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foundational Enterprise architecture use cases for two different EA discussions on LinkedIn.
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Foundation EANearly everything associated at the Enterprise layer will have a maturity assigned,
the maturity will drive the behaviors.Effective key controls are one of the vital returns on this proposed investment.
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
Executive Strategy Game An EA tool for both the practitioner or the stakeholders sponsoring EA
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
The following represents the decisions made for the business, versus the ones made by each organization. ◦ Real world versus fit for purpose
We may hear critics argue that EA cannot be represented on a single page. ◦ Let’s scale what we know about EA
We are not talking about SA or TA The following represents the entities we would model in the meta-model◦ The foundation◦ The vision◦ The Metrics◦ The maturity represented as a transaction associated with a maturity during the
strategy and planning work done with EA.
A one page cheat sheet on EA
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
BP 2 Develop Offer Engineer
BP 3 Market and Sell Offers
Marketing
BP3 Market and Sell Offers
Sales
BP 4 Deliver Offers
Operations
BP 5 Manage Offers
Technical Services
VSM Metrics – Foundation and Metrics One Page EA - Cost and Benefit Model – Minimum Viable System Model P1
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
1
2
34
5
DIRECTOR-Coordinate and Collaborate
IDENTITY
OFFERS
Supplier Offer
Customer Offer
30
20
10
30
20
10
BP 1. Design Strategy and Vision
PLANNING
An alternative to strategic planning
A minimum viable system model limits the opportunities to cause harm based on limited knowledge in business from EA view-only the CEO has the accountability.
Having a tool or guide to manage the conversations with business people. ◦ a visual aid◦ a design to meet key controls systematically – by design we attain effectiveness and efficiency
The tool or guide isn’t a replacement for any tool used or proposed by TOGAF or other IT frameworks Bringing greater business context to conversations with EA
◦ Guide rather than being served The guide enables the business to work with the right parts of the business, by
defining or ensuring the strategy factors the maturity of the offer. ◦ EA has effective goals which can be executed and we might find time to work on solutions. ◦ Not policing others, puts EA in a position to celebrate the value to the Enterprise – rather
quickly. ◦ Enable SA and TA based on known behaviors which are really complicated conversations
without the guide. ◦ Promotes questions which business can determine without expert knowledge
A self governing system
BP1. Design Strategy and Vision
Level 2 BP with Stakeholders-EA Any stakeholder can use the following to understand EA (3) management capabilities
Business Process 1 Design Strategy and Vision
CM1.Financial Management
Capability
CM2.Offer Management
Capability
CM3. Party Management
Capability
BP2. Develop
Offer
BP3. Market and Sell Offer
BP4. Deliver Offer
BP5. Manage
Offer
Create. Read. Update and Archive
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
Engineering and Product Managers
Development Teams
Marketing
and SalesOperations Service
EA
SA/TA
(2) Transaction Capabilities Income statement hard dependenciesLimit the risk by connecting having fewer opportunities for error, in a reductionist model we multiply threats
Management – EA - Party, Offer and Financial data is also known as Master Data and executed as a master record structured in ERP. ◦ Most companies classified the master data as highly restricted and limited who could
see the information. Cost or pricing leaking to the competitors Customer, Suppliers or Employee list leaking to the competitors
Management to transaction - a point in time transaction – EA – MVSM records related to the retention schedule for zero data loss SA/TA ◦ A distinction between Master and Transactional data which captures a point in time and
will include any exceptions, which do not translate into a new rule for pricing purposes. Many companies are failing at the segregation of duties as they believe the key control only
relates to the Segregation between IT and Business. Most companies also fail by thinking Key controls are just a report. The transaction will be processed and ideally the validation from finance will be performed, at
this time capturing the record for audit purposes minimizes the offline attempts which fail by threading the transaction across both parts of the income statement.
Management and Transaction Defined
Cost = Expense in public to private sector translation
Service Providers
and Suppliers
Cost
Branch or Regional Delivery
Capabilityand
Customer or Citizen
Benefits
Copyright @ 2014 WICKED Design Solutions Lisa Martinez 408.638-9016 10
20
30
Benefits = Revenue in public to private sector translation
10
20
30
Benefits Increases Income
Cost reduces Income
TA Fast Lane
SA Middle Lane
EA Slow Lane
TA Fast Lane
SA Middle Lane
EA Slow Lane
1. Expense/Cost transaction capability
BP1. Design Strategy and Vision
(3) Management and (1) Transaction CapabilityAPQC Business Process from EA/BA
Business Process 1 Design Strategy and Vision
CM4. Expense/Cost Transaction with Suppliers
CM1.Financial Management
Capability
CM2.Offer Management
Capability
CM3. Party Management
Capability
BP2. Develop
Offer
BP3. Market and Sell Offer
BP4. Deliver Offer
BP5. Manage
Offer
Create. Read. Update and Archive
Manage the Employee Development and Recruiting Headcount and Executive Admin.
Validate the Transactions for Income Statement Reporting – Corporate Finance
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
EA
SA/TA
The following slides are specific to a five capability model ◦ 3 management capabilities or entities with types◦ 2 transactional capabilities includes the income statement and executive risk
Broader Capability ◦ Real World and strategy type of conversations with slow lane to realize the work often
associated with innovation. Not all EA is innovation, much will be a slow or middle lane Effort Generic Capabilities Universal Capabilities Re-usable Capabilities Management Capabilities
Create, Read, Update and Archive in master record in ERP Local Capabilities ◦ Specific Fit for Purpose
Solution Architects and TA architects are going to be in the middle lane with speed to the fast lane objectives.
Understanding the Capability from CEO to EA
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
BP1. Design Strategy and Vision
(3) Management and (1) Transaction CapabilityAPQC Business Process from EA/BA-NOTE the Revenue/Benefits are fewer BP
Business Process 1 Design Strategy and Vision
CM1.Financial Management
Capability
CM2.Offer Management
Capability
CM3. Party Management
Capability
BP3. Market and Sell
Offer
BP4. Deliver Offer
BP5. Manage Offer
Create. Read. Update and Archive
Validate the Transactions for Income Statement Reporting – Corporate Finance
CM5. Revenue/Benefits Transactions with Customers
Sales Operations Technical Services
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
EA
SA/TA
Employees Suppliers Customers
1. Party Management Capability – TypesHow the same logic can be used in each capability whether management or transaction
30 - Expert
20 - Advanced
10 – Basic
30 - New
20 - Maverick
10 – Preferred
30 – Invested
20 - Advanced
10 – Loyal
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
The Party Management Capability includes three types of “People, as an agent” of an organization or agency – a relationship based on legal evidence of arrangement.
Roles in EA Use Case 1-Association of Enterprise Architects
EA isn’t the only organization struggling to communicate well about various roles, we have the problem universally. ◦We’ve had the problem for a very long time. ◦ The challenge significantly impacts every organization or agency
during the execution of the strategy. Some refer to the issue as an organization or agencies maturity shows in
these failures or inability to meet the goals of the strategy. Yet the budget or plan was used and actually went over by 500k Our operating cost were expected to be cut in half and we have increased
our cost to run the business. We typically aren’t operating with the EA beyond SA and TA
Association of Enterprise Architects
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
Employeesmay be a shared service or consultant
Party Management Capabilities – Example 1 An Expense/Cost Transaction Capability – Employee and Suppliers Southbound Highway
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
The Party Management Capability includes three types of “People, as an agent” of an organization or agency – a relationship based on legal evidence of arrangement. A supplier may support the organization as an agent on behalf of one organization under a contractual time based project or temporary expense agreement.
30 - Expert
20 - Advanced
10 – Basic
Innovation or Transform
ChangeContinuous Improvement
Run TimeOperational
30 – EA
20 - SA
20 - TA
Post on the EA/SA
roles
EA Modeling ForumUse Case 2Proven methods for re-use in Government
Rob’s proven model concept represented in a UML style diagram has been executed in a few successful use cases.◦ Rob’s concept was shared with John Zachman who supported his
concept. The next slide displays the way I understand an UML model
to aid in the Enterprise Architecture as a tool. ◦ Zachman Framework v3 – aligns rows 4-5 with such a tool
While the intent may serve a purpose for the enterprise, including being helpful to the EA goals of integrating across functional stakeholders; The meta model typically has far greater chance of getting the senior level buy-
in. EA must secure buy-in before looking at tools
Rob’s UML Model for Local Gov
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
Employees May be either employee, consultant or a shared service
Party Management Capabilities - ReferenceAn Expense/Cost Transaction Capability – Employee and Suppliers Southbound Highway
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
The Party Management Capability includes three types of “People, as an agent” of an organization or agency – a relationship based on legal evidence of arrangement. A supplier may support the organization as an agent on behalf of one organization under a contractual time based project or temporary expense agreement.
30 - Expert
20 - Advanced
10 – Basic
Innovation or Transform
ChangeContinuous Improvement
Run TimeOperational
Transformation?No, not really
Change from Rob Begins
Employees Customers
Party Management Capability – ReferenceRevenue/Benefits Transaction Capability – Employee and Customers Northbound Highway
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
The Party Management Capability includes three types of “People, as an agent” of an organization or agency – a relationship based on legal evidence of arrangement. The size of a customer increases the invested from loyal to advanced with Enterprise size, the types are going to require an experienced and well rounded type of account executive to support the uniqueness of the environment each customer of this size operates.
Innovation or Transform
ChangeContinuous Improvement
Run the Business
30 - Expert 30 – Invested
20 - Advanced 20 - Advanced
10 – Basic 10 – Loyal Rob Ends
The end
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014
Broader Capability example◦ Imagine a case management system where IT service
management can be expanded for business services A case is the way business understands the topic An incident or issue is the way IT views the same
◦ If we display the information we can use a single source to ensure complete and accurate performance
Imagine having confidence about the way the ISO audit expects the organization to measure quality with the suppliers and customers.
The same confidence with leaders and managers with all employees.
A universal capability – ISO requirements are met Foundation/Vision/Maturity/Metrics – Risk a case or an incident
Lisa Martinez 408.638.9016 Wicked Design Solutions Copyright @ 2014