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An
                                                   very little coverage of products and services
                                                   offered, channels through which we reach our
                                                   markets and financial issues, constraints and
                                                   opportunities.

                                                   Our definition of business architecture is

     Approach to                                   much broader. We see it as:


       Business                                      The design of a desirable future state of the
                                                        enterprise, including the components,

     Architecture
                                                      relationships and arrangement of these to
                                                               achieve business goals


                                                   Looked at in this way, business architecture is
             Graham McLeod                         not about providing IT with inputs to the
                                                   “Enterprise Architecture” method or process -
    Chief Architect/Chairman Promis Ltd
                                                   it really is about designing the future of the
              Founder Inspired                     organization. It is thus overlapping with
                  April 2012                       strategy. Traditional strategy practices,
                                                   though, are often blinkered - e.g. most
Scope of Business Architecture                     business planning approaches focus primarily
                                                   on financial aspects, products and marketing.
The term business architecture has been much
abused in popular use and recent literature.      We believe that all important dimensions need
Within IT-oriented Enterprise Architecture        to be considered in an holistic and integrated
methods, such as TOGAF, IAF and others, it        way, with Business Architecture informing all
has come to mean “the business stuff that IT      other architectures and driving the primary
needs to know about in order to do Enterprise     change within the organization. It is a two
IT Architecture”. This normally includes, for     way street, though, and business architecture
example, organization structure, business         also needs to be influenced by context,
processes, business goals and
business infor mation
requirements. It may include
stakeholders, roles, respon-
sibilities and capabilities.
There is usually extremely
little coverage of anything
of a soft nature e.g. culture,
ethos... or of issues in the
context of the enterprise,
s u c h a s c o m p e t i t o r s,
industry trends, technology
trends, legislation, external
threats, customer s and            Figure 1 - Role of Business Architecture in the Organization
markets etc. There is usually

© Inspired 2012                Inspired Approach to Business Architecture             page 1 of 10
available technologies, product and service          • Channels: How do we reach our Clients and
possibilities and exciting new organizational          Markets?
forms and business models.                           • Collaboration: Who do we work with to
                                                       achieve our results?
Difficulties with a “method” for business            • Legal: What are the legal constraints and
architecture                                           requirements under which we operate?
Industry is beloved of “best practice” or cook       • Risk and Governance: What Risks do we
book approaches that try to endow practi-              face? What Governance models are we
tioners (often without the requisite personal          required to implement? What reporting do
experience) with competence in carrying out            we have to do? What are the requirements
architecture development or planning. This             around security, privacy, transparency?
can work to a degree where the goal is to            • Social: What is our role in society? How do
enhance communication between disparate                we contribute? What are the trends that
stakeholders and to provide a lingua franca and        affect our future? Who are the communities
a safety net, ensuring that at least the basics        we serve?
are considered. It is a fraught approach when
                                                     • Resources: What is available? What are the
dealing with something of the scale of                 future scenarios for Resource types and
business architecture - there are so many              availability?
dimensions that form part of a comprehensive
                                                     • Business Model: How should we be
future business design and so many different
                                                       structured to best achieve our objectives in
starting points / compe-tencies / maturity
                                                       the longer term? What has become possible
levels as well as a plethora of goals in
                                                       socially, technologically and legally?
undertaking business architecture work, that
it is almost impossible to have “a” business         • Technology: What do we use and what will
architecture method.                                   be available? How can we exploit technology
                                                       to our advantage?
Techniques and Deliverables                          • Ethical: What are our beliefs and principles
                                                       about how we should operate? What will be
Our view is that we need a variety of                  sustainable for us, society and the
techniques and deliverables to assist us in            environment in the long term?
doing business architecture work. From the
                                                     • Organization Model: What is the best
available techniques and deliverables, we will
                                                       structure for the Organization, its
then select those that are useful and achievable
                                                       components and its relationships to partners
in the given situation.
                                                       and other stakeholders? What skills do we
There are many perspectives that we need to            need for our planned future and how will we
consider, including:                                   retain, create or acquire them?
• Motivation: Drivers, Goals, Objectives,            • Timing and Events: What are the key
  Threats, Opportunities                               cycles we need to be aware of ? What are the
• Products and Services: What do we                    events that require us to respond and who
  deliver / produce / provide to our clients?          are the relevant Stakeholders concerned?
                                                       What role do they play? What do they
• Brand: What is our Brand? How valuable
                                                       contribute and expect?
  and trusted is it? How can it be enhanced?
  Do we need to create new Brand(s)?

© Inspired 2012                  Inspired Approach to Business Architecture            page 2 of 10
• Information: What information do we need
                                                             Telephone                     Small Business
  for operations; for performance monitoring                  System                          Owner
  and improvement; for strategic decision
  making?
• Scenarios: How are things likely to pan out?
  What will an appropriate strategy be in each
  scenario? Are there things that we can do
                                                                          Western Europe
  that play well in all scenarios?
• Planning Horizon: What time period are
  we planning for? What interim capability
  delivery points will we target? In fast                                Figure 2 - A model
  moving, low capital industries, this might be         A meta model abstracts a model up a level so
  measured in months, while in mature capital           that we identify the concepts involved and
  industries (e.g. resources and energy) it may         their relationships, rather than the specific
  be decades.                                           objects or items in the model. For the above
Any particular business architecture /                  model, the meta model would include the
strategic planning exercise or project may              concepts: Product, Client Segment and
involve any combination of subsets of the               Geographic Market and the relationships:
above. There are also competing approaches to           Product is sold to Client Segment; Product is
business strateg y, including the more                  sold in Geographic Market. We might include
conventional views (e.g. Porter) and more               the concept Sale related to Product, Client
recent and different views (e.g. Blue Ocean             Segment and Geographic Market.
Strategy). A key challenge is to perform the
required analysis in each area of concern, but
                                                              Product                      Client Segment
also to integrate the analyses and results into
a coherent whole. The analysis may take place
at different points in time and under different                                  Sale
projects. A powerful way to achieve this
integration is to have a common underlying
conceptual model and associated agreed                                       Geographic
                                                                               Market
terminology.

Role of a Unifying Meta Model                                       Figure 3 - A meta model

A model is a representation (usually simplified         The meta model thus captures the kinds of
i n s o m e w ay ) t h at s h o w s e s s e n t i a l   things that we are interested in, the legal
characteristics of something in the real world          relationships between them, and the properties
(or which we want to create in the real world).         we want to record or know about for each. E.g.
Thus a model might show that we sell product            for Client Segment, we might want to know
“Telephone System” to the client segment                the population and average age; for the Product,
“Small Business Owners” in the geographical             we might want to know the average price in
market “Western Europe”.                                Euros and the months since product introduction.

                                                        An agreed meta model is a great way to
                                                        achieve integration between various perspec-

© Inspired 2012                     Inspired Approach to Business Architecture                page 3 of 10
tives. Product managers could populate the                            figures, spreadsheets and graphs. This might
Product details and relate products to                                be the best representation to use for models
Geographic Markets where they are sold. The                           he/she will deal with. A Business Intelligence
Regional Manager s could define the                                   officer might relate best to graphical
Geographic Markets and provide their                                  conceptual data models and rich data
characteristics. The Marketing people could                           visualizations. A Process Owner might want
populate the Client Segments and relate them                          to see process flow diagrams. A CEO might
to Products they buy, etc.                                            want to see a report of how the complement
                                                                      of different staff types will change over time.
The key here is to agree the meta model. We
                                                                      A Programme Manager might want to see a
can then populate the contents of models
                                                                      milestone chart of key delivery points in
conforming to the meta model at any time,
                                                                      several streams of activity.
starting anywhere, as and when we have the
information or it is useful to perform the                            The key thing is to consider the content (what
analysis. With an agreed meta model, we also                          the role requires the person to see, know or
have a shared vocabulary, so that when we                             visualize); the orientation or most comfortable
refer to things within the different specialis-                       representation (e.g. list, report, spreadsheet,
ations, we are talking about the same things                          matrix, diagram, visualization) that is best for
with a shared understanding. This is                                  the stakeholder and the mode of obtaining the
sometimes called a business ontology.                                 information: e.g. regular report; ad hoc query;
                                                                      diagram editing; dynamic visualization etc.
Ideally, the meta model and the models should
be held in a repository, where they can be                            To support the above, we need mappings
captured, validated, maintained, analysed,                            between the meta model, the model, the
shared and reused in further analysis work.                           logical model type and the representation. The
Reuse is facilitated by having the common                             latter may also be adapted for the medium of
meta model and trying to relate existing                              delivery (e.g. Paper, Web Interface, iPad/
things before creating new ones. E.g. If I                            tablet).
define a new Product, I can simply relate it to
all the existing Client Segments           Form                                Matrix                 Diagram/Plot                    List               Composite
                                                                                                                               a
to which it should appeal. If                      Item ID
                                                   Property: Value
                                                                                                        a
                                                                                                        1
                                                                                                                    c            aa
                                                                                                                                 ab
                                                   Property: Value                                                             b

there are new Client Segments                      Property: Value
                                                                                                        b
                                                                                                                               c
                                                                                                                                 bb



being targeted, I could add these
too.                                                 Representation          Representation            Representation             Representation         Representation




Models, Model Types and                                  Model                   Model                      Model                     Model                  Model

Representations

We have seen how a shared meta
model supports coordi-nation,
reuse and sharing. We also have      Objects in
                                     Repository

to consider the best represen-
                                                                      Colour coding indicates classification into types according to the meta model
tation or form of presentation for
different stakeholders and target
                                                  Figure 4 - Mapping of objects, models, model types &
audiences. A Chief Financial                                        representations
Officer is used to dealing with

© Inspired 2012                 Inspired Approach to Business Architecture                                                                         page 4 of 10
• Tasks are related to skills and applicable
                                                                   techniques
Dynamic Methods Using the Method
                                                                 The method model is implemented at two
Model
                                                                 levels:
Many years ago, we developed a method                            • The first level is concerned with kinds of
management model (M3) which supports the                           Projects, kinds of Deliverables, kinds of Tasks,
modeling, management and evolution of                              kinds of Resources etc. (so it is effectively a
methods and techniques within organizations.                       meta model)
This has dimensions of Products/Deliverables                     • The second level is concerned with actual
(what should be produced); Projects/Tasks                          Projects, Deliverables, Tasks, Resources etc.
(what work is needed to produce the required                       as they will be applied in an actual project.
outputs) and Resources (roles/people, skills,                      (so it is effectively a model)
tools, other resources) required to produce the
results. Each of these facets has a decom-                       In the Product and Task facets there are also
position:                                                        dependencies. For Products this relates
                                                                 Products to those which are required as inputs
• Projects break down to tasks (as you would
  have for a project work breakdown                              for their production. For Tasks, it relates them
  structure)                                                     to those required as prerequisites before the
                                                                 given task can be performed. This is often
• Products break down to deliverables from
                                                                 derived from the Product dependencies.
  which they are compiled
• Resources break down to categories and                         So why bother with all of this? Well, earlier
  finally actual resources to be allocated                       we said it is almost impossible to have “a”
                                                                 Business Architecture method, and that the
• The three facets are also inter-related:
                                                                 approach would have to be tailored for each
   • Products are related to the Tasks
                                                                 situation. The above models provide support
     required to produce them
                                                                 (even automated!) for such tailoring. By
    • Tasks are related to the Resources                         selecting the Products that we need from a
      required to perform them                                   given initiative, we can automatically
                   includes                                      determine:
                                                                 • What sub and input products are required
           Product
                                                                 • What tasks, subtasks and prerequisite tasks
   prerequisite
                   produced       includes                         are required to produce the above
                      by
                                                                 • What resources are required to perform the
                              Task
                                                                   tasks above
                                                    includes
             prerequisite            requires                    • What techniques and skills are useful or
                requires                                           required in performing the tasks
                                             Resource

                                requires                         Thus, we can effectively generate a tailored
                                                                 project plan for each situation. Doing this
        Skill               Technique
                                                                 against a consistent method model and meta
                                                                 model will ensure that any time we do the
      Figure 5 - One level of the M3 Model                       same thing we achieve consistency. Also, by
                                                                 having the shared meta model underpinning

© Inspired 2012                              Inspired Approach to Business Architecture              page 5 of 10
the analysis work and deliverables we ensure             Support for Implementation
that we get maximum reuse and that we can
                                                         Ideally, the meta model, the models and the
integrate all the results across whatever
                                                         methods information should be managed in a
dimensions.
                                                         shared and secure repository supporting
                                                         collaboration by all concerned parties.
Use of Industry Models
                                                         Inspired has provided such an environment,
A great deal of work has been invested in                known as Enterprise Value Architect Net-
various industries/domains to develop models             modeler (EVA) for many years. It is a server
germane to their specific domain. These                  based, meta model driven repository providing
include:                                                 web browser, graphical modeling and pro-
                                                         grammatic interfaces to support all of the
• FrameworkX in the Telecommunications
  industry, which provides process, data,                above concepts.
  service and functional models                          Similar results could be achieved with other
• ARTS process models in the Retail industry             toolsets, provided that a shared comprehensive
• Insurance Application Architecture (IAA)               meta model is implementable in the tool(s) and
  from IBM which addresses the assurance /               that the method adaptation can be supported
  insurance industry                                     by suitable customisation and tool APIs.
• HL7 process and data models in the Health              We provide our integrated meta model and
  Care industry                                          methods management model as part of our
• etc.                                                   toolset. It is also available in an industry
                                                         standard form (XML and XML schemas) as a
The use of these models as a starting point, or
                                                         separate product to assist implementation in
as a safety checklist or to spur conceptual
                                                         other toolsets and environments.
thinking in development of business
architectures can result in higher quality               Meta Model
models and great resource and time savings.
The models can be preloaded into the unifying            Since Business Architecture is typically
meta model and serve as a straw man for the              pursued by fairly mature and advanced
organization’s own models. Alternately,                  organizations which are also likely to have
c o n f o r m i n g t o t h e s e m o d e l s at a l l   some Enterprise Architecture activity, often
organizational interface points can greatly              driven out of Information Technology, we
facilitate agility and flexibility in how we             have tried to accommodate the industry
collaborate with partners.                               leading standards into our models, so that we
                                                         have maximum congruence with industry
Using recognised models where suitable can               understanding of the concepts, use consistent
ease the adoption of industry solutions (e.g.            terminology and can leverage existing
ERP or Telecommunications Billing) based                 training and skills to best effect.
upon these models, thereby enhancing
integration in business systems and opera-               The dominant EA method in use today is
tions.                                                   TOGAF, from the Open Group, currently at
                                                         release 9.1. The leading standard for
                                                         architectural model representation in graph-
                                                         ical form is Archimate, also from the Open
                                                         Group, now at Release 2. These are not

© Inspired 2012                      Inspired Approach to Business Architecture           page 6 of 10
comprehensive for our purposes, but there is a      • Enterprise Architecture (including Process,
large overlap in concepts.                            Applications, Information, Technology)

To leverage industry knowledge and common           • Requirements Management
understanding, we took Archimate as a core,         • Programme Management
since it had the better defined meta model          • Methods Management
compared to TOGAF. We cleaned up a few              • Risk Management
confusing concepts there, then analysed what
was missing to fully support TOGAF. We              See next page Figure 7 for a graphic...
added the concepts that would be required.          Techniques and Deliverables
Next we looked at our own comprehensive             Over the past decade, we have adopted, defined
EA, Business Architecture, Methods Manage-          and evolved powerful techniques and deliv-
ment and Capability Management models               erables to support the various analyses
which we have built over the past two decades.      required in support of Business Architecture.
We added the concepts necessary to fully            These have been mapped to our meta model
support our concept of Business Architecture        described above and defined in model types
as defined above and those necessary to             and representations supported in our tooling.
manage methods, integrate with programme
management and manage architecture                  The techniques and deliverables are taught in
capability.                                         a comprehensive four day intensive course
                                                    developed over the last two years and which
                                                    has been introduced to the market to general
                                                    acclaim. The techniques and deliverables
                                                    include:
                                                    • Business Operating Models
                                                    • Stakeholder Value Contribution
                                                    • Maturity Analysis
                                                    • SWOT
                                                    • Drivers, Goals, Objectives
                                                    • Vision Development
                                                    • PEST(LE)
                                                    • Growth Vectors
                                                    • Business Events
                                                    • Value Chains and Networks

Figure 6 - Development of the comprehensive         • Process Architectures and Models
                 meta model                         • Functional Analysis
                                                    • Service Oriented Architecture
Thus, what we now have is a fully integrated,       • Principles and Business Rules
consistent, comprehensive meta model                • Channel Architectures
covering all the necessary concepts and
                                                    • Design Thinking and Innovation
relationships to address:
• Business Architecture

© Inspired 2012                 Inspired Approach to Business Architecture             page 7 of 10
Type to enter text




•        Figure 7 - The concepts included in the meta model related to Business Architecture
                             (the oval represents the organization boundary)


• Market, Product, Brand, Competitor                  • Modeling ability (especially abstraction)
  Analysis                                              General ability to model and abstract using
• Identifying “Blue Ocean” opportunities and            various techniques including decomposition,
  planning to exploit them                              abstraction, synthesis, analysis, gap analysis
                                                        etc.
• Organization Design
                                                      • Soft skills (communication, facilitation,
• Information and Communication
                                                        empathy)
  Architecture
                                                        These are required to engage with senior
• Gap Analysis                                          executives and other stakeholders, to lead
• Capability Modeling and Achievement                   facilitated planning sessions and reach
• Initiative and Portfolio Management                   consensus, to communicate ideas and to
• Roadmap and Migration Definition                      understand competing perspectives
• Risk identification and mitigation                  • Domain knowledge
                                                        of the industry in which the organization
Skills                                                  operates is essential. This is both to
Real business architecture requires a broad             understand the real issues, industry trends
range of skills and abilities. These include:           and to have credibility with senior business
                                                        executives
• Strong conceptual abilities
  to understand the wide range of concepts            • Experience
  involved, their relationship and the impacts          There is no substitute for experience. It is
  of change across the business                         very doubtful that newly trained
                                                        practitioners, on their own, prepared only

© Inspired 2012                  Inspired Approach to Business Architecture              page 8 of 10
with theoretical knowledge would perform            Training is offered in the UK, Europe, USA,
 well at the subtle and complex task of              Scandinavia, South Africa, Malaysia and
 business architecture. Of course, as part of a      Australia. Other locations can be accom-
 team with a few grey-beards they bring new          modated on a negotiated basis.
 perspectives, innovation, enthusiasm and
                                                     Consulting Services
 energy, which are also invaluable
                                                     Inspired and Promis offer a range of
Training
                                                     consultancy services relevant to Business
We have a number of training courses which           Architecture and Enterprise Architecture.
support the approach we have described and
                                                     These include:
the development of the necessary skills.
Courses typically include principle based            • Architecture Capability Development -
training (which delegates can adapt to specific        where we work with organizations to
methods, tools and techniques) as well as rich         establish the organization structures,
case studies and practical assignments                 governance processes, methods and
performed in teams. These include:                     techniques that an organization will employ
                                                       and the skills and resources that they will
• Techniques and Deliverables of Business
                                                       need to create or sustain a credible and
  Architecture
                                                       valuable architecture capability
  Our comprehensive and intensive four day
  course for business architects, described          • Architecture Method Adaptation and
  previously                                           Implementation - putting in place and
                                                       tuning the methods and techniques to suit
• Practical TOGAF Certification Courses
                                                       the organizational goals, requirements,
  A three day Foundation level certification
                                                       culture, maturity and capability
  course and a five day TOGAF full
  certification course. Both are accredited by       • Architecture Development - defining
  the Open Group. We have trained hundreds             goals, collecting data, performing analysis,
  of students successfully since 2007                  defining scenarios, defining future
                                                       architectures, building business cases,
• Executive Introduction to Enterprise
                                                       creating change programmes
  Architecture
  A one day introduction for senior managers,        • Architecture Review/Quality Assurance -
  CxO and board level executives                       reviewing work of internal architects or
                                                       that done by major suppliers. Ensuring that
• Practical Archimate
                                                       all relevant aspects have been properly
  A one and a half day practical course
                                                       considered and that the quality of analysis
  covering the Archimate notation. Can be
                                                       and results is good
  used in preparation for Archimate
  certification                                      • Architecture Due Diligence - When
                                                       organizations are considering take overs,
• Facilitators Kiln
                                                       mergers or major outsourcing, looking at all
  A three day intensive course in facilitation
                                                       relevant aspects to identify road blocks and
  skills, Joint Application Planning and Joint
                                                       risks and to advise on whether to proceed. If
  Application Development techniques
                                                       the decision is to proceed, identifying risks
We can also tailor training to specific                and coming up with strategies to minimize
organizational needs, given that there are             these and facilitate rapid solid progress
sufficient students to justify the effort.

© Inspired 2012                  Inspired Approach to Business Architecture             page 9 of 10
• Major Business Initiative Support -                 selecting suitable tools where required. This is
  defining goals and scope, establishing and          facilitated by available meta models and our
  designing project, enhancing skills,                knowledge of tooling in general. We are
  performing requirements analysis, creating          familiar with domain specific modeling
  RFIs and RFPs, analysing vendor responses,          concepts and have used advanced tools, such as
  establishing change programmes                      MetaEdit+ to create visual languages for
                                                      specific modeling purposes.
These are representative examples, but
assignments are defined to match the                  Tooling integration
situation, the client and the other parameters        We work with clients, using the APIs in our
of each unique situation.                             toolset or other offerings, to create a produc-
                                                      tive and integrated tool environment which
Tools
                                                      supports the workflow of architects and
EVA Netmodeler is our comprehensive,                  related disciplines. Contact us for more
collaborative meta model driven knowledge             information.
management and modeling environment.
Available as a SaaS solution or for in house          References and Further Information
installation if required. EVA allows manage-          You can contact the writer at: mcleod@iafrica.com
ment and secure sharing of all information
mentioned in this paper. It is fully meta model       You can find Graham’s blog at:
driven and the meta model and visual                  http://grahammcleod.typepad.com/
representations are user customisable at
runtime without programming. This makes it            Inspired can be found at: http://www.inspired.org
a highly flexible tool to meet the needs of           Promis can be found at: http://www.pro-mis.com
business and other architects. It has the ability
                                                      A presentation on “Business Architecture
to define an infinite number of model types
                                                      Transforms Business” to the Open Group
and corresponding graphical notations to suit         conference at Cannes, France in April 2012
your needs or to conform to industry
standards. In addition, it supports instant           A presentation including the M3 Method Model
distributed working, report generation,
                                                      More information on Porter strategy models here:
sharing data via portals and even website
generation for distribution of knowledge              http://en.wikipedia.org/wiki/Michael_Porter
without access to the tool. See a detailed            More information on Blue Ocean Strategy here:
brochure here. EVA comes preconfigured with
our comprehensive meta models and methods             http://en.wikipedia.org/wiki/
                                                      Blue_Ocean_Strategy
management capabilities as discussed in this
paper.                                                An earlier paper on the Inspired EA Frameworks

Other toolset enrichment                              More information on Domain Specific Modeling
                                                      and MetaEdit+
We also work with clients to implement these
ideas in other toolsets and to assist you in




© Inspired 2012                   Inspired Approach to Business Architecture              page 10 of 10

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An Inspired Approach to Business Architecture

  • 1. An very little coverage of products and services offered, channels through which we reach our markets and financial issues, constraints and opportunities. Our definition of business architecture is Approach to much broader. We see it as: Business The design of a desirable future state of the enterprise, including the components, Architecture relationships and arrangement of these to achieve business goals Looked at in this way, business architecture is Graham McLeod not about providing IT with inputs to the “Enterprise Architecture” method or process - Chief Architect/Chairman Promis Ltd it really is about designing the future of the Founder Inspired organization. It is thus overlapping with April 2012 strategy. Traditional strategy practices, though, are often blinkered - e.g. most Scope of Business Architecture business planning approaches focus primarily on financial aspects, products and marketing. The term business architecture has been much abused in popular use and recent literature. We believe that all important dimensions need Within IT-oriented Enterprise Architecture to be considered in an holistic and integrated methods, such as TOGAF, IAF and others, it way, with Business Architecture informing all has come to mean “the business stuff that IT other architectures and driving the primary needs to know about in order to do Enterprise change within the organization. It is a two IT Architecture”. This normally includes, for way street, though, and business architecture example, organization structure, business also needs to be influenced by context, processes, business goals and business infor mation requirements. It may include stakeholders, roles, respon- sibilities and capabilities. There is usually extremely little coverage of anything of a soft nature e.g. culture, ethos... or of issues in the context of the enterprise, s u c h a s c o m p e t i t o r s, industry trends, technology trends, legislation, external threats, customer s and Figure 1 - Role of Business Architecture in the Organization markets etc. There is usually © Inspired 2012 Inspired Approach to Business Architecture page 1 of 10
  • 2. available technologies, product and service • Channels: How do we reach our Clients and possibilities and exciting new organizational Markets? forms and business models. • Collaboration: Who do we work with to achieve our results? Difficulties with a “method” for business • Legal: What are the legal constraints and architecture requirements under which we operate? Industry is beloved of “best practice” or cook • Risk and Governance: What Risks do we book approaches that try to endow practi- face? What Governance models are we tioners (often without the requisite personal required to implement? What reporting do experience) with competence in carrying out we have to do? What are the requirements architecture development or planning. This around security, privacy, transparency? can work to a degree where the goal is to • Social: What is our role in society? How do enhance communication between disparate we contribute? What are the trends that stakeholders and to provide a lingua franca and affect our future? Who are the communities a safety net, ensuring that at least the basics we serve? are considered. It is a fraught approach when • Resources: What is available? What are the dealing with something of the scale of future scenarios for Resource types and business architecture - there are so many availability? dimensions that form part of a comprehensive • Business Model: How should we be future business design and so many different structured to best achieve our objectives in starting points / compe-tencies / maturity the longer term? What has become possible levels as well as a plethora of goals in socially, technologically and legally? undertaking business architecture work, that it is almost impossible to have “a” business • Technology: What do we use and what will architecture method. be available? How can we exploit technology to our advantage? Techniques and Deliverables • Ethical: What are our beliefs and principles about how we should operate? What will be Our view is that we need a variety of sustainable for us, society and the techniques and deliverables to assist us in environment in the long term? doing business architecture work. From the • Organization Model: What is the best available techniques and deliverables, we will structure for the Organization, its then select those that are useful and achievable components and its relationships to partners in the given situation. and other stakeholders? What skills do we There are many perspectives that we need to need for our planned future and how will we consider, including: retain, create or acquire them? • Motivation: Drivers, Goals, Objectives, • Timing and Events: What are the key Threats, Opportunities cycles we need to be aware of ? What are the • Products and Services: What do we events that require us to respond and who deliver / produce / provide to our clients? are the relevant Stakeholders concerned? What role do they play? What do they • Brand: What is our Brand? How valuable contribute and expect? and trusted is it? How can it be enhanced? Do we need to create new Brand(s)? © Inspired 2012 Inspired Approach to Business Architecture page 2 of 10
  • 3. • Information: What information do we need Telephone Small Business for operations; for performance monitoring System Owner and improvement; for strategic decision making? • Scenarios: How are things likely to pan out? What will an appropriate strategy be in each scenario? Are there things that we can do Western Europe that play well in all scenarios? • Planning Horizon: What time period are we planning for? What interim capability delivery points will we target? In fast Figure 2 - A model moving, low capital industries, this might be A meta model abstracts a model up a level so measured in months, while in mature capital that we identify the concepts involved and industries (e.g. resources and energy) it may their relationships, rather than the specific be decades. objects or items in the model. For the above Any particular business architecture / model, the meta model would include the strategic planning exercise or project may concepts: Product, Client Segment and involve any combination of subsets of the Geographic Market and the relationships: above. There are also competing approaches to Product is sold to Client Segment; Product is business strateg y, including the more sold in Geographic Market. We might include conventional views (e.g. Porter) and more the concept Sale related to Product, Client recent and different views (e.g. Blue Ocean Segment and Geographic Market. Strategy). A key challenge is to perform the required analysis in each area of concern, but Product Client Segment also to integrate the analyses and results into a coherent whole. The analysis may take place at different points in time and under different Sale projects. A powerful way to achieve this integration is to have a common underlying conceptual model and associated agreed Geographic Market terminology. Role of a Unifying Meta Model Figure 3 - A meta model A model is a representation (usually simplified The meta model thus captures the kinds of i n s o m e w ay ) t h at s h o w s e s s e n t i a l things that we are interested in, the legal characteristics of something in the real world relationships between them, and the properties (or which we want to create in the real world). we want to record or know about for each. E.g. Thus a model might show that we sell product for Client Segment, we might want to know “Telephone System” to the client segment the population and average age; for the Product, “Small Business Owners” in the geographical we might want to know the average price in market “Western Europe”. Euros and the months since product introduction. An agreed meta model is a great way to achieve integration between various perspec- © Inspired 2012 Inspired Approach to Business Architecture page 3 of 10
  • 4. tives. Product managers could populate the figures, spreadsheets and graphs. This might Product details and relate products to be the best representation to use for models Geographic Markets where they are sold. The he/she will deal with. A Business Intelligence Regional Manager s could define the officer might relate best to graphical Geographic Markets and provide their conceptual data models and rich data characteristics. The Marketing people could visualizations. A Process Owner might want populate the Client Segments and relate them to see process flow diagrams. A CEO might to Products they buy, etc. want to see a report of how the complement of different staff types will change over time. The key here is to agree the meta model. We A Programme Manager might want to see a can then populate the contents of models milestone chart of key delivery points in conforming to the meta model at any time, several streams of activity. starting anywhere, as and when we have the information or it is useful to perform the The key thing is to consider the content (what analysis. With an agreed meta model, we also the role requires the person to see, know or have a shared vocabulary, so that when we visualize); the orientation or most comfortable refer to things within the different specialis- representation (e.g. list, report, spreadsheet, ations, we are talking about the same things matrix, diagram, visualization) that is best for with a shared understanding. This is the stakeholder and the mode of obtaining the sometimes called a business ontology. information: e.g. regular report; ad hoc query; diagram editing; dynamic visualization etc. Ideally, the meta model and the models should be held in a repository, where they can be To support the above, we need mappings captured, validated, maintained, analysed, between the meta model, the model, the shared and reused in further analysis work. logical model type and the representation. The Reuse is facilitated by having the common latter may also be adapted for the medium of meta model and trying to relate existing delivery (e.g. Paper, Web Interface, iPad/ things before creating new ones. E.g. If I tablet). define a new Product, I can simply relate it to all the existing Client Segments Form Matrix Diagram/Plot List Composite a to which it should appeal. If Item ID Property: Value a 1 c aa ab Property: Value b there are new Client Segments Property: Value b c bb being targeted, I could add these too. Representation Representation Representation Representation Representation Models, Model Types and Model Model Model Model Model Representations We have seen how a shared meta model supports coordi-nation, reuse and sharing. We also have Objects in Repository to consider the best represen- Colour coding indicates classification into types according to the meta model tation or form of presentation for different stakeholders and target Figure 4 - Mapping of objects, models, model types & audiences. A Chief Financial representations Officer is used to dealing with © Inspired 2012 Inspired Approach to Business Architecture page 4 of 10
  • 5. • Tasks are related to skills and applicable techniques Dynamic Methods Using the Method The method model is implemented at two Model levels: Many years ago, we developed a method • The first level is concerned with kinds of management model (M3) which supports the Projects, kinds of Deliverables, kinds of Tasks, modeling, management and evolution of kinds of Resources etc. (so it is effectively a methods and techniques within organizations. meta model) This has dimensions of Products/Deliverables • The second level is concerned with actual (what should be produced); Projects/Tasks Projects, Deliverables, Tasks, Resources etc. (what work is needed to produce the required as they will be applied in an actual project. outputs) and Resources (roles/people, skills, (so it is effectively a model) tools, other resources) required to produce the results. Each of these facets has a decom- In the Product and Task facets there are also position: dependencies. For Products this relates Products to those which are required as inputs • Projects break down to tasks (as you would have for a project work breakdown for their production. For Tasks, it relates them structure) to those required as prerequisites before the given task can be performed. This is often • Products break down to deliverables from derived from the Product dependencies. which they are compiled • Resources break down to categories and So why bother with all of this? Well, earlier finally actual resources to be allocated we said it is almost impossible to have “a” Business Architecture method, and that the • The three facets are also inter-related: approach would have to be tailored for each • Products are related to the Tasks situation. The above models provide support required to produce them (even automated!) for such tailoring. By • Tasks are related to the Resources selecting the Products that we need from a required to perform them given initiative, we can automatically includes determine: • What sub and input products are required Product • What tasks, subtasks and prerequisite tasks prerequisite produced includes are required to produce the above by • What resources are required to perform the Task tasks above includes prerequisite requires • What techniques and skills are useful or requires required in performing the tasks Resource requires Thus, we can effectively generate a tailored project plan for each situation. Doing this Skill Technique against a consistent method model and meta model will ensure that any time we do the Figure 5 - One level of the M3 Model same thing we achieve consistency. Also, by having the shared meta model underpinning © Inspired 2012 Inspired Approach to Business Architecture page 5 of 10
  • 6. the analysis work and deliverables we ensure Support for Implementation that we get maximum reuse and that we can Ideally, the meta model, the models and the integrate all the results across whatever methods information should be managed in a dimensions. shared and secure repository supporting collaboration by all concerned parties. Use of Industry Models Inspired has provided such an environment, A great deal of work has been invested in known as Enterprise Value Architect Net- various industries/domains to develop models modeler (EVA) for many years. It is a server germane to their specific domain. These based, meta model driven repository providing include: web browser, graphical modeling and pro- grammatic interfaces to support all of the • FrameworkX in the Telecommunications industry, which provides process, data, above concepts. service and functional models Similar results could be achieved with other • ARTS process models in the Retail industry toolsets, provided that a shared comprehensive • Insurance Application Architecture (IAA) meta model is implementable in the tool(s) and from IBM which addresses the assurance / that the method adaptation can be supported insurance industry by suitable customisation and tool APIs. • HL7 process and data models in the Health We provide our integrated meta model and Care industry methods management model as part of our • etc. toolset. It is also available in an industry standard form (XML and XML schemas) as a The use of these models as a starting point, or separate product to assist implementation in as a safety checklist or to spur conceptual other toolsets and environments. thinking in development of business architectures can result in higher quality Meta Model models and great resource and time savings. The models can be preloaded into the unifying Since Business Architecture is typically meta model and serve as a straw man for the pursued by fairly mature and advanced organization’s own models. Alternately, organizations which are also likely to have c o n f o r m i n g t o t h e s e m o d e l s at a l l some Enterprise Architecture activity, often organizational interface points can greatly driven out of Information Technology, we facilitate agility and flexibility in how we have tried to accommodate the industry collaborate with partners. leading standards into our models, so that we have maximum congruence with industry Using recognised models where suitable can understanding of the concepts, use consistent ease the adoption of industry solutions (e.g. terminology and can leverage existing ERP or Telecommunications Billing) based training and skills to best effect. upon these models, thereby enhancing integration in business systems and opera- The dominant EA method in use today is tions. TOGAF, from the Open Group, currently at release 9.1. The leading standard for architectural model representation in graph- ical form is Archimate, also from the Open Group, now at Release 2. These are not © Inspired 2012 Inspired Approach to Business Architecture page 6 of 10
  • 7. comprehensive for our purposes, but there is a • Enterprise Architecture (including Process, large overlap in concepts. Applications, Information, Technology) To leverage industry knowledge and common • Requirements Management understanding, we took Archimate as a core, • Programme Management since it had the better defined meta model • Methods Management compared to TOGAF. We cleaned up a few • Risk Management confusing concepts there, then analysed what was missing to fully support TOGAF. We See next page Figure 7 for a graphic... added the concepts that would be required. Techniques and Deliverables Next we looked at our own comprehensive Over the past decade, we have adopted, defined EA, Business Architecture, Methods Manage- and evolved powerful techniques and deliv- ment and Capability Management models erables to support the various analyses which we have built over the past two decades. required in support of Business Architecture. We added the concepts necessary to fully These have been mapped to our meta model support our concept of Business Architecture described above and defined in model types as defined above and those necessary to and representations supported in our tooling. manage methods, integrate with programme management and manage architecture The techniques and deliverables are taught in capability. a comprehensive four day intensive course developed over the last two years and which has been introduced to the market to general acclaim. The techniques and deliverables include: • Business Operating Models • Stakeholder Value Contribution • Maturity Analysis • SWOT • Drivers, Goals, Objectives • Vision Development • PEST(LE) • Growth Vectors • Business Events • Value Chains and Networks Figure 6 - Development of the comprehensive • Process Architectures and Models meta model • Functional Analysis • Service Oriented Architecture Thus, what we now have is a fully integrated, • Principles and Business Rules consistent, comprehensive meta model • Channel Architectures covering all the necessary concepts and • Design Thinking and Innovation relationships to address: • Business Architecture © Inspired 2012 Inspired Approach to Business Architecture page 7 of 10
  • 8. Type to enter text • Figure 7 - The concepts included in the meta model related to Business Architecture (the oval represents the organization boundary) • Market, Product, Brand, Competitor • Modeling ability (especially abstraction) Analysis General ability to model and abstract using • Identifying “Blue Ocean” opportunities and various techniques including decomposition, planning to exploit them abstraction, synthesis, analysis, gap analysis etc. • Organization Design • Soft skills (communication, facilitation, • Information and Communication empathy) Architecture These are required to engage with senior • Gap Analysis executives and other stakeholders, to lead • Capability Modeling and Achievement facilitated planning sessions and reach • Initiative and Portfolio Management consensus, to communicate ideas and to • Roadmap and Migration Definition understand competing perspectives • Risk identification and mitigation • Domain knowledge of the industry in which the organization Skills operates is essential. This is both to Real business architecture requires a broad understand the real issues, industry trends range of skills and abilities. These include: and to have credibility with senior business executives • Strong conceptual abilities to understand the wide range of concepts • Experience involved, their relationship and the impacts There is no substitute for experience. It is of change across the business very doubtful that newly trained practitioners, on their own, prepared only © Inspired 2012 Inspired Approach to Business Architecture page 8 of 10
  • 9. with theoretical knowledge would perform Training is offered in the UK, Europe, USA, well at the subtle and complex task of Scandinavia, South Africa, Malaysia and business architecture. Of course, as part of a Australia. Other locations can be accom- team with a few grey-beards they bring new modated on a negotiated basis. perspectives, innovation, enthusiasm and Consulting Services energy, which are also invaluable Inspired and Promis offer a range of Training consultancy services relevant to Business We have a number of training courses which Architecture and Enterprise Architecture. support the approach we have described and These include: the development of the necessary skills. Courses typically include principle based • Architecture Capability Development - training (which delegates can adapt to specific where we work with organizations to methods, tools and techniques) as well as rich establish the organization structures, case studies and practical assignments governance processes, methods and performed in teams. These include: techniques that an organization will employ and the skills and resources that they will • Techniques and Deliverables of Business need to create or sustain a credible and Architecture valuable architecture capability Our comprehensive and intensive four day course for business architects, described • Architecture Method Adaptation and previously Implementation - putting in place and tuning the methods and techniques to suit • Practical TOGAF Certification Courses the organizational goals, requirements, A three day Foundation level certification culture, maturity and capability course and a five day TOGAF full certification course. Both are accredited by • Architecture Development - defining the Open Group. We have trained hundreds goals, collecting data, performing analysis, of students successfully since 2007 defining scenarios, defining future architectures, building business cases, • Executive Introduction to Enterprise creating change programmes Architecture A one day introduction for senior managers, • Architecture Review/Quality Assurance - CxO and board level executives reviewing work of internal architects or that done by major suppliers. Ensuring that • Practical Archimate all relevant aspects have been properly A one and a half day practical course considered and that the quality of analysis covering the Archimate notation. Can be and results is good used in preparation for Archimate certification • Architecture Due Diligence - When organizations are considering take overs, • Facilitators Kiln mergers or major outsourcing, looking at all A three day intensive course in facilitation relevant aspects to identify road blocks and skills, Joint Application Planning and Joint risks and to advise on whether to proceed. If Application Development techniques the decision is to proceed, identifying risks We can also tailor training to specific and coming up with strategies to minimize organizational needs, given that there are these and facilitate rapid solid progress sufficient students to justify the effort. © Inspired 2012 Inspired Approach to Business Architecture page 9 of 10
  • 10. • Major Business Initiative Support - selecting suitable tools where required. This is defining goals and scope, establishing and facilitated by available meta models and our designing project, enhancing skills, knowledge of tooling in general. We are performing requirements analysis, creating familiar with domain specific modeling RFIs and RFPs, analysing vendor responses, concepts and have used advanced tools, such as establishing change programmes MetaEdit+ to create visual languages for specific modeling purposes. These are representative examples, but assignments are defined to match the Tooling integration situation, the client and the other parameters We work with clients, using the APIs in our of each unique situation. toolset or other offerings, to create a produc- tive and integrated tool environment which Tools supports the workflow of architects and EVA Netmodeler is our comprehensive, related disciplines. Contact us for more collaborative meta model driven knowledge information. management and modeling environment. Available as a SaaS solution or for in house References and Further Information installation if required. EVA allows manage- You can contact the writer at: mcleod@iafrica.com ment and secure sharing of all information mentioned in this paper. It is fully meta model You can find Graham’s blog at: driven and the meta model and visual http://grahammcleod.typepad.com/ representations are user customisable at runtime without programming. This makes it Inspired can be found at: http://www.inspired.org a highly flexible tool to meet the needs of Promis can be found at: http://www.pro-mis.com business and other architects. It has the ability A presentation on “Business Architecture to define an infinite number of model types Transforms Business” to the Open Group and corresponding graphical notations to suit conference at Cannes, France in April 2012 your needs or to conform to industry standards. In addition, it supports instant A presentation including the M3 Method Model distributed working, report generation, More information on Porter strategy models here: sharing data via portals and even website generation for distribution of knowledge http://en.wikipedia.org/wiki/Michael_Porter without access to the tool. See a detailed More information on Blue Ocean Strategy here: brochure here. EVA comes preconfigured with our comprehensive meta models and methods http://en.wikipedia.org/wiki/ Blue_Ocean_Strategy management capabilities as discussed in this paper. An earlier paper on the Inspired EA Frameworks Other toolset enrichment More information on Domain Specific Modeling and MetaEdit+ We also work with clients to implement these ideas in other toolsets and to assist you in © Inspired 2012 Inspired Approach to Business Architecture page 10 of 10