ArchiMate : Adding value to TOGAF

Transcription

1 ArchiMate : Adding value to TOGAF Introduction in ArchiMate Remco Blom, EA-consultant, BiZZdesign Enterprise Architecture Practitioners Conference Seattle, 2010

2 What are we talking about? Created with Wordle.net

3 Mission BiZZdesign To help organizations govern and change (themselves) effectively and rapidly using enterprise architecture, business requirements management, business process improvement & management, supported by Methods Tools Consultancy all certified by The Open Group Training BiZZdesign has strategically chosen to support open standards and become an active member within The Open Group.

4 What is Enterprise Architecture? A discipline, with the objective of steering changes A product Information architecture? Process architecture A design that shows the coherence between products, processes, organisation, information supply and infrastructure, based on a vision and certain explicit starting points, principles and preferences Application architecture Technical architecture A process Way of working Aimed at the development and use of enterprise architectures within an enterprise With people and resources

5 Ingredients of an EA Approach TOGAF ArchiMate Process Viewpoints Language Enterprise Continuum, Repository, Reference Models

6 A real language Boxes become concepts Lines become relations A modelling language contains concepts, relations, semantics, rules and notation

7 ArchiMate A language for describing architectures Covers business, and technology layers With relations between these layers Graphical language with formal semantics, enabling analysis and tool support Techniques for visualization and analysis, aimed at various stakeholders Open standard maintained by The Open Group See or

8 The ArchiMate Language High-level modelling within a domain ArchiMate language Basis for visualisations modelling relations between domains Relate to standards Basis for analyses

9 Layers, Aspects, and Domains Environment Product domain Business Information domain Process domain Organization domain Application Data domain Application domain Technology Technical infrastructure domain Passive object Behaviour verb Active subject

10 Language summary Business Representation Business object Business service Business process Business interface Business role Business actor Application Data object Application service Application function Application interface Application component Technology Artifact Infrastructure service System software Infrastructure interface Node Network

11 Products and services Contract Product Value Role Insurance Policy Damage insurance Being insured Customer Policy mutation Service Payment Service Policy Service Premium Service Declaration Service Aggregation Association Business services

12 Processes and roles Event Process Event Damage notification Accept and Register claim Assess claim Pay claim :-) customer Administrative employee Taxateur Employee Finance Specialist Car damage Role Triggering Assignment

13 Business functions System development Marketing Product development Customer relations Financial handling s handling Asset management Contracting Facturation Assessment Risk management Contract changes Collecting Acceptance Treasury Customer changes Composition (by nesting) Business Function

14 Business objects Insurance request Insurance Damage data Life insurance Travel insurance Pension insurance Damage insurance Damage form Aggregation Specialization Realization Business object Representation

15 Applications and services Accept and Register claim Assess claim Business process Register Service Acceptation Service Assessment service Application service Registration systeem Assessment Application component Customer administration Used-by Realization Composition Payment Acceptation Acceptation Interface Application interface

16 Infrastructure Acceptation Files Service Customer administration Customer File Service Application component Infrastructure service System software Mainframe CICS NAS File Server Unix Server Farm Node Used-by Realization Assignment Composition Message Queing DBMS Network LAN Firewall Profit Unix Server 1 Unix Server 2 Device

17 Layered view Declaration Service Payment Service Damage notification Accept and Register claim Assess claim Pay claim :-) customer Acceptation Service Assessment service Customer administration service Payment Acceptation Assessment Customer administration Messaging service Files Service Customer File Service Message Queing Mainframe DBMS CICS NAS File Server

18 ArchiMate and support Low entrée level Free format in Visio/OmniGraffle stencils ArchiMate is commercially supported By certified tool vendors BiZZdesign: Architect Casewise: Corporate Modeler IDS Scheer: Aris ArchiMate Modeler Telelogic: System Architect Troux: Metis By a large number of service providers like Atos Origin, BiZZdesign, Capgemini, Getronics, Logica, Sogeti, Ordina, Certification for individual architects and training is in progress

19 Why not dive straight into UML? Business people just don t understand it! Not designed for enterprise architecture Lack of integration of business, and technical infrastructure aspects Too many details No explicit service paradigm Many diagrams = many models ArchiMate works with views on one model

20 Refer detailed models to your ArchiMate models Take out insurance Request insurance Receive request Process request Collect premium Component diagram Transaction entry Bill creation Request Invoice Activity diagram Class diagram Financial Application Detailled models in UML, BPMN, also pay attention to the relation to less formal modelling in Powerpoint and Visio

21 ArchiMate Benefits 1. Makes EA visible to stakeholders 2. Specifically designed for EA 3. Services as central concepts 4. Widely accepted open standard 5. Communication with various stakeholders 6. Flexible 7. Easy to get started (2 day training to get started) 8. Unambigious, integrated, coherent and consistent modelling 9. Analyses (Impact-of-change, GAP, etc) 10. Supported in tools and by service providers

22 Views on a shared model S1 S2 P2 A1 A2 A3 D1 E1 F1 S2 A2 F1 P1 P2 A1 A2 A3 M1 P1 P2 O1 S1 S2 A1 A2 A3 Repository D1 E1 F1

23 Events, Processes, Actors Participate in educational activity More detailed Legenda Via: - Toekenningsrelatie Naar: - Bedrijfsactor Student Onderwijsondersteuning Onderwijsmanagement Docent 3TU-student is aan-3tu-studengemeld voor één of gemeld voor één activiteit of is Voorbereiden aan- meerdere activiteit(en) meerdere activiteit(en) Voorbereiden activiteit Activiteitspecifieke informatievoorziening Volgen activiteiten Samenwerken Geven Bewaken activiteit aan activiteit voortgang Volgen activiteit Volgen activiteiten Volgen activiteit Maken Maken opdrachten opdrachten Afronden activiteit Activiteit Activiteit is is gevolgd gevolgd (Deel) (Deel) producten producten Geven activiteit Docent plant begeleidingsmoment 3TU-student wil een vorm van begeleiding ontvangen Oplevering (deel)product 3TU-student wil een vorm van begeleiding ontvangen Begeleiden op vakinhoudelijk niveau 3TU-student heeft begeleiding ontvangen Tijdstrigger

24 Examples views Register Service Acceptation Service Assessment service Registration systeem Assessment Document Information System Customer administration Payment Acceptation Acceptation Interface

25 Stakeholder specific visualisation Klant Declaration Service Payment Service Verzekerde Polismutatie Service Declaratie Service Polis Service Premie Service Schadebetaling Service Damage notification Accept and Register claim Assess claim Pay claim :-) customer Behandelen claim Acceptation Service Assessment service Customer administration service Registreren Accepteren Beoordelen Uitbetalen Registratie Service Acceptatie Service Beoordelings service Klantbeheer service Verzekeraar Payment Acceptation Assessment Customer administration Messaging service Files Service Customer File Service Message Queing Mainframe DBMS CICS NAS File Server Registratie systeem Document informatie service Acceptatie systeem Beoordelings systeem Controle service Klantbeheer applicatie Data access service Messaging service Files Service File Service Customer File Service Mainframe DBMS Message Queing CICS NAS File Server

26 The TOGAF Components

27 Deliverables and artifacts Handle Register Accept Valuate Pay Deliverable Scanning service Customer administration service s administration service Printing service Payment service Document management CRM System Home & Away Financial Application Home & Away Policy Administration Artifact Catalog Matrix Diagram

28 ArchiMate 1.0 and purposed extensions Ext. Principle Principle Stakeholder Requirement Goal Business rule Assessment Concern Value Business Object Application Service Infrastructure Service Business Actor Business Role Data Object Application Component Node Business Service Business Process Business Function Artifact Device Programme Project Result Deliverable

29 TOGAF ACF and ArchiMate ArchiMate provides a well-defined language, including graphical notation, covering the core of the ACF. With ArchiMate, relations between different architectural domains can also be modelled ArchiMate models form a basis for views, visualizations, and analysis Some concepts from the ACF are addressed as extensions of the language in whitepapers

30 ArchiMate and TOGAF s guidelines and techniques Prelim. Architecture Contect Iteration Iteration Service paradigm Stakeholders Patterns Building Blocks Business Scenario s GAP analyses Architecture Governance Iteration Transaction Planning Iteration G Impl. Gov ce H Arch. Ch. Mgt. F Migr. Plann. A Arch. Vision Reqs. Mgt. E Opport. & Solut. B Business Arch. D Technol. Arch. C Inf. Syst. Arch. Architecture Definition Iteration Applying iteration to the ADM TOGAF, ArchiMate and SOAs Gap analysis Architecture patterns

31 The ADM and ArchiMate Information Behaviour Structure Business layer Application layer Technology layer

32 Case study: Models throughout the ADM Data principles Business principles Primacy of of principles Maximize benefit to to the the enterprise Information management is is everybody's business Business continuity Common use use of of s Compliance with with law law IT IT responsibility Protection of of intellectual property Data is is an an asset Data is is shared Data is is accessible Data trustee Common vocabulary and and data data definition Data security Application principles Technology independence Ease of of use use Technology principles Requirements-based change Responsive change management Control technical diversity Interoperability CFO Service User department Cost Ease of effectiveness Flexibility use Reusable IT services Uniform user interface Handle Damage Occured Register Accept Valuate Pay Call center Web portal ArchiSurance Customer Relations Management ArchiSurance back-office Customer File Data Customer File Customer Policy data mgt. data mgt. Risk assessment Premium collection payment Insurance Request Data Insurance Request Insurance Policy Damage Form Document management Damage Data Baseline Architecture Project A Integration of CRM s Transition Architecture A Web portal DMS CRM Call center Travel Insurance Policy Car Insurance Policy Home Insurance Policy Insurance Policy Data Liability Insurance Policy Legal aid Insurance Policy Web server Generic server ArchiSurance LAN Baseline Architecture Transition Architecture A: Single CRM, multiple backoffice s Transition Architecture B: Target Architecture ArchiSurance backoffice back-up server ArchiSurance backoffice ArchiSurance backoffice server Multiple CRM s, single backoffice

33 Case study introduction: ArchiSurance

34 ArchiSurance: a 3-company merger ArchiSurance Home & Travel insurances PRO-FIT Car insurances The new ArchiSurance LegallyYours Legal Aid insurances

35 Structure of the new company Home & Away back-office Front-office Car back-office Legal Aid back-office

36 Main IT s of ArchiSurance Business Functions Maintaining Customer & Intermediary Relations Products Home Insurance Travel Insurance Liability Insurance Web portal Call center Car Insurance Customer relationship management Legal Aid Insurance Legal Aid CRM Contracting Handling Financial Handling Home & Away Policy administration Home & Away Financial Car insurance Legal Aid back office Document Processing Document management

37 Proposed change Develop a single back-office (for policy administration and financial handling) to be used by the three back-offices. This will eventually replace: The Policy administration and Financial of the Home & Away back-office The Car insurance of the Car back-office The Legal aid back-office The separate CRM of Legal Aid will also disappear Business Functions Maintaining Customer & Intermediary Relations Contracting Handling Financial Handling Products Home Insurance Travel Insurance Liability Insurance Web portal Car Insurance Call center Customer relationship management Home & Away Policy administration Home & Away Financial Car insurance Legal Aid Insurance Legal Aid CRM Legal Aid back office Business Functions Maintaining Customer & Intermediary Relations Contracting Handling Financial Handling Products Home Insurance Travel Insurance Liability Insurance Web portal Car Insurance Call center Customer relationship management Home & Away Policy administration Home & Away Financial Legal Aid Insurance Legal Aid CRM ArchiSurance CRM ArchiSurance Car insurance back-office Legal Aid back office Document Processing Document management Document Processing Document management

38 Architecture principles Data principles Ext. Business principles Primacy of principles Maximize benefit to the enterprise Information management is everybody's business Business continuity Common use of s Compliance with law IT responsibility Protection of intellectual property Data is an asset Data is shared Data is accessible Data trustee Common vocabulary and data definition Data security Application principles Technology independence Ease of use Technology principles Requirements-based change Responsive change management Control technical diversity Interoperability G H Prelim. A Reqs. Mgt. B C F E D

39 Stakeholders, concerns and business goals Ext. CFO Service department User Costeffectiveness Flexibility Ease of use Reusable IT services Uniform user interface Prelim. H A B G Reqs. Mgt. C F E D

40 Architecture Vision Prelim. H A B G Reqs. Mgt. C F E D

41 Baseline & target Business Architecture: Business Roles & Functions Product Information Customer Information Intermediary cust. info product info. Maintaining Intermediary Relations customer information contract info. Contracting Asset Management contract info asset info Insurer money Maintaining Customer Relations s Handling Financial Handling claims insurance info claim info Customer Customer's Bank Prelim. H A B G Reqs. Mgt. C F E D

42 Baseline & target Business Architecture: Business Processes Close Contract Request for Insurance Formalise Request Create Contract Check and Sign Contract Insurance policy Handle Damage Occured Register Accept Valuate Pay Prelim. H A B G Reqs. Mgt. C F E D

43 Baseline architecture Call center Web portal Customer Relations Management Legal Aid CRM Home & Away policy administration Home & Away financial Car insurance Legal aid back-office data mgt. Policy data mgt. Risk assessment Premium collection payment data mgt. Policy data mgt. Premium collection payment data mgt. Policy data mgt. Premium collection payment Document management Prelim. H A B G Reqs. Mgt. C F E D

44 Target architecture Call center Web portal ArchiSurance Customer Relations Management ArchiSurance back-office Policy data mgt. data mgt. Risk assessment Premium collection payment Prelim. Document management H A B G Reqs. Mgt. C F E D

45 Gap analysis architecture Call center Web portal ArchiSurance Customer Relations Management Legal Aid CRM ArchiSurance back-office Home & Away fin. Car insurance Legal aid back-office data mgt. Policy data mgt. Risk assessment Premium collection payment data mgt. Policy data mgt. Premium collection payment data mgt. Policy data mgt. Premium collection payment Document management Prelim. both in Baseline and Target architecture only in Baseline architecture other parent G H A Reqs. Mgt. B C F E D

46 Business- alignment (Fragment, for the target architecture) Handle Damage Occured Register Accept Valuate Pay Accept call Store document Register claim Enter assessment Calculate amount Pay Call center Document management ArchiSurance back-office Prelim. H A B G Reqs. Mgt. C F E D

47 Baseline & target data architecture Customer File Data Customer File Customer Insurance Request Data Insurance Request Insurance Policy Damage Form Damage Data Travel Insurance Policy Car Insurance Policy Home Insurance Policy Liability Insurance Policy Legal aid Insurance Policy Prelim. Insurance Policy Data H A B G Reqs. Mgt. C F E D

48 Baseline technology architecture Web portal DMS CRM Call center Web server Generic server ArchiSurance LAN Home & Away policy admin. Home & Away financial app. Car insurance Legal aid backoffice Legal aid CRM Home & Away server Car server Legal aid server Prelim. H A B G Reqs. Mgt. C F E D

49 Target technology architecture Web portal DMS CRM Call center Web server Generic server ArchiSurance LAN ArchiSurance backoffice back-up server ArchiSurance backoffice ArchiSurance backoffice server H Prelim. A B G Reqs. Mgt. C F E D

50 Gap analysis technology architecture Web portal DMS CRM Call center Web server ArchiSurance LAN Generic server ArchiSurance backoffice back-up server Home & Away policy admin. Home & Away financial app. Car insurance ArchiSurance backoffice Legal aid CRM Home & Away server Car server ArchiSurance backoffice server Prelim. both in Baseline and Target architecture only in Baseline architecture only in Target architecture G H F A Reqs. Mgt. E B D C

51 Application-technology alignment (For the target architecture) ArchiSurance back-office Web portal Document management ArchiSurance CRM Call center ArchiSurance backoffice Web portal DMS CRM Call center Prelim. H A B G Reqs. Mgt. C F E D

52 Transition architectures Ext. Call center Web portal ArchiSurance Transition Architecture CRM A: Call center ArchiSurance CRM Baseline Architecture Home & Away fin. Premium collection payment Document management Car insurance data mgt. Policy data mgt. Premium collection payment Web portal Legal Aid CRM Legal aid back-office Premium data mgt. collection Policy data mgt. payment ArchiSurance back-office data mgt. Policy data mgt. Single CRM, multiple backoffice s Home & Away fin. Call center Premium collection payment Document management Car insurance data mgt. Policy data mgt. Premium collection payment Web portal data mgt. Policy data mgt. Transition Architecture B: ArchiSurance CRM Multiple CRM s, ArchiSurance back-office single Policy backoffice Risk Premium data mgt. data mgt. collection Legal aid back-office Legal Aid CRM payment Premium collection payment Policy data mgt. Call center Target ArchiSurance Architecture back-office data mgt. ArchiSurance CRM Risk assessment assessment ArchiSurance back-office data mgt. Risk assessment Policy data mgt. Risk assessment Document management Prelim. Premium collection Web portal payment Document management H A B G Reqs. Mgt. C F E D

53 Projects Ext. Baseline Architecture Project A Integration of CRM s Transition Architecture A Project B Integration of back-office s Target Architecture Prelim. H A B G Reqs. Mgt. C F E D

54 Analysis capabilities Change management (in tools) Impact-of-change Where-used Visualizing objects and relations by generating views Visualizing properties using views (colour/label/tooltip/etc.) Giving overviews of properties using tables Navigation through objects and relations Prelim. H A B G Reqs. Mgt. C F E D

55 Requirements modelling Ext. On-line portfolio management Enable claim handling Enable buying insurances Enable premium payments Provide on-line information Buy insurance <<include>> <<include>> Apply for insurance Receive contract Prelim. Handle Create contract H A B G Reqs. Mgt. C F E D

56 Requirements traceability Ext. Profit Senior management Customer satisfaction Service & IT department Innovation Budget Profit Senior management Customer satisfaction Service & IT department Innovation Budget Dropped sales Leaving customers Bad portfolio management Lack of insight Introduce SOA paradigm Lack of SOA knowledge Decrease of personnel budget Dropped sales Leaving customers Bad portfolio management Lack of insight Introduce SOA paradigm Lack of SOA knowledge Decrease of personnel budget Increase sales Increase customer satisfaction Improve portfolio management Increase insight Use on-line services Acquire SOA Knowledge Increase sales Increase customer satisfaction Improve portfolio management Increase insight Use on-line services Acquire SOA Knowledge On-line portfolio management On-line portfolio management Enable buying insurances Enable premium payments Enable claim handling Enable buying insurances Enable premium payments Enable claim handling Provide on-line information Buy insurance Buy insurance service Provide on-line information Buy insurance Buy insurance service Prelim. <<include>> Apply for insurance <<include>> Receive contract Buy insurance process <<include>> Apply for insurance <<include>> Receive contract Buy insurance process H A B Handle Create contract Contract creation service Application assessment service Handle Create contract Contract creation service Application assessment service G Reqs. Mgt. C F E D

57 TOGAF and ArchiMate Supported by ArchiMate: Prelim. Business architecture Application architecture H A B Data architecture Technology architecture G Reqs. Mgt. C Transition architectures F E D Ext. With proposed extensions: Architecture principles Stakeholders, concerns and business goals Projects and deliverables Requirements

58 ArchiMate adding value to TOGAF Integrated, consistent and coherent modelling in various phases Not just the circles, but also the relations between those Supports the service paradigm explicit Concrete, visible results for various stakeholders can be generated from the repository Analyses (e.g. impact-of-change and gap) made easy Re-use models, maintain in one place TOGAF 9 + ArchiMate 1 = Value 10

59 (some of the) Organizations that benefit from ArchiMate Financial services, government, transport, construction, energy, utility, media, healthcare, social security, services and education Various case studies available

60 Benefits experienced ArchiMate closes the gap between free-format strategy models and detailed solutions architecture models Consistent and integrated modelling Is a kind of knowledge management helps to integrate various (types of) models enables stakeholder specific view generation enables analyses Insight in the various domains and the relations between these Open standardno vendor lock-in ArchiMate makes it easier to communicate with architects over organization boundaries, domain boundaries and from architect to designer Ease of use, low complexity, step-by-step growth in advanced use

61 Some lessons learned Pilot ArchiMate to create real-life experience and work on a success story Create your own sub-set of the metamodel (31 x 10 is heavy) Select and learn, extend if needed Train people to optimize benefit Integrate modelling effort with the EA process (TOGAF ADM or any other) EA governance (Validate the models) other modelling efforts (Process modelling, Software modelling Be aware that standardizing the language for EA can be an major chance for individual architects Less/More formal Less/More detailed Focus changes from modelling one-time views to information gathering, model in a shared environment and generate views

62 The future of ArchiMate Extensions Requirements, principles, projects Further integration with TOGAF Formalizing relations with other languages More user groups Cases and user experiences Certification

63 ArchiMate adding value to TOGAF Share the same definition of (Enterprise) Architecture Viewpoints as a central concept Both managed by The Open Group Good tool support is available Use of both is growing rapidly Gaps between ArchiMate and TOGAF will be closed Complement each other

64 More information The Open Group ArchiMate TOGAF 9 /togaf9-doc/arch/ ArchiMate e/doc/ts_archimate/

65 Thank you! Remco Blom EA consultant BiZZdesign