Presented at EMMSAD 2012 - the 17th International Conference on Exploring Modelling Methods for Systems Analysis and Design (Full Paper)

1. Model-driven Strategic Awareness
From a
Unified Business Strategy Meta-model (UBSMM)
to
Enterprise Architecture
Constantinos Giannoulis, Jelena Zdravkovic
Stockholm University, Department of Computer and System Sciences (DSV)
Michaël Petit
University of Namur, Computer Science Department, PReCISE Research Center
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2. Overview
● Problem – Goal
● UBSMM (Process & Artifact)
● UBSMM to Enterprise Architecture
● Conclusions & Future Work
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3. Problem - Goal
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4. Problem - Goal
Business Alignment IT
Enterprise Models
Strategy Maps GQM
• Process Models
• Requirements Models
Value Chain INSTAL • ...
Blue Ocean Strategy B-SCP EA
• Zachman
• TOGAF
... ... • ...
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5. Problem
● Shortcomings of existing alignment methods:
– Most are rooted in IT and overlook business strategy
formulations from Strategic Management
– Business insights not properly disseminated to IT and
business strategy formulations liberally used
● Different communication means and formalisms across
domains:
– Business uses natural language-based, schematic
representations
– IT uses clearly defined models with precise descriptions
● EA approaches include business elements but no linkage to
business strategy formulations are provided
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6. Problem
Business strategy:
● remains unknown to IT—an understanding gap
● lacks traceability to IT
– thus alignment of business goals against IT actions
and results cannot be evaluated
● needs to provide insights to IT and relate to EA to trace
decisions, actions, and artifacts
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7. Problem
E.g. during a recent webinar among 176 EA practitioners
(Gartner 2011):
● 1% had no business strategy
● 6% didn’t know the state of their business strategy
● 16% business strategy not clearly communicated
● 44% business strategy not understood or supported
● 33% business strategy is well understood
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8. Goal
Build a unified business strategy meta-model (UBSMM) to provide strategic
awareness to EA via model-to-model linkages, because:
● Adds precision to business strategy formulations through formalization
● Complements the alignment of an enterprise’s various business
strategies or integrate with strategies of others
● Serves as a pivot model between business strategy formulations
● Enhances strategy communication by becoming a common point of
reference for mappings between strategy formulations
● Is extendable to embed more business strategy formulations being
constantly enriched allowing for up-to-date mappings
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9. Unified Business Strategy Meta-model
(UBSMM)
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10. Unified Business Strategy Meta-model (UBSMM)
● Based on SMBSC and VC (currently integrating BOS)
● Foundational Schema Integration process followed (Batini et
al. 1986)
– Pre-integration
• Select schemata: SMBSC, VC, BO,…
• Select Representation: UML
• Select Integration Process Strategy:
binary vs n-ary
– Comparison: correspondences, conflicts, inter-schema
properties
– Conformance: concepts are identical, equivalent,
compatible, incompatible,
– Merging and Restructuring: transformations
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11. Unified Business Strategy Meta-model (UBSMM)
Strategy Maps & Value Configuration (VC):
Balanced Scorecards Chain, Shop, Network
(SMBSC)
Schema
Integration
Process
UBSMM
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12. Unified Business Strategy Meta-model (UBSMM)
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13. UBSMM to EA
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14. UBSMM to EA
EA options:
● TOGAF*
● Zachman
● GERAM*
● Archimate*
● ARIS
● …
ISO/IEC 42010
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15. UBSMM to EA
● Conceptual relationships (UBSMM vs ISO/IEC42010)
– Actor as Stakeholders
– Business Strategy (low-cost, product leader, focused)
as an Architecture Viewpoint
– VC & SMBSC as Architecture Views
– UBSMM as Model Kind with UBSMM.SMBSC and
UBSMM.VC as Architecture Models
– UBSMM.SMBSC and UBSMM.VC constraints as
Correspondence Rules
– Choosing SMBSC or VC as Architecture View is
captured by Architecture Rationale (also all concepts’
instantiations)
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16. UBSMM to EA
Relationships between ISO/IEC/IEEE 42010-
2011 [22] and UBSMM.SMBSC
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17. UBSMM to EA
Relationships between ISO/IEC/IEEE 42010-
2011 [22] and UBSMM.VC
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18. Conclusions & Future Work
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19. Conclusions & Future Work
UBSMM is a unified conceptualization of business strategy
formulations proposed as a means to link business strategy
with EA, and provides a number of benefits:
● A strategic view on EA; from UBSMM to IS development
● Simplified model mappings from UBSMM towards ISO/IEC
42010
● Enhances the communication and understanding across
an enterprise to relate strategies and EA.
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20. Conclusions & Future Work
UBSMM Blue Ocean Strategy
Schema
Integration
Process
UBSMM (updated)
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21. Conclusions & Future Work
Mappings to concrete EA approaches
UBSMM ISO/IEC 42010
TOGAF
GERAM
…
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22. Questions
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