The document discusses delivering enterprise architecture using TOGAF and ArchiMate. It introduces BiZZdesign, an experienced consultancy firm that provides tools and training for enterprise architecture. The proposed schedule covers topics like enterprise architecture, ArchiMate core language and extensions, TOGAF ADM process, and examples of modeling with ArchiMate. The case study involves applying TOGAF and ArchiMate to help a insurance company consolidate their fragmented IT systems by migrating to a single back-office system.
Delivering Enterprise Architecture with TOGAF and ArchiMate
1. Delivering Enterprise Architecture
with TOGAF® and ArchiMate®
Enterprise Architecture using open standards
Harmen van den Berg, BiZZdesign
2. BiZZdesign in one slide…
Tools Powerfull Consultancy Experienced
User friendly Certified
Design tools for EA and BPM Architecture, Business and IT
Monitoring tools for Governance Project Management
Publication via InSite Portal Design / modeling
Practical Training Personal attention
Best practices
Open standards Practical focus
Foundation
ArchiMate®
Practitioner
TOGAFTM
Certification
Reference models
Accredited by The Open Group
3. Let’s get to know each other!
Raise your hand:
• Who has ever attended a TOGAF training course?
• Who is TOGAF9 certified?
• Who has not heared of ArchiMate before this seminar?
• Who is using ArchiMate?
• Who is ArchiMate certified?
• Who is a business or IT architect?
• Who just discoverd he or she is in the wrong room?….
4. Proposed schedule
• Introduction
• Enterprise Architecture
• ArchiMate
– Core language
– Extensions
• TOGAF
– The ADM
• TOGAF and ArchiMate
– Examples ArchiMate models
– Examples typical analysis with ArchiMate
• Conclusions
• Coffee!
6. Why Enterprise Architecture?
• Managing change and complexity:
– Aligning business and IT
– Outsourcing
– Impact analysis
– Project support (project start
architectures)
– Portfolio management
– Communication with stakeholders
– …
• Obtaining insight in current
situation (as-is)
TOGAF is an instrument for producingFlickr using Enterprise Architecture
and by neil nathanson
7. What is Enterprise Architecture?
Information architecture
Process architecture
?
• A discipline, with the objective of
Application architecture
steering changes Technical architecture
• 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
8. Ingredients of an EA Approach
TOGAF ArchiMate
Process View-
Language
points
Enterprise Continuum, Repository,
Reference Models
9. Question
Number of steps
Way of describing
Start of process
How to cook an egg? End of process
13. Do you recognize this?
Information architecture Product architecture
?
Process architecture
?
?
?
Application architecture Technical architecture
?
14. The ArchiMate Language
High-level ArchiMate language
modelling
within a
Basis for
domain
visualisations
modelling relations Basis for
Relate to analyses
between domains
standards
15. ArchiMate
• Language for describing enterprise architecture
• Covers business, application and technology
– With relations between these layers
• Extensions for
– Motivation
– Migration and implementation
• 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
16. Layers, Aspects, and Domains
Environment
Product
domain
Information Process Organization
Business domain domain domain
Data
Application Application domain
domain
Technology Technical infrastructure domain
Passive Behaviour Active
“object” “verb” “subject”
17. ArchiMate core and extensions
• ArchiMate ‘core’ • Implementation & migration
( = ArchiMate 1.0) extension
– Business – Programs and projects
– Applications – Plateaus
– Technology • Motivation extension
• Two extensions in ArchiMate – Stakeholders, drivers and
2.0 goals
– Principles
– Requirements
Motivation Implementation & Extension for
Extension Migration …
Extension
ArchiMate Core
18. Summary of ArchiMate 2.0 Core
Business
Application
Technology
Passive structure Behavior Active structure
19. Some examples of the ArchiMate language for
“educational purposes”
Examples created using BiZZdesign Architect
20. Products and services
Contract Product Value Role
Insurance
Policy Being Customer
Damage insurance insured
Policy mutation Payment Policy Premium Declaration
Service Service Service Service Service
Business services
Aggregation
Association
21. Processes and roles
Event Process Event
Damage Accept and Assess claim Pay claim :-)
notification Register claim customer
Administrative employee Taxateur Employee Finance
Specialist Car damage Role
Triggering
Assignment
22. Business functions
System development Marketing Product development Customer relations
Financial handling Claims handling Asset management Contracting
Facturation Assessment Risk management Contract changes
Collecting Acceptance Treasury Customer changes
Business Function
Composition
(by nesting)
23. Business objects
Insurance Insurance Damage
request data
Damage
Life Travel insurance Pension Damage insurance form
insurance insurance
Representation
Business object
Aggregation
Specialization
Realization
24. Applications and application services
Accept and Assess claim Business
Register claim process
Application
Register Acceptation Assessment
Service Service service service
Registration Assessment Application
systeem system component
Customer administration
system
Used-by Application
Payment Acceptation Acceptation
Realization system system Interface interface
Composition
25. Infrastructure
Acceptation Customer administration Application
system system
component
Infrastructure
Claim Customer
Files Service File Service service
NAS File
Mainframe Server
System CICS
software Node
Unix Server Farm
LAN
Message Unix Unix Device
Used-by Queing
Network
Server 1 Server 2
Realization
Assignment DBMS
Firewall
Composition Profit
26. Example: Layered view
Declaration Payment
Service Service
Accept and
Damage Register claim Assess claim Pay claim :-)
notification customer
Acceptation Assessment Customer administration
Service service service
Payment Acceptation Assessment Customer administration
system system system system
Messaging Claim Customer
service Files Service File Service
Mainframe
NAS File
Message DBMS CICS Server
Queing
28. ArchiMate Motivation Extension
• Models stakeholders, drivers for change, business goals,
principles and requirements, and their relationships
• Mainly addresses the needs of the early TOGAF phases
and the Requirements Management process
• Inspired by standards and existing techniques such as
OMG’s Business Motivation Model, KAOS, i*
• Supports traceability between motivations and other
architectural components
34. Implementation & Migration Extension
• Models projects, programs, plateaus and gaps
• Mainly addresses the needs of the later phases of the
TOGAF ADM cycle
• Supports
– Management of individual projects and project portfolios
– Gap analysis
– Transition and migration planning
• Supports traceability between projects and other
architectural components
45. Typical stakeholders for EA
• Upper-level management
• Middle-level management
• End user
• Architect
• Operational manager
• Project manager
• System developer
• System administrator
• …
46. Stakeholder: not only a role!
• A stakeholder is a person, with personal interests
• Investigate your stakeholder
– Presentation or conversation?
– Words or pictures?
– Details or overview?
– Cartoons or UML-diagrams?
– PowerPoint, Word, or Excel?
– Golf, basketball, football ,or soccer?
– Cars or bicycles?
– …
• Find the stakeholders’ sweet spot!
47. Classification viewpoints ArchiMate
product manager,
CIO, CEO
architect, Deciding
software
Goal
developer, customer,
business process employee,
designer Designing others
Informing
Contents
Details
Coherence
Overview
48. Viewpoint Goals
• Viewpoints for designing
– typically used by architects in the design process
– Examples: Application diagram, Process diagram
• Viewpoints for deciding
– intended to support managers in making decisions
– Examples: landscape map, cross-reference table, analysis
report
• Viewpoints for informing
– inform stakeholders about an architecture
– Examples: process illustration, animation, cartoon
49. Level of Detail
• Details
– small part of an architecture with high level of detail
– e.g. for a software engineer designing and implementing a
component, or process owner responsible for optimizing a process
• Coherence
– spans multiple aspects or layers and shows their relations
– e.g. for an operational manager responsible for IT support for a
number of business processes
• Overview
– abstract, comprehensive view of multiple aspects and layers
– for enterprise architects and upper-level managers
52. Views vary on the SQVID-dimensions
• Think about these dimensions before creating views:
– What does your stakeholder need?
– Support his concerns, not your own!
53. Summary ArchiMate
• Language for describing enterprise architecture
• Covers business, application and technology
– With relations between these layers
• Extensions for
– Motivation
– Migration and implementation
• 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
54. ArchiMate and other languages
• ArchiMate: perfect starting point for MDA and software
development
– ArchiMate incorporates the service paradigm
– ArchiMate has implementation relationships to process
modelling languages (BPNM, BPEL)
– ArchiMate has implementation relationships to software
engineering design languages (UML)
• ArchiMate connects architectural domains
– It has a broader scope, but less detail than UML and BPMN
– It does not replace specialized languages for different
architectural domains, such as UML, BPMN and others
55. Link detailed models to ArchiMate models
Take out insurance
Request
insurance Receive Process Collect
request request premium
Activity diagram
Component Invoice
Request
Transaction Bill
diagram entry creation Class
diagram
Financial Application
Detailled models in UML, BPMN, also pay attention to the relation to less formal
modelling in Powerpoint and Visio
56. 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
58. Certification
• People certification
– To ensure that people are knowledgeable about ArchiMate
– Results in becoming ArchiMate certified @ The Open Group
– Requires training course from an accredited training provider
• Successfully complete a practical exercise during the training
• Successfully complete a multiple choice exam during the training
• Examination is only available of part of an accredited ArchiMate
training course
• Training accreditation
– Only accredited training providers can provide certification
• Tool certification
– To guarantee that tools support the ArchiMate language
59. ArchiMate Tool Certification
• Minimal requirements for ArchiMate tools:
• Concept Coverage
– All concepts from Core and Extensions
• Relationship Coverage
– Alle relationships from Core and Extensions
• Language notation
– Notation, syntax and semantics
– Nesting as alternative for relations
• Viewpoint support
– All viewpoints supported
– Reuse objects and relations on different views
– Different grafical notations on different views
• Language extension mechanism
– Adding attributes and specialisations of concepts and relations
59
62. What is TOGAF?
• TOGAF is an architecture framework
• A framework that structures EA descriptions by
– Describing the process leading to the architecture.
– Discerning relevant viewpoints and modelling techniques;
– Indicating which elements should be part of an architecture
model (this part is limited in TOGAF)
63. What else is TOGAF?
• A vendor- and technology-independent framework
• Best practices and knowledge gathered from experienced experts
worldwide
• The result of almost 15 years of development
• The description of a systematic series of steps and processes for
the creation and description of IT architectures
• A collection of checklists at different levels – from business
requirements to infrastructure components
• Information freely available through the web site of The Open
Group
• Free use within your own organisation
• For commercial use, a “commercial license” is required (included in
the membership of the Architecture Forum of The Open Group)
64. Why TOGAF as an architecture framework?
• A common process for developing and using architecture
• Represents best practice in architecture development
• By using TOGAF, architectures are developed that:
– Are consistent
– Reflect the needs of stakeholders
– Employ best practice
– Give consideration both to current requirements and to likely
future needs of the business
• Combines well with ArchiMate
• Developed through a collaborative effort of >300
Architecture Forum members
68. ArchiSurance
ArchiSurance Home &
Travel insurances
69. Structure of the New Company
Home & Away back-office
Car back-office
Front-office
Legal Aid back-office
70. Fragmented IT Landscape
Products
Business Home Travel Liability Car Legal Aid
Insurance Insurance Insurance Insurance Insurance
Functions
Web portal
Maintaining
Customer & Call center application
Intermediary Legal Aid
Relations Customer relationship management system CRM
Contracting
Home & Away
Policy administration
Legal Aid
Claim
Car insurance back
Handling application office
system
Home & Away
Financial application
Financial
Handling
Document Document management system
Processing
71. Proposed Change
• Migrate to a single back-office system for the three back-
offices.
• This system will 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
• Migrate to a shared CRM system
Products Products
Business Home Travel Liability Car Legal Aid Business Home Travel Liability Car Legal Aid
Insurance Insurance Insurance Insurance Insurance Insurance Insurance Insurance Insurance Insurance
Functions Web portal Functions Web portal
Maintaining Maintaining
Call center application Call center application
Customer & Legal Aid Customer & Legal Aid
Intermediary Customer relationship management system Intermediary Customer relationship management system
Relations
CRM
Relations ArchiSurance CRM systemCRM
Contracting Home & Away Contracting Home & Away
Policy administration Legal Aid Policy administration Legal Aid
Claim
Car insurance
application
back
office Claim
ArchiSurance Car insurance
application
back
office
Handling Handling
Home & Away
Financial application
system
back-office system
Home & Away
Financial application
system
Financial Financial
Handling Handling
Document Document management system Document Document management system
Processing Processing
73. Summary of the ADM process
1. “Getting the organisation
committed & involved”
4. “Keep the
process
running
2. “Getting the
architecture
3. “Making the right”
architecture
work”
74. Preliminary Phase
Activities in the Preliminary Phase include:
• Scope the enterprise
• Define enterprise architecture team and organization
• Identify architecture principles
• Select and tailor architecture framework Prelim .
• Implement architecture tools A B
H
Reqs.
G C
Mgt.
F D
E
77. Phase A: Architecture Vision
Activities in the Preliminary Phase include:
• Establish the architecture project / define scope
• Identify stakeholders, concerns, and business
requirements
• Confirm/elaborate business goals, drivers and
Prelim .
constraints
A
• Develop Architecture Vision H B
Reqs.
G C
Mgt.
F D
E
82. Phases B, C, D: “Getting the Architecture
Right”
Activities in Phases B, C and D include:
• Select reference models, viewpoints and tools
• Develop Baseline Architecture
• Develop Target Architecture
• Perform gap analysis Prelim .
• Conduct formal stakeholder review A
H B
Reqs.
G C
Mgt.
F D
E
105. Phases E, F, G: “Making the Architecture
Work”
Activities in Phases E, F and G include:
• Review/consolidate gap analysis results
• Formulate implementation & migration strategy
• Identify/group/prioritise main projects/work packages
• Identify Transition Architectures
• Generate Architecture Implementation Roadmap Prelim .
A
H B
Reqs.
G C
Mgt.
F D
E
106. Transition Architectures
Call center Web
application portal
ArchiSurance
CRM
system
ArchiSurance
back-office
system
Claim
data mgt. Risk
assess-
Home & Away
fin. application
Premium
collection
Car insurance
Claim
application
data mgt.
Premium
collection
Legal aid
back-office system
Claim
data mgt.
Premium
collection
Prelim .
ment Call center Web
Policy Claim Policy Claim Policy Claim
data mgt. payment data mgt. payment data mgt. payment application portal
Call center Web
application portal
Document
ArchiSurance
CRM
Legal Aid
CRM system
management
system
ArchiSurance
CRM
system
A
system
H B
ArchiSurance Home & Away Car insurance Legal aid
back-office fin. application application back-office system ArchiSurance
system back-office
Claim Premium Claim Premium Claim Premium
Risk
data mgt.
assess-
collection data mgt. collection data mgt. collection system
Risk
Policy
ment
Claim Policy Claim Policy Claim
Call center Web Policy Claim
assess-
Premium Claim
data mgt. data mgt. collection payment
data mgt. payment data mgt. payment data mgt. payment application portal ment
Reqs.
Document G C
management
system
Document
Mgt.
ArchiSurance Legal Aid management
CRM CRM system system
system
F D
ArchiSurance
back-office
system
Risk
E
Policy Claim Premium Claim
assess-
data mgt. data mgt. collection payment
ment
Document
management
system
107. Projects for the Transitions between Plateaus
Prelim .
A
H B
Reqs.
G C
Mgt.
F E
D
111. Added value of projects
Project scores
900
Project P1 High-revenue mutual fund
800 using integrated asset management
700 Project P2 High-revenue mutual fund
600
Added value
Project P3 Set-up integrated asset
500 management
400 Project P4 Integrate asset management
300
200 Project P5a Enable internet as a channel
100
Project P5b Add internet as a channel
0
0 50000 100000 150000
Project P6 Integration of local ordering
Costs
services
Project P7 Integration of local reporting
services
Project P8 Real-time asset reporting
Project P9 Real-time asset monitoring
112. Compare scenario’s
Scenario scores
400
1a-2a-3a
350
1a-2a-3b
300
1a-2b-3a
Added value
250
200 1a-2b-3b
150 1b-2a-3a
100 1b-2a-3b
50 1b-2b-3a
0
1b-2b-3b
200000 250000 300000 350000 400000
Costs
Scenario Added value Costs Completion (month) Risk
1a-2a-3a 201,9864 285000 12 high
1a-2a-3b 276,0936 370000 12 high
1a-2b-3a 223,3208 285000 12 medium
1a-2b-3b 297,428 370000 13 medium
1b-2a-3a 236,4264 220000 10 high
1b-2a-3b 310,5336 305000 10 high
1b-2b-3a 257,7608 220000 10 low
1b-2b-3b 331,868 305000 13 low
113. Phases H & RM: “Keep the process
running”
Activities in Phase H and the RM process:
• Baseline requirements and monitor them
• Identify changed requirements
• Assess impact of changed requirements
Prelim .
A
H B
Reqs.
G C
Mgt.
F D
E
115. Summary of the ADM process
1. “Getting the organisation
committed & involved”
4. “Keep the
process
running
2. “Getting the
architecture
3. “Making the right”
architecture
work”
116. Key points of the ADM
• The ADM is iterative:
– Over the whole process
– Between phases
– Within each phase
• The ADM is a generic method
– Intended to be used in a wide variety of enterprises in different
sectors
– The process can be adapted for specific situations, e.g., a
specific sector
145. ArchiMate is more than drawing diagrams
• Consistent and integrated modeling…
– 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
• Easy to use, low complexity, step-by-step growth
in advanced use
Position ArchiMate as an umbrella language for integrated high level
modelling and analyses over various domains
146. ArchiMate is a start - not an endpoint
• Open Standard is a “save choice”
• Think big, start small
– There are many possible
concepts and relations;
– Select and learn;
• Training is required to fully benefit
– 2 day training is a suitable start
• Implementing ArchiMate means
a change in how architects work.
– Takes time
– Communication
Consider the implementation of ArchiMate as a project…
Include change management aspects
147. 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
– …
When embedding EA (and ArchiMate) in the organization, work from the
perspective of products and deliverables!
148. ArchiMate is useful to...
• Bridge the gap between
“free-format” strategy
models and detailed
solutions architecture models
• Enhance communication
• Makes models analyzable
• Have a common basis for
more detailed modelling
• Well supported by tools and
service-providers
Relate your ArchiMate models to your operating model or
business model when communicating to C-level
149. More information?
• ArchiMate: www.opengroup.org/archimate
– Information on the ArchiMate language
– Free download of the ArchiMate specification (html or pdf)
– Information on certification
• Van Haren publishers: www.vanharen.net
– Pocket guide ArchiMate
– ArchiMate 2.0 specification (hard copy or ePub)
• BiZZdesign: www.bizzdesign.nl / www.bizzdesign.com
– Information on our training offerings
– Information on the tool Architect
– Information on our consultancy offerings
150. Thanks!
• Thank you for attending this event!
• Feel free to contact me if you have any questions or
remarks
– h.vandenberg@bizzdesign.nl
– +31 53 4878 151
– +31 6 5119 8282