Wednesday, February 09, 2011

Infosys Survey Shows Enterprise Architecture and Business Architecture on Common Ascent to Strategy Enablers

Transcript of a sponsored podcast panel discussion on the findings of a study on the current state and future direction of enterprise architecture, recorded at The Open Group 2011 U.S. Conference.

Listen to the podcast. Find it on iTunes/iPod and Podcast.com. Download the transcript. Sponsor: The Open Group.

Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions, and you're listening to BriefingsDirect.

Today, we present a sponsored podcast discussion in conjunction with the Open Group Conference, held in San Diego in the week of February 7, 2011. We’ve assembled a panel to examine the current state of enterprise architecture (EA) and analyze some new findings on this subject from a recently completed Infosys annual survey.

We'll see how the architects themselves are defining the EA team concept, how enterprise architects are dealing with impact and engagement in their enterprises, and the latest definitions of EA deliverables and objectives. [Disclosure: The Open Group is a sponsor of BriefingsDirect podcasts.]

We'll also look at where the latest trends around hot topics like cloud and mobile are pushing the enterprise architects toward a new future. Here with us to delve into the current state of EA and the survey results, is Len Fehskens, Vice President of Skills and Capabilities at The Open Group. Welcome, Len.

Len Fehskens: Thanks, Dana.

Gardner: Nick Hill, Principal Enterprise Architect at Infosys Technologies. Welcome.

Nick Hill: Thank you very much.

Gardner: Dave Hornford, Architecture Practice Principal at Integritas, as well as Chair of The Open Group’s Architecture Forum. Welcome, Dave.

Dave Hornford: Welcome. Thanks for being here.

Gardner: Chris Forde, Vice President of Enterprise Architecture and Membership Capabilities for The Open Group.

Chris Forde: Good morning.

Gardner: We have a large group here today. We're also joined by Andrew Guitarte. He is the Enterprise Business Architect of Internet Services at Wells Fargo Bank. Welcome.

Andrew Guitarte: Thank you very much.

Gardner: And, Ahmed Fattah. He is the Executive IT Architect in the Financial Services Sector for IBM, Australia. Welcome.

Ahmed Fattah: Thank you, Dana.

Gardner: Nick Hill, let’s go to you first. You've conducted an annual survey. You just put together your latest results. You asked enterprise architects what’s going on in the business. What are the takeaways? What jumped out at you this year?

Hot topics

Hill: There are several major takeaways. There were some things that were different about this year’s survey. One, we introduced the notion of hot topics. So, we had some questions around cloud computing. And, we took a more forward-looking view in terms of not so much what has been transpiring with enterprise architectures since the last survey, but what are they looking to go forward to in terms of their endeavors. And, as we have been going through economic turmoil over the past 2-3 years, we asked some questions about that.

We did notice that in terms of the team makeup, a lot of the sort of the constituents of the EA group are pretty much still the same, hailing from largely the IT core enterprise group. We looked at the engagement and impacts that they have had on their organizations and, as well, whether they have been able to establish the value that we've noticed that enterprise architects have been trying to accomplish over the past 3-4 years.

This was our fifth annual survey, which was started by Sohel Aziz. We did try to do some comparative results from previous surveys and we found that some of things were the same, but there are some things that are shifting in terms of EA.

More and more, the business is taking hold of the value that enterprise architects bring to the table, enterprise architects have been able to survive the economic troubled times, and some companies have even increased their investment in EA. But, there was a wide range of topics, and I'm sure that we'll get to more of those as this discussion goes on.

Gardner: One of the things that you looked at was the EA team. Are we defining who these people are differently? Has that been shifting over the past few years?

Hill: Essentially, no. If you took a look at this year’s survey compared to 2007-2008 surveys, largely they’ve come from core IT with some increase from the business side, business architects and some increase in project managers. The leader of the EA group is still reporting through the IT chain either to the CIO or the CTO.

Gardner: Dave Hornford.

Hornford: Are you seeing that the leader of the architecture team is an architect or manager? The reason I'm asking is that we're seeing an increasing shift in our client base to not having an architect lead the architecture team?

Hill: Well, that was very interesting. We didn't exactly point to that kind of a determination. We wanted to see who they actually reported into. That would help us get some indication of how well they would be able to sell their value within the enterprise, if you're largely aligned more with the IT or more with the business side functions.

Gardner: Chris Forde, you've been observing a lot of these issues, is this a particularly dynamic time, or is this a time where things are settling out? Is there any way to characterize the way in which the enterprise architect occupation or professional definition is involved with the organization? Where are we on this?

Forde: Actually, I'll defer commentary on the professional aspect of things to my colleague Len. In terms of the dynamics of EA, we're constantly trying to justify why enterprise architects should exist in any organization. That's actually no different than most other positions are being reviewed on an ongoing basis, because of what the value proposition is for the organization.

Certifying architects

What I'm seeing in Asia is that a number of academic organizations, universities, are looking for an opportunity to certify enterprise architects, and a number of organizations are initiating, still through the IT organization but at a very high CIO-, CTO-level, the value proposition of an architected approach to business problems.

What I'm seeing in Asia is an increasing recognition of the need for EA, but also a continuing question of, "If we're going to do this, what's the value proposition," which I think is just a reasonable conversation to have on a day-to-day basis anyway.

Gardner: So, Chris is pointing to the fact that business transformation is an undercurrent to all these things in many different occupations, and processes and categories of workforce and even workflow are being reevaluated. Len, how is the EA job or function playing into that? Is this now an opportunity for it to start to become more of a business transformation occupation?

Fehskens: When you compare EA with all the other disciplines that make up a modern enterprise, it's the new kid on the block. EA, as a discipline, is maybe 20 years old, depending on what you count as the formative event, whereas most of the other disciplines that are part of the modern enterprise at least hundreds of years old.

So, this is both a real challenge and a real opportunity. The other functions have a pretty good understanding of what their business case is They've been around for a long time, and the case that they can make is pretty familiar. Mostly they just have to argue in terms of more efficient or more effective delivery of their results.

For EA, the value proposition pretty much has to be reconstructed from whole cloth, because it didn't really exist, and the value of the function is still not that well understood throughout most of the business.

So, this is an opportunity as well as a challenge, because it forces the maturing of the discipline, unlike some of these older disciplines who had decades to figure out what it was that we're really doing. We have maybe a few years to figure out what it is we're really doing and what we're really contributing, and that helps a lot to accelerate the maturing of the discipline.

EA, when it's well done, people do see the value. When it's not well done, it falls by the side of the road.



I don't think we're there completely yet, but I think EA, when it's well done, people do see the value. When it's not well done, it falls by the side of the road, which is to be expected. There's going to be a lot of that, because of the relative use of the discipline, but we'll get to the point where these other functions have and probably a lot faster than they did.

Gardner: So this is a work in progress, but that comes at a time when the organization is in transition. So, that might be a good match up. Nick, back to the survey. It seems, from my reading of it, that business strategy objectives are being given more to EA, perhaps because there is no one else in that über position to grab on to that and do something.

Hill: I think that’s very much the case. The caveat there is that it's not necessarily an ownership. It's a matter of participation and being able to weigh in on the business transformations that are happening and how EA can be instrumental in making those transformations successful.

Follow through

Now, given that, the idea is that it's been more at a strategic level, and once that strategy is defined and you put that into play within an enterprise the idea is how does the enterprise architect really follow-through with that, if they are more focused on just the strategy not necessarily the implementation of that. That’s a big part of the challenge for enterprise architects -- to understand how they percolate downwards the standards, the discipline of architecture that needs to be present within an organization to enable that strategy in transformation.

Gardner: Len.

Fehskens: One of the things that I am seeing is an idea taking hold within the architecture community that architecture is really about making the connection between strategy and execution.

If you look at the business literature, that problem is one that’s been around for a long time. A lot of organizations evolved really good strategies and then failed in the execution, with people banging their heads against the wall, trying to figure out, "We had such a great strategy. Why couldn’t we really implement it?"

I don’t know that anybody has actually done a study yet, but I would strongly suspect that, if they did, one of the things that they would discover was there wasn’t something that played the role of an architecture in making the connection between strategy and execution.

I see this is another great opportunity for architects, if we can express this idea in language that the businesspeople understand, and strategy to execution is language that businesspeople understand, and we can show them how architecture facilitates that connection. There is a great opportunity for a win-win situation for both the business and the architecture community.

There is a great opportunity for a win-win situation for both the business and the architecture community.



Gardner: Chris.

Forde: I just wanted to follow the two points that are right here, and say that the strategy to execution problem space is not at all peculiar to IT architects or enterprise architects. It's a fundamental business problem. Companies that are good at translating that bridge are extremely effective and it's the role of architects in that, that’s the important thing, we have to have the place at the table.

But, to imagine that the enterprise architects are solely responsible for driving execution of a strategy in an organization is a fallacy, in my opinion. The need is to ensure that the team of people that are engaged in setting the strategy and executing on it are compelling enough to drive that through the organization. That is a management and an executive problem, a middle management problem, and then driving down to the delivery side. It's not peculiar to EA at all in my opinion.

Gardner: Andrew at Wells Fargo Bank, you wear a number of hats outside of your organization that I think cross some of these boundaries. The idea of the enterprise architect or a business architect, where do you see this development of the occupation going, the category going, and what about this division between strategy and execution?

Guitarte: I may not speak for the bank itself, but from my experience of talking with people from the grassroots to the executive level, I have seen one very common observation, enterprise architects are caught off-guard, and the reason there is that there is this new paradigm. In fact, there is a shift in paradigm that business architecture is the new EA, and I am going out beyond my peers here in terms of predicting the future.

Creating a handbook

That is going to be the future. I am the founding chairman of the Business Architecture Society. Today, I am an advisory member of the Business Architecture Guild. We're writing, or even rewriting, the textbooks on EA. We're creating a handbook for business architects. What my peers have mentioned is that they are bridging the strategy and tactical demands and are producing the value that business has been asking for.

Gardner: Okay, we also see from the survey that process flexibility, and standardization seems to be a big topic. Again, they're looking to the architects in the organization to try to bridge that, to move above and beyond IT and applications into process, standardization, and automation across the organization.

Ahmed, where do you see that going, and how do you think the architect can play a role in furthering this goal of process flexibility and standardization?

Fattah: The way I see the market is consistent with the results of the survey in that they see the emergence of the enterprise architect as business architect to work on a much wider space and make you focus more on the business. There are a number of catalysts for that. One of them is a business process, the rise of the business process management, as a very important discipline within the organization.

That, in a way, had some roots from Six Sigma, which was really a purely business aspect, but also from service oriented architecture (SOA), which has itself now developed into business process, decomposition and implementation.

That gives very good ammunition and support for the strategic decomposition of the whole enterprise as components that, with business process, is actually connecting elements between this. The business process architect is participating as a business architect using this business process as a major aspect for enabling business transformation.

I'm very encouraged with this development of business architecture. By the way, another catalyst now is a cloud. The cloud will actually purify or modify EA, because all the technical details maybe actually outsourced to the cloud provider, where the essence of what IT will support in the organization becomes the business process.

On one hand, I'm encouraged with the result of the survey and what I’ve seen in the organization, but on the other hand, I am disappointed that EA hasn’t developed these economic and business bases yet. I agree with Len that 20 years is a short time. On the other hand, it’s a long time for not applying this discipline in a consistent way. We’ll get much more penetration, especially with large organization, commercial organization, and not the academic side.

Gardner: So, if we look at that potential drop between the strategy and the execution, someone dropping the ball in that transition, what Ahmed is saying that cloud computing could come in whereby your strategy could be defined, your processes could be engineered, and then the tactical implementation of those could be handed off to the cloud providers. Is that a possible scenario from where you sit, Dave?

Hornford: I think it’s a possible scenario. I think more driving from it is the ability to highlight the process or business service requirements and not tie them to legacy investments that are not decomposed into a cloud. Where you have a separation to a cloud, you’re required to have the ability to improve your execution. The barriers in execution in our current world are very closely tied to our legacy investments in software asset with physical asset which are very closely tied to our organizational structure.

Gardner: How about you, Chris Forde, do you see some goodness or risk in ameliorating the issue of handing off strategy to a cloud provider?

Abdicating responsibility

Forde: Any organization that hands over strategic planning or execution activity to a third-party is abdicating its own responsibility to shareholders, as they are a profit-making organizations. So I would not advocate that position at all.

Hornford: You can’t outsource thinking?

Forde: Well, you can, but then you give up control, and that’s not a good situation. You need to be in control of your own destiny. In terms of what Ahmed was talking about, you need to be very careful as you engage with the third-party that they are actually going to implement your strategic intent.

You need to have a really strong idea of what it is you want from the provider, articulating clearly, and set up a structure that allows you to manage and operate that with their strength in the game. If you just simply abdicate that responsibility and assume that that’s going to happen, it’s likely to fail.

Gardner: So there probably be clearly be instances where handing off responsibility at some level will make sense and won’t make sense, but who better than the enterprise architect to make that determination? Ahmed.

Fattah: I agree, on one hand, the organization shouldn't abdicate the core function of the businesses in defining a strategy and then executing it right.

Having a bunch of people labeled as architects is different than having a bunch of people that have the knowledge, skills, and experience to deliver what is expected.



However, an example, which I'm seeing as a trend, but a very slow trend -- outsourcing architecture itself to other organizations. We have one example in Australia of a very large organization, which gives IBM the project execution, the delivery organization. Part of that was architecture. I was part of this to define with the organization their enterprise architecture, the demarcation between what they outsource and what they retain.

Definitely, they have to retain certain important parts, which is strategy and high-level, but outsourcing is a catalyst to be able to define what's the value of this architecture. So the number of architectures within our software organization was looked with a greater scrutiny. They are monitoring the value of this delivery, and value was demonstrated. So the team actually grew; not shrunk.

Forde: In terms of outsourcing knowledge skills and experience in an architecture, this is a wave of activity that's going to be coming. My point wasn't that it wasn't a valid way to go, but you have to be very careful about how you approach it.

My experience out of the Indian subcontinent has been that having a bunch of people labeled as architects is different than having a bunch of people that have the knowledge, skills, and experience to deliver what is expected. But in that region, and in Asia and China in particular, what I'm seeing is a recognition that there is a market there. In North America and in Europe, there is a gap of people with these skills and experience. And folks who are entrepreneurial in their outlook in Asia are certainly looking to fill that gap.

So, Ahmed's model is one that can work well, and will be a burgeoning model over the next few years. You've to build the skill base first.

Gardner: Thank you, Chris Forde. Andrew, you had something?

Why the shift?

Guitarte: There's no disagreement about what's happening today, but I think the most important question is to ask why there is this shift. As Nick was saying, there is a shift of focus, and outsourcing is a symptom of that shift.

If you look back, Dave mentioned that in any organization there are two forces that tried to control the structure. One is the techno structure, which EA belongs to, and the main goal of a techno structure is to perpetrate themselves in power, to put it bluntly. Then, there is the other side, which is the shareholders, who want to maximize profit, and you've seen that cycle go back and forth.

Today, unfortunately, it's the shareholders who are winning. Outsourcing for them is a way to manage cash flow, to control costs, and unfortunately, we're getting hit.

Gardner: Nick, going back to the survey. When you asked about some of these hot trends -- cloud, outsourcing, mobile, the impact -- did anything jump out at you that might add more to our discussion around this shifting role and this demarcation between on-premises and outsource?

Hill: Absolutely. The whole concept of leveraging the external resources for computing capabilities is something we drove at. We did find the purpose behind that, and it largely plays into our conversation behind the impact of business. It's more of a cost reduction play.

It's almost always the case that the initial driver for the business to get interested in something is to reduce cost.



That's what our survey respondents replied to and said the reason why the organization was interested in cloud was to reduce cost. It's a very interesting concept, when you're looking at why the business sees it as a cost play, as opposed to a revenue-generating, profit-making endeavor. It causes some need for balance there.

Gardner: So cutting cost, but at what price, Len?

Fehskens: The most interesting thing for me about cloud is that it replays a number of scenarios that we've seen happen over and over and over and over again. It's almost always the case that the initial driver for the business to get interested in something is to reduce cost. But, eventually, you squeeze all the water out of that stone and you have to start looking at some other reason to keep moving in that direction, keep exploiting that opportunity.

That almost invariably is added value. What's happening with cloud is that it’s forcing people to look at a lot of the issues that they started to address with SOA. But, the problem with SOA was that a lot of vendors managed to turn it into a technology issue. "Buy this product and you’ll have SOA," which distracted people from thinking about the real issue here, which is figuring out what are the services that the business needs.

Once you understand what the services are that the business needs, then you can go and look for the lowest-cost provider out in the cloud to make that connection. But, once you’ve already made that disconnection between the services that the business needs and how they are provided, you can then start orchestrating the services on the business side from a strategically driven perspective to look at the opportunities to create added value.

You can assemble the implementation that delivers that added value from resources that are already out there that you don’t have to rely on your in-house organization to create it from scratch. So, there’s a huge opportunity here, but it’s accompanied by an enormous risk. If you get this right, you're going to win big. But if you get it wrong, you are going to lose big.

Gardner: Ahmed, you had some thoughts?

Cloud has focus

Fattah: When we use the term, cloud, like many other terms, we refer to so many different things, and the cloud definitely has a focus. I agree that the focus now on reducing cost. However, when you look at the cloud as providing pure business service such as software as a service (SaaS), but also business process orchestrated services with perhaps outsourcing business process itself, it has a huge potential to create this mindset for organization about what they are doing and in which part they have to minimize cost. That's where the service is a differentiator. They have to own it. They have to invest so much of it. And, they have to use the best around.

Definitely the cloud will play in different levels, but these levels where it will work in a business architecture is actually distilling the enterprise architecture into the essence of it, which is understanding what service do I need, how I sort the services, and how I integrate them together to achieve the value.

Gardner: So, the stakes are rather high. We have an opportunity where things could be very much more productive, and I’ll use that term rather than just cost savings, but we also have the risk of some sort of disintermediation, dropping the ball, and handing off the strategic initiatives to the tactical implementation and/or losing control of your organization.

So, the question is, Dave Hornford, isn’t the enterprise architect in a catbird seat, in a real strong position to help determine the success or failure on this particular point?

Hornford: Yes, that gets to our first point, which was execution. We've talked in this group about the business struggle to execute. We also have to consider the ability of an enterprise architecture team to execute.

We're 20 years into EA, but you can look at business literature going back a much broader period, talking about the difficulty of executing as a business.



When we look at an organization that has historically come from and been very technically focused in enterprise IT, the struggle there, as Andrew said, is that it’s a self-perpetuating motion.

I keep running into architecture teams that talk about making sure that IT has a seat at the table. It’s a failure model, as opposed to going down the path that Len and Ahmed were talking about. That's identifying the services that the business needs, so that they can be effectively assembled, whether that assembly is inside the company, partly with a outsource provider, or is assembled as someone else doing the work.

That gets back to that core focus of the sub-discipline that is evolving at an even faster rate than enterprise architecture. That’s business architecture. We're 20 years into EA, but you can look at business literature going back a much broader period, talking about the difficulty of executing as a business.

This problem is not new. It’s a new player in it who has the capability to provide good advice, and the core of that I see for execution is an architecture team recognizing that they are advice providers, not doers, and they need to provide advice to a leadership team who can execute.

Gardner: Anyone else want to add to this issue of the role and importance of architect, be it business or be it information or IT, and this interesting catalyst position we are in between on-premises and outsource?

Varying maturity

Forde: I have a comment to make. It’s interesting listening to Dave’s comments. What we have to gauge here is that the state of EA varies in maturity from industry to industry and organization to organization.

For the function to be saying "I need a place at the table" is an indication of a maturity level inside an organization. If we're going to say that an EA team that is looking for a place at the table is in a position to strategically advise the executives on what to do in an outsourcing agreement, that's a recipe for disaster.

However, if you're already in the position of being a trusted adviser within the organization, then it's a very powerful position. It reflects the model that you just described, Dana.

Organizations and the enterprise architecture team at the business units need to be reflecting on where they are and how they can play in the model that Ahmed and Dave are talking about. There is no one-size-fits-all here from an EA perspective, I think it really varies from organization to organization.

Gardner: Nick, from the survey, was there any data and information that would lead you to have some insight into where these individuals need to go in order to accommodate, as Chris was saying, what they need to do from a self-starting situation to be able to rise to these issues even as these issues of course are variable from company to company?

There is this transition happening and the enterprise architects are right in the middle of that, trying to coach and counsel the business leadership.



Hill: One of the major focus areas that we found is that, when we talk about business architecture, the reality is that there's a host of new technologies that have emerged with Web 2.0 and are emerging in grid computing, cloud computing, and those types of things that surely are alluring to the business. The challenge for the enterprise architecture is to take a look at what those legacy systems that are already invested in in-house and how an organization is going to transition that legacy environment to the new computing paradigms, do that efficiently, and at the same time be able to hit the business goals and objectives.

It's a conundrum that the enterprise architects have to deal with, because there is a host of legacy investment that is there. In Infosys, we've seen a large uptake in the amount of modernization and rationalization of portfolios going on with our clientele.

That's an important indicator that there is this transition happening and the enterprise architects are right in the middle of that, trying to coach and counsel the business leadership and, at the same time, provide the discipline that needs to happen on each and every project, and not just the very large projects or transformation initiatives that organizations are going through.

The key point here is that the enterprise architects are in the middle of this game. They are very instrumental in bringing these two worlds together, and the idea that they need to have more of a business acumen, business savvy, to understand how those things are affecting the business community, is going to be critical.

Gardner: Very good. We're going to have to leave it there. I do want to thank you, Nick, for sharing the information from your Infosys Technologies survey and its result. So, thank you to Nick Hill, the Principal Enterprise Architect at Infosys Technologies.

I'd also like to thank our other members of our panel today. Len Fehskens, the Vice President of Skills and Capabilities at The Open Group. Thank you.

Fehskens: Thanks for the opportunity. It was a very interesting discussion.

Gardner: And Dave Hornford, the Architecture Practice Principal at Integritas. Thank you.

Hornford: Thank you very much, Dana, and everyone else.

Gardner: And Chris Forde, Vice President of Enterprise Architecture and Membership Capabilities at The Open Group. Thank you.

Forde: My pleasure. Thanks, Dana.

Gardner: And of course, we've also been joined by Andrew Guitarte. He is the Enterprise Business Architect of Internet Services at Wells Fargo Bank. Thank you.

Guitarte: My pleasure.

Gardner: And lastly, Ahmed Fattah. He is the Executive IT Architect in the Financial Services Sector for IBM, Australia.

Fattah: Thank you, Dana.

Gardner: And I want to thank our listeners who have been enjoying a sponsored podcast discussion in conjunction with The Open Group Conference here in San Diego, the week of February 7, 2011. I'm Dana Gardner, Principal Analyst at Interarbor Solutions. Thanks for joining and come back next time.

Listen to the podcast. Find it on iTunes/iPod and Podcast.com. Download the transcript. Sponsor: The Open Group.

Transcript of a sponsored podcast panel discussion on the findings of a study on the current state and future direction of enterprise architecture, recorded at The Open Group 2011 U.S. Conference. Copyright Interarbor Solutions, LLC, 2005-2011. All rights reserved.

You may also be interested in:

Examining the Current State of the Enterprise Architecture Profession With The Open Group's Steve Nunn

Transcript of a sponsored podcast discussion on enterprise architecture and current moves toward gaining greater status as a profession from The Open Group 2011 U.S. Conference.

Listen to the podcast. Find it on iTunes/iPod and Podcast.com. Download the transcript. Sponsor: The Open Group.

Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions, and you're listening to BriefingsDirect.

Today, we present a sponsored podcast discussion in conjunction with The Open Group Conference held in San Diego, the week of February 7, 2011. We're here with an executive from The Open Group to examine the current state of enterprise architecture (EA). We'll hear about how EA is becoming more business-oriented and how organizing groups for the EA profession are consolidating and adjusting. [Disclosure: The Open Group is a sponsor of BriefingsDirect podcasts.]

We'll get an update on The Association of Open Group Enterprise Architects (AOGEA) and learn more about its recent merger with the Association of Enterprise Architects. What's more, we'll get an assessment of the current maturity levels and overall professionalism drive of EA, and we're going to learn more about what to expect from the EA field and these organizing groups over the next few years.

Here to help us delve into the current state of EA, please join me now in welcoming Steve Nunn, Chief Operating Officer of The Open Group and CEO of The Association of Open Group Enterprise Architects.

Welcome back, Steve.

Steve Nunn: Hi, Dana. Good to be back.

Gardner: We're hearing an awful lot these days about EA being dead, outmoded, or somehow out of sync. I know there's a lot more emphasis on the business issues, rather than just the technical or IT issues, but what's going on with that? Are we at a point where this topic, this professional category, is in some danger?

Nunn: Absolutely not. EA is very much the thing of the moment, but it's also something that’s going to be with us for the foreseeable future too. Both inside The Open Group and the AOGEA, we're seeing significant growth and interest in the area of EA. In the association, it’s individuals becoming certified and wanting to join a professional body for their own purposes and to help the push to professionalize EA.

Within The Open Group it’s entities and organizations. Whether they be commercial, governments, academic, they are regularly joining The Open Group Architecture Forum. So, it's far from dead and in terms of the importance of business overall, EA being relevant to business.

Tomorrow's plenary session here at the conference is a good example. It's about using EA for business transformation. It's about using EA to tie IT into the business. There is no point in doing IT for IT's sake. It's there to support the business, and people are finding that one way of doing that is EA.

Gardner: I would think too Steve that some of the major trends around mobile, security, and cyber risk would augment the need for a more holistic governing role, and the architect seems to fit that bill quite nicely. So is there wind in your sails around some of these trends?

Central to the organization

Nunn: Absolutely. We're seeing increasingly that you can't just look at EA in some kind of silo. It's more about how it fits. It's so central to an organization and the way that organizations are built that it has all of the factors that you mentioned. Security is a good one, as well as cloud. They're all impacted by EA. EA has a role to play in all of those.

Inside the Open Group, what's happening is a lot of cross-functional working groups between the Architecture Forum, the Security Forum, and the Cloud Work Group, which is just recognition of that fact. But, the central tool of it is EA.

Gardner: In addition to recognizing that the function of the EA is important, you can't just have people walking the door and say, well, I'm an enterprise architect. It's hard to define the role, but it seems necessary. Tell me about the importance of certification, so that we really know what an enterprise architect is.

Nunn: That’s right. Everyone seems to want to be an enterprise architect or an IT architect right now. It's that label to have on your business card. What we're trying to do is separate the true architects from one of these, and certification is a key part of that.

If you're an employer and you're looking to take somebody on to help in the EA role, then it’s having some means to assess whether somebody really has any experience of EA, whether they know any frameworks, and what projects they've led that involve EA. All those things are obviously important to know.

One of the great things we see is the general acceptance of certification as a means to telling the wood from the trees.



There are various certification programs, particularly in The Open Group, that help with that. The TOGAF Certification Program is focused on the TOGAF framework. At the other end of the spectrum is the ITAC Program, which is a skills and experience based program that assesses by peer review an individual’s experience in EA.

There are those, there are others out there, and there are more coming. One of the great things we see is the general acceptance of certification as a means to telling the wood from the trees.

Gardner: So, we certainly have a need. We have some major trends that are requiring this role and we have the ability to begin certifying. Looking at this whole professionalism of EA, we also have these organizations. It was three years ago this very event that The AOGEA was officially launched. Maybe you could tell us what’s happened over the past three years and set the stage for what’s driving the momentum in the organization itself?

Nunn: Three years ago, we launched the association with 700 members. We were delighted to have that many at the start. As we sit here today, we have over 18,000 members. Over that period, we added members through more folks becoming certified through not only The Open Group programs, but with other programs. For example, we acknowledged the FIAC Certification Program as a valid path to full membership of the association.

We also embraced the Global Enterprise Architecture Organization (GEAO), and those folks, relevant to your earlier question, really have a particular business focus. We've also embraced the Microsoft Certified Architect individuals. Microsoft stopped its own program about a year ago now, and one of the things they encouraged their individuals who were certified to do was to join the association. In fact, Microsoft would help them pay to be members of the association, which was good.

So, it reflects the growth and membership reflects the interest in the area of EA and the interest in individuals' wanting to advance their own careers through being part of a profession.

Valuable resource

Enterprise architects are a highly valuable resource inside an organization, and so we are both promoting that message to the outside world. For our members as individuals what we're focusing on is delivering to them latest thinking in EA moving towards best practices, white papers, and trying to give them, at this stage, a largely virtual community in which to deal with each other.

Where we have turned it in to real community is through local chapters. We now have about 20 local chapters around the world. The members have formed those. They meet at varying intervals, but the idea is to get face time with each other and talk about issues that concern enterprise architects and the advancement of profession. It’s all good stuff. It’s growing by the week, by the month, in terms of the number of folks who want to do that. We're very happy with what has gone in three years.

Gardner: We've got a little bit of alphabet soup out there. There are several organizations, several communities, that have evolved around them, but now you are working to bring that somewhat together.

As I alluded to earlier, the AOGEA has just announced its merger with the Association of Enterprise Architects (AEA). What’s the difference now? How does that shape up? Is this simply a melding of the two or is there something more to it?

Nunn: Well, it is certainly a melding of the two. The two organizations actually became one in late fall last year, and obviously we have the usual post merger integration things to take care of.

As we develop, we're getting closer to our goal of being able to really promote the profession of EA in a coherent way.



But, I think it’s not just a melding. The whole is greater than the sum of the parts. We have two different communities. We have the AOGEA folks who have come primarily through certification route, and we also have the AEA folks who haven’t been so, so focused on certification, but they bring to the table something very important. They have chapters in different areas than the AOGEA folks by and large.

Also, they have a very high respected quarterly publication called The Journal of Enterprise Architecture, along the lines of an academic journal, but with a leaning towards practitioners as well. That’s published on a quarterly basis. The great thing is that that’s now a membership benefit to the merged association membership of over 18,000, rather than the subscribed base before the merger.

As we develop, we're getting closer to our goal of being able to really promote the profession of EA in a coherent way. There are other groups beyond that, and there are the early signs of co-operation and working together to try to achieve one voice for the profession going forward.

Gardner: And this also followed about a year ago, the GOAO merger with the AOGEA. So, it seems as if we're getting the definitive global organization with variability in terms of how it can deal with communities, but also that common central organizing principle. Tell me about this new über organization, what are you going to call it and what is the reach? How big is it going to be?

Nunn: Well, the first part of that is the easy part. We have consulted the membership multiple times now actually, and we are going to name the merged organization, The Association of Enterprise Architects. So that will keep things nice and simple and that will be the name going forward. It does encompass so far GEAO, AOGEA and AEA. It's fair to say that, as a membership organization, it is the leading organization for enterprise architects.

Role to play

There are other organizations in the ecosystem who are, for example, advocacy groups, training organizations, or certification groups, and they all have a role to play in the profession. But, where we're going with AEA in the future is to make that the definitive professional association for enterprise architects. It's a non-profit 501(c)(6) incorporated organization, which is there to act as the professional body for its members.

Gardner: You have been with The Open Group for well over 15 years now. You've seen a lot of the evolution and maturity. Let’s get back to the notion of the enterprise architect as an entity. As you said, we have now had a process where we recognize the need. We've got major trends and dynamics in the marketplace. We have organizations that are out there helping to corral people and manage the whole notion of EA better.

What is it about the maturity? Where are we in a spectrum, on a scale of 1 to 10? What does that mean for where there is left go? This isn’t cooked yet. You can't take it out of the oven quite yet.

Nunn: No, absolutely no. There's a long way to go, and I think to measure it on a scale of 1 to 10, I'd like to say higher, but it's probably about 2 right now. Just because a lot of things that need to be done to create profession are partly done by one group or another, but not done in a unified way or with anything like one voice for the profession.

It's interesting. We did some research on how long we might expect to take to achieve the status of a profession. Certainly, in the US at least, the shortest period of time taken so far was 26 years by librarians, but typically it was closer to 100 years and, in fact, the longest was 170-odd years. So, we're doing pretty well. We're going pretty quickly compared to those organizations.

There's a long way to go, but we've made good progress in a short numbers of years, really.



We're trying to do it on a global basis, which to my knowledge is the first time that's been done for any profession. If anything, that will obviously make things a little more complicated, but I think there is a lot of will in the EA world to make this happen, a lot of support from all sorts of groups. Press and analysts are keen to see it happen from the talks that we've had and the articles we've read. So, where there is a will there is a way. There's a long way to go, but we've made good progress in a short numbers of years, really.

Gardner: So, there's a great deal of opportunity coming up. We've talked about how this is relevant to the individual. This is something good for their career. They recognize a path where they can be beneficial, appreciated, and valued. But, what's in it for the enterprise, for the organizations that are trying to run their businesses dealing with a lot of change already? What does a group like the AEA do for them?

Nunn: It's down to giving them the confidence that the folks that they are hiring or the folks that they are developing to do EA work within their enterprise are qualified to do that, knowledgeable to do that, or on a path to becoming true professionals in EA.

Certainly if you were hiring into your organization an accountant or a lawyer, you'd be looking to hire one that was a member of the relevant professional body with the appropriate certifications. That's really what we're promoting for EA. That’s the role that the association can play.

Confidence building

When we achieve success with the association is when folks are hiring enterprise architects, they will only look at folks who are members of the association, because to do anything else would be like hiring an unqualified lawyer or accountant. It's about risk minimization and confidence building in your staff.

Gardner: Now, you wear two hats. You're the Chief Operating Officer at The Open Group and you're the CEO of the AEA. How do these two groups relate? You're in the best position to tell us what's the relationship or the context that the listeners should appreciate in terms of how these shakeouts?

Nunn: That’s a good point. It's something that I do get asked periodically. The fact is that the association, whilst a separately incorporated body, was started by The Open Group. With these things, somebody has to start them and The Open Group's Membership was all you needed for this to happen. So, very much the association has its roots in The Open Group and today still it works very closely with The Open Group in terms of how it operates and certain infrastructure things for the association are provided by The Open Group.

The support is still there, but increasingly the association is becoming a separate body. I mentioned the journal that’s published in the association's name that has its own websites, its own membership.

It's one of the leading organizations in the EA space and a group that the association would be foolish not to pay attention to.



So, little by little, there will be more separation between the two, but the aims of the two or the interests of the two are both served by EA becoming recognized as profession. It just couldn't have happened without The Open Group, and we intend to pay a lot of attention to what goes on inside The Open Group in EA. It's one of the leading organizations in the EA space and a group that the association would be foolish not to pay attention to, in terms of the direction of certifications and what the members, who are enterprise architects, are saying, experiencing, and what they're needing for the future.

Gardner: So, I suppose we should expect an ongoing partnership between them for quite some time.

Nunn: Absolutely. A very close partnership and along with partnerships with other groups. The association is not looking to take anyone's turf or tread on anyone’s toes, but to partner with the other groups that are in the ecosystem. Because if we work together, we'll get to this profession status a lot quicker, but certainly a key partner will be The Open Group.

Gardner: Well, very good. We have been looking at the current state of EA as profession, learning about the organizing groups around that effort and the certification process that they support. We've been talking with Steve Nunn, the Chief Operating Officer at The Open Group and also the CEO of the newly named Association of Enterprise Architects. Thank you so much, Steve.

Nunn: Thank you, Dana.

Gardner: You've been listening to a sponsored BriefingsDirect podcast coming to you in conjunction with the Open Group Conference here in San Diego, the week of the February 7, 2011. This is Dana Gardner, Principal Analyst at Interarbor Solutions. Thanks for joining, and come back next time.

Listen to the podcast. Find it on iTunes/iPod and Podcast.com. Download the transcript. Sponsor: The Open Group.

Transcript of a sponsored podcast discussion on enterprise architecture and current moves toward gaining greater status as a profession from The Open Group 2011 U.S. Conference. Copyright Interarbor Solutions, LLC, 2005-2011. All rights reserved.

You may also be interested in:

Wednesday, January 12, 2011

Move to Cloud Increasingly Requires Adoption of Modern Middleware to Support PaaS and Dynamic Workloads

Transcript of a sponsored BriefingsDirect podcast on how to modernize infrastructure to enable IT to become better "business service factories."

Listen to the podcast. Find it on iTunes/iPod and Podcast.com. Download the transcript. Sponsor: WSO2.

Learn more about WSO2 and cloud management
Download "Effective Cloud Management with WSO2 Strategies"
More information on WSO2 Stratos
Attend a WSO2 SOA Workshop to Energize your Business with SOA and Cloud

Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions, and you're listening to BriefingsDirect.

Today, we present a sponsored podcast discussion on the role and importance of private cloud infrastructure models as a stepping stone to much needed new operational models for IT.

A lot of the interest in cloud computing generally has been as much about a wish to escape the complex and wasteful ways of the old as an embrace of something well understood and new. [Disclosure: WSO2 is a sponsor of BriefingsDirect podcasts.]

So, how do large enterprises remake themselves into business service factories? How do they modernize IT and Internet-enabled ecosystem processes in the same ways that industrial engineering, lean manufacturing, efficiency measurement, just-in-time inventory, and various maturity models revolutionized bricks and mortar businesses a generation ago?

This larger question of how to attain IT transformation is what cloud computing purports to answer. But, the question itself may be more important than any yet defined answer. If public cloud computing is an end goal that provides a catalyst to such needed general transformation, all ends well and good.

Meanwhile, what of the practical steps that can help an organization now? How can enterprises learn to adopt new services sourcing models as well as to attain the means for better consumption of services, regardless of their origins?

Today, we’ll examine how enterprises can appreciate the transformative role of private cloud, and begin to focus on dynamic workloads and agile middleware as essential enablers along the way to even larger process-level business benefit -- and then ultimately to a more fully cloud-based IT models.

To discuss how workload assembly in the private cloud domain provides a big step in the right direction for IT’s future, we're joined by Paul Fremantle, the UK-based Chief Technology Officer and co-founder of WSO2. Welcome, Paul.

Paul Fremantle: Hi, Dana. How are you doing?

Gardner: I'm well, thank you. We are also here today with Paul O’Connor, Chief Technology Officer at ANATAS International in Sydney, Australia. Welcome to you as well, Paul.

Thanks, Dana.

Gardner: Paul O’Connor, tell me a little bit about why a transformative new approach to IT is necessary. It seems as if incremental improvement is just not good enough.

Past failures

O'Connor: It’s unfortunate, but it’s fair to say that all of the past initiatives that we tried in
large, complex enterprises have been a failure. In some cases, we’ve actually made things worse.

Large enterprises, at the same time, still have to focus on efficiency, agility, and delivery to their end users, so as to achieve market competitiveness. We still have that maniacal focus on delivery and efficiency, and now some new thinking has come in.

Specifically, we have cloud or the everything-as-a-service operating model coupled with a series of other trends in the industry that are being bolted together for a final assault on meaningful efficiency. You hit the nail on the head when you mentioned industrial engineering, because industrial engineering is the organizing principle for weaving all of these facets together.

When we focus on industrial engineering, we already have an established pattern. The techniques are now lean manufacturing, process improvement and measurement of efficiency, just-in-time inventory, maturity models. Ultimately, large enterprises are now approaching the problem effectively including cloud, including moving to new operating models. They're really focusing on building out that factory. I'm sure we’ll be able to tease out some of those specifics at a slightly lower level of detail as the podcast goes on.

IT itself is transformative and you have to be pushing the boundaries in order to compete in the modern world.



Gardner: Well, great. Maybe you could also tell us a little bit more about ANATAS International; what sort of organization is that and what do you do there?

O'Connor: I'm CTO. We serve the Asia-Pacific region and have focused for a number of years on next-gen architecture -- technical architecture, enterprise architecture and service oriented architecture (SOA). In the last couple of years, we’ve been focusing as well on cloud, and on how these things come together to give us a shot at being more efficient in large complex enterprises.

Gardner: Paul Fremantle, why do you think that the idea of cloud computing has really caught on, whether it’s private cloud, public cloud, platform as a service (PaaS), or infrastructure as a service (IaaS)?

We're adding more "as services" all the time, but this really seems to have just caught in people’s attention in the last two or three years, and seems to be gaining. It doesn’t seem to be waning. Is it this need for a transformative approach that has made cloud somewhat of a silver bullet? Why is this so important to people?

Fremantle: It’s a fairly straightforward story. We've discovered that you cannot just build an IT
system or an IT infrastructure, put your feet up, sit back, and say, "Well, that will do the business," because the business has learned that IT itself is transformative and you have to be pushing the boundaries in order to compete in the modern world.

Effectively, it’s no longer good enough to just put in a new system in every 5 or 10 years and sit back and run it. People are constantly pushing to create new value to build new processes, to find better ways of using what they have, linking it together, composing it, and doing new things.

So the speed of delivery and the agility of organizations have become absolutely key to their competitiveness and fundamentally to their stock price. A huge move in agility came first with web, with portals, and with SOA. People discovered that, rather than writing things from scratch, they could reuse, they could reconfigure, and they could attach things together in new ways to build function. As they did that, the speed of development and the speed of creating these new processes has skyrocketed.

Unfortunately, the speed and agility of the infrastructure and of the ability to take these things and host them has not kept up. What cloud has done is that it has suddenly energized the infrastructure, energized the platform, and has given people a way of not just building things quickly but hosting them, deploying them, and managing them in an agile way. Fundamentally, what’s driving the cloud revolution is speed of delivery.

Gardner: I’ll go back to Paul O’Connor with his comments about architecture. As we do what Paul Fremantle has suggested, we seem to also hit up against scale. Automation needs to kick in, and that can perhaps only be best attained through an architecture built for scale. How do the modern platforms and systems that Paul Fremantle is discussing provide a catalyst, or at least a cohort, to this need for better architecture, Paul O’Connor?

Better architecture

O'Connor: When we say better architecture, I think what we are talking about is the facets of
architecture that are about process, that are about that how you actually design and build and deliver. At the end of the day, architecture is about change, and it must be agile. I can architect a fantastic Sydney Opera House, but if I can't organize the construction materials to show up in a structured way, then I can’t construct it. Effectively, we’ve embraced that concept now in large enterprises.

Specifically in IT, we find coming into play around this concept a lot of the same capabilities that we’ve already developed, some of which Paul alluded to, plus things like policy-based, model-driven configuration and governance, management and monitoring and asset metadata, asset lifecycle management types of things relative to services and the underlying assets that are needed to actually provision and manage them.

We're seeing those brought to bear against the difficult problems of how might I create a very agile architecture that requires an order of magnitude less people to deliver and manage.

It helps with problems like this: How can I keep configured a thousand end-points in my enterprise, some of which might be everything from existing servers and web farms all the way up to instances of lean middleware like WSO2 that I might spin up in the cloud to process large workloads and all of the data associated with it?

Gardner: I suppose also, Paul Fremantle, that a secondary or additional motivator at this time is the need for pervasive security, for baking security and governance in across the board, not as a bolt-on, not as an afterthought, not as some sort a requirement of that is separate and distinct from the entire IT lifecycle.

There's an opportunity to turn that from a negative into a positive by fundamentally building secure systems from day one, rather than just relying on them being secure from where they are located, which is kind of the current model.



So, is there also a bit of a catalyst when it comes to making security pervasive that's also driving folks to better architecture and more agile middleware that will perhaps ultimately move toward a cloud-based model?

Fremantle: Absolutely. The biggest concern in everyone's mind around cloud is security. I think there's an opportunity to turn that from a negative into a positive by fundamentally building secure systems from day one, rather than just relying on them being secure from where they are located, which is kind of the current model.

I'm a firm believer that the real success in cloud is going to come from designing systems that are inherently built to run in the cloud, whether that's about scale, elasticity, security, or things like multi-tenancy and self-service.

Those concepts of building things that run in the cloud and making the software inherently cloud aware, comes back to what Paul O'Connor was talking about with regard to having the right architecture for the future and for the cloud.

Gardner: So, when we look at security as a positive, rather than a negative, as we transform and transition with cloud models, is there more than one layer or level of security? How do we approach this? How do we get our hands around it, so that it can be something that's implemented, rather than almost just at the division or abstract level?

Federated security

F
remantle: The first and most important thing is to use middleware and models that are designed around federated security. This is just a simple thing. If you look back at middleware, for example message queuing products from 10 years ago, there was no inherent security in them.

If you look at the SOA stack and the SOAP models or even REST models, there are inherent security models such as WS-Trust, WS-SecureConversation, or in the REST model things like SAML2, OAuth and OpenID. These models allow you to build highly secure systems.

But, however much I think it's possible to build secure cloud systems, the reality is that today 90 percent of my customers are not willing or interested in hosting things in a public cloud. It’s driving a huge demand for private cloud. That’s going to change, as people gain confidence and as they start to protect and rebuild their systems with federated security in mind from day one, but that's going to take some time.

Gardner: Paul O’Connor, do you share Paul Fremantle's concept that good architecture and building for cloud models has an inherent security benefit to it? Are you at ANATAS also architecting for both security and a services factory model?

O'Connor: Absolutely. You're not allowed to do anything in large enterprises architecturally without getting past security. When I say get past security, I'm talking about the people who have magnifying glasses on your architectural content documents. It's important enough to say again what Paul brought out about location not being the way to secure your customer data anymore.

The reality is that today 90 percent of my customers are not willing or interested in hosting things in a public cloud. It’s driving a huge demand for private cloud.



The motivation for a new security model is not just in terms of movement all the way to the other end of the agility rainbow, where in a public cloud you’re mashing up some of your data with everybody else's, potentially, and concerned about it going astray.

It’s really about that internal factory configuration and design that says, even internally in large enterprises, I can't rely on having zones of network security that I pin my security architecture to. I have to do it at the message level. I have to use some of the standards and the technologies that we've seen evolved over the past five, six, seven years that Paul Fremantle was referencing to really come to bear to keep me secure.

Once I do that, then it's not that far of a leap to conceive of an environment where those same security structures, technologies, and processes can be used in a more hybrid architecture, where maybe it's not just secure internal private cloud, but maybe it's virtual private cloud running outside of the enterprise.

That brings in other facets that we really have to sort out. They have to do with how we source that capacity, even if it's virtual private cloud or even if it's tenanted. We have to work on our zone security model that talks about what's allowed to be where. We have to profile our data and understand how our data relates to workloads.

As Paul mentioned, we have to focus on federated identity and trust, so identity as a service. We have to assemble the way that processing environments, be they internal or external, get their identities, so that they can enforce security. PKI, and, this is a big one, we have to get our certificates and private keys into the right spot.

Policy-driven governance

Once we build all those foundations for this, we then have to focus on policy-driven governance of how workloads are assembled with respect to all of those different security facets and all of the other facets, including quality of service, capacity, cost, and everything else. But, ultimately yes, we can solve this and we will solve this over the next few years. All this makes for good, effective security architecture in general. It's just a matter of helping people, through forums like this, to think about it in a slightly different way.

Gardner: As we're moving toward new kinds of architectures that can be inclusive of the past, but prepare us better for the future with this full set of requirements in terms of scalability, security, openness to sourcing elasticity, and so forth, what do we need to look for in terms of the underlying infrastructure itself?

Are there some key requirements that we would look for in terms of how the performance, technical characteristics, standard support, all come together in such a way that we can move forward including compatibility with what's in place -- and still start meeting up with what we want around performance, the sourcing flexibility and security? Let me take that first to Paul Fremantle. What needs to be in place?

Fremantle: I believe that the world has slightly gone backward, and that isn't actually that surprising. When people move forward into such a big jump as to move from a fixed infrastructure to a cloud infrastructure, sometimes it's kind of easy to move back in another area. I think what's happened to some extent is that, as people have moved forward into cloud infrastructure, they have tended to build very straightforward monolithic applications.

The way that they have done that is to focus on, "I'm going to take something standalone and simple that I can cloud-enable and that's going to be my first cloud project." What's happened is that people have avoided the complexity of saying,"What I really need to be doing is building composite applications with federated identity, with business process management (BPM), ESB flows, and so forth."

Learn more about WSO2 and cloud management
Download "Effective Cloud Management with WSO2 Strategies"
More information on WSO2 Stratos
Attend a WSO2 SOA Workshop to Energize your Business with SOA and Cloud

And, that's not that surprising, when they're taking on something new. But, very rapidly, people are going to realize that a cloud app on its own is just as isolated as an enterprise app that can't talk to anything.

The result is that people are going to need to move up the stack. At the moment, everyone is very focused on virtual machines (VMs) and IaaS. That doesn't help you with all the things that Paul O'Connor has been talking about with architecture, scalability, and building systems that are going to really be transformative and change the way you do things.

From my perspective, the way that you do that is that you stop focusing on VMs and you try and move up a layer, and start thinking about PaaS instead of IaaS.

You try to build things that use inherent cloud capabilities offered by a platform that give you scalability, federated security, identity, billing, all the things that you are going to need in that cloud environment that you don't want to have to write and build yourself. You want a platform to provide that. That's really where the world is going to have to move in order to take the full advantage of cloud -- PaaS.

Gardner: Paul O'Connor, from your perspective, what are some key characteristics that that platform should have? What are the necessary ingredients in order to make this automated, controllable, governed, and to scale across these new sourcing models that we're approaching?

The name of the game

O'Connor: I totally agree with everything Paul Fremantle just said. PaaS is the name of the game. If you go to 10 large enterprises, you're going to find them by and large focusing on IaaS. That's fine. It's a much lower barrier of entry relative to where most shops are currently in terms of virtualization.

But, when you get up into delivering new value, you're really creating that factory. Just to draw an analogy, you don't go to an auto factory, where the workers are meant to be programming robots. They build cars. Same thing with business service delivery in IT -- it's really important to plug your reference model and your reference architectures for cloud into that factory approach.

You want your PaaS to be a one-stop-shop for business service production and that means from the very beginning to the very end. You have to tenant and support your customers all along the way. So it really takes the vertical stack, which is the way we currently think about cloud in terms of IaaS, and fans it out horizontally, so that we have a place to plug different customers in the enterprise into that.

And what we find is, just as in any good factory or any good process design, we really focus on what it is those customers need and when. For example, just to take one of many things that's typically broken in large enterprises, testing and test environments. Sometimes it takes weeks in large organization to get test environments. We see customers who literally forgo key parts of testing and really sort of do a big bang test approach at the end, because it is so difficult to get environment and to manage the configuration of those environments.

One of the ways we can fix that is by organizing that part of the PaaS story and wrap around some of the attendant next-generation configuration management capabilities that go along with that. That would include things like service test virtualization, agile operations, asset metadata management, some of the application lifecycle management (ALM) stuff, and focus on systemically killing the biggest impedances in the order of most pain in the enterprise. You can do that without worrying about, or going anywhere near, public cloud to go do data processing.

I think we will see larger appetites by the business for more applications and a need to put them into a place where they are more easily managed.



So that's the here and now, and I'd say that that's also supportive of a longer term, grand unified field theory of cloud, which is about consuming IT entirely as a service. To do that, we have to get our house in order in the same way and focus on organizing and re-organizing in terms of transformation in the enterprise to support first the internal customers, followed by using the same presets and tenets to focus on getting outside of the organization in a very structured way.

But eventually moving workloads out of the organization and focusing on direct interaction with the business, I think we will see larger appetites by the business for more applications and a need to put them into a place where they are more easily managed, and eventually, it may take 20 years, but I think you'll see organizations move to turn off their internal IT departments and focus on business, focus on being an insurance company, a bank, or a logistics company. But, we start in the here and now with PaaS.

Gardner: Okay. Paul O'Connor, if I can just add one more thing to that. I read in some of your literature -- and I quote from you -- “Work load assembly in the cloud is the name of the game.” It seems that you're talking about private cloud first, then, ultimately, any number of other hybrid cloud scenarios. Is that what you mean across this development, test, deploy, workload assembly? What do you mean by that?

What is it doing?


O'Connor: Workload assembly. What I mean by that is that we need a profile of what it is we do in terms of work. If I plug a job into the wall that is my next-gen IT architecture, what is it actually doing and how will I know? The types of things vary. It varies widely between phases of my development cycle.

Obviously, if I do load and performance testing, I've got a large workload. If I do production, I’ve got a large workload. If I move to big data, and I am starting to do massively scalar analytics because the business realizes that you go after such an application, thanks to where IT is taking the enterprise, then that's a whole other ball of wax again.

What I have to do is understand those workloads. I have to understand them in terms of the data that they operate on, especially in terms of its confidentiality. I have to understand what requirements I need to assemble in terms of the workload processing.

If I have identify show up, or private key, I have to do integration, or I have to wire into different systems and data sources, all of that has to be understood and assembled with that workload. I have to characterize workload in a very specific way, because ultimately I want to use something like WSO2 Stratos to assemble what that workload needs to run. Once I can assemble it, then it becomes even easier for me to work my way through the dev, test, stage, release, operate cycle.

Gardner: Paul Fremantle, tell me what WSO2 is doing to help people like Paul O'Connor reach this workload assembly capability?

That starts with some very simple things, like identity as a service, so that there is a consistent multi-tenant concept of identity, authorization, and entitlement available wherever you are in the private cloud, or the public cloud, or hybrid.



Fremantle: What we have done is build our Carbon middleware on OSGi. About two years ago, we started thinking how we're going to make that really effective in a cloud environment. We came up with this concept of cloud-native software. We were lucky, because, having modularized Carbon, we had also kernelized it. We put everything around a single kernel. So, we were able to make that kernel operate in a cloud environment.

That’s the engineering viewpoint, but from the architecture viewpoint, what we're providing to architects like Paul O’Connor is a complete platform that gives you what you need to build out all of the great things that Paul O’Connor has been talking about.

That starts with some very simple things, like identity as a service, so that there is a consistent multi-tenant concept of identity, authorization, and entitlement available wherever you are in the private cloud, or the public cloud, or hybrid.

The next thing, which we think absolutely vital, is governance monitoring, metering, and billing -- all available as a service -- so that you can see what's happening in this cloud. You can monitor and meter it, you can allocate cost to the right people, whether that’s a public bill or an internal report within a private cloud.

Then, we're saying that as you build out this cloud, you need the right infrastructure to be able to build these assemblies and to be able to scale. You need to have a cloud native app server that can be deployed in the cloud and elastically scale up and down. You need to have an ESB as a service that can be used to link together different cloud applications, whether they're public cloud, private cloud, or a combination of the two.

Pulling together

And, you need to have things like business process in the cloud, portal in the cloud, and so on, to pull these things together. Of course, on the way, you're going to need things like queues or databases. So, what we're doing with Stratos is pulling together the combination of those components that you need to have a good architecture, and making them available as a service, whether it's in a private cloud or a public cloud.

That is absolutely vital. It's about providing people with the right building blocks. If you look at what the IaaS providers are doing, they're providing people with VMs as the building blocks.

Twenty years ago, if someone asked me to build an app, I would have started with the machine and the OS and I would start writing code. But, in the last 20 years we've moved up the stack. If someone asked me to build an app now, I would start with an app server, a message queuing infrastructure, an ESB, a business process server, and a portal. All these components help me be much more effective and much quicker. In a cloud, those are the cloud components that you need to have lying around ready to assemble, and that to me is the answer.

Gardner: Paul Fremantle, you're describing what you think is the best way to support a workload assembly capability, but how is that different from what we're seeing from some of the service delivery platform vendors, and what we could call "cloud in a box?" What's the difference between what they're talking about and what you're talking about?

The thing that those PaaS providers are missing, and most of the PaaS that I see out there is missing, is a real enterprise architecture view of the world.



Fremantle: I'm seeing various things in the marketplace. Obviously, there are people like Eucalyptus, Ubuntu, and of course VMware, who are providing private IaaS, and that’s very important. We work on top of those layers. I'm also seeing a lot of people producing PaaS. December was an exciting month. We've had two acquisitions in that space.

The thing that those PaaS providers are missing, and most of the PaaS that I see out there is missing, is a real enterprise architecture view of the world. It's fine to provide a web app as a service and a database as a service. Those are the basic building blocks that people need. But, if you don't have an open, clear definition of identity, governance, business activity monitoring, BPM, and ESB, you're stuck in a 10-year-old architecture.

So, for me, where you're going to have to move is to a complete platform that understands enterprise architecture (EA). It isn’t just about saying, "I've got a web app and a database that are somehow provided in a cloud native fashion."

Gardner: Paul O'Connor, I'm an advocate of showing rather than telling, when it comes to these sorts of complex issues. Do we have any examples of perhaps companies that ANATAS has worked with, where they have employed some of these approaches, whether from a position of the technology, the actual implementation of certain products and services, the methodologies, or all of the above? What do you get? What happens when you do this properly? What sort of business and/or technical benefits can we expect based on the record so far?

O'Connor: I'll tell you about a large enterprise that we have been working with for a good long while. They are building an internal PaaS, an internal platform which is operated as a service. This is key. They're looking at that as a way to achieve some tangible benefits right out of the gate, while supporting a longer-term vision, which is about beating back into submission as much of the sprawl that has grown up over the course of time in large enterprises.

The immediate benefits in that case are about efficiency and business service architecture and constraints. By that, I mean that if you have one standard service delivery process that’s highly efficient that starts with modeling and works its way all the way through to operation in a business sense of business services, what you wind up with is an approach on the business side itself to use that as a lever to go out and directly be able to add in efficiencies, attack new markets, and really focus on some things on the business side that were latent, because there was a feeling that it couldn't be delivered efficiently by IT or may not work.

Seeing it work

We're really seeing that lever work. It's right there. We're also seeing a focus on a broader picture. I want to make one point following up on what Paul Fremantle was saying earlier. We really need to have, and this is what this client has done, a reference architecture that is sort of the antithesis of cloud in a box.

It's structured so that you don’t get tied into one particular vendor's view of cloud or anything else. You’ve really taken an Architecture 101 approach. You build a reference model, you build a reference architecture, you go execute against that, and you don’t have either an inheritance from the IaaS guys up into the higher parts of the stack or the sprawl from the existing platform players down into the infrastructure space.

Ultimately, and this is how this client views it, cloud is more than a way of thinking. It’s open and it’s about getting your house in order, but it’s also about not being locked in and trying to, in the case where we feel like we should, turn the table on our existing vendors.

And that’s what WSO2 is doing in terms of a feature-driven lean middleware and also the way that they are approaching delivery in terms of a professional open-source model, and is very much in keeping with the way that my clients view the cloud.

Gardner: Paul Fremantle, we only have time for one additional example. Do you have some customers that you've been working with that are perhaps what you would consider a bellwether for where the rest of the enterprises are likely to go?

It’s something I'm seeing a lot of software companies looking at as well, which is to start converting their applications into SaaS.



Fremantle: I want to put a different spin on this, which is that as well as the companies that are doing what Paul O'Connor was talking about and using PaaS to create the software factory concept within their organization, there is another angle on this, which is interesting. It's the ability of people, not just software vendors, but also system integrators and even service providers, to start using PaaS to create their own cloud software as a service (SaaS).

This was brought to mind to me by one European-based system integrator and business process outsourcer. Unfortunately, I can’t name them, but they're a partner of ours. What they've started to do is think, "When I'm building an application or a process for customer, is that something that is really applicable just to this one customer or is it something that is a reusable asset, that can be offered as a service to multiple customers?"

Of course, that may not be offered over the public cloud. It may be hosted in a private cloud and different companies give a VPN access to their own tenant within that. It’s something I'm seeing a lot of software companies looking at as well, which is to start converting their applications into SaaS.

And as you do that, you quickly find that the things you need, the capabilities that you need, in order to offer SaaS are the same capabilities that you need in a platform. They're the things I was talking about before, things like identity, governance, metadata, monitoring and metering billing.

To me, the interesting thing here is the intersection between how large enterprises are treating their software development and how software companies are treating their software development, and system integrators and business process outsourcers are treating their software development. They're all converging on the most efficient model that we have come up with yet.

Gardner: Very interesting. It sounds as if the IT ecosystem is marching in tandem towards the same vision, and that will perhaps enable these enterprises to move all the more quickly, rather than the enterprises doing it essentially on their own.

Fremantle: Absolutely.

Gardner: Well, very good. I'm afraid we're about out of time. We've been discussing how workload assembly and the concept of a business service factory are important attributes to private clouds, and how private clouds when established using these best practices and principles, can provide a huge stepping stone in the right direction for the future of IT, a transformed future of IT.

I want to thank our panelists. We've been joined by Paul Fremantle, the UK-based Chief Technology Officer and co-founder of WSO2. Thanks so much, Paul.

Fremantle: Thank you very much.

Gardner: And, we’ve also been joined by Paul O’Connor, the Chief Technology Officer at ANATAS International in Sydney, Australia. Thanks for joining as well, Paul.

O'Connor: Thanks, Dana.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions. You've been listening to a sponsored BriefingsDirect podcast. Thanks for listening, and come back next time.

Listen to the podcast. Find it on iTunes/iPod and Podcast.com. Download the transcript. Sponsor: WSO2.

Transcript of a sponsored BriefingsDirect podcast on how to modernize infrastructure to enable IT to become better "business service factories." Copyright Interarbor Solutions, LLC, 2005-2011. All rights reserved.

Learn more about WSO2 and cloud management
Download "Effective Cloud Management with WSO2 Strategies"
More information on WSO2 Stratos
Attend a WSO2 SOA Workshop to Energize your Business with SOA and Cloud

You may also be interested in: