SOA For Managers
An introduction to SOA for managers providing the conceptual understanding plus essential guidance on how to address the SOA challenges relating to integrating new architectural concepts into an organization's processes and practices.

Depth: Detailed  - Level: Introductory

SOA Governance Practices
Guidance on setting policies and managing compliance to ensure adequate governance is applied to SOA delivery.

Depth: Detailed  - Level: Intermediate

Business Strategy for SOA
Provide senior management with an independent assessment of the opportunities for business transformation afforded by service oriented architecture. This class may be tailored for specific industry sectors.

Depth: Overview  - Level: Introductory

SOA for Business Analysts
Guidance in business analysis techniques to understand service oriented business design and ensure that delivery of the Business Service Architecture adequately reflects the flexibility and consistency requirements of the business.

Depth: Detailed  - Level: Intermediate

SOA Fast Track
The SOA Fast Track combines elements of Service Architecture and Business Modeling into one intensive workshop designed to get participants active in SOA delivery in as short a time as possible.

Depth: Detailed  - Level: Intermediate/Advanced

Technology Infrastructure for SOA
Guidance on establishing the operational and Service lifecycle infrastructure to support SOA providing a framework within which to position and select relevant standards, technologies and appropriate products.

Depth: Overview  - Level: Intermediate

A One Day Seminar for Managers, Business Analysts and IT Architects

Introduction to SOA Concepts; Introduction to Planning for SOA; Assessment of candidate strategies and next steps

Introduction

Service Oriented Architecture (SOA) is being hailed as huge breakthrough in software engineering, impacting development, operations and even the way the business is run. If you don't fully understand what it is and what it can do for your enterprise, you risk being left behind. This workshop will give you the opportunity to get that understanding: everything you want to know about SOA but were afraid to ask, illustrated through real case studies, patterns and best practice

This is not a technology or product-driven seminar. It helps participants understand the broad impact of SOA, the benefits SOA offers the business and IT plus the actions they must take to realize them, together with an understanding of where to start developing the roadmap for SOA adoption.

Audience

Business Strategist , Business Analyst, IT Director, IT Strategist, IT Architect, IT Program/Project Manager, IT Governance Managers, IT Operations Management, Service Designer, other Senior IT professionals,

Objectives

Gain good understanding of SOA concepts and how they may apply to an enterprise. Understand the business case for SOA and the architecture, organizational change and infrastructure investments that are required to deliver ROI.

Duration

One Day, or half-day senior management briefing

Outline Agenda

The topics to be covered include:

A Three to Five Day Workshop for Managers and Architects

An intensive workshop to understand the scope and develop an outline plan for SOA adoption

Introduction

The introduction of SOA into an enterprise can be quite far reaching. The basic objective of the Everware-CBDI SOA Roadmap Planning Methodology is to simplify this task by focusing enterprise change management activities in two dimensions - time and subject matter.

Audience

CBDI recommends that workshops delegates should include both business managers (or account managers) and IT managers responsible for decision making in this area. Ideally a group should be less than 12 delegates, but higher numbers can work with adequate preparation.

Objectives

An intensive planning mechanism to assist an enterprise to provide a level set for key managers and to facilitate the rapid development of first cut strategy and plans. The objective of the workshop is not just to learn about SOA Roadmap Planning but to deliver that first cut strategy and plan.

Outline Agenda

The topics to be covered include:

A Two Day Workshop for IT and appropriate Business Management

SOA Adoption Planning, Organizational Impact, Business Case, Process, Governance, and Project Management

Introduction

SOA is not just technology. Delivering the full objectives of SOA may require careful planning addressing organizational and cultural change plus new funding and ROI mechanisms, together with adoption of new architectural principles and software engineering techniques and processes.

Whilst the SOA Seminar provides conceptual understanding and the big picture, SOA for Managers goes to a deeper level of detail identifying specific management activities and responsibilities to affect the transition, and ensure ongoing governance over the broad scope of SOA activities.

Audience

Business Analyst, IT Strategist, IT Architect, IT Program/Project Manager, IT Governance Managers, IT Operations Management, Service Designer, other Senior IT professionals

Objectives

Understand the management activities and responsibilities needed to establish SOA within an organization.

Outline Agenda

The topics to be covered include:

A One Day Workshop for IT Management

Service Life Cycle Governance; Policy Setting and Compliance Testing; Governance Technology and Infrastructure

Introduction

Achieving the benefits associated with SOA does not happen by accident. Inadequate governance can result in service anarchy where provision and consumption of Services not only fails to deliver SOA objectives, but may also have consequences on business governance.

Using the framework of the Service Lifecycle, this workshop provides guidance in how to exercise appropriate governance over various SOA activities across both the development/delivery and operational stages for both Service Provider and Consumer. This includes managing services and their associated artefacts as assets throughout the lifecycle, the setting of various policies appropriate to each lifecycle state and considerations of how and when to ensure compliance.

Audience

IT Architect, IT Program/Project Manager, IT Governance Managers, IT Operations Management

Objectives

Understand the Service Lifecycle and the types of policy associated with each lifecycle state. Relate SOA governance to broader IT governance. Understand the roles and responsibilities of different participants throughout the Service Lifecycle.

Outline Agenda

The topics to be covered include:

A One Day Workshop for Architects and IT Management

Introduction to SOA Principles; Business Service Architecture and Service Portfolio Planning Principles

Introduction

This workshop enables participants to understand and apply SOA principles necessary to ensure the Business Service Architecture delivers the required levels of flexibility and sharing and other SOA objectives.

Service Portfolio Planning techniques taught in the 3-day Business Service Architecture workshop provide detailed guidance and hand's on exercises in the planning and delivery of Business Service Architecture. This introductory workshop provides an understanding of the BSA process and how SOA principles guide this activity

This workshop provides sufficient depth for IT managers who have responsibility for the delivery of Business Service Architectures, and others who may not themselves fully participate in the Service modeling and specification activities.

Audience

IT managers who will supervise the architecture and delivery of business services, those who require an understanding of the SOA principles and BSA process but who may not necessarily be full-time participants in BSA projects.

Objectives

Enable management to participate in SOA activities at the Business Service Architecture and Service Portfolio Planning level, and to correctly set project requirements and objectives, plus measure compliance of deliverables with BSA principles.

Outline Agenda

The topics to be covered include:

A Three Day Workshop for Service Architects:  Previously Service Portfolio Planning

The Workflow for Planning Software Services; Techniques for Planning, Identifying and Describing Business Services

Introduction

This workshop walks the delegates through the techniques of Service Portfolio Planning in order to deliver a Business Service Architecture - from business models to service descriptions described at the service, implementation and deployment views. In this workshop delegates receive training in several techniques to support the identification of Service from relevant business models, and how to place and classify them within a layered Service Architecture that provides flexibility and sharing.

Service Portfolio Planning techniques taught in the 3-day Business Service Architecture workshop provide detailed guidance and hand's on exercises in the planning and delivery of Business Service Architecture. This introductory workshop provides an understanding of the BSA process and how SOA principles guide this activity

Audience

Business Analyst, IT Architect, IT Program/Project Manager, Service Designer, other Senior IT professionals involved in delivery of Service Architecture

Objectives

Understand the work flow for Service Planning and learn about the essential deliverables. Learn a set of practical techniques for identifying the Services that are required, and practice the essential techniques.

Pre-requisites

Good understanding of SOA concepts and principles, as taught by Everware-CBDI. For example prior attendance on the SOA Seminar would be a recommendation for those not familiar with Everware-CBDI guidance.

Outline Agenda

The topics to be covered include:

A One Day Workshop for Service Architects

Documenting Rich Service Specifications

Introduction

Delivering a rigorous Service Specification is essential to SOA. The Service Specification should form the contract between Service Provider and Consumer, as well as between the Service and the implementation that supports it.

Service description languages such as WSDL provide an accurate operational signature but do not convey the complete specification and models necessary to fully convey what capabilities the Service provides, the behavior of operations and their pre- and post-conditions that must be fulfilled in order to meet the contractual obligations on all participants. It is also necessary to specify not just the functional but also non-functional requirements so that all forms of contracts can be established and met, including Commercial, Quality of Service and Service Level Agreements (SLA).

Audience

IT Architect, IT Program/Project Manager, Service Designer, other Senior IT professionals responsible for Service Specification

Objectives

Using the CBDI Forum Service Specification Template and walking through examples, delegates learn how to model and document rich Service Specifications.

Outline Agenda

The topics to be covered include:

A Half Day Workshop for Senior Management

Modeling the Service-Based Business; Service-Based Business Design; Delivering Relevant Business Agility

Introduction

SOA is not just an IT response to business requirements. The availability of SOA can also change business requirements, enabling improvements in business design and business processes, or even radical change for competitive advantage. The Service concept is something that can equally be applied to business thinking, not just IT architecture.

This workshop is intended to stimulate thought and discussion. It uses case studies and examples that also demonstrate general principles.

Note: This workshop can also be tailored to specific industry audiences

Audience

Business Strategist , Business Analyst, IT Director, IT Strategist

Objectives

Provide top management with an independent assessment of the opportunities for business transformation afforded by the latest technologies

Outline Agenda

The topics to be covered include:

A Two Day Workshop for Business Analysts and IT Architects

Understanding Business Requirements to optimize SOA; How SOA influences Business Design; Delivering Relevant Business Adaptability, Interoperability and Standardization

Introduction

This workshop guides participants in how to understand business requirements in order to maximize the potential of Service Oriented Architecture. It also examines how SOA can influence business design to create new business opportunities.

SOA creates opportunity for greater business process adaptability and cost reduction through the improved structure, managed standardization, sharing and customization of Services. In order to realize the benefits of SOA these architectural characteristics must be based on an appropriate understanding of business strategy and requirements.

This workshop provides methodology and guidance in business analysis techniques to understand service oriented business design and produce deliverables that establish business IT convergence for SOA and guide production of the Service Portfolio Plan.

It also provides a basis for refining the models used to create the business service architecture. This is particularly important when existing models are used as input to the BSA.

Audience

Business Analyst, IT Architect, IT Program/Project Manager , other Senior IT and business professionals involved in business modeling and capturing business requirements for SOA

Objectives

For business managers and analysts to understand how SOA can influence business design opportunities and how in turn business design drives requirements for SOA. To understand key governance criteria for delivery of information solutions that properly reflects the business requirements for adaptability, standardization and customization. For architects, program managers and senior developers to understand how business requirements should be established and communicated to provide a systematic basis for SOA governance.

Introduce and explain the basic analysis concepts and how they are related.

Introduce techniques for producing deliverables using these concepts.

Provide the SOA context for business analysis - giving examples of how deliverables are used for service-based business design and service-oriented system design.

Provide methodology for developing input to SOA based policy and business requirements.

Provide templates for relevant deliverables

Pre-requisites

Good understanding of SOA concepts and principles, as taught by Everware-CBDI. For example prior attendance on the SOA Seminar would be a recommendation for those not familiar with Everware-CBDI guidance.

Attendees should have basic modeling experience. Note this workshop does not teach basic modeling techniques, rather it provides guidance on how business models are used and varied in order to drive SOA based activity.

Outline Agenda

The topics to be covered include:

Understanding Business Capability. The Service Portfolio is derived (in part) from the set of capabilities offered by, and used by the business. Business Analysts need to provide the Service Planners with

• Event-Response Analysis - relationships between events, capabilities and responses
• Capability Analysis - understanding of the correct granularity of capabilities, and dependencies between them in order to ensure the SOA reflects the degree of coupling inherent in the business
• Business Semantics Internal - understand the business at a semantic level in order to better identify opportunities where Services and capabilities can be shared across the organization
• Business Semantics External - understand the Business Semantic models used by other parties in order to deliver interoperability
• Business Outcomes - describe Services in terms of their post conditions - i.e. the outcome of an activity. Business Analysts also need to understand that the business goal of the Service Consumer can be broader in scope or different to the perspective of the individual Service provider
• Differentiated Response - understand where a Service can provide differentiated behaviour in response to different contexts.

Understanding Business Processes. Service-based Solutions are derived (in part) from an understanding of the business process. The understanding of business processes and solutions also provides another mechanism to understand business capabilities. Business Analysts need to provide Service Planners and Solution Architects with

• Process Collaboration - understand the activity between the participants in a collaborative process in order to identify the Services that need to orchestrated (by each party) in order to achieve the desired outcome
• Business Process Management - understand where there is flexibility in the process to provide or consume alternative Services, and how to drive Service selection through policies

Business Deign. Understand the business model and strategy in order to make provisioning decisions, build flexibility into the SOA, and prioritize Service delivery.

Business and SOA Value. Justifying investment in SOA and Service-based solutions to business and IT stakeholders

A five day intensive workshop designed to get delegates active in SOA delivery in as short a time as possible

Combining Elements of the SOA Seminar, SOA for Business Analysts, and Delivering the Business Service Architecture workshops

Introduction

Many organizations commence SOA activity in a relatively unstructured fashion, within the scope of individual projects and with little attention to architectural principles. While this may deliver short term results in focused areas, it often fails to capitalize on the potential of SOA. Recognizing that time is an imperative for organizations, in one intensive workshop the SOA Fast Track is designed to ensure delegates understand how to deliver a Business Service Architecture that properly reflects business requirements in the specific context of SOA, such as improving business agility or ensuring enterprise-wide consistency in the execution of business activities.

Audience

Business Analyst, IT Architect, IT Program/Project Manager, Service Designer, other Senior IT professionals involved in delivery of Service Architecture

Objectives

This workshop has similar objectives to the Business Service Architecture and SOA for Business Analysts workshops in terms of content. The SOA Fast Track has the additional objective of combining these with sufficient understanding of SOA concepts into an intensive 5 day format to provide delegates with sufficient depth to commence immediate work on SOA delivery

Outline Agenda

The topics to be covered include:

A One Day Workshop for IT managers, architects, and operations

Operational Infrastructure for SOA; Service Lifecycle Infrastructure for SOA; Marketplace

Introduction

This workshop provides guidance on the selection and deployment of the infrastructure required to support SOA. It provides a framework and architectural models for assessing the capabilities required and the deployment options available. It considers how the provision of infrastructure should be matched to the requirements of the SOA Maturity Model. As well as providing a view of the SOA Infrastructure marketplace it also considers the role of existing infrastructure.

Audience

IT architects, IT operations managers, IT Managers with responsibility for technology and product selection and deployment

Objectives

Provide understanding of the technology, platforms and tools required to support SOA, including support for governance across the Service Lifecycle, the role of the Enterprise Service Bus (ESB) and the requirements for managing Services and meeting Service Level Agreements.

Outline Agenda

The topics to be covered include: