Sunday, 17 February 2008

2004_02_01_schneider_archive



Analysis of Orchestration Space

I know it isn't traditional to post your competitive analysis - but

I'm not very traditional. Here is a copy of my internal analysis of

the orchestration space (from an OpenStorm perspective).

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Don,

You were asking about competition. Here's a breakdown:

High-end EAI: (SeeBeyond, Tibco, Vitria, WebMethods.)

Big 3 (IBM, BEA, MS)

BPEL Pure Plays (Collaxa, FiveSight, Vergil, Choreology)

Web Service Networks with BPEL (GrandCentral)

Workflow (Dralasoft, Reactor)

Pure play BPM (Lombardi, Fuego, Savvion, Intalio)

JMS and ESB providers (SpiritSoft, Sonic, Fiorrano)

Web Service platform providers (Systinet, CapeClear)

The fact is... orchestration is a sweet spot and people are looking at

it from many different angles. Here's my take on how it might play

out:

High-end EAI - These guys are having a hard time competing on cost and

putting together a message that doesn't bastardize their current

high-end revenue stream. They will likely take a 'wait and see'

attitude towards orchestration, putting out an offering, but not

really marketing it. It is likely that they will spread some FUD about

orchestration, saying it is slow or lacks functionality and that their

proprietary offerings are more 'seasoned'. Ultimately they will have

to play in the game or will become outdated.

The Big 3 (IBM, MS, BEA) have a different story to tell. Their story

is "Orchestration is great, but it is only a small piece of the

puzzle". They won't try to have the best orchestration offering, just

one that integrates into their stack the best. IBM shops will want

IBM, MS shops will want MS... These guys will get a significant piece

of the pie; they always do - people buy here for peace of mind. BEA

may have a bigger challenge; their offering lacks substance and BEA

doesn't have the clout that MS or IBM have.

BPEL pure plays - perhaps a more interesting category. Collaxa came

out with an early lead but then went on to put out 14 or so betas and

still haven't knocked it out of the park. Vergil, Choreology and

FiveSight are all still a bit early - mostly in stealth. Thus too

early to tell. Expect to see these guys either partner, strategic

partner or drop into a niche market.

Web Service Networks - A couple of months ago Grand Central announced

that their web services network would support BPEL. Although I'm not

sure, it appears as though they rolled their own implementation of

BPEL - which would be odd for an infrastructure provider. The

implementation had a significant number of non-standardized extensions

which I believe they needed to more fully support their existing

network. Maintaining a BPEL engine is a bitch - in the long run, I

would expect GC to OEM an engine from somewhere else - unless they are

getting out of the ASP market all together.

Workflow - Workflow and Web Service Orchestration may seem like a

similar problem, but in reality they are very, very different. Some of

the vendors that claim features similar (but different) will likely

confuse uneducated buyers -but the customers that we want will know

the difference.

Pure Play BPM - These guys have had every opportunity to break up

their monolithic architectures into a component-ized (or service

oriented) architecture. As far as I know, none of them have made

significant progress down this path. Intalio seems to get it but

doesn't seem to be delivering the message. If these guys start

delivering a "SO-BPM" story (Service Oriented BPM), watch out - they

could be real contenders (of course, they will have to have product to

back it up).

JMS / ESB - Here there are two categories 1. Sonic, 2. Everyone else -

The fact is, Sonic is a marketing machine. I tip my hat to them. These

guys not only could sell ice to Eskimos - they do! In the short term,

I think they will be the single biggest threat. However, they have

some baggage they bring with them (JMS is commoditized, ESB will

eventually be a joke) All of the other ESB vendors will have to

compete based on product features/functionality/price (think bake-offs

against Sonic).

Web Service Platforms - Oddly, there are really only 2 platform

providers left (Cape Clear and Systinet). Both of the players will

need to get an orchestration offering. Their issue will be to knock

orchestration out of the park - otherwise they will have to lead with

their less expensive and commoditized SOAP stacks - and then try to

upsell to a more expensive offering.

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If you believe in the 'web services programming model', 'service

oriented integration' or 'pervasive integration' then it is only a

matter of time before you realize that orchestration is the flagship

of this rather complex offering. Protocol offerings should be built

into the operating system (and will be). Queues are commoditized...

and making 'web service enabled queues' takes about a day of

engineering effort. The 80-20 rule on transformation makes out of the

box, pipelined XSL offerings attractive. However, debugging a

distributed, service oriented, message based, declarative policy

based, multi-platform, asynchronous, concurrent, cross-enterprise

process is.... "hard". The issue around orchestration will quickly

turn to 'total cost of ownership' - the vendor that wins will be the

one that allows the enterprise to reduce the cost of maintaining

production instances (keeping the service network up, debugging

issues, resolving performance problems, maintaining version, etc.) The

offerings will have to go beyond orchestration and into 'composite

distributed applications'. The expectations that will be placed on our


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