Case Studies

Turning "tech speak" to "business use"

Todd Herman

One strength of our firm is our ability to quickly understand "tech speak" — advanced technology concepts that initially excite technical personnel — and turn it into "business use" for executives and line-of-business managers. A good example of this is shown in this month's case study, which deals with Service Oriented Architecture (SOA) and web services.

Service Oriented Architecture

SOA has been around conceptually for many years, but has gained momentum and validation with IBM, Microsoft, Sun, SAP, and others participating in developing — and agreeing to follow — a common set of standards about how the underlying architecture would work. Since then, these companies have worked to incorporate many web service standards into their products and make them practical and usable. The base level of web services generally accepted to qualify as an SOA include:

  • The XML markup language for describing data.

  • The HTTP protocol for communicating between clients and servers.

  • The SOAP protocol for exchanging XML messages using the HTTP protocol.

  • The Web Services Description Language (WSDL), which is an XML-based description of how a client ("consumer") interacts with a web service on the server ("provider").

What's the "business use" of this "tech speak"? There are several:

data tunnel

  • SOA is based on open web service standards that have gained broad industry acceptance — thus, businesses are less constrained by proprietary vendor technology.

  • SOA permits different systems, based on different technologies, to communicate with each other — potentially simplifying integration of these systems.

  • SOA permits composite applications (also called "enterprise mashups"), which are applications combining functions from multiple sources to provide an integrated user experience — this enables greater business agility by making it easier for systems to be quickly tailored to a changed environment.

  • More broadly, SOA can help ensure that actual business processes are represented in the software application as distinct services — thereby linking information systems functionality with specific business requirements.

The project featured in this case study takes advantage of the SOA capabilities in the relevant products — IBM Lotus Notes/Domino, BlackBerry Mobile Data System, and Windows Mobile Compact Framework. While this project reflects a relatively simple application, it illustrates how applying SOA — to develop a "provider" service in the Contact Management database, and to develop "consumer" services for the BlackBerry and Windows Mobile devices — allows:

  • Efficient extraction and delivery of information to different types of clients.

  • Development of "provider" services in the native rapid application development (RAD) environment of the host application.

  • Development of "consumer" services in platform-specific RAD tools, where the tools use the data description obtained from the "provider" to rapidly generate data entry and data results screens.

In a recent issue of Consulting Magazine, technology research firm Gartner predicts that SOA will provide the basis for 80% of new development projects by 2008. Gartner goes on to say that "through 2015, service-oriented architecture will transform software from an inhibitor to an enabler of business change."

Are you ready for technology to transform business? We are!

We are excited to be in discussions to develop the mobile capabilities of a middle-market ERP package, which would enable capabilities such as those illustrated in this case study. We hope to be able to announce something on this later in the year.

Sincerely yours,

Todd L. Herman

PSClick Here for The Agile CFO Survey »

PPS — For an update on Todd's Results, click here. For background on this, please see:

Case Study: Using Web Services to Deliver Information to Mobile Devices


A professional services firm has its contact management database in a custom-developed Lotus Notes application, which contains over 9 years of history in over 25,000 documents totaling nearly 1 GB in size.


Key information from this database needed to be available to professionals outside the office and away from laptops. The volume of information would not fit on any type of mobile device, including the BlackBerry and Windows Mobile devices used by this firm. Typical data import/export techniques would not be feasible, because the subset of information required by a professional on a given day could not be known in advance.


We used web services to take advantage of the new "service oriented architecture" (SOA) techniques built into IBM Lotus Notes/Domino Release 7, BlackBerry Mobile Data System 4.1, and Windows Mobile Compact Framework Version 2.0. SOA is the underlying structure built into applications, such as relational databases and e-mail systems, supporting communication between "services," which are predefined programming or data functions made available through a web server.

In this case, the Domino server is the "provider" of the web service, and the BlackBerry and Windows Mobile devices are the "consumers" of the provided service. Provider code was developed to process a search request — consisting of search terms for one to three fields — and return the results. Consumer code, data entry screens, and results screens were developed using the rapid application development (RAD) tools of the BlackBerry and Windows Mobile platforms.

On the mobile device (below, on BlackBerry), the user specifies the desired records by completing between one and three fields. Wildcard characters are supported, so that "T*" would find all persons having first names starting with "T."

Query builder on mobile device

The query has been built and executed by the user. Behind the scenes, code on the device (below) packages the query parameters and a call to the web service , and then sends this all to the "provider" IBM Lotus Domino server. The server then processes the request from the "consumer," performs the requested lookup against the contact management database, finds the matching records, translates them into XML, and returns the translated records to the device.

Query builder showing process on mobile device

The query results are displayed, showing the name and company of all persons matching the query criteria — in this example, two persons (below). At this point, all the data exchange is complete and the details for all matching persons are stored in the background awaiting the user to decide which record to show.

Query builder showing results on mobile device

The user has now selected a particular person to display. Code on the device takes the XML (first box) and formats this (second box). The user can now take several actions:

  • Call, text message (SMS), or email, using the appropriate linked fields.
  • Press "Get Activities" to invoke another web service and retrieve
    up to the latest 20 activities for that person.
  • Press "Add to Personal Address Book" to copy contact details
    into the device user's personal address book.
  • Press "Done" to return to the previous screen.

Address record shown on mobile device

If the "Get Activities" button is selected, another web service is requested and fulfilled, and the following results presented to the user (below, on Windows Mobile). As summary activity records are scrolled in the top panel, the detailed text associated with each activity is displayed in the bottom panel.

Activity details displayed on mobile device

Results & Benefits

Our client's personnel now have access to key information on persons and activities from the complete contact management database, based on selection criteria they specify. Key features of the mobile devices — such as automatic detection of phone number and e-mail address formats, and automatic dialing or e-mail composition based on these — permit the professionals to more quickly contact and service clients and prospects.

SOA and web services delivered on their promise of rapid application development, providing needed information cost-effectively.


Using SOA permitted us to leverage the RAD tools of three different applications, allowing:

  • "Provider" services to be developed on the host application.
  • "Consumer" services to be developed using the data description obtained from the "provider" as a starting point to rapidly generate data entry screens, data results screens, and the "consumer" service.

The end result is that information is efficiently extracted and delivered to different devices, independent of the technology underlying each platform.

For Further Information...

To discuss how we could help your business, please call us at 336.297.4200 to schedule a no-obligation consultation.

Recently Published Case Studies by Research in Motion:

Popular Case Studies

Applying Technology to Reduce Unbilled Charges

Accession Inventory graphSometimes, brute force gets a job done. Sometimes, a little finesse is all it takes. Other times, you need to combine the two to accomplish your goal!

Investing vs Spending

AvaCare-screen-shot-v4What's the difference "investing" and "spending"? From the perspective of current cash outlays, nothing is different - yet, taking the long view, there's a great deal of difference.

Deliver Major Cost Savings by Using Technology and Improving Process

Read how this fast growing company partnered with Todd Herman Associates, and found short-term and long-term cost savings through technology and process.

Making Reports Useful: A Case Study

Read how a CIO found a profitable innovation idea in the way the business delivers lab reports.

Activity Versus Achievement

Establish Accountability and Evalutate Results

The Wall of Knowledge

Clarifying Business Needs

Ending the Spreadsheet

Managing Job Costs and Timelines

Tip of the Iceberg

Delivering Meaningful Information to Executives

"Culture" is a Verb

Redefining "The Hottest Topic in Business Today"

Category:Leadership Relationships

Start transforming your business and yourself by signing up here:


Business Book Reviews

Need more resources for growing your business? Get great business book suggestions from Todd.

Leadership Lessons to Take to the Pool

Image It Doesnt Have to be Crazy at Work(June 2019) Do you believe books on leadership have to be heavy, in both tone and weight? If so, these three books should convince you otherwise.


Good Things Come in Small Packages

Putting Your Employees First(June 2018) You've likely heard the phrase "Good things come in small packages." You might also wonder "How does that apply to books?"


A Picture Is Worth a Thousand Words - 2017 Summer Book Reviews

thebackofthenap (June 2017) Is a picture truly worth a thousand words? Todd's annual summer book reviews cover four books that have helped either hone thinking skills by using doodles and simple drawings, or spark ideas for improving doodles or other visuals.


Nothing Changes Until Somebody Feels Something

Whoever Tells The Best Story Wins(June 2016) Hugh MacLeod of Gapingvoid Art gave Todd inspiration for this summer's book reviews when he said "Attach emotion to logic and anything is possible" — A common thread in the four books Todd reviews.


Free Range Staff — 2015 Summer Book Reviews

Leadership and the One Minute Manager book cover(June 2015) Todd describes his idea of how to develop "Free Range Staff" — Employees who can take an idea, develop and run with it with little or no supervision — as he reviews four books he uses to teach and develop his staff.

Interested in reading past case studies? Visit the Case Study Archive.

Todd Herman Associates


620 Green Valley Road
Suite 104
Greensboro, NC 27408

About Todd Herman Associates

Todd Herman Associates is a business technology consulting firm focused on non-routine technology issues such as replacing QuickBooks, getting two systems to "talk" to each other, shrinking process cycle time, and taming large volumes of data.