Case Study: Scaling SOA to the Enterprise: SOA
Roadmap & Governance
The Hartford Insurance Group, Inc.
Benjamin Moreland
Director, Foundation Services
2 © The Hartford Financial Services Group, Inc., 2006
The Hartford Financial Services Group, Inc.
Founded in 1810
One of the largest investment and insurance companies in the United States.
Fortune 100 company
30,000 employees
Two Companies:• Hartford P&C – Auto, Home, Business insurance• Hartford Life – investment plans, Life insurance, Group benefits
3 © The Hartford Financial Services Group, Inc., 2006
Outline
SOA Basics• SOA Roadmap• SOA Governance• Summary
4 © The Hartford Financial Services Group, Inc., 2006
SOA Basics
Def’n: A loosely-coupled enterprise architecture based on industry standards that enables business goals
SOA is based on industry standards
It must be measured against business goals
SOA is an EA philosophy
5 © The Hartford Financial Services Group, Inc., 2006
Hartford Business Drivers
Lower total cost of IT
Increased “Ease of doing Business”
Speed to Market
Increased business agility
How do you get there?
An SOA Roadmap
6 © The Hartford Financial Services Group, Inc., 2006
Outline
• SOA Basics SOA Roadmap• SOA Governance• Summary
7 © The Hartford Financial Services Group, Inc., 2006
SOA Roadmap
SOA is more than standards and technology• Standards
• Technology
• Architecture
• Organization
• Governance
• Process
• Strategy
Evolution based• Think strategically, act tactically
• Bottom-up vs Top-down vs Middle-out
8 © The Hartford Financial Services Group, Inc., 2006
SOA Strategies
BusinessBusinessArchitectureArchitecture
Business Business ProcessesProcesses
Business Business Services Services
(Functions)(Functions)Technical Technical ServicesServices
SOA ToolsSOA Tools(App (App
Infrastructure)Infrastructure)InfrastructureInfrastructure
Bottom UpProject-Driven
Top DownProcess-Driven
Middle OutService-Driven
9 © The Hartford Financial Services Group, Inc., 2006
Level 5 SOA
10 © The Hartford Financial Services Group, Inc., 2006
Level 1 – Opportunistic SOA @ The Hartford
Standards & Technology• XML web services (1999)
• SOAP, WSDL (2004)
Architecture• Application Reference Architecture 1.0 (2003)
Organization• Architects Collective (2002)
Governance• “Do No Harm”, communication policy (2004)
Strategy• Select low hanging fruit (SEMCI) 2003
11 © The Hartford Financial Services Group, Inc., 2006
Level 2 – Tactical SOA @ The Hartford
Standards & Technology• WSM, UDDI Registry, WS-Addressing (2004)• Enterprise Service Bus (2004)• BPEL, WSIF (2006)• WSRP, JSR-168 (2006
Strategy• Metrics being reported (2006)• 5 year Business / IT plan (2005)
Architecture• Integration, Security Reference Architecture 1.0 (2006)• Application Reference Architecture 2.0 (2005)
12 © The Hartford Financial Services Group, Inc., 2006
Level 2 – Tactical SOA @ The Hartford (cont)
Governance• Effective EA governance process for large projects (2005)
Organization• Enterprise Architecture Group (2004)
Process• Standards Committee (2005)• Service Committee (2006)• Cookbooks for SOA tools (2005/2006)
13 © The Hartford Financial Services Group, Inc., 2006
Level 3 – Strategic SOA @ The Hartford
Standards & Technology• WS-BasicProfile• IAA / ACORD• BPM
Strategy• Progress Metrics, Service metrics• Business Architecture defined• Application Rationalization
Architecture• JIT Reference Architecture• 1 overall Reference Architecture
14 © The Hartford Financial Services Group, Inc., 2006
Level 3 – Strategic SOA @ The Hartford (cont)
Governance• SOA Governance IT Governance (Service level governance)• Business Services Catalog (WS-Lifecycle)
Organization• Services Committee (1st qtr 2007)• SOA Education
Process• ITIL, CMMi
15 © The Hartford Financial Services Group, Inc., 2006
The Hartford’s SOA Maturity Model (Roadmap)
Technology ArchitectureStandardsStrategy/Process
SOAP, XML,WSDL, WSRP,
JSR-168
BPEL, BPMN,Vertical XML
(ACORD)
BPEL, WSIF,JMS, JCA,
WS-Security
SCA, WS-Eventing,
WS-*
4-tierBAM, EPM, TBD
Web Services,App Servers,
Portal
BPM, BRE,IntegratedSvs Env.
BPEL, WSM,UDDI,(ESB)
BP Simulation,BAM, CEP,
Metadata Mgmt
BAM, EPM,TBD
App Ref.Arch v1.0,Infra. Svs
ServiceGranularity
Identify RepeatablePatterns, Services
Shared BusinessFunctions,
MDA
Organization Governance
ArchitectsCollective
SOA Roles &Responsibilities,SOA Education
Formal EA Grp,Score projects
SOA CenterOf
Excellence
Function based,Not org based
Interdeptmtcommunication
Adopt serviceReuse
incentives
Interdeptmtgovernance
Process working,Incentivesworking
AutomatedGovernance,
Exception proc.
Low hangingfruit
BPA, Realize serviceReuse, SLAs
Identify KeyMetrics,
SOA Oper Model
Monitor &Measure for
Improvement,Iterative Dev.
Bus. Agility,Real-time
modifications
* with collaboration from Dr. Mohamad Afshar
16 © The Hartford Financial Services Group, Inc., 2006
The Hartford’s 2006 SOA Scorecard
GovernanceStrategyTechnologiesStandards OrganizationProcessesArchitecture
1
2
3
4
5
17 © The Hartford Financial Services Group, Inc., 2006
Outline
• SOA Basics• SOA Roadmap SOA Governance• Summary
18 © The Hartford Financial Services Group, Inc., 2006
Governance
Governance is about getting people to do the right thing at the right time in the right way
“In 2006, lack of working governance mechanisms in midsize-to-large (greater than 50 services) post-pilot
SOA projects will be the most common reason for project failure (0.8 probability)”
Massimo Pezzini, Gartner
19 © The Hartford Financial Services Group, Inc., 2006
Business Plan
SupportingSOA Strategy
SupportingSOA Roadmap
Governance is Key to Delivering on SOA by Design
Ensure Delivery With Low Risk & Control
Business Strategy
Governance with SOA
IT GovernanceIT Governance
Business Strategy
Governance with SOA
IT GovernanceIT Governance
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Policy Creation, Communication & Enforcement
Communicate
Executives
Developers
Architects
Administrators
IT Managers
Business Analysts
Monitor & Enforce
EnterpriseArchitects
GovernanceCommittee
Policies
Create
Manage
Issues:•Decision Rights•Input Rights
21 © The Hartford Financial Services Group, Inc., 2006
6 Steps to Successful SOA Governance
Define Goals and Strategies
Define Metrics
Analyze and ImproveExisting Processes
Put Governance Mechanisms in Place
Standards, Policies, Processes & Organization
These 6 steps allow a company to incrementally developand mature their overall SOA and thus business goals
Refine and Go to the Next Level SOA Maturity Model
22 © The Hartford Financial Services Group, Inc., 2006
The Hartford’s SOA Governance Strategy
Level 1• “Do No Harm” (2004)
• Project Scoring for learning purposes only (2004)
Level 2• Score all “architecturally significant” projects (2005)
• Effective governance processes (2005/2006)
• All services must be WS-I compliant, must have “contract ID” in SOAP header (2006)
Level 3• Business Services Catalog process & tools
• Services, Standards committee standards included in project assessments
23 © The Hartford Financial Services Group, Inc., 2006
Summary
• SOA is not an ends in itself, it is a means to achieve business goals
• Without an SOA roadmap and strategy, you cannot know where you are going
• SOA roadmap (maturity model) must be incremental, not big bang
• 3 SOA strategies: process-driven, services-driven, project-driven
24 © The Hartford Financial Services Group, Inc., 2006
Summary (cont)
• Just as IT needs IT governance, SOA requires service governance to grow
• 6 step SOA governance strategy can mature with your organization
• Think strategically, act tactically!!!
25 © The Hartford Financial Services Group, Inc., 2006
Q&A
Thank You
Benjamin Moreland
The Hartford Financial Services Group
Director, Foundation Services,
Enterprise Architecture Group
Find me on: https://www.linkedin.com
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