uml profile for bizbok modeling for...
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UML® Profile for BIZBOK®
“Modeling for Everyone”
Armstrong Process Group, Inc.www.aprocessgroup.com
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Twin Cities Business
Architecture Summit 2016
About APG
� APG’s mission is to
“Align information technology and systems engineering capabilities with business strategy using proven, practical
processes delivering world-class results.”
� Industry thought leader in enterprise architecture, business modeling, process improvement, systems and software engineering, requirements management, and agile methods
� Member and contributor to
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Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
� Member and contributor to� UML, SysML®, SPEM, UPDM™/UAF, BAMM at OMG®
� TOGAF, ArchiMate®, IT4IT™ at The Open Group
� UML Profile and Metamodel teams at Business Architecture Guild
� Business partners with Sparx, HP, and IBM
� Open Group Accredited Training Provider, Guild Accredited Training Partner™, IIBA® Endorsed Education Provider (EEP™)
BIZBOK Business Architecture Framework3
Business Architecture Knowledgebase
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
� Blueprints provide views into knowledgebase, based on stakeholder concerns
� Scenarios contextualize expected outcomes of business architecture work
� Also inform initial selections of key stakeholders and likely concerns
BIZBOK Guide 5.1
Value Proposition
� Uplift professionalism of practitioners� Transition from office productivity tools to formal modeling solutions
� Increase adoption of BIZBOK-based modeling� Diminish requirement of end-users to create one-off custom solutions
� Provide foundation for end-user metamodel customization� Enable end-users to add custom properties and additional types of
elements, relationships, and diagrams
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Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
elements, relationships, and diagrams
� Allow integration of Business Architecture models with other models� Enterprise architecture (TOGAF, ArchiMate, UPDM/UAF)
� Business process (BPMN)
� Systems engineering (SysML)
� Solution delivery (UML)
What Are We Building?
� UML Profile� Define base metatypes, metadata, and metarelationship
� Make “open-source” to allow for end-user customization
� Would allow end-user to create own MDG Add-In based on Profile or MDG Tech
� MDG Technology� Includes UML profile
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Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
� Includes UML profile
� New diagram types with specific toolboxes
� Scripts, report templates, other stuff
� Could also be open-sourced
� MDG Add-In� Create .NET assembly using C# or VB.NET
� Add new windows/views that do special things
� Catch EA GUI events and respond accordingly
Official Guild Team Site6
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Team Members
• APG
• AIMCo
• FedEx
• Guild Metamodel
• OMG BAMM RFP
Capability – Metamodel 7
Capability
Level: Stratification Level
Heatmap Status: Capability Heatmap Status
Criticality: Capability Criticality
Value Stream Stage Stakeholder
Initiative
Product
Application
Outcome
«enumeration»
«enumeration»
Capability Heatmap Status
Not Evaluated
Does Not Exist But Should
Working Well
Suboptimal
Problematic
Significantly Problematic
Value Item
depends upon
enables
composed of
delivers
impacts
requires
produces
requires
relies on
automates
enables
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Organization
Initiative
Information
Concept
Capability Instance
«enumeration»
Stratification Level
Strategic
Core
Supporting
«enumeration»
Capability Criticality
Negligible Impact = 5
Limited Impact = 4
Moderate Impact = 3
Noticeable Impact = 2
Significant Impact = 1
Not Analyzed
Policy
possesses
informs
implements
instance of
requires
governs
UML Profile – Capability Elements8
«metaclass»
Object
Capability Instance
_metatype = Capabili ty Instance
_strictness = profile
Outcome
_metatype = Outcome
_strictness = profile
«metaclass»
State
isComposite: Boolean
isOrthogonal: Boolean
isSimple: Boolean
isSubmachineState: Boolean
Capability
_instanceType = Capabili ty Instance
_image = <Image type="EA...
«metaclass»
Class
isActive: Boolean
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Custom metaclass properties (like "isActive" for Class metaclass) are those assigned by Sparx by default. If a non-default value is selected, there will be a specific note about the rationale for a different setting.
_strictness = profile _strictness = profile_image = <Image type="EA...
_metatype = Capability
_sizeX = 250
_sizeY = 25
_strictness = profile
Criticali ty: Capabil ity Critical ity = Not Analyzed
Heat Map: Capability Heatmap Status = Not Evaluated
Level: Strati fication Level = Supporting
«diagram property»
(ShowNotes) Show Notes = 0
QuickLink
A
UML Profile – Capability Relationships9
composedOf
_metatype = composedOf
_strictness = profile
«metaclass»
Composition
direction: Direction = Source -> Desti...
dependsUpon
_metatype = dependsUpon
_strictness = profile
«metaclass»
Dependency
direction: Direction = Destination -> ...
instanceOf
_metatype = instanceOf
_strictness = profile
«metaclass»
Instantiation
direction: Direction = Destination -> ...
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
«metaclass»
Association
compositionKind: CompositionKind = none
direction: Direction = Destination -> ...
produces
_metatype = produces
_strictness = profile
requires
_metatype = requires
_strictness = profile
«metaclass»
Association
compositionKind: CompositionKind = none
direction: Direction = Destination -> ...
Capability Mapping – Diagram Types10
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Capability Map – Auto-Generated11
APG
Finance Operations Research and Development
Sales and Marketing
Accounting
Accounts Payable Accounts Receivable
Communications
Operations
Event Operations
Product Operations
Training Operations
Communications
Delivery
Attendee
Management
Conference
Management
Event Delivery Event Management
Event Notification Event Preparation
Product Management Product Order
Fulfillment
Courseware Ordering Training Delivery
Training Preparation
Intellectual Property
Content Management Content Publishing
Marketing
Contact Management Contact Networking
Content Syndication Lead Identification
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Practitioner Operations
Event Registration Facility Management
Instructor
Management
Certification Delivery Certification
Management
Practitioner
Management
Professional
Development
Service Management
Sales
Lead Management Product Notification
Service Notification
Client Management Product Order
Processing
Product Sales Proposal Creation
Proposal
Management
Quote Creation
Quote Management Service Sales
Capability Map – Alternate Depiction12
APG
FinanceOperations Research and
Development
Sales and Marketing
MarketingSales
Client Management
Product Order
Processing
Product Sales
Communications
Operations
Event Operations Practitioner
Operations
Product Operations Training Operations
Contact
Management
Contact Networking
Content Syndication
Communications
DeliveryAttendee
Management
Conference
Management
Event Delivery Practitioner
Management
Certification
Delivery
Certification
Management
Product
Management
Product Order
Fulfillment
Courseware
Ordering
Training Delivery
Training Preparation
Intellectual
Property
Content
Management
Content Publishing
Accounting
Accounts
Receivable
Accounts Payable
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Product Sales
Proposal Creation
Proposal
Management
Quote Creation
Quote Management
Service Sales
Lead Identification
Content Syndication
Lead Management
Product Notification
Service Notification
Event Delivery
Event Management
Event Notification
Event Preparation
Event Registration
Facility
Management
Instructor
Management
Practitioner
Management
Professional
Development
Service
Management
Value – Metamodel 13
Value Stream
Initiative
Product
Strategy
Value Proposition
Policy
relies on
aligns
with
delivers
impacts
governs
desires
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Value Stream Stage
Stakeholder
Capabilitysupports
relies on
enables
composed of
{ordered}
triggers
Value Stream – Metamodel 14
Value Stream
Value Stream Stage
Name: Text
Description: Text
/Is Start Stage: Yes/No
Stakeholder
CapabilityProcess
Value Proposition
Outcome
enables
triggers desires
composed of
composed of
{ordered}contributes to
receives
requires produces
supports
delivers
delivers
implements
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
/Is Start Stage: Yes/No
/Is End Stage: Yes/No
Organization
Information
Concept
Value Item
Value Stream Criteria
Product
Information
Concept Instance
applies to
represents
has exit
criteria represents
offers
instance of
represents
represents
responsible for
applies to
has entrance
criteria
participates in
uses
implements
Value Mapping – Diagram Types15
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Value Map – Example 116
Deliver Training Engagement
Customer
Uplifted
Workforce
Capabilities
«Value
Proposition»
«triggers»
«desires
results»
«produces»
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Deliver Training EngagementRegister for Training
Session
Understand
Customer
Requirements
Arrange Training
Logistics
Deliver Training
Session
Close Training
Session
Deliver Training Engagement
Value Streams : Deliver Training Engagement - Value Stream Stages
Value Streams : Deliver Training Engagement - Value Items
Value Streams : Deliver Training Engagement - Capabilities
Value Stream Specification17
:Customer:Student:Training Facility:Customer
Arrange
Training
Logistics
Close Training
Session
Understand
Customer
Requirements
Deliver
Training
Session
Register for
Training
Session
Clear
Customer
Appropriate
Facilities
Defined
Target
Targeted
Customer
Improved
Professional
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Customer
Expectations
Facilities Target
Audience
Customer
Feedback
Professional
Skills
Uplifted
Workforce
Capabilities
Value Stream – Entry/Exit Criteria18
Understand
Customer
Requirements
Close Training
Session
Deliver
Training
Session
Register for
Training
Session
Arrange
Training
Logistics
:Proposal
[Submitted]
:Event
[Scheduled]
:Event
[Delivered]
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
:Statement of
Work
[Approved]
:Event
[Setup]
:Course
Evaluation
[Returned]
:Certificate of
Completion
[Provided]
Value Cross-Mapping19
Register for Training
Session
Understand
Customer
Requirements
Arrange Training
Logistics
Deliver Training
Session
Close Training
Session
Proposal
Management
Client
Management
Facility
Management
Event Management
Event Registration
Event Management
Event Management
Event Delivery Accounts Payable
Accounts
Receivable
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Service Sales
Quote
Management
Instructor
Management
Event Preparation Attendee
Management
Event Management
Open the matrix profile 'Value Stream Stage Enabled By Capability'
Value Map – Example 220
Establish Distribution Network
VP Product
DevelopmentSustainable
New
Product
Ecosystem
«Value
Proposition»
«triggers»
«produces»
«desires»
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Establish Distribution Network
Establish Distribution Network
Develop Distribution
Strategy
Select Distribution
Partners
Plan Distribution
Partner Engagement
Develop Distribution
Partner Relationship
Grow New Product
Sales
Sustain New Product
Sales
Value Streams: Establish Distribution Network - Value Items
Value Streams: Establish Distribution Network - Info Object Matrix
Value Streams: Establish Distribution Network - Info Object Mapping
Participating Stakeholders & Delivered Value Items21
Develop Distribution
Strategy
Select Distribution
Partners
Plan Distribution
Partner Engagement
Develop Distribution
Partner Relationship
Grow New Product
Sales
Sustain New Product
Sales
VP Product
Development
Distribution Partner
Manager
Distribution Sales
Manager
Distribution Partner
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
� Also shows aggregation of Value Items into Value Proposition
Understood
Distribution
Approach
Clarified
Distribution
Channels
Defined
Engagement
Model
Engaged
Channel
Network
Product
Market
Growth
Profitable
Product
Market
Newly
Available
Product
«Value
Proposition»
Value Item Mapping
� Identify participating
stakeholders
� Who contributes to
creating value item?
� Who receives the value
from the item?
22
Understood
Distribution
Approach
Clarified
Distribution
Channels
Defined
Engagement
Develop Distribution
Strategy
Plan Distribution
Partner Engagement
Select Distribution
Partners
Distribution Partner
Manager
VP Product
Development«receives»
«contributes»
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Model
Engaged
Channel
Network
Product
Market
Growth
Profitable
Product
Market
Grow New Product
Sales
Develop Distribution
Partner Relationship
Sustain New Product
Sales
Distribution Partner
Distribution Sales
Manager
Stakeholder / Value Item – Matrices
Source
Target
Develop Distribution Partner Relationship
Develop Distribution Strategy
Grow New Product Sales
Launch New Financial Product
Plan Distribution Partner Engagement
Select Distribution Partners
Sustain New Product Sales
Source
Target
Develop Distribution Partner Relationship
Develop Distribution Strategy
Grow New Product Sales
Launch New Financial Product
Plan Distribution Partner Engagement
Select Distribution Partners
Sustain New Product Sales
23
Target
Clarified Distribution Channels
Defined Engagement Model
Engaged Channel Network
Product Market Growth
Profitable Product Market
Understood Distribution Approach
Target
Clarified Distribution Channels
Defined Engagement Model
Engaged Channel Network
Product Market Growth
Profitable Product Market
Understood Distribution Approach
Value Stream Stage
offers
Value Item
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Source
Distribution Partner
Distribution Partner Manager
Distribution Sales Manager
VP Product Development
Develop Distribution Partner Relationship
Develop Distribution Strategy
Grow New Product Sales
Launch New Financial Product
Plan Distribution Partner Engagement
Select Distribution Partners
Sustain New Product Sales
Source
Distribution Partner
Distribution Partner Manager
Distribution Sales Manager
VP Product Development
Develop Distribution Partner Relationship
Develop Distribution Strategy
Grow New Product Sales
Launch New Financial Product
Plan Distribution Partner Engagement
Select Distribution Partners
Sustain New Product Sales
Source
Develop Distribution Partner Relationship
Develop Distribution Strategy
Grow New Product Sales
Launch New Financial Product
Plan Distribution Partner Engagement
Select Distribution Partners
Sustain New Product Sales
Clarified Distribution Channels
Defined Engagement Model
Engaged Channel Network
Product Market Growth
Profitable Product Market
Understood Distribution Approach
Source
Develop Distribution Partner Relationship
Develop Distribution Strategy
Grow New Product Sales
Launch New Financial Product
Plan Distribution Partner Engagement
Select Distribution Partners
Sustain New Product Sales
Clarified Distribution Channels
Defined Engagement Model
Engaged Channel Network
Product Market Growth
Profitable Product Market
Understood Distribution Approach
Stakeholder
participates in
Value Stream Stage
Value Stream Stage – Entry/Exit Criteria24
Develop Distribution Select Distribution Plan Distribution Develop Distribution
:Distribution Partner
[Selected]
:Product Competitor
Intelligence
[Created]
:Product Market
Analysis
[Created]
:Product Market Data
[Gathered]
:Product Sales
Analysis
[Created]
:Product Sales Data
[Gathered]
:Sales and Distribution
Program
[Approved]
:Sector Sales and
Distribution Strategy
[Approved]
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
� Mapping of entry/exit criteria for first two stages
� Input/output shown as instances of information objects in specific state
Develop Distribution
Strategy
Select Distribution
Partners
Plan Distribution
Partner Engagement
Develop Distribution
Partner Relationship
:Product Competitor
Data
[Gathered]
:Product Distribution
Strategy
[Approved]
:Product Market
Intelligence
[Created]
:Product Sales
Intelligence
[Created]
Alternate Depiction25
Entry Criteria
Value Stream Stage
Develop Distribution
Strategy
Select Distribution
Partners
Plan Distribution
Partner Engagement
Develop Distribution
Partner Relationship
Grow New Product
Sales
Sustain New Product
Sales
:Product Market Data
[Gathered]
:Product Sales Data
[Gathered]
:Sales and Distribution
Program
[Approved]
:Sector Sales and
Distribution Strategy
[Approved]
:Product Distribution
Strategy
[Approved]
:Product Market
Intelligence
[Created]
:Product Sales
Intelligence
[Created]
:Product Competitor
Data
[Gathered]
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
� Use columns and swimlanes
Exit Criteria :Product Distribution
Strategy
[Approved]
:Product Market
Intelligence
[Created]
:Product Sales
Intelligence
[Created]
:Distribution Partner
[Selected]
:Product Market
Analysis
[Created]
:Product Sales
Analysis
[Created]
:Product Competitor
Intelligence
[Created]
Information – Metamodel 26
Information
Concept
Value Stream Stage
Capability
Product
Stakeholder Type
Policy Outcome
uses
informs
describes
represents
represents
composed of
governs
defines
relatedTo
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Value Stream Stage
Value Item
Value Stream
Criteria
Information
Concept State
Information
Concept Instance
Distinguished
Business Object
uses
applies to
in state
applies to
instance of
represents
represents
lifecycle defined by
Information Map – Diagram Types27
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Information Map – Example 28
Person
Lead
Lead Date: Date
Notes: Text
Type: Lead Type
::Person
Business CardPerson
Contact
::Person
First Name: Text
Last Name: Text
Email Address: Text
Phone Number: TextEmail Message
Student Sign InUser ProfileCompany
0..1
0..1
0..1
converted to
0..1
Identified Leads
0..*
Related Company
0..1
0..1 0..1
0..1
0..1
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
::Person
First Name: Text
Last Name: Text
Email Address: Text
Phone Number: Text Event Registration
Person
APG Employee
::Person
First Name: Text
Last Name: Text
Email Address: Text
Phone Number: Text
«enumeration»
Lead Type
Consulting
Product
Training
0..1
identifies
0..*
0..1 0..1
1
owns
0..*
0..1 0..1
Information Lifecycle – Lead 29
Identified Rejected Converted
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Acquired Verified
Captured Targeted
Contacted
Value Stream Stage / Information Objects MappingTarget
:Distribution Partner
:Product Competitor Data
:Product Competitor Intelligence
:Product Distribution Strategy
:Product Distribution Strategy
:Product Market Analysis
:Product Market Data
:Product Market Intelligence
:Product Market Intelligence
:Product Sales Analysis
:Product Sales Data
:Product Sales Intelligence
:Product Sales Intelligence
:Sales and Distribution Program
:Sector Sales and Distribution Strategy
30
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Source
Develop Distribution Partner Relationship
Develop Distribution Strategy
Grow New Product Sales
Launch New Financial Product
Plan Distribution Partner Engagement
Select Distribution Partners
Sustain New Product Sales
:Distribution Partner
:Product Competitor Data
:Product Competitor Intelligence
:Product Distribution Strategy
:Product Distribution Strategy
:Product Market Analysis
:Product Market Data
:Product Market Intelligence
:Product Market Intelligence
:Product Sales Analysis
:Product Sales Data
:Product Sales Intelligence
:Product Sales Intelligence
:Sales and Distribution Program
:Sector Sales and Distribution Strategy
Organization – Metamodel 31
Organization
Legal Entity: yes/no
Legal Entity ID: text
Capability
Capability Instance
Value Stream Stage
Process
Initiative
impactsinstance of
participates inpossesses
responsible for
interacts with
implements
composed of
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
Business Unit Collaborative Team
Partner
Product
Stakeholder
Policy
sourced from
owns
Organization – Examples 32
APG
Executive Management
Sales and Marketing Business Operations Professional Education Professional Services Research and
Development
Sales
Marketing
Contractor
Management
Finance
Certification
Training
Technical Training
Enterprise
Architecture
Services
Solution Delivery
Services
Academic Outreach
Standards
Development
Open the matrix profile 'Organization Operates In Location'
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
IT Operations
Human Resources
Legal
Event Management
Tool Training Systems
Engineering
Services
Tool
Implementation
Services
Curriculum
Development
Tool Development
Conclusions
� UML Profile for BIZBOK should increase level of adoption of formal modeling in Business Architecture
� Have released first beta version focusing on core, foundational domains
� Capability, Value, Information, Organization
� Working on confirming metamodel for extension
33
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
� Working on confirming metamodel for extension domains
� Strategy, Initiative, Stakeholder, Product, Policy
� Looking for end-users to test work-in-progress
� Also looking for people to help contribute to development
� Plan to release first complete version 1Q2017
34
Q&A
Thanks for your attention
and participation!
http://www.aprocessgroup.com
http://www.linkedin.com/in/togaf/
Sparx Enterprise Architect – UML Profile for BIZBOK®
Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved
and participation!
"APG", the APG logo, "proven practical process" (and its graphic representation), ATPL, EA-In-A-Box, APG ModelFlow are trademarks of Armstrong
Process Group, Inc.
The Open Group, The Open Group Architecture Framework, TOGAF, and ArchiMate are trademarks or registered trademarks of The Open Group in
the United States and other countries.
BIZBOK, A Guide to the Business Architecture Body of Knowledge, Certified Business Architect, CBA, Guild Accredited Training Program, and GATP
are trademarks or registered trademarks of the Business Architecture Guild.
Other company, product, or service names may be trademarks or service marks of others.