enterprise communication using archimate

1 w w w . c s I n t e r a c t i v e T r a i n i n g . c o m www.csInteractiveTraining.com

Enterprise Collaboration

Presented by Louw Labuschagne

2 w w w . c s I n t e r a c t i v e T r a i n i n g . c o m

Louw is passionate about all aspects of information management and had the opportunity to act as strategist, architect, speaker, trainer, analyst, modeller and developer within this field over the past 18 years holding a strong track record at reputable organisations.

Industry Contributions• Contributor to TOGAF 9 & ArchiMate 1.0 Standards• Contributor to TOGAF 9 Certification for People• Open Group white paper co-author: IT Governance• Speaker at Open Group conferences & Webinars

Industry Articles• Author of several published white papers on TOGAF,

Enterprise Architecture & Architecture skills

Certifications • TOGAF 9 Certified Architect• Licensed ZapThink Architect• Zachman Certified• ArchiMate 2 Certified

Louw Labuschagne

M. Tech. Professional Practice in I.T. , MBA

Agenda

• Business Context

• The Need for Collaboration

• Business Entities

• Entity Lifecycles

• The ArchiMate Language

• Primitive & Composite Views

EA as Strategy

GERAM Zachman Framework

ISO/IEC 38500

ArchiMate Architecture Capability

ISO/IEC 42010

Open Enterprise Security

Architecture

Board of Directors

Vehicle Asset Finance

Business Information

Management

Dealer Call Centre

Service Centre

Processing Centre

Document Filing

Retail Banking Division

Home Loans Division

Shared Services Division

Finance

Internal Audit

MIS & Fin Reporting

Marketing HR

Performance Management

Learning & Development

Enterprise Program

Office

Project Haraka

Strategy & Architecture

Projects & Development

IT Operations

Organisational Structure

• The Vehicle Asset Finance is a highly paper intensive with 85000 applications received monthly.

• 20% is manually faxed and contains an average of 4 pages per application.

Vehicle Asset Finance Division

Business Challenge: The VAF has faced a 5% loss in its market share over the past 3 years due to application processing taking longer that 4

hours per application.

Key Issues within the VAF

Process inefficiencies

Ineffective manual work distribution

methods result in bottlenecks and high lag

Data Quality Issues

No control over the quality of data entering

the processing channel

System Inefficiencies

Inability to systematically track where a

transaction is in the process

Deterioration in sales

relationships

Accountability for service

breakdowns can’t be identified (Blaming)

Vehicle Asset Finance Division

• There is an on-going initiative in Imali Bank to make the business paperless, resulting in an increased importance ascribed to the value of Business Process Management (BPM) systems.

• This has led to Imali bank’s decision to implement a BPM solution in the Vehicle Asset Finance (VAF) environment to manage the administration of vehicle asset finance applications.

• To ensure maximum business process efficiency the business processes in the VAF service centre and processing centre will be reengineered in parallel with the implementation of the BPM solution.

Project Haraka – Automating Vehicle Asset Finance

The Business Need

How would you solve the issues in the VAF Division?

• Update the systems on a trial and error basis..

High Risk

1 0 w w w . c s I n t e r a c t i v e T r a i n i n g . c o m

• Appoint a professional person to help update the system..

Time consuming

Expensive

• The current system reached end-of-life; Replace with a new system

DecommissionBuild from scratch

The Answer: Enterprise Architecture

"If you get really honest and search all of history, seven thousand

years of known history of humankind, to find how humanity has

learned to cope with two things, complexity and change… there is

one game in town, ARCHITECTURE.” John Zachman

ISO/IEC 42010:2007 defines “architecture” as:

“The fundamental organization of a system, embodied in its components, their

relationships to each other and the environment, and the principles governing its

design and evolution.”

Enterprise Architecture is the continuous practice of

describing the essential elements of a socio-technical

organisation, their relationships to each other and to

the environment, in order to understand complexity

and manage change.- Enterprise Architecture Research Forum (EARF)

Built Environment Lifecycle

Concept

Design

Installation

ISO 15704 Requirements for enterprise-reference architectures and methodologies

• its initial concept in the eyes of the entrepreneurs who

initially developed it,

• through its definition,

• functional design or specification,

• detailed design,

• physical implementation or construction,

• and finally operation

• to obsolescence.

Generalised Enterprise Reference Architecture and Methodology (GERAM) is an enterprise-reference architecture that models the whole life history of an enterprise integration project from

Identification

Concept

Requirements

Preliminary Design

Detailed Design

Implementation

Operation

Decommission

Product Lifecycle

1. Identification

2. Concept

3. Requirements

4. Preliminary Design

5. Detailed Design

6. Implementation

7. Operation

8. Decommission

ISO 15704 GERAM Life-cycle Phases

Architecture

1. Identification

2. Concept

3. Requirements

5. Detailed Design

6. Implementation

7. Operation

8. Decommission

The Zachman Framework for Enterprise Architecture has become a de facto standard for classifying the artifacts developed in enterprise architecture. It is a logical structure for classifying and organising the design artifacts of an enterprise that are significant to its management.

The Zachman Framework is:• Simple – easy to understand, not technical, but logical.• Comprehensive – it addresses the Enterprise in its entirety.• a Language – helps to communicate complex concepts precisely with

few, non-technical words.• a Planning tool – position issues in the context of the Enterprise and

assists with making better choices.• a Problem-solving tool – working with abstractions allows for the

isolation of simple variables without losing the sense of complexity of the Enterprise as a whole.

The Zachman Framework

• Strategic Information– Organised Information about the environment

• Markets• Customers / non-customers• Technology Trends• World-wide Finance / Changing world economy

• Tactical Information– Foundation Information– Productivity Information– Competence Information– Resource Allocation Information

• Operational Information– Accounting Information -> focused on lowering cost– Cost accounting / Total Quality Management

Business Success is based on Creating Value and Wealth and not in just controlling costs – Peter Drucker

Enterprise Architecture Value Contribution

Several disciplines are involved in the enterprise change process

Change Process

Management Science

Industrial Engineering

Control Engineering

Information & Communication

Technology

The Entity Life cycle

Strategic Management Entity (Type 1) defines the necessity and the starting of any enterprise engineering / integration effort.

Engineering Entity (Type 2) provides the means to carry out the enterprise engineering efforts defined by enterprise Entity Type 1.

Construction Entity (Type 2) provides the means to carry out the enterprise engineering efforts defined by enterprise Entity Type 1.

Manufacturing Entity (Type 3) is the result of the operation of Entity Type 2. It uses the operational system provided by Entity Type 2 to define, design, implement and build the products and customer services of the enterprise (Entity Type 4).

ISO 15704 GERAM Entity Types & Entity Life-cycle Phases

1. Identification

2. Concept

3. Requirements

5. Detailed Design

6. Implementation

7. Operation

8. Decommission

Product: Enterprise Concept

Product: Enterprise Design

Product: Enterprise Installation

Enterprise Product (Type 4) is the result of the operation of Entity Type 3. It represents all products and customer services of the enterprise.

Entrepreneur / Executives

Board of Directors

Vehicle Asset Finance

Business Information

Management

Dealer Call Centre

Service Centre

Processing Centre

Document Filing

Retail Banking Division

Home Loans Division

Shared Services Division

Finance

Internal Audit

MIS & Fin Reporting

Marketing HR

Performance Management

Learning & Development

Enterprise Program

Office

Project Haraka

Strategy & Architecture

Projects & Development

IT Operations

Strategic Management Entity (Type 1) defines the necessity and the starting of any enterprise engineering / integration effort.

Manufacturing Entity (Type 3) is the result of the operation of Entity Type 2. It uses the operational system provided by Entity Type 2 to define, design, implement and build the products and customer services of the enterprise (Entity Type 4).

ISO 15704 GERAM Entity Types

Imali Bank Vehicle Asset Finance Electronic Application Service (i-VAF)

• To optimise business processes i-VAF will provide full end-to-end management of each vehicle asset finance application.

• i-VAF will provide full process and status visibility of application transactions at all interfacing points.

– The visibility that is gained will enable continuous improvement to eliminate waste from processes and improve turnaround time and costs.

– Quality assurance will be incorporated earlier in the lifecycle and feedback required during the process will be automated where necessary.

– All manual forms and other supporting documentation related to applications will be electronically available and greatly reduce the need for paper.

• i-VAF will provide the capability to allocate work based on business rules as well as re-prioritise and re-allocate work when required.

– Full business activity monitoring will be available across the end-to-end vehicle asset finance application management process with service level agreements and escalation management.

Enterprise Product (Type 4) is the result of the operation of Entity Type 3. It represents all products and customer services of the enterprise.

Project Management

Companywide IT Governance

IT Engagement Model*

Company strategy & operations

Project planSolution

Architecture

Enterprise architecture

Alignment

Business Linkage• Business sponsors for projects• Regular project reviews by

company level office• Process owners• Incentives tied to company goals

Architecture Linkage• Architect on projects• Project funding based on

Architecture compliance• Architect training

ITBusiness

Alignment Linkage• Project Management Office• Business – IT relationship

managers• Project manager training

*Based on the model defined in Enterprise Architecture as Strategy (Ross, Weill & Robertson)

ISO 38500:2008

ISO 21500:2012

ISO/IEC 20000: 2005

AAF Automotive Architecture Framework

BCA Business Capability Architecture

BEAM Business Enterprise Architecure Modeling

BPEAM iteratec best-practice enterprise architecture management (EAM) method

CEA CEA Framework: A Service Oriented Enterprise Architecture Framework (SOEAF)

CIAF Capgemini Integrated Architecture Framework

DoDAF US Department of Defense Architecture Framework

DRA1 Dragon1

E2AF Extended Enterprise Architecture Framework

EXAF Extreme Architecture Framework

FEAF US Federal Enterprise Architecture Framework

FFLV+GODS Functions-Flows-Layers-Views + Governance-Operations-Development-Support

FSAM Federal Segment Architecture Methodology (FSAM)

GEAF Gartner's Enterprise Architecture Framework

HEAF Health Enterprise Architecture Framework

Enterprise Architecture Frameworks

ICODE iCode Security Architecture Framework

IFW IBM Information FrameWork (IFW)

4+1 Kruchten's 4+1 view model

MODAF (UK) Ministry of Defence Architecture Framework

NAF NATO C3 Systems Architecture Framework

NIST-EAM NIST Enterprise Architecture Model

PEAF Pragmatic Enterprise Architecture Framework

PPOOA Processes Pipelines in Object Oriented Architectures

SABSA Sherwood Applied Business Security Architecture

TEAF (US) Treasury Enterprise Architecture Framework

TOGAF The Open Group Architecture Framework

xAF Extensible Architecture Framework

ZF Zachman Framework

IADS IBM Architecture Description Standard

IAF Index Architecture Framework

IFIP-IFAC Task Force, 1999)

ISO 15704 Requirements for enterprise-reference architectures and methodologies

GERAIdentifies concepts of enterprise integration

EEMDescribe process of

enterprise engineering

EMLsProvide modelling

constructs for modelling enterprise concepts

EETsSupport enterprise

engineering

GEMCsDefine the meaning of enterprise modelling

constructs

PEMsProvide reusable reference

models and designs of enterprise concepts

EMsEnterprise designs, and

models to support analysis and operationEMOs

Provide implementable modules (human,

process & technology)EOS

Support the operation of the particular enterprise

employs utilise

Implemented in

support

Used to build

Used to implement

(Particular) Enterprise

Operational Systems

Human Concepts

Technology Concepts

Process Concepts

Generic Enterprise Reference

Architecture

Enterprise Engineering Methodology

Enterprise Modelling

Languages

Partial Enterprise

Models

Generic Enterprise Modelling Concepts

Enterprise Modules

(Particular) Enterprise

Models

Enterprise Engineering

ToolsStrategic

Management Entity

(Type 1)

Construction Entity

(Type 2)

Engineering Entity

(Type 2)

Enterprise Product (Type 4)

Manufacturing Entity (Type 3)

Methodology Entity

(Type 5)

Enterprise Engineering Tool

The Architecture Development Method (ADM) is an iterative approach to planning, designing, realising, and governing the change effort.

ISO 38500:2008

ISO 21500:2012

ISO/IEC 15504 (SPICE)

ISO/IEC 20000: 2005 Identification

Concept

Requirements

Preliminary Design

Detailed Design

Implementation

Operation

Decommission

ArchiMate

ArchiMate 2 and the TOGAF® ADM

• ArchiMate Core– Enables modeling of the

architecture domains defined by TOGAF

• Motivation Extension– Enables modeling of

stakeholders, drivers for change, business goals, principles and requirements

• Implementation and Migration Extension– Enables modeling of project

portfolio management, gap analysis and transition and migration planning

Have you ever seen the following happen?

THE QUICK BROWN FOX JUMPS OVER THE LAZY DOG

Apply English Language Rules

Can you now answer the question?

THE QUICK BROWN FOX JUMPS OVER THE LAZY DOG

...Because everyone in the room were taught the english language rules ...

Standard form for each shape

Standard spelling for using shapes

Standard pronunciations for each shape

Standard meanings of each shape

Standard rules for the use of shapes

Key requirements of an Enterprise Architecture Modelling Language

Focused on modelling inter-domain relations Modelling the global structure within each domain, showing the

main elements and their dependencies, in a way that is easy to understand for non-experts of the domain

Models must be interpreted in an unambiguous way

Visualise models in a different way, tailored towards specific stakeholders with specific information requirements

Introduction to [Ahr-ki-meyt]

• ArchiMate provides instruments to support enterprise architects in describing, analysing and visualising the relationships among business domains in an unambiguous way

• ArchiMate is an open and independent modelling language for enterprise architecture

• Supported by leading EA tool vendors • Tailored towards specific stakeholders addressing specific

information requirements

Layered Services Approach

Application LayerThe Application layer supports the business layer with application services which are realised by (software) applications.

Business LayerThe Business layer offers products and services to external customers, which are realised in the organisation by business processes performed by business actors.

Technology LayerThe Technology layer offers infrastructural services (e.g., processing, storage and communication services) needed to run applications, realised by computer and communication hardware and system software.

A service is defined as a unit of functionality that some entity (e.g., a system, organisation or department) makes available to its environment, and which has some value for certain entities in the environment.

Language Elements

• Behavioural or dynamic aspect – Behavioural concepts are assigned

to structural concepts, to show who or what displays the behaviour

• Structural or static aspect – Active structural elements

• the business actors, application components and devices that display actual behaviour, i.e., the ‘subjects’ of activity

– Passive structural elements• i.e., the objects on which behaviour

is performed

• External view and an internal view– For the external users, only this

external functionality, together with non-functional aspects such as the quality of service, costs etc., are relevant

Generic Metamodel – Core Concepts of ArchiMate

Practical: Model the following in your favourite modelling tool

• Now that you have a basic overview of the open day process as it is, let's see what happens when we extend the use of the new CRM package. To understand how that will work, we need to break apart the services that the applications provide, and represent them in a separate 'services' layer, between the application layer and the business layer. It will contain:

• • The MS Exchange package realises the email service• The CRM package realises:

– a Marketing Service– a CRM e-mail Service– a Print Open Day Register Service

Add Services Layer

• These services are particularly widely used inside the Open Day Planning process, so we'll make that process box bigger and we'll put a number of sub-processes inside of it. It starts with:

• a Confirm Room Booking process, which triggers both:– an E-mail staff process, which triggers:

• a Book Catering process, which triggers: • a Check and Update Signage process, which triggers both:

– a Print PGCE process– an Update Materials process, which triggers:– the same Print PGCE process

– a Create Marketing list process, which triggers:• an Attach Marketing List to Event process, which triggers:• an E-mail Marketing List process, which triggers:• an Add Planning Tasks process, which triggers:• the same Update Materials process

Add Sub-processes

Now that the process has been elaborated, we can connect which services are used to make these processes happen. • The Marketing Service is used by:

– Create Marketing List process– Attach Marketing List to Event process– Add Planning Tasks process

• The E-mail Service is used by:– Confirm Room Booking process, – E-mail staff process– Send Update to Subject Staff process

• The CRM E-mail Service is used by: – E-mail Marketing List process

• The Print Open Day Register Service is used by:

– Print Open Day Register process

Link Services to processes

• In addition, there now is a Role of "Open Day planner" who has been assigned all processes in the open day planning model.

• The role has been assigned to the actor "Sue".

Add Role

• The model is fairly comprehensive, but also a bit hairy. • It's just too complex to show to most stakeholders. • That's why we want to create a new view on the same model.• The ArchiMate specification itself specifies 18 views for various

purposes, but ArchiMate Modelling Tool will happily let you make your own view.

• In each case, the important point is to be clear what the view is meant to achieve or convey, and for what stakeholders it is intended.

• For this exercise:– Pick your goal– Pick your target group– Limit the number of entities in the view to the ideal: seven, plus or minus

Architecture

1. Identification

2. Concept

3. Requirements

5. Detailed Design

6. Implementation

7. Operation

8. Decommission

Row 2 – Conceptually define what the owners have in mind

Row 3 – How will the Enterprise concepts be realised systematically

Row 4 – Enterprise implementation based on general technology constraints

Row 5 –Specify the implementations to specific technology products

Row 6 – Functioning Enterprise

Row 1 – Boundaries of the Enterprise, what is included

The Zachman Framework consists of a six by six matrix with each row representing a different perspective on the enterprise. Row 1 is the most abstract view, with each following row representing more detail and concrete views of the enterprise until Row 6 that are the functioning enterprise.

Contextual

Conceptual

Logical

Physical

As Built

Functioning

Contextual

Conceptual

Logical

Physical

As Built

Functioning

Rule 2:

Each column has a simple, basic model

Rule 3:

Basic model of each column is unique

Rule 4:

Each row represents a distinct view

Rule 5:

Each cell is unique

Rule 6:

Combining the cells in one row forms a complete description from that view

Basic Model = Entities and Relationships

Entity

Relationship

Entity

Rule 1:

Columns have no order

The Zachman Framework Rules

• External Requirements and Drivers

• Business Function Modeling

Function/HowList of processes the business performHigh-level business functions

Data/WhatList of things important to the business

People/WhoList of Organisations important to the business

Network/Where List of locations in which the business operates

Time/WhenList of events significant to the business

Motivation/WhyList of business goals and strategies

Row 1: Scope/Planner’s View

Motivation Extension Metamodel

Example Motivation Extension Model

• Business Process Models• Business Function Allocation• Elimination of Function

Overlap and Ambiguity

Function/HowBusiness processes

Data/WhatBusiness data

People/WhoRoles and responsibilities in each process

Network/WhereLocations related to each process

Time/WhenEvents for each process and sequencing of integration and process improvements

Motivation/WhyPolicies, procedures and standards for each process

Row 2: Enterprise Model/Designer’s View

Business Layer Metamodel

Example Business Layer Model

• Logical Models• Project Management• Requirements Definition

Function/HowLogical representation of information systems and their relationships

Data/WhatLogical data models of data and data relationships underlying information

People/WhoLogical representation of access privileges constrained by roles and responsibilities

Network/WhereLogical representation of the distributed system architecture for locations

Time/WhenLogical events and their triggered responses constrained by business events and their responses

Motivation/WhyPolicies, standards and procedures associated with a business rule model

Row 3: System Model/Designer’s View

Application Layer Metamodel

Example Application Layer Model

• Physical Models• Technology Management• Solution Definition and

Development

Function/HowSpecifications of applications that operate on particular technology platforms

Data/WhatDatabase management system (DBMS) type requirements constrained by logical data models

People/WhoSpecification of access privileges to specific platforms and technologies

Network/WhereSpecification of network devices and their relationships within physical boundaries

Time/WhenSpecification of triggers to respond to system events on specific platforms and technologies

Motivation/Why`Business rules constrained by information systems standards

Row 4: Technology Model/Builder’s View

Technology Layer Metamodel

Example Technology Layer Model

• Configuration Management• Deployment

Function/HowPrograms coded to operate on specific technology platforms

Data/WhatData definitions constrained by physical data models

People/WhoAccess privileges coded to control access to specific platforms and technologies

Network/WhereNetwork devices configured to conform to node specifications

Time/WhenTiming definitions coded to sequence activities on specific platforms and technologies

Motivation/WhyBusiness rules constrained by specific technology standards

Row 5: As-Built/Integrator’s View

• Functioning Enterprise• Operations Management• Evaluation

Function/HowFunctioning computer instructions

Data/WhatData values stored in actual databases

People/WhoPersonnel and key stakeholders working within their roles and responsibilities

Network/WhereSending and receiving messages

Time/WhenTiming definitions operating to sequence activities

6 Motivation/WhyOperating characteristics of specific technologies constrained by standards

Row 6: Functioning Enterprise/User’s View

Implementation & Migration Extension Metamodel

Example Implementation & Migration Model

ArchiMate 2 Summary

Business owners need to realise that their

enterprise architecture design is a reflection of their

business even if it is not intentional. If you don’t

care about your enterprise architecture then your

design is telling people that you don’t care about

your business.

— MARCO SUAREZ (SLIGHTLY ADAPTED)

enterprise communication using archimate

governanceproject

vehicle asset

governance

projectsregular

operational

company goalsarchitecture

projectsproject

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