IntroductionCourse Outline

Topics
 
  • IT governance using ITIL
  • How to implement IT governance
  • Governance models
  • New management challenges brought about by SOA
  • How to implement SOA governance
  • Funding models for SOA initiatives
  • Establishing an SOA Center of Excellence (COE)
  • SOA governance by policy

What you will learn
  After completing this course, the student should be able to:
  • Understand the need for governance and how many aspects of the business (such as sales and finance) are already strictly governed.
  • Learn the IT practices that need to be governed (such as change management and availability).
  • Learn the SOA practices that need to be governed (such as interoperability and architecture dispute resolution).
  • Measure key metrics and make decisions based on them (that will lead to continuous improvement).
  • Institute a well documented governance model within the organizations.
  • On a day to day basis, enforce compliance with the model, gather key metrics and change IT practices based on the metrics.

Audience
  This course is applicable to IT project managers, Architects, and Sr. Managers who fund IT projects and would like to ensure a better ROI.

Prerequisites
  Basic project management skills.

Duration
  Three days.

Outline for Implementing SOA Governance Training

1. SOA Fundamentals
 
  • Objectives
  • SOA in Context
  • Defining SOA
  • What makes a good design?
  • The SOA Umbrella
  • What s a Service?
  • Service Actors
  • Serving up SOA
  • SOA and Business Process Management
  • BPM Value Add
  • SOA Governance
  • SOA Governance Model
  • SOA Job Role Impact
  • SOA Value
  • Is this a New Concept?
  • Service Orienting the Enterprise
  • Service Oriented Thinking
  • SOA is Perfect
  • Service Characteristics
  • About Services in SOA
  • Contract-driven software
  • SOA Standards
  • Summary
 

2. A Tale of Two Companies
 
  • Objectives
  • Governance Touch Points
  • Life Without Governance
  • Providing a Service
  • Consuming a Service
  • Supporting Agreements
  • Fighting Fires
  • Life in Company B
  • SOA Governance Overview
  • Governance Provides Order
  • Summary
 

3. SOA Challenges and Risks
 
  • Objectives
  • SOA Challenges and Risks
  • Emerging Standards
  • Emerging Standards (contd)
  • Selecting Tools and Infrastructure
  • Service Selection and Creation
  • Service Management
  • Portfolio Management
  • Paradigm Shifting
  • Communication
  • Policies and Compliance
  • Project Management
  • Training and Re-skilling
  • Governance and Risk Mitigation
  • Summary
 

4. Governance Fundamentals
 
  • Objectives
  • The Strategic Role of IT
  • Governing IT
  • IT Infrastructure Library (ITIL)
  • ITIL: Managing IT Activities
  • ICT Infrastructure Management (ICTIM)
  • ICTIM Processes
  • Control Objectives for Information and related Technology (COBIT)
  • Need for SOA Governance
  • SOA Governance
  • SOA Governance Adoption
  • Key Governance Relationships
  • SOA Governance Elements
  • SOA Governance Procedures
  • Recommended Procedures
  • More Recommended Procedure
  • SOA Governance Policies
  • Enterprise Policies
  • Business Policies
  • Service Policies
  • SOA Governance Metrics
  • More SOA Governance Metrics
  • Some Best Practices
  • Relevant Standards Work
  • OASIS SOA-RM
  • Reference Model in Context
  • OASIS SOA-RA
  • Summary
 

5. Policies, Contracts, and SLAs
 
  • Objectives
  • OASIS SOA-RM View
  • Governance by Policy
  • Policy Types
  • Policy Scope
  • Service Contracts
  • Service Contract Types
  • What About WSDL?
  • Service Level Agreements (SLAs)
  • Defining Service Levels
  • Stages of Governance
  • Supporting Infrastructure
  • Contractual SOA Governance
  • Summary
 

6. Service Models
 
  • Objectives
  • Service Orientation Artifacts
  • The Service Model
  • Developing a service model
  • Service Model Example #1
  • Service Model Example #2
  • Service Model Example #3
  • Service model granularity
  • Service Contract Template
  • Service Contract Template Part 2
  • Service Contract Template Part 3
  • Summary
 

7. Governance Lifecycle
 
  • Objectives
  • The Stages of Governance
  • Governance, Quality, & Management
  • Quality-Governance Feedback
  • Management-Governance Feedback
  • Management-Quality Feedback
  • Continuous Quality Assurance
  • The Need for a Service Lifecycle
  • Developing a Service Lifecycle
  • Governance Lifecycle Tips
  • Summary
 

8. Organizational Strategies
 
  • Objectives
  • Centers of Excellence and Competency
  • SOA Champions
  • Pattern: Collaborative Enterprise
  • Pattern: Process-driven Business
  • SOA Project Roles
  • SOA Project Roles Changes
  • SOA Project Roles Changes
  • SOA Project Roles Changes
  • SOA Project Roles New
  • Summary
 

9. Governance Tools and Infrastructure
 
  • Objectives
  • Primary Governance Tools
  • Service Registry
  • Registry Capabilities
  • Publishing Services
  • Service Definition Metadata
  • Service Description Metadata
  • Service Discovery
  • Service Management
  • Lifecycle Management
  • Policy Management
  • Policy Management Tools
  • Security Gateway
  • Evolving Toolsets
  • Summary
 

10. Service Management
 
  • Objectives
  • Service Management
  • Service Ownership
  • Business Alignment
  • Service Lifecycle Management
  • SOA s Circle of Life
  • SOA Service Life Cycle Overview
  • Service Management Tips
  • Service Management Gotchas
  • Summary
 

11. Financial Management
 
  • Objectives
  • SOA Budgeting
  • Funding SOA
  • Comparing Funding Models
  • ROI Timeframes
  • Managing SOA ROI
  • Financial Management Tips
  • Financial Management Gotchas
  • Summary
 

12. Configuration Management
 
  • Objectives
  • SOA Configuration Challenges
  • Service Versioning
  • XML Schema Versioning
  • XML Schema Versioning Guidelines
  • WSDL Versioning
  • WSDL Versioning (continued)
  • Standards Work
  • Vendor Support
  • Configuration Management Tips
  • Configuration Management Gotchas
  • Summary
 

13. Service Portfolio Management
 
  • Objectives
  • The Service Portfolio Catalog
  • Business Driver Alignment
  • Service Portfolio Champions
  • Categorizing Services
  • Service Portfolio Mngmt Tips
  • Service Portfolio Mngmt Gotchas
  • Summary
 

14. Architecture Management
 
  • Objectives
  • Beginning With the End in Mind
  • A Little SOA Goes a Long Way
  • Selective SOA: Bottom-up
  • Selective SOA: Top-down
  • Selective SOA: Value-based
  • Selective SOA Venn Diagram
  • Sizing Services
  • Service Granularity
  • Service Atomicity
  • Service Granularity Matrix
  • Reference Model and Architecture
  • Architecture Management Tips
  • Architecture Management Gotchas
  • Summary
 

15. IT Governance Models
 
  • Objectives
  • Governance Model Justification
  • Governance Models
  • Sole Governance
  • Local Governance
  • Intermediary Governance
  • Federated Governance
  • Governance Model Spectrum
  • Hybrid Governance Model
  • Summary
 

16. Governance Models and ESB Topology
 
  • Objectives
  • Governance Model Overview
  • ESB Topology
  • Pattern: Single Logical ESB
  • Pattern: Directly Connected ESB with Single Registry
  • Pattern: Directly Connected ESB with Multiple Registries
  • Pattern: Brokered ESB
  • Pattern: Hub/Spoke ESB
  • Pattern: Imposed ESB
  • Hybrid ESB Topology
  • Summary
 

17. SOA Maturity
 
  • Objectives
  • Maturity and Governance
  • Gauging SOA Maturity
  • CMMI and SOA Maturity
  • SOA Maturity Models
  • SOA Maturity Model (CBDI)
  • CBDI s Service Model
  • SOA Maturity Model (IBM)
  • IBM s Integration Model
  • SOA Maturity Model (Wipro)
  • Wipro s Model
  • SOA Maturity Model (Sonic)
  • Progress-Sonic s Model
  • Comparing SOA Maturity Models
  • SOA Adoption Roadmaps
  • CBDI s Roadmap
  • ZapThink s Roadmap Model
  • Developing a Model and Roadmap
  • Stages of Governance
  • Growing Governance Sample 1
  • Growing Governance Sample 1
  • Growing Governance Sample 2
  • Growing Governance Sample 2
  • Growing Governance
  • Summary
 

Appendix A. Glossary
 
  • Glossary
  • Glossary
  • Glossary
  • Glossary
 

Appendix B. Governing SOA Security
 
  • Objectives
  • Security Governance
  • Collecting Security Requirements
  • Policies and Contract Management
  • Policy and Contract Management
  • SOA Security Lifecycle
  • Governance Model Overview
  • Models for Governing Security
  • Discussion Question
  • Summary
 

Appendix A. Glossary
 
  • Glossary
  • Glossary
  • Glossary
  • Glossary
 

Appendix B. Governing SOA Security
 
  • Objectives
  • Security Governance
  • Collecting Security Requirements
  • Policies and Contract Management
  • Policy and Contract Management
  • SOA Security Lifecycle
  • Governance Model Overview
  • Models for Governing Security
  • Discussion Question
  • Summary