Customs Management

                                                                                       Carrier Planning                                 Shipping Management
     Shipping Management        Shipping Management
                                                                                       and optimization




                                                                                                                                                              EMEA
 55
3.5.2. Transportation Management
3.5.2.1. Carrier Planning                                                                             SCM

   Manage Carrier Bids       Carrier Selection          Carrier Contracts                                   Carrier Selection and Optimization
                             and Optimization                                                               Carrier Contracts

    Carrier Performance              Carrier Planning         Carrier Planning


 Identify Capable Carriers




                                                                                                                   BI
3.5.2.3. Shipping Management                                                                                                    Shipping Management
                             Track and Trace                                                                                    Cross Docking


                                Shipping Management




                                                                                  APO                                            3PL
Damage Management            Customs Management         Cross Docking
                                                                                        Carrier Planning
                                                                                        and optimization                                  Shipping Management
     Shipping Management        Shipping Management         Shipping Management
                                                                                        Cross Docking                                     Cross Docking




                                                                                                                                                                EMEA
 56
Implementation Begins with
Architecture Driven Design




                             EMEA

57
Modelling Connected Systems



Business Model             SOA Model          Technology Model
                                              Service Interface
What Capabilities         Service Contract   Service Implementation
How  Business Processes   SLA                Service Host
                           Orchestration      Service Management
                                              Orchestration Engine




                                                              EMEA
  58
Modelling Connected Systems



Business Model             SOA Model          Technology Model
                                              Service Interface
What Capabilities         Service Contract   Service Implementation
How  Business Processes   SLA                Service Host
                           Orchestration      Service Management
                                              Orchestration Engine




                                                              EMEA
  59
So what do we need for SOA?
 Business (process) model
 Use case model
                                Technology
 Business rules
                                   Model
 Non functional requirements     (OOAD)
 Constraints

 Service definitions
 Contract definitions
                                SOA Model
 Information semantics and      (SOAD)
  ownership
 Communication patterns              EMEA
 60
Service Orientation - Key Concepts
                                     Applications
 Operational
Requirements                                                          State
                                     composed of
  enforce                                              manage


      Policies    governed by          Services


      have         bound by                            exchange


                               Message Exchange                           Messages
                                    Pattern
  Contracts
                    describe                         is a set of


                 contain          Schemas           define structure of

                                                                              EMEA
 61
The business functional requirements of
 a system can be identified in use case
 analysis
Use cases can be realized using design
 patterns, message-exchange patterns,
 and service contract & policy definitions

                                  Design & ME
                      Business       Patterns, &
       Business
                      Use Cases      Contract &
      Requirements
                      Analysis       Policy
                                  Realization

       Service Oriented Analysis & Design
                    Process
                                               EMEA
 62
 Classic UML-based OOAD applied at the business
 abstraction level gives us a way to start SOAD

                                                  System
                                                                                      Dynamic                                                                    Object1              Object2              Object3              Object4

                                                                                                                                             Actor3
                                            UseCase1
                                                       «extends»                                                                                      Message5
                                        *
                                                                                                                                                                           Message6             Message7

                                                                                                                                                                                                                     Message9
                                            UseCase2          UseCase4                                                                                                                          Message8
                                *
                              **    *


                                                                                                                                                                                                Message10
                     Actor1                 UseCase3
                                    *
                                                                                               Message1                  Message3
                                                                                                            Component1

                                                                                                                                           Component3
                                                                                                                                                                                  Interaction
 Requirements
SOA Model Derivation:               Use Case
                                                                                                              Message2

                                                                                                                                                                                     Model
  Statement                          Model                                            Actor2                                    Message4


Service                                                                                                            Component2                    Component4




• Use Case                                                                                                Collaboration
Process                                                                                                       Model
• Collaboration
MEP
• Interaction                                                 «datatype»                 Static
                                                              DataType3

Canonical Data                                                                                                                       Class1                       Class4




• MEP Semantics
                                                                                                                                                        1 *




• Domain
                                              «datatype»                 «datatype»
                                              DataType1                  DataType2
                                                                                                                              Class2                    Class3




Contract                                                Domain                                                                      Class
• MEP                                                    Model                                                                      Model
• Canonical Schema                                                                                                                                                                                                                        EMEA
   63
Implementation
Model your solution today, based on the
 elements that can be externalized
         A Web Services Model
         A Process Model
         An Event Model
         A Recovery Model
         A System Definition Model
Build these solution using Biztalk Server and
 the .Net Frameworks today
For your next generation
       How do you make processes core to the
        architecture
                                                EMEA
 64
Implementation
Real World Example
Bank Austria Case Study (Pub 9-Jun-05)
http://www.microsoft.com/resources/casestudies/
casestudy.asp?CaseStudyID=16807



                                          EMEA

 65
     Use Case Model
                                                                       Loan Processing System




                                                             Single Point of
                                                                Contact
                                                *       *               «uses»


                                     Customer                                 Client
                                                                           Identification
                                                                                                            Offsite
                                                                       *                                  Consultation           *
                                                                                             «extends»                       *

                                                                            Consultation                                             Agent
                                                                  *           «uses»
                                                                «uses»                      «uses»


                                                                           Loan Selection
                                                    *
                                                    *
                                                *       Loan Scoring                           Loan Proposal


                                  Bank Employee
                                       (FO)

                                                                  Loan Document
                                                            *       Collection
                                                                                                       Loan IT
                                                                                                     Administration
                                                                                                                         *
                                                                                                                                 *
                                                *
                                                                               Loan Approval
                                                                       *
                                  Loan Supervisor                                                                                  System
                                                                                                                                 Administrator



                                                *                              Loan Contract
                                                                                Processing                                       *
                                                                       *

                                  Bank Employee
                                       (BO)                                                                                         Loan
                                                                                                                                 Administrator
                                                                            Loan Administration
                                                                                                      *




Developed with Business Analyst
    Service Model
     Legend:
       Client         Web     Process    Business   Data         Orchestration / Process Services                                           Common Orchestration / Process
       Layer          Layer    Layer      Layer     Layer                                                                                   Services

                                                                                  LoanConsu       LoanAppro       LoanContra
                                                                    LoanProces                                                                 InitiationPr
                                                                                  ltationProc     valProcess      ctProcessS
                                                                       sSvc                                                                     ocessSvc
                                                                                    essSvc            Svc             vc

        Smart Client User Interface Services
                                                                 Solution Business Services                          Common Business Services

                ViewModel        ChannelVie
                                                    UIAgentSvc      LoanDocu                                                                                                    DocumentC
                   Svc             wSvc                                           LoanAppro       LoanContra                 Notification                     FourEyesS
                                                                    mentCollect                                                              LoggingSvc                         ollectionSv
                                                                                    valSvc          ctSvc                        Svc                              vc
                                                                      ionSvc                                                                                                         c




                                                                    LoanPropo     LoanSelecti     LoanScorin                                 ReportingS       InitiationSv     LifecycleMo
                                                                                                                         SecuritySvc
                                                                      salSvc        onSvc            gSvc                                       vc                  c             delSvc

       Gateway Services

                                                                                                                                            DocumentS
                                                                    Compliance                                               AuditSvc                         ScoringSvc
                                                                                                                                                vc
                ServiceFac       ServiceLoc         ServiceDor
                 adesSvc          atorSvc           ectorySvc


                                                                 Operational Data Services                Reference Data Services                 Legacy Data Services


                                                                    CustomerD        AddressDat                StaticDataS                             HostDataSv        FrontOffice
                                                                      ataSvc            aSvc                        vc                                     c              DataSvc




                                                                    LoanDataS        LoanProdu
                                                                       vc            ctDataSvc




Derived from Use Case Model
       Interaction Model (example – loan consultation)
  Client                                       Bank Employee                            Loan Consultation                                                                   Loan Product Data            Loan Proposal        Cust Data          Loan Data         Loan Scoring   Loan Doc Collection
                                                                                                            Loan Consultation Process



             Ask for loan requirements

                                                                Get Loan Product Info                                                      Get Product Info

                                                                                                                                        productInformationData
                                                               productInformationData

                     Offer Loan
                                                                                                                                                                     Store Loan Data (loanInfoData)


                 Select Loan Type
                                                                                                                                                       Store Customer Data (customerInfoData)

                                                                                                                                           Create Loan Proposal (customerLoanData)

               Ask for Required Data

                                                                                                                                                      Print Loan Proposal
                    Provide Data
                                                                                                                                                 Record Acceptance / Rejection



                                                           Store Data (customerLoanData)
                                                                                                                                                                                                                                  Update Doc List (requiredClientDocuments)


                                                      Create Loan Proposal (customerLoanData)



                                                                 Print Loan Proposal                                                                                           Start Scoring (customerLoanData)

            Give Loan Proposal to Cust

                                                                                                                                                                                      customerLoanData
                  Accept Proposal

                                                           Accept Proposal (loanInfoData)




                                                                                                                                                                   Store Scoring Result (loanInfoData)
                                                          Start Scoring (customerLoanData)

                                                                  ScoringResult:text



           Tell scoring result (if rejected)                                                                                                                                          Extend Doc List (requiredClientDocuments)

                                           {OR}
             Request Additional Docs



                                                      Extend Doc List (requiredClientDocuments)                                                                                                   Update Doc List



                Provide Documents

                                                               Update Document Status




                            Process                                                                                                                                                                      Activity

Look for Messages, MEPs, Canonical Schema, Service Contracts, Processes
                                                                                                                                                                                  Ref Data Legend:
                                                                                         Profession                             MaritalStatus                                 Yellow: Front Office data
                                                                                                                                                                                 Green: CORE2 data
                                                                                    PK   ProfessionID                      PK    MaritalStatusID                              Blue: Implemented in PoC

     Canonical Schema
                                                                                                                                                                                        CustomerType
                                                                                                                                                                                  PK     CustomerTypeID
                                                          ClientStatus                                    CustomerDetail
                                                    PK    ClientStatusID                         PK,FK7    CustomerID

                                                                                                           COREClientNumber
                                                                                                           Sex                                                    EmployerIndustry                                Nationality
                                                                                                 FK6       NationalityID
                                                                                                 FK2       MaritalStatusID                                   PK   EmplyersIndustryID                        PK    NationalityID
                                                                                                           NumberOfChildren
                                                                                                 FK1       AccomodationTypeID
                                                                                                 FK4       ProfessionID
                                                                                                 FK3       EmplyersIndustryID
                                                                                                           NetIncome
                                CustomerOnAS400             Customer                             FK5       CustomerTypeID
                                                                                                           CreateDate                                                                   AccomodationType
                           PK    COREClientNumber   PK     CustomerID                                      LastModificationDate
                                                                                                                                                                                  PK     AccomodationTypeID
                                 ClientShortName           ClientShortName
                                 ClientID                  ClientID
                                 ClientSetUpDate           ClientSetUpDate
                                 Address1                  Address1
                                 Address2                  Address2
                                 ClientStatus       FK1    ClientStatusID


                                                                                                                                                                              GuranteeDetail
                                                                                                                                                                                                                   Gurantee
                                                                                                                                                                                                             PK    GuaranteeID
                                                                                                                                                                            FK1      GuaranteeID
                                                                                                                                                                            FK2      LoanID
                                                                  LoanStatus                                                              Loan
                                                             PK    LoanStatusID                                            PK,FK7     CustomerID
                                                                                                                           PK         LoanID

                                                                                                                                      LoanAccountNumber
                                                                                                                           FK1        OPUID
                                                                                                                                      LoanAmount                                                             OPU
                                                                                                                                      AnnuityNumber
                                                                 SalesChannel                                                                                                                           PK       OPUID
                                                                                                                                      FirstAnnuityAmount
                                                            PK    SalesChannelID                                                      RepaymentFrequency
                                                                                                                           FK5        RepaymentTypeID
                                                                                                                                      GracePeriodMonths
                                                                                                                           FK4        SalesChannelID
                                                                                                                           FK2        LoanStatusID
                                                                                                                                                                                                            Currency
                                                                                                                           FK3        CurrencyID
                                                                                                                           FK6        LoanTypeID                                                       PK   CurrencyID
                                                                                                                                      Tax
                                                                 RepaymentType                                                        Fee
                                                           PK     RepaymentTypeID                                                     Interest
                                                                                                                                      ScoringResult
                                                                                                                                      CreateDate
                                                                                                                                      LastModificationDate




                                                                                                                                    LoanType
                                                                                                                            PK     LoanTypeID

                                                                                                                            FK1    LoanCategoryID
                                                                                                                                   Tax
                                                                                                                                   Interest
                                                                                                                                   Fee




                                                                                                                                 LoanCategory

                                                                                                                           PK     LoanCategoryID


“On-the-Wire” Data Model
     Application Architecture View
                  Legend:
                    Client        Web           Process      Business        Data
                    Layer         Layer          Layer        Layer          Layer

                                WS

                                                   Get reports for                                                                            Get report
                                                   display                                                                                    updates                                                       Loan
                                                                                                              ASP.NET                                                        Desktop                       Product
                                                                                                              Web Site                                                      Management                       Data
                                                     WSS Webpart                                               (HTML)                                                       Client (GUI)
                                                                                                                                         Submit process                                                     cache
                                               (doc, ftp, email, database)                                                                                                                                  (R/O)
                                                                                                                                         requests, e.g. as
                                                                                                                                         InfoPath
                                                                 Monitor/Get work                                                        documents
                                                                 items from WSS                                 WS
                    ES                                                                                                                                                                     Please refer to
                                                                 document store,                                                                                                           documented Use
                                                                 e.g. as InfoPath                                                                                                          Case, Service and
                                                                 documents                                                                                                                 Interaction Models
                                                                                            BizTalk Host                                                                                   for details behind
                               Ezy Credit
                               Windows                                                                                                      Business                                       these components.
                                                                    BTS
                             Sharepoint Site                                                                                             Process Service
                                                                                                                                                  Business                      WS
                                                                  Sharepoint                       BTS
                                                                                                                                             (BizTalk
                                                                                                                                     BusinessProcess Service
                                                                   Adapter                       Tracking
                                                                                                                                           Service (BizTalk
                                                                                                                                  ProcessOrchestration)
                                                                                                    DB
                                                                                                                                      (BizTalk Orchestration)
                                                                                                               ES Auth +           Orchestration)
                                                                                                              WS Username
                                                                                                                                                                                           Please refer to
                                                           Windows
                                                                                                                                                                                           documented Use
                                                          Sharepoint
                                                                                                                                                                                           Case, Service and
                                                           Services                  Posts InfoPath
                                                                                                                                                      WS                                   Interaction Models
                                                                                     Docs into WSS
                                                                                                                                                                                           for details behind
                                                                                     Document Stores
                               Provides Manual                                                                                                                                             these components.
                               Workflow and                                                                           IIS/ASP.NET
                               BAM Integration
                               for Process
                                                              WS                                                      Host
                                                                                                                                                        Business
                               Services                                                                                                                  Service
                                                                                                                                                 Business
                                                                             No Auth
                                                                                                                                                  Service                    Cached
                                                           Reporting                                                                                        Business
                                                            Service                                                                                          Service        Loan Work
                                                            (Heavily                                                                                                          Items
                                                           Cached)

                                                                                                                                                                                                     Duplex communication
                                                                                         Notification                                                                                                pattern is supported by
                                                                                                                     ES/QC [Tx]                                                                      having pairs of Tx Queues
                                                                                          Service
                                                           Audit Data                                                                                                                                and by using WSE/
                                                            Replica                                                                                                                                  wsa:ReplyTo attributes.
                                                             (R/O)


                                                                                                            Depending on
                                                                                                            service function,
                                                          Incremental,                                      some of these
                                                           Periodical,                                      communications
                                                           One-Way,                                         will be full duplex
                                                              SQL                                           via MSMQ with
                                                           Replication                                      compensation
                                                                                                            recovery.



                                                                                                                                                                                   Customer Data                 Address Data
                                                                               Maintains regulatory data on                       Loan Product                  Loan Data             Service                       Service
                                                           Audit Data          loan processing activities                         Data Service                   Service          (Legacy System                (Legacy System
                                                                               and publishes statistical                                                                             Wrapper)                      Wrapper)
                                                                               average KPIs



                                                            Audit &
                                                          Compliance              MSMQ / WS
                                                           Service

                                                                                                    Logging
                                                                                                                                                                                     MSMQ / WS
                                                                                                    Service


                                                                                                                                                                                                                                 Periodic push-updates


                                                                                                                                     Loan
                                                                                                    Logging                                                                          Customer                        Address
                                                                                                                                    Product                     Loan Data              Data                           Data
Think of tenets                                                                                      Data                            Data
     Technical Architecture View
      Legend:
        Generic    Custom       Service                                                                                                                                                                                                                                      If deployed on the
       Plumbing   Plumbing       Code                                                                                                                                                                                                                                        same machine (the
                                                                                                                                                                                                                                                                             default), the
                         Typed Call/Message Flow                                                                                                                                                                                                                             service’s vdir and
                         Untyped Message Flow                                                                                                                BizTalk ASMX-Enabled Orchestrations                                                                             the ES app’s appdir
                                                                                                                                                                                                                                                                             are the same
                                                                                                                                                                    XSD/                          ODX/
                                                                                                                                                                                                                                                                             directory
                                                                                                                                                                    WSDL                          BTM

                                                                                                                                                                               BizTalk Server


                                              delegates work to
                                                                                                                                                                                                                                                             ASMX and the ES
                                             Web service facade                                                                                                                                                                                              process typically run on
                                                                                                                                                                                                                                                             the same machine, but
                                                                                                                                                                                                                                                             do not share a process.
                                                                      XSD/                                                                                                    ASMX / WSE Service Facade                                                      Default host is ES.
                                                                                                 Policy
      HTTP/WS                                                         WSDL
                                           IContract                                                                                   WSE Application Domain Policy Config                                                web.config
                                                                             ASMX/WSE Service

                                     IWSContract




                                                          cracks message and delegates
                                                                                                                                                                                                                                                                                    WSE
                              ES/QC                             to typed entry point                                                                                                                                                         enterprise-                        Input policy
                             Recorder/                                                                                                                                  Enterprise Services Application                                   Instrumentation.                     for IContract
                              Listener                       (which enforce behaviors)                                                                                                                                                          config
       ES/COM                                                                                                                                                         (Activated as Server/NT Service)
                                                                      CLR/TLB                        COM+
                                           IContract                                                                          delegates work to backend
                                                                                 ES Component
                                          IMessage-
                                           Handler
                                                                                                                                                                                                                                                                                    WSE
                                                                                                                                                                                                                                                                               Output policy
                                                                                                                                                                                                                                                                               for IContract

                                                                                Process Controller                                                                                                          Service Locator/
                                                                                                                IProcess-                                                     Service Internals
                                                                                                                                                                                                                Factory
                                                                                                                 Intializer
                                                                                                                                                                                                         Proxy
                                                                                                                                  XSD/
                                                                                                                                                           Policy
      MSMQ/WS                                                                                                                     WSDL
                                                         Controls                                         IContract
                                                       (Start/Stop)                                                                      ASMX/WSE Service
                                                                                   MSMQ                                                                                                                                    application.
                                                                                / WSE Listener                                                                                                                               config
                                                                                                     IWSContract

                                                                                                                                                                      WSE Application Domain Policy Config
                                                                                                                                                                                                                           application.
                                                                                                                                                                                                                            manifest




                                                                                                                                                                                          Installer                                                                                 Foreign Service

                                                                  COM+
                                                                                       ES Application                         Service Account
                                                                 Catalog                                      WS Installer                         DB Installer               Project Installer
                                                                                          Installer                               Installer
                                                                 Manager                                                                                                                                         Service
                                                                                                                                                                                                                 Storage




Think of service deployment & hosting model
               Technology Model
Summary        • Hosting          Technology
               • Interface        Model
                                  • Implementation

Service Orientation:
The 4 Tenets
Not just about Code!                  SOA Model
                                      • Contract
Boundaries are explicit
Services are autonomous
Services share schema and          SOA & Business
                                    Model
 contract, not class                • SLA
                                    • Capabilities
Service compatibility is
 determined based on policy
                                               EMEA
72
Conclusions




              EMEA

73
Conclusions – Why is Motion Valuable?
 Problem solving tool - establishes a powerful new business
  analysis and problem solving tool with a systematic and
  structured approach to discovering operational innovations
 Common context for project portfolio - provides new context for
  evaluating existing people, process and technology development
  programs
 On-going SLE management structure - creates a clear structure
  for on-going service level and performance management
 Clear SOA Roadmap - positions the organization to develop a
  clear and concise road map to services oriented architectures
 Common language – gets the business, finance and IT
  organizations talking the same language within a shared
  architectural view of a network-based operating model

 Most importantly – you go at whatever pace make sense for you
  and your organization



                                                            EMEA
 74
       THANK YOU


2005         Microsoft PAKISTAN DEVELOPER CONFERENCE
              June 13-15, 2005

				
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