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Lean Integration: An Integration Factory Approach to Business Agility

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Product Author Bios

John G. Schmidt, Vice President of Global Integration Services at Informatica, advises clients on emerging technologies, develops strategies for enterprise initiatives, and directs Informatica’s Integration Competency Center Practice. He chairs the Integration Consortium, holds several patents, and speaks frequently at industry conferences. He has served as software engineer, project manager, sales representative, professional services manager, program manager and enterprise architect. He honed his integration expertise in industries ranging from banking and retail to telecommunications and utilities.

 

David Lyle, Vice President of Product Strategy at Informatica, previously served as a data warehousing consultant on numerous enterprise-scale, massively parallel warehouse projects. He helped found and grow Influence Software, and later became Informatica's Vice President of Research and Development. His career has ranged from computer hardware design to the software product development.

Lean Integration is an excellent resource for anyone struggling with the challenges of performing integration for a complex enterprise.”

–Steve J. Dennis, Integration Competency Center Director, Nike

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.

Customer Reviews

2 of 2 people found the following review helpful
5.0 out of 5 stars Practical, Experienced, & Conceptual - An Essential Guide, November 4, 2010
This review is from: Lean Integration: An Integration Factory Approach to Business Agility (Paperback)
John Schmidt and David Lyle have created an important and useful book, bringing to market an explanation of Lean Integration for many participants in the software development and implementation community. The book ranges from top-level overviews of lean software and integration practices, to detailed consideration of the use of canonical models in middleware. This is both a strength of the book - its comprehensiveness - and a weakness - it's easy to get lost in the richness of the material. The strength far outweighs the weakness in this case, and I highly recommend the book for anyone involved in large-scale enterprise or inter-enterprise software leadership.

The book starts with an executive summary, covering an overview of Lean in software and elsewhere, leading into a discussion of the "Integration Factory" concept that the authors have promulgated in other forums as well. This is an outstanding idea - that integration itself is a competency, and has repeatable... Read more
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2 of 2 people found the following review helpful
5.0 out of 5 stars Required reading for business and technology professionals, July 17, 2010
This review is from: Lean Integration: An Integration Factory Approach to Business Agility (Paperback)
I really like the way book is organized into three parts. The first part provides a great description of the business value of Lean and introduces all the core concepts in the book. If you don't need all the details, you can just read the first three chapters and you're done. The second part does a terrific job translating lean principles from the world of manufacturing to the world of systems integration. The case studies in part 2 are insightful and show how Lean Integration is not a theory - it is being applied in a real world context. Part 3 of the book provides a prescription or "how to" guide and as such is a great desk-top reference manual. This book is great and a must read for all technology and business practitioners and innovators.

Lean Integration is the wave of the future for optimized business practices defined in the real world context. I bought a print version for my office and a kindle version for when I'm traveling and need to look up something. My... Read more
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1 of 1 people found the following review helpful
5.0 out of 5 stars Holy grail of Integration Management, October 20, 2010
This review is from: Lean Integration: An Integration Factory Approach to Business Agility (Paperback)
This is a masterpiece on Integration Management relevant for both large and small enterprises. The authors have done an excellent job researching best practices and collating them into a coherent, well-organized book. Its an easy read with great insights on day to day integration challenges that surfaces during M&A, Supplier Collaboration, distribution channel optimization, legacy technology management, etc. This book will appeal to both technologists and business managers and provide them with frameworks to think about integration challenges and related best practice based solutions.
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Online Sample Chapter

What Is Lean Integration and Why Is It Important?

Table of Contents

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

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