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Developing an SOA Strategy Cindy L. Warner, salesforce.com David Linthicum, Linthicum Group IT Exec: Chief Innovation Officer

I T E007 Warner 091807

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Page 1: I T E007  Warner 091807

Developing an SOA Strategy

Cindy L. Warner, salesforce.com

David Linthicum, Linthicum Group

IT Exec: Chief Innovation Officer

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Safe Harbor Statement

“Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.

The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates.

Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

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Cindy L. Warner

SVP, Global Technology Services

salesforce.com

[email protected]

David S. Linthicum

SOA Thought Leader and Practitioner

[email protected]

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All About The Linthicum, LLC

• INDUSTRY: Consulting

• EMPLOYEES: 6

• GEOGRAPHY: Global

• # USERS: 200

• PRODUCT(S) USED: Apex, Salesforce SOA, and

The Linthicum Group was established to provide quality SOA consulting services to product or end-user organizations who are seeking guidance beyond the SOA hype. The group seeks to understand your requirements first, and then define the correct solution to meet the particular needs of your organization. We leverage proven approaches and methodologies, using industry best practices.

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The Challenge…

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… but even after yesterday’s promises…

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Copyright © 2007, ZapThink, LLC

… we still have the same IT mess, only worse

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Companies require Business Agility…

Responding quickly to change, and

Leveraging change for competitive advantage

J

Why does a business need an SOA Strategy?

Agility is the key to innovationAgility is the key to innovation

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Service Orientation: A Business Approach

It’s not about connecting things, it’s

about enabling business processes

& continual change

The core business motivation is

business agility

Rather than “rip and replace” old

systems – make them work better

together

It’s not about technology,

integration, or middleware

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So What Does a SaaS SOA Strategy Entail?

David S. Linthicum

SOA Thought Leader and Practitioner

[email protected]

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Core tenants of an SOA Strategy…

SOA is architecture – a set of best practices for the organization and use of IT, and the discipline to follow them

Abstracts software functionality as loosely-coupled, business-oriented Services

Services can be composed into applications which implement business processes in a flexible way, without programming

Just as a building architect is more concerned with the space, not the walls, the IT architect is concerned with how people use the

technology, not the technology itself

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…which enable…

Leveraging of legacy systems – SOA does not mandate replacement of runtime infrastructure, but enable migration when needed

Metadata to control how the system behaves instead of code – business logic trumps application logic

The contracted interface to matter most, not the underlying runtime environment

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SOA shifts the way we think

Traditional Distributed Approach

Service Oriented Approach

Designed to last Designed to change

Tightly Coupled Loosely Coupled, Agile and Adaptive

Integrate Silos Compose Services

Code Oriented Metadata Oriented

Long development cycle Interactive and iterative development

Middleware makes it work Architecture makes it work

Favor Homogeneous Technology Leverage Heterogeneous Technology

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Emerging Web-Delivered Platform…a catalyst for change

We are moving in three clear directions: First, the movement from visual to service-

based interfaces

Second, the movement to outsourced or

virtualized business processes

Finally, the acceptance of an on-demand

platform for applications, services, and now

development and enterprise architecture

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Advantages of a Web-Delivered Platform as part of an SOA Strategy While clearly a huge leap in thinking for many traditional developers

and architects, the use of an on-demand platforms makes logical

sense when considering the advantages of this model, including: The cost of the platform is always going to be less expensive than more

traditional platforms, and also provide more value.

The shareable nature of this platform allows designers, developers, and

architects to leverage best practices, reusing existing design, code,

configurations, metadata, and application architectures.

Services deployed on this platform are immediately sharable, intra- or

inter-enterprise, for any business purpose, including B2B partner

integration.

Services may be layered into an orchestration mechanism or process

layer for configuration into solutions.

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Externally Managed Systems

Internal Systems

External Trading Partners

Internal Systems

Normalizing Authentication

Identity and Single Sign-On

Protocol TranslationSession ManagementData Format Mapping

TranslationError Handling

Integration MonitoringSystems Management

Business Process Workflow

Business Activity Monitoring

Service Providers

Service Providers

Approaching Integration UsingSaaS-Delivered SOA

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Traditional Integration Approach• Costly to build, deploy and maintain• Complex, hard to change, doesn’t scale• Lengthy implementation

Different protocols

Different standards

Different data formatsFirewall issues

Multiple point-to-point connections

Multiple business rulesDifferent security models

Different applications

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SaaS Delivered SOA Solves the Need for Shared Infrastructure

Simplifies the many to

many problem

Moves complexity to the

network

Increase value by

providing shared

infrastructure & services

Mediates technical and

business differences

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System

System

The Basic Architecture

Web DeliveredSOA

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Getting Ready

First, accept the notion that it's okay to leverage services that are hosted on the Internet as part of your SOA. Normal security management needs to apply, of course.

Second, create a strategy for the consumption and management of outside-in services, and use of a Web-delivered SOA, including how you'll deal with semantic management, security, transactions, etc.

Finally, create a proof of concept now. This does a few things including getting you through the initial learning process and providing proof points as to the feasibility of leveraging outside-in services.

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B2B Exchange

Distributor

ServiceProvider

Partner

ServiceProvider

Web Services

Web DeliveredSOA

• Abstract back-end functions, screens, and data stores and expose them as services

• Mediate semantics through a transformation and routing layer

• Mediate security, accounting for the difference within the source and target systems

• Structure information for movement to and from the service provider

Existing Systems

What Needs to be Done

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Remember, there are a few technical issues that you must address… Semantic and metadata management, or, the management of the

different information representations amount the external services and internal systems.

Transformation and routing, or, accounting for those data differences during run time.

Governance across all systems, meaning, not giving up the notion of security and control when extending your SOA to the global SOA.

Discovery and service management, meaning, how to find and leverage services inside or outside of your enterprise, and how to keep track of those services through their maturation.

Information consumption, processing, and delivery, or, how to effectively move information to and from all interested systems.

Connectivity and adapter management, or, how to externalize and internalize information and services from very old and proprietary systems.

Process orchestration and service, and process abstraction, or, the ability to abstract the services and information flows into bound processes, thus creating a solution

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Approaching SOA Using an On-Demand Platform

Step 1: Accessing Current Enterprise

Architecture Issues

Step 2: Making the Business Case

Step 3: Understanding Semantics

Step 4: Understanding Services

Step 5: Understanding Processes

Step 6: Understanding the Technology

Step 7: Execution and Assessment

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Starwood Hotels & Resorts

Let’s Review a Successful SOA Case Study..

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Background

One of the world’s largest hotel and leisure

companies, brands include Sheraton, Westin, W

Over 730 owned, leased, managed and franchised

hotels

Centralized controls required to eliminate

redundancy

Speed and accessibility of applications are

increasingly important

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SOA Environment

For four years, Starwood has been converting its IT environment to SOA

Core centralized reservation system remains a legacy mainframe-based application Unites geographically diverse holdings onto one

flexible, scalable framework Handle the traffic spikes & massive server loads in

hospitality business

IT department now needs to manage a large and growing set of Services

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SOA Project Scope

Centralize its reservation system into one core

application

Allow for customization at the property level

Accessibility for all of its partnering travel agents

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Technical Requirements

Flexibility & Speed Standards-based, platform independent, fast

environment Governance

Centralization, control and measurement features Customizability

Each hotel chain had different customization needs Reuse

Allow Services to be recognized and optimized for reuse

Compatibility Allow partnering travel agents to easily access and

use the reservations system

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Deployment Summary

Phase 1 A small, project-based implementation in a central IT

location. Goal: set up a viable system, test it, & learn the new architecture

Phase 2 Learn the new features and capabilities for

governance & customization Phase 3

Train people across the company on the new features, functions, systems, and processes

Phase 4 Rollout to all 730 hotels

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Technology Selections

HP Systinet Registry for capturing detailed SOA service

description & usage information into a centrally

managed, reliable, searchable business Services

registry

Progress Actional SOAPstation XML routing &

monitoring tool and Looking Glass Server management

console

Move from their legacy system to UNIX platforms on

HP-UX and Linux

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Anticipated Benefits

Return On Investment (ROI) Reduce operating costs by $20 million annually

Governance Centralized controls for managing, tracking and

enforcing its processes Customization

Customization on the local level Easy Partner Accessibility

Platform independent solution that Starwood partners can easily access, regardless of their IT environment.

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On-Demand Platform…the Future of SOA

While this is a huge step in the world of SOA, the value and fit to purpose are

clear when considering the core notions.

Truth-be-told, enterprise architectures today are in a state of disarray, and

are actually hindering the growth of the business, this due to years and

years of layering in expensive, static, and monolithic applications that have

hindered business agility, costing millions of dollars over the years.

The notion of an SOA leveraging an on-demand platform provides key

technology and business drivers that make this approach compelling for

enterprises both large and small.

This provides the enterprise architects with the ability to migrate over to the

on-demand platform, as needed, and without disrupting existing enterprise

IT operations.

The more processes, data, applications, and services moved to the on-

demand platform, the more value the enterprise will realize over time.

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Session FeedbackLet us know how we’re doing!

Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories:

Overall rating of the session Quality of content Strength of presentation delivery Relevance of the session to your organization

We strive to improve, thank you for filling out our survey.

Additionally, please score each individual speaker on: Overall delivery of session

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Cindy Warner

SVP, Global Technology Services

David S. Linthicum

SOA Thought Leader and Practitioner

QUESTION & ANSWER SESSION

salesforce.com