Web Age Solutions Inc
Providing Technology Training and Mentoring For Modern Technology Adoption
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Course #:WA1549

SOA Best Practices for Business Training

Service Oriented Architecture (SOA) is a popular and innovative approach to Enterprise Application Integration (EAI). It is process-centric, leveraging Business Process Management (BPM) techniques, and inundated with standards and strategies, necessitating formal governance. With so many facets to SOA, and the break-neck pace of the industry, it is no wonder that organizations are in need of solid best practices guidance.

This course addresses best practices, design patterns, and recommendations tailored to the business side of SOA. For information on our Best Practices course for the technical side of SOA, check out WA1560.

The course offers practical knowledge regarding the right and wrong way to adopt SOA within an organization. Teams that are relatively new to SOA will learn valuable knowledge and skills regarding how to implement SOA right the first time. Experienced SOA teams will extend their understanding of SOA and gain insight into advanced concepts and strategies.

  • How mature is SOA and the supporting SOA standards?
  • What governance model is right for my organization?
  • How can SOA governance be correctly implemented to successfully manage the service oriented landscape?
  • What guidelines should be used for determining the granularity of processes and services within a SOA?
  • Where are the high risk points within the SOA service lifecycle and what strategies are available to mitigate these risks?
  • How can an effective and comprehensive SOA testing strategy be implemented?
What you will learn

After completing this course, the student should be able to:

  • Understand the state of SOA, SOA standards, tool support, and vendor support.
  • Describe the various layers within SOA, their relative importance, and how to best leverage these layers within the enterprise.
  • Identity the various governance models, the pros and cons, and how to select the best governance model for an organization.
  • Understand how to structure an effective SOA team comprised of modified job roles as well as new roles.
  • Identify the risks inherent within the SOA lifecycle and the best practices for mitigating these risks.
  • Articulate the value of BPM and process modeling and how to avoid common process pitfalls.
  • Describe the challenges and solutions associated with SOA configuration management (versioning) and comprehensive service and process testing.
  • On a day to day basis, recognize SOA business anti-patterns and steer individuals and teams toward successful patterns and best practices.

IT project managers, Business Analysts, IT managers, Line of Business Managers, Quality Assurance specialists, Configuration Management specialists, IT architects looking for a business-centric view of best practices.


A basic understanding of SOA and core concepts (WA1405). Individuals with experience in a real-world SOA environment will derive greater value from this course, but this experience is not required.

  Two Days.

Outline of SOA Best Practices for Business Training

1. SOA Adoption Best Practices

  • Objectives
  • Ready Fire Aim?
  • Ready Aim Fire!
  • Adopting SOA Pragmatically
  • SOA Adoption Strategies
  • Wholesale SOA
  • Wholesale SOA Pros/Cons
  • Layered SOA
  • Layered SOA Pros/Cons
  • Opportunistic SOA
  • Opportunistic SOA Pros/Cons
  • Selective SOA
  • Selective SOA Analysis
  • Selective SOA Venn Diagram
  • Selective SOA Pros/Cons
  • Discussion Questions
  • Summary

2. SOA Maturity

  • Objectives
  • Challenges to SOA Adoption
  • Standards: Core
  • Standards: Messaging
  • Standards: Security
  • Standards: Business Processes
  • Standards: Misc
  • 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
  • Summary

3. SOA Governance Best Practices

  • Objectives
  • Avoid extremes
  • Business stakeholder involvement
  • Service Ownership
  • Governance by policy
  • Common Vocabulary
  • Tool Support
  • Governance by consent
  • Start small and grow incrementally
  • Summary

4. Service Lifecycle Best Practices

  • Objectives
  • The Discovery Phase
  • The Analysis & Design Phase
  • The Implementation Phase
  • The Deployment Phase
  • The Monitoring Phase
  • The Retirement Phase
  • Summary

5. Center of Excellence Best Practices

  • Centers of Something
  • Centers of Excellence / Competency
  • Strategic Adoption
  • Challenges and Risks
  • Adoption Risk Example #1
  • Adoption Risk Example #2
  • Governance and Risk Mitigation
  • Steps for Setting up a CoE
  • CoE Types - Academic
  • CoE Types - Technical
  • CoE Type - Expert
  • CoE Type - Governing
  • Hybrid CoE
  • Provide Actionable Information
  • Provide Actionable Tools
  • Provide Actionable Resources
  • Summary 1/2
  • Summary 2/2

6. Financial Management

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

7. Calculating SOA ROI

  • Objectives
  • Does your SOA have an ROI?
  • How fuzzy is your ROI?
  • ROI Timeframes
  • Short-term Tactical ROI
  • Medium-term Operational ROI
  • Long-term Strategic ROI
  • Calculating Tactical ROI
  • Calculating Operational ROI
  • Iterative reuse model
  • Calculated reuse model
  • Calculated reuse definitions
  • Calculated reuse example
  • Calculating Strategic ROI
  • IBM s Business Value Model
  • 1. Select Expected Benefits
  • 2. Identify an applicable cost scenario
  • 3. Calculate initial, simple return
  • 4. Select the cost scenario for subsequent implementations
  • 5. Calculate returns for subsequent implementations
  • Comparing the models
  • Best Practices for SOA ROI Calculation
  • Summary

8. Roles and Responsibilities within the Service Oriented Enterprise

  • Scoping SOA Roles
  • Enterprise Executives
  • Enterprise Portfolio Manager
  • Enterprise SOA Educator
  • Enterprise Enterprise Architect
  • Business Management
  • Business SOA Champions
  • Business Service Portfolio Champions
  • Project SOA Project Roles
  • SOA Project Roles 1/4
  • SOA Project Roles 2/4
  • SOA Project Roles 3/4
  • SOA Project Roles 4/4
  • Summary

9. Service Oriented Project Management

  • Objectives
  • Forming a Core Team
  • Core Team Senior Architect
  • Core Team Junior Architect
  • Core Team Product Manager
  • Core Team Project Manager
  • Beyond the Core
  • Project Flow
  • Project Flow (cont d)
  • Staffing Distribution
  • Resource Management Challenges
  • Resource Management Challenges (cont d)
  • Project Planning Challenges
  • Signs of Success
  • Summary

10. Process Modeling Best Practices

  • Objectives
  • What is BPM?
  • Business Process Modeling
  • Roles and Responsibilities in Business Process Modeling
  • How to Select the Processes that Should be Automated
  • How to Conduct Interviews with the Stakeholder
  • Interview Questions
  • How to Write Use Cases
  • Example: Return Handling Use Case
  • How to Select a Process Modeling Tool
  • Business Process Modeling Stages and Deliverables
  • Stage 1 - Model the Current (As-Is) Process
  • Stage 1 Deliverables
  • Stage 2 - Model the Optimized (To-Be) Process
  • Model the New Processes
  • Simulation
  • Stage 2 Deliverables
  • Stage 3 Hand Over Model to the Developers
  • Stage 3 Deliverables
  • Why Automate a Process?
  • Automation Risks
  • Process Automation Challenges
  • Process Development Phases
  • BPEL
  • Round-trip Issues
  • Round-trip Issues Solution #1
  • Round-trip Issues Solution #2
  • Round-trip Issues Solution #3
  • Round-trip Issues Recommendations
  • Summary

11. SOA Business Patterns

  • Human Patterns
  • Center of Excellence / Competency Center
  • Collaborative Enterprise
  • Process-driven Business
  • Human Anti-patterns
  • Discuss Patterns & Anti-Patterns

Appendix A. 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
  • Reference Model in Context
  • Summary

Appendix B. Layers of Services

  • Objectives
  • What Is Layering?
  • SOA Layers
  • Layering Illustration
  • Common Layers
  • Auxiliary Layers
  • Digesting the Layers
  • The Application Service Layer
  • The Business Service Layer
  • The Orchestration Layer
  • Layering Rules of Thumb
  • Scope of a Service
  • SOA User Interface
  • Portal Site's Context Awareness
  • Web 2.0 Data Aggregation
  • Summary
We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887