Case experiences using ArchiMate. Remco Blom

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1 Case experiences using ArchiMate Remco Blom

2 Agenda Why ArchiMate? ArchiMate in financial services ArchiMate in Higher Education ArchiMate in Public sector

3 Thinking of enterprises Why ArchiMate?

4 Carthography Google Earth Building View Google Earth Stad View

5 Enterprise Cartography My management perspective Problem: To manage enterprise landscapes there is no language available Google Earth Stad View Google Earth Building Translating the View requirement implementation bridge with UML Business Manager Solution Architect Enterprise Architecture Management

6 Transactie (Applicatie) Laag Export gegevens Importgegevens CRM Planning CRM Strategie SAS ACBE Import Script Assyst ACBE import Script SAS ACBE importgegevens BGS ACBE importgegevens Assyst ACBE importgegevens Productie Strategie Product Planning Beleid belegging en winstdeling ACBE exportgegevens Orca2 ACBE Import Script DBBUDNST ACBE import script Wasstraat ACBE import script Wasstraat ACBE importgegevens DBBUDNST ACBE importgegevens (provisie) DBBUDNST ACBE importgegevens (SER) Markt planning Krediet en risico management Klant portfolio en analyse Acceptatie beleid Inzet planning Beleggingsstrategie Orca2 ACBE importgegevens Orca2 Wasstraat export gegevens Orca2 Neon exportgegevens Wasstraat Orca2 importgegevens 01. Customer Care (1. Relatie management) 02. Manage product portfolio (2. Product Management) 03. Advise and Sell (3. Advies verkoop en behoud) 04. Perform Underwriting (4. Verzekeren in de boeken nemen van nieuwe productie incl. verhoging) 05. Manage portfolio of policies (5. Overeenkomst administratie en services) 08. Manage Delivery (8. Uitkeren) 06. Billing & Customers Care (6. Facturering en incasso) 07. Manage Assets (7. Asset Management) Neon Orca2 importgegevens Uitvoeren actuariele ondersteuning Uitvoeren juridische ondersteuning DBBUNST Tussenpersoon Interne controle en audits Herverzekeren Uitvoeren fiscale ondersteuning Siebel Wasstraat importgegevens Uitvoeren financiele administratie, rapportage en controlling Siebel exportgegevens Siebel AFM importgegevens HRM Uitvoeren inkoop Uitvoeren facilitaire ondersteuning Verzorgen interne en externe communicatie Ontwikkelen, exploiteren en beheren informatievoorziening Finally ArchiMate? Bedrijfsservices Bedrijfsfunctie Model Zwitserleven Management en Strategie Active Primair Community Secundair Vendor Neutral Tertiair Bedrijfsprocessen Applicatie Services Stam relatie gegevensbeheer voor natuurlijke personen en netwerken Stam relatie gegevensbeheer voor rechtspersonen en netwerken Presentatie Laag ACBE stamgegevens beheer ACBE verbandsrolbeheer ACBE tussenpersoon beheer ACBE provisiebeheer ACBE relatiebeheer ACBE historie raadplegen Connecting ACBE organisatiebeheer ACBE productbeheer domains ACBE BGS ACBE Schermen BGS ACBE ACBE extractie import Integratie Laag inclusief data uitwisseling Orca2 schermen Orca2 relatierol beheer Orca2 verbandsrol beheer Orca2 organisatie beheer Orca2 relatiebeheer Orca2 Orca2 Neon export Orca2 Wasstraat export Orca2 ACBE import Neon Orca2 import script Orca2 AO-historie beheer Orca2 Standaardiseren en ontdubbelen Orca2 authorisatie beheer TPL TPL Neon relatie import Wasstraat Wasstraat Eurolife import TPC Neon relatie import TPC Zodiac DBBUDNST Zodiac klanten DBBUDNST Zodiac ZDS export beheer Tussenpersoon raadplegen Zodiac tussenpersoon raadpleging DBBUDNST Zodiac ZMO export ACBE import Am I served with ArchiMate to manage DBBUDNST Tussen persoon gegevens Neon Fisys exportgegevens enterprise landscapes? Neon Middleware Siebel Wasstraat import script Wasstraat TPL import Neon Fisys export Neon TPL import Neon TPC export Siebel Schermen Siebel organisatiebeheer Siebel betaalkanaal beheer Siebel relatie raadplegen Siebel Abonnement beheer Siebel bedrijf raadplegen Siebel verkoopkansbeheer Siebel Verbandsrol beheer Siebel Offerte beheren Siebel Siebel AFM Siebel GBA import import Siebel Wasstraat Siebel SAS import export Siebel communicatiekanaal beheer Siebel serviceaanvraag beheer Siebel campagne beheer Siebel activiteiten beheer EuroLife Siebel AFM register raadplegen Coda BGS ACBE import script Wasstraat Orca2 import script Wasstraat Orca2 import Neon CPM export Neon TPL export Neon Fisys import Siebel AFM import script Wasstraat ACBE import Neon Orca2 import Neon TPC import Fisys Neon import script Infrastructuur Services Progress DB Service Infrastructuur!! Progress Node!! HP UX Progress DB Server DB ACBE Easy to serve UX Scripting Service Oracle 8i DB Service Network Drive stakeholders HP UX Unix Script File DB Orca2 DB Assyst DB SAS DB BGS DB BUDNST DB Siebel Oracle 8i Database Oracle Storage Node HP Itanium DB TPL DB TPC DB Wasstraat DB Coda Enterprise Architecture Management Oracle 10 DB Service DB Zodiac Emerging as world Oracle 10 Database DB Eurolife standard 6

7 The ArchiMate Language High-level modelling within a domain ArchiMate language Basis for visualisations modelling relations between domains Relate to standards Basis for analyses

8 Business Language summary Representation Business service Business object Business process Business interface Business role Business actor Application Data object Application service Application function Application interface Application component Technology Artifact Infrastructure service System software Infrastructure interface Node Network

9 S1 Views on a shared model S2 P2 A1 A2 A3 S2 A2 A1 A2 A3 D1 E1 F1 F1 P1 P2 M1 P1 P2 O1 S1 S2 A1 A2 A3 Repository D1 E1 F1

10 Generate views

11 "Consistent EA modelling with ArchiMate helps us to get grip on the major challenges we are facing." ArchiMate in financial services: Achmea

12 Agenda Business profile Changes in the market and in IT Answer and approach Lessons learned

13 Business Profile Insurance Company all risk, all care insurance company revenue in 2007 of million euro > employees Result of many mergers From fleet-strategy towards an integrationstrategy

14 Complex? > 15 brands > 150 products and services > 250 business processes > 1750 business applications Enterprise Architecture is a key strategic instrument to manage change in business and IT

15 Challenges Application portfolio rationalization and standardization Unbundle distribution and production (in processes and applications) Improve business IT alignment Improve application infrastructure alignment Credit crisis puts the pressure on!!

16 EA Methods Framework Novius Process DYA Language ArchiMate

17 Why ArchiMate? Modelling in Excel, Visio, Powerpoint etc. No reuse Ambiguity Hard to analyze Adhering to open standards, without vendor lock-in Ease of use, low complexity, step-by-step growth in advanced use Consistent modelling and maintenance Possibility to generate views for stakeholders Answering impact of change questions

18 Implementation Education: 2 day training for 50 architects Started modelling technical infrastructure at central IT dept. Application layer (central and in the divisions) Processes (in the divisions) Models in a central repository share knowledge integration of the models generating views creating analyses

19 Process models Verzekeringsbehoefte zakelijk Opmaken en verzenden Output Verzekeringsbehoefte Zorg Zakelijk Orienteren verzekeringsmarkt Verkopen zakelijk zorg Administreren contract zakelijk zorg Financieel afhandelen Zorgproces Informatieverzoek product zakelijk zorg Offerteaanvraag zakelijk zorg Ingevuld Aanvraagformulier/ getekende offerte Verwerken inkomende communicatie Beantwoorden vragen product zakelijk zorg Controleren & Accepteren aanvraag zakelijk zorg Beeindiging contract zakelijk zorg Vaststellen beeindiging Periodieke afspraak Bezoeken zakelijke relatie Onderhandelen contract zakelijk zorg Maken offerte zakelijk zorg

20 Applications delivering services, used- Klant en herkenning by business function Interactielaag Portal service Berekenen premie Premie berekeningsservice IO-Portal Transactielaag Premiegegevens raadpleegservice Raadplegen polisgegevens auto naw controleservice Auto gegevensservice Wat kochten anderen service Tijdelijke aanbieding raadpleegservice FSO FRB RDC CMS

21 Technical infrastructure Applicatiecomponent Applicatiecomponent Infrastructuurservice Infrastructuurservice (2) Infrastructuurservice (3) G.J2EE_WP_E.P.001 WPS T.WAS_5 T.WP_5 T.LWWCM G.DB2_D_SYS_P.P.001 T.DB2_8 Risk analyses: on what infrastructure is my application depending? WPS T.WP_5 G.J2EE_WP_E.P.001 T.WAS_5 T.LWWCM Infrastructuurservice (2) Infrastructuurservice Infrastructuurservice (2) G.LDAP.P.001 Infrastructuurservice (4) G.LAN_DC.P G.AIX_SYS_P.P_APP.001 G.LDAP.P.001 T.TDS_6 T.DB2_8 TE G.LAN_DC.P has performance issues. What is influenced? T.AIX_5 SYS_P T.TDS_6 T.DB2_8

22 Lessons learned Overcome the not invented here syndrome Focus the architecture teams on delivering value rather than talking about methods and tools. Pilot tools to create real-life experience and work on a succes story Create your own sub-set of the metamodel (justenough, just-in-time) Train people in language and tool Integrate modelling in project start-up using the Project-Start-Architecture

23 ArchiMate in Public Sector Towards integration of EA processes, products and models

24 Agenda Business profile Changes in the market and in IT Answer and approach Lessons learned

25 Business profile Tax and Customs Administration No. employees: Incoming Tax: 134,941,000,000.- No. applications: No. projects: No. Architects:+- 100

26 Changes in the organisation, market and IT New legal tasks besides the traditional tax gathering Transformation from act-oriented to process- and client-oriented organisation High complexity affects ability to change Long tradition of modelling In about all domains For different goals and stakeholders Not integrated

27 Answers and approach Need for well integrated models on high level To provide insight and overview Make models analyzable Learned about ArchiMate project Started using visio-stencils, powerpoint etc. and trial versions of dedicated tools In 2008 selected a tool and enterprise wide roll-out

28 Hierarchic View of Business functions

29 Information model: Business objects

30 Processes and used applications as graphical composition Binnenbrengen Invoer DIVA Fysiek toezicht Chemiekrt Uitvoer TUT Vervoer ECN CCN/CSI Uitgaan VUP Accijnsgoederen vervoer EMCS Koeriers Sagitta Tarieven DFC Transit MMC Inning Douane PRISMA Douane Heffing KWWM Sagitta Uitvoer Poort EDI (MOS) Sagitta binnen brengen Sagitta invoer GR. Parrot Poort EDI (MOS) Inning Douane IER ORG ORG ORG ORG KIS KIS TGS KIS KIS KIS

31 Lessons learned (and still learning) ArchiMate makes it easier to communicate with architects over domain boundaries and from architect to designer Discussion on where EA ends and detailed design starts? Was always there, but comes on the surface now Integration with the EA-process and standardization of (some) EA products is key If you don t know the views, you don t know what to model! Standardizing the language for EA can be an major chance for the individual architect Less/More formal Less/More detailed Focus changes from modelling one-time views to information gathering, model in a shared environment and generate views

32 ArchiMate in Higher Education "SURF stimulates and supports the use of ArchiMate in higher education in the Netherlands."

33 Agenda Business profile Changes in the market and in IT Answer and approach Lessons learned

34 About SURF Collaborative organisation for HE institutions and research institutes aimed at breakthrough innovations in ICT. SURF provides the foundation for the excellence of higher education and research in the Netherlands. Founded in 1987 Currently over 60 institutions

35 Changes Growing demand for collaboration in the HE sector. Expanding mandate from the technical infrastructure into the information infrastructure of the higher educational institutes. Central in this strategy is the adoption of a services approach and the promotion of EA best practices among its members. Expected benefits: more transparent information services flexibility in creating a personalized learning and working environment reducing the number of duplicate functionalities and dedicated system interfaces; cooperation between educational institutes and with other sectors

36 Why ArchiMate Holistic approach (not just technical) Open standard Services as central concept Well supported SURF stimulates and supports the use of ArchiMate in higher education in the Netherlands to improve the exchange and re-use of information and the cooperation between institutes.

37 Approach Architects and information managers (considered to be mediators ) Other target groups: senior management,functional system owners, ICT professionals Activities for architects and IM s Training sessions in EA, ArchiMate and EA-tooling Facilitate the exchange of best practices through meetings and an on-line community. Supports sharing of existing architecture studies and models between institutions through a Community of Practise. Negotiating low-cost software licenses for EA tools.

38 SURF participates in innovative EA projects together with HE institutes E-Framework for Education and Research (http://www.e-framework.org) Provides information to institutions on investing in and using information technology infrastructure. service-oriented approaches to facilitate technical interoperability of core infrastructure as well as effective use of available funding. With partners in Australia, New Zealand and the UK. SANS: (http://www.sans-info.nl) 5 HE s selected and implement one student information system 3TU federation (http://www.3tu.nl) 3 Dutch technical universities are integrating their existing application landscapes based on SOA principles, to provide a federative learning and working environment

39 Towards a Federated Learning Environment for Three Dutch Universities Standardize communication about EA in HE sector From vision to models, from models to realization! Stream: EA in Government and the Public Sector Bert van Zomeren, University Information Officier, Delft University of Technology, Netherlands

40 Processes and color for related actor

41 Results: Application Services Volgen activiteiten 3TU-student is aangemeld voor één of meerdere activiteit(en) Voorbereiden activiteit Geven activiteit Volgen activiteit Bewaken voortgang Maken opdrachten Afronden activiteit Activiteit is gevolgd (Deel) producten 3TU-student wil een vorm van begeleiding ontvangen Agenda bewerkservice Onderwijscontent raadpleegservice Volgen activiteit Agenda raadpleegservice Feedback raadpleegservice Groep raadpleegservice Informatie over deelnemers raadpleegservice Onderwijscontent bewerkservice Onderwijscontent creëerservice Geven activiteit Onderwijscontent raadpleegservice Agenda bewerkservice Onderwijscontent publiceerservice Onderwijscontent selectieservice Agenda raadpleegservice

42 Some lessons learned Processes and services can be understood and modeled using ArchiMate Training in ArchiMate and tooling is required to fully benefit Model is used to build a working Learning Environment based on SOA

43 Conclusions

44 ArchiMate is useful Closes the gap between free-format strategy models and detailed solutions architecture models Enhances communication Makes models analyzable Can be the basis for more detailed modelling Well supported by tools and service-providers

45 ArchiMate is a start- not an endpoint Think big, start small There are many possible concepts and relations; Select and learn; Training is required to fully benefit Implementing ArchiMate means a change in how architects work. Takes time Communication

46 Modelling efforts should be integrated With the EA process TOGAF ADM or any other With EA governance Validate the models With other modelling efforts Process modelling Software modelling Define products and roles