ArchiMate : Adding value to TOGAF™ - Open...

65
ArchiMate ® : Adding value to TOGAF™ Introduction in ArchiMate Remco Blom, EA-consultant, BiZZdesign Enterprise Architecture Practitioners Conference Seattle, 2010

Transcript of ArchiMate : Adding value to TOGAF™ - Open...

Page 1: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

ArchiMate®: Adding value to TOGAF™Introduction in ArchiMate

Remco Blom, EA-consultant, BiZZdesign

Enterprise Architecture Practitioners ConferenceSeattle, 2010

Page 2: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► What are we talking about…?

Created with Wordle.net

Page 3: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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 all certified by The Open Group

� Consultancy

� Training

“BiZZdesign has strategically chosen to support open standards

and become an active member within The Open Group.”

Page 4: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► What is Enterprise Architecture?

� A discipline, with the objective of

steering changes

� A product

� 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

� A process

� Way of working

� Aimed at the development and use of enterprise

architectures within an enterprise

� With people and resources

Process architecture

Application architecture Technical architecture

Information architecture

?

Page 5: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Ingredients of an EA Approach

View-points

Process Language

Enterprise Continuum, Repository, Reference Models

Enterprise Continuum, Repository, Reference Models

ArchiMateTOGAF

Page 6: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► A real language

� Boxes become concepts

� Lines become relations

� A modelling language contains concepts, relations, semantics, rules and notation

http://geekandpoke.typepad.com/

Page 7: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► ArchiMate

� A language for describing architectures

� Covers business, application 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 www.opengroup.org/archimate or

www.archimate.org

Page 8: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► The ArchiMate Language

ArchiMate languageHigh-level modelling

within a domain

modelling relations between domains

Basis forvisualisations

Basis foranalysesRelate to

standards

Page 9: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Layers, Aspects, and Domains

Technology

Application

Business

Environment

Passive

“object”

Behaviour

“verb”

Active

“subject”

Process

domain

Information

domain

Datadomain

Organizationdomain

Product

domain

Application domain

Technical infrastructure domain

Page 10: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Language summaryB

usin

ess

Ap

plic

atio

nT

ech

no

log

y

Business service

Business processBusiness object

Representation

Business role Business actor

Business interface

Application service

Data objectApplication function Application component

Application interface

Infrastructure service

System softwareNode

Artifact

Infrastructure interface

Network

Page 11: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Products and services

PremiumService

PaymentService

InsurancePolicy Damage insurance

PolicyService

Beinginsured

Policy mutationService

DeclarationService

Customer

Business services

Contract Product Value Role

Aggregation

Association

Page 12: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Processes and roles

Accept andRegister claim

Specialist Car damage

Assess claimDamagenotification

Pay claim

Taxateur Employee FinanceAdministrative employee

:-)customer

Event Process

Role

Event

Triggering

Assignment

Page 13: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Business functions

Product development

Risk management

Treasury

Asset management

Customer changes

Contract changes

Contracting

MarketingSystem development

Assessment

Acceptance

Claims handling

Collecting

Facturation

Financial handling

Customer relations

Composition

(by nesting)

Business Function

Page 14: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Business objects

Lifeinsurance

InsuranceInsurancerequest

Travel insurance Damage insurancePensioninsurance

Damagedata

Damageform

Business objectRepresentation

AggregationSpecialization

Realization

Page 15: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Applications and application services

Assessmentservice

Acceptationsystem

AcceptationService

Registrationsysteem

Paymentsystem

RegisterService

AcceptationInterface

Customer administrationsystem

Assessmentsystem

Assess claimAccept andRegister claim

Applicationservice

Applicationcomponent

Applicationinterface

Businessprocess

Used-byRealization

Composition

Page 16: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Infrastructure

Customer administrationsystem

ClaimFiles Service

CustomerFile Service

Acceptationsystem

DBMS

MessageQueing

CICS

MainframeNAS FileServer

LAN UnixServer 1

UnixServer 2

Unix Server Farm

FirewallProfit

Applicationcomponent

Infrastructureservice

Node

DeviceNetwork

Systemsoftware

Used-by

RealizationAssignment

Composition

Page 17: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Layered view

PaymentService

Customer administrationservice

DeclarationService

Accept andRegister claim

AcceptationService

Pay claim

Assessmentservice

Damagenotification

:-)customer

Assess claim

Acceptationsystem

Assessmentsystem

Customer administrationsystem

Messagingservice

ClaimFiles Service

Paymentsystem

MessageQueing

DBMS CICS

Mainframe

CustomerFile Service

NAS FileServer

Page 18: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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 AtosOrigin, BiZZdesign, Capgemini, Getronics, Logica, Sogeti, Ordina,…

� Certification for individual architects and

training is in progress

Page 19: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Why not dive straight into UML?

� Business people just don’t understand it!

� Not designed for enterprise architecture

� Lack of integration of business, application and technical infrastructure aspects

� Too many details

� No explicit service paradigm

� Many diagrams = many models� ArchiMate works with views on one

model

Page 20: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

Transactionentry

Bill

creation

Financial ApplicationFinancial Application

Take out insurance

Receiverequest

Processrequest

Collectpremium

Requestinsurance

RequestInvoice

Classdiagram

Componentdiagram

Activity diagram

Refer detailed models to your ArchiMate models

Detailled models in UML, BPMN, also pay attention to the

relation to less formal modelling in Powerpoint and Visio

Detailled models in UML, BPMN, also pay attention to the

relation to less formal modelling in Powerpoint and Visio

Page 21: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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

Page 22: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Views on a shared model

Repository

P1 P2

A1 A2

S1

O1

D1 E1 F1

M1

A3

S2

A1 A2

S1

A3

S2

D1 E1 F1√√P2

√P1

A3A2A1

P2

A2

F1

S2

Page 23: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Events, Processes, Actors

� Participate in educational activity

� More detailed

3TU-student is aan-gemeld voor één of

meerdere activiteit(en)(Deel) producten

Activiteit is gevolgd

3TU-student wil een vorm van

begeleiding ontvangen

Voorbereiden activiteit

Volgen activiteit

Afronden activiteit

Maken opdrachten

Bewaken voortgang

Geven activiteit

Volgen activiteiten

3TU-student is aan-gemeld voor één of

meerdere activiteit(en) (Deel) producten

Activiteit is gevolgd

Voorbereiden activiteit

Volgen activiteit

Maken opdrachten

Begeleiden opvakinhoudelijk niveau

Geven activiteit

Samenwerkenaan activiteit

Activiteitspecifieke informatievoorziening

Volgen activiteiten

Oplevering (deel)product

Tijdstrigger

3TU-student wil een vorm van begeleiding ontvangen

Docent plant begeleidingsmoment

3TU-student heeft begeleiding ontvangen

LegendaVia:- ToekenningsrelatieNaar:- Bedrijfsactor

Student

Onderwijsondersteuning

Onderwijsmanagement

Docent

Page 24: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Examples views

Assessmentsystem

Assessmentservice

Acceptationsystem

AcceptationService

Registrationsysteem

Paymentsystem

Document InformationSystem

RegisterService

AcceptationInterface

Customer administrationsystem

Page 25: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Stakeholder specific visualisation

PaymentService

Customer administrationservice

DeclarationService

Accept andRegister claim

AcceptationService

Pay claim

Assessmentservice

Damagenotification

:-)customer

Assess claim

Acceptationsystem

Assessmentsystem

Customer administrationsystem

Messagingservice

ClaimFiles Service

Paymentsystem

MessageQueing

DBMS CICS

Mainframe

CustomerFile Service

NAS FileServer

Beoordelingssysteem

Klantbeheerapplicatie

Registratiesysteem

Document informatie service

Controle service

Acceptatiesysteem

Messagingservice

ClaimFiles Service

File Service

Data accessservice Customer

File Service

NAS FileServerDBMS

MessageQueing CICS

Mainframe

PolisService

PolismutatieService

SchadebetalingService

PremieService

DeclaratieService

Klant

Verzekerde

AccepterenRegistreren Beoordelen Uitbetalen

Behandelen claim

VerzekeraarKlantbeheerservice

RegistratieService

Beoordelingsservice

AcceptatieService

Page 26: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► The TOGAF Components

Page 27: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Deliverables and artifacts

Deliverable

Artifact

Catalog Matrix Diagram

CRMSystem

Home & Away Financial

Application

Home & Away Policy

Administration

Documentmanagement

system

Scanningservice

Customeradministration

service

Claimsadministration

service

Printingservice

Paymentservice

Register PayValuateAccept

Handle Claim

Page 28: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► ArchiMate 1.0 and purposed extensions

BusinessRole

BusinessActor

BusinessProcess

BusinessFunction

BusinessService

ApplicationService

InfrastructureService

ApplicationComponent

DataObject

Node

BusinessObject

Artifact

Value

Device

StakeholderPrinciple

ProjectProgramme DeliverableResult

Principle

Requirement

Goal

Assessment

ConcernBusiness

rule

Ext.Ext.

Page 29: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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

Page 30: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► ArchiMate and TOGAF’s guidelines and techniques

� Iteration

� Service paradigm

� Stakeholders

� Patterns

� Building Blocks

� Business Scenario’s

� GAP analyses

Prelim.

AArch.Vision

Reqs.Mgt.

EOpport.

& Solut.

GImpl.

Gov’ce

CInf. Syst.

Arch.

BBusiness

Arch.

DTechnol.

Arch.

FMigr.

Plann.

HArch. Ch.

Mgt.

ArchitectureContect Iteration

ArchitectureContect Iteration

ArchitectureGovernance

Iteration

ArchitectureGovernance

Iteration

ArchitectureDefinition

Iteration

TransactionPlanningIteration

TransactionPlanningIteration

Applying iteration to the ADM

TOGAF, ArchiMateand SOAs

Architecture patternsGap analysis

Page 31: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► The ADM and ArchiMate

Technology

layer

Application

layer

Business

layer

Information Behaviour Structure

Page 32: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Case study: Models throughout the ADM

CFO

Costeffectiveness

Reusable IT services

User

Ease ofuse

Uniform user interface

Flexibility

Servicedepartment

AcceptRegister PayValuate

Handle Claim

DamageOccured

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

Premiumcollection

Claimpayment

ArchiSurance back-office system

Document management system

ArchiSuranceCustomer Relations Management system

Call centerapplication

Web portal

Claim Form

Customer File

Damage ClaimInsurance Policy

Customer

InsuranceRequest

Legal aid Insurance Policy

Liability Insurance Policy

Travel Insurance Policy

Car Insurance Policy HomeInsurance Policy

Customer FileData

Damage ClaimData

Insurance PolicyData

Insurance RequestData

ArchiSurancebackoffice

back-up server

ArchiSurancebackoffice

server

ArchiSurancebackofficeapplication

Web server

Webportal

Genericapplication server

DMSapplication

CRMapplication

Callcenter

application

ArchiSuranceLAN

Transition Architecture A:

Single CRM system,multiple backoffice systems

Transition Architecture B:

Multiple CRM systems,single backoffice system

BaselineArchitecture

TargetArchitecture

Primacy ofprinciples

Maximize benefitto the enterprise

Information managementis everybody's business

Businesscontinuity

Common use ofapplications

Compliancewith law

IT responsibility

Protection ofintellectual property

Business principlesData is an

asset

Data isshared

Data isaccessible

Datatrustee

Common vocabularyand data definition

Datasecurity

Data principles

Technologyindependence

Ease ofuse

Application principles

Requirements-basedchange

Responsive changemanagement

Control technicaldiversity

Interoperability

Technology principles

Primacy ofprinciples

Maximize benefitto the enterprise

Information managementis everybody's business

Businesscontinuity

Common use ofapplications

Compliancewith law

IT responsibility

Protection ofintellectual property

Business principlesData is an

asset

Data isshared

Data isaccessible

Datatrustee

Common vocabularyand data definition

Datasecurity

Data principles

Technologyindependence

Ease ofuse

Application principles

Requirements-basedchange

Responsive changemanagement

Control technicaldiversity

Interoperability

Technology principles

Project A

Integration ofCRM systems

TransitionArchitecture A

BaselineArchitecture

Page 33: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Case study introduction: ArchiSurance

Page 34: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► ArchiSurance: a 3-company merger

ArchiSurance Home &Travel insurances

PRO-FIT Car

insurances

LegallyYours Legal

Aid insurances

The “new”ArchiSurance

Page 35: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Structure of the new company

Front-office

Home & Away back-office

Car back-office

Legal Aid back-office

Page 36: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Main IT systems of ArchiSurance

MaintainingCustomer &

IntermediaryRelations

ClaimHandling

Contracting

DocumentProcessing

LiabilityInsurance

CarInsurance

TravelInsurance

HomeInsurance

Legal AidInsurance

Web portal

Call center application

Customer relationship management system

Home & AwayPolicy administration

Legal Aidbackofficesystem

Legal AidCRM

Document management system

Home & AwayFinancial application

BusinessFunctions

Products

FinancialHandling

Car insurance application

Page 37: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Proposed change

� Develop a single back-office system (for policy administration and financial handling) to be used by the three back-offices.

� This system will eventually replace:

� The Policy administration system and Financial application of the Home

& Away back-office

� The Car insurance application of the Car back-office

� The Legal aid back-office system

� The separate CRM system of Legal Aid will also disappear

Maintaining

Customer &Intermediary

Relations

ClaimHandling

Contracting

Document

Processing

LiabilityInsurance

CarInsurance

TravelInsurance

HomeInsurance

Legal AidInsuranceWeb portal

Call center application

Customer relationship management system

Home & Away

Policy administration Legal Aid

back

officesystem

Legal AidCRM

Document management system

Home & Away

Financial application

Business

Functions

Products

FinancialHandling

Car insurance

application

Maintaining

Customer &Intermediary

Relations

ClaimHandling

Contracting

Document

Processing

LiabilityInsurance

CarInsurance

TravelInsurance

HomeInsurance

Legal AidInsuranceWeb portal

Call center application

Customer relationship management system

Home & Away

Policy administration Legal Aid

back

officesystem

Legal AidCRM

Document management system

Home & Away

Financial application

Business

Functions

Products

FinancialHandling

Car insurance

applicationArchiSurance

back-office system

ArchiSurance CRM system

Page 38: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Architecture principles

Primacy ofprinciples

Maximize benefitto the enterprise

Information managementis everybody's business

Businesscontinuity

Common use ofapplications

Compliancewith law

IT responsibility

Protection ofintellectual property

Business principlesData is an

asset

Data isshared

Data isaccessible

Datatrustee

Common vocabularyand data definition

Datasecurity

Data principles

Technologyindependence

Ease ofuse

Application principles

Requirements-basedchange

Responsive changemanagement

Control technicaldiversity

Interoperability

Technology principles

Primacy ofprinciples

Maximize benefitto the enterprise

Information managementis everybody's business

Businesscontinuity

Common use ofapplications

Compliancewith law

IT responsibility

Protection ofintellectual property

Business principlesData is an

asset

Data isshared

Data isaccessible

Datatrustee

Common vocabularyand data definition

Datasecurity

Data principles

Technologyindependence

Ease ofuse

Application principles

Requirements-basedchange

Responsive changemanagement

Control technicaldiversity

Interoperability

Technology principles

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Ext.Ext.

Page 39: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

►Stakeholders, concerns and business goals

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

CFO

Cost-effectiveness

ReusableIT services

User

Ease ofuse

Uniformuser interface

Flexibility

Servicedepartment

Ext.Ext.

Page 40: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Architecture Vision

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 41: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

►Baseline & target Business Architecture: Business Roles & Functions

Customer

Customer's Bank

AssetManagement

ClaimsHandling

Contracting

FinancialHandling

MaintainingCustomerRelations

MaintainingIntermediary

Relations

customerinformation

contractinfo

money

contractinfo.

assetinfo

Insurer

Intermediary

ProductInformationCustomerInformation

cust.info

productinfo.

claims

insuranceinfo

claiminfo

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 42: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

►Baseline & target Business Architecture: Business Processes

AcceptRegister PayValuate

Handle Claim

DamageOccured

CreateContract

FormaliseRequest

Check and Sign Contract

Close Contract

Request forInsurance

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Insurancepolicy

Page 43: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Baseline application architecture

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

Home & Awaypolicy administration

Premiumcollection

Claimpayment

Home & Awayfinancial application

Claimdata mgt.

Policydata mgt.

Claimpayment

Premiumcollection

Car insuranceapplication

Claimdata mgt.

Policydata mgt.

Premiumcollection

Claimpayment

Legal aidback-office system

Document management system

Customer Relations Management system

Call centerapplication

Legal Aid CRM system

Web portal

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 44: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

Premiumcollection

Claimpayment

ArchiSurance back-office system

Document management system

ArchiSuranceCustomer Relations Management system

Call centerapplication

Web portal

Target application architecture

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 45: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Gap analysis application architecture

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

ArchiSuranceback-office system

Premiumcollection

Claimpayment

Home & Awayfin. application

Claimdata mgt.

Policydata mgt.

Claimpayment

Premiumcollection

Car insuranceapplication

Claimdata mgt.

Policydata mgt.

Premiumcollection

Claimpayment

Legal aidback-office system

Document management system

ArchiSuranceCustomer Relations Management system

Call centerapplication

Legal Aid CRM system

Web portal

both in Baseline and Target application architecture

only in Baseline application architecture

other parent

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 46: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Business-application alignment

DamageOccured AcceptRegister PayValuate

Handle Claim

ArchiSuranceback-office

system

Call centerapplication

Documentmanagement

system

Acceptcall

Storedocument

Registerclaim

Enterassessment

Calculateamount

Pay

(Fragment, for the target architecture)

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 47: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Baseline & target data architecture

Claim Form

Customer File

Damage ClaimInsurance Policy

Customer

InsuranceRequest

Legal aid Insurance Policy

Liability Insurance Policy

Travel Insurance Policy

Car Insurance Policy HomeInsurance Policy

Customer FileData

Damage ClaimData

Insurance PolicyData

Insurance RequestData

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 48: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Baseline technology architecture

Home & Awayapplication server

Carapplication server

Legal aidapplication server

Legal aidbackofficeapplication

Legal aidCRM

application

Home & Awaypolicy admin.

Home & Awayfinancial app.

Carinsuranceapplication

Web server

Webportal

Genericapplication server

DMSapplication

CRMapplication

Callcenter

application

ArchiSuranceLAN

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 49: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Target technology architecture

ArchiSurancebackoffice

back-up server

ArchiSurancebackoffice

server

ArchiSurancebackofficeapplication

Web server

Webportal

Genericapplication server

DMSapplication

CRMapplication

Callcenter

application

ArchiSuranceLAN

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 50: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Gap analysis technology architecture

Home & Awayapplication server

ArchiSurancebackoffice

server

ArchiSurancebackofficeapplication

Legal aidCRM

application

Home & Awaypolicy admin.

Home & Awayfinancial app.

Carinsuranceapplication

Web server

Webportal

Genericapplication server

DMSapplication

CRMapplication

Callcenter

application

ArchiSuranceLAN

Carapplication server

ArchiSurancebackoffice

back-up server

both in Baseline and Target application architecture

only in Baseline application architecture

only in Target application architecture

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 51: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Application-technology alignment

ArchiSurancebackofficeapplication

Webportal

DMSapplication

CRMapplication

Callcenter

application

ArchiSuranceback-office

system

Documentmanagement

system

ArchiSuranceCRM

system

Call centerapplication

Webportal

(For the target architecture)

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 52: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Transition architectures

Transition Architecture A:

Single CRM system,multiple backoffice systems

Transition Architecture B:

Multiple CRM systems,single backoffice system

BaselineArchitecture

TargetArchitecture

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

ArchiSuranceback-office

systemPremiumcollection

Claimpayment

Home & Awayfin. application

Claimdata mgt.

Policydata mgt.

Claimpayment

Premiumcollection

Car insuranceapplication

Claimdata mgt.

Policydata mgt.

Premiumcollection

Claimpayment

Legal aidback-office system

Documentmanagement

system

ArchiSuranceCRM

system

Call centerapplication

Webportal

Call centerapplication

Webportal

ArchiSuranceCRM

system

Documentmanagement

system

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

Premiumcollection

Claimpayment

ArchiSuranceback-office

system

Legal AidCRM system

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

ArchiSuranceback-office

systemPremiumcollection

Claimpayment

Home & Awayfin. application

Claimdata mgt.

Policydata mgt.

Claimpayment

Premiumcollection

Car insuranceapplication

Claimdata mgt.

Policydata mgt.

Premiumcollection

Claimpayment

Legal aidback-office system

Documentmanagement

system

ArchiSuranceCRM

system

Call centerapplication

Legal AidCRM system

Webportal

Claimdata mgt.

Policydata mgt.

Riskassess-

ment

Premiumcollection

Claimpayment

ArchiSuranceback-office

system

Documentmanagement

system

ArchiSuranceCRM

system

Call centerapplication

Webportal

Ext.Ext.

Page 53: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Projects

Project A

Integration ofCRM systems

Project B

Integration ofback-office systems

TransitionArchitecture A

BaselineArchitecture

TargetArchitecture

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Ext.Ext.

Page 54: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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.

A

Reqs.Mgt.

E

G C

B

DF

H

Page 55: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Requirements modelling

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

On-line portfolio management

Enableclaim handling

Enable buyinginsurances Enable premium

payments

Provide on-lineinformation

Buyinsurance

Apply forinsurance

Handleapplication

Receivecontract

Createcontract

<<include>><<include>>

Ext.Ext.

Page 56: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► Requirements traceability

Decrease of personnelbudget

IntroduceSOA paradigm

Leavingcustomers

Lack ofinsight

Profit Customersatisfaction

Service & ITdepartment

Innovation

Senior management

Droppedsales

On-line portfolio management

Increase sales Increase

customersatisfaction

Increaseinsight

Bad portfoliomanagement

Improveportfolio

management

Enableclaim handling

Enable buyinginsurances Enable premium

payments

Lack of SOAknowledge

Acquire SOAKnowledge

Use on-lineservices

Budget

Provide on-lineinformation

Buyinsurance

Buy insuranceservice

Buy insuranceprocessApply for

insurance

Handleapplication

Contract creationservice

Receivecontract

Createcontract

Application assessmentservice

<<include>><<include>>

Decrease of personnelbudget

IntroduceSOA paradigm

Leavingcustomers

Lack ofinsight

Profit Customersatisfaction

Service & ITdepartment

Innovation

Senior management

Droppedsales

On-line portfolio management

Increase sales Increase

customersatisfaction

Increaseinsight

Bad portfoliomanagement

Improveportfolio

management

Enableclaim handling

Enable buyinginsurances Enable premium

payments

Lack of SOAknowledge

Acquire SOAKnowledge

Use on-lineservices

Budget

Provide on-lineinformation

Buyinsurance

Buy insuranceservice

Buy insuranceprocessApply for

insurance

Handleapplication

Contract creationservice

Receivecontract

Createcontract

Application assessmentservice

<<include>><<include>>

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Ext.Ext.

Page 57: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► TOGAF and ArchiMate

� Supported by ArchiMate:

� Business architecture

� Application architecture

� Data architecture

� Technology architecture

� Transition architectures

� With proposed extensions:

� Architecture principles

� Stakeholders, concerns and business goals

� Projects and deliverables

� Requirements

Prelim.

A

Reqs.Mgt.

E

G C

B

DF

H

Ext.Ext.

Page 58: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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 10TOGAF 9 + ArchiMate 1 = Value 10

Page 59: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► (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

Page 60: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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

Page 61: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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

Page 62: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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

Page 63: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► 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

Page 64: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

► More information…

� The Open Group www.opengroup.org

� ArchiMatewww.opengroup.org/archimatewww.archimate.org

� TOGAF 9 http://www.opengroup.org/architecture/togaf9-doc/arch/

� ArchiMate 1.0http://www.opengroup.org/archimate/doc/ts_archimate/

Page 65: ArchiMate : Adding value to TOGAF™ - Open Grouparchive.opengroup.org/public/member/proceedings/q110/...Transition Architecture B: Multiple CRM systems, single backoffice system Baseline

Thank you!

Remco Blom

EA consultant BiZZdesign

[email protected]

+31648980078http://www.bizzdesign.com