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TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

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How to align IT/SOA on the basis of Changing Strategies and Capabilities ? TOGAF 9 and ArchiMate 2 on a short Case Study to drive SOA ( Excerpts from the « Goal-Driven and Capability-Based Development using ArchiMate 2 and UML Extended Version of the Enterprise Architect User Group Presentation – Nuremberg Oct 8, 2014 Birol Berkem )Ph.D( Open Group Certified Enterprise Architect )TOGAF 9, ArchiMate 2( GooBiz.com Note : TOGAF 9 )The Open Group Architecture Framework( and ArchiMate 2 are trademarks of the Open Group This work by Birol Berkem )GooBiz.com( is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License. Permissions beyond the scope of this license may be available by e-mail to [email protected] This presentation aims at showing how to use ArchiMate ® 2 and UML Models throughout TOGAF® 9’ ADM phases in order to align IT with changing business strategies and capabilities It will also be presented soon as a webinar in the context of our partnership with iCMG : http://live.icmgworld.com/
Transcript
Page 1: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

How to align IT/SOA on the basis of Changing Strategies and Capabilities ?

TOGAF 9 and ArchiMate 2 on a short Case Study to drive SOA(Excerpts from the « Goal-Driven and Capability-Based Development using ArchiMate 2 and UML)»

Extended Version of the Enterprise Architect User Group Presentation – Nuremberg Oct 8, 2014

Birol Berkem (Ph.D)–

Open Group Certified Enterprise Architect (TOGAF 9, ArchiMate 2)GooBiz.com

Note : TOGAF 9 )The Open Group Architecture Framework( and ArchiMate 2 are trademarks of the Open Group

This work by Birol Berkem )GooBiz.com( is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.Permissions beyond the scope of this license may be available by e-mail to [email protected]

This presentation aims at showing how to use ArchiMate ® 2 and UML Models throughout TOGAF® 9’ ADM phases in order to align IT with changing business strategies and

capabilities

It will also be presented soon as a webinar in the context of our partnership with iCMG : http://live.icmgworld.com/

Page 2: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Structure of this Presentation• Business Agility – Definitions• Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify

Governance Aspects of the EA Operating Model

• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing

requirements and align related SOA process components– Updating the Architecture Repository– Performing Impact Analysis of Business Capabilities upon the Application and

Technology layers – Modeling the Roadmap, Transition Architectures and Work Packages– Modeling Implementation Projects Planning – The SOA Architectural Backbone at the Implementation Governance Phase

• Conclusion 2

Page 3: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Business Agility : Definitions

• Business agility is the ability of a business to adapt rapidly and cost efficiently in response to changes in the business environment.

• Business agility can be maintained by adapting goods and services to meet customer demands, adjusting to the changes in a business environment and taking advantage of assets (organization, person, process, technology).

• Adapted from "On the Measurement of Enterprise Agility". Journal of Intelligent and Robotic Systems 33 (3): 329–342. DOI:10.1023/A:1015096909316 Nikos C. Tsourveloudi , Kimon P. Valavanis (2002)

3

Page 4: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Business Agility : The needs !

• The alignment of organizations with the changing needs of their customers and environment requires:

– Architecting business and IT resources of the extended enterprise to ensure a value-driven solution to these needs and capitalize on these structures in face of changes,

– Communicating key requirements, principles and models of the future state of the enterprise (vision, goals, strategies, …) until the IT level to ensure a coherent evolution,

• Such an alignment makes necessary building an architecture framework that includes : – users, processes, information and technology, but also their

internal and external relationships with their environment 4

Page 5: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

What methodologies, architectures and specification languages to ensure a business agility ?

What are the roles of the EA in capitalizing on the business knowledge and aligning IT with the changing strategies ?

5

Page 6: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Enterprise Architectures : Goals and Roles !• Enterprise Architecture enables effective execution of the

enterprise strategy to achieve change of an organization !

• Enterprise Architecture is usualy done to identify gaps between current and target architecture state of an organisation.

• It provides roadmap to achieve goals and deliver objectives to ‘guide’ current and future projects of the organisation.

• TOGAF 9 ® : An Enterprise Architecture Framework proposed by the Open Group to align Enterprise Ressources, IT Systems and Technologies with the changing Business Strategies and Business Capabilities.

6What are the phases of TOGAF’s Architecture Development Method (ADM) to

ensure these goals and roles ?

Page 7: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Phases in TOGAF’s ADM – A Summary

7

Architecture Planning : Business Drivers and GoalsConcerns of Stakeholders,Principles, Requirements, Capability Assesment, BusinessTransformation Readiness Factors,…

Development of the Enterprise Architecture,Views of the Architectureacross domains, Risk Mitigation ,…

Consolidating architecture descriptionsDefinition of the RoadmapIdentifying opportunities for re-use andpotential solution components

Governance of implementation and Architecture Change Management

Detailed Implementation andMigration PlanWork Packages and Transition Architectures

What sources to provide ‘business inputs’ for the Governance Aspects of an EA ?

Page 8: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

8

Shareholder requests “What we do have

to improve…"

“What we have to do to enhance “value

creation”

Branding displayed to customers

Use ‘Balanced ScoreCards (BSC)’ / ‘Strategy Map’ techniques to specifyGovernance Perspectives for the EA Operating Model

Tactical and process

level KPIs to specify here…

© Birol Berkem GooBiz 2012/2014

How to implement such governance perspectives along the phases of TOGAF 9 ?

Page 9: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

9

Governance Perspectives of the BSC can be realized throughout Business, IS and Technology Capabilities using ADM

Activities and processes to support the BSC’s Business

Process and Resource Perspectives ?How to implement actions

that are part of the BSC Perspectives and monitor

risks ?

What systems will allow efficient execution of these processes in order

to support related Perspectives ?

What technical infrastructures will allow availability and security

of the IT systems ?

How to ensure integration and coherence of the B, C, D phase

outcomes and find solutions during transformation programs ?

Drivers and Goals to support the BSC’s

Financial & Customer Perspectives ?

How to adapt business, IS and Technology Architecture Capabilities using such governance perspectives to increase business agility ?

Business agility is the ability of a business to adapt rapidly and cost efficiently in response to changes in the business environment.

Page 10: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

– ArchiMate is a modeling language for describing enterprise architectures

– Broader scope than UML (essentially designed for software engineering)

– Supports EA frameworks like TOGAF 9 & Zachman

– ArchiMate 2 adds value to TOGAF 9.1 by bringing consistency, traceability, completeness !

– ArchiMate viewpoints are more detailed than TOGAF’s architecture artifacts – TOGAF does not provide a specification language for descriptions and examples

Use ArchiMate 2 for the Business & IT Alignment

10

Page 11: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Driving IT/SOA on the basis of Changing Strategies and Capabilities – Part I

• Business Agility & Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify

Governance Aspects of the EA Operating Model• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2

– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model &– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing

requirements and align related SOA process components– Performing Impact Analysis of Business Capabilities upon the Application and

Technology layers – Updating the Architecture Repository – Modeling the Roadmap, Transition Architectures and Work Packages– ‘Coordinate’ Implementation Projects Planning on the basis of Architecture constraints– Structuring the Goal-Driven and Capability Based SOA Backbone at the Implementation

Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with

expected service levels …• Conclusion 11

Page 12: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

12Q : So, how to link such concepts to increase business agility ? A1 : Need a ‘Goal driven and Capability-Based’ methodology to adapt SOA implementation components to changes A2 : Need also a language to ensure coherence, completeness and traceability to support this continuous adaptation

The Content MetaModel from the Open Group’s TOGAF ®9.1 Specifications

Capabilities are delivered by Functions that are accessed thru governed Interfaces provided by Business Services

Drivers and Goals drive Capabilities

Parameters are considered to control execution of processes that orchestrate functions to deliver Capabilities

Application, Data and Technology layer components

support Business Services that allow access to Business functions to deliver

Capabilities

Business & IT Alignment using TOGAF ® 9 / SOACapabilities are abilities of the Organization that require a

combination of Organization, People, Processes and Technology to achieve (TOGAF 9.1 Definition)

Page 13: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Use the TOGAF’s « Capability-Based Planning » with ArchiMate 2

From the Open Group’s ArchiMate ®2 Specifications

13

Goals and Objectives are initially fixed in the Preliminary and Architecture Vision Phases

Capabilities are structured to mitigate Risks upon their internal functions,

also to make impact analysis throughout IS and Technology layers

• Incremental RoadMap to reach the Target Architecture by reusing existing capabilities

• Work Packages of Actions to implement theseIncrements as well as to ‘coordinate’ Implementation Projects

Capability-Based SOA Backbone where solution components plugged into the architecture ones are orchestrated to realize related functions…

How can this Goal & Capability-Driven Approach be realized by the Open Group’s ArchiMate 2 Concepts and Relationships ?

Capability Based Planning from the Open Group’s TOGAF ®9.1

ArchiMate 2 adds value to TOGAF 9.1 by bringing consistency, completeness and traceability to support this Goal-Driven and Capability-Based continuous adaptation!

(also by guiding application projects upon the enterprise architecture decisions)

Page 14: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Basic ArchiMate Concepts (Simplified !)

14

BIZ.FUNCTION

Simplified ArchiMate Elements adapted from « EA Modeling with ArchiMate & Sparx » - A. Sikandar Cap

Gemini Canada

ArchiMate 2 brings

consistency(well established notation with unambiguous relationship types),

completeness )explicit modelling of requirements, principles, constraints,work packages, transition architectures(,

traceability )relationships to architecture components using views across multiple-domains(.

Page 15: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

ArchiMate 2 – Some Important Viewpoints useful for the Concern of IT / Business Alignment

Introductory ViewpointOrganization ViewpointActor Co-Operation ViewpointStakeholder ViewpointGoal Realization Viewpoint Goal-Contribution ViewpointPrinciple ViewpointRequirement Realization ViewpointMotivation ViewpointBusiness Function ViewpointBusiness Process ViewpointBusiness Process Co-operation ViewpointProduct ViewpointApplication Behavior ViewpointApplication Co-operation ViewpointApplication Structure ViewpointApplication Usage Viewpoint

Application Usage ViewpointInfrastructure ViewpointInfrastructure Usage ViewpointImplementation and Deployment ViewpointInformation Structure ViewpointProject ViewpointService Realization ViewpointLayered ViewpointLandscape Map ViewpointMigration ViewpointImplementation and Migration Viewpoint

On the basis of the previous Balanced Score Card example input data, let us use some of these viewpoints within EA

A viewpoint in ArchiMate is a selection of a relevant subset of the ArchiMate concepts and the representation of that part

of an architecture

15

Page 16: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Driving SOA on the basis of Changing Strategies and Capabilities – Part II

• Business Agility & Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify

Governance Aspects of the EA Operating Model• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2

– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing

requirements and align related SOA process components– Updating the Architecture Repository– Performing Impact Analysis of Business Capabilities upon the Application and

Technology layers – Modeling the Roadmap, Transition Architectures and Work Packages– ‘Coordinate’ Implementation Projects Planning on the basis of Architecture

constraints– Structuring the Goal-Driven and Capability Based SOA Backbone at the

Implementation Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with

expected service levels …• Conclusion 16

Page 17: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

17

Shareholder requests “What we do have

to improve…"

“What we have to do to enhance “value

creation”

Branding displayed to customers

Reminder : The ‘Balanced ScoreCards (BSC) Governance Perspectives for the EA Operating Model

© Birol Berkem GooBiz 2014

How to implement such governance perspectives along the phases of TOGAF 9 ?

Tactical and process level KPIs

to specify here…(cf. the Content of the Architecture

Repository in Part III)

Page 18: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In the Preliminary Phase of TOGAF 9 : We start by modeling Baseline Architecture Capabilities of the Web Sale Company

18How to adapt and structure these capabilities using a « Capability-Based Planning » ?

Page 19: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Reminder : TOGAF’s ADM Phase Objectives and the « Capability-Based Planning » to align EA with Business Goals and Capabilities

19

Architecture Planning : Business Drivers and GoalsConcerns of the StakeholdersPrinciples, Requirements, Capability Assesment, Readiness Factors,…

Development of the Enterprise Architecture,Views of the Architectureacross domains, Risk Mitigation ,…

Consolidating architecture descriptionsDefinition of the RoadmapIdentifying opportunities for re-use andpotential solution components

Governance of implementation and Architecture Change Management

Detailed Implementation andMigration PlanWork Packages and Transition Architectures

© Birol Berkem GooBiz 2014From the Open Group’s TOGAF ®9.1 Specifications

Let’s start by considering Goals and Objectives Initially provided as part of the BSC Financial and Customer perspectives within the ADM Preliminary & the Architecture Vision Phases

Page 20: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In the Preliminary Phase : Drivers, Assessments and Initial Goals of the EA may be modeled using the ArchiMate ‘Stakeholder Viewpoint’

20

Business Drivers, GoalsPrinciples, initial Requirements, …

20How to discover Requirements on the basis of Stakeholders, Drivers and Goals ?

Page 21: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In Phase A : Requirements can be discovered by decomposing Goals using the ArchiMate ‘Goal Realization’ and ‘Motivation ‘Viewpoints (1/2)

21How to initiate ‘Capability Assessment’ on the basis of Changing Strategies ?

Page 22: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

‘Capability Assessment’ may be initiated here by assigning appropriate responsibilities to Baseline Capabilities on the basis of Changing Goals

Business functions to deliver Target Capabilities can also be discovered using ArchiMate Viewpoints (cf. next slide)

Baseline State assessment and Future State aspiration of the performance level of each capability,as well as impacts to the business organization resulting from the successful deployment of the Target Architecturemay be modeled on the basis of these assignmentswithin target capabilities(to be continued…)

22

Page 23: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In Phase A : Business Functions can also be discovered by applying the ArchiMate ‘Goal Realization’ and ‘Motivation ‘Viewpoints (2/2)

How to structure these Capabilities until the Technology Layer to mitigate risks, adapt them to changing requirements and align related SOA process components ?

Page 24: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Driving IT/SOA on the basis of Changing Strategies and Capabilities – Part III

• Business Agility & Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify

Governance Aspects of the EA Operating Model• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2

– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing

requirements and align related SOA process components– Updating the Architecture Repository– Performing Impact Analysis of Business Capabilities upon the Application and

Technology layers – Modeling the Roadmap, Transition Architectures and Work Packages– ‘Coordinate’ Implementation Projects Planning on the basis of Architecture constraints– Structuring the Goal-Driven and Capability Based SOA Backbone at the Implementation

Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with

expected service levels …• Conclusion

24

Page 25: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Structure capabilities until the Technology Layer on the basis of requirements and risks & align related SOA Processes• Business Agility – Definitions• Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify Governance Aspects of the EA Operating Model

• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– Basic Concepts, Layers and Viewpoints in ArchiMate 2 – Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to mitigate risks, adapt them to changing requirements and align related SOA components– Performing Impact Analysis of Business Capabilities upon the Application and Technology layers – Updating the Architecture Repository – Modeling the Roadmap, Transition Architectures and Work Packages– Modeling Implementation Projects Planning – Structuring the Goal-Driven and Capability Based SOA Backbone at the Implementation Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with expected levels …

• Conclusion

25

Let’s continue by structuring Capabilities tomitigate risks upon functions that composethem and also to analyze impacts of their evolution throughout Application and Technology layers

Page 26: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In the Business Architecture Phase (Phase B) : Capabilities are structured to mitigate risks and to be easily adapted to changes…

«BUSINESS CAPABILITY ORCHESTRATOR »

How to guide corresponding functional service level expectations in order to align SOA process components then describe related process orchestration ? 26

Page 27: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

On the basis of the previous capability structure, assign expectations to ‘Service Points’ that are controled by the Capability Orchestrator (Phases B and C)

class Functional Requirements by Serv ice Point

»Business Capability»Visitor [Registration] {Goal-Value = 100 Registrants / week}

«Service Point»Visitor [Entry]G 3.2.1 : Enter Visitor

{Motivate Visitor to Complete Registration}

«Service Point»Questionnaire

[Review]

«Service Point»Questionnaire

[Filling]

«Service Point»Bonus

[Assignment]

«Service Point»Registration [Notification]

G 3.2.5 : Send notification to the Visitor by e-mail

G 3.2.6 : Notify Sales by adding the new visitor to the list of visitors to turn into buyer...

G 3.2.2 : Fill questionnaire{Incite Visitor to continue to fill the Questionnaire}

G 3.2.3 : Assign bonusG 3.2.3.a - If bonus_rate > 30 % then review bonus assignment rule

G 3.3 : Review Questionnaire{Motivate Visitor to Complete its Registration Process}

«GDBS»Visitor

[Registration]

G 3.2.2.a : If Questionnaire [Filling] isaborted and abandon rate > 50%, ask the Marketing to review the questionnaire

»include»

»extend»

»include»»include»

»include»

Service points allow business capability components to interact with their environment (cf. Phase G - Implementation Governance focusing on the SOA Backbone)

« CAPABILITY ORCHESTRATOR »

27Then to describe the orchestration of service point activities we will use a process model

(cf. next slide)

Page 28: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

act Description of the Visitor [Registration]

VISITOR[REGISTERED]

G3.2-REGISTER VISITOR {MOTIVATE TO COMPLETE}

VISITOR[REGISTERED]

SYSTEM

:ASSIGN BONUS

testquestionnaire

AbandonEnd of reviewquestionnaire

VISITOR

MARKETING

ASSIGN FIRST A BONUS TO MOTIVATE VISITOR TO COMPLETE ITS ENTRY :FILL

QUESTIONNAIRE

:NOTIFY VISITOR

:REVIEW QUESTIONNAIRE

:ENTER VISITOR

«GDBS»Visitor [Registration] {Goal-Value = 100 Registrants / week}

THEN ADVERTISE ABOUT THE LOTTERY SYSTEM AT THE END OF THE REGISTRATION

[QUESTIONNAIRE FILLED]

[ABORT & ABANDON RATE <=50%]

[ABORT & ABANDON_RATE > 50 % ]

»realize»

Changes may be expressed using {constraints} applied to Business Capabilities

Process Actions are to be reconfigured by considering

new contraints to apply

The Orchestration of Service Points activities may be precisely described using UML or BPMN Process Descriptions

28Actions of the orchestrator service « makes call » to its service point behaviors to realize the « Register Visitor » Capability

«BUSINESS CAPABILITY ORCHESTRATOR »

Page 29: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

29

The EA Repository is continously enriched since definition of the Goals, Strategies, etc… from the Business Plan and BSC Perspectives throughout Processes

BUSINESS GOAL

STRATEGY

BUSINESS FUNCTION TO

DELIVER THE « EXTENDED CRM CAPABILITY »

© Birol Berkem GooBiz 2014

Tactic level KPIs from

« BSC Business Process Perspectives »

Some Actions of « BSC Business Process Perspectives » Identified as Tactics

SYSTEM REQUIREMENTS(based on process level KPIs

captured on the «BSC Business Process Perspectives »)

29Now, we need to perform an impact analysis for implementing each required business capability until the Technology Layer using ArchiMate (cf. for ‘Register Visitor’ function presented next)

BUSINESS FUNCTION TO

DELIVER THE « PORTFOLIO MANAGEMENT CAPABILITY »

BUSINESS FUNCTION TO DELIVER THE « PORTFOLIO

MANAGEMENT CAPABILITY »

Page 30: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In Phases B and C : The ‘Layered’ Viewpoint supports the Impact Analysis for Implementing the « Managing Visitor Registration » Capability

3030

© Birol Berkem GooBiz 2014

The impact analysis should continue to be performed until the Technical layer (cf. next slide)

Development of the Architecture Views across Business and IS domains…

Page 31: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In Phases C, D : The ‘Layered’ Viewpoint supports the Technical Impact Analysis for Implementing the « Managing Visitor Registration… » Capability

31

Development of the Architecture Views across IS and Technical domains…

© Birol Berkem GooBiz 2014

How to consolidate the gap on the basis of this impact analysis and design the roadmap (cf. Part IV)

Page 32: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Driving SOA on the basis of Changing Strategies and Capabilities – Part IV

• Business Agility & Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify

Governance Aspects of the EA Operating Model• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2

– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing

requirements and align related SOA process components– Updating the Architecture Repository– Performing Impact Analysis of Business Capabilities upon the Application and

Technology layers – Modeling the Roadmap, Transition Architectures and Work Packages– ‘Coordinate’ Implementation Projects Planning on the basis of Architecture

constraints– Structuring the Goal-Driven and Capability Based SOA Backbone at the

Implementation Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with

expected service levels …• Conclusion 32

Page 33: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Modeling the Roadmap, Transition Architectures and Work Packages to ‘coordinate’ Implementation Projects

• Business Agility – Definitions• Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify Governance Aspects of the EA Operating Model

• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing requirements and align related SOA

process components– Performing Impact Analysis of Business Capabilities upon the Application and Technology layers – Updating the Architecture Repository – Modeling the Roadmap, Transition Architectures and Work Packages– ‘Coordinating’ Implementation Projects Planning on the basis of Architecture constraints– Structuring the Goal-Driven and Capability Based SOA Backbone at the Implementation Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with expected levels…

• Conclusion

33

•In this third step, we consider the consolidated RoadMap to reach the Target Architecture.

•Capability Increments for Transition Architectures willextend the existing business capabilities (initially starting by the Baseline ones)

•Work Packages of Actions to realize them as well as the Planning of the Implementation Projectswill be ‘coordinated’ on the capability basis…

Let’s start by drawing the Roadmap and its underlying capabilities for transition architectures

Page 34: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

In Phase E : The Roadmap and underlying capabilities for Transition and Target Architectures are consolidated from phases B,C,D

Consolidating architecture descriptionsDefinition of the RoadmapIdentifying opportunities for re-use andpotential solution components

Let’s continue by determining deliverables and work package actions to deliver thecapability increments of the transition architecture

Page 35: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

35

Deliverables and Work Package Actions are determined for the Transition Architecture (1/2)

Consolidating architecture descriptionsDefinition of the RoadmapIdentifying opportunities for re-use andpotential solution components

35© Birol Berkem GooBiz 2014And finally determined for the target architecture… (next slide)

Page 36: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Deliverables and Work Package Actions are finally determined for the Target Architecture (2/2)

How to use these capability-driven deliverables to ‘coordinate’ Organizational and IT Projects ?

Traceability links that are automatically displayed for the selected deliverable are useful for Consolidating architecture descriptions

36© Birol Berkem GooBiz 2014

Page 37: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Phase F : ‘Coordinate’ the Implementation Projects

Implementation Projects will be realized in Phase G on the basis of business, IS and technologic constraints imposed to the Architecture from phases B to E

37© Birol Berkem GooBiz 2014

motivation Structuring Visitor Registration Capability

MANAGING VISITOR REGISTRATION WITH THEIR PRODUCTS OF INTEREST AND MINIMIZING"ABANDON"

Visitor [Profil ing]

Visitor [Identification]

Visitor [Registration]

Registration [Notification]

Bonus[Assignment]

G 3.2.1 : Motivate Visitorto Complete and submit

his Entry Form

G 3.2.2 : Incite Visitor tocontinue to complete his

profil ing

Registration [Support]

Enter Visitor

FillQuestionnaire

Notify Registration

Register Visitors with their products of interest andmimimize "abandon"

Register Visitor Service

Notify the Marketing andSales Units with Registered

Visitors

ReviewQuestionnaire

Business Service

An Aggregation of Business Functions to deliver the "VISITOR REGISTRATION" Capability

acts as a "controler" function to deliver the "VISITOR REGISTRATION" Capability

triggers

realized by

Assignment of Requirements to the Business Functions that deliver the "Visitor Registration" Capability

The business processto invoke when the business function is "triggered"

«BUSINESS CAPABILITY ORCHESTRATOR »

B.C. MODEL FRAGMENT

Page 38: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Driving IT/SOA on the basis of Changing Strategies and Capabilities – Part V

• Business Agility & Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify

Governance Aspects of the EA Operating Model• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2

– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing

requirements and align related SOA process components– Updating the Architecture Repository– Performing Impact Analysis of Business Capabilities upon the Application and

Technology layers – Modeling the Roadmap, Transition Architectures and Work Packages– ‘Coordinate’ Implementation Projects Planning on the basis of Architecture

constraints– Structuring the Goal-Driven and Capability Based SOA Backbone at the

Implementation Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with

expected service levels …• Conclusion 38

Page 39: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Structuring the Goal-Driven and Capability Based SOA Backbone

• Business Agility – Definitions• Enterprise Architecture : Goals and Roles• Balanced ScoreCards / Strategy Map techniques to specify Governance Aspects of the EA Operating Model• Business & IT Alignment using TOGAF 9.1 and ArchiMate 2

– Phases in TOGAF’s ADM – A Summary– TOGAF for SOA - Initial Content Meta-Model– TOGAF’s Capability-Based Planning and ArchiMate 2 Layers– Modeling with ArchiMate 2 throughout TOGAF 9.1’ ADM phases– Structuring Capabilities to track risk mitigation by function, adapt them to changing requirements and align related SOA

process components– Performing Impact Analysis of Business Capabilities upon the Application and Technology layers – Updating the Architecture Repository – Modeling the Roadmap, Transition Architectures and Work Packages– Modeling Implementation Projects Planning – Structuring the Goal-Driven and Capability Based SOA Backbone at the Implementation Governance Phase – Plug-in solution building-blocks (components) to achieve service behaviors with expected levels…

• Conclusion

39

In this last step (Phase G), we focus on the Goal-Driven and Capability-Based SOA Backbone (of Architecture Building Blocks)where solution components (building-blocks) are tobe plugged within Service Ports whose behaviors are to be orchestrated by Capability Orchestratorsto realize related functions…

Page 40: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

USE CASE )UC(

Service/Request Point )UC Comp( Business Capability

Component

«BUSINESS CAPABILITY ORCHESTRATOR »

« B.C.O »

« B.C.O »

« BUSINESS CAPABILITY ORCHESTRATOR »

«BUSINESS CAPABILITY ORCHESTRATOR »

In Phase G : The SOA Backbone of the system is specified being aligned on the business functions, requirements and expected service levels to deliver ‘Capabilities’

Service/Request Point )SRV Comp(

© Birol Berkem GooBiz 2013

Internal Structures of the SOA Business Capability Component are kept conform to the published Capability Model Fragments (Phases B to F) - Thus, we just have to describe SBBs to plug-in into these ABBs (UC and service points above)

40

Page 41: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

UC and Service Solution Building Blocks (SBBs) may be specified using a service choreography

Visitor Questionnaire

<<SRV-P>> <<SRV-P>>

<<ENTITY>><<ENTITY>>

Visitor[Registration]

act Description of actor / system interactions for rea...

SRV-CompUC-Comp

entry request

Complete Fields

Fill Form Validate Form

Register Form

End-of-entry

Thanks for entry

Process Entry

[invalid entry]

[form found]

[form_checked_ok]

[entry corrected]

[form fil led]

<<UC-Comp>>Visitor [Entry]

Visitor[Notification]

Visitor[Entry]

<<REALIZE>> <<REALIZE>>

Form

<<ENTITY>>

DATA SERVICES

FUNCTIONAL LAYER

UI

»  UC-Comp » and » SRV-Comp » interactions for the User Story « Enter Visitor » may be implemented by a couple of web service port components

I_Entry« GOAL-DRIVEN

SERVICE »

VISITOR [REGISTRATION]

BUSINESS LAYER

BUSINESS & DATA LAYER

FU

NC

TIO

NA

L LA

YE

R

« B.C.O »

To fill-in use case and service ABBs of the Architecture Backbone by the corresponding solution behaviors, we will transform actions of UC-Comp and SRV-Comp partitions into methods before plugging them as SBBs (cf. next)

41

Page 42: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Service/Request Point )SRV Comp(

Service/Request Point )UC Comp(

»GdS_Comp»Visitor_Registration::

Visitor_Entry

- entry_processed: boolean- entry_requested: boolean- form_registered: boolean- form_validated: boolean

+ enter_visitor)( : void- process_entry)( : void

{pre: entry_requested}- register_form)( : void- validate_form)( : void

<<Trace>>

In Phase G : Solution Components (SBBs) are plugged into the Service Points (ABBs) of the Architecture backbone to implement business functions

42

»UC_Comp»Visitor_Registration::

Visitor_Entry

- complete_fields: boolean- form_incomplete: boolean- visitor_entered: boolean

+ enter_visitor)( : void- complete_fields)( : void- fill_form)( : void

{pre : form_found}- thanks_for_entry)( : void

<<Trace>>

Business Capability Component

SRV-CmpUC-Cmp

« B.C.O »

«BUSINESS CAPABILITY ORCHESTRATOR »

« B.C.O »

« BUSINESS CAPABILITY ORCHESTRATOR »

«BUSINESS CAPABILITY ORCHESTRATOR »

42

Page 43: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Summary - Driving SOA through TOGAF’s ADM Phases using ArchiMate and UML

43

class Functional Requirements by Serv ice Point

»Business Capability»Visitor [Registration] {Goal-Value = 100 Registrants / week}

«Service Point»Visitor [Entry]G 3.2.1 : Enter Visitor

{Motivate Visitor to Complete Registration}

«Service Point»Questionnaire

[Review]

«Service Point»Questionnaire

[Filling]

«Service Point»Bonus

[Assignment]

«Service Point»Registration [Notification]

G 3.2.5 : Send notification to the Visitor by e-mail

G 3.2.6 : Notify Sales by adding the new visitor to the list of visitors to turn into buyer...

G 3.2.2 : Fill questionnaire{Incite Visitor to continue to fill the Questionnaire}

G 3.2.3 : Assign bonusG 3.2.3.a - If bonus_rate > 30 % then review bonus assignment rule

G 3.3 : Review Questionnaire{Motivate Visitor to Complete its Registration Process}

«GDBS»Visitor

[Registration]

G 3.2.2.a : If Questionnaire [Filling] isaborted and abandon rate > 50%, ask the Marketing to review the questionnaire

»include»

»extend»

»include»»include»

»include»

act Description of actor / system interactions for rea...

SRV-CompUC-Comp

entry request

Complete Fields

Fill Form Validate Form

Register Form

End-of-entry

Thanks for entry

Process Entry

[invalid entry]

[form found]

[form_checked_ok]

[entry corrected]

[form fil led]

In Phase E : The Roadmap and capabilities are consolidated from phases B,C,D

In Phase B,C,D : Impact Analysis of new Capabilities is performed across Architecture Layers

In Phases B & C : SOA Architecture Constraints are also considered within

Capability Structures

In Phases Prelim. & A : Capabilities are assessed on the basis of Goals,

Principles,Requirements,…

In Phases E & F : Implementation Projects are planned to realize Capabilities

In Phases G & H : Capability Driven SOA Backbone Components are Implemented to realize expected

functions and Changes are Managed

In Phase B : Capabilities are first structured depending on the risks

and requirement basis

Page 44: TOGAF 9 and Archimate 2.0 for Aligning SOA With Business Strategies and Capabilities

Conclusion• The alignment of organizations with their changing environment requires a Goal

and Capability Driven Development that allows :

– Communication of key requirements of the future state of the enterprise (strategies, principles, vision …) on Goal and Capability basis to ensure a coherent evolution,

– Propagation of the changes to ensure a coherent reactivity until the Technology layer SOA solution building-blocks (components)

• EA ensures this alignment by its support to the Business Motivation Model (BMM), Balanced Score Cards, Strategy Map, TOGAF 9, ArchiMate 2 and SoaML standards

• It also permits organizations to capitalize on their business knowledge by the means of “Business Capabilities”

• Complementary information to this presentation about the Agile Enterprise Modeling, IT and System Specifications can be found on our website : www.goobiz.com

• Its complementary presentation as a webinar entitled “How to increase business agility using TOGAF and ArchiMate” will be organized soon in the context of our partnership with iCMG : http://live.icmgworld.com/

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