P F 2. The Pragmatic Operating model for Enterprise Transformation. Pragmatic. v1.3a April Connecting the DOTS

Transcription

1 The Pragmatic Operating model for Transformation Pragmatic E N T E R P R I S E A R C H I T E C T U R E v1.3a April 017 P F Connecting the DOTS Part of the Pragmatic Family of Frameworks

2 Context Context Context Pragmatic EA Ltd ( ) v1.3a April 017

3 Context Context is King Context is King TM Pragmatic EA Ltd ( ) v1.3a April 017

4 Context Context is King > Types Purpose Why Context Applies to System Who, What, Where Limitations Constraints How, When Pragmatic EA Ltd ( ) v1.3a April 017

5 Context Why Use POET > Sage Words If the rate of change on the outside exceeds the rate of change on the inside, the end is near. - Jack Welch It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change. - Charles Darwin We cannot solve our problems with the same thinking we used when we created them. - Albert Einstein Pragmatic EA Ltd ( ) v1.3a April 017

6 Context Why Use POET > Viability (pre 0 th Century) The era of Operations (0 th Century) The era of the Transformation of Operations (Now!) The era of the Transformation of Transformation Importance Pragmatic EA Ltd ( ) v1.3a April 017

7 Context Why Use POET > Basic Premise How an effects Transformation has become a Strategic Strength where massive business opportunities can be gained, or a Strategic Weakness where massive business problems will result. Pragmatic EA Ltd ( ) v1.3a April 017

8 Context Why Use POET > WE Deming When people and organizations focus primarily on the quality of their Transformation efforts, quality tends to rise, and costs fall. When people and organizations focus primarily on the costs of their Transformation efforts, costs tend to rise, and quality falls. Pragmatic EA Ltd ( ) v1.3a April 017

9 Context Why Use POET > The Transformation of Transformation Transformation Operation Support Direction Pragmatic EA Ltd ( ) v1.3a April 017

10 Context How POET Helps > Fundamental POET allows Executive Management to take a coherent and holistic view of the whole of the Transformation part of their, allowing them to pragmatically increase its maturity, and thereby increasing its Effectiveness and Efficiency, by providing a coherent and holistic framework (Methods, Artefacts, and Environment) to enable informed decision making about what to change and how. Pragmatic EA Ltd ( ) v1.3a April 017

11 Context How POET Helps > An Operating Model for Transformation An Operating Model for Transformation. Think Strategically. Act Tactically. Pragmatic EA Ltd ( ) v1.3a April 017

12 Context How POET Helps > Toolkit Implement Operate Rollout ET Framework Changes Strategising Roadmapping Initiation Model Elaboration Develop ET Framework Changes Ontology Meta-model Tools Communication Debt Construction Transitioning Prepare & Mitigate the ET Risks Vision Plan ET Framework Rollout Understand ET Framework Start Foundation Maturity Select ET Framework ET Why Should I Care? Motivation Actions Guidance Assessment Measures Evaluate, Analyse, Modify Risks Pragmatic EA Ltd ( ) v1.3a April 017

13 Context Where POET and PEAF Fit > Theory & Complexity Theoretical Way too Theoretical Way too Complex Overly Theoretical Overly Complex The Zone. Overly Theoretical Overly Simple Good balance between Theory & Detail and between Simplicity & Complexity. The 80/0 rule Work smart not hard Way too Theoretical Way too Simple Contextual Zachman Detailed Overly Detailed Overly Complex Overly Detailed Overly Simple Way too Detailed Way too Detailed Way too Complex Way too Simple Complex Simple Pragmatic EA Ltd ( ) v1.3a April 017

14 Context Where POET and PEAF Fit > Zachman, TOGAF, ITIL, COBIT, PEAF Transformation Ontology e.g.. Architecture Framework e.g.. Ontology e.g.. Zachman Operation Transformation Direction Current Contextual Operational Stuff Strategising Roadmapping Initiating Elaborating Constructing Transitioning Stuff Using Engineering Framework e.g.. Context Contextual Operational Target EITA/EISA Framework e.g.. The Context A. Architecture Vision B. The C. D. Business Information Technology Architecture Systems Architecture Architecture E. Opportunities & Solutions F. Migration Planning G. H. Architecture Change Managem t Implement n Evaluate, Direct, Monitor Align, Plan, Monitor, Organise Evaluate, Assess Monitor, Evaluate, Assess Monitor, Evaluate, Assess Monitor, Evaluate, Assess Monitor, Evaluate, Assess Build, Acquire, Implement Deliver Service & Support Service strategy Service design Service transition Service operation IT /M gmt Framework e.g.. Deploye r Perspect ive Business Service Deployers) Enterpri se Context Context Models ITSM Framework e.g.. Pragmatic EA Ltd ( ) v1.3a April 017

15 Context Where POET and PEAF Fit > PEAF and the TOGAF ADM Preliminary PEAF is an EA H. Architecture Change Management A. Architecture Vision B. Business Architecture bootstrap G. Implementation Requirements Management C. Information Systems Architectures - Chris Forde General Manager Asia Pacific & VP Architecture The Open Group F. Migration Planning E. Opportunities and Solutions D. Technology Architecture Pragmatic EA Ltd ( ) v1.3a April 017

16 Context Where POET and PEAF Fit > Level of Guidance / Detail Zachman Operation Transformation Direction Low Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Transitioning Stuff Using Level of Guidance/Detail Provided High Architecture Model Enngineering Model Pragmatic EA Ltd ( ) v1.3a April 017

17 Context Zachman > Basic Message If you want to transform a complex in a volatile environment... You have to: Model (not draw) the. Persist Models as Primitives. You should also: Use Ontologies appropriately. Use Architecture & Engineering appropriately. Pragmatic EA Ltd ( ) v1.3a April 017

18 Context Zachman > Missing Perspective and Model Plate A Plate B Plate C Plate D Input? Input Context Context Models Output Output Output Input Input Input Output Output Output Input Input Input Output Output Output Input Input Input Output Output Output Input Input Input Output Output Output Input Output? Input Output Deployer Perspective Business Service Deployers) Input Output Input Input Pragmatic EA Ltd ( ) v1.3a April 017

19 Context Zachman > Mapping to POET > Overall Zachman Context Zachman Methods Zachman Artefacts Zachman Zachman Environ Adoption Pragmatic EA Ltd ( ) v1.3a April 017

20 Context Zachman > Mapping to POET > Architect/Engineer Motivation Why are we doing the transformation? Actions How will we effect the transformation? Guidance What will guide the transformation? Measures How will we measure the progress of transformation? Assessment Why are we doing the transformation in this way? Contextual Operational Motivation Actions Guidance Measures Assessment TM MAGMA Key Architect Engineer Methods Artefacts Environ TM MACE Contextual Methods How should work be carried out? Artefacts What things are consumed and produced? What culture is required? Environ What things should be used? e.g. Ends (Vision, Goals, Objectives) e.g. Detailed Objectives e.g. Requirements e.g. Requirements e.g. Requirements e.g. Requirements e.g. Means (Mission, Strategies, Tactics) e.g. Roadmaps, Project Portfolio e.g. Initiation Plan, Estimate to Complete... e.g. Elaboration Plan, Estimate to Complete... e.g. Construction Plan, Estimate to Complete... e.g. Transition Plan. e.g. Business Policies, Rules, Directives e.g Principles e.g. Policies e.g. Standards e.g. Standards e.g. Business Policies, Rules, Directives e.g. KPI s, CSF s e.g. Metrics e.g. Metrics e.g. Metrics e.g. Metrics e.g. Metrics e.g. SWOT e.g. Effectiveness, Efficiency, Agility, Durabilty, Cost, Risk, Quality, Flexibility, Shearing Layers e.g. Pro s, Con s... e.g. Pro s, Con s... e.g. Pro s, Con s... e.g. Pro s, Con s... Strategising Roadmapping Initiating Elaborating Constructing Transitioning Using Deploye r Perspec tive Business Service Deployers) Context Contextual Operational World Customers, Suppliers, Regulators Methods e.g. Business Functions e.g. Business Capabilities... e.g. Practices, Processes L0... e.g. Processes L1... e.g. Activities, Processes L, 3)...doing things.. 4)...with things Customers, Customers, Suppliers, Suppliers, Regulators Regulators Artefacs <Business Specific> e.g. Ethics, e.g. Oil Rigs, Industries, Aircraft, Bank Semantics Transactions... <Business Specific> e.g. Values, Trust, e.g. Oil Rigs, Skills, Semantics Aircraft, Bank Transactions... <Business Specific> e.g. Oil Rigs, e.g. Roles, Semantics Aircraft, Bank Transactions... <Business Specific> e.g. Employees, e.g. Oil Rigs, Semantics Aircraft, Bank Transactions... <Business Specific> e.g. Employees, e.g. Oil Rigs, Semantics Aircraft, Bank Transactions... e.g. Buildings, Technical Services e.g. Rooms, Racks, Applications, Databases e.g. Desks, Slots, IP Addresses e.g. Countries, Technologies e.g. Regions, Locations, Technical Capabilities Customers, Suppliers, Regulators Environment 1) People... )...at locations 5)...using things... 6)...at locations. Pragmatic EA Ltd ( ) v1.3a April 017

21 Context Zachman > Mapping to POET > Why/How Motivation Why are we doing the transformation? Actions How will we effect the transformation? Guidance What will guide the transformation? Measures How will we measure the progress of transformation? Assessment Why are we doing the transformation in this way? Contextual Operational Motivation Actions Guidance Measures Assessment TM MAGMA Key Why How Methods Artefacts Environ TM MACE e.g. Ends (Vision, Goals, Objectives) e.g. Detailed Objectives e.g. Requirements e.g. Requirements e.g. Requirements e.g. Requirements e.g. Means (Mission, Strategies, Tactics) e.g. Roadmaps, Project Portfolio e.g. Initiation Plan, Estimate to Complete... e.g. Elaboration Plan, Estimate to Complete... e.g. Construction Plan, Estimate to Complete... e.g. Transition Plan. e.g. Business Policies, Rules, Directives e.g Principles e.g. Policies e.g. Standards e.g. Standards e.g. Business Policies, Rules, Directives e.g. KPI s, CSF s e.g. Metrics e.g. Metrics e.g. Metrics e.g. Metrics e.g. Metrics e.g. SWOT e.g. Effectiveness, Efficiency, Agility, Durabilty, Cost, Risk, Quality, Flexibility, Shearing Layers e.g. Pro s, Con s... e.g. Pro s, Con s... e.g. Pro s, Con s... e.g. Pro s, Con s... Strategising Roadmapping Initiating Elaborating Constructing Transitioning Context Contextual Operational World Using Pragmatic EA Ltd ( ) v1.3a April 017

22 Context Zachman > Mapping to POET > How/When/What/Where/Who Key Structure Methods Artefacts Environ TM MACE Contextual Operational Methods How should work be carried out? Artefacts What things are consumed and produced? What culture is required? Environ What things should be used? Context Customers, Suppliers, Regulators Methods Customers, Suppliers, Regulators Artefacs Customers, Suppliers, Regulators Customers, Suppliers, Regulators Environment Architecture Model Contextual e.g. Business Functions e.g. Business Capabilities... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... e.g. Ethics, Industries, Semantics e.g. Values, Trust, Skills, Semantics e.g. Countries, Technologies e.g. Regions, Locations, Technical Capabilities Deploye r Perspec tive Business Service Deployers) Operational Enngineering Model World e.g. Practices, Processes L0... e.g. Processes L1... e.g. Activities, Processes L, <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... 3)...doing things.. 4)...with things e.g. Roles, Semantics e.g. Employees, Semantics e.g. Employees, Semantics e.g. Buildings, Technical Services e.g. Rooms, Racks, Applications, Databases e.g. Desks, Slots, IP Addresses 1) People... )...at locations 5)...using things... 6)...at locations. Context Pragmatic EA Ltd ( ) v1.3a April 017

23 Context Zachman > Mapping to POET > Perspectives and Models Operation Transformation Direction Current Enngineering Model Context (The Context Market & Wider context) Strategising Current Execute Context (The Market & Wider context) Target Roadmapping Current Execute Target Initiating Current Execute Target Elaborating Current Execute Target Constructing World Current Execute Architecture Model Target Deployer Perspective Transitioning Business Service Deployers) World Operational Execute World Target Using Context (The Context Market & Wider context) Pragmatic EA Ltd ( ) v1.3a April 017

24 Methods Methods Methods Pragmatic EA Ltd ( ) v1.3a April 017

25 Methods Overview > Phases Context Strategising Contextual Using Roadmapping Stuff Transitioning & Initiating Operational Constructing Elaborating Pragmatic EA Ltd ( ) v1.3a April 017

26 Methods Overview > Phases > Basics Direction Architecting Strategising Roadmapping Transformation Initiating Elaborating Constructing Engineering Transitioning Operation Using Pragmatic EA Ltd ( ) v1.3a April 017

27 Methods Overview > Phases > Strategising Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Transitioning Strategising Sometimes called Business Strategy or Strategy e.g. Mission, Vision, Strategies, Tactics, Goals and Objectives Stuff Pragmatic EA Ltd ( ) v1.3a April 017

28 Methods Overview > Phases > Roadmapping Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Transitioning Stuff Roadmapping Sometimes called Annual Business Planning or Transition Planning Creates a portfolio of projects and roadmaps to be initiated over the coming year(s) Pragmatic EA Ltd ( ) v1.3a April 017

29 Methods Overview > Phases > Project Execution Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Transitioning Stuff Project Execution All the work that happens when the project portfolio executes which finally results in the deployment of changes to the Methods, Artefacts, and Environment of the. Pragmatic EA Ltd ( ) v1.3a April 017

30 Methods Overview > Phases > & Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Transitioning Stuff & The work that happens between the phases, ensuring compliance looking down () and raising issues and problems looking up () Pragmatic EA Ltd ( ) v1.3a April 017

31 Pragmatic EA Ltd ( ) v1.3a April 017 Methods Overview > Phases > Models Operation Direction Transformation Elaborating Constructing Transitioning Using Initiating Strategising Roadmapping Engineering Model Architecture Model Operation Direction Transformation Current Current Current Context Elaborating Constructing Transitioning Using Initiating Strategising Current Current Roadmapping World Current World Operational Engineering Model Architecture Model Operation Direction Transformation Current Current Current World Target Target Target Target Context Context Elaborating Constructing Transitioning Using Initiating Strategising Target Current Current Target Roadmapping World Current World Operational Engineering Model Architecture Model Operation Direction Transformation Current Current Current World Target Target Target Target Context Context Elaborating Constructing Transitioning Using Initiating Strategising Execute Execute Target Current Current Target Roadmapping Execute Execute Execute World Current World Operational Execute Engineering Model Architecture Model Operation Direction Transformation Current Current Current World Target Target Target Target Context Context Elaborating Constructing Transitioning Using Initiating Strategising Execute Execute Target Current Current Target Roadmapping Execute Execute Execute World Current World Operational Execute Engineering Model Architecture Model Operation Direction Transformation Current Current Current World Target Target Target Target Context Context Elaborating Constructing Transitioning Using Initiating Strategising Execute Execute Target Current Current Target Roadmapping Target State Current State Target State Current State Motivation Measures Assessment Guidance Actions Motivation Measures Assessment Guidance Actions Iterate Modelling Modelling & Iterate Iterate Analysis& Design Options / Solution Requirements Management Discovery Iterate Execute Execute Execute World Current World Operational Execute Engineering Model Architecture Model

32 Methods TM TM Overview > Phases > Example Roles and RACI Patterns TM Direction Methods Actions Guidance Operation Transformation Support DOTS Operation Direction Transformation Artefacts Environ MACE Motivation World Measures Measures Assessment MAGMA Context Strategising Contextual Contextual Roadmapping Initiating Elaborating Constructing Operational Operational Transitioning Using Context Board / Exec Team Board / Exec Team R Board / Exec Team A Board / Exec Team I Architects Architects C Architects R Architects A Architects I Architects I Architects I Solution Architects Solution Architects I Solution Architects C Solution Architects R Solution Architects A Solution Architects I Solution Architects I Business Analysts Business Analysts I Business Analysts C Business Analysts R Business Analysts A Business Analysts I Technical Architects Technical Architects I Technical Architects C Technical Architects R Technical Architects A Technical Architects I Application Architects Application Architects I Application Architects C Application Architects R Application Architects A Application Architects I Developers Testers Configurat n Managers Developers I Developers C Developers R Developers A Testers I Testers C Testers R Testers A Configurat n Managers I Configurat n Managers C Configurat n Managers R Installers Installers I Installers C Installers R Users Users C Users C Users C Users C Users C Users C Users R A Pattern Responsible Accountable C & I Pattern Informed Consulted Responsible Consulted Informed Pragmatic EA Ltd ( ) v1.3a April 017

33 Methods & > Transformation Synchronisation Pragmatic EA Ltd ( ) v1.3a April 017

34 Methods [ & > yin & yang Risk Management Pragmatic EA Ltd ( ) v1.3a April 017

35 Methods & > Technical Debt Do I write a cheap and nasty solution in order to move forward now? Or do I take more time to solve the problem properly and risk delivering less business value in the short term but possibly better business value in the long term? - Ward Cunningham Pragmatic EA Ltd ( ) v1.3a April 017

36 Methods & > Technical Debt vs Debt Guidance Methods Artefacts Environ What guides us as Transform Strategising How should work be carried out? What things are consumed and produced? What culture is required? What things should be used? Roadmapping Initiating Elaborating Think long term Constructing Transitioning App Data Platform Technol ogy Pragmatic EA Ltd ( ) v1.3a April 017

37 Methods & > Debt > Overview The Perfect World Requirements Guidance Requirements Guidance Requirements Guidance Resolved Requirements Non- Compliance Guidance The Real World Required Resources Assigned Resources Required Resources Assigned Resources The Pragmatic World Requirements Guidance Required Resources Resolved Requirements Assigned Resources Requirements or Cost of Compliance Guidance Resolved Cost of Remediation Guidance Assigned Resources + increases Cost of Non- Compliance Transformation Debt TM surfaces as Debt $ increases Remedial work Increased work to change reduces TM surfaces as surfaces as Pays Interest on Increased Cost to Support Pragmatic EA Ltd ( ) v1.3a April 017

38 Methods & > Debt > Investment When Hidden Cumalative Amount of. Transformation Costs, Debt and Savings $40,000,000 $30,000,000 $0,000,000 $10,000,000 $0 $10,000,000 $0,000,000 Transformation Costs (ED Hidden) Debt (ED Hidden) Transformation Costs Saved (Excluding ED) Transformation Costs (ED Managed) Debt (ED Managed) Transformation Costs Saved (Including ED) $30,000,000 Time Pragmatic EA Ltd ( ) v1.3a April 017

39 Methods & > Debt > Investment When Managed Cumalative Amount of. Transformation Costs, Debt and Savings $40,000,000 $30,000,000 $0,000,000 $10,000,000 $0 $10,000,000 $0,000,000 Transformation Costs (ED Hidden) Debt (ED Hidden) Transformation Costs Saved (Excluding ED) Transformation Costs (ED Managed) Debt (ED Managed) Transformation Costs Saved (Including ED) $30,000,000 Time Pragmatic EA Ltd ( ) v1.3a April 017

40 Methods & > Debt > Investment Comparison Cumalative Amount of. Transformation Costs, Debt and Savings $40,000,000 $30,000,000 $0,000,000 $10,000,000 $0 $10,000,000 $0,000,000 Transformation Costs (ED Hidden) Debt (ED Hidden) Transformation Costs Saved (Excluding ED) Transformation Costs (ED Managed) Debt (ED Managed) Transformation Costs Saved (Including ED) $30,000,000 Time Pragmatic EA Ltd ( ) v1.3a April 017

41 Methods & > Debt > Investment Results Debt - Hidden Debt - Managed Total Spent on Transformation Current level of Debt 8M 0M 0M 10M TOTAL 48M 30M Amount Saved 18M Which equates to a 38% saving on your Transformation Bill Pragmatic EA Ltd ( ) v1.3a April 017

42 Methods Disciplines > Overview Direction Transformation Disciplines Project Planning Project Managing Strategising Roadmapping Initiating Elaborating Constructing Transitioning Setup Environment Change Management Configurat n Managm't Modelling Discovery Requirements Management Analysis & Design & Implementing Testing Deploying Iteration 1 Iteration n Iteration 1 Iteration Iteration n Iteration 1 Iteration n Iteration 1 Iteration n Iteration 1 Iteration Iteration n Iteration 1 Iteration n Pragmatic EA Ltd ( ) v1.3a April 017

43 Methods Disciplines > Overview > Phase Target Current Roadmapping Analysis Design & Modelling Requirements Management Discovery & Modelling Execute Target Current Key Created in this Phase Created in Another Phase Pragmatic EA Ltd ( ) v1.3a April 017

44 Methods Disciplines > Overview > Artefacts Used by the Phase Above Key Used from Phase Above Modelling Current State Analyse Analyse Motivation Measures Assessment Requirements Management Iterate Analysis & Design (Options/Solution) Iterate Iterate Refine Iterate Iterate Strategising Assess Design Iterate Iterate Assess Guidance Iterate Iterate Actions Target State & Iterate Modelling Iterate Discovery Iterate Discover Iterate Analyse Iterate Refine Used from Phase Below Key Used by the Phase Below Current State Motivation Measures Assessment Guidance Actions Target State Created in this Phase Key Created in Another Phase Pragmatic EA Ltd ( ) v1.3a April 017

45 Methods Disciplines > Overview > Orchestration Confirm Motivation/Constraints Refine Motivation Design Solution Options Requirements Management Iterate & Requirements Management Iterate & Analysis & Design Iterate & Motivation Target State Motivation Actions Actions Actions Actions Actions Target Target State State Target Target State State Target State Modelling Discover Current State Design Solution Discovery Analysis & Design Iterate & Phase Begin Current State Current State Phase End Actions Target State Pragmatic EA Ltd ( ) v1.3a April 017

46 Methods Disciplines > Requirements Management Requirements Management Current State Motivation Measures Assessment Guidance Actions Target State Analyse Iterate Refine Iterate Assess Iterate Current State Motivation Measures Assessment Guidance Actions Target State Pragmatic EA Ltd ( ) v1.3a April 017

47 Methods Disciplines > Discovery Analysis & Design (Options/Solution) Current State Motivation Measures Assessment Guidance Actions Target State Iterate Analyse Iterate Design Iterate Assess Current State Motivation Measures Assessment Guidance Actions Target State Pragmatic EA Ltd ( ) v1.3a April 017

48 Methods Disciplines > Analysis & Design Discovery Current State Motivation Measures Assessment Guidance Actions Target State Iterate Discover Iterate Analyse Iterate Refine Current State Motivation Measures Assessment Guidance Actions Target State Pragmatic EA Ltd ( ) v1.3a April 017

49 Methods Disciplines > & & Current State Motivation Measures Assessment Guidance Actions Target State Iterate Current State Motivation Measures Assessment Guidance Actions Target State Pragmatic EA Ltd ( ) v1.3a April 017

50 Methods Disciplines > Modelling Modelling Current State Motivation Measures Assessment Guidance Actions Target State Iterate Determine the Question Determine Required Data Populate the Model Integrate the Data Answer the Question Scoping Discovery Access Analysis Cleansing Loading Current State Motivation Measures Assessment Guidance Actions Target State Pragmatic EA Ltd ( ) v1.3a April 017

51 Artefacts Artefacts Artefacts Pragmatic EA Ltd ( ) v1.3a April 017

52 Artefacts Levels Context Strategising Contextual Using Roadmapping Stuff Transitioning & Initiating Operational Constructing Elaborating Pragmatic EA Ltd ( ) v1.3a April 017

53 Artefacts (MACE) Methods Artefacts Environ How should work be carried out? What things are consumed and produced? What culture is required? What things should be used? e.g. Business Functions, Practices, Processes Activities, Phases, Disciplines... e.g. Ontologies, Metamodels, Product Descriptions, Products... e.g. People, Values, Ethics & Trust, Language... e.g. Locations, Technologies, Frameworks... Methods Artefacts Environ MACETM Pragmatic EA Ltd ( ) v1.3a April 017

54 Artefacts (MACE) > Relationships Domain Context Methods Domain Context Domain Context Domain Context Domain Context Artefacts Environment Pragmatic EA Ltd ( ) v1.3a April 017

55 Artefacts (MAGMA) Motivation Actions Guidance Measures Assessment Why are we doing the transformation? How will we effect the transformation? What will guide the transformation? How will we measure the progress of transformation? Why are we doing the transformation in this way? Actions Guidance e.g. Ends, Aims, Objectives, Requirements... e.g. Means, Strategies, Tactics, Roadmaps, Portfolio's, Plans... e.g. Principles, Policies, Standards, Rules, Laws... e.g. CSF s, KPI s, Metrics... e.g. Strengths, Weaknesses, Opportunities, Threats, Pro s, Cons, Issues, Risks... Motivation Assessment Measures MAGMATM Pragmatic EA Ltd ( ) v1.3a April 017

56 Artefacts (MAGMA) > Relationships Domain Domain Context Context Domain Domain Context Context Domain Domain Context Context Measures Motivation Assessment Guidance Actions Pragmatic EA Ltd ( ) v1.3a April 017

57 Artefacts MACE & MAGMA Derivation > Structure STRUCTURE Actor, Department, Area, Entity, Group, Lane, Location, Office, Organisation Unit, AVOLUTION PEAFv TOGAF9 ARCHIMATE DoDAF/MoDAF/DAF Pool, Role, Stakeholder, Action, Activity, Block, Business Area, Business Line, Composite Activity, Department, Location, Customers, Products, Actor, Location, Actor, Department, Role, Department, Group, Office, Data Process, Decision, End Event, Event, Final State, Function, Gateway, Initial State, Interaction, Stakeholder, Organisation Intermediate Event, Component, Operational Node, Component, End Unit, Event, Activities, Gateway, Process, Start Result, Functions, Departments, Start Services, Organisation Unit, Role, Stakeholder, Activity, Activity, Composite Contextual Locations, Applications, Event, State, Event, Function, Sub-Function, Process, Event, Function, Activity, Operational Node, Application Service, Interaction, Process, System, Gateway, Event, Business Service, Devices, Databases, Business Service, Application Task, Service, Transaction, Network. Transition, Use Case, Application Information Service, Data Service, Business Technologies Service, Information Component, Service, Information Business Service, Service, Service Domain, Service Entity, Database, Technology Service, Data Information Service, Application, Type, Application Technology Service, Artifact, Entity, Product, Column, Data Technology Entity, Service, Data Object, Database, Component, Desktop Application, Application Artifact, Object, Product, Equipment, Hardware Material, Object, Component, / Component, Representation, Value, Representation, Table, Value, Platform, Application, /Virtual Application Function, Collaboration, Execution Component, Mobile Network Specification, Equipment, Network Component, Virtual Package, Component, Application Component, Component/ Collaboration, System Element, Software, Communication Component, System, System Software, Communication Component/Element, Path, Desktop Equipment, Component/Server. Device, Path, Gateway, Device, Network, Hardware Platform, /Virtual Component/ Node. Component, Server. Mobile Equipment, Network, Network Component/Element, Node, Operational Component/Server, Service Area, Service Category, Service Standard, Software Platform. Pragmatic EA Ltd ( ) v1.3a April 017

58 Artefacts MACE & MAGMA Derivation > Strategy STRATEGY Assessment, AVOLUTION Assumption, PEAFv Concern, TOGAF9 Constraint, ARCHIMATE Driver, DoDAF/MoDAF/DAFEnd, Facility, BMM Assessment, End, Goal, Driver, End, Goal, Driver, Goal, Measure, Assessment, Concern, Facility, Mission. Driver, End, Goal, Meaning, Mission, Influence, Meaning, Meaning, Objective, Principle, Measure, Goal, Meaning, Measurement, Principle, Mission, Influence, Meaning, Objective, Strategy, Tactic, Requirement, Viewpoint. Measure, Mission, Problem, Principle, Rationale, Requirement, Rule, Strategy, Viewpoint, Vision. Principle, Mission, Rule, Objective, Tactic, Strategy, Requirement. Test Case, Viewpoint, Vision. Objective, Strategy, Tactic, Principle, Vision. Rule, Tactic, Vision. STRUCTURE Actor, Department, Area, Entity, Group, Lane, Location, Office, Organisation Unit, AVOLUTION PEAFv TOGAF9 ARCHIMATE DoDAF/MoDAF/DAF Pool, Role, Stakeholder, Action, Activity, Block, Business Area, Business Line, Composite Activity, Department, Location, Customers, Products, Actor, Location, Actor, Department, Role, Department, Group, Office, Data Process, Decision, End Event, Event, Final State, Function, Gateway, Initial State, Interaction, Stakeholder, Organisation Intermediate Event, Component, Operational Node, Component, End Unit, Event, Activities, Gateway, Process, Start Result, Functions, Departments, Start Services, Organisation Unit, Role, Stakeholder, Activity, Activity, Composite Contextual Locations, Applications, Event, State, Event, Function, Sub-Function, Process, Event, Function, Activity, Operational Node, Application Service, Interaction, Process, System, Gateway, Event, Business Service, Devices, Databases, Business Service, Application Task, Service, Transaction, Network. Transition, Use Case, Application Information Service, Data Service, Business Technologies Service, Information Component, Service, Information Business Service, Service, Service Domain, Service Entity, Database, Technology Service, Data Information Service, Application, Type, Application Technology Service, Artifact, Entity, Product, Column, Data Technology Entity, Service, Data Object, Database, Component, Desktop Application, Application Artifact, Object, Product, Equipment, Hardware Material, Object, Component, / Component, Representation, Value, Representation, Table, Value, Platform, Application, /Virtual Application Function, Collaboration, Execution Component, Mobile Network Specification, Equipment, Network Component, Virtual Package, Component, Application Component, Component/ Collaboration, System Element, Software, Communication Component, System, System Software, Communication Component/Element, Path, Desktop Equipment, Component/Server. Device, Path, Gateway, Device, Network, Hardware Platform, /Virtual Component/ Node. Component, Server. Mobile Equipment, Network, Network Component/Element, Node, Operational Component/Server, Service Area, Service Category, Service Standard, Software Platform. Pragmatic EA Ltd ( ) v1.3a April 017

59 Artefacts MACE & MAGMA Derivation > Execution STRATEGY Assessment, AVOLUTION Assumption, PEAFv Concern, TOGAF9 Constraint, ARCHIMATE Driver, DoDAF/MoDAF/DAFEnd, Facility, BMM Assessment, End, Goal, Driver, End, Goal, Driver, Goal, Measure, Assessment, Concern, Facility, Mission. Driver, End, Goal, Meaning, Mission, Influence, Meaning, Meaning, Objective, Principle, Measure, Goal, Meaning, Measurement, Principle, Mission, Influence, Meaning, Objective, Strategy, Tactic, Requirement, Viewpoint. Measure, Mission, Problem, Principle, Rationale, Requirement, Rule, Strategy, Viewpoint, Vision. Mission, Objective, Requirement. Principle, Rule, Tactic, Strategy, Test Case, Viewpoint, Vision. Objective, Strategy, Tactic, Principle, Vision. Rule, Tactic, Vision. EBMM Business, Directive, Assessment, Business Model, Influencer, Driver. EXECUTION Plan, AVOLUTION Programme, PEAFv Project, TOGAF9 Project ARCHIMATE Activity, DoDAF/MoDAF/DAF Project PRINCE Programme, Project Portfolio, Programmes, Work Package Programme, Project, Projects, Initiatives Result, Work Package. Project Project Activity, Plan Result. Project Benefits Review Plan, Business Case, Checkpoint Report, Communication Management Strategy, Configuration Item Record, Configuration Management Strategy, Daily Log, End Project Report, End Stage Report, Exception Report, Highlight Report, Issue Register, Issue Report, Lessons Log, Lessons Report, Plan - Project, Stage and Team, Product Description, Product Status Account, Project Brief, Project Initiation Document, Project Product Description, Quality Management Strategy, Quality Register, Risk Management Strategy, Risk Register, Work Package. Initiative. STRUCTURE Actor, Department, Area, Entity, Group, Lane, Location, Office, Organisation Unit, AVOLUTION PEAFv TOGAF9 ARCHIMATE DoDAF/MoDAF/DAF Pool, Role, Stakeholder, Action, Activity, Block, Business Area, Business Line, Composite Activity, Department, Location, Customers, Products, Actor, Location, Actor, Department, Role, Department, Group, Office, Data Process, Decision, End Event, Event, Final State, Function, Gateway, Initial State, Interaction, Stakeholder, Organisation Intermediate Event, Component, Operational Node, Component, End Unit, Event, Activities, Gateway, Process, Start Result, Functions, Departments, Start Services, Organisation Unit, Role, Stakeholder, Activity, Activity, Composite Contextual Locations, Applications, Event, State, Event, Function, Sub-Function, Process, Event, Function, Activity, Operational Node, Application Service, Interaction, Process, System, Gateway, Event, Business Service, Devices, Databases, Business Service, Application Task, Service, Transaction, Network. Transition, Use Case, Application Information Service, Data Service, Business Technologies Service, Information Component, Service, Information Business Service, Service, Service Domain, Service Entity, Database, Technology Service, Data Information Service, Application, Type, Application Technology Service, Artifact, Entity, Product, Column, Data Technology Entity, Service, Data Object, Database, Component, Desktop Application, Application Artifact, Object, Product, Equipment, Hardware Material, Object, Component, / Component, Representation, Value, Representation, Table, Value, Platform, Application, /Virtual Application Function, Collaboration, Execution Component, Mobile Network Specification, Equipment, Network Component, Virtual Package, Component, Application Component, Component/ Collaboration, System Element, Software, Communication Component, System, System Software, Communication Component/Element, Path, Desktop Equipment, Component/Server. Device, Path, Gateway, Device, Network, Hardware Platform, /Virtual Component/ Node. Component, Server. Mobile Equipment, Network, Network Component/Element, Node, Operational Component/Server, Service Area, Service Category, Service Standard, Software Platform. Business Unit, Business Process, Business Capability, Data Object, Application. Pragmatic EA Ltd ( ) v1.3a April 017

60 Artefacts MACE & MAGMA Derivation > Fundamental Types STRUCTURE Actor, Department, Area, Entity, Group, Lane, Location, Office, Organisation Unit, Pool, Role, Stakeholder, Action, Activity, Block, Business Area, Business Line, Composite Activity, Data Process, Decision, End Event, Event, Final State, Function, Gateway, Initial State, Interaction, Intermediate Event, Component, Operational Node, Component, Process, Result, Start Event, State, Sub-Function, Task, Transaction, Transition, Use Case, Application Service, Business Service, Component, Information Service, Service Domain, Service Type, Technology Service, Artifact, Column, Data Entity, Data Object, Database, Component, Material, Object, Component, Product, Representation, Table, Value, Application, Application Component, Application Function, Collaboration, Execution Specification, Component, Package, Component, System, System Software, Communication Path, Desktop Equipment, Device, Gateway, Hardware Platform, /Virtual Component, Mobile Equipment, Network, Network Component/Element, Node, Component/Server, Service Area, Service Category, Service Standard, Software Platform. Contextual Operational STRATEGY Assessment, Assumption, Concern, Constraint, Driver, End, Facility, Goal, Influence, Meaning, Measure, Measurement, Mission, Objective, Problem, Principle, Rationale, Requirement, Rule, Strategy, Tactic, Test Case, Viewpoint, Vision. EXECUTION Plan, Programme, Project, Project Activity, Project Result, Work Package. Pragmatic EA Ltd ( ) v1.3a April 017

61 Artefacts MACE & MAGMA Derivation > Levels Methods Actions Guidance Artefacts Environ MACETM Contextual Motivation Assessment Measures MAGMATM STRUCTURE TRANSFORMATION Actor, Department, Area, Entity, Group, Lane, Location, Office, Organisation Unit, Pool, Role, Stakeholder, Action, Activity, Block, Business Area, Business Line, Composite Activity, Data Process, Decision, End Event, Event, Final State, Function, Gateway, Initial State, Interaction, Intermediate Event, Component, Operational Node, Component, Process, Result, Start Event, State, Sub-Function, Task, Transaction, Transition, Use Case, Application Service, Business Service, Component, Information Service, Service Domain, Service Type, Technology Service, Artifact, Column, Data Entity, Data Object, Database, Component, Material, Object, Component, Product, Representation, Table, Value, Application, Application Component, Application Function, Collaboration, Execution Specification, Component, Package, Component, System, System Software, Communication Path, Desktop Equipment, Device, Gateway, Hardware Platform, /Virtual Component, Mobile Equipment, Network, Network Component/Element, Node, Component/Server, Service Area, Service Category, Service Standard, Software Platform. Operational Assessment, Assumption, Concern, Constraint, Driver, End, Facility, Goal, Influence, Meaning, Measure, Measurement, Mission, Objective, Problem, Principle, Rationale, Requirement, Rule, Strategy, Tactic, Test Case, Viewpoint, Vision, Plan, Programme, Roadmap, Project, Project Activity, Project Result, Work Package. Pragmatic EA Ltd ( ) v1.3a April 017

62 Artefacts MACE & MAGMA Derivation > Mapping > POLDAT Methods Artefacts Environ TM MACE Methods Artefacts Environ Motivation Actions Guidance Assessment Measures TM MAGMA Process Data Applications Technology Organisation Location Data Applications Technology Motivation Actions Guidance Measures Assessment Pragmatic EA Ltd ( ) v1.3a April 017

63 Artefacts MACE & MAGMA Derivation > Mapping > BMM Actions Guidance Methods Motivation Measures Motivation Actions Assessment TM MAGMA Guidance Measures Assessment Artefacts Environ TM MACE Ends Vision Desired Result Goal Objective Means Mission Courses of action Strategy Tactic Influencer External Influencer Internal Influencer Means Directive Business Rule Business Policy Desired Result Goal Objective Assessment SWOT Potential Impact Risk Potential Reward Methods Artefacts Environ Pragmatic EA Ltd ( ) v1.3a April 017

64 Artefacts MACE & MAGMA Derivation > Mapping > EBMM Methods Actions Guidance Motivation Measures Artefacts Environ TM MACE Assessment TM MAGMA Methods Artefacts Environ Motivation Actions Guidance Measures Assessment Pragmatic EA Ltd ( ) v1.3a April 017

65 Artefacts Ontology > Basics Operation Transformation Direction Context Contextual Engineering Model Architecture Model Operational World Context Pragmatic EA Ltd ( ) v1.3a April 017

66 Artefacts Ontology > Basics > Mapping to Phases Direction Transformation Levels Strategising Roadmapping Initiating Elaborating Constructing Transitioning Context Contextual Operational Stuff Iteration 1 Iteration n Iteration 1 Iteration Iteration n Iteration 1 Iteration n Iteration 1 Iteration n Iteration 1 Iteration Iteration n Iteration 1 Iteration n Pragmatic EA Ltd ( ) v1.3a April 017

67 Artefacts Ontology > Basics > Volatility, Volume, Impact & Population TM TM Operation Direction Transformation Strategising Roadmapping Initiating Elaborating Constructing Transitioning Using Artefacts Environ MACE Context Contextual Operational World Context Motivation Actions Guidance Methods Volatility Volume Impact Assessment Measures MAGMA Transform-ational Annually 0.5% Gigantic Annually Bi-Annually Monthly Weekly Daily Architecture Model 1% 3% 7% 30% 53% Engineering Model Massive Huge Large Medium Small Project to populate Project to populate Project to populate Project to Populate Population Populated by individual projects on an as needed basis Populated by individual projects on an as needed basis (using automated tools) Pragmatic EA Ltd ( ) v1.3a April 017

68 Artefacts Ontology > Basics > Two Why s Operation Transformation Direction Assessment TM MAGMA Why are we doing it? Requirements Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Transitioning World Using Methods Artefacts Environ TM MACE Why are we doing it this way? Constraints Pragmatic EA Ltd ( ) v1.3a April 017

69 Pragmatic EA Ltd ( ) v1.3a April 017 Artefacts Ontology > Basics > Recursive Model Abstractions Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Deploying World Strategising Roadmapping Initiating Elaborating Constructing Deploying Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Deploying World Context Contextual Operational World Context Contextual Operational World Contextual Contextual Contextual Contextual Contextual Contextual Operational Operational Operational Operational Operational Operational Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Deploying World Strategising Roadmapping Initiating Elaborating Constructing Deploying Context Strategising Contextual Roadmapping Initiating Elaborating Constructing Operational Deploying World Context Contextual Operational World Context Contextual Operational World Contextual Contextual Contextual Contextual Contextual Contextual Operational Operational Operational Operational Operational Operational Ends Vision Desired Result Goal Objective Actions Motivation Means Courses of action Strategy Tactic Mission

70 Artefacts Ontology > & Motivation Actions Guidance Assessment Measures TM MAGMA Motivation Why are we doing the transformation? Actions How will we effect the transformation? Guidance What will guide the transformation? Measures How will we measure the progress of transformation? Assessment Why are we doing the transformation in this way? Methods How should work be carried out? Artefacts What things are consumed and produced? What culture is required? Environ What things should be used? Methods Artefacts Environ TM MACE Enngineering Model Architecture Model e.g. Ends (Vision, Goals, Objectives) e.g. Detailed Objectives e.g. Requirements e.g. Requirements e.g. Requirements e.g. Requirements e.g. Means (Mission, Strategies, Tactics) e.g. Roadmaps, Project Portfolio e.g. Initiation Plan, Estimate to Complete... e.g. Elaboration Plan, Estimate to Complete... e.g. Construction Plan, Estimate to Complete... e.g. Transition Plan. e.g. Business Policies, Rules, Directives e.g Principles e.g. Policies e.g. Standards e.g. Standards e.g. Business Policies, Rules, Directives e.g. KPI s, CSF s e.g. Metrics e.g. Metrics e.g. Metrics e.g. Metrics e.g. Metrics e.g. SWOT e.g. Effectiveness, Efficiency, Agility, Durabilty, Cost, Risk, Quality, Flexibility, Shearing Layers e.g. Pro s, Con s... e.g. Pro s, Con s... e.g. Pro s, Con s... e.g. Pro s, Con s... Strategising Roadmapping Initiating Elaborating Constructing Transitioning Using Operation Transformation Direction Context Contextual Operational World Context Experiences Processes, Services Methods e.g. Business Functions e.g. Business Capabilities... e.g. Practices, Processes L0... e.g. Processes L1... e.g. Activities, Processes L, <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... 3)...doing things.. 4)...with things Customers, Suppliers, Regulators Artefacs <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... e.g. Roles, Semantics Customers, Suppliers, Regulators e.g. Ethics, Industries, Semantics e.g. Values, Trust, Skills, Semantics e.g. Employees, Semantics e.g. Employees, Semantics e.g. Buildings, Technical Services e.g. Rooms, Racks, Applications, Databases e.g. Desks, Slots, IP Addresses e.g. Countries, Technologies e.g. Regions, Locations, Technical Capabilities Customers, Suppliers, Regulators Environment 1) People... )...at locations 5)...using things... 6)...at locations. Architecture Model Enngineering Model Pragmatic EA Ltd ( ) v1.3a April 017

71 Artefacts TM Ontology > Business Model, Operating Model, Capability Model & Roadmaps TM Motivation Actions Guidance Assessment Measures MAGMA Motivation Why are we doing the transformation? Actions Guidance Measures How will we effect the transformation? What will guide the transformation? How will we measure the progress of transformation? Assessment Why are we doing the transformation in this way? Strategy (Business & IT) Transformation Strategy (Business & IT) Methods How should work be carried out? Artefacts What things are What culture is consumed and required? produced? Environ What things should be used? Artefacts Methods Environ MACE Enngineering Model Architecture Model e.g. Ends (Vision, Goals, Objectives) e.g. Detailed Objectives e.g. Requirements Requirements e.g. Requirements e.g. Requirements e.g. Requirements e.g. Means (Mission, e.g. Business Strategies, e.g. KPI s, CSF s Business Tactics) Model Policies, Directives Rules, e.g. Roadmaps, e.g. Metrics Project Portfolio e.g Principles Model e.g. Initiation Plan, Estimate to Complete... e.g. Elaboration Plan, Estimate to Complete... e.g. Construction Plan, Estimate to Complete... e.g. Transition Plan. Re Project Plan e.g. Policies Principles, Policies, Standards e.g. Standards e.g. Standards e.g. Business Policies, Rules, Directives e.g. Metrics e.g. Metrics Metrics e.g. Metrics e.g. Metrics e.g. SWOT e.g. Effectiveness, Efficiency, Agility, Durabilty, Cost, Risk, Quality, Flexibility, Shearing Layers e.g. Pro s, Con s... Decision Rationale e.g. Pro s, Con s... e.g. Pro s, Con s... e.g. Pro s, Con s... Strategising Roadmapping Initiating Elaborating Constructing Transitioning Using Operation Direction Transformation Context Contextual Operational World Context <Business e.g. Practices, Processes L0... e.g. Specific> Oil Rigs, e.g. Buildings, e.g. Roles, Semantics Solution Aircraft, Bank Architecture Technical Services Transactions... <Business e.g. Processes L1... e.g. Specific> Oil Rigs, e.g. Rooms, Racks, e.g. Aircraft, Bank Semantics Employees, Applications, Detailed Design Databases Transactions... Experiences Customers, Processes, Services Suppliers, Customers, Regulators Suppliers, Customers, Regulators Suppliers, Regulators Context Methods Artefacs Environment <Business e.g. Business Functions e.g. Specific> Oil Rigs, e.g. Industries, Ethics, e.g. Countries, Operating Aircraft, Bank Semantics ModelTechnologies Transactions... e.g. Activities, Processes L, <Business e.g. Business Capabilities... e.g. Specific> Oil Rigs, e.g. Values, Trust, e.g. Regions, Aircraft, Bank Skills, Semantics Locations, Technical Capability Model Capabilities Transactions... <Business Specific> e.g. Oil Rigs, Aircraft, Bank Transactions... e.g. Employees, Semantics e.g. Desks, Slots, IP Addresses 1) People... )...at locations 3)...doing things.. 4)...with things 5)...using things... 6)...at locations. CM DB Architecture Model Enngineering Model Pragmatic EA Ltd ( ) v1.3a April 017