Category Archives: SOA

service oriented architecture

Transforming Healthcare At Maccabi With webMethods And ARIS

Israel has a mandatory but mostly privatized healthcare system, and Maccabi Healthcare Services is the country’s second largest and fastest growing health maintenance organization (HMO), with about 1.9 million members using the services of 5,000 physicians. Maccabi’s chief enterprise architect, Irena Kurman, gave a presentation in the Integration and Automation breakout track at Innovation World on how they are putting the model-to-execution message into practice to improve their processes and integrate their legacy systems better.

She talked about three case studies – medical referral follow-up, doctor visit management, and pregnancy tracking – that highlighted the challenges that they had with multiple systems and data sources, as well as uncontrolled and non-standardized processes. For example, their x-ray results process had point-to-point links between 14 different systems, making it very little to understand what was happening, much less consider modifications to the process. When something went wrong, there was no single process owner, and no visibility into the end-to-end process.

They started with webMethods for integration and SOA governance, then have more recently started to model their processes using ARIS and automate some of these processes using webMethods BPMS. That original spaghetti x-ray process still has those same source systems, but now uses an ESB middleware layer, with the BPMS (as well as external partners) accessing the legacy systems via services: changes to the process are made in the BPMS, not by rewiring the legacy systems.

The results in the case studies are pretty striking. In the medical referral follow-up process, they now have the ability to capture life-threatening cases in near real time, and since the entire process is linked and monitored, test samples can’t go missing without notice. For doctor visit management, payments to doctors are more accurate and are calculated in a transparent manner, improving relationships between Maccabi and their physicians. And for pregnancy tracking, a mobile application provides the patient with access to information relevant to her pregnancy stage, as well as view results such as recorded ultrasound video from anywhere.

Along the way, they’ve developed a model for approaching process and integration projects:

  • Start by modeling the business processes with ARIS
  • Integrate systems with webMethods Integration Platform
  • Execute and monitor processes with webMethods BPMS
  • Enable flexibility with the rules engine
  • Manage software services with CentraSite and Insight

Kurman feels that they’ve just started on their journey to process excellence, but it looks like they have a good roadmap on how they’re going to get there.

The Digital Agility Layer: Time To Get Intentionally Digital

Wolfram Jost, CTO of Software AG, started us off on the first full day of Innovation World with a keynote on innovations for the digital enterprise. As I mentioned yesterday, the use of the term “digital enterprise” (and even more, “digitization”) is a bit strange, since pretty much everything is digital these days, it’s just not necessarily the right type of digital. We still need to think about integration between systems to make automation seamless, but more importantly, we need to think about interaction patterns that put control in the hands of customers, and mobile and social platforms that make the digital forms ubiquitous. So maybe the right phrase is that we have to start being intentionally digital enterprises, rather than let it happen accidentally.

Software AG suiteI definitely agree with Jost’s key point: it’s all about the process. We need end-to-end processes at the business/customer layer, but have to interact with a plethora of silos down below, both on premise and in the cloud, some of which are decades old. Software AG, naturally, provides tools to help that happen: in-memory data management, integration/SOA, BPM, EA and intelligent business operations (IBO, including event processing and analytics). Software AG acquisitionsThis is made up of a number of acquisitions – Apama, alfabet, LongJump, Nirvana, JackBe – plus the pre-existing portfolio including ARIS and webMethods. Now, we’re seeing some of that on their Software AG Live PaaS vision for a unified cloud offering: Process Live for modeling and process publishing; Portfolio Live for IT portfolio management; AgileApps Live for application development and case management; and Integration Live for cloud-to-cloud and cloud-to-on premise integration. Integration Live is coming next year, but the rest of the platform is available as of today.

Software AG cloud offeringWe had a demo of Process Live, which provides cloud-based BPMN process modeling including collaboration; and Portfolios Live to see the systems with which the modeled processes may interact, including a wide variety of portfolio management functions such as assessing the usage and future development potential of any given system or application. We also saw an AgileApps Live application, including an analytics dashboard plus forms data entry and task/case management; interestingly, this is still sporting a longjump.com URL. I last reviewed LongJump in 2007 in conjunction with the Enterprise 2.0 conference, and obviously there have been some advances since then: it’s still an application development tool for web-based apps, but includes a lot of ad hoc task/case management functionality that allows the knowledge worker to create their own multi-step tasks (subprocesses, in effect) as well as perform other case-type functionality such as gathering artifacts and completing tasks related to a case resolution/completion.

Software AG Integration Live deployment stylesAlthough Integration Live isn’t there yet, we did hear about the different deployment styles that will be supported: development and/or operations can be in the cloud; there can be an on premise ESB or direct connections to systems.

Software AG event-driven architectureJost drilled down into several of the specific products, starting out with the overarching premise that Software AG is moving from a more traditional multi-tier architecture into an event-driven architecture (EDA), where everything is based around the event bus. Product highlights included:

  • ARIS positioning and use cases from process modeling to governance, and the radical UI redesign in ARIS 9 that matches the Process Live UI
  • Mobile and social BPM UI
  • Elastic ESB using virtual private cloud as well as public and private cloud
  • API management, representing an extension to the Centrasite concepts
  • Intelligent business operations architecture including in-memory analytics and event processing
  • Terracotta strategy for in-memory data management
  • Integration of Apama, big memory (Terracotta) and messaging for big data/event correlation

Software AG mobile BPM 1 Software AG mobile BPM 2 Software AG mobile BPM 3

I’m sure that we’ll see a lot more about these over the next two days so I’m not trying to cover everything here.

We had a brief demo from John Bates on audience sentiment analysis for price level setting using Apama, then wrapped up with a presentation from Edy Liongosari, Managing Director at Accenture on how to bring some of this into practice. One thing that Liongosari said really resonated: next year, none of us are going to be talking about cloud, because it will be so ubiquitous. Same is true, I believe, of the terms social and mobile. Not to mention digital.

Kicking Off @SoftwareAG @InnovationWorld

For the first time in a few years, I’m at Software AG’s Innovation World conference in San Francisco (I think that the last time I was here, it was still the webMethods Integration World), and the focus is on the Digital Enterprise. At the press panel that I attended just prior to this evening’s opening keynote, one journalist made the point that “digital enterprise” is kind of a dumb term (I paraphrase here) because everything is digital now: we need a more specific term to mean what Software AG is getting at with this. Clay Richardson of Forrester, who I dragged along to the press session, said that his colleagues are talking about the post-digital age, which I take to mean is based on the assumption that all business is digital so that term is a bit meaningless, although “post-digital” isn’t exactly descriptive either.

Terminology aside, Software AG’s heart is in the right place: CEO Karl-Heinz Streibich took the stage at the opening keynote to talk about how enterprises need to leverage this digital footprint by integrating systems in ways that enable transformation through alignment and agility. You can still detect the schisms in the Software AG product portfolio, however: many of the customer case studies were single-product (e.g., ARIS or webMethods), although we did hear about the growing synergy between Apama (CEP and analytics) and webMethods for operational visibility, as well as Apama and Terracotta (in-memory big data number crunching). As with many of the other large vendors that grow through acquisitions,

We heard briefly from Ivo Totev, Software AG’s CMO; saw presentations of two of their customer innovation awards; then had a lengthier talk on the power of mobile and social from Erik Qualman, author of Socialnomics and Digital Leader. Unlike the usual pop culture keynote speaker, Qualman’s stuff is right on for this audience: looking at how successful companies are leveraging online social relationships, data and influence to further their success through engagement: listening, interacting and reacting (and then selling). He points out that trying to sell first before engaging doesn’t work online because it doesn’t work offline; the methods of engagement are different online and offline, but the principles from a sales lead standpoint are the same. You can’t start the conversation by saying “hey, I’m great, buy this thing that I’m selling” (something that a *lot* of people/companies just starting with Twitter and/or blogging haven’t learned yet).

Qualman took the popular Dave Carroll’s “United Breaks Guitars” example from a couple of years ago, and talked about not just how United changed their policies on damage as a result of this, but the other people who leveraged the situation into increased sales: Taylor Guitars; a company that created a “Dave Carroll” travelling guitar case; and Carroll himself through sales of the song and his subsequent book on the power of one voice in the age of social media. He looked at companies that have transformed their customer experience through mobile (e.g., Starbucks mobile app, which has personally changed my café loyalty) by giving the customer a way to do what they want to do – which hopefully involves buying your product – in the easiest possible way; and how a fast and slightly cheeky social media presence can give you an incredible boost for very little investment (e.g., Oreo’s “dunk in the dark” tweet when the lights went out during the Superbowl). I gave a presentation last year on creating your own process revolution that talked about some of these issues and the new business models that are emerging because of it.

Great to see John Bates here, who I know from his tenure at Progress Software and came on at Software AG with the Apama acquisition, as well as finally meet Theo Priestley face to face after years of tweeting at each other.

Disclosure: Software AG is a customer (I’m in the middle of creating some white papers and webinars for them), and they paid my travel expenses to be at this conference. However, what I write here is my own opinion and I have not been financially compensated for it.

TIBCO Corporate and Technology Analyst Briefing at TUCON2012

Murray Rode, COO of TIBCO, started the analyst briefings with an overview of technology trends (as we heard this morning, mobile, cloud, social, events) and business trends (loyalty and cross-selling, cost reduction and efficiency gains, risk management and compliance, metrics and analytics) to create the four themes that they’re discussing at this conference: digital customer experience, big data, social collaboration, and consumerization of IT. TIBCO provides a platform of integrated products and functionality in five main areas:

  • Automation, including messaging, SOA, BPM, MDM, and other middleware
  • Event processing, including events/CEP, rules, in-memory data grid and log management
  • Analytics, including visual analysis, data discovery, and statistics
  • Cloud, including private/hybrid model, cloud platform apps, and deployment options
  • Social, including enterprise social media, and collaboration

A bit disappointing to see BPM relegated to being just a piece of the automation middleware, but important to remember that TIBCO is an integration technology company at heart, and that’s ultimately what BPM is to them.

Taking a look at their corporate performance, they have almost $1B in revenue for FY2011, showing growth of 44% over the past two years, with 4,000 customers and 3,500 employees. They continue to invest 14% of revenue into R&D with a 20% increase in headcount, and significant increases in investment in sales and marketing, which is pushing this growth. Their top verticals are financial services and telecom, and while they still do 50% of their business in the Americas, EMEA is at 40%, and APJ making up the other 10% and showing the largest growth. They have a broad core sales force, but have dedicated sales forces for a few specialized products, including Spotfire, tibbr and Nimbus, as well as for vertical industries.

They continue to extend their technology platform through acquisitions and organic growth across all five areas of the platform functionality. They see the automation components as being “large and stable”, meaning we can’t expect to see a lot of new investment here, while the other four areas are all “increasing”. Not too surprising considering that AMX BPM was a fairly recent and major overhaul of their BPM platform and (hopefully) won’t need major rework for a while, and the other areas all include components that would integrate as part of a BPM deployment.

Matt Quinn then reviewed the technology strategy: extending the number of components in the platform as well as deepening the functionality. We heard about some of this earlier, such as the new messaging appliances and Spotfire 5 release, some recent releases of existing platforms such as ActiveSpaces, ActiveMatrix and Business Events, plus some cloud, mobile and social enhancements that will be announced tomorrow so I can’t tell you about them yet.

We also heard a bit more on the rules modeling that I saw before the sessions this morning: it’s their new BPMN modeling for rules. This uses BPMN 1.2 notation to chain together decision tables and other rule components into decision services, which can then be called directly as tasks within a BPMN process model, or exposed as web services (SOAP only for now, but since ActiveMatrix is now supporting REST/JSON, I’m hopeful for this). Sounds a bit weird, but it actually makes sense when you think about how rules are formed into composite decision services.

There was a lot more information about a lot more products, and then my head exploded.

Like others in the audience, I started getting product fatigue, and just picking out details of products that are relevant to me. This really drove home that the TIBCO product portfolio is big and complex, and this might benefit from having a few separate analyst sessions with some sort of product grouping, although there is so much overlap and integration in product areas that I’m not sure how they would sensibly split it up. Even for my area of coverage, there was just too much information to capture, much less absorb.

We finished up with a panel of the top-level TIBCO execs, the first question of which was about how the sales force can even start to comprehend the entire breadth of the product portfolio in order to be successful selling it. This isn’t a problem unique to TIBCO: any broad-based platform vendor such as IBM and Oracle have the same issue. TIBCO’s answer: specialized sales force overlays for specific products and industry verticals, and selling solutions rather than individual products. Both of those work to a certain extent, but often solutions end up being no more than glorified templates developed as sales tools rather than actual solutions, and can lead to more rather than less legacy code.

Because of the broad portfolio, there’s also confusion in the customer base, many of whom see one TIBCO product and have no idea of everything else that TIBCO does. Since TIBCO is not quite the household name like IBM or Oracle, companies don’t necessarily know that TIBCO has other things to offer. One of my banking clients, on hearing that I am at the TIBCO conference this week, emailed “Heard of them as a player in the Cloud Computing space.  What’s different or unique about them vs others?” Yes, they play in the cloud. But that’s hardly what you would expect a bank (that uses very little cloud infrastructure, and likely does have some TIBCO products installed somewhere) to think of first when you mention TIBCO.

TIBCO TUCON2012 Day 1 Keynotes, Part 2: Big Honking Data

Back from the mid-morning break, CMO Raj Verma shifted gears from customer experience management to look at one of the other factors introduced in the first part of the session: big data.

Matt Quinn was back to talk about big data: in some ways, this isn’t new, since there has been a lot of data within enterprises for many years. What’s changed is that we now have the tools to deal with it, both in place and in motion, to find the patterns hiding within it through cleansing and transformation. He makes a sports analogy, saying that a game is not just about the final score, but about all of the events that happen to make up the entire game; similarly, it is not sufficient any more to just measure outcomes in business transactions, you have to monitor patterns in the event streams and combine that with historical data to make the best possible decisions about what is happening right now. He referred to this combination of event processing and analytics as closing the loop between data in motion and data at rest. TIBCO provides a number of products that combine to handle big data: not just CEP, but ActiveSpaces (the in-memory data grid) to enable realtime processing, Spotfire for visual analytics and integration with Hadoop.

We saw a demo of LogLogic, recently acquired by TIBCO, which provides analytics and event detection on server logs. This might sound like a bit of a boring topic, but I’m totally on with this: too many companies just turn off logging on their servers because it generates too many events that they just can’t do anything with, and it impacts performance since logging is done on the operational server. LogLogic’s appliance can collect enormous amounts of log data, detect unusual events based on various rules, and integrate with Spotfire for visualization of potential security threats.

Mark Lorion, CMO for TIBCO Spotfire, came up to announce Spotfire 5, with a complete overhaul to the analytics engine, and including the industry’s first enterprise runtime for the R statistical language, providing 10 times the performance of the open source R project for predictive analytics. Self-service predictive analytics, ftw. They are also going beyond in-memory, integrating with Teradata, Oracle and Microsoft SQL Server for in-database analysis. With Teradata horsepower behind it – today’s announcement of Spotfire being optimized for in-database computation on Teradata – you can now do near-realtime exploration and visualization of some shocking amounts of data. Brad Hopper gave us a great Spotfire demo, not something that most TUCON attendees are used to seeing on the main stage.

Rob Friel, CEO of PerkinElmer, took the stage to talk about how they are using big data and analytics in their scientific innovations in life sciences: screening patient data, environmental samples, human genomes, and drug trials to detect patterns that can improve quality of life in some way. They screened 31 million babies born last year (one in four around the globe) through the standard heel-prick blood test, and detected 18,000 with otherwise undiagnosed disorders that could be cured or treated. Their instrumentation is key in acquiring all the data, but once it’s there, tools such as Spotfire empower their scientists to discover and act on what they find in the data. Just as MGM Grand is delivering unique experiences to each customer, PerkinElmer is trying to enable personalized health monitoring and care for each patient.

To wrap up the big data section, Denny Page, TIBCO’s VP of Engineering, came on stage with his new hardware babies: a FTL Message switch and an EMS appliance, both to be available by the end of November 2012.

For the final part of the day 1 keynotes, we heard from an innovators’ panel of Scott McNealy (founder of Sun Microsystems, now chairman of Wayin), Tom Siebel (founder of Siebel Systems, now at C3 Energy where they are using TIBCO for energy usage analytics), Vivek Ranadivé, and KR Sridhar (CEO of Bloom Energy), chaired by David Kirkpatrick. Interesting and wide-ranging discussion about big data, analytics, sentiment analysis, enterprise social media, making data actionable, the internet of things and how a low barrier to platform exit drives innovation. The panel thinks that the best things in tech are yet to come, and I’m in agreement, although those who are paranoid about the impact of big data on their privacy should be very, very afraid.

I’ll be blogging from the analyst event for the rest of the day: we have corporate and technology briefings from the TIBCO execs plus some 1:1 sessions. No pool time for me today!

TIBCO TUCON2012 Day 1 Keynotes, Part 1

The keynotes started with TIBCO’s CEO, Vivek Ranadivé, talking about the forces driving change: a massive explosion of data (big data), the emergence of mobility, the emergence of platforms, the rise of Asia (he referenced the Gangnam Style video, although did not actually do the dance), and how math is trumping science (e.g., the detection and exploitation of patterns). The ability to harness these forces and produce extreme value is a competitive differentiator, and is working for companies like Apple and Amazon.

Raj Verma, TIBCO’s CMO, was up next, continuing the message of how fast things are changing: more iPhones were sold over the past few days than babies were born worldwide, and Amazon added more computing capacity last night than they had in total in 2001. He (re)introduced their concept of the two-second advantage – the right information a little bit before an event is worth infinitely more than any amount of information after the event – enabled by an event-enabled enterprise (or E3, supported by, of course, TIBCO infrastructure). Regardless of whether or not you use TIBCO products, this is a key point: if you’re going to exploit the massive amounts of data being generated today in order to produce extreme value, you’re going to need to be an event-enabled enterprise, responding to events rather than just measuring outcomes after the fact.

He discussed the intersection of four forces: cloud, big data, social collaboration and mobility. This is not a unique message – every vendor, analyst and consultant are talking about this – but he dug into some of these in detail: mobile, for example, is no longer discretionary, even (or maybe especially) in countries where food and resources are scarce. The four of these together all overlap in the consumerization of IT, and are reshaping enterprise IT. A key corporate change driven by these is customer experience management: becoming the brand that customers think of first when the product class is mentioned, and turning customers into fans. Digital marketing, properly done, turns your business into a social network, and turns customer management into fan management.

Matt Quinn, CTO, continued the idea of turning customers into fans, and solidifying customer loyalty. To do this, he introduced TIBCO’s “billion dollar backend” with its platform components of automation, event processing, analytics, cloud and social, and hosted a series of speakers on the subject of customer experience management.

We then heard from a customer, Chris Nordling, EVP of Operations and CIO of MGM Resorts and CityCenter, who use TIBCO for their MLife customer experience management/loyalty program. Their vision is to track everything about you from your gambling wins/losses to your preferences in restaurants and entertainment, and use that to build personalized experiences on the fly. By capturing the flow of big data and responding to events in realtime, the technology provides their marketing team with the ability to provide a zero-friction offer to each customer individually before they even know that they want something: offering reduced entertainment tickets just as you’re finishing a big losing streak at the blackjack tables, for example. It’s a bit creepy, but at the same time, has the potential to provide a better customer experience. Just a bit of insight into what they’re spending that outrageous $25/day resort fee on.

Quinn came back to have a discussion with one of their “loyalty scientists” (really??) about Loyalty Lab, TIBCO’s platform/service for loyalty management, which is all about analyzing events and data in realtime, and providing “audience of one” service and offerings. Traditional loyalty programs were transaction-based, but today’s loyalty programs are much more about providing a more holistic view of the customer. This can include not just events that happen in a company’s own systems, but include external social media information, such as the customer’s tweets. I know all about that.

Another customer, Rick Welts of the Golden State Warriors (who, ironically, play at the Oracle stadium) talked about not just customer loyalty management, but the Moneyball-style analytics that they apply to players on a very granular scale: each play of each game is captured and analyzed to maximize performance. They’re also using their mobile app for a variety of customer service initiatives, from on-premise seat upgrades to ordering food directly from your seat in the stadium.

Mid-morning break, and I’ll continue afterwards.

As an aside, I’m not usually wide awake enough to get much out of the breakfast-in-the-showcase walkabout, but this morning prior to the opening sessions, I did have a chance to see the new TIBCO decision services integrated into BPM, also available as standalone services. Looked cool, more on that later.

IBM Impact Day 2: Engage. Extend. Succeed.

Phil Gilbert spoke at the main tent session this morning, summarizing how they announced IBM BPM as a unified offering at last year’s Impact, and since then they’ve combined Business Events and ILOG to form IBM ODM (operational decision management). Business process and decision management provide visibility and governance, forming a conduit to provide information about transactions and data to people who need to access it. IBM claims to have the broadest, most integrated process portfolio, having taken a few dozen products and turned them into two products; Phil was quick to shoot down the idea that this is a disjointed, non-integrated collection of tools, referring to it instead as a “loosely coupled integration architecture”. Whatever.

Around those two core products (or product assemblies) are links to other enterprise tools – Tivoli, MDM, ECM and SAP – forming the heart of business processes and system orchestration. In version 8 of BPM and ODM, they’ve added collaboration, which is the third key imperative for business alongside visibility and governance.

We saw a demo of the new capabilities, most of which I talked about in yesterday’s post. For ODM, that included the new decision console (social activity stream, rules timeline) and global rules search. For BPM, there’s the new socially-aware process portal, which has been created on their publicly-available APIs so that you can roll your own portal with the same level of functionality. There’s searching in the process portal to find tasks easily. The new coach (UI form) designer allows you to create very rich task interfaces more easily, including the sidebar of task/instance details, instance-specific activity stream, and experts available for collaboration. They’ve incorporated the real-time collaboration capabilities of Blueworks Live into the BPM coaches to allow someone to request and receive help from an expert, with the user and the expert seeing each other’s inputs synchronously on the form in question. Lastly, Approve/Reject type tasks can be completed in-line directly in the task list, making it much faster to move through a long set of tasks that require only simple responses. He wrapped up with the obligatory iPad demo (have to give him credit for doing that part of the live demo himself, which most VPs wouldn’t consider).

The general session also included presentations of some innovative uses of BPM and ODM by IBM’s customers: Ottawa General Hospital, which has put patient information and processes on an iPad in the doctors’ pockets, and BodyMedia, which captures, analyzes and visualizes a flood of biometric data points gathered by an armband device to assist with a weight loss program.