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Fakultät für Informatik Technische Universität München Enterprise Architecture Management Tool Survey 2008 Iteratec IT-Management Workshop 8.10.2008 Florian Matthes Software Engineering for Business Information Systems (sebis) wwwmatthes.in.tum.de 081008-MatthesEAMTS2008--Iteratec Workshop sebis 1

Agenda Background & partners Overview of main results Trends compared with 2005 Outlook and research topics 081008-MatthesEAMTS2008--Iteratec Workshop sebis 2

The application landscape is a key asset of the enterprise. Its evolution has to be managed IT-Governance Processes [Wi07] Enterprise Architecture t Management IT Architecture Management Requirements Management Identify Measure IT Project Lifecycle Define Plan Prioritize Implement Deploy Measure Measure & Commit Measure & Migrate Strategy & Goal Management Project Portfolio Management Synchronization Management centralized decentralized top-down bottom-up core periphery. 081008-MatthesEAMTS2008--Iteratec Workshop sebis 3

A holistic model of an application landscape Layers and crosscutting functions Relationships are more important than element details has, consists of, depends on, uses, controls, owns, produces, consumes, ies & Ob bjectives Projects ments & rints & Pa atterns Business Layer Business Geschäfts-Service-Schicht Layer Application & Information Layer rics Is & Met Strateg Require Bluepr Infrastructure Infrastruktur-Service-Schicht Layer Infrastructure Layer KP 081008-MatthesEAMTS2008--Iteratec Workshop sebis 4

Sponsors and partners of EAMTS2008 Main Sponsors Co-Sponsors Partners 081008-MatthesEAMTS2008--Iteratec Workshop sebis 5

Contributions by the sponsors and partners Participation in study design workshops Functional evaluation criteria Scenarios for process evaluation Online questionnaire Interesting / relevant EAM tools Participation (Q&A) in tool presentations 081008-MatthesEAMTS2008--Iteratec Workshop sebis 6

Tools sorted by interest of partners Rank compared with 2005 Vendor Tool alfabet AG planningit IDS Scheer ARIS IT Architect Telelogic System Architect Troux Technologies Metis Architect, Metis Server, Metis Collection * IDS Scheer ARIS ArchiMate Modeler * Hewlett Packard Mercury Project and Portfolio Management Center Casewise Corporate Modeler Suite, IT Architecture Accelerator * IBM Rational Software Architect MEGA International MEGA Modeling Suite BOC ADOit/ADOxx Adaptive Adaptive EAM Proforma ProVision Modeling Suite Embarcadero EA/Studio BEA AquaLogic Enterprise Repository CA Clarity Comma Soft infonea Agilense EA WebModeler QualiWare EAM Suite Primavera ProSight process4.biz process4.biz Avolution ABACUS Sparx Systems Enterprise Architect ASG ASG Enterprise Management/Rochade pulinco TopEase Suite Visible Systems Corporation Visible Enterprise Products Short List * Tool excluded from evaluation 081008-MatthesEAMTS2008--Iteratec Workshop sebis 7

Overview on the evaluation process and its criteria 9 Tools are evaluated by 3 teams Functional Criteria Online questionnaire for every vendor Simulation of functional scenarios with every tool Documentation of the functional aspects and the evaluation results in simulation EA Management Task Criteria Simulation of typical EA Management tasks with every tool One scenario per EA Management task Documentation of the evaluation results in simulation Final evaluation based on the results documented Each evaluation criterion is assigned an ordering of tools reflecting their specific support 9 Spider diagrams each with 8 specific functionalitites 8 Spider diagrams each with 9 EA management tasks 081008-MatthesEAMTS2008--Iteratec Workshop sebis 8

Online questionnaire EAMTS2008 Categories Vendor data Tool data General tool architecture Collaboration support Internationalization / Localization Integration with related domains Methodology Integration with other modeling tools 081008-MatthesEAMTS2008--Iteratec Workshop sebis 9

EAMTS2008 Scenarios Scenarios for Analyzing Specific Functionalities Importing, Editing, and Validating Model Data Creating Visualizations of the Application Landscape Interacting with and Editing of Visualizations of the Application Landscape Annotating Visualizations with Certain Aspects Supporting light weight Access Editing Model Data using an external Editor Adapting the Information Model Handling large scale Application Landscapes Supporting multiple Users and collaborative Work Scenarios for Analyzing EA Management Support Landscape Management Demand Management Project Portfolio Management Synchronization Management Strategies and Goals Management Business Object Management SOA Transformation IT Architecture Management Infrastructure Management 081008-MatthesEAMTS2008--Iteratec Workshop sebis 10

Scenario: Landscape Management Concerns of this scenario Information about the application landscape should be stored in the tool. Starting with the information about the current landscape, potential development variants should be modeled. The information about the current application landscape and future states should be historicized in the tool to enable comparisons. Chosen versions of the application landscape, e. g. current, planned, and target landscapes should be analyzed and compared using different visualizations and reports. Major changes (since 2005) In-depth analysis of versioning and support for previous version states Analysis of deduction of a planned landscape from an existing project portfolio 081008-MatthesEAMTS2008--Iteratec Workshop sebis 11

Scenario: Landscape Management Current, Planned, and Target Landscapes 081008-MatthesEAMTS2008--Iteratec Workshop sebis 12

What is SoCaStore? Simulation is based on a fictitious department store, called SoCaStore. Information model of SoCaStore consists of Business Processes Organizational Units Application Systems Domains Projects. Information objects are maintained in an Excel sheet 081008-MatthesEAMTS2008--Iteratec Workshop sebis 13

SoCaStore: A Set of reference data for evaluating EA management tools SoCaStore Model SoCaStore Metamodel Utilities Generated data for handling large scale application landscapes Microsoft Excel Files UML / Ecore 3 different sizes total ca. 200 instances, ca. 700 links (using foreign keys) ca. 25 classes, ca. 30 associations, ca. 90 attributes total ca.1000/5000/10000 instances with each ca. 70 attribute values and ca. 15 links 081008-MatthesEAMTS2008--Iteratec Workshop sebis 14

Analyzing specific functionalities Minimum and maximum achieved results Importing, Editing, and Validating 7 Usability 6 5 4 3 Creating Visualizations Impact Analysis and Reporting 2 1 Interacting with, Editing 0 of, and Annotating Visualizations Support of large scale Data Flexibility of the Information Model Communication and Collaboration Support 081008-MatthesEAMTS2008--Iteratec Workshop sebis 15

Analyzing specific functionalities details of the evaluation results Communication und Collaboration Support Well supported with interesting features for collaboration, e.g. workflows and notification mechanisms Creating Visualizations Different approaches to visualizing the EA or parts thereof - retaining potential for improvement Impact Analysis and Reporting (Semi)-Automatic generation of visualizations still has its limitations Usability Support of large scale Data Importing, Editing, and Validating 7 6 5 4 3 2 1 0 Communication and Collaboration Support Creating Visualizations Interacting with, Editing of, and Annotating Visualizations Flexibility of the Information Model Flexible models without predefined semantics are not supported out-of-the-box and mostly have to be created manually Interacting with, Editing of, and Annotating Visualizations Interaction is mostly drawing semantic changes could provide an improvement towards graphical modeling Importing, Editing, and Validating No standard exchange format for EA models No common information model or core concepts thereof exist 081008-MatthesEAMTS2008--Iteratec Workshop sebis 16

Analyzing EA management support minimum and maximum achieved results Landscape Management 7 Infrastructure Management IT Architecture Management 6 5 4 3 2 1 0 Demand Management Project Portfolio Management SOA Transformation Synchronization Management Business Object Management Strategies and Goals Management 081008-MatthesEAMTS2008--Iteratec Workshop sebis 17

Analyzing EA management support details of the evaluation results Landscape Management Different levels of support for the concept of time Versioning application landscapes retains potential for improvement Not all tools provide methods for deriving the planned landscape from the planned project portfolio Synchronization Management Infrastructure Management IT Architecture Management SOA Transformation Business Object Management Landscape Management 7 6 5 4 3 2 1 0 Demand Management Strategies and Goals Management No tool directly supports the concept of project delay SOA Transformation Management Tool support for indentifying services retains potential for improvement Infrastructure Management Not all tools provide concepts for lifecycle aspects of infrastructure components Project Portfolio Management Synchronization Management 081008-MatthesEAMTS2008--Iteratec Workshop sebis 18

Approaches of EA management tools Flexibility vs. Guidance regarding process, method, and information model for supporting EA management Metamodel di driven approach allows the user to freely configure the information model complemented with generic visualization types, analyzes, and reports, which can be adapted flexibly Methodology driven approach provides a predefined d information model with specially designed visualization types and analyzes, allowing the user to choose when to use which of them Process driven approach complements the predefined information model, visualization types, and analyzes with a process guiding the user through an EA management endeavor Preconfigured vs. Customization regarding the functionality provided by the tool out of the box two approaches exist: EA management solution vs. EA management platform Integration vs. Single-Point-of-Truth regarding the information base of the tool, which in the one approach is collected from a variety of sources, while in the other approach being under data sovereignty of the tool itself 081008-MatthesEAMTS2008--Iteratec Workshop sebis 19

EAM tools and repositories in 2008 Focus on entities, relationships and attributes Basic principles of software cartography adopted by major players Limited versioning capabilities Significant differences in the approaches to managing model histories (revisions) Collaboration support has been enhanced significantly triggering & notification web-based access (read & write) customizable workflows [Ma08] 081008-MatthesEAMTS2008--Iteratec Workshop sebis 20

Related research topics and industry cooperation Improved EA knowledge representation (Hybrid Wiki) Tailored EA models, views and methodologies (EAM Patterns) Commons-based model peer-production p (Content Factory) More information: www.systemcartography.info 081008-MatthesEAMTS2008--Iteratec Workshop sebis 21