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Use Cases

Business Use cases versus System Use Cases

  • 2009-03-012018-04-22
  • by Charles

Abstract

Use-cases are very widely used as the basic concept for specifying requirements of commercial information systems. However, one area that causes problems is distinguishing between “Business” and “System” Use Cases. The aim of this article is to shed some light on this issue by highlighting the differences between the two, and proposing a diagrammatic way of showing how they are related. This is illustrated using a more detailed and meaningful example than is used many introductory texts.

We have taken what were previously three separate papers and joined them into one long paper.

Download

This paper is freely available here in the All 3 Business vs. System Use Cases v1.9.pdf

AgileEA Process

AgileEA Scrum based planning process

  • 2008-04-202018-05-03
  • by Charles

Abstract

Using the concept of SCRUM from the software development world, we modified it to suit the daily life of the Enterpise Architect in an Enterprise Architecture practice. This paper describes the concepts around the idea.

This paper was done in a rush and needs refinement, so please excuse it in some areas, but the point was to get the concept across quickly.

Download

AEA SCRUM based EA Planning Process

Enterprise Architecture

Changing The Culture – Enterprise Architecture Systems

  • 2008-07-312018-05-03
  • by Charles

Abstract

Could you imagine running a medium to large financial department in a business using only spreadsheets instead of a proper Accounting system in this day and age? Hardly.

As a practicing Enterprise Architect it never ceases to amaze me at how everyone can see the need for an Accounting System within an Enterprise, no matter the size of the company, but by and large completely fail to recognise the need or benefits of an Enterprise Architecture System. Is it because Accounting systems have become the norm and are embedded in the culture of the way we do business?

This paper compares the two items to see how far apart they really are, and help swing the culture of business towards “accounting” for the architecture of the enterprise as part of the norm.

Download

ChangingTheCulture-EnterpriseArchitectureSystems-V0.03.pdf

Modelling

The perceived lack of business value of visual models

  • 2014-07-232018-05-03
  • by Charles

Why is the apparent business value not found in visual modeling?

Maybe it varies between countries and cultures, but it appears to me from my personal viewpoint, experience and in reading forums that many people, the vast majority, do not seem to find much if any business value in Enterprise Architecture visual models done in formal notations such as Archimate, BPMN, UML and the like, be that for Software Development projects or proper Enterprise Architecture. Besides the usual explanation of a picture paints a 1000 words and is therefore valuable, it is difficult to understand why this is the case? I have some ideas why this is the case but I’d be interested to hear other peoples views on this.

I am also specifically more interested in True “Enterprise” centric Enterprise Architecture, not the dumbed-down IT centric view of a sub-set of EA that is all pervasive at the moment. I am less concerned about the detailed software development models than the enterprise architecture level models, however there is an intersection between what data and applications are implemented in the organisation and the proejcts that implement them.

My ideas as to why visual models have lost favour

I am exploring this concept and have a few ideas as to why this change has happened and why I think it might still change back again somewhat, until we reach a happy medium somewhere in the middle.

Waterfall software development moved to a more agile and adaptive way of working.

  • Visual modeling was seen as a blocker to making quick progress in development projects and therefore largely thrown out, with the exception of a few quick whiteboard models as a means to an end.
  • In the 1990’s – 1998’s when case tools were all the rage, people found value in visual models, for a period of time.
  • Then later too with Grady Booch & Rumbaugh, et al, in the early 2000’s with the Unified Process, RUP and UML (with its Use Cases, Class diagrams, etc.).
  • But since then as the more adaptive software development methods have come into play, some of the benefits it seems, like the baby have been thrown out with the bathwater. I understand why, but I have a potential solution to that.

The internet with eCommerce and Y2K came along and disrupted the way IT departments were beginning to work.

  • I know, I tried to introduce Enterprise Architecture concepts of Vision, mission, goals, objectives, strategy and capability models in a dot.com in 1999/2001 and failed miserably because nobody had time for such thinking, it was all Do or Die, Do Do Do, get to market, we are too immature to be doing all that big company stuff, Just do it!
  • Likewise Enterprise Architecture seemed to also be put on the back-burner between 1998 and 2007 for the same disruptive reasons of the internet coming of age.
  • This distracted everyone for a decade until we all got used to www….com’s and integrated this all into the traditional IT.

Finally, because when most people look at a visual model, all they see it as a stand-alone disconnected piece of information, not as a part of a larger whole, which if it came out of a joined up logically connected repository with a suitable meta-model behind it might not be so disconnected and stand-alone.

  • People are so used to seeing Visio & PowerPoint diagrams, that there is no concept of and underlying database of information that joins all these concepts together. Many have never experienced some of the tooling that is possible, and if they are shown it, it simply does resonate very well.
  • Ironic because the CxO’s understand ERP, and realise we cannot run large organisations on Financial spreadsheets anymore, but are happy to run the IT department and more particularly Architecture on spreadsheets, PowerPoints or collections of files in a CMS like SharePoint.

How big upfront design concepts and modeling got stopped

The logic of why Big upfront design got thrown out I do not question, mainly because by not delivering working software which is the primary goal of any delivery project, makes sense. However what we are now left with is years of “working” software (even the “working” aspects are sometimes questionable) without any reasonable documentation or architecture to explain what we have.  Sure sometimes people write comments in the code, and other times fill out the wiki, but it never seems to be overly reliable or up to date, or is that just the case where I’ve worked?

But of more concern to me is the lack of backing business documentation about the original business and product architecture, which is even more of an issue when it comes to making changes to the original systems. So now when change comes, we do not have a baseline to work from, nor do we have too much of a systems architecture outside of the architects heads.

So when we have to make enhancements, there is very little context for people who are new on the team, or who did not live through the original project experience. Not only from documentation of what architecture exists currently that needs to be enhanced, but also the architecture of the explicit deltas of what we need to change are difficult to ascertain. This is where the business value of good models begin to make more sense. If we had some of this in place, then the changes would be quicker and easier to implement, and avoid the introduction of new changes that could break the original intention of the systems functionality.

So how do we regain the business value?

The problem then is if we do not build these models during the development, when would be build these models? if we leave it too late, people have moved on and also it takes time to gather this valuable information and be accurate. Answer: We need some Cartographers to chart our systems, while the Scouts are out doing the development and transformation changes, just like in the old days.

An analogy between visual models and the great maritime navigators of old using cartographers & scouts

Taking directly out of a AEA forum discussion Roderick Lim Banda shared this great analogy: “The one analogy I developed and continually use when engaging in AEA or EA as a whole is that of a navigator. In the days when the world was chartered by sea and reliant on navigators to both map and guide explorers, one could think of navigation in two distinct forms. There was a cartographer who would map and observe and guide Captains and there was the scout that would lead inland explorations. The latter would be part of the journey much like the “embedded journalists” of CNN that changed the nature of television news. But the trade off decisions made by the scout were critical and required that “quick of your feet” type of agility using knowledge and experience.

Today, many EA practitioners find they have to transition between Cartographer-Scout Navigation and this is why AEA matters if EA is to matter at all. As time passes, there is less to map but the journey and trade-offs are constant. And with scouts, all skills (human and technical) remain relevant – upon which survival against risk is dependent.”

Separation of Tactical and Strategic work during software development / EA development

So using the above analogy, there ought to be a separation of concerns and roles to optimise both delivery on its own delivery lifecycle and strategy on its own business-as-usual cycle as shown in the archimate diagram below. This means that we still get to gather the strategic information about the company, as well as not hold up development and delivery by causing extra modeling work to be done by the team. The Cartographer should do that part at any convenient point and do it regularly so that it is kept reasonably up to date.

I am only talking about information harvesting from Projects to the EA central repository here, not about the knowledge flowing in the other direction (from EA repository to Project), which is all about Governance and optimising Project level designs in the best interest and context of the organisation. That is a separate and relevant discussion not impacted by this concept, in fact it enhances this aspect because there is more collaboration and a deeper understanding of the facts between the parties.

Cartographer Vs Scout Roles

So how does all this enhance the business value of visual models?

Well, because it means that the information is gathered and captured into a central EA repository, consistently and therefore kept current and relevant for all elements in the enterprise portfolio.

Here we assume the use of a proper EA tool not a spreadsheet or visio diagram, unless it has an underlying central repository that is keep up-to-date. This means that any diagram is captured into or derived from the basis of a queryable set of related underlying information. This then gives the ability to do impact analysis, highlight traceability, keep records of architectural information (just like an ERP system does for the other parts of the business) – both in diagrammatic format as well as in textual database formats.

Finally some interesting information

As I was finishing this blog, I got a tweet about the visual impact in marketing, which shows some interesting facts about how people perceive graphics over text. Why then is this not the case for models in companies? Or is its day yet to come?

http://blog.bufferapp.com/infographics-visual-content-marketing

Better still this blog should have been a Video Comic based presentation. Maybe I’ll find the time to do that instead. 🙂

 

References

http://en.wikipedia.org/wiki/List_of_cartographers

http://en.wikipedia.org/wiki/List_of_maritime_explorers

http://en.wikipedia.org/wiki/James_Cook

Strategy

EA strategy maturity (2008)

  • 2008-10-052018-05-03
  • by Charles

I was recently asked to review an IT Strategy document and give my views on it. This document did not appear to come from what I would have called an Enterprise Architecture practice but from a typical IT approach to strategising about how to deal with all the technology in the IT department.

Before starting I thought to myself, what standard should I score this against? This then lead me to think about different levels of Maturity of Strategy implementations (in this case an IT strategy), but it could be used for any strategy I suppose.

Basing my thoughts on the CMM definition I came up with this table below in terms of the levels of sustainability, repeatability and continuous optimization of Strategy:

 

Level
Conscious
Planned
Governed
Quantitative
Continuous
Description
0 No No No No No Chaotic – Unconscious of Strategy
1 Yes No No No No Initial – Cognitive Strategy
2 Yes Yes No No No Managed / Planned Strategy
3 Yes Yes Yes No No Defined and Governed Strategy
4 Yes Yes Yes Yes No Quantitatively Managed Strategy
5 Yes Yes Yes Yes Yes Continuous Optimizing Strategy

 

So level 0 is where there is zero concept of any strategy. The organisation just muddles on, project by project, request after request – firefighting.

Level 1 has a cognitive concept that strategy is important and tries to implement it from a mental model, and give direction in conversation to people, but no more. This tends to come from someone leading but is perhaps not general knowledge in the department.

Level 2 is where a plan has been derived and planned, based upon gathering information in some one-off exercise. This is typically put together for the budget in order to justify funding for the next year or three. Thereafter it is cast aside, once the money has been obtained and the projects have been defined.

Level 3 takes this to the next level, because not only is it planned but over time, it is managed and governed, to ensure this strategic plan actually happens. The reason this has been differentiated as a separate item is because in my humble experience, many of the best laid plans fall away after a few months, as people change positions or business changes occur. Eventually the initial strategy is forgotten, and things devolve into firefighting again unless governed against a baseline. Obviously this does not imply that the baseline cannot change, in fact it will change, but if a new baseline is derived then the governance can continue to monitor progress against the new strategic baseline.

Level 4 goes up another notch by measuring the Strategic Architectural goals met against the initial plan versus the actual delivery. Even if Waivers and Dispensations are given, and these are measured, we have an adea of convergence or otherwise towards the strategy. Capturing daily, weekly and monthly Architecture review board activity metrics, and reporting them regularly over time. This also begins to imply that the Strategy is captured and managed as well, because if things change, we need to record the differences from the initial baseline to the new baselines over time of the Architecture.

Level 5 is where the Strategy evolves continuously, due to the above processes of monitoring, persisting the information and governing the change in a managed way on a regular (weekly to monthly) basis. Weekly. Eventually we reach the situation where it would not be necessary to do a one-off Strategy once per annum for the budgets, but to do one and keep continually refining it and governing it. When budgets are submitted, it is a simple matter of printing out a few diagrams and reports from the decision support system that already exist, ordered by highest risk and current business drivers.

All this would require a foundational set of configuration management, change management and iterative planning to keep on top of the “Models” be they visual or otherwise that make up the Strategy.

Based upon this maturity – the document and it’s contents I saw reached somewhere between 2 and 3, but I was not privy to how they would manage or govern it so I could not say for sure, as its not only about the actual document, but also about how we manage the Strategy over time that makes it more mature.

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