archimate for modeling and analysis of enterprise...

ArchiMate for modeling and analysis of

Enterprise Architecture at a major Insurance Firm

Maximize ROME*

*Return On Modelling Effort

Agenda

Why Archimate ? What was the problem that Archimate addressed ? What is the quality of the Archimate language for EA ?

The Insurance Case The project and company context The problem and our approach ? The ArchiMate deliverables, a peek in the repository.

Lessons Learned

WHY ARCHIMATE ?Thinking of enterprises

Carthography

Google Earth

Stad View

Google Earth

Building View

Enterprise Cartography

Google Earth

Stad View

Google Earth

Building View

My management perspective

Business Manager

Enterprise Architecture Management

Translating the requirement –

implementation bridge with UML

Solution Architect

Problem:To manage enterprise landscapes there is no

language available

Finally Archimate ?

7

Siebel SAS export

Siebel AFM import

Siebel W asstraat import

Siebel GBAim port

Siebel

ACBE extractie

ACBE

Orca2 W asstraatexport

Orca2 Neon export

Orca2 ACBE import

Orca2

BGS ACBE import

BGS

DBBUDNSTACBE import

DBBUDNST Tussenpersoon

raadplegen

DBBUDNST EuroLife

Zodiac ZDS export

Zodiac ZMO export

Zodiac klantenbeheer

Zodiac tussen-persoon

raadpleging

Zodiac

TPL Neonrelatie import

TPL

TPC Neonrelatie im port

TPC Coda

DBBUNST Tussenpersoon

Transactie (Applicatie) Laag

ACBE tussenpersoon beheer

ACBE verbandsrolbeheer

ACBE organisatiebeheer

ACBE provisiebeheer

ACBE productbeheer

ACBE relatiebeheer

ACBE stamgegevens beheer

ACBE historie raadplegen

AC

BE

Sch

erm

en

Siebel Abonnement beheer

Siebel campagne beheer

Siebel serviceaanvraag beheer

Siebel betaalkanaal beheer

Siebel activi teiten beheer

Siebel organisatiebeheer Siebel communicatiekanaal beheer

Siebel relatie raadplegen

Siebel Verbandsrol beheerSiebel verkoopkansbeheer

Siebel Offerte beheren

Siebel bedrijf raadplegen

Siebel AFM register raadplegen

Sie

bel S

cher

men

Orca2 authorisatie beheer

Orca2 relatierol beheer Orca2 AO-historie beheer

Orca2 Standaardiseren en ontdubbelen

Orca2 organisatie beheer

Orca2 relatiebeheer

Orca2 verbandsrol beheer

Orc

a2 s

cher

men

Presentatie Laag

W asstraat Orca2 import

W asstraat Eurolife im port

W asstraat ACBE import

W asstraat TPL import

Wasstraat

SAS ACBE Import Script

Assyst ACBE import Script Wasstraat ACBE import script

DBBUDNST ACBE import scriptBGS ACBE im port script

Neon Orca2 import script

W asstraat Orca2 import script

Fisys Neon import script

ACBE exportgegevensNeon Fisys exportgegevens

Orca2 Neon exportgegevens

Orca2 Wasstraat export gegevens DBBUDNST Tussenpersoon gegevens

Siebel exportgegevens

Export gegevens

Neon Orca2 importgegevensWasstraat Orca2 importgegevens

BGS ACBE importgegevens

SAS ACBE importgegevens

Assyst ACBE importgegevens

DBBUDNST ACBE importgegevens (provisie)

DBBUDNST ACBE importgegevens (SER)

Wasstraat ACBE importgegevens Orca2 ACBE importgegevens

Siebel Wasstraat importgegevens Siebel AFM importgegevens

Importgegevens

Siebel W asstraat import script

Siebel AFM import script

Orca2 ACBE Import Script

Neon CPM export

Neon Fisys export

Neon Fisys import

Neon Orca2 import

Neon TPC export

Neon TPC import

Neon TPL export

Neon TPL import

Neon Middleware

Integratie Laag inclusief data uitwisseling

Bedrijfsprocessen

HRM Uitvoeren inkoop Verzorgen interne en externe communicatie

Uitvoeren facilitaire ondersteuning Ontwikkelen, exploiteren en beheren informatievoorziening

Uitvoeren financiele administratie, rapportage en controlling

Tertiair

HerverzekerenInterne controle en auditsUitvoeren actuariele ondersteuning Uitvoeren juridische ondersteuning

Uitvoeren fiscale ondersteuning

Secundair

05. Manage portfolio of policies(5. Overeenkomst administratie

en services)

08. Manage Delivery (8. Uitkeren)

06. Billing & Customers Care (6. Facturering en incasso)

07. Manage Assets(7. Asset Management)

02. Manage product portfolio(2. Product Management)

01. Customer Care(1. Relatie management)

03. Advise and Sell(3. Advies verkoop en behoud)

04. Perform Underwriting(4. Verzekeren in de boeken nemen van nieuwe productie

incl. verhoging)

Primair

CRM Planning

CRM Strategie

Beleid belegging en winstdeling

Product Planning

Productie Strategie

Krediet en risico management

Markt planning Acceptatie beleid

Inzet planning

Klant portfolio en analyse Beleggingsstrategie

Management en Strategie

Bedrijfsfunctie Model Zwitserleven

Network Drive

Oracle 8i DB ServiceUX Scripting Service

Oracle 10 DB ServiceProgress DB Service

Infrastructuur Services

Stam relatie gegevensbeheer voor natuurlijke personen en netwerken

Stam relatie gegevensbeheer voor rechtspersonen en netwerken

Applicatie Services

Unix Script File

HP UX

DB Orca2 DB Assyst

DB SAS

DB BUDNST DB Wasstraat

DB SiebelDB BGS

DB TPL DB TPC DB Coda

Oracle 8i Database

DB EurolifeDB Zodiac

Oracle 10 Database

HP Itanium

Oracle Storage Node

DB ACBE

Progress DB Server! ! HP UX

!! Progress Node

Infrastructuur

Bedrijfsservices

Vendor Neutral

Connecting domains

Emerging as world standard

Active Community

Easy to serve stakeholders

Enterprise Architecture Management

Am I served with Archimate to manage enterprise landscapes ?

Has Archimate the right quality ?Semiotic Ladder – Ronald Stamper

Social (Understanding)

Pragmatic (Knowledge)

Semantic (Meaning)

Syntactic (relationships)

Morphological (Objects)

What defines the quality of a language for the purpose of Enterprise Architecture ?



Semantic (Meaning)



The importante of ArchimateSemiotic Ladder – Ronald Stamper

Archimate Specification

How does Archimate address these quality aspects ?



Semantic (Meaning)







Semantic (Meaning)





Adoption by:

Industries, Vendors, Universities

2004: Lets compare the current way of modeling with UML with that of Archimate for the purpose of enterprise architecture.

Measuring Archimates Quality

Results in 2004

ArchiMate:UML = 1,25:1

ArchiMate:UML = 1.5:1

ArchiMate:UML = 0.3:1

ArchiMate:UML

In-between Archimate adopted the XMI specification and this turned into an positive value !

Empirical research necessary !

Conditions: - Evaluation of UML vs Archimate for the purpose of Enterprise Architecture- UML 1.5 evaluated with and without EA profile of OMG- Measurement based on SEQUAL Semiotic Framework (J. Krogstie)

THE INSURANCE CASEThe challenge to define a roadmap to the future

Business Profile Insurance Company

Life insurance company Top 10 player in the National Market Number one in customer satisfaction Products

Pension Life insurance Mortgage Asset management

Changes in Pension – and Life Insurance

Market regulation of pensions under pressure More dynamics and players in the market Decrease in governmental part of pensions

Change in law and legislation Risk change to the individual More customer communication enforced by public law Higher regulation on transparency

Individualization/ increased use of internet Role of participants change New groups of collectives Self service and multi channel concepts

EA Research motivationIssues in IT

17

ICT Budget suffers from IT Complexity

The ICT Budget suffers from the increasing complexity. Less budget available for innovation.

New suppliers, consumers and channels

New consumers and suppliers need to access the domain over multiple channels forced by regulators

SOA Strategy: incremental versus big bang ?

Who has the strongest business case ? Incremental change (waiting for compelling events) or big bang ?

Conformance to standards

Minimalise interfaces

Functional Overlap

Transparency in current ‘architecture

Clear future Architecture

Delta in maintenance and development

Identification of suppliers and consumers

Impact of self service channels

External registers

Our answer and approach

No. 18

PlanPlan

Sketch PlanSketch Plan

Prepare ToolingPrepare Tooling

IST architectuurIST architectuur

Capture AsIsBusiness architecture

Inventor AsIsTechnical Architecture

Inventor AsIsInventor AsIsInformation & applicatie Information & applicatie architecturearchitecture

Determine Determine StrategyStrategy

Che

ck c

onfo

rman

ce

Che

ck c

onfo

rman

ce

of A

s –

Is to

prin

cipl

esof

As

– Is

to p

rinci

ples

Def

ine

Arch

itect

ural

Def

ine

Arch

itect

ural

Prin

cipl

esPr

inci

ples

Define ToBeDefine ToBe

Define ToBeBusiness architecture

Cre

ate

Car

togr

afie

C

reat

e C

arto

graf

ie

And

plot

con

cern

sAn

d pl

ot c

once

rns

Define Define Information & applicationInformation & applicationarchitecturearchitecture

Define ToBe Technical architecture

Plan Landscape maps

Capture AS-ISCapture AS-IS

principles Gap analyses

ToBe Architecture

Analyse scenario’s andAnalyse scenario’s andimpactimpact

Step 1 Determine AS-IS Situation

Siebel SAS export

Siebel AFM import

Siebel Wasstraat import

Siebel GBAimport

Siebel

ACBE extractie

ACBE

Orca2 Wasstraatexport

Orca2 Neon export

Orca2 ACBE import

Orca2

BGS ACBE import

BGS

DBBUDNSTACBE import


raadplegen

DBBUDNST EuroLife

Zodiac ZDS export

Zodiac Siebel export

Zodiac ZMO export



raadpleging

Zodiac

TPL Neon import

TPL

TPC Neon import

TPC Coda



Wasstraat Orca2 import

Wasstraat Eurolife import

Wasstraat ACBE import

Wasstraat TPL import

Wasstraat



DBBUDNST ACBE import scriptBGS ACBE import script


Wasstraat Orca2 import script






Export gegevens









Importgegevens

Siebel Wasstraat import script



Neon CPM export

Neon Fisys export

Neon Fisys import

Neon Orca2 import

Neon TPC export

Neon TPC import

Neon TPL export

Neon TPL import

Neon Middleware





ACBE provisiebeheer

ACBE productbeheer

ACBE relatiebeheer



AC

BE

Sch

erm

en





Siebel activiteiten beheer

Siebel organisatiebeheer Siebel communicatiekanaal beheerSiebel relatie raadplegen





Sie

bel S

cher

men





Orca2 relatiebeheer


Orc

a2 s

cher

men

Presentatie Laag

Bedrijfsprocessen




Tertiair



Secundair


en services)








incl. verhoging)

Primair

CRM Planning

CRM Strategie


Product Planning

Productie Strategie



Inzet planning



Bedrijfsfunctie Model Zwitserleven

Network Drive






Applicatie Services

Unix Script File

HP UX

DB Orca2 DB Assyst

DB SAS


DB SiebelDB BGS

DB TPL

DB TPC DB Coda

Oracle 8i Database


Oracle 10 Database

HP Itanium

Oracle Storage Node

DB ACBE

Progress DB Server! ! HP UX

!! Progress Node

HP UX

Oracle BEA ESB Node

Infrastructuur

Bedrijfsservices

Step 2.a Determine Architectural Changes

Architecture Change(Longlist)

ACBE_OUT

ALER

AUTHENTIC_SRCS

DEL_REL_OBJ

EAI

HI_OUT

HISTORY

IDM&AM

KANTL_BHR

NTFCN_CHANNEL

PORTAL

RELATIE2HR

SIEBEL4BO

STANDARDS

TA_ENVIRONMNT

UNQUE_SRC

VALIDATION

Condense to a shortlist

Step 2.b Determine Architectural Focus

0 2 4 6 8 10 12 14 16 18

VALIDATION

SIEBEL4BO

EAI

AUTHENTIC_SRCS

ACBE_OUT

VALIDATION SIEBEL4BO EAIAUTHENTIC_SRC

SACBE_OUT

Gestructureerde relatie gegevens 4.5 5 5 1 4.5

Actualiteit klantbeeld 2 5 2.5 1 1

Winst uit ketenintegratie 4 4 4 4 2.5

Verbeteren data kwaliteit 5 2.5 3.5 4.5 5

Bijdrage aan de capabilities

Contribution to the business

How complex is the change ?

VALIDATION

SIEBEL4BO

EAI

AUTHENTIC_SRCS

ACBE_OUT

00000

Viability Quadrant

HogeBijdrage

ComplexiteitHoge Complexiteit Lage Complexiteit

Lage Bijdrage

Bijdrage aan de capabilities voor het relatiedomein

Step 2.c Determine Architectural Roadmap

VALIDATION

SIEBEL4BO

EAI

AUTHENTIC_SRCS

ACBE_OUT

Innovation Radar

FuturePast

Internal External

Importance

MainstreamVolwassen

Opgroeiend

Jeugd

Embryonaal

Achterhaald

Legenda Vormen

Hoog

GemiddeldLaag

Legenda Complexiteit

Nu 1 2 3 4 5

EAI

AUTHENTIC_SRCSVALIDATION

SIEBEL4BOACBE_OUT

A peek into the Architect repository

February 5, 2009 (C) The Open Group 200623

Repository and views

H. Architecture Change Management

G. Implementation Governance

Soll ArchitectuurRelatie Domein

F. Migration Planning

E. Opportunities and Solutions

D. Technology Architecture

ApplicatieArchitectuur

C. Information Systems Architectures

Organogram BedrijfsfunctieModel

Primaire Bedrijfsfunctiesen processen

Informatie Model

B. Business Architecture

ArchitectuurPrincipes

A. Architecture Vision

InsCompany Enterprise Architectuur

Siebel SAS export

Siebel AFM import


Siebel GBAimport

Siebel

ACBE extractie

ACBE


Orca2 Neon export

Orca2 ACBE import

Orca2

BGS ACBE import

BGS

DBBUDNSTACBE import


raadplegen

DBBUDNST EuroLife

Zodiac ZDS export

Zodiac ZMO export



raadpleging

Zodiac


TPL

TPC Neonrelatie import

TPC Coda






ACBE provisiebeheer

ACBE productbeheer

ACBE relatiebeheer



ACB

E S

cher

men












Sieb

el S

cher

men





Orca2 relatiebeheer


Orc

a2 s

cher

men

Presentatie Laag





Wasstraat









Orca2 Wasstraat export gegevensDBBUDNST Tussenpersoon gegevens


Export gegevens









Importgegevens




Neon CPM export

Neon Fisys export

Neon Fisys import

Neon Orca2 import

Neon TPC export

Neon TPC import

Neon TPL export

Neon TPL import

Neon Middleware


Bedrijfsprocessen




Tertiair



Secundair


en services)








incl. verhoging)

Primair

CRM Planning

CRM Strategie


Product Planning

Productie Strategie



Inzet planning



Bedrijfsfunctie Model InsCompany

Network Drive






Applicatie Services

Unix Script File

HP UX

DB Orca2 DB Assyst

DB SAS


DB SiebelDB BGS


Oracle 8i Database


Oracle 10 Database

HP Itanium

Oracle Storage Node

DB ACBE

Progress DB Server!! HP UX

!! Progress Node

Infrastructuur

Bedrijfsservices

Current situation

Current situation (detail)

Siebel SAS export

Siebel AFM import


Siebel GBAimport

Siebel

ACBE extractie

ACBE


Orca2 Neon export

Orca2 ACBE import

Orca2

BGS ACBE import

BGS

DBBUDNSTACBE import


raadplegen

DBBUDNST EuroLife

Zodiac ZDS export

Zodiac ZMO export



raadpleging

Zodiac


TPL


TPC Coda






ACBE provisiebeheer

ACBE productbeheer

ACBE relatiebeheer



AC

BE

Sch

erm

en












Sie

bel S

cher

men





Orca2 relatiebeheer


Orc

a2 s

cher

men

Presentatie Laag





Wasstraat











Export gegevens









Importgegevens




Neon CPM export

Neon Fisys export

Neon Fisys import

Neon Orca2 import

Neon TPC export

Neon TPC import

Neon TPL export

Neon TPL import

Neon Middleware


Bedrijfsprocessen




Tertiair



Secundair


en services)








incl. verhoging)

Primair

CRM Planning

CRM Strategie


Product Planning

Productie Strategie



Inzet planning




Network Drive






Applicatie Services

Unix Script File

HP UX

DB Orca2 DB Assyst

DB SAS


DB SiebelDB BGS


Oracle 8i Database


Oracle 10 Database

HP Itanium

Oracle Storage Node

DB ACBE


!! Progress Node

Infrastructuur

Bedrijfsservices

Current situation (detail)Siebel SAS

export

Siebel AFM import


Siebel GBAimport

Siebel

ACBE extractie

ACBE


Orca2 Neon export

Orca2 ACBE import

Orca2

BGS ACBE import

BGS

DBBUDNSTACBE import


raadplegen

DBBUDNST EuroLife

Zodiac ZDS export

Zodiac ZMO export



raadpleging

Zodiac


TPL


TPC Coda






ACBE provisiebeheer

ACBE productbeheer

ACBE relatiebeheer



AC

BE

Sch

erm

en












Sie

bel S

cher

men





Orca2 relatiebeheer


Orc

a2 s

cher

men

Presentatie Laag





Wasstraat











Export gegevens









Importgegevens




Neon CPM export

Neon Fisys export

Neon Fisys import

Neon Orca2 import

Neon TPC export

Neon TPC import

Neon TPL export

Neon TPL import

Neon Middleware


Bedrijfsprocessen




Tertiair



Secundair


en services)








incl. verhoging)

Primair

CRM Planning

CRM Strategie


Product Planning

Productie Strategie



Inzet planning




Network Drive






Applicatie Services

Unix Script File

HP UX

DB Orca2 DB Assyst

DB SAS


DB SiebelDB BGS


Oracle 8i Database


Oracle 10 Database

HP Itanium

Oracle Storage Node

DB ACBE


!! Progress Node

Infrastructuur

Bedrijfsservices

Information view (TOGAF ADM B)

Pensioenuitvoerder

Definitie regeling

Pensioenaanspraak

Regeling

Deelname

Pensioenovereenkomst

Regeling en Contract

Tussenpersoon

Werkgever Dienstverband

Werknemer

Definitie uitvoeringsovereenkomst

Pensioenreglement

Uitvoeringsovereenkomst

Definitie pensioenreglement

Overeenkomst en Reglement

Application view (TOGAF ADM C)

ACBE verbandsrolbeheer ACBE tussenpersoon beheer ACBE stamgegevens beheer


ACBE relatiebeheer

ACBE organisatiebeheer ACBE productbeheerACBE provisiebeheer

ACBE Schermen

ACBE extractie

ACBE tussenpersoongegevens raadplegen

MSWord schermenACBE

Applications

ACBE historiegegevensACBE organisatiegegevensACBE productgegevensACBE relatiegegevens

ACBE stamgegevensACBE

tussenpersoongegevens

ACBE verbandsrolgegevens

ACBE bedrijfsgegevens

ACBE natuurlijkpersoon gegevens

ACBE provisiegegevens

Data

ACBE historieraadplegenACBE productbeheerACBE provisiebeheer

ACBE tussenpersoongegevens raadplegen

Applicatie Service

ACBE exportgegevens

BGS ACBE import scriptBGS ACBE importgegevens

Assyst ACBE import ScriptAssyst ACBE importgegevens

SAS ACBE Import ScriptSAS ACBE importgegevens

Wasstraat ACBE import scriptWasstraat ACBE importgegevens


DBBUDNST ACBE importgegevens (provisie) DBBUDNST ACBE import script

Orca2 ACBE importgegevensOrca2 ACBE Import Script

DBKLIENT ACBE import scriptDBKLIENT ACBE

importgegevens (NAW)

Scriptfiles en transportdata

LESSONS LEARNEDThese do’s and don'ts are based upon multiple years of experience

Don’t start digging a definition gap with your stakeholders let ArchiMate Help



Semantic (Meaning)


Morphological (Objects)Starting with definitions is

starting a Semantic war !

A Top Down approach is

more successful as result of the

social acceptance

Distinguish in project and EA deliverables

Create an ecosystem of maintenance

Apply ArchiMate for those models that need to be maintained

Apply context dependant communication styles

Know the stakeholders and apply unilateral and bilateral communication styles as you balance as EA between enforcer and guide.

Keep in mind: Sense and Connect…

Enterprise Architect

Enforcer Guide

Strategic Principes

Business Principles

Commercial Principles

IT Management Principles

Enterprise Architectuur Principes

Use principles and workshop techniques !

Be the guide for all stakeholders by using principles !

Apply the Human Tact, ensure principles are acceptable and deserve the right to guide your stakeholders further into the process

Workshops seems to be an excellent instrument in immature environments even more then EA Frameworks !

Use documentation that is allready

available.

EnterpriseArchitect

If you decide to drive EA as a project !

Situation

Project Manager

Scope Creep

Construction Department

We need to be complete

Enterprise Architect

Just enough information to

manage the purpose of the effort

Less graphical knowledge

It’s not sexy Most valuable asset It’s clerks work Do and don’t

Don’t stay in satellite mode Keep it practical

Common issues

Give EA priority, otherwise there is always something more important to do

Conflict of tooling, make it transparent Just enough effort to achieve the EA goal ArchiMate is no BPMN and no UML ArchiMate needs addition for the architect

profession Principle correlation Portfolio management

archimate for modeling and analysis of enterprise...

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