组件业务建模和服务建模方法助力构建智慧规划管理流程IBM中国软件开发中心高级首席架构师

组件业务建模和服务建模方法

助力构建智慧规划管理流程高级首席架构师IBM中国软件开发中心zhaomh.ibm

2计算机技术应用发展历程工业控制办公电算化银行核心业务一种业务在一个应用系统中完成报表……………..业务流程无纸办公财务系统/MRP……………..姐CAD/CAM业务应用业务分析数据集成涉及多个业务系统产生的数据………………..在线购物规划管理流程流程银行采购审批流程……………..计算机应用系统支持业务计算机应用系统引领业务

3某著名企业全球技术调查：业务流程仍然最为重要流程的有效性和效率在整体排名中分列＃1和2

4怎样找到关键业务流程，使IT系统引领业务的不断改进？怎样使业务流程更加灵活、高效？组件化业务建模方法服务建模方法

5组件化业务建模方法帮助规划信息资源，使IT系统与业务对齐ponentBusinessModeling)CBM

地图从不同的角度描述某省市MetroStreetZones地图可用于服务特别的目的;一个事物可能通过不同的方式展示;CBM就是一个展示业务的地图

CBM组件业务建模--定义

CBM组件业务建模是一种方法

(method)运用它，使得企业可以明确确定改进和创新的机会

(wherebyorganizationscanidentifyopportunitiesforimprovementandinnovation)

通过重组而将业务活动组织成数量可管理的，独立的，组件化的可复用的组件(byregroupingtheiractivitiesintoamanageablenumberofdiscreet,modular,andre-usableponents)使业务更灵活

(thatenableflexibility)阐明业务运作和实现业务战略的核心能力

(andprovideforaclarifiedfocusonthecorecapabilitiesneededtorunthebusinessanddrivebusinessstrategy)

业务组件图由一个表格表示业务组件模型Control管理Execute执行Direct战略BusinessPlanningBusinessUnitTrackingSalesManagementCreditAssessmentReconciliationplianceStaffAppraisalsRelationshipManagementSectorManagementProductManagementProductionAdministrationProductFulfillmentSalesMarketingCampaignsProductDirectoryCreditAdministrationCustomerAccountsGeneralLedgerDocumentManagementCustomerDialogueContactRoutingStaffAdministrationBusinessAdministrationNewBusinessDevelopmentRelationshipManagementServicing&SalesProductFulfillmentFinancialControlandAccountingSectorPlanningPortfolioPlanningAccountPlanningSalesPlanningFulfillmentPlanningFulfillmentMonitoring列是业务竞争力，定义为大的业务领域，具有特定的技能和能力。如规划制定，文档中心等操作层面：运维层面

以以决策的范围为特征。三个层面是战略层，管理层和执行层。战略

是关于政策，战略和总体方向.管理是关于监控，管理例外，和战术上的决定。执行是关于具体做事业务组件是企业中具有可以自主运作的潜质部分，如一个独立的公司，或一个公司的一部分对所有的企业，责任的层次是相通的。每一个业务竞争力

需要三个层面的紧密配合，才能保证业务有效运行在CBM中，业务组件提供的和使用的服务和材料称为业务服务.

IBM采用“三阶段”的方法进行业务组件建模制定执行路线图定义、排序改进机会910Insight洞察开发业务组件模型找到“热”组件评估业务战略123Architecture架构战略架构Challenge/Confirm/RefineCurrentLevelofAmbitionDetermineOwnershipofponents(out,in,&co-sourcing)决定战略业务模型/价值网使战略业务模型/价值网可操作业务架构定义目标组件需求评估当前组件的能力探讨短板的影响45678ProcessesAssetsGovernanceAlliancesPeopleITInfrastructureInvestment投资“PickandchoosefromtheCBMframeworktodeliveracustomizedwayforward.”

某保险公司业务组件图“ponentMap”

BusinessandFinancialPlanning目录计划和分析核查与控制执行业务活动分层

FinancialControlAccountingFinancial&StatutoryReportingInvestmentMgntReservingPoliciesandProceduresProcurement

/VendorMgtSystemsDevelopmentandOperationStaffDevelopmentProjectManagementInvestmentStrategyVendorStrategyBusinessStrategyBrand&CampaignManagementConsumerMarketingBusiness-to-BusinessMarketingTrack&AuditClaimsMgtof

Installations,Enrollments,

&RenewalsSales&ChannelMgtU/WManagementManageClientServiceSegmentMarketingStrategyDistributionStrategyOperationsPlanningServiceCenterInstalls/RenewalsPlanSponsorServicesBilling&CollectionsSalesAccountManagementUnder-writingClaimsIntakeAdjudicationDisburse-mentsmissionProcessingConsumerServicesOn-goingClaimsMgntEnrollments&EligibilityProductManagementProductPlanningProductandBenefitsImplementa-tionProduct/ServiceDesignandDefinition业务行政管理财务管理市场业务获取和保持新业务安装与注册服务理赔产品开发

风险管理RiskMeasurementandControlRiskMgtStrategyReinsuranceRiskModelingandPricingRelationshipManagement

某保险公司“热”图------“Heat”Map

BusinessandFinancialPlanningBusi-nessActivityLevel

FinancialControlAccountingFinancial&StatutoryReportingInvestmentMgntReservingPoliciesandProceduresProcurement

/VendorMgtSystemsDevelopmentandOperationStaffDevelopmentProjectManagementInvestmentStrategyVendorStrategyBusinessStrategyBrand&CampaignManagementConsumerMarketingBusiness-to-BusinessMarketingTrack&AuditClaimsMgtof

Installations,Enrollments,

&RenewalsSales&ChannelMgtU/WManagementManageClientServiceSegmentMarketingStrategyDistributionStrategyOperationsPlanningServiceCenterInstalls/RenewalsPlanSponsorServicesBilling&CollectionsSalesAccountManagementUnder-writingClaimsIntakeAdjudicationDisburse-mentsmissionProcessingConsumerServicesOn-goingClaimsMgntEnrollments&EligibilityProductManagementProductPlanningProductandBenefitsImplementa-tionProduct/ServiceDesignandDefinitionRiskMeasurementandManagementRiskMgtStrategyReinsuranceRiskModelingandPricingRelationshipManagement

=HighHeat=MediumHeat=LowHeat目录业务行政管理财务管理市场业务获取和保持新业务安装与注册服务理赔产品开发

风险管理计划和分析核查与控制执行

通过“热”图分析信息资源现状差距：.系统缺乏关键功能，或设计不合理.重复：多个系统实现同一业务功能过分伸展：一个系统被设计支持某一业务功能，但实际上实现了更多的功能。CBM可以用来总结跨业务组件的评估结果，包括现有系统和关键的架构需求。FinancialManagementCustomerAccountingCustomerServiceandSalesCustomerPortfolioManagementAcquisitionsBusinessAdministrationProductManagementProductOperationsDirectControlExecuteBusinessPlanningBusinessBUAdministrationManageAllianceRelPolicy&ProcedureHRManagementAdministerAllianceAudit/QA/LegalFacilitiesDevelopandOperateSystemsAccountingandG/LProductDirectoryProductDevelopmentandDeploymentMarketingMarketResearchAcquisitionPlanningandOversightManagingProductsSectorMarketingCustomerPortfolioandAnalysisCreditandRiskManagementApplicationProcessingCustomerBehaviorDecisioningTargetLists(Prospecting)CustomerProfileContact/EventCorrespondenceCampaignExecutionSmartRoutingServicing(DialogueHandler)InventoryRewardsProductProcessingFinancialPaymentsCustomerAccountMerchantOperationsCollectionsandRecoveryFinancialConsolidationBillingTreasuryAuthorizationsSalesandCrossService/SalesReconciliationsFinancialControlOperationsAdministrationSecuritizationCaseHandlingCustomerAccountingPoliciesProductOperationsManagementRiskManagementCustomerServicingandSalesPlanningCpetitiveTargetpetencyB=BaseD=DifferentiatedResource/PerformanceResourcePerformance(High,Med,Low)HotponentHLLMMLMHLMLLMMMLMHLLHLMMMLHLHHMMLMLMMLLLLLLMMMMLMLMLLLMMLMMLMLLHMLMLLLLLLLMLMLHMMLLLLLLLMMMHLMLMLLLLLLMLGapsOver-ExtensionDuplication系统短板评估中三个常见问题：

项目规划Projectscoping,resourcinganddefinitionMappingofcurrentprocessesFutureprocessdesign/identificationofquickwinsThiseffortwouldprisemultiplesub-teamsandcoverkeyareasoftheGIbusiness.Businessreq’s,solutiondesign,toolselectionImplementationofclaimssolutionImplementationofauto-adjudicationUpgradinginterfacestoEAdatabasesBusinessrequirements/solutiondesignImplementationofplanadministrationsolutionsPortalfoundationOtherPortalsTBDRiskmanagementinventoryR&DlabRiskmanagementdatabaseAQC/QBSConsolidatedclaimsdatabaseQuickwinsDatawarehouseimplementationDatamartimplementationImplementationofunderwriter’sworkbenchTier2medicalunderwritingRiskmgtandproductdatamodelsContentmgtandmodelingtoolselectionandimplementation42156124125621344123123544661235522133123Continuetoreviewandre-engineerprocessesasinitiativesarerolledout.Tier1medicalunderwritingUnderwritingRiskMgt/ProductDevelopmentPortalsPlanAdministrationQ1-n2007+BusinessReportingandAnalysisDisabilityClaimsAetnaGIMulti-GenerationalPlan2006200520042003Q4Q3Q2Q1Q4Q3Q2Q1Q4Q3Q2Q1Q4Q3Q2InitiativeGIProcessRe-engineering14找出关键业务流程.BusinessProcess1-BeforeDetermineifcustomerqualifiesforadditionalservicesFulfiladditionalservicesrequestDefineproductservicingpoliciesPlanproductprocessingcapacityandanalyzeVolumesandefficiencyTrackalliancepartnerdeliverytoSLAPlanservicingcapacitybasedonvolumesRefineproductservicingapproaches(QA)BusinessponentsBusinessponentsRefineproductservicingapproaches(QA)BusinessProcess1-AfterDefineproductservicingpoliciesandplanproductprocessingcapacityandanalyzevolumesandefficiencyDetermineifCMqualifiesforadditionalservicesFulfiladditionalservicesrequestTrackalliancepartnerdeliverytoSLAPlanservicingcapacitybasedonvolumesIncreaseParallelProcessingChangeProcessSequenceIncreaseAutomation(STP)PROCESSIMPROVEMENTCATEGORYbineorEliminateActivities·······Activities······Activities服务建模方法帮助建立灵活、智慧的业务流程

15IT系统协同工作，实现业务流程高层管理人员审核2审核1审批接件1616GISAUTOCAD文档管理规则库用户-业务人员业务流程IT应用系统

IT架构服务视图SOA架构由多层组成.SOA决不仅仅是WebServicesSOA的核心是服务,实现服务的组件，以及服务流什么是服务建模（ServiceModeling）?面向服务建模与架构SOMA-ServiceOrientatedModelingandArchitecture)一种面向服务建模的方法论是一种具有角色和行为的方法。运用这种方法的结果是，对服务、组件和流程的标识，定义、规约以及实现相关的产出件(workproducts)DataArchitectureandBusinessIntelligenceIntegration(EnterpriseServiceBusApproach)服务实现RealizationDecisions服务定义、规约SpecificationofServices,ponents,andFlows服务发现、识别IdentificationofCandidateServicesandFlows输入：业务组件/分析<<Inputfrom:Businessponentization/Analysis>>输出：SOA实施<<Outputto:SOAImplementation>>consumersbusinessprocessesprocesschoreographyservicesatomicandpositeserviceponentsoperationalsystemsServiceConsumerServiceProviderJServicePortletWSRPB2BOtherOOApplicationCustomApplicationPackagedApplicationQoS,Security,Management,andMonitoringInfrastructureServiceSOA参考模型:分层的解决方法视图TheServiceModeling方法:Service-OrientedModelingandArchitecture服务建模步骤领域分解SubsystemAnalysis服务规范消息与事件规范组件，流程规范服务流程规范实现决策目标服务建模现有资产分析组件规范信息规范分配服务到服务组件组件分层技术可行性探讨实现决策规范服务、组件和流程识别候选服务与流程<<Inputfrom:Businessponentization/Analysis>><<Outputto:SOAImplementation>>

ServiceHierarchyServiceExposureServiceDependenciesServicepositionServiceNFRsServiceMessagesStateManagement服务模型ServicePortfolioRealizationDecisions识别规范实现决策服务建模步骤：描述Serviceandponent

RealizationDecisions架构决策：买，开发，订阅服务规范：：状态管理决策状态管理架构决策服务规范：：服务消息规范服务提供者与服务消费着之间交换的消息服务规范：：非功能需求服务的非功能需求服务规范：：服务组合

服务规范：：流编排服务形成可组合的服务服务规范：服务依赖关系服务模型中服务间的依赖关系服务规范：ServiceLitmusTest服务规范：：暴露决定一个或一组候选服务暴露为服务的决定。领域分解目标服务建模现有资产分析按业务含义组织、分类的候选服务的表示方式，目的是使服务更加可以管理领域分解目标服务建模现有资产分析在识别阶段发现的候选服务服务建模型:捕获关于服务的信息租车案例示范：–服务模型::服务列表（ServicePortfolio）

–“候选”被暴露的服务ServicePortfolio0RentVehicle1.1Vehicle1.2CheckoutVehicle1.3CheckinVehicle1.1.1CheckRates1.1.2MakeReservation1.2.1LocateReservation1.2.2ModifyReservation1.2.3CreateRentalAgreement1.2.4SignoutVehiclefromLot1.3.1LocateRentalAgreement1.3.2ProcessReturnInformation1.3.3ProcessPayment1.3.4ReturnVehicletoLot1.1.1.1GetLocation(pick-up/drop-off)1.1.1.2GetDate/time(pick-up/drop-off)1.1.1.3ChooseVehicle1.1.1.4GetOptionsInformation1.1.1.5CheckVehicleAvailability1.1.1.6OfferRatesforSelection1.1.2.1ConfirmRentalInformation1.1.2.2GetCustomerInformation1.1.2.3GetPaymentInformation1.1.2.4ConfirmReservation1.1.2.5CreateReservationInthecasestudyexample,every“box”intheprocessdpositionisinitiallyconsidereda“CandidateService”.ServicePortfolioServiceHierarchyServiceExposureServiceDependenciesServicepositionServiceNon-FunctionalRequirementsServiceMessagesRealizationDecisionsStateManagementDecisionsServiceModelAllcandidateservicesarecapturedintheServiceModels“ServicePortfolio”partEXAMPLEForillustrationonly租车案例示范：–服务模型::服务分层结构ServiceHierarchyRental1.2CheckoutVehicle1.3CheckinVehicle1.2.3CreateRentalAgreement1.2.4SignoutVehiclefromLot1.3.1LocateRentalAgreement1.3.2ProcessReturnInformation1.3.4ReturnVehicletoLotPaymentProcessing(Note:ThisisanewFunctionalAreathatwasidentifiedbyevaluatingtheservicesintheServicePortfolio.)1.3.3ProcessPaymentReservation1.1Vehicle1.1.1CheckRates1.1.2MakeReservation1.2.1LocateReservation1.2.2ModifyReservation1.1.1.1GetLocation(pick-up/drop-off)1.1.1.2GetDate/time(pick-up/drop-off)1.1.1.3ChooseVehicle1.1.1.4GetOptionsInformation1.1.1.5CheckVehicleAvailability1.1.1.6OfferRatesforSelection1.1.2.1ConfirmRentalInformation1.1.2.2GetCustomerInformation1.1.2.3GetPaymentInformation1.1.2.4ConfirmReservation1.1.2.5CreateReservationServicePortfolioServiceHierarchyServiceExposureServiceDependenciesServicepositionServiceNon-FunctionalRequirementsServiceMessagesRealizationDecisionsStateManagementDecisionsServiceModelGreenBold:FunctionalArea/ServiceHierarchyCategoryFunctionalAreasofRental,Reservation,andPaymentProcessingarealsogoodcandidatesforsubsystems.TheservicesintheServiceModelisclassifiedandorganizedinto“ServiceHierarchy”–Functionalareasprovideausefulbusinesscontextfordevelopingaclassificationscheme租车案例示范：–服务暴露决定EXAMPLEForillustrationonly0.Rent

Vehicle1.1.1CheckRates1.1.2MakeReservation1.2.1LocateReservation1.2.2ModifyReservation1.2.3CreateRentalAgreement1.2.4SignoutVehiclefromLot1.3.1LocateRentalAgreement1.3.2ProcessReturnInformation1.3.3ProcessPayment1.3.4ReturnVehicletoLot1.1

Vehicle1.2CheckoutVehicle1.3CheckinVehicle1.1.1.1GetLocation(pick-up/drop-off)1.1.1.2GetDate/Time(pick-up/drop-off)1.1.1.3ChooseVehicle1.1.1.4GetOptionsInformation1.1.1.5CheckVehicleAvailability1.1.1.6OfferRatesforSelection1.1.2.1ConfirmRentalInformation1.1.2.2GetCustomerInformation1.1.2.3GetPaymentInformation1.1.2.4ConfirmReservation1.1.2.5CreateReservation=ServicetobeexposedLegendIT系统支持实现业务流程—业务流程的服务架构图Vehicle业务流程流程编排服务原子服务和组合服务服务组件业务应用系统CheckoutVehicleCheckinVehicleRentVehicleIMSDBIMSTransactionsModifyReservationDisplayReservationCreateReservationCancelReservationRateShopReservationServiceponentVehicleFunctionalponentCustomerFunctionalponentRatingFunctionalponentPermissionsTech.ponentModifyReservationDisplayReservationCreateReservationCancelReservationRateShopEXAMPLEForillustrationonly

25小结

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