Real-Time Business and Beyond SOA Real-Time Business and Beyond Teresa Schroeder (TIBCO) y Porfirio Rodríguez (Banamex)

Agenda Introducción SOA – una filosofía en una propuesta de solución Nuestra Cía Caso Práctico - Banamex Preguntas y respuestas

Con qué se enfrentan nuestros clientes?

Qué dice Gartner?

Desarrollo Tradicional Después: SOA/ESB ¿Cómo lo hemos logrado?: “Reduciendo la complejidad en la integración e incrementando la agilidad de los negocios” Antes: Desarrollo Tradicional Después: SOA/ESB CRM Puesta de órden Notificación al ciiente ERP Acreditar el pago Procesamiento de órden Crear Factura SCM Alertar la órden Checar canitdad Desarrollo de aplicaciones monolíticas Integraciones punto a punto (problemas a la “n” al cuadrado) Conexiones duras: Had-wired Distribuidas aplicaciones/módulos Integración basada en un sistema nervioso, soluciones (“n-cuadrado” a la “n”) Servicios reutilizables

Costos de Licencias vs. TCO Desgloce de costos de un proyecto típico Labor Diseño e Implementación Despliegue / Utilización Manejo y Mantenimiento Requerimientos en una arquitectura de desarrollo Installación y configuración Deseño e implementación Documentación Verificación y prueba Moverse a producción Fault tolerance y clustering Manejo del usuario Educación y Transferencia del conocimiento Administración del sistema (monitoreo y administración) Cambios en la implementacipon Por requerimientos Por upgrades Here is another slice at how to breakdown project costs. TIBCO has a clear competitive advantage with respect to its competition along the dimensions driving TCO. Licencias de Software y soporte Hardware*

Los Beneficios de IT en SOA e Infraestructura Drivers Benchmarks Cambio de un desarrollo de aplicación monolítica a un desarrollo de ensamblado Reutilización de componentes y servicios 20-50% re-utilización del código en el tiempo 1,2 Hasta un 20% de reducción en el presupuesto, en general para el desarrollo de applicationest2 Desarrollo de Aplicación Reducción en número de interfases de aplicaciones Reducción en el costo por desarollo de interfases 40-50% reducción en interfaces1 25-43% reduction en el costo de desarrollos por interfaces – dependiendo de la complejidad de la interface2 Costos de Integración Upgrades para Adaptadores Stándares por application Aislar los requerimientos de mantenimiento para cambiar aplicaciones, serivicios o elementos. 50-75% ahorro3 El promedio de ahorro de integraciones punto a punto por año es de $20k/year1 Mantenimiento Agilidad Más rápida respuesta de mercado en nuevos productos e iniciativas de mercado Ahorros de hasta el 75% 2 Hasta 9 meses en un projecto de 12-meses 1 TIBCO customer benchmark 2 Gartner Group 3 Forrester / GIGA

Algunos Otros Beneficios de Negocio Drivers Estabilidad en la aplicación y continua confiablidad Reducción en el trabajo manual y menor error en los datos Colaboración eficiente con socios de negocio Eficiencia Operacional Desempeño de la aplicación y confiabilidad Datos en tiempo real y ricos en información Mejora en la calidad e integridad de la información Experiencia con el cliente Otros mejoras sostenidas Nuevas aplicaciones y soluciones Mejoras por el cross-sell y el up-sell Colaboración mejorada

SOA Tiene diferentes etapas SOA es en diferentes etapas, con mucho aprendizaje SOA envuelve una nueva arquitectura, organización y retos technológicos en cada fase. Pilot Define SOA strategy Choose first projects Define architecture Evaluate ESB vendors Small Complete first projects (1-5) Establish best practices Add SOA center of excellence Add more technologies: BPM, CEP, … Departmental Expanding services (50+) Greater reuse, productivity, cost savings (30%+) Org. changes Add governance technologies, app servers Enterprise Heterogeneous, federated SOA Formal service governance processes Large-scale management challenges (virtualization) Active Matrix: Service Grid – Governance, Registry, Policy Managment

TIBCO Architectural Blueprint

Implementando la Arquitectura Correcta, Organización y una Metodología para SU Compañía, y repetir! TIBCO Accelerated Value Framework for SOA Methodology, Best Practices, and Reference Architecture SOA Planning TIBCO Enterprise Integration Planning (TIBCO EIP) SOA Strategy Integration Strategy Organizational Approach Enterprise Integration Framework Implementation Projects TIBCO EIP Deliverables Common Services, Standards & Tools Requirements Definition Deployment & Operations Testing Implement & Assemble Architecture & Design TIBCO’s AVF is designed to help customers define an SOA strategy and organizational approach that will ensure success. TIBCO’s Professional Services Group (PSG) is also available to help with implementation, including architecture design, deployment, testing, etc. And of all of this is intended to help with SOA governance as well as knowledge transfer and mentoring by leveraging the experience of TIBCO’s senior architects. Knowledge Transfer & Mentoring SOA Governance Project / Technical Management and Industry Expertise

Por qué nuestros clientes han hecho alianza con nosotros? Una suite integrada y una suite de productos - bajo estándares - que les permiten mejor: Time to market Facilidad de uso Desempeño TCO Inigualable experiencia adquirida - beneficio para nuestros cliente Innovación continua

TIBCO: “Nuestra Compañía”

TIBCO es el líder en integración! Los analistas de la industria coinciden: TIBCO es el líder en integración! Ranked as a Leader by: Adicionalmente, Gartner ha calificado a TIBCO como líder en Integración en todos los cuadrantes publicados Other Recent Awards: We are respected. Winner: 4th Annual Portal Excellence Awards &

Más de 3,000 Clientes Satisfechos en BPM y SOA Perhaps one of the most impressive aspects of our business is how our software has evolved from being an acceleration agent for some processes to one of THE competitive advantages for entire businesses as evidenced by how top management of leading companies speak about TIBCO. Rob Carter, FedEx’s CIO and recently named “Chief of the Year” by InformationWeek, was interviewed on CNBC and spoke about what TIBCO means to FedEx. Specifically, he discussed how FedEx leverages TIBCO to achieve real-time visibility over the millions and millions of packages shipped everyday. <mouse click> ------- Among the most significant demands for organizations, is the ability to get the right information to the right people so that they can UNDERSTAND how their business is performing. Qualcomm is a Fortune 500 company that relies on TIBCO for that capability. The organization has been recognized as being the Best Financially Managed Company in the wireless technology industry. Qualcomm CIO, Norm Fjeldheim (pronounced Feldhym) discusses how TIBCO has become the bridge for disconnected islands of information so that workers can be more effective. ------------ Ultimately, organizations succeed or fail based on their capacity to quickly leverage information and ACT. Harrah’s is the world’s premier provider of casino entertainment. They own and manage more than 40 casinos (including Caesars). Harrah’s CEO Gary Loveman knows that the company’s leadership depends on their ability to turn acquisitions from individually operated organizations to coordinated units. Mr. Loveman talks about how TIBCO allows Harrah’s to more quickly realize the value of acquisitions, identify and leverage best-of-breed customer service processes and run successful integrated marketing promotions. (supporting notes) Link to full FedEx video: http://media1.tibco.com/kudlow_and_cramer.wmv Qualcomm success story: http://tibco.com/resources/customers/successstory_qualcomm.pdf Harrah’s success story: http://tibco.com/company/news/releases/press537.jsp

Nuestro Pasado, Presente y Futuro Probada Habilidad para Servir y Satisfacer a Nuestros Clientes 20+ años entregando productos y servicios líderes 3,000+ clientes, 175+ socios 1,600+ empleados en 40+ oficinas en el mundo Fuerte, Madura y Rentable 10 trimestres de YOY crecimiento en ganacias 9 trimestres seguidos de crecimiento - márgenes operativos NASD: TIBX, $450 M+ reservas Su SOCIO de Inovación Introducción Rendezvous Messaging Software When you choose TIBCO, you choose a vendor with a long history of success. For over 20 years, we’ve been a partner with our customers for INNOVATION, having been the first to introduce the “information bus” and publish/subscribe messaging, define “real-time business”, link businesses together in partner portals, tie integration and workflow together for next generation BPM and enable proven enterprise SOA. With over 2,500 customers and 175 partners we’ve established a strong, growing and profitable business. In fact, we’ve had 10 straight quarters of year-over-year revenue growth and 9 straight quarters of double digit operating margin. This momentum and a very strong cash position place TIBCO as one of the world’s top 20 software companies. (if asked about debt): TIBCO is virtually debt free – the company’s only debt is from the mortgage/loan on the corporate campus property. Primeros en integrar B2B con Portal Habilitamos Enterprise SOA ‘90 ‘01 ‘05 Invención “The Information Bus” Definición Real-Time Business Más allá del Real-Time Business Pioneros en la Unificación de BPM e Integración ‘85 ‘99 ‘03 ‘06

Nuestra cobertura: 26 Países – 40 Oficinas Americas Asia Pacific EMEA Canada Calgary, Alberta Mississauga, Ontario Montreal, Quebec Toronto, Ontario Europe Belgium Denmark France Germany Ireland Italy Luxembourg Netherlands Norway Portugal Spain Sweden Switzerland United Kindom United States Arlington, TX Atlanta, GA Cambridge, MA Chapel Hill, NC Chicago, IL Denver, CO Falls Church, VA Houston, TX Iselin, NJ Minneapolis, MN Newport Beach, CA New York, NY Palo Alto, CA Philadelphia, PA St. Louis, MO Seattle, WA Northern Asia China Japan Korea Taiwan South Asia Australia Hong Kong India Singapore Latin America Mexico City, Mexico Sao Paulo, Brazil Africa South Africa

Nuestros clientes en Mexico en Integración y BPM Clientes - TIBCO México

TIBCO es el líder de BPM Los analistas coinciden: Ranked as a Leader by: Forrester Wave™: Human-Centric BPMS, Q1’06 We are really respected.

Nuestras soluciones han sido probadas y validadas: TIBCO – Algunas de nuestras Histórias Públicas de Éxito ABB Adidas-Salomon Aerospace Corporation Agilent Agilisys Altera Arnott’s Biscuits AspenTech Associated Newspapers Astrium August Stock Australia Post AvestaPolarit BP CableNet Caixa Geral De Depositos Calor Gas CA-DOT CBCA Central Bank of Brazil ChevronTexaco Daisy Brand Delta Airlines Derbyshire Building Society Detroit Water and Sewage Deutsche Bahn Deutsche Bank Devon Canada Digital River eBay Essent Energie Exelon Fox Chase Cancer Center Georgia DOT Harrah’s HealthNet Iomega Kempen KPN Lehman Brothers Limited Brands Liquidnet, Inc. Lockheed Martin LSI Logic Lufthansa Major League Baseball Merial Meridian Mirant NASA NASDAQ NEC Network Appliance Nordea Oilspace.com OTN Philadelphia Stock Exch. Philips Medical Systems Philips Semiconductors Pirelli QUALCOMM Reliant Energy Scandinavian Air Scottish Power Seagate Shell Trading Siebel Siemens Smart&Final Société Générale Southwest Airlines Telecom Italia Telia Telstra Thomas Cook TNT Logistics Union Pacific Turkcell U.S. Navy Virgin Mobile WebEx Xilinx Yahoo! This is another example of why integration decisions come down to TIBCO and IBM. Risk, proven, Focus, Qualified. TIBCO has a stellar collection of customer success stories where we have catalyzed deep and lasting change !

TIBCO SOA Resource Center Contains library of whitepapers, demos, webinars & podcasts On TIBCO.com at http://www.tibco.com/solutions/soa/resourcecenter.jsp On TIBCO.com at http://www.tibco.com/software/soa/ (requires registration) You can access materials without registering via Power.TIBCO.com

Arquitectura SOA Una perspectiva tecnológica BPM-SOA Porfirio Rodríguez H. MBA MBA Porfirio Rodriguez

Arquitectura Banamex (AB) La Arquitectura Banamex (AB) es similar a la planeación de una ciudad: Planeación de una Ciudad Arquitectura Banamex En la planeación de una ciudad se designan áreas para cierto uso (residencial, industrial, recreativas, etc.). Algunos usos combinados pueden permitirse pero se identifican que funciones no pueden llevarse a cabo en el mismo lugar La AB debe determinar las reglas que regirán la composición de soluciones de negocio, promoviendo un diseño coherente y manejable en partes que puedan ser utilizados por otras soluciones Para ofrecer a los habitantes servicios como energía eléctrica y agua, una ciudad necesita una infraestructura estable con diseños estándares que permitan la conexión de nuevas edificaciones a la red de servicios La AB deberá buscar tener interfases comunes para que las soluciones puedan conectarse a la infraestructura para intercambiar información de manera estándar Lecciones importantes que podemos aplicar: 1. Definir un plan a largo plazo acorde con la estrategia de la empresa 2. Construir una infraestructura estable con interfases estandarizadas 3. Contar con responsables que vigilen el seguimiento del plan 4. Aprovechar al máximo lo que se tiene, fomentar el reuso En la planeación de una ciudad requiere un responsable que se encargue de dar seguimiento a planes de largo plazo, consideran los cambios del entorno y las necesidades de la ciudad. Igualmente regulan las nuevas construcciones La AB requiere de responsables que administren y regulen la evolución de la soluciones, asegurándose que atiendan integralmente las necesidades del negocio (es decir, que se encuentre alineada la TI con los requerimientos y estrategias del negocio) Antes de hacer nuevas inversiones o someter a la ciudad a cambios radicales deberá asegurase de aprovechar al máximo sus recursos actuales siempre teniendo en cuenta las necesidades futuras y los impactos a la ciudad La AB debe fomentar el diseño de componentes y procesos que puedan reutilizarse evitando reingenierías de soluciones y aplicaciones monolíticas que no permitan la maniobrabilidad de la empresa

Diseñando un Marco de Referencia El Marco de referencia es como una cajonera que nos permite conocer la manera que como se organiza la arquitectura. Establece que tipo de “planos” se requieren y bajo que “punto de vista” deben representarse Arquitectura Civil Arquitectura Banamex Planos conceptuales. Diagramas básicos para representar la intención del dueño Artefactos para representar la estrategia del negocio Diagramas del Arquitecto. Representación del requerimiento (fachada, planos de niveles, cortes) Artefactos para representar el negocio Planos del Arquitecto. Diseños específicos de acuerdo al tema que se diagrama: plano hidráulico, estructural, etc. Artefactos para representar la integración lógica de la solución en la estructura actual Un Marco de referencia es un esquema mediante el cual se definen un conjunto de categorías que serán usadas para clasificar los elementos que componen la arquitectura Planos del Contratista. Indicación de las fases en la que se atacará cada uno de los planos del arquitecto Artefactos de diseños detallados que indican como se construirá la solución Planos del sub-contratista. Diagramas de los terminados o sobre partes específicas que no tienen que ver con la estructura Artefactos que indican el diseño físico que responderá a la solución lógica planteada Simplificar Control  Regulador Reducción de Costos Proactividad

Enterprise Integration Layer (ESB)* SOA Architecture Presentation Layer: Portals, Web Apps, Mobile Apps & Thick Clients Enterprise Management Layer Security Infrastructure Application Monitoring Systems Enterprise Apps, Directory, Email Web Services & Security Availability Monitoring SLA’s & QoS Versioning Subscriptions Provisioning Auditing Access Control Biz Process (Orchestration) Layer: Composite Apps, BMP, Workflow Governance & Organization Policies, Guidelines & Governance Metadata Repository EA Business Systems Maps & Taxonomies UDDI Registry Business Rules Web services-based Business Rules Objects Enterprise Integration Layer (ESB)* Business, Infrastructure, Application Services UDDI Adapters Data Layer: Systems of Record, Enterprise Applications and Data Systems Information Models: Business Intelligence, ETL, Knowledge Management * Enabler Technologies: Messages and Events

Enterprise Integration Layer (ESB)* SOA Architecture Enterprise Integration Layer Presentation Layer and Business Layer demands data from different applications. Present Data Services in a transparent and standardized way is the best approach for solving this demand. Synchronous and Asynchronous messaging are ways to send Data across applications. Today both approaches have good results. Different platform integration is Solved by using adapters, drivers and translators. All these Aspects forms the enterprise integration layer (EAI). Two Phase commit is part of the capabilities of this layer. Technologies: Messaging, Transactional Monitors and File transfers are the enablers technologies for sending Information. For interoperating we need to have Adapters and drivers for different platforms. Enterprise Service Bus is the channel for Messaging, transformation, routing services and Transactional monitors. Opportunities: A long term EAI must be interoperable and platform independent. These is achieved by the use and implementation of standards. ESB uses standards and includes adapters and messaging infrastructure to enable interoperable Services. Presentation Layer: Portals, Web Apps, Mobile Apps & Thick Clients Presentation Layer Present business data in different devices trough reusable GUI components focusing in end users: Portals, Web Applications, Mobile Application, Self Service Devices, This layer don’t have business rules, only graphic navigation and user friendly interface. Technologies: Portals IDE, Java and .Net Languages, Java and .Net IDE’s and Ajax. Opportunities: Standardized GUI components. Monitoring Monitoring is a enterprise strategy. Monitoring in SOA means guarantee the Service Level Agreement of the services. For this SOA monitoring tools provides elements for integrating information of the services to the enterprise strategy for application and infrastructure monitoring. Enterprise Management Layer Security Infrastructure Application Monitoring Systems Enterprise Apps, Directory, Email Business Layer When the Customer requirement is focused in Business Process: Workflow, Images, Document and Content management , we should use a Enterprise Content Manager and Workflow Solution. Design, execute and monitoring business process are the Tasks of this layer. These technologies can have presentation layer capabilities. However the best use is in Document, Workflow and Image oriented Processes. Business rules are allowed in this layer, but the best way is to have an independent Business Rules Server. Technologies: BPM, Workflows and Enterprise Content Managers are enablers of this layer. Opportunities: Define a BPM tool that supports all the business processes. Web Services & Security Availability Monitoring SLA’s & QoS Versioning Subscriptions Provisioning Auditing Access Control Biz Process (Orchestration) Layer: Composite Apps, BMP, Workflow Governance & Organization Policies, Guidelines & Governance Metadata Repository EA Business Systems Maps & Taxonomies UDDI Registry Business Rules Today, business rules are inside the applications, Databases, Middleware and Workflows. These makes very difficult the management and it is very common to have duplicity of the rules. Users manages the same rules in different applications. A best strategy is to have centralized the business rules. These rules can be used by applications, workflows, etc. Having the Business rules out of the applications is the basis for reusability. Technologies: Business Rules Engines are the enablers of this Strategy. e. g. Blaze Advisor. Business Rules Web services-based Business Rules Objects Governance Tools for controlling the lifecycle of the services, documentation, configurations and the services discovering, encourages the reusability and promotes the integration. Enterprise Integration Layer (ESB)* Business, Infrastructure, Application Services UDDI Data Layer Platform for storing data should be interoperable, scalable and high availability and performance. This layer is dedicated to give integrity, security, consistency to the business data. We should have the minimum of business rules associated to the data. Adapters Information Models Technologies for Business intelligence Analysis, Customer Relationship Management and ETL (Extract Transformation and Loading) are included in this layer. This tools are based in DataMart, Datawaehousing and Datamining strategies. Information Models are the basis of the succeeded strategy. Data Layer: Systems of Record, Enterprise Applications and Data Systems Information Models: Business Intelligence, ETL, Knowledge Management * Enabler Technologies: Messages and Events

Message Oriented Middleware Why SOA Middleware? ESB (Enterprise Service Bus) is a infrastructure software that makes reusable business services widely available to users, applications, business process and other services. Regional and Global Integration Reusability of the current investment Support more Architectonic Patterns Business opportunities. WS JMS MQ SN4 SN1 SN1 SN1 ESB Message Oriented Middleware Format / Protocol Transformation Service orchestration/composition and routing SN2 SN1 SN3 SN1 SN2 SN3 Payment Credit Check Charge Check account MOM (Message oriented middleware) is a software infrastructure for supporting messaging like communication mechanism. Some EAI and ESB are based on MOM infrastructure.

Adapters to Legacy Systems EAI Concept EAI (Enterprise Application Integration) is a middleware infrastructure for composing data services in a secure, compliance and robust way. Intelligent Channel is an EAI. User and application access control Fault tolerance Load Balancing High Availability Integration components for heterogeneous platforms Use of shared infrastructure like catalogs and logging for audit purposes Complex service composition Operation integrity Adapters to Legacy Systems

Gracias por su atención ¿Alguna pregunta? TIBCO Software S.A. de C.V. Mazarik 111 Piso 1 Polanco México D.F. 11200 Tel. (55) 91711522 www.tibco.com tschroed@tibco.com