Download - 1 By Len Silverston, Universal Data Models, LLC Universal Principles and Models Towards Integration
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By Len Silverston,By Len Silverston,
Universal Data Models, LLCUniversal Data Models, LLC
Universal Principles and Models Towards Integration
Universal Principles and Models Towards Integration
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What is Needed?What is Needed?Commitment?Commitment?
Resources?Resources?
Expertise?Expertise?
Methodologies?Methodologies?
Tools?Tools?
Technology?Technology?
Connections betweenPEOPLE!???
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What is Needed?What is Needed?Commitment?Commitment?
Resources?Resources?
Expertise?Expertise?
Methodologies?Methodologies?
Tools?Tools?
Technology?Technology?
Connections betweenPEOPLE!
Connections betweenPEOPLE!
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•Define IntegrationDefine Integration•PrinciplesPrinciples•Universal data modelsUniversal data models•ActionsActions
AgendaAgenda
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What is IntegrationWhat is Integration
““Combining into a whole” Combining into a whole”
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Versus DisintegrationVersus Disintegration
““To separate into parts”To separate into parts”
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Integration as a ParadoxIntegration as a Paradox
TWO become ONE TWO become ONE yet remain TWOyet remain TWO
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Integration as a ParadoxIntegration as a Paradox
MANY become ONE MANY become ONE yet remain INDIVIDUALyet remain INDIVIDUAL
1:M
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Disparate DatabasesDisparate Databases
•Databases Equal BudgetsDatabases Equal Budgets•Project DrivenProject Driven
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Planting in Fertile SoilPlanting in Fertile Soil
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Common Common
GoalsGoals
Integration PrinciplesIntegration Principles
TrustTrust
Appreciate
Appreciate
Perspectives
Perspectives
Re-UseRe-Use
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Integration Requires TRUST (IRT)
PRINCIPLE #1PRINCIPLE #1Integration Requires TRUST (IRT)Integration Requires TRUST (IRT)
TrustTrust
““Integrity” derived from “To Integrate”Integrity” derived from “To Integrate”
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TrustTrust
Financial InstitutionFinancial Institution
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Lack of TrustLack of Trust
Insurance organizationInsurance organization
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VulnerabilityVulnerability
A Key to TrustA Key to Trust
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Should we always trust?Should we always trust?
•Continued Mistakes?Continued Mistakes?•Politics?Politics?•Who’s In Charge?Who’s In Charge?
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Principle #2Principle #2
Keep Sight of the GOALKeep Sight of the GOAL
Common Common
GoalsGoals
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Keep Big Picture in SightKeep Big Picture in Sight
DataDataWarehouseWarehouse
DataDataWarehouseWarehouse
DataDataWarehouseWarehouse
DataDataWarehouseWarehouse
““If you have more than one data If you have more than one data warehouse, then you don’t have warehouse, then you don’t have
any”any”Bill InmonBill Inmon
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Keep Sight of the GoalKeep Sight of the Goal
Business GoalsBusiness Goals
Information Technology (IT) Goals
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Keep Sight of the GoalKeep Sight of the Goal
Business GoalsBusiness Goals
Business GoalsBusiness Goals
IT Goals/Systems
IT Goals/Systems
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ObstaclesObstacles
•Overusing “My”Overusing “My”•BlamestormingBlamestorming•““line of sight”line of sight”
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Sight of the Goal -Sight of the Goal -Not Attachment To It!Not Attachment To It!
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PRINCIPLE #3PRINCIPLE #3
APPRECIATE PERSPECTIVESAPPRECIATE PERSPECTIVESVersus Being RightVersus Being Right
Appreciate
Appreciate
Perspectives
Perspectives
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The“Right”Approach?The“Right”Approach?
““My way is the right way!”My way is the right way!”
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What Is The Truth?What Is The Truth?
Wholism = truthWholism = truth
Truth is paradoxicalTruth is paradoxical
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Who’s data is “right”?Who’s data is “right”?
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PossibilitiesPossibilities
•LeadershipLeadership•Adding to PerspectivesAdding to Perspectives• Including the PositiveIncluding the Positive
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PRINCIPLE #4PRINCIPLE #4
Learn from the PASTLearn from the PAST
Re-UseRe-Use
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Learn From the PastLearn From the PastRoles?Roles? StatusesStatuses
Product?Product? Work efforts?Work efforts?
Contact Info?Contact Info?
TransactionsTransactions
Communications?Communications?
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Two type of RolesTwo type of Roles
Declarative rolesDeclarative roles
Contextual rolesContextual roles
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Roles - DeclarativeRoles - Declarative
ROLE TYPE
describedby the
descriptionfor
# ROLE TYPE ID* DESCRIPTION
~
PERSON ORGANIZATION
PARTY
PARTY ROLE
# PARTY ID
# PARTY ID# ROLE TYPE ID* FROM DATEo THRU DATE
acting as
for ~
o CURRENT FIRST NAMEo CURRENT LAST NAME o CURRENT ORGANIZATION NAME
CUSTOMER
REGULATORYAGENCY
DISTRIBUTION CHANNELAGENT
FAMILY MEMBERCONTACT
SHAREHOLDER
DISTRIBUTOR
HOUSEHOLD
SUPPLIER
ASSOCIATIONCOMPETITOR
BILL TO CUSTOMER
SHIP TO CUSTOMER
END USER CUSTOMER
WORKER
CONTRACTOR
WEB SITE VISITOR
REFERRER
PARTNERPROSPECT
EMPLOYEE
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Roles Contextual - SpecificRoles Contextual - Specific
managed by
managing
PROJECTMANAGER
PROJECT
# PROJECT ID* NAME* DESCRIPTIONo SCHEDULED START DATEo SCHEDULED END DATEo SCHEDULED COMPLETION DATEo TOTAL DOLLARS ALLOWEDo TOTAL HOURS ALLOWEDo ESTIMATED HOURSo ACTUAL START DATETIMEo ACTUAL COMPLETION DATETIMEo ACTUAL HOURSo SPECIAL TERMS
~
is sponsoredby
sponsoring
SPONSORPROJECTSPONSOR
~
for
by
owned by
owning
WORKERPROJECTASSIGNMENT ~
~
for
by
lead by
leadingPROJECT LEAD
PROS/CONS?
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Roles Contextual – AbstractRoles Contextual – Abstract
WORK EFFORT
# WORK EFFORT ID* NAME* DESCRIPTIONo SCHEDULED START DATEo SCHEDULED END DATEo SCHEDULED COMPLETION DATEo TOTAL DOLLARS ALLOWEDo TOTAL HOURS ALLOWEDo ESTIMATED HOURSo ACTUAL START DATETIMEo ACTUAL COMPLETION DATETIMEo ACTUAL HOURSo SPECIAL TERMS
PARTY
# PARTY ID
WORK EFFORT ROLEassignedto
within
describedby
thedescriptionfor
involvedin
~
# WORK EFFORT ID# PARTY ID# ROLE TYPE ID# WORK EFFORT ROLE SEQ ID* FROM DATEo THRU DATE
ROLE TYPE
# ROLE TYPE ID* DESCRIPTION
involving
~~
WORK EFFORT ROLE TYPE
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Specific Versus AbstractSpecific Versus Abstract
Specific constructsSpecific constructs Understandability Rules Enforcement
Generic constructsGeneric constructs Flexibility
Show both?Show both?
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Modeling Specific and AbstractModeling Specific and Abstract
PROJECT
# PROJECT ID* NAME* DESCRIPTIONo SCHEDULED START DATEo SCHEDULED END DATEo SCHEDULED COMPLETION DATEo TOTAL DOLLARS ALLOWEDo TOTAL HOURS ALLOWEDo ESTIMATED HOURSo ACTUAL START DATETIMEo ACTUAL COMPLETION DATETIMEo ACTUAL HOURSo SPECIAL TERMS
owned by
~
is sponsoredby
managed by
lead by
sponsoring
owning
managing
leading
PROJECTSPONSOR
PROJECTASSIGNMENT ~
~
~
~
for
for
by
by
~PROJECTMANAGER
WORKER
SPONSOR
PROJECT LEAD
# PARTY ID# ROLE TYPE ID* FROM DATEo THRU DATE
PARTY ROLE
ROLE TYPE
# ROLE TYPE ID* DESCRIPTION
~
PARTY
# PARTY ID
~
acting as
for describedby
the descriptionfor
~~
~
PROJECT ROLE# PROJECT ID# PARTY ID# ROLE TYPE ID# PROJECT ROLE ID* FROM DATEo THRU DATE
described by
the description for
assigned to
involved in
involving
within
assigned to
PROJECT
# PROJECT ID* NAME* DESCRIPTIONo SCHEDULED START DATEo SCHEDULED END DATEo SCHEDULED COMPLETION DATEo TOTAL DOLLARS ALLOWEDo TOTAL HOURS ALLOWEDo ESTIMATED HOURSo ACTUAL START DATETIMEo ACTUAL COMPLETION DATETIMEo ACTUAL HOURSo SPECIAL TERMS
owned by
~
is sponsoredby
managed by
lead by
sponsoring
owning
managing
leading
PROJECTSPONSOR
PROJECTASSIGNMENT ~
~
~
~
for
for
by
by
~PROJECTMANAGER
WORKER
SPONSOR
PROJECT LEAD
PROJECT
# PROJECT ID* NAME* DESCRIPTIONo SCHEDULED START DATEo SCHEDULED END DATEo SCHEDULED COMPLETION DATEo TOTAL DOLLARS ALLOWEDo TOTAL HOURS ALLOWEDo ESTIMATED HOURSo ACTUAL START DATETIMEo ACTUAL COMPLETION DATETIMEo ACTUAL HOURSo SPECIAL TERMS
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Roles Versus Roles Versus Involvements?Involvements?
PERSON
ORGANIZATION
PARTY
PARTY ROLE
# PARTY ID
# PARTY ID# ROLE TYPE ID* FROM DATEo THRU DATE
ROLE TYPEacting as
fordescribedby
thedescriptionfor
# ROLE TYPE ID* DESCRIPTION
PARTY ROLE TYPE
~ ~
involving
WORK EFFORT
# WORK EFFORT ID
WORK EFFORT ROLE
# WORK EFFORT ID# PARTY ID# ROLE TYPE ID# WORK EFFORT ROLEID* FROM DATE
o THRU DATE
assigned to
assignedto
involved in describedby the description
for~
WORK EFFORT ROLE TYPE
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Roles Versus Roles Versus Involvements?Involvements?
PERSON
ORGANIZATION
PARTY
PARTY ROLE
# PARTY ID
# PARTY ID# ROLE TYPE ID* FROM DATEo THRU DATE
ROLE TYPEacting as
fordescribedby
thedescriptionfor
# ROLE TYPE ID* DESCRIPTION
~ ~
involving
WORK EFFORT
# WORK EFFORT ID
WORK EFFORT INVOLVEMENT
# WORK EFFORT ID# PARTY ID# INVOLVEMENT TYPE ID# WORK EFFORT INVOLVEMENT ID* FROM DATE
o THRU DATE
assigned to
assignedto
involved in
~INVOLVEMENT TYPE
# INVOLVEMENT TYPE ID* DESCRIPTION
WORK EFFORTINVOLVEMENTTYPE
thedescriptionfor
describedby ~
SHIPMENTINVOLVEMENTTYPE
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StatusesStatuses
As attributesAs attributes
As entitiesAs entities
Generic entitiesGeneric entities
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Statuses as attributesStatuses as attributes
ORDER
# ORDER ID* ORDER RECEIVED DATEo ORDER ENTRY DATEo CONFIRMATION DATEo EXPECTED SHIPMENT DATEo APPROVED DATEo CANCELLATION DATEo SHIPPED DATEo FULFILLMENT DATEo INVOICED DATE
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Statuses as entitiesStatuses as entities
ORDER STATUS
# ORDER ID# STATUS TYPE ID# ORDER STATUS ID* STATUS DATETIME
a status for
in the state of
ORDER
# ORDER ID
the description for
described by
ORDER STATUS TYPE
STATUS TYPE
# STATUS TYPE ID* DESCRIPTION
RECEIVEDENTEREDCONFIRMEDEXPECTED SHIPMENTAPPROVEDCANCELLED DATE
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Roles and Statuses Occur for Roles and Statuses Occur for Many Types of TransactionsMany Types of Transactions
INVOICESHIPMENT PAYMENT GENERAL LEDGER TRANSACTION
ORDERCOMMUNICATION EVENT
INVOICEROLE
SHIPMENTROLE
PAYMENTROLE
GENERAL LEDGER TRANSACTION ROLE
ORDER ROLE
COMMUNICATION EVENT ROLE
PARTY
WORK EFFORT
WORK EFFORTROLE
SHIPMENT
INVOICESTATUS
PAYMENTSTATUS
GENERALLEDGERTRANSACTIONSTATUS
WORK EFFORTSTATUS
SHIPMENTSTATUS
ORDERSTATUS
COMMUNICATION EVENTSTATUS
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Generic Status (and Roles)Generic Status (and Roles)
TRANSACTION
# TRANSACTION ID
COMMUNICATIONEVENT
OTHERTRANSACTION
REQUEST
QUOTE
ORDER
SHIPMENT WORKEFFORT
INVOICEPAYMENT ACCOUNTING
TRANSACTION
RECEIVED
ENTEREDCONFIRMEDEXPECTED SHIPMENTAPPROVEDCANCELLED DATE
TRANSACTION STATUS
# TRANSACTION ID# STATUS TYPE ID# TRANSACTION STATUS ID* STATUS DATETIME
the descriptionfor
described bya statusfor
in thestate of
STATUS TYPE
# STATUS TYPE ID* DESCRIPTION
PARTY
# PARTY IDTRANSACTION ROLE
assignedto
assignedto
describedby
thedescriptionfor
involvedin
~~
~
# TRANSACTION ID# PARTY ID# ROLE TYPE ID# TRANSACTION ROLE SEQ ID* FROM DATEo THRU DATE
ROLE TYPE# ROLE TYPE ID* DESCRIPTION
involving
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PARTY CONTACT INFORMATIONPARTY CONTACT INFORMATION
PhonePhoneFaxFaxCellCellPagerPagerEmailEmailAddressAddress
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Party Contact MechanismsParty Contact Mechanisms
specified via
used by
the mechanism to contact
contacted via
~~
PARTY CONTACT MECHANISM
PARTY# PARTY ID
# PARTY ID# CONTACT MECHANISM ID* FROM DATEo THRU DATE
Phone,Fax,Cell,Pager
# CONTACT MECHANISM ID
CONTACT MECHANISM
TELECOM NUMBER* AREA CODE* CONTACT NUMBERo COUNTRY CODE
ELECTRONIC ADDRESS* ELECTRONIC ADDRESS STRING
EMAIL ADDRESS
WEB ADDRESS
IP ADDRESS
POSTAL ADDRESS* ADDRESS1o ADDRESS2o DIRECTIONS
* FROM DATEo THRU DATE
PARTY CONTACT MECHANISM PURPOSE
~for the purpose of
the purpose of
specifiedfor
used to specify
ROLE TYPE# ROLE TYPE ID* DESCRIPTION
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COMMUNICATION EVENTSCOMMUNICATION EVENTS
Phone callsPhone calls
MeetingsMeetings
InquiriesInquiries
Follow up appointmentsFollow up appointments
EmailsEmails
Web site visitsWeb site visits
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Communication EventCommunication Event
COMMUNICATION EVENT
# COMMUNICATION EVENT ID* DATETIME STARTED
o NOTE
o DATETIME ENDED
PHONECOMMUNICATION
FAXCOMMUNICATION
FACE TO FACECOMMUNICATION
EMAILCOMMUNICATION
LETTERCORRESPONDENCE
WEB VISITCOMMUNICATION
~
COMMUNICATIONEVENT ROLE
COMMUNICATIONEVENT ROLETYPE
PARTY
involving
of
* FROM DATEo THRU DATE
describedby
thedescriptionfor
involvedin
for
~~
categorized by
the category for
COMMUNICATION EVENT PURPOSE
~
o DESCRIPTION
SUPPORT CALL INQUIRY
SALES FOLLOW UPCUSTOMER SERVICECALL CONFERENCE
SEMINARACTIVITY REQUEST
MEETING
# COMMUNICATION EVENT PURPOSE ID
in the context of
contacted via
* FROM DATEo THRU DATEo COMMENT
PARTY RELATIONSHIP
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Product Product
ITEM# ITEM ID
SERIALIZED ITEM NON SERIALIZEDITEM* QUANTITY ON HAND
ITEM COMPOSITION
# PARENT INV ITEM ID# CHILD INV ITEM ID* ITEM COMPOSITION TYPE ID
madeup of used in
forin
thephysicaloccurrenceof
thedescriptionof
* SERIAL NUMBER
located at
thelocationfor
FACILITY
WAREHOUSE
PLANT
CUSTOMER FACILITY
# FACILITY ID* DESCRIPTION
~~
associated
# PRODUCT ID* NAMEo DESCRIPTION
SERVICE
GOOD
PRODUCT ASSOCIATION
# PRODUCT ID PARENT# PRODUCT ID CHILD* PRODUCT ASSOCIATION TYPE ID
from to
associatedwith
with
~~
PRODUCT
SOLUTION
# PART ID* NAME
for madeup of
PART COMPOSITION
in
used in
# PARENT PART ID# CHILD PART ID* PART ASSOCIATION TYPE ID
~~
offered using
provide
RAW MATERIAL
SUBASSEMBLY
FINISHED GOOD
PART
used to
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Product Product FeaturesFeatures
available
PRODUCT FEATUREAPPLICABILITY
PRODUCT
# PRODUCT ID* NAMEo INTRODUCTION DATEo SALES DISCONTINUATION DATEo SUPPORT DISCONTINUATION DATEo COMMENT
used todefine
describedby
availablewith
for* FROM DATEo THRU DATE
~
~
GOOD
SERVICE
FEATURE TYPE# FEATURE TYPE ID* DESCRIPTION
NAME
COLOR
BRAND
SOFTWARE FEATURE
HARDWARE FEATURE
BILLING FEATURE
OTHER FEATURE
PRODUCT QUALITY
DIMENSION
SIZE
* NUMBER SPECIFIED
REQUIRED FEATURE
STANDARD FEATURE
OPTIONAL FEATURE
SELECTABLE FEATURE
dependent onselection of
~ ~afactorin
of
selectedin
PRODUCT FEATURE INTERACTION
FEATURE INTERACTION INCOMPATIBILITY
FEATURE INTERACTION DEPENDENCY
applicable withinthe context of
used to define
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related to
associatedwith
Object Object Content Content ManagementManagement
OBJECT PURPOSE
PURPOSE TYPE
described by thedescription for
usedfor
for~
# PURPOSE TYPE ID* DESCRIPTION
~
OBJECT
# OBJECT ID* OBJECT NAMEo DESCRIPTIONo OBJECT CONTENTo LOCATION
IMAGE OBJECT
ELECTRONIC TEXT
o IMAGE
OTHER ELECTRONIC OBJECT
VERSION
# VERSION* DESCRIPTION
consistingof
arefinementofversioned via
of
PRODUCT OBJECT
PRODUCT
of
portrayedwith
for
for~
# PRODUCT ID* NAME
~
for ~
usedwithin
OBJECT USAGEused in
containing
# OBJECT USAGE ID* FROM DATEo THRU DATE
WEBCONTENTFRAME
# CONTENT FRAME ID* DESCRIPTION
PRESENTATIONFRAME
BROCHUREFRAME
CONTENT FRAME
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Work EffortsWork Efforts
ProjectsProjects
ProgramsPrograms
Service deliveryService delivery
Maintenance/repair effortsMaintenance/repair efforts
IT effortsIT efforts
Work breakdown structure (WBS)Work breakdown structure (WBS)
ActivityActivity
IT effortIT effort
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Common Modeling Common Modeling ApproachApproach
Opinions?Opinions?
How often?How often?
Consequences?Consequences?
PROGRAM
PROJECT
# PROGRAM ID* NAME* DESCRIPTION
# PROJECT ID* NAME* DESCRIPTION
ACTIVITY
# ACTIVITY ID* NAME* DESCRIPTION
TASK# TASK ID* NAME* DESCRIPTION
composed of
part of
composed of
composed of
part of
part of
composed of
partof
WORK EFFORT
# WORK EFFORT ID* NAME* DESCRIPTION
WORK TASK
# WORK TASK ID* NAME* DESCRIPTION
composed of
part of
CAMPAIGN
# CAMPAIGN ID* NAME* DESCRIPTION
ACTIVITY
# ACTIVITY ID* NAME* DESCRIPTION
composed of
part of
WORK ORDER
# WORK ORDER ID* NAME* DESCRIPTION
WORK ACTIVITY
# WORK ACTIVITY ID* NAME* DESCRIPTION
composed of
part of
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Flexible Work Breakdown StructureFlexible Work Breakdown StructureWORK EFFORT ASSOCIATION
WORK EFFORT DEPENDENCY
associatedwith
associatedwith
from to
~ ~
WORK EFFORTCONCURRENCY
WORK EFFORTPRECEDENCY
WORK EFFORTBREAKDOWN
* FROM DATEo THRU DATE
WORK EFFORT
MAINTENANCE
WORK FLOW RESEARCH
PROGRAM PROJECT
PHASE TASK ACTIVITY
# WORK EFFORT ID* NAME* DESCRIPTIONo SCHEDULED START DATEo SCHEDULED COMPLETION DATEo TOTAL DOLLARS ALLOWEDo TOTAL HOURS ALLOWEDo ESTIMATED HOURS
o ACTUAL HOURSo SPECIAL TERMS
o ACTUAL START DATETIMEo ACTUAL COMPLETION DATETIME
CAMPAIGN
SERVICE DELIVERY
~
PARTY
# PARTY IDWORK EFFORT ROLE
assignedto
describedby
thedescriptionfor
involved in
~
# WORK EFFORT ROLE ID* FROM DATEo THRU DATE
ROLE TYPE
# ROLE TYPE ID* DESCRIPTION
involving
~
assigned
to
theuse of
usedin
WORK EFFORTINVENTORY USAGE
# WE INV ASSIGN IDo QUANTITY
INVENTORY ITEM
# INVENTORY ITEM IDO SERIAL NUMBERo QUANTITY ON HAND
~
~
using
for
FIXED ASSET
# FIXED ASSET ID* NAMEo DESCRIPTION
PROPERTY
VEHICLE
EQUIPMENT
OTHER FIXEDASSET
used toperform
assigned WORK EFFORT FIXEDASSET ASSIGNMENT ~
~
# WE FA ASSIGN ID* FROM DATEo THRU DATE
for
in the state of
the status for
WORK EFFASSET ASSIGNSTATUS TYPE
of
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Other Universal ModelsOther Universal Models
- Web Information Models- People, organizations, contacts- Products, services- Orders, agreements- Shipments, delivery- Work efforts- Accounting and budgeting
- Sales Analysis - Human resources analysis- Financial Analysis
INDUSTRY DATA MODELSGENERIC DATA MODELS
DATA WAREHOUSE MODELS
- Manufacturing- Telecommunications- Health Care- Insurance- Financial Services- Professional Services- Travel
- Logistics Analysis- Operation Analysis- Industry Data Mart Designs
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All Types of Re-Usable ModelsAll Types of Re-Usable Models
TM
e.g. DATA
ENTERPRISE ARCHITECTURE - A FRAMEWORK
Builder
SCOPE(CONTEXTUAL)
MODEL(CONCEPTUAL)
ENTERPRISE
Designer
SYSTEMMODEL(LOGICAL)
TECHNOLOGYMODEL(PHYSICAL)
DETAILEDREPRESEN- TATIONS(OUT-OF- CONTEXT)
Sub-Contractor
FUNCTIONINGENTERPRISE
DATA FUNCTION NETWORK
e.g. Data Definition
Ent = FieldReln = Address
e.g. Physical Data Model
Ent = Segment/Table/etc.Reln = Pointer/Key/etc.
e.g. Logical Data Model
Ent = Data EntityReln = Data Relationship
e.g. Semantic Model
Ent = Business EntityReln = Business Relationship
List of Things Importantto the Business
ENTITY = Class ofBusiness Thing
List of Processes theBusiness Performs
Function = Class ofBusiness Process
e.g. "Application Architecture"
I/O = User ViewsProc .= Application Function
e.g. "System Design"
I/O = Screen/Device FormatsProc.= Computer Function
e.g. "Program"
I/O = Control BlockProc.= Language Stmt
e.g. FUNCTION
e.g. Business Process Model
Proc. = Business ProcessI/O = Business Resources
List of Locations in which the Business Operates
Node = Major BusinessLocation
e.g. Logistics Network
Node = Business LocationLink = Business Linkage
e.g. "Distributed System
Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics
e.g. "System Architecture"
Node = Hardware/SystemSoftware
Link = Line Specifications
e.g. "Network Architecture"
Node = AddressesLink = Protocols
e.g. NETWORK
Architecture"
Planner
Owner
Builder
ENTERPRISEMODEL
(CONCEPTUAL)
Designer
SYSTEMMODEL
(LOGICAL)
TECHNOLOGYCONSTRAINED
MODEL(PHYSICAL)
DETAILEDREPRESEN-
TATIONS (OUT-OF
CONTEXT)
Sub-
Contractor
FUNCTIONING
MOTIVATIONTIMEPEOPLE
e.g. Rule Specification
End = Sub-conditionMeans = Step
e.g. Rule Design
End = ConditionMeans = Action
e.g., Business Rule Model
End = Structural AssertionMeans =Action Assertion
End = Business ObjectiveMeans = Business Strategy
List of Business Goals/Strat
Ends/Means=Major Bus. Goal/Critical Success Factor
List of Events Significant
Time = Major Business Event
e.g. Processing Structure
Cycle = Processing CycleTime = System Event
e.g. Control Structure
Cycle = Component Cycle
Time = Execute
e.g. Timing Definition
Cycle = Machine CycleTime = Interrupt
e.g. SCHEDULE
e.g. Master Schedule
Time = Business EventCycle = Business Cycle
List of Organizations
People = Major Organizations
e.g. Work Flow Model
People = Organization UnitWork = Work Product
e.g. Human Interface
People = RoleWork = Deliverable
e.g. Presentation Architecture
People = UserWork = Screen Format
e.g. Security Architecture
People = IdentityWork = Job
e.g. ORGANIZATION
Planner
Owner
to the BusinessImportant to the Business
What How Where Who When Why
Copyright - John A. Zachman, Zachman International
SCOPE(CONTEXTUAL)
Architecture
e.g. STRATEGY ENTERPRISE
e.g. Business Plan
TM
Zachman Institute for Framework Advancement
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What can we do?What can we do?•AAssess ssess •AAsk sk •AAffectffect•AApplypply•AActct
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AssessAssess the Environment the Environment•Goals?•Trust?•Approach?
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AskAsk for What is Needed for What is Needed
•MoneyMoney
•FocusFocus
•RequirementsRequirements
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AffectAffect Policies Policies
•Time
•Budget
•Requirements
•Integration “NEW”
•Time
•Budget
•Requirements
•Integration (NEW)
Project
Handbook
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ApplyApply Re-usable Models Re-usable Models
Offers perspectivesOffers perspectives
Doesn’t replace analysisDoesn’t replace analysis
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ActAct According to According to PrinciplesPrinciples
Common Common
GoalsGoals
TrustTrust
Re-UseRe-Use
Appreciate
Appreciate
Perspectives
Perspectives
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Common Common
GoalsGoals
TrustTrust
Re-UseRe-Use
Appreciate
Appreciate
Perspectives
Perspectives
Re-applying Re-applying solutions solutions that have that have workedworked
Enabling Environment
Architecture, models, processes, technology
+
Keys to Successful integrationKeys to Successful integration
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Remember…Remember…
Connections betweenPEOPLE!
Connections betweenPEOPLE!
CommitmentCommitment
ResourcesResources
ExpertiseExpertise
MethodologiesMethodologies
ToolsTools
TechnologyTechnology
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QUESTIONS/COMMENTS?QUESTIONS/COMMENTS?
Len SilverstonLen Silverston
[email protected]@univdata.com
www.universaldatamodels.comwww.universaldatamodels.com
http://silverston.wiley.comhttp://silverston.wiley.com