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Evolutionary Systems Architectures in the Enterprise

Mark Cioni, M. Joe Zhou, Massimo Rolle
SchlumbergerSema 6399 South Fiddler’s Green Circle
Suite 600 Englewood, CO 80111


Abstract
Twenty-first century organizations face myriad factors influencing their business and technical environments. Mergers, divestitures, new opportunities and globalization, as well as emerging technologies and solutions, contribute to unprecedented levels of change, and organizations must be ready to quickly capitalize on this change. The key to adaptability is an evolutionary systems architecture that can enable the organization to rapidly respond to business and technical influencers in a way that parallels strategic goals.

This presentation focuses on several important evolutionary systems architecture areas. First, we explore the most important holistic factors to balance when making architectural decisions. Next, we examine in detail several evolutionary models and their implementation. Finally, we discuss the future state of an evolutionary architecture in the implementing organization.

Introduction
Electrical utilities today are experiencing an interesting time of change. Deregulation of the industry in the United States, although varying from state to state, has forced utilities to become much more competitive and adaptable to change. Some of the more aggressive organizations are taking advantage of deregulation and are thriving through innovative business process re-engineering and enabling technologies. Others are treading water with caution and skepticism. Regardless of the stage of deregulation for a given utility, many are looking to their IT infrastructure as one of their main competitive tools in this new landscape. However, not all utilities are approaching their IT initiatives with a holistic mindset and implementing them with consistent and systematic methods. Some initiatives are driven by business and technical values and constraints, some are required under their deregulation environment and still others may be implemented to leverage cutting-edge technology. Consequently, utilities have seen their business process models, IT infrastructure, systems and applications become increasingly more heterogeneous. This, in turn, has tended to make the integration of systems and applications in such an environment more complex, expensive and difficult to maintain. Standards such as XML, Common Information Model (CIM) and the work done by the IEC TC57 Working Group 14 have made progress toward enabling a more systematic integration approach based on a common information exchange model.

An enterprise integration framework must also embrace a hybrid approach relative to technology, where solution components such as application servers, Message Oriented Middleware (MOM), integration brokers and other building blocks support a multitude of integration scenarios. In this model, the organization’s business processes, integration scenarios, message definitions and integration components are not only reusable, but also extensible, with the goal of enabling a more agile and responsive enterprise that can capitalize on business opportunities while optimizing Total Cost of Ownership (TCO) and time to market. Such a framework requires a rigorous architectural and engineering effort, a strongly focused integration team and, as always, support from executive management and key stakeholders throughout the organization.

Deregulation Requires Integration
The recent problems that have surfaced from the California deregulation environment have dampened the pace and extent of deregulation across the United States. However, the fundamental business strategies of preparing and positioning for deregulation, however and whenever it arrives, have remained and even grown in importance. Strategies such as mergers and acquisitions, disaggregation of vertically integrated utilities, preparing for customer choice, outsourcing and eBusiness all require some level of IT investment to realize their business benefits. In most cases, these strategies require a large degree of systems integration or even disintegration. Deregulation represents a major change to operations and leads to changes in the existing IT infrastructure. Therefore, it is likely that utilities preparing for deregulation will face more integration requirements and challenges. How can utilities better position themselves using their IT infrastructures to face the challenges of systems integration needs driven by deregulation?

10 Principles of an Enterprise Integration Architecture Framework

1. Understand organizational business drivers
An integration framework must be developed within the context of business strategies and goals. Business domains in the organization must be understood and leveraged both in their own context and within the larger consideration of the organization’s business strategy. This understanding is the guiding light of any systems integration effort.

2. Know the integrated business processes
Understanding business strategies and domains drives the need to understand the business processes used to achieve these goals. Business processes must be understood from the standpoint of integration, both at the process and systems levels. Business events that either trigger a business process or arise as a result of a process must be understood. Integrated business process models will serve as both the blueprint and the scope for the subsequent integration work. These models should ideally be modularized so that they can be flexible enough to adapt to future changes driven by deregulation. Understanding the business drivers (the “what” and the “why”) and the processes that tactically enable them (the “how”) provides the crucial foundation for evolving the integration architecture framework.

3. Start with an architectural blueprint
An enterprise integration architecture must balance best practices and strong principles with organizational values and constraints. Just like building a city, there will be tradeoffs along the way to reconcile principles with pragmatics and still achieve business goals in a way that optimizes cost and time to market. Equally as important, the concept of architecture is broadened to apply to the organizational domains of business, technology and organization because of their myriad interdependencies. Harmonizing these domains improves the chances for architectural success.

4. Have a centralized integration management and project team
A key component of the framework is organizing the development and ongoing support initiatives for enterprise integration. Because integration touches many business domains, processes and systems within a utility, a centralized organization that can coordinate and lead these efforts increases the chances for success. Obviously, the amount of authority and support that this organization has from the rest of the business is key to its chances for success.

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