enterprise architecture

Enterprise Architecture

Integration

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© Copyright 2014 Axis Technology, LLC

Enterprise Architecture - About“The organizing logic for business processes and IT infrastructure reflecting the integration and standardization requirements of the firm’s operating model.” [1]

“A conceptual blueprint that defines the structure and operation of an organization. The intent of an enterprise architecture is to determine how an organization can most effectively achieve its current and future objectives.”[2]

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Why Enterprise Architecture?• Effective management and exploitation of information through IT is key to business success• Good information management = competitive advantage• Current IT systems do not really meet the needs of business

– Fragmented, duplicated– Poorly understood– Not responsive to change

• Investment in Information Technology– Focused on system maintenance– Tactical developments rather than a strategic plan

[1] Source: MIT Center for Information Systems Research[2] Source: SearchCIO.com

Key reasons why you need an enterprisearchitecture:

•Critical to business survival and success•Enables managed innovation within the enterprise


Enterprise Architecture - Approach

• Gain a high-level understanding of business goals, offerings and channels, key processes, portfolio of projects, systems and current architecture.

• Secure stakeholder consensus on the scope of the Research phase.

• Develop a detailed plan for the remaining project phases.

DesignDefine Inspect Road Map

•Define detail scope and plan to map engagement

•Meet with business leaders to understand business goals, key performance indicators, products, channels and business attributes

•Definition of scope and attributes of Research

•Detailed project schedule

Deliverables Benefits

Define Requirements…

Optimize

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•Meet with systems IT representatives to understand system and data architectures

•Conduct line of business interviews

•Conduct user interviews

•Define attributes (Business, User and System)

•Understand and document key data flows and systems of record

Summary Presentation:

•Business summary

•Current system alignment

•Current system and data architectures

•Systems and data models

•Key data flows


Inspect and Identify…

• Understand and document current business strategy.• Identify user needs and expectations. • Research existing systems and data architecture and map them into a set of defined attributes.

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DesignDefine Road MapOptimizeInspect

© Copyright 2014 Axis Technology, LLC 5

•Scenario analysis of collected information to develop system and data architecture options

•Workshop sessions to review and refine system and data architecture options

•Review of architecture options


•Scenario analysis (tools used to generate options)

•Options presentation


Design Target State Architecture

• Process, prioritize and analyze business, systems and user information and goals.• Identify possible architecture options.• Develop evaluation criteria.


Define Road MapOptimizeInspect Design


• Select and refine architecture option.• Create technology strategy that is best suited to business goals.

•Select and refine architecture

•Workshop sessions to align future projects with new architecture

•Focus group to develop high level roadmap and technology strategy


•Scenario analysis

•Options presentation

•Selected High-level system and data architecture

•High level roadmap

•Change Impact analysis


Optimize…

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Define Road MapInspect Design Optimize


• Develop an actionable approach to achieve the vision.• Create a timeline that streamlines implementation and minimizes business disruption.

•Finalize strategy and architecture

•Creation of the roadmap, identifying projects, dependencies and timelines

•Review of roadmap initiatives/projects

•Implementation timeline

•Project descriptions and dependencies

•Generation of project definitions documents


Road Map creation…


Define Inspect Design Optimize Road Map


Enterprise Architecture - Expertise

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Major Insurance Company• The Claim Services organization was developing a new

program in Data Management and Governance. Included in this program were establishing key processes covering the information life cycle that were missing from the current environment. The program was developed over multiple phases and included examination of the current processes and standards in place, definition of a data quality management strategy needed to support the business need for timely, consistent, and quality data and enhancements to the SDLC processes for data management.

• Multiple business and technology blueprint efforts. These blueprint efforts analyze the current state and target requirements of the in scope area, map the current state against the LOB and Enterprise Architecture standards and establish a roadmap to define the capabilities that will allow the business area to drive to the target state and align with the enterprise standards. Areas covered include the Enterprise Business Architecture, Finance, Informatics Systems Enhancement and CORE Domain Blueprints.

Major Financial Institute• New Intermediary CRM tool rolled out to the Intermediary

sales team. As part of this rollout, the hardware/software needed to be upgraded to be able to support the new CRM application. The project team coordinated the planning, execution and testing of the upgrade of the sales team’s software/hardware. This effort required the team to work with the bank’s NCG group, the GWIM technology team and the Intermediary Sales Force team. Project management tasks enable a smooth rollout of the software/hardware upgrade.

• A global financial conglomerate was developing a new program to manage Developer Access to Sensitive Data. This was a global program encompassing many different businesses as well as many different countries and languages. This program required educating the various businesses, developing and tracking plans for each division within the businesses and establishing processes to manage the project as well as achieving the goals of the overall program. Additionally, both internal audit and external regulators needed to be kept abreast of progress and any difficulties encountered.

Major Healthcare Company• Enterprise Architecture specifically focusing on guidance addressing identification and selection of solutions including evaluation of in-house

versus COTS. Evaluation of vendor technical footprint , capabilities, and maturity for functional, architectural, and infrastructure requirements. Development of Market Landscape reports that identify and rank vendors who can deliver solutions based on business requirements and Blueprint end-state. Provide technical advice and guidance to LOB, IT, & Procurement .


Enterprise Architecture - Drivers

Enterprise Architecture

Mergers & Acquisitions

Utilize IT Resources and Assets

Manage Operational costs through “right-

sizing”

Compliance and regulations

Profit IncreaseIntegrating cultures

of disparate organizations

Improve return on investment

New market and business

opportunities

Leverage new Technology

Changing business environment

Benefits•IT rationalized to business plans

•Roadmap plan for the future that adapts

with your business

•More effective IT budget management with maximum ROI

•Guidance through the challenges associated with the adoption of a coherent Enterprise IT Strategy


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(857) 445-0110

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Axis Technology, LLC

Real-world breadth and depth of experience in financial services and risk management solutions