Architecting and Standardization

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1 Internal by Gerrit Muller University of South-Eastern Norway-NISE Abstract Many products today are developed for highly dynamic markets while the products and functions get more and more integrated. The product and service realization is based on fast changing technologies that come together in complex value chains. The challenge for modern companies in innovative domains is to survive in this dynamic world. In this paper we explore the contribution of architecting and standardization to the company success. We look at the why, when, who and how questions of standardization and at the role of architecting in the standardization process. supplying business customer Distribution This article or presentation is written as part of the Gaudí project. The Gaudí project philosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by an open creation process. This document is published as intermediate or nearly mature version to get feedback. Further distribution is allowed as long as the document remains complete and unchanged. status: draft strategy customer oriented (sales, process service, production) process Standardization value product creation process people, Process process and technology management process

2 Problem Statement fast moving market complex value chains How to survive in innovative domains? fast moving technology increased integration 2 Gerrit Muller ECMAproblem

3 That is easy... fast moving market complex value chains How to survive in innovative domains? fast moving technology increased integration By being the fittest in your ecological (economical) niche! 3 Gerrit Muller ECMAproblemPun

4 Postulated Solution 1. employ skilled system architects 2. apply an agile system architecting process 3. determine the right subjects and moments for standardization 4. apply a sensible standardization process 4 Gerrit Muller ECMAsolution

5 Figure Of Contents TM How to survive in innovative domains? standardization what why how when who 5 Gerrit Muller ECMAnavigation

6 How to survive in innovative domains? standardization what why how when who 6 Gerrit Muller ECMAnavigationWhy

7 Classification of Standardization Tactics system of systems + provide choice to customer + compete on performance and functionality provides system uses interoperates with + enlarge application potential + customer value complementing system component + focus on core value + use of commodity components 7 Gerrit Muller ECMAstandardsClassification

8 Focus on Core; not on Key or Base Technology? Core Key Own value IP Technology life cycle Critical for final performance Base Total Product Commodity make outsource buy refer customer to 3rd party Partnering 8 Gerrit Muller SSScoreKeyBase

9 How to survive in innovative domains? standardization what why how when who 9 Gerrit Muller ECMAnavigationWhen

10 When to Standardize too early right moment too late requirements unknown technological compromises loss of competitive edge insufficient and uncertain facts wrong expectations intuition not calibrated problem is understood domain structure is clear broadening set of stakeholders technology is ripe caught in proprietary legacy poor interoperability customer demands standards focus on key i.s.o. core market does not take off (Metcalfe's law) 10 Gerrit Muller ECMAwhenToStandardize

11 Roadmapping as Tool drives, requires supports, enables Customer objectives Application Functional Conceptual Realization customer needs expectations trends technology needs opportunities standardization process tactics deployment Market Products Technology People Process standardization concern provides interoperability provides interoperability use of standards time, ca 5 years 11 Gerrit Muller ECMAroadmapping

12 Purchased SW Requires Embedding purchased software proprietary software SW architecture embedding purchased OS 12 Gerrit Muller HMPAembedding

13 Embedding Costs of Purchased SW Installation Configuration Customization Start up, shutdown Specifications Interface to application SW Exception handling Resource allocation and monitoring provision Resource tuning, see above Safety design Security design functional system design sw design add semantics level use of appropriate low level mechanisms match to high level mechanisms: - notification, scheduling - job requests, subscriptions System monitor Error propagation Logging CPU Memory Disk 13 Gerrit Muller HMPAembeddingCost

14 Balance of Considerations and Trends buy make trend transition cost innovation from outside focus on core technology required know how release propagation growing initial cost reduction faster to market interoperability functional integration growing integration effort embedding flexibility resource use performance stays equal declining license costs 14 Gerrit Muller ECMAbalance

15 Example of Lifecycle Reference Model information handling entirely distributed wide variation due to "socio-geographics": psycho-social, political, cultural factors archiving imaging and treatment localised patient focus safety critical limited variation due to "nature": human anatomy pathologies imaging physics image handling distributed limited variation due to "nature": human anatomy pathologies imaging physics base technology not health care specific short life-cycles rapid innovation service business not health care specific extreme robust fire, earthquake, flood proof life time 100 yrs (human life) 15 Gerrit Muller MICAFreferenceModel

16 Evolution from Proprietary to Standard high innovation rate global standardization takes more than 5 years cardio analyse CT MRI Siemens ACR/NEMA high interoperability bolus chase cardio vascular GE vascular analyse URF DICOM medical imaging Philips RF legend applications product family vendor world standard 16 Gerrit Muller MICAFinformationLayers

17 How to survive in innovative domains? standardization what why how when who 17 Gerrit Muller ECMAnavigationWhat

18 Standards describe what standard complying implementations black box (interface) level: protocols white box (implementation) level: protocols functions parameters formats behavior characteristics functions parameters formats realizations limitations constraints opportunities behavior characteristics 18 Gerrit Muller ECMAblackWhite

19 Input from implementation know how current and future realization: white box know how: design choices technology capabilities domain concepts limitations constraints opportunities what needs to be defined functions parameters formats protocols behavior characteristics realism/acceptance level time effort cost 19 Gerrit Muller ECMAwhiteBoxInputs

20 Towards a Standard market black box level: needs functions expectations parameters concerns formats protocols behavior characteristics white box know how: current and future realization: design choices technology capabilities domain concepts limitations constraints opportunities future proof; room for innovation market enabler; room for added value not locked into specific technology constraints realistic and acceptable; time, cost, effort 20 Gerrit Muller ECMAreasoning

21 What Should be in a Standard Standard: what requirements at conceptual level, no design or implementation as minimal as possible ambitious but cautious the minimal set of (interface) requirements to: 1) ensure interoperability 2) foster innovation and 3) maximise the room for added value. 21 Gerrit Muller ECMAwhat

22 Embedding in a Reference Architecture is this a standard? reference architecture context + system model: function allocation composition guidance emerging characteristics processes framework for standards conform to implementations 22 Gerrit Muller ECMAreferenceArchitecture

23 How to survive in innovative domains? standardization what why how when who 23 Gerrit Muller ECMAnavigationHow

24 Flow of Standardization explore analyze standardize deploy market needs iterate decide push stakeholders (competitors, suppliers, partners, manage and facilitate (heterogeneous stakeholders, create support and acceptance) publish manage compliance evolve standard customers,...) existing realizations write and debate (scoping, negotiation) provide reference implementation (optional) prototype and validate implementation issues 24 Gerrit Muller ECMAstandardizationFlow

25 Who Contributes and Participates? How to survive in innovative domains? standardization what why how when who 25 Gerrit Muller ECMAnavigationWho

26 Simplified Process Decomposition supplying business customer strategy process customer oriented (sales, service, production) process value product creation process people, process and technology management process 26 Gerrit Muller RSPprocessDecomposition

27 Internal Standardization Process == Highly Strategic! Internal supplying business customer strategy process customer oriented (sales, service, production) process value Standardization product creation process people, Process process and technology management process 27 Gerrit Muller ECMAprocessSimplified

28 Non technical aspects of standardization legal, IP oriented licenses patents copyright political decision power who is in control? (hidden) interests coalitions networks standardization business value chains business models market development social privacy social value 28 Gerrit Muller ECMAnonTechnical

29 Architect and Standards: Love-Hate Relationship love hate no worries: concerns are taken care of focus on core problems facilitates interoperability limits innovation (harnass) limits solution space simplistic management orders 29 Gerrit Muller ECMAloveHate

30 Conclusions How to survive in innovative domains? 3. determine the right subjects and moments for standardization 4. apply a sensible standardization process standardization what minimal, as little as possible requirements (not design or implementation) room for added value and innovation why unlock market (e.g. interoperability) focus on core assets optimize supply chain how fast iteration make rationale explicit roadmapping when problem is understood domain structure is clear broadening set of stakeholders technology is ripe who strategic insight technology know how market know how social and political insight ambitious but cautious 30 Gerrit Muller ECMAconclusion