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This page is a sandbox area to test various ideas on how to frame questions. The actual u questionnaire is a Google form. For that form there are 2 supporting pages:

  1. Explanatory notes
  2. Comments on the questions

1. SOA maturity of your organization

  1. Can you describe the SOA level of maturity of your organization using the terminology of the HP capability model (see notes)? If you represent a project (rather than an institution then Business, Program Management and Operations may not be applicable).








    Comments on the rank

















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    Enabling technologies
















If your organization has experienced a growth in maturity:

  1. Has there been a significant change in your maturity level in the last 5 years
  2. What were the drivers for the change?
    1. The need for Enterprise Integration of back-end administrative systems (HR, Finances, Student)
    2. The need for better Master Data Management
    3. An Identity and Access Management program
    4. The need for greater agility
    5. The need to integrate learning systems
    6. Other (please specify)
  3. What were the most significant activities that contributed to this increased maturity?
    1. Organizational change 
    2. Technological change (such as the introduction of an ESB)
    3. Risk management

2. Are industry (vertical) standards being used either directly or, to provide guidance.

How is the standard being used (or are you developing home-grown standards):...linked to governance

  1. For internal enterprise integration
  2. For interoperability with agencies outside your organization
  3. Is there an enterprise commitment to this standard
  1. HR XML
  2. PESC (be specific about which ones)
  3. IMS Global (be specific about which ones)
    1. LIS
    2. LTI
    3. Etc
  4. Other
  5. Kuali
    1. Kuali Student
    2. Kuali Identity Management

3. Governance

Describe governance structures that support SOA.  Is this governance enterprise-wide or distributed.

  1. Inventory Management (service inventory).  Publication of contracts.  Is there an enterprise wide process for managing this?
    1. Do you have processes for documenting and publishing the services
    2. Do you have processes for managing changes to the services (change management)
    3. Is there any gate keeping over the publication of services (assuming you have an overall SOA for your enterprise)
  2. Data Governance.  Successful SOA and successful data management go together?
    1. Have you developed a conceptual enterprise data model (or parts of one) ?
    2. Do you have data stewards.  Do data stewards contribute to the definition of services?
    3. Is there an MDM (master data management) strategy?
    4. How does this connect to service message structures?
  3. Has SOA changed your IT governance? If so how?
  4. Has SOA introduced new roles and/or responsibilities?

4. Identity and access management

  1. How do your services interact with your enterprise IAM frameworks?
    1. Authentication
    2. Authorization
    3. The management and distribution of user attributes
  2. How do you manage trust in a distributed environment?
    1. Service-to-service authentication
    2. Service to service authorization (if applicable)
    3. The distribution of user attributes
    4. SSO

5. SOA design principles

  1. Design approach
    1. Conceptual models
      1. Have you developed enterprise capability maps
      2. Have you developed an enterprise ontology
      3. Have you developed an enterprise conceptual data architecture
    2. How do you design your contracts?
      1. Contract first
      2. Bottom up (java annotations)
  2. Message syntax (notes). Different message styles are appropriate for different contexts. Which ones do you use?
    1. SOAP
    2. REST
    3. Plain old XML (POX)
    4. Other
  3. Documentation. How do you document your service contracts?
    1. Interfaces published in javadoc
    2. XML schema
    3. Textual descriptions on wikis
  4. How do you mange trust between the various components
  5. If some components are in the cloud, how will that affect your security architecture
  6. Messaging: synch/asynch

6. Technologies

  1. Is a commercial "turnkey" SOA solution being used:
    1. Oracle fusion
    2. IBM websphere
  2. Are any open source or open source plus support solutions being used for an ESB:
    1. MuleSoft
    2. WSO2
    3. Fuse
    4. Apache ServiceMix
  3. Standards
    1. XML binding JAXB, JAX-WS, other
    2. SAML
  4. Has SOA led you to re-engineer your infrastructure? For example, if your data warehouse is the current hub of data exchange, does SOA change this?

7. Cost benefit analysis

  1. Metrics
    1. Cost to build each service
    2. Integration costs related to service re-use
    3. service reuse opportunities
  2. Strategic Value -- ROI
    1. Have processes been improved?
    2. Have new capabilities been provided?
    3. What other benefits have resulted from SOA, e.g., reusabile services  reduced development time  better access to enterprise data  rationalization of business process?

8. Individual SOA projects and initiatives:

List up to three projects.  Distinguish between SOA projects and projects that involve SOA.  Where do these fall in the SOA maturation.  Top-down or bottom-up.  What business processes are being supported.  How does this project move you forward in the maturity model.  Does not have to be a technology project?   SizrWhat are the goals of the project?  Quantification.  Can we make generalizations about where there is the most activity?

  1. Where they fall on the project lifecycle:
    1. Investigation
    2. Planning
    3. Execution
    4. Review
  2. What were the goals (business and technology)
  3. What business domains are addressed by this project:
    1. Learning tools ecosystem
      1. Learningt objects
      2. e-Portfolio
    2. Administrative systems
      1. Student (recruitment, admissions, academic records, registration, awards and financial aid, degree audit, advising)
      2. HR (recruitment, benefits, payroll, pension, leaves)
      3. Finance
    3. Research (grant applications, ethics, funding, publications)
      1. Publications
  4. Enterprise infrastructure
    1. Workflow
    2. Other (please describe)
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