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July 17, 2012

Modeling the Backstory with the
ArchiMate® Motivation Extension
Iver Band
  © 2010 Standard Insurance Company
The Open Group Conference, Washington, D.C.
Agenda
        • Background
        • Introduction to the ArchiMate Motivation Extension
        • Case Study: Improving Customer Service with Enterprise
          CRM
        • Conclusion




                             Thanks to Joahna Kuiper, Business
                          Architect at Standard Insurance Company



2        July 18, 2012
    © 2010 Standard Insurance Company
The Standard
        • Financial services company
        • Founded in 1906
        • Our purpose:
                     We help people achieve financial
                     well-being and peace of mind.
        • Expertise:
              • Group Life & Disability Insurance
              • Individual Disability Insurance
              • Retirement Plans
              • Individual Annuities
              • Commercial Mortgages
              • Investment advice

        • Headquarters in Portland, Ore.
        • 3,100 Employees


3        July 18, 2012
    © 2010 Standard Insurance Company
Fundamental Ideas
       • Backstory: a story that tells what led up to the main story...
             • Merriam-Webster® online dictionary
       • Motivational concepts are used to model the motivations, or
         reasons, that underlie the design or change of some
         enterprise architecture.
             • ArchiMate® 2.0 Specification, p 118
       • A requirement is defined as a statement of need that must be
         realized by a system.
             • ArchiMate® 2.0 Specification, p 122
       • The cost of fixing software defects increases 10-100 times
         from the requirements analysis phase to post-release
             • McConnell, Steve (2004). Code Complete (2nd ed.). Microsoft Press.
               p. 29



4        July 18, 2012
    © 2010 Standard Insurance Company
The ArchiMate Language




5        July 18, 2012
    © 2010 Standard Insurance Company
The ArchiMate Core and Extensions
        Support the TOGAF ADM




6        July 18, 2012
    © 2010 Standard Insurance Company
Modeling TOGAF ACF Principles, Vision,
        Requirements and Roadmap Concepts




7        July 18, 2012
    © 2010 Standard Insurance Company
Modeling TOGAF Business Architecture Concepts




8        July 18, 2012
    © 2010 Standard Insurance Company
Motivational Element Relationships with
        ArchiMate Core and Structural Elements




9        July 18, 2012
    © 2010 Standard Insurance Company
Motivation Extension Metamodel




10 © 2010 Standard Insurance Company
        July 18, 2012
Motivational Concepts (1 of 2)




11 © 2010 Standard Insurance Company
        July 18, 2012
Motivational Concepts (2 of 2)




12 © 2010 Standard Insurance Company
        July 18, 2012
Motivational Relationships




13 © 2010 Standard Insurance Company
        July 18, 2012
Motivation Extension Summary




14 © 2010 Standard Insurance Company
        July 18, 2012
Case Study: Improving Customer
       Service with Enterprise CRM
       • Aspects of fast-paced initial phase of major SaaS
         implementation with complex on-premises integration
         requirements
       • Used internal content framework based on the Eclipse Process
         Framework OpenUP process. Some key concepts include
             • Architecturally Significant Requirements
                    – Typically central to system purpose
                    – Technically challenging or constraining
             • Architectural Goals
                    – Provide motivation and rationale for decisions
                    – Typically address solution lifespan and need to adapt to change
             • Exceptions
                    – Temporary departures from standards or accepted practices
15 © 2010 Standard Insurance Company
        July 18, 2012
Extending the Motivation Metamodel




16 © 2010 Standard Insurance Company
        July 18, 2012
Stakeholder View




17 © 2010 Standard Insurance Company
        July 18, 2012
Goal Realization View




18 © 2010 Standard Insurance Company
        July 18, 2012
Goal Contribution View




19 © 2010 Standard Insurance Company
        July 18, 2012
Principles View




20 © 2010 Standard Insurance Company
        July 18, 2012
Requirements Realization View




21 © 2010 Standard Insurance Company
        July 18, 2012
Motivation View




22 © 2010 Standard Insurance Company
        July 18, 2012
Conclusion
       • Architects and analysts gathering requirements can
         increase their effectiveness by using the ArchiMate
         Motivation extension to:
             • Model requirements in relationship with other motivational,
               structural and behavioral elements
             • Develop graphical views that express these models
             • Use these views to interact with stakeholders for the
               purpose of extending and refining these requirements




23 © 2010 Standard Insurance Company
        July 18, 2012
References
       • ArchiMate 2.0
             • http://theopengroup.org/archimate/downloads.htm
       • TOGAF 9.1
             • http://pubs.opengroup.org/architecture/togaf9-doc/arch/
       • White Paper: Using the TOGAF® 9.1 Architecture Content
         Framework with the ArchiMate® 2.0 Modeling Language
             • https://www2.opengroup.org/ogsys/jsp/publications/PublicationDetails.js
               p?publicationid=12697
       • Code Complete, Second Edition
             • http://www.cc2e.com/Default.aspx
       • Eclipse Process Framework
             • http://www.eclipse.org/epf/
       • Presenter: iver.band@standard.com

24 © 2010 Standard Insurance Company
        July 18, 2012
© 2010 Standard Insurance Company

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Modeling the Backstory with the ArchiMate Motivation Extension

  • 1. July 17, 2012 Modeling the Backstory with the ArchiMate® Motivation Extension Iver Band © 2010 Standard Insurance Company The Open Group Conference, Washington, D.C.
  • 2. Agenda • Background • Introduction to the ArchiMate Motivation Extension • Case Study: Improving Customer Service with Enterprise CRM • Conclusion Thanks to Joahna Kuiper, Business Architect at Standard Insurance Company 2 July 18, 2012 © 2010 Standard Insurance Company
  • 3. The Standard • Financial services company • Founded in 1906 • Our purpose: We help people achieve financial well-being and peace of mind. • Expertise: • Group Life & Disability Insurance • Individual Disability Insurance • Retirement Plans • Individual Annuities • Commercial Mortgages • Investment advice • Headquarters in Portland, Ore. • 3,100 Employees 3 July 18, 2012 © 2010 Standard Insurance Company
  • 4. Fundamental Ideas • Backstory: a story that tells what led up to the main story... • Merriam-Webster® online dictionary • Motivational concepts are used to model the motivations, or reasons, that underlie the design or change of some enterprise architecture. • ArchiMate® 2.0 Specification, p 118 • A requirement is defined as a statement of need that must be realized by a system. • ArchiMate® 2.0 Specification, p 122 • The cost of fixing software defects increases 10-100 times from the requirements analysis phase to post-release • McConnell, Steve (2004). Code Complete (2nd ed.). Microsoft Press. p. 29 4 July 18, 2012 © 2010 Standard Insurance Company
  • 5. The ArchiMate Language 5 July 18, 2012 © 2010 Standard Insurance Company
  • 6. The ArchiMate Core and Extensions Support the TOGAF ADM 6 July 18, 2012 © 2010 Standard Insurance Company
  • 7. Modeling TOGAF ACF Principles, Vision, Requirements and Roadmap Concepts 7 July 18, 2012 © 2010 Standard Insurance Company
  • 8. Modeling TOGAF Business Architecture Concepts 8 July 18, 2012 © 2010 Standard Insurance Company
  • 9. Motivational Element Relationships with ArchiMate Core and Structural Elements 9 July 18, 2012 © 2010 Standard Insurance Company
  • 10. Motivation Extension Metamodel 10 © 2010 Standard Insurance Company July 18, 2012
  • 11. Motivational Concepts (1 of 2) 11 © 2010 Standard Insurance Company July 18, 2012
  • 12. Motivational Concepts (2 of 2) 12 © 2010 Standard Insurance Company July 18, 2012
  • 13. Motivational Relationships 13 © 2010 Standard Insurance Company July 18, 2012
  • 14. Motivation Extension Summary 14 © 2010 Standard Insurance Company July 18, 2012
  • 15. Case Study: Improving Customer Service with Enterprise CRM • Aspects of fast-paced initial phase of major SaaS implementation with complex on-premises integration requirements • Used internal content framework based on the Eclipse Process Framework OpenUP process. Some key concepts include • Architecturally Significant Requirements – Typically central to system purpose – Technically challenging or constraining • Architectural Goals – Provide motivation and rationale for decisions – Typically address solution lifespan and need to adapt to change • Exceptions – Temporary departures from standards or accepted practices 15 © 2010 Standard Insurance Company July 18, 2012
  • 16. Extending the Motivation Metamodel 16 © 2010 Standard Insurance Company July 18, 2012
  • 17. Stakeholder View 17 © 2010 Standard Insurance Company July 18, 2012
  • 18. Goal Realization View 18 © 2010 Standard Insurance Company July 18, 2012
  • 19. Goal Contribution View 19 © 2010 Standard Insurance Company July 18, 2012
  • 20. Principles View 20 © 2010 Standard Insurance Company July 18, 2012
  • 21. Requirements Realization View 21 © 2010 Standard Insurance Company July 18, 2012
  • 22. Motivation View 22 © 2010 Standard Insurance Company July 18, 2012
  • 23. Conclusion • Architects and analysts gathering requirements can increase their effectiveness by using the ArchiMate Motivation extension to: • Model requirements in relationship with other motivational, structural and behavioral elements • Develop graphical views that express these models • Use these views to interact with stakeholders for the purpose of extending and refining these requirements 23 © 2010 Standard Insurance Company July 18, 2012
  • 24. References • ArchiMate 2.0 • http://theopengroup.org/archimate/downloads.htm • TOGAF 9.1 • http://pubs.opengroup.org/architecture/togaf9-doc/arch/ • White Paper: Using the TOGAF® 9.1 Architecture Content Framework with the ArchiMate® 2.0 Modeling Language • https://www2.opengroup.org/ogsys/jsp/publications/PublicationDetails.js p?publicationid=12697 • Code Complete, Second Edition • http://www.cc2e.com/Default.aspx • Eclipse Process Framework • http://www.eclipse.org/epf/ • Presenter: iver.band@standard.com 24 © 2010 Standard Insurance Company July 18, 2012
  • 25. © 2010 Standard Insurance Company