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SOA:
Syndication-Oriented Architecture?

       Rohit Khare, Co-Founder
        Ron Rasmussen, CTO
Welcome!

•   Questions & Answers
    • Use the chat window to the right of the presentation screen to ask
      presenters questions.
    • Questions will be addressed at the end of the presentation or
      afterward, directly with you.
•   Copies of the Presentation
    • The presentation can also be viewed at
      http://www.slideshare.net. Search on “KnowNow,” “SynOA,” or
      “Syndication-Oriented Architecture.”
    • Alternatively, we’d be happy to send you a copy of the slides;
      send jhaber@knownow.com a request for slides.
    • Also, a recorded version of this presentation will be available on
      demand.

                                 KnowNow © 2007
Agenda

• Introductions
• A ‘Social Software’ Scenario
• SynOA in a Nutshell
• KnowNow’s Approach to SynOA
• Questions & Answers




                        KnowNow © 2007
Information Management Status Quo


   >50%                  Irrelevant email per employee




    16              Portal clicks needed to find content




   <50%            Searches that return relevant content




 2,500
$2,500              Annual loss per employee due to an
                 inability to locate and retrieve information


                    KnowNow © 2007
Information Overload
                               Enterprise                                   Internet

                                                                                                     communicating

                                                                             searching
                   searc
                        hing
                                                                                               ing
                                                                                           arch
                                                                                         se

                  searc
                       hing                                                                        ing
                                      Exponential                                           search
                                                      Blogs &
                                      Information      wikis
                       ing
                search                  Growth                                                searching
                                                                         Exponential
                                                                         Information
                                                                           Growth
            g              g                                                                     sea
      oratin            hin                                                                         rchi
collab               arc                                                                                ng
                   se
                          searching



     Employees                                 communicating
                                                                                              Customers /
                                                                                               Partners


                             Information overload creates a gap.                                             5
                                                        KnowNow © 2007
Who Uses SynOA?




                  KnowNow © 2007
Business Intelligence
That’s Actually Intelligent

• Real-time, Social Collaboration (“Web 2.0”)
   • There’s a new opportunity to connect employees, partners, and customers
     that bypasses overflowing inboxes, static portals, and empty search boxes.
   • The “Web 2.0” buzzword refers to a very real phenomenon: unlocking the long-
     awaited potential of large-scale, real-time social collaboration inside the enterprise.


• Extending Service-Oriented Architecture (SOA)
   • IT Architects have adopted the concept of a ‘service bus’ that can route
     messages and notifications between any set of applications and hosted services.
   • The SOA approach to application integration applies to people and groups, too.


• Benefits of Syndication-Oriented Architecture (SynOA)
   • This talk introduces our vision for connecting people to applications and each other.
   • RSS/Atom feeds can begin bridging the “information gap” between existing
     information systems and the new world of blogs, wikis, and instant messages…


                                               KnowNow © 2007
Software Architectures

 • Examples of Architectural Styles
    • Pipe-and-Filter: components process text streams in series
    • Client/Server: components coordinate with single data store
    • REST: Web pages that ‘represent’ objects can be cached

 • Service-Oriented Architecture isn’t quite a style:
    • SOA doesn’t quite constrain how applications behave
       • Underlying services can exhibit any of the styles above
    • …but SOA does prescribe how they communicate

 • Syndication-Oriented Architecture is analogous:
    • People and groups have all sorts of collaboration patterns
    • … but it would be better to integrate messages from
      applications; and to track how information flows to optimize it

                              KnowNow © 2007
A ‘Social Software’ Scenario

 • Imagine you’re managing a field service force:
    • Trouble tickets, dispatchers, spare parts, mobile users…
    • State-of-the-art reporting of key performance indicators.

 • Current Challenges
    • What if one repair team missing a part could fire off an SMS to
      ask everyone else working in their area to check?
    • Can sales reps stay on top of disruptions to their clients?

 • New Opportunities
    • Suppose Engineering could track chatter about problematic
      parts from field notes — without reading everything else…
    • Could you mine industry ‘buzz’ to keep your employees,
      partners, and customers in the loop on the latest news?

                             KnowNow © 2007
SynOA in a Nutshell: The Five Levels

 1. PUBLICATION
    •   One standard for capturing all messages (‘RSS-ifying’)

 2. SUBSCRIPTION
    •   Easy rules for filtering interesting messages

 3. DISTRIBUTION
    •   Wide range of delivery options to PCs, smartphones, etc.

 4. PERSONALIZATION
    •   Learning what each recipient really needs to know, now.

 5. COLLABORATION
    •   Tapping into the ‘Wisdom of Crowds’ to learn from groups.

                              KnowNow © 2007
SynOA: A Roadmap

The Five SynOA Levels can guide…

•   Deployment strategy
     • Consider implementing each of these levels in order
     • There are concrete benefits and ROI at each stage

•   Development strategy
     • Helps analyze the capabilities and relationships of competing,
       overlapping products and services already on the market
     • Also defines software interfaces for developing custom plugins

•   Business strategy
     • What can your business do for its customers, partners, and
       employees in an overloaded knowledge economy?
     • In any relationship & expertise-driven business, the edge is in
       augmenting the entire team’s breadth, depth, and speed

                                KnowNow © 2007
Bridging the Information Gap
                                                                                         KnowNow
                                                           3rd party                       Live                          Mobile
                                                             portals                                                                       Desktop
                                  Email                                                                                                     Alerts


            RSS                                                                                                                                           Google
           Readers                                                                                                                                        Sidebar


                                               BusinessPush InformationBusiness
                                            Communications         Event Notifications
                                                                                          Relevancy
                                                                                           Services
                                                                  Transformation     Automate
                                                                                      Personalization            Administration
                                                                  • Aggregation       • Filtering                • Security
                                                                  • Routing          Relevancy
                                                                                      • Recommendations          • Compliance


                      Persistent Data Monitoring Services

             Adapters: DBMS              XML           RSS            Email         Monitor Data
                                                                               OpenSearch Connectors:                    JS   COM   .Net    Java     Web Services

                                                    Internal Content & Data                                                           External Content
Examples




              Email         Content    Enterprise       Enterprise      Databases    KnowNow      Blogs &   Enterprise
                          Management    Portals        Applications                 SpeedWriter    wikis     Search



                                                                                       KnowNow © 2007
The Value of Bridging the Gap


                                                                               Customers
                Employees                                                                                                    Partners



                                     Increase                                                                    Eliminate
                • Speed of relevant communications                                           • Portal failures
                • Organizational awareness &                                                 • Email overload
                  collaboration
                                                                                             • Knowledge gaps
                • Productivity and revenue


                                              Internal Content & Data                                                  External Content
Examples




            Email     Content    Enterprise       Enterprise    Databases    KnowNow      Blogs &   Enterprise
                    Management    Portals        Applications               SpeedWriter    wikis     Search


                                                                               KnowNow © 2007
Start Small, Think Big
                                                                                                     Unlock Mission-Critical
                     Start Small                          Grow Methodically
                                                                                                          Information
 • Start with a selection of 25-                  • Add additional RSS sources                    • Add more non-RSS content sources
   50 RSS formatted sources
   with easy integration                          • Add premium content sources                   • Add more users
   (external news feeds,                            w/automatic authentication
   blogosphere searches)                          • Additional users
 • Start with a limited subset of                 • Integrate to 1-2 key internal
   superusers (10 – 100)                            content sources




           Event-driven Services               Alerts / Notifications                     Transformation        Compliance / Auditing
               Aggregation                           Filtering                               Security                Analytics




                                     Internal Content & Data                                                External Content
Examples




             Email     Content    Enterprise    Enterprise    Databases    Enterprise   Blogs &
                     Management    Portals     Applications                 Search       wikis
                                                                                                                                        14
                                                                          KnowNow © 2007
Improving Downstream Customer Processes
Solution: Business Event Notification
                                                       One of the largest banks in the US
Background:                                             with $500+ billion in assets, that
                                                         provides banking, insurance,
• Six major customer data warehouse
  platforms across different business units               investments, mortgage and
                                                       consumer finance for more than 23
• Customer data integrity constant issue                million customers through 6,200
                                                                   branches.
Challenge:
• Aligning metadata across all platforms
• Ensuring errors at data- or schema-level
  are identified and fixed immediately

Benefits:
• Drastic reduction in latency between error
  origination and resolution
• Significant increase in customer data
  integrity
                                      KnowNow © 2007
Building Stronger Relationships in the Branch
Solution: Business Communications
 Background:                                              Among the 25 largest banks in the United
 • No consistent method of corporate                      States. Differentiates from competitors by
   communication to all employees
 • Unable to target messages based on                      providing personalized, high-quality and
   office/location/function                                 responsive service. The bank has 321

 Challenge:                                                branch offices in California and 10,000+
 • Thousands of distributed employees – some                             employees.
   without access to email
 • Constantly in process of deploying new
   knowledge management systems to employees

 Benefits:
 • Able to quickly deploy new employee HR
   messaging
 • Increase employee morale and retention
 • Reduce information overload in email inboxes


                                         KnowNow © 2007
Unlocking the Value of Portal Investments
Solution: Business Communications
                                                         One of the world’s largest IT outsourcers
 Background:
                                                             with more than 40,000 employees
 • Strategic position: low cost / high quality
   IT outsourcing; need to maintain position              distributed over 120 countries. Recently
 • No consistent method of direct                        added to the S&P 500, and ranked among
   knowledge “delivery”
                                                         the top information technology companies
 • Information trapped in 20+ intranets /
   knowledge bases                                            in BusinessWeek's Hot Growth

                                                                        Companies.
 Challenge:
 • Delivery of consistent knowledge
   communications
 • Thousands of distributed technical
   employees – speed matters

 Benefits:
 • Drive portal and knowledgebase usage
 • Increase knowledge worker effectiveness
                                        KnowNow © 2007
Q&A

                                                    Action Items
• Push critical, revenue-generating
  information to the front line

• Bridge the information                     1. Get a copy of the white
  management gap                                paper:

                                                  “SOA: Syndication-
• Drive more value out of SOA and
  existing email systems, portals,                Oriented Architecture?”
  and search engines
                                             2.    See a demonstration
• Extend SOA to the desktop and
  beyond the firewall                             (877) 561-KNOW (5669)
                                              salesinfo@knownow.com
• Reach more employees,                          www.knownow.com
  partners, and/or customers


                            KnowNow © 2007

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SOA: Syndication-Oriented Architecture for Real-Time Collaboration

  • 1. SOA: Syndication-Oriented Architecture? Rohit Khare, Co-Founder Ron Rasmussen, CTO
  • 2. Welcome! • Questions & Answers • Use the chat window to the right of the presentation screen to ask presenters questions. • Questions will be addressed at the end of the presentation or afterward, directly with you. • Copies of the Presentation • The presentation can also be viewed at http://www.slideshare.net. Search on “KnowNow,” “SynOA,” or “Syndication-Oriented Architecture.” • Alternatively, we’d be happy to send you a copy of the slides; send jhaber@knownow.com a request for slides. • Also, a recorded version of this presentation will be available on demand. KnowNow © 2007
  • 3. Agenda • Introductions • A ‘Social Software’ Scenario • SynOA in a Nutshell • KnowNow’s Approach to SynOA • Questions & Answers KnowNow © 2007
  • 4. Information Management Status Quo >50% Irrelevant email per employee 16 Portal clicks needed to find content <50% Searches that return relevant content 2,500 $2,500 Annual loss per employee due to an inability to locate and retrieve information KnowNow © 2007
  • 5. Information Overload Enterprise Internet communicating searching searc hing ing arch se searc hing ing Exponential search Blogs & Information wikis ing search Growth searching Exponential Information Growth g g sea oratin hin rchi collab arc ng se searching Employees communicating Customers / Partners Information overload creates a gap. 5 KnowNow © 2007
  • 6. Who Uses SynOA? KnowNow © 2007
  • 7. Business Intelligence That’s Actually Intelligent • Real-time, Social Collaboration (“Web 2.0”) • There’s a new opportunity to connect employees, partners, and customers that bypasses overflowing inboxes, static portals, and empty search boxes. • The “Web 2.0” buzzword refers to a very real phenomenon: unlocking the long- awaited potential of large-scale, real-time social collaboration inside the enterprise. • Extending Service-Oriented Architecture (SOA) • IT Architects have adopted the concept of a ‘service bus’ that can route messages and notifications between any set of applications and hosted services. • The SOA approach to application integration applies to people and groups, too. • Benefits of Syndication-Oriented Architecture (SynOA) • This talk introduces our vision for connecting people to applications and each other. • RSS/Atom feeds can begin bridging the “information gap” between existing information systems and the new world of blogs, wikis, and instant messages… KnowNow © 2007
  • 8. Software Architectures • Examples of Architectural Styles • Pipe-and-Filter: components process text streams in series • Client/Server: components coordinate with single data store • REST: Web pages that ‘represent’ objects can be cached • Service-Oriented Architecture isn’t quite a style: • SOA doesn’t quite constrain how applications behave • Underlying services can exhibit any of the styles above • …but SOA does prescribe how they communicate • Syndication-Oriented Architecture is analogous: • People and groups have all sorts of collaboration patterns • … but it would be better to integrate messages from applications; and to track how information flows to optimize it KnowNow © 2007
  • 9. A ‘Social Software’ Scenario • Imagine you’re managing a field service force: • Trouble tickets, dispatchers, spare parts, mobile users… • State-of-the-art reporting of key performance indicators. • Current Challenges • What if one repair team missing a part could fire off an SMS to ask everyone else working in their area to check? • Can sales reps stay on top of disruptions to their clients? • New Opportunities • Suppose Engineering could track chatter about problematic parts from field notes — without reading everything else… • Could you mine industry ‘buzz’ to keep your employees, partners, and customers in the loop on the latest news? KnowNow © 2007
  • 10. SynOA in a Nutshell: The Five Levels 1. PUBLICATION • One standard for capturing all messages (‘RSS-ifying’) 2. SUBSCRIPTION • Easy rules for filtering interesting messages 3. DISTRIBUTION • Wide range of delivery options to PCs, smartphones, etc. 4. PERSONALIZATION • Learning what each recipient really needs to know, now. 5. COLLABORATION • Tapping into the ‘Wisdom of Crowds’ to learn from groups. KnowNow © 2007
  • 11. SynOA: A Roadmap The Five SynOA Levels can guide… • Deployment strategy • Consider implementing each of these levels in order • There are concrete benefits and ROI at each stage • Development strategy • Helps analyze the capabilities and relationships of competing, overlapping products and services already on the market • Also defines software interfaces for developing custom plugins • Business strategy • What can your business do for its customers, partners, and employees in an overloaded knowledge economy? • In any relationship & expertise-driven business, the edge is in augmenting the entire team’s breadth, depth, and speed KnowNow © 2007
  • 12. Bridging the Information Gap KnowNow 3rd party Live Mobile portals Desktop Email Alerts RSS Google Readers Sidebar BusinessPush InformationBusiness Communications Event Notifications Relevancy Services Transformation Automate Personalization Administration • Aggregation • Filtering • Security • Routing Relevancy • Recommendations • Compliance Persistent Data Monitoring Services Adapters: DBMS XML RSS Email Monitor Data OpenSearch Connectors: JS COM .Net Java Web Services Internal Content & Data External Content Examples Email Content Enterprise Enterprise Databases KnowNow Blogs & Enterprise Management Portals Applications SpeedWriter wikis Search KnowNow © 2007
  • 13. The Value of Bridging the Gap Customers Employees Partners Increase Eliminate • Speed of relevant communications • Portal failures • Organizational awareness & • Email overload collaboration • Knowledge gaps • Productivity and revenue Internal Content & Data External Content Examples Email Content Enterprise Enterprise Databases KnowNow Blogs & Enterprise Management Portals Applications SpeedWriter wikis Search KnowNow © 2007
  • 14. Start Small, Think Big Unlock Mission-Critical Start Small Grow Methodically Information • Start with a selection of 25- • Add additional RSS sources • Add more non-RSS content sources 50 RSS formatted sources with easy integration • Add premium content sources • Add more users (external news feeds, w/automatic authentication blogosphere searches) • Additional users • Start with a limited subset of • Integrate to 1-2 key internal superusers (10 – 100) content sources Event-driven Services Alerts / Notifications Transformation Compliance / Auditing Aggregation Filtering Security Analytics Internal Content & Data External Content Examples Email Content Enterprise Enterprise Databases Enterprise Blogs & Management Portals Applications Search wikis 14 KnowNow © 2007
  • 15. Improving Downstream Customer Processes Solution: Business Event Notification One of the largest banks in the US Background: with $500+ billion in assets, that provides banking, insurance, • Six major customer data warehouse platforms across different business units investments, mortgage and consumer finance for more than 23 • Customer data integrity constant issue million customers through 6,200 branches. Challenge: • Aligning metadata across all platforms • Ensuring errors at data- or schema-level are identified and fixed immediately Benefits: • Drastic reduction in latency between error origination and resolution • Significant increase in customer data integrity KnowNow © 2007
  • 16. Building Stronger Relationships in the Branch Solution: Business Communications Background: Among the 25 largest banks in the United • No consistent method of corporate States. Differentiates from competitors by communication to all employees • Unable to target messages based on providing personalized, high-quality and office/location/function responsive service. The bank has 321 Challenge: branch offices in California and 10,000+ • Thousands of distributed employees – some employees. without access to email • Constantly in process of deploying new knowledge management systems to employees Benefits: • Able to quickly deploy new employee HR messaging • Increase employee morale and retention • Reduce information overload in email inboxes KnowNow © 2007
  • 17. Unlocking the Value of Portal Investments Solution: Business Communications One of the world’s largest IT outsourcers Background: with more than 40,000 employees • Strategic position: low cost / high quality IT outsourcing; need to maintain position distributed over 120 countries. Recently • No consistent method of direct added to the S&P 500, and ranked among knowledge “delivery” the top information technology companies • Information trapped in 20+ intranets / knowledge bases in BusinessWeek's Hot Growth Companies. Challenge: • Delivery of consistent knowledge communications • Thousands of distributed technical employees – speed matters Benefits: • Drive portal and knowledgebase usage • Increase knowledge worker effectiveness KnowNow © 2007
  • 18. Q&A Action Items • Push critical, revenue-generating information to the front line • Bridge the information 1. Get a copy of the white management gap paper: “SOA: Syndication- • Drive more value out of SOA and existing email systems, portals, Oriented Architecture?” and search engines 2. See a demonstration • Extend SOA to the desktop and beyond the firewall (877) 561-KNOW (5669) salesinfo@knownow.com • Reach more employees, www.knownow.com partners, and/or customers KnowNow © 2007