UML Profile for BIZBOK Modeling for Everyone

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1 Download this and other UML Profile for BIZBOK Modeling for Everyone Global IASA esummit 24 May 2017 Armstrong Process Group, Inc.

2 About APG APG s mission is to Align information technology and systems engineering capabilities with business strategy using proven, practical processes delivering world-class results. Industry thought leader in enterprise architecture, business modeling, process improvement, systems and software engineering, requirements management, and agile methods Member and contributor to UML, SysML, SPEM, UPDM /UAF, BAMM at OMG TOGAF, ArchiMate, IT4IT at The Open Group UML Profile and Metamodel teams at Business Architecture Guild Business partners with Sparx, HP, and IBM Open Group Accredited Training Provider, Guild Accredited Training Partner, IIBA Endorsed Education Provider (EEP ) 2

3 BIZBOK Business Architecture Framework 3 Business Architecture Knowledgebase Blueprints provide views into knowledgebase, based on stakeholder concerns Scenarios contextualize expected outcomes of business architecture work Also inform initial selections of key stakeholders and likely concerns BIZBOK Guide 5.5

4 Value Proposition Uplift professionalism of practitioners Transition from office productivity tools to formal modeling solutions Increase adoption of BIZBOK-based modeling Diminish requirement of end-users to create one-off custom solutions Provide foundation for end-user metamodel customization Enable end-users to add custom properties and additional types of elements, relationships, and diagrams Allow integration of Business Architecture models with other models Enterprise architecture (TOGAF, ArchiMate, UPDM/UAF) Business process (BPMN) Systems engineering (SysML) Solution delivery (UML) 4

5 What Are We Building? UML Profile Define base metatypes, metadata, and metarelationship Make open-source to allow for end-user customization Would allow end-user to create own MDG Add-In based on Profile or MDG Tech MDG Technology Includes UML profile New diagram types with specific toolboxes Scripts, report templates, other stuff Could also be open-sourced MDG Add-In Create.NET assembly using C# or VB.NET Add new windows/views that do special things Catch EA GUI events and respond accordingly 5

6 Official Guild Team Site 6 Team Members APG AIMCo FedEx Guild Metamodel OMG BAMM RFP

7 Organization Metamodel Capability interacts with composed of 7 Process instance of Capability Instance delivers implements Organization Legal Entity: yes/no Legal Entity ID: text participates in responsible for Value Stream Stage Policy oversees impacts Initiative governs Strategy guides is part of Stakeholder Objective guides owns Product Business Unit Collaborativ e Team Partner sourced from

8 Organization Examples 8 Open the matrix profile 'Organization Operates In Location' APG Executive Sales and Marketing Business Operations Professional Education Professional Services Research and Development Sales Contractor Certification Training Enterprise Architecture Services Academic Outreach Marketing Finance Technical Training Solution Delivery Services Standards Development Human Resources Tool Training Systems Engineering Services Curriculum Development Legal Tool Implementation Services Tool Development Event IT Operations

9 Capability Metamodel 9 Product Strategy Objective Initiative enables composed of impacts impacts impacts requires Value Stream Stage enables Capability Stakeholder enables depends upon Level: Stratification Level Heatmap Status: Capability Heatmap Status Criticality: Capability Criticality produces requires informs automates Value Item contributes to Outcome describes Information Concept Application «enumeration» Capability Heatmap Status Not Evaluated Does Not Exist But Should Working Well Suboptimal Problematic Significantly Problematic «enumeration» Capability Criticality Negligible Impact = 5 Limited Impact = 4 Moderate Impact = 3 Noticeable Impact = 2 Significant Impact = 1 Not Analyzed Policy governs delivers Organization implements instance of Capability Instance «enumeration» Stratification Level Strategic Core Supporting

10 UML Profile Capability Elements 10 «metaclass» Class isactive: Boolean «metaclass» Obj ect «metaclass» State iscomposite: Boolean isorthogonal: Boolean issimple: Boolean issubmachinestate: Boolean Capability Capability Instance Outcome _instancetype = Capability Instance _image = <Image type="ea... _metatype = Capability _sizex = 250 _sizey = 25 _strictness = profile Criticality: Capability Criticality = Not Analyzed Heat Map: Capability Heatmap Status = Not Evaluated Level: Stratification Level = Supporting «diagram property» (ShowNotes) Show Notes = 0 _metatype = Capability Instance _strictness = profile Custom metaclass properties (like "isactive" for Class metaclass) are those assigned by Sparx by default. If a nondefault value is selected, there will be a specific note about the rationale for a different setting. _metatype = Outcome _strictness = profile QuickLink A

11 UML Profile Capability Relationships 11 «metaclass» Composition direction: Direction = Source -> Desti... «metaclass» Dependency direction: Direction = Destination ->... «metaclass» Instantiation direction: Direction = Destination ->... composedof _metatype = composedof _strictness = profile dependsupon _metatype = dependsupon _strictness = profile instanceof _metatype = instanceof _strictness = profile «metaclass» Association «metaclass» Association compositionkind: CompositionKind = none direction: Direction = Destination ->... compositionkind: CompositionKind = none direction: Direction = Destination ->... produces _metatype = produces _strictness = profile requires _metatype = requires _strictness = profile

12 Capability Mapping Diagram Types 12

13 Capability Map Auto-Generated 13 APG Finance Operations Research and Development Accounting Communications Operations Product Operations Intellectual Property Accounts Payable Accounts Receivable Communications Delivery Product Product Order Fulfillment Content Content Publishing Sales and Marketing Event Operations Training Operations Marketing Attendee Conference Courseware Ordering Training Delivery Contact Contact Networking Event Delivery Event Training Preparation Content Syndication Lead Identification Event Notification Event Preparation Lead Product Notification Event Registration Facility Service Notification Instructor Sales Practitioner Operations Client Product Order Processing Certification Delivery Certification Product Sales Proposal Creation Practitioner Professional Development Proposal Quote Creation Service Quote Service Sales

14 Capability Map Alternate Depiction 14 APG Sales and Marketing Operations Research and Development Finance Sales Marketing Communications Operations Event Operations Practitioner Operations Product Operations Training Operations Intellectual Property Accounting Client Contact Communications Delivery Attendee Certification Delivery Product Courseware Ordering Content Accounts Payable Product Order Processing Contact Networking Conference Certification Product Order Fulfillment Training Delivery Content Publishing Accounts Receivable Product Sales Content Syndication Event Delivery Practitioner Training Preparation Proposal Creation Lead Identification Event Professional Development Proposal Lead Event Notification Service Quote Creation Product Notification Event Preparation Quote Service Notification Event Registration Service Sales Facility Instructor

15 Value Metamodel 15 informs Strategy Initiative Policy Value Proposition delivers desires triggers aligns with Value Stream impacts governs relies on Product Stakeholder composed of enables {ordered} supports Value Stream Stage enables Capability

16 Value Mapping Diagram Types 16

17 Value Map Example 17 «desires» Customer Uplifted Workforce Capabilities «triggers» «delivers» Train Workforce Understand Training Requirements Arrange Training Logistics Register Train Workforce Training Session Deliver Training Session Close Training Session Value Streams : Train Workforce - Value Items Value Streams :Train Workforce - Value Stream Stages Value Streams :Train Workforce - Capabilities

18 Value Stream Metamodel delivers 18 Value Stream triggers Stakeholder desires Value Proposition impacts Initiative composed of Process participates in Organization implements responsible for composed of {ordered} Value Stream Stage Name: Text Description: Text /Is Start Stage: Yes/No /Is End Stage: Yes/No uses supports enables Outcome requires produces Capability delivers Product contributes to represents impacts Value Item receives contributes to has entrance criteria has exit criteria represents represents Value Stream Criteria applies to applies to Information Concept Information Concept Instance instance of represents

19 Value Stream Specification 19 :Customer :Training Facility :Student :Customer Understand Training Requirements Arrange Training Logistics Register for Training Session Deliver Training Session Close Training Session Clear Customer Expectations Appropriate Facilities Defined Target Audience Improved Professional Skills Targeted Customer Feedback Uplifted Workforce Capabilities

20 Value Cross-Mapping 20 Understand Training Requirements Arrange Training Logistics Register for Training Session Deliver Training Session Close Training Session Client Event Event Event Delivery Accounts Payable Proposal Facility Event Registration Event Accounts Receivable Quote Instructor Event Preparation Attendee Service Sales Event

21 Information Metamodel 21 Product Stakeholder Type Capability composed of related to represents Policy defines governs Information Concept informs describes Outcome Value Stream Stage uses represents Objective informs applies to lifecycle defined by instance of Value Item Value Stream Criteria Information Concept State in state Information Concept Instance represents applies to Distinguished Business Obj ect

22 Information Map Diagram Types 22

23 Information Map Example 23 Statement of Work Event Event Registration Attendee Customer Event Attendance Student Proposal Course Evaluation Certificate of Completion Training Session

24 Information Lifecycle Training Event 24 Scheduled Opened Canceled Closed Setup Delivered Completed

25 Value Stream Entry/Exit Criteria 25 :Proposal [Submitted] :Event [Scheduled] :Event [Delivered] Understand Training Requirements Arrange Training Logistics Register for Training Session Deliver Training Session Close Training Session :Statement of Work [Approved] :Event [Setup] :Course Evaluation [Returned] :Certificate of Completion [Provided]

26 Value Stream Stage / Information Objects Mapping 26 Source Arrange Training Logistics Target :Certificate of Completion :Course Evaluation :Event :Event :Event :Proposal :Statement of Work Close Training Session Deliver Training Session Register for Training Session Train Workforce Understand Training Requirements Value Stream Stage enabled by Capability Source Arrange Training Logistics Target :Accounts Payable :Accounts Receivable :Attendee :Client :Event Delivery :Event :Event :Event :Event :Event Preparation :Event Registration :Facility :Instructor :Proposal :Quote Value Stream Stage has Entry/Exit Criteria (Information Concepts) :Service Sales Close Training Session Deliver Training Session Register for Training Session Train Workforce Understand Training Requirements

27 Conclusions UML Profile for BIZBOK should increase level of adoption of formal modeling in Business Architecture Have released first alpha version focusing on core, foundational domains Capability, Value, Information, Organization Plan to release beta version by beginning of June 2017 Have finished metamodel for extension domains Strategy, Initiative, Stakeholder, Product, Policy Will begin implementing UML profile in June Looking for end-users to test work-in-progress Also looking for people to help contribute to development Plan to release first complete version 3Q

28 Q&A Thanks for your attention and participation! "APG", the APG logo, "proven practical process" (and its graphic representation), ATPL, EA-In-A-Box, APG ModelFlow are trademarks of Armstrong Process Group, Inc. Object Group, OMG, the OMG logo, Model-Driven Architecture, MDA, the MDA logo, Business Process Modeling Notation, BPMN, the BPMN logo, Unified Modeling Language, UML, and the UML logo are trademarks or registered trademarks of the Object Group, Inc. in the United States and other countries. BIZBOK, A Guide to the Business Architecture Body of Knowledge, Certified Business Architect, CBA, Guild Accredited Training Program, and GATP are trademarks or registered trademarks of the Business Architecture Guild. Other company, product, or service names may be trademarks or service marks of others.

29 myapg Resource Portal 29 You can download this presentation and access numerous other resources at the myapg resource portal!

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