Lean Integration
An Integration Factory Approach to Business Agility
1st Edition
Published on 18. May 2010
464 pages
978-0-321-71239-4 (ISBN)
Description
Use Lean Techniques to Integrate Enterprise Systems Faster, with Far Less Cost and Risk
By some estimates, 40 percent of IT budgets are devoted to integration. However, most organizations still attack integration on a project-by-project basis, causing unnecessary expense, waste, risk, and delay. They struggle with integration "hairballs": complex point-to-point information exchanges that are expensive to maintain, difficult to change, and unpredictable in operation.
The solution is Lean Integration. This book demonstrates how to use proven "lean" techniques to take control over the entire integration process. John Schmidt and David Lyle show how to establish "integration factories" that leverage the powerful benefits of repeatability and continuous improvement across every integration project you undertake.
Drawing on their immense experience, Schmidt and Lyle bring together best practices; solid management principles; and specific, measurable actions for streamlining integration development and maintenance.
Whether you're an IT manager, project leader, architect, analyst, or developer, this book will help you systematically improve the way you integrate-adding value that is both substantial and sustainable.
Coverage includes
Treating integration as a business strategy and implementing management disciplines that systematically address its people, process, policy, and technology dimensions
Providing maximum business flexibility and supporting rapid change without compromising stability, quality, control, or efficiency
Applying improvements incrementally without "Boiling the Ocean"
Automating processes so you can deliver IT solutions faster-while avoiding the pitfalls of automation
Building in both data and integration quality up front, rather than inspecting quality in later
More than a dozen in-depth case studies that show how real organizations are applying Lean Integration practices and the lessons they've learned
Visit integrationfactory.com for additional resources, including more case studies, best practices, templates, software demos, and reference links, plus a direct connection to lean integration practitioners worldwide.
By some estimates, 40 percent of IT budgets are devoted to integration. However, most organizations still attack integration on a project-by-project basis, causing unnecessary expense, waste, risk, and delay. They struggle with integration "hairballs": complex point-to-point information exchanges that are expensive to maintain, difficult to change, and unpredictable in operation.
The solution is Lean Integration. This book demonstrates how to use proven "lean" techniques to take control over the entire integration process. John Schmidt and David Lyle show how to establish "integration factories" that leverage the powerful benefits of repeatability and continuous improvement across every integration project you undertake.
Drawing on their immense experience, Schmidt and Lyle bring together best practices; solid management principles; and specific, measurable actions for streamlining integration development and maintenance.
Whether you're an IT manager, project leader, architect, analyst, or developer, this book will help you systematically improve the way you integrate-adding value that is both substantial and sustainable.
Coverage includes
Treating integration as a business strategy and implementing management disciplines that systematically address its people, process, policy, and technology dimensions
Providing maximum business flexibility and supporting rapid change without compromising stability, quality, control, or efficiency
Applying improvements incrementally without "Boiling the Ocean"
Automating processes so you can deliver IT solutions faster-while avoiding the pitfalls of automation
Building in both data and integration quality up front, rather than inspecting quality in later
More than a dozen in-depth case studies that show how real organizations are applying Lean Integration practices and the lessons they've learned
Visit integrationfactory.com for additional resources, including more case studies, best practices, templates, software demos, and reference links, plus a direct connection to lean integration practitioners worldwide.
More details
Edition
1. Auflage
Language
English
Place of publication
Hoboken
United States
Publishing group
Pearson Education (US)
Target group
College/higher education
File size
4,49 MB
ISBN-13
978-0-321-71239-4 (9780321712394)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Other editions
Additional editions
Book
05/2010
Addison Wesley
€36.50
Article exhausted; check different version
Persons
John G. Schmidt, Vice President of Global Integration Services at Informatica, advises clients on emerging technologies, develops strategies for enterprise initiatives, and directs the company's Integration Competency Center Practice.
David Lyle, Vice President of Product Strategy at Informatica, uses his years of experience in data warehousing, migration, and MDM to advise clients on successful ICC approaches, as well as guide Informatica's product direction.
David Lyle, Vice President of Product Strategy at Informatica, uses his years of experience in data warehousing, migration, and MDM to advise clients on successful ICC approaches, as well as guide Informatica's product direction.
Content
List of Figures and Tables xv
Foreword xix
Preface xxiii
Acknowledgments xxvii
About the Authors xxix
Introduction xxxi
Part I: Executive Summary 1
Chapter 1: What Is Lean Integration and Why Is It Important? 3
Constant Rapid Change and Organizational Agility 5
The Case for Lean Integration 9
What Is Integration? 11
Integration Maturity Levels 14
Economies of Scale (the Integration Market) 16
Getting Started: Incremental Implementation without "Boiling the Ocean" 20
Chapter 2: A Brief History of Lean 23
The Lean System 29
The Lean Practices 34
Lean Application Trends 41
Case Study: The Value of Lean in Service Industries 44
Chapter 3: The Integration Factory 45
What Is an Integration Factory? 46
The Integration Factory as an Element of an ICC 52
How Does the Integration Factory Work? 55
Integration Factories as Self-Service ICCs 64
Part II: Applying Lean Principles 67
Chapter 4: Focus on the Customer and Eliminate Waste 69
Focus on the Customer 70
Integration Wastes 74
Case Study: Waste Elimination at Clicks-and-Bricks 81
Case Study: Waste Elimination at Big Bank 85
Focus on the Integration Value Chain 87
Chapter 5: Continuously Improve 89
Continuous Learning and Knowledge Management 90
Case Study: Continuous Improvement at Clicks-and-Bricks 91
Chapter 6: Empower the Team 103
What Is a Team? 104
Examples of Empowered Teams in Software 107
Creating an Empowered Lean Integration Team 109
Leadership and Vision 112
Important Practices That Help Enable Empowered Teams 117
Organizing the Team: Thoughts on Organizational Structures 120
Case Study: Smith & Nephew-Integrating Lean Principles with Data Quality 122
Chapter 7: Optimize the Whole 131
Optimize the Whole Rather than Optimize the Parts 132
What Is "the Whole"? An Introduction to Value Stream Mapping 134
Selecting Metrics to Optimize the Whole 139
Chapter 8: Plan for Change and Mass-Customize 145
Techniques for Enabling Constant Change 146
Mass Customization 152
Case Study: Using Mass Customization 159
Chapter 9: Automate Processes and Deliver Fast 163
Pitfalls of Automation-Building "Stuff" Faster 164
Delivering Fast 167
Automating Processes-Using the Computer to Make Complexity Manageable 169
Case Study: Automating Processes at Wells Fargo Home Mortgage 174
Chapter 10: Build Quality In 181
Two Areas of Quality: Data Quality and Integration Quality 182
Quality Evolution and Lean 184
Data Quality 185
Integration Quality 192
Case Study: Building Quality In at a Utility Company ICC 198
Part III: Implementation Practices 203
Chapter 11: Financial Management 205
Challenges 207
Activities 214
Business Case Development 215
Case Study: A "Creating the Wave" Investment Strategy 236
Case Study: Enterprise Data Warehouse Rationalization Business Case 238
Chargeback Accounting 240
Chargeback Case Studies 250
Chapter 12: Integration Methodology 253
Activities 256
Agile versus Lean Methodology 263
Case Study in Simplicity: The Architecture of the Web and REST versus SOA 269
Engagement Services Management 271
Case Study: Integration Methodology in a Decentralized Enterprise 274
Chapter 13: Metadata Management 281
Metadata Scope for Lean Integration 284
Metadata Management Framework 285
Challenges 289
Prerequisites 292
Industry Practices 293
Activities 295
Chapter 14: Information Architecture 301
Challenges 304
Prerequisites 308
Activities 309
Methodology 310
Information Architecture Models 312
Data at Rest 317
Chapter 15: Business Process Management 321
Data-in-Motion Models 324
Activities 326
Architecture 328
Case Study: The Post Closing Systems Architecture 330
Chapter 16: Modeling Management 333
Service-Oriented Architecture Can Create a New Hairball 336
Challenges 339
Coupling and Cohesion Framework 343
Canonical Modeling Techniques 345
Navigating the Modeling Layers 350
Activities 352
Case Study: European Interoperability Framework 357
Case Study: Object-Relational Mismatch 359
Chapter 17: Integration Systems 361
What Is an Integration System? 362
Integration Systems Taxonomy 364
Challenges 369
Industry Practices 370
Activities 371
Portfolio Rationalization 378
Appendix A: Lean Terminology 387
Appendix B: Integration Laws 395
Law #1: The Whole Is Greater than the Sum of Its Parts 395
Law #2: There Is No End State 396
Law #3: There Are No Universal Standards 396
Law #4: Information Adapts to Meet Local Needs 397
Law #5: All Details Are Relevant 397
Appendix C: Glossary 399
Common Acronyms 399
Definitions 400
Index 409
Foreword xix
Preface xxiii
Acknowledgments xxvii
About the Authors xxix
Introduction xxxi
Part I: Executive Summary 1
Chapter 1: What Is Lean Integration and Why Is It Important? 3
Constant Rapid Change and Organizational Agility 5
The Case for Lean Integration 9
What Is Integration? 11
Integration Maturity Levels 14
Economies of Scale (the Integration Market) 16
Getting Started: Incremental Implementation without "Boiling the Ocean" 20
Chapter 2: A Brief History of Lean 23
The Lean System 29
The Lean Practices 34
Lean Application Trends 41
Case Study: The Value of Lean in Service Industries 44
Chapter 3: The Integration Factory 45
What Is an Integration Factory? 46
The Integration Factory as an Element of an ICC 52
How Does the Integration Factory Work? 55
Integration Factories as Self-Service ICCs 64
Part II: Applying Lean Principles 67
Chapter 4: Focus on the Customer and Eliminate Waste 69
Focus on the Customer 70
Integration Wastes 74
Case Study: Waste Elimination at Clicks-and-Bricks 81
Case Study: Waste Elimination at Big Bank 85
Focus on the Integration Value Chain 87
Chapter 5: Continuously Improve 89
Continuous Learning and Knowledge Management 90
Case Study: Continuous Improvement at Clicks-and-Bricks 91
Chapter 6: Empower the Team 103
What Is a Team? 104
Examples of Empowered Teams in Software 107
Creating an Empowered Lean Integration Team 109
Leadership and Vision 112
Important Practices That Help Enable Empowered Teams 117
Organizing the Team: Thoughts on Organizational Structures 120
Case Study: Smith & Nephew-Integrating Lean Principles with Data Quality 122
Chapter 7: Optimize the Whole 131
Optimize the Whole Rather than Optimize the Parts 132
What Is "the Whole"? An Introduction to Value Stream Mapping 134
Selecting Metrics to Optimize the Whole 139
Chapter 8: Plan for Change and Mass-Customize 145
Techniques for Enabling Constant Change 146
Mass Customization 152
Case Study: Using Mass Customization 159
Chapter 9: Automate Processes and Deliver Fast 163
Pitfalls of Automation-Building "Stuff" Faster 164
Delivering Fast 167
Automating Processes-Using the Computer to Make Complexity Manageable 169
Case Study: Automating Processes at Wells Fargo Home Mortgage 174
Chapter 10: Build Quality In 181
Two Areas of Quality: Data Quality and Integration Quality 182
Quality Evolution and Lean 184
Data Quality 185
Integration Quality 192
Case Study: Building Quality In at a Utility Company ICC 198
Part III: Implementation Practices 203
Chapter 11: Financial Management 205
Challenges 207
Activities 214
Business Case Development 215
Case Study: A "Creating the Wave" Investment Strategy 236
Case Study: Enterprise Data Warehouse Rationalization Business Case 238
Chargeback Accounting 240
Chargeback Case Studies 250
Chapter 12: Integration Methodology 253
Activities 256
Agile versus Lean Methodology 263
Case Study in Simplicity: The Architecture of the Web and REST versus SOA 269
Engagement Services Management 271
Case Study: Integration Methodology in a Decentralized Enterprise 274
Chapter 13: Metadata Management 281
Metadata Scope for Lean Integration 284
Metadata Management Framework 285
Challenges 289
Prerequisites 292
Industry Practices 293
Activities 295
Chapter 14: Information Architecture 301
Challenges 304
Prerequisites 308
Activities 309
Methodology 310
Information Architecture Models 312
Data at Rest 317
Chapter 15: Business Process Management 321
Data-in-Motion Models 324
Activities 326
Architecture 328
Case Study: The Post Closing Systems Architecture 330
Chapter 16: Modeling Management 333
Service-Oriented Architecture Can Create a New Hairball 336
Challenges 339
Coupling and Cohesion Framework 343
Canonical Modeling Techniques 345
Navigating the Modeling Layers 350
Activities 352
Case Study: European Interoperability Framework 357
Case Study: Object-Relational Mismatch 359
Chapter 17: Integration Systems 361
What Is an Integration System? 362
Integration Systems Taxonomy 364
Challenges 369
Industry Practices 370
Activities 371
Portfolio Rationalization 378
Appendix A: Lean Terminology 387
Appendix B: Integration Laws 395
Law #1: The Whole Is Greater than the Sum of Its Parts 395
Law #2: There Is No End State 396
Law #3: There Are No Universal Standards 396
Law #4: Information Adapts to Meet Local Needs 397
Law #5: All Details Are Relevant 397
Appendix C: Glossary 399
Common Acronyms 399
Definitions 400
Index 409
