Advanced Topics for TOGAF Integrated Management Framework

Transcription

1 Instructor: Robert Weisman MSc, PEng, PMP CD Advanced Topics for TOGAF Integrated Management Framework ROBERT WEISMAN CEO BUILD THE VISION, INC. Slide1

2 Integrating Best Practice Frameworks Content The Management Frameworks EA and Business Planning EA and Portfolio Management EA and Service Management EA and Software Engineering Putting it all Together 2

3 Business Capability Management Stakeholders - The Management Frameworks GOVERNANCE Portfolio/ Project Management Operations Management Enterprise Architecture Development Method Solutions / System Development Method Slide 3

4 TOGAF and the Other Bodies of Knowledge Governance COBIT 5 Business Analysis BOK Data Management BOK Software Engineering BOK Project Management BOK PRINCE 2 IT Service Management ITIL V3 Security Management The Open Group Architecture Framework V9.1 Open Group Standards for Architecture and Management Object Management Group, OASIS, W3C Implementation Standards

5 Coordinating the Management Frameworks Business Planning Business Direction Enterprise Architecture Runs The Enterprise The Old Way Structured Direction Operations Management Delivers Portfolio Project Management Management Slide 5

6 EA and Business Planning Slide6 Slide 6

7 Capability Based Business Planning Line of Business Portfolio Corporate Governance (Including Corporate IM/IT) Corporate Portfolio (e.g. HR, Fin, Security) ) IM/IT Portfolio Capability 1 (e.g. Electronic Service Delivery) Functional Management (Vertical) Capability 2 (e.g. Sarbanes Oxley Compliance) Capability Management (Horizontal) Project Project Operations Management - Corporate IT Infrastructure Slide 7

8 Capability Concept Capability Capability Capability Capability Increment People Dimension Individual Training Collective training Professional Development Slide 8 Process Dimension Concepts Business Processes Information Mgt Materiel Dimension Infrastructure Information Technology Equipment

9 Scope Baseline Enterprise Architecture Potential Architecture Relationships Time Strategic Enterprise Architecture Target Enterprise Architecture 10 Years Enterprise Architecture Definition #1 Enterprise Architecture Definition #2 5 Years Depth (Content) 12 Months Slide 9 Arch Realization Arch Realization Arch Realization Arch Realization Arch Realization Arch Realization

10 Business Planning Relationships Scope Baseline Enterprise Status Time Strategic Enterprise Plan Target Enterprise Vision 10 Years 5 Years 12 Months Depth (Content) Segment Business Plan Slide 10 Segment Business Plan Segment Business Plan Segment Business Plan Segment Business Plan Segment Business Plan

11 EA and Business Planning TOGAF 9 Phase P A Main EA Activities and Deliverables Preliminary Planning EA Framework IM/IT Governance Vision Vision Document including Roadmap Business Planning Activities and Deliverables (Using Capability or Outcome Based Planning) Preliminary Business Planning Planning Framework Measurement & Reporting Framework, e.g. MAF Corporate Governance Define Vision and Strategies Enterprise Vision Enterprise Strategic Plan R Requirements Management N/A B, C, D Architecture Definition Identify / Target Capabilities Corporate Business Plan E, F Architecture Transformation Transition Architectures Implementation and Migration Plan Identify Capability Increments Segment Business Plans Implementation Plans G Architecture Implementation Governance N/A H Architecture Change Management N/A Slide11 Slide 11

12 EA and Project Management Slide12 Slide 12

13 Stages of the Project Lifecycle INITIATING Authorizing the Project Project Charter Prelim Scope Statement PLANNING Plan and Schedule the Project Work Project Mgt Plan Subsidiary Function Plans CLOSING Close the Project Formally Change Requests Changes to Project EXECUTING Perform the Project Work Slide13 Deliverable Acceptance Contract Closure MONITORING & CONTROLLING Monitor to detect variance and correct Project Deliverables

14 Architecture Intent Lessen Burden on Projects EA Support Project Architecture Scope Enable Projects to Focus On Delivery not Complex Design Enterprise Architecture Agile Architecture Strategic Tactical Transition Operational Reusable Patterns, Solutions & Standards Project Architecture Scope Slide 14

15 Strategic Roadmap Phase A Scoping Portfolios and Projects PORTFOLIO 1 Activity 1 Activity 2 Activity 3 Activity 4 PROJECT 1 PROJECT 2 Activity 5 Activity 6 PROJECT 3 Activity 8 Activity 9 Activity 10 Activity 7 Target Architecture Activity 11 Activity 12 Activity 13 Activity 14 Slide15 Business Capability / Value Milestones

16 Project Portfolio - Utility Project A Project C Project B Project D Value Project F Project E Project G Project H On target Slide 16 Risk At Risk In Trouble

17 Enterprise Architecture Enables Strategic Planning EA enables proactive Strategic Project Generation Tactical IT Project Tactical Project Generation Governance (Change Advisory Board) Strategic Business Needs Strategic Enterprise Tech Arch Strategic IT Project Tactical IT Project Tactical IT Need Tactical Business Need Tactical IT Need Tactical Business Need Slide 17

18 EA and Project Management TOGAF 9 Phase P A Main EA Activities and Deliverables Preliminary Planning Framework and Governance Vision Vision Document including Roadmap Project Management Phases and Deliverables Selection of Portfolio / Project Management Framework Portfolio Initiation R Requirements Management Portfolio Planning Project Planning B, C, D Architecture Definition Project Initiation E, F Architecture Transformation Transition Architectures Implementation and Migration Plan Project Planning G Architecture Implementation Governance Project Execution Monitoring and Controlling H Architecture Change Management Monitoring and Controlling Slide18 Slide 18

19 EA and PM Knowledge Areas PM Knowledge Areas TOGAF 9 Communications Management * Preliminary Phase Stakeholder Management * Chapter 24 Stakeholder Management Scope Management Preliminary Planning Request for Arch Work A - Vision Statement of Architecture Work Requirements Management Quality Management Requirements Management B-D - Architecture Definition Service Qualities Human Resource Management B-D - Architecture Definition Service/Technical Reference Models Chapter 52 - Architecture Related Roles Integration Management A - Architecture Vision Strategic Conceptual B D - Architecture Definition Logical E - Opportunities and Solutions Physical Chapter 29 - Interoperability Risk Management E - Opportunities and Solutions Implementation Risk H - Architecture Change Management Chapter 31 Risk Management Cost Management A - Vision, B-D Definition and E - Opportunities & Solutions Time Management Procurement Management Different levels of cost estimate A - Vision and Phase F Migration Planning Slide19 Slide 19 Not really addressed in TOGAF

20 EA and Service Management ISO Information Technology Infrastructure Library (ITIL) Slide20

21 Slide21 ITIL Service Lifecycle

22 Slide22 ITIL Service Phases

23 ITIL V3 Service Areas and Main Deliverables Service Strategy Service Design Service Transition Service Operation Continuous Service Improvement 1. Financial Mgt 2. Service Portfolio Mgt 3. Demand Mgt 1. Service Catalogue Mgt 2. Service Level Mgt 3. Capacity Mgt 4. Availability Mgt 5. IT Service Continuity Mgt 6. Information Security Mgt 7. Supplier Mgt 1. Change Mgt 2. Service Asset and Configuration Mgt 3. Knowledge Mgt 4. Release and Deployment Mgt 5. Service Validation and Testing 6. Evaluation 7. Transition Planning and Support 1. Event Mgt 2. Incident Mgt 3. Request Fulfilment 4. Access Mgt 5. Problem Mgt Functions Service Desk Technical Mgt Application Mgt IT Ops Mgt 1. Service Improvement 2. Service Measurement 3. Service Reporting Deliverables Strategies Policies Resource Constraints Service Level Packages Slide23 (SLP) Solution Design Architectures Standards Service Design Package (SDP) Transition Plans Tested Solutions Service Knowledge Management System (SKMS) Operational Plans Operational Services Improvement Actions and Plans

24 Service Portfolio Concept Target Architecture Baseline Architecture TOGAF V9 ITIL V3 Pipeline Services Service Catalogue Retired Services Service Portfolio Slide24

25 EA and Service Management TOGAF 9 Phase P A Main EA Activities and Deliverables Preliminary Planning Framework and Governance Vision Vision Document including Roadmap Service Management Phases and Deliverables ITIL Framework Service Strategy R Requirements Management Service Knowledge Management System (SKMS) B, C, D Architecture Definition Service Design E, F Architecture Transformation Transition Architectures Implementation and Migration Plan Service Transition G Architecture Implementation Governance Service Transition H Architecture Change Management Service Operation Continual Service Improvement Slide25

26 EA and Software Engineering ISO Slide26 Slide 26

27 System Development Life Cycle (SDLC) PLAN ANALYZE DESIGN BUILD TEST DEPLOY OPERATE & MAINTAIN Architecture descriptions created: guided by enterprise architecture principles in accordance with enterprise standards for architecture descriptions Architecture descriptions used: to ensure system/solution built and delivered according to architecture as reference during operation and maintenance and as baseline for future maturation of enterprise A standard for architecture descriptions provides benefits through all phases of SDLC. ISO is one such standard. Slide27 Robert Weisman 2009 Slide 27

28 EA and Software Engineering TOGAF 9 Phase Main EA Activities and Deliverables ISO Deliverables P A Preliminary Planning Framework and Governance Vision Vision Document including Roadmap List of stakeholders and concerns Viewpoint / Perspectives Library Views : Perspectives mapping Quality review and/or governance model Architectural Principles Functional, Information views (high-level) R Requirements Management N/A B, C, D Architecture Definition Functional, Information, Concurrency views E, F Architecture Transformation Transition Architectures Implementation and Migration Plan Development, Deployment, Operational views G Architecture Implementation Governance Architectural Assessment Alignment Report H Architecture Change Management Architectural Assessment Alignment Report Slide28 Slide 28

29 Putting the Concepts Together Slide29 Slide 29

30 Slide 30 Capability Based Planning in Context

31 Identifies Management Framework Relationships Corporate Strategic Plan Business Transformation Goals, Objectives and Capabilities Directs 5 10 years Functional Portfolios (e.g. IT, HR) Manages & Creates Structures Strategic Enterprise Architecture & Plan 3 5 years Consists of Project Project Project/ Initiative Approves Capability (Outcome Oriented) Contains Directs Identifies, And Technical Direction Consists of Tactical Transformation Architecture & Plan years Contains Project/ Initiative Increment Coordinates & Funds Business Plan Capability Increment Designates Directs Integrates Contains Transformation Transformation Architecture Architecture Transition Architecture Operations Management Delivers Building Blocks (Deliverables) Designs Corporate Infrastructure Slide 31 Portfolio/Project Management Capability Management Architecture Management

32 Strategic Plan (XXX) Drives 3..n Business Plan (XXX) Business Specify Specify Output Objectives Strategic Outcomes (XXX) Outputs (XXX) Capability Focus Area (XXX) Sub-Outputs (XXX) Sub-Output Activities (XXX) Requirements Requirements Legend Business Accountability Architecture Accountability Delivery Accountability Operations Accountability Business & IT Arch Strategic Capabilities (TOGAF 9/XXX) Specify Target Capabilities (TOGAF 9/XXX) Contain 1..n Capability Increments (TOGAF 9) Reflected In Addressed In Structured In Baseline Architecture (TOGAF 8) Segment Arch Strategic Architecture Vision (TOGAF 9) Initiative Groupings Basis For 1..n Reference (Defined) Architecture (TOGAF 8) Logical Activity Grouping Basis For 1..n Transition Solution Target Architecture (TOGAF 9) Integrated Solution Architecture Direction Implementation & Migration Plan (TOGAF 8) Modifies Delivery Portfolio Charters (TOGAF 9) 5-10 Year Focus Contain 1..n Project Charters (TOGAF 9) 3-5 Year Focus Contain 1..n Project Increment Architecture (TOGAF 9) One Year Focus 1-3 Year Focus Modifies Baseline Infrastructure (Recommended) Slide 32 Operations

33 Slide 33 Organizational Structure

34 Initiative Synchronization IM/IT Plans/Enterprise Arch Case Study It All Fits Write Plan Strategic IM/IT Vision Strategic IM/IT Arch IM/IT Priorities IM/IT Capability Implementation Schedule Update Plan IM/IT Governance (Use Projects to Implement Scheduled Capabilities) Authority & Resources To Start Definition & Initial Estimate Authority & Resources To Plan Detailed Plan & Costing Authority & Resources To Execute Status Reports Transition Plan Transition/ Sustainment Resources Initiate Project Plan Execute Closeout Project Management Framework Slide 34

35 Integrating the Concepts Level of Detail Levels of Abstraction ADM Phases EA Focus Strategy Program Project Contextual PP Conceptual Logical A B, C, D Architecture Building Blocks Physical Physical (Out of Context) E, F G, H (Projects) Solution Building Blocks Level of Detail Operational System ITIL Existing Services (Operational Building Blocks?) (Baseline Architecture)

36 A Repository to Support All of Governance Governance Decision Support / Analytics Repository As-Is Service Knowledge Mgt System Evolving Portfolio Mgt System Target EA

37 Concluding Material Enterprise Architecture cannot be independent of other management frameworks EA is an integrative framework that provides value for all elements of the enterprise TOGAF facilitates integration of the other frameworks Slide 37 Robert Weisman / Build The Vision 2012 Use with attribution

38 Instructor: Robert Weisman MSc, PEng, PMP CD Advanced Topics for TOGAF Integrated Management Framework QUESTIONS? Slide38 ROBERT WEISMAN CEO BUILD THE VISION, INC.