ArchiMate for modeling and analysis of Enterprise Architecture at a major Insurance Firm

ArchiMate for modeling and analysis of Enterprise Architecture at a major Insurance Firm

Maximize ROME* *Return On Modelling Effort

Agenda 

Why Archimate ?  What was the problem that Archimate addressed ?  What is the quality of the Archimate language for EA ?



The Insurance Case  The project and company context  The problem and our approach ?  The ArchiMate deliverables, a peek in the repository.



Lessons Learned

Thinking of enterprises

WHY ARCHIMATE ?

Carthography

Google Earth Building View Google Earth Stad View

Enterprise Cartography

My management perspective

Problem: To manage enterprise Google landscapes there is no Earth available language

Google Earth Building Translating the View requirement –

implementation bridge with UML

Stad View

Solution Architect

Business Manager

Enterprise Architecture Management

Finally Archimate ? Vendor Neutral

Active Community

Bedrijfsservices

Bedrijfsfunctie Model Zwitserleven

Management en Strategie

Primair

CRM Planning

Productie Strategie

Markt planning

Acceptatie beleid

CRM Strategie

Product Planning

Krediet en risico management

Inzet planning

Beleid belegging en winstdeling

Klant portfolio en analyse

Beleggingsstrategie

01. Customer Care (1. Relatie management)

03. Advise and Sell (3. Advies verkoop en behoud)

02. Manage product portfolio (2. Product Management)

04. Perform Underwriting (4. Verzekeren in de boeken nemen van nieuwe productie incl. verhoging)

Secundair

05. Manage portfolio of policies (5. Overeenkomst administratie en services)

06. Billing & Customers Care (6. Facturering en incasso)

Uitvoeren actuariele ondersteuning

Uitvoeren juridische ondersteuning

Tertiair Interne controle en audits

07. Manage Assets (7. Asset Management)

Uitvoeren financiele administratie, rapportage en controlling

Herverzekeren

Uitvoeren inkoop

Verzorgen interne en externe communicatie

Uitvoeren facilitaire ondersteuning

Ontwikkelen, exploiteren en beheren informatievoorziening

HRM

Uitvoeren fiscale ondersteuning

08. Manage Delivery (8. Uitkeren)

Bedrijfsprocessen

Applicatie Services

Stam relatie gegevensbeheer voor natuurlijke personen en netwerken

Stam relatie gegevensbeheer voor rechtspersonen en netwerken

ACBE stam gegevens beheer

ACBE verbandsrolbeheer

ACBE tussenpersoon beheer

ACBE provisiebeheer

ACBE relatiebeheer

ACBE historie raadplegen

ACBE organisatiebeheer

ACBE productbeheer

Orca2 schermen

ACBE Schermen

Connecting domains

Orca2 relatierol beheer

Orca2 AO-historie beheer

Orca2 verbandsrol beheer

Orca2 Standaardiseren en ontdubbelen

Orca2 organisatie beheer

Orca2 authorisatie beheer

Siebel Schermen

Presentatie Laag

Orca2 relatiebeheer

Siebel organisatiebeheer

Siebel betaalkanaal beheer

Siebel com m unicatiekanaal beheer

Siebel relatie raadplegen

Siebel Abonnem ent beheer

Siebel serviceaanvraag beheer

Siebel bedrijf raadplegen

Siebel verk oopkans beheer

Siebel cam pagne beheer

Siebel Verbandsrol beheer

Siebel Offerte beheren

Siebel activiteiten beheer

Siebel AFM register raadplegen

Transactie (Applicatie) Laag

DBBUNST Tussenpersoon

ACBE

BGS

Orca2

BGS ACBE im port

ACBE extractie

TPL

TPC

TPL Neon relatie im port

Orca2 Neon export

Zodiac

TPC Neon relatie im port

Zodiac klanten beheer

Orca2 W asstraat export

Siebel Siebel GBA im port Siebel SAS export

Am I served with Archimate to manage enterprise landscapes ?

Integratie Laag inclusief data uitwisseling

Export gegevens

Siebel exportgegevens

Neon Fisys exportgegevens

Orca2 Neon exportgegevens

Wasstraat Orca2 ACBE Import Script

BGS ACBE im port script

DBBUDNST ACBE import script

Coda

DBBUDNST Tussen persoon gegevens

Orca2 Wasstraat export gegevens ACBE exportgegevens

SAS ACBE Import Script

EuroLife

Siebel AFM im port Siebel W asstraat im port

DBBUDNST ACBE im port

Zodiac ZMO export

Orca2 ACBE im port

Neon Middleware

Neon Orca2 import script

Siebel W asstraat im port script W asstraat Eurolife im port

Neon Fisys export

W asstraat TPL import

W asstraat Orca2 im port script W asstraat Orca2 im port

W asstraat ACBE im port

Wasstraat ACBE import script

Assyst ACBE import Script

DBBUDNST DBBUDNST Tussenpersoon raadplegen

Zodiac ZDS export

Zodiac tussenpersoon raadpleging

Neon TPL im port

Neon TPC export

Neon CPM export

Neon TPL export

Neon Fisys im port

Neon Orca2 im port

Neon TPC im port

Siebel AFM im port script

Fisys Neon import script

Importgegevens

SAS ACBE importgegevens

Wasstraat ACBE importgegevens

BGS ACBE importgegevens

DBBUDNST ACBE importgegevens (provisie)

Siebel Wasstraat importgegevens

Easy to serve stakeholders

Assyst ACBE importgegevens

Infrastructuur Services

Orca2 ACBE importgegevens

DBBUDNST ACBE importgegevens (SER)

Wasstraat Orca2 importgegevens

UX Scripting Service

Progress DB Service

Infrastructuur

Oracle 8i DB Service

Oracle 10 DB Service

Network Drive

Oracle Storage Node

!! Progress Node

!! HP UX Progress DB Server

Siebel AFM importgegevens

Neon Orca2 importgegevens

HP Itanium

HP UX

Oracle 8i Database

Unix Script File

DB Orca2

DB Assyst

DB BUDNST

DB TPL

DB TPC

Oracle 10 Database DB Wasstraat

DB ACBE

DB SAS

DB BGS

DB Siebel

Enterprise Architecture Management 7

Emerging as world standard

DB Coda

DB Zodiac

DB Eurolife

Has Archimate the right quality ? Semiotic Ladder – Ronald Stamper

What defines the quality of a language for the purpose of Enterprise Architecture ?

Social (Understanding) Pragmatic (Knowledge) Semantic (Meaning) Syntactic (relationships) Morphological (Objects)

The importante of Archimate Semiotic Ladder – Ronald Stamper

How does Archimate address these quality aspects ?

Social (Understanding) Pragmatic (Knowledge) Semantic (Meaning)

Archimate Specification

Syntactic (relationships) Morphological (Objects)






Adoption by: Industries, Vendors, Universities




Measuring Archimates Quality 2004:

Lets compare the current way of modeling with UML with that of Archimate for the purpose of enterprise architecture.

Results in 2004 Conditions: - Evaluation of UML vs Archimate for the purpose of Enterprise Architecture - UML 1.5 evaluated with and without EA profile of OMG - Measurement based on SEQUAL Semiotic Framework (J. Krogstie)

ArchiMate:UML = 1,25:1

In-between Archimate adopted the XMI specification and this turned into an positive value ! ArchiMate:UML = 0.3:1

ArchiMate:UML Empirical research necessary !

ArchiMate:UML = 1.5:1

The challenge to define a roadmap to the future

THE INSURANCE CASE

Business Profile Insurance Company    

Life insurance company Top 10 player in the National Market Number one in customer satisfaction Products  Pension  Life insurance  Mortgage  Asset management

Changes in Pension – and Life Insurance Market regulation of pensions under pressure  More dynamics and players in the market  Decrease in governmental part of pensions Change in law and legislation  Risk change to the individual  More customer communication enforced by public law  Higher regulation on transparency Individualization/ increased use of internet  Role of participants change  New groups of collectives  Self service and multi channel concepts

Issues in IT

EA Research motivation

ICT Budget suffers from IT Complexity The ICT Budget suffers from the increasing complexity. Less budget available for innovation.

Conformance to standards Minimalise interfaces Functional Overlap

SOA Strategy: incremental versus big bang ? Who has the strongest business case ? Incremental change (waiting for compelling events) or big bang ?

Transparency in current ‘architecture Clear future Architecture Delta in maintenance and development

New suppliers, consumers and channels New consumers and suppliers need to access the domain over multiple channels forced by regulators

Identification of suppliers and consumers Impact of self service channels External registers

17

Our answer and approach

Capture AsIs Business architecture

Prepare Tooling

Inventor AsIs Information & applicatie architecture Inventor AsIs Technical Architecture

Define ToBe Check conformance of As – Is to principles

Sketch Plan

Determine Strategy Define Architectural Principles

Capture AS-IS IST architectuur Create Cartografie And plot concerns

Plan

Define ToBe Business architecture Define Information & application architecture Define ToBe Technical architecture Analyse scenario’s and impact

Plan

Landscape maps

principles

Gap analyses

ToBe Architecture

No. 18

Step 1 Determine AS-IS Situation Bedrijfsservices

Bedrijfsfunctie Model Zwitserleven


Primair

Productie Strategie

Markt planning

Acceptatie beleid



Product Planning


Inzet planning




Beleggingsstrategie


CRM Planning CRM Strategie

Secundair







Herverzekeren


Uitvoeren inkoop




HRM



Bedrijfsprocessen

Applicatie Services



ACBE verbandsrolbeheer ACBE provisiebeheer

ACBE relatiebeheer



ACBE productbeheer







Siebel Scherm en

ACBE stamgegevens beheer ACBE tussenpersoon beheer

O rca2 schermen

ACBE Scherme n

Presentatie Laag

Orca2 relatiebeheer



Siebel com municatiekanaal beheer


Siebel Abonnement beheer



Siebel verkoopkansbeheer

Siebel cam pagne beheer





Transactie (Applicatie) Laag DBBUNST Tussenpersoon

ACBE

BGS

Orca2

BGS ACBE im port

ACBE extractie

TPL

TPC

TPL Neon import

Orca2 Neon export

Zodiac

TPC Neon import




DBBUDNST

Zodiac Siebel export

EuroLife

Siebel AFM import

Siebel GBA import

Siebel W asstraat import

Siebel SAS export

DBBUDNST ACBE import

Zodiac ZMO export

Orca2 ACBE im port

Siebel

DBBUDNST Tussenpersoon raadplegen

Zodiac ZDS export

Coda

Integratie Laag inclusief data uitwisseling

Export gegevens




Neon Fisys exportgegevens Orca2 Neon exportgegevens

Wasstraat SAS ACBE Import Script

Orca2 ACBE Import Script

BGS ACBE im port script




Neon Middleware


Siebel W asstraat import script Wasstraat Eurolife import

Neon Fisys export


W asstraat Orca2 import script W asstraat Orca2 import

W asstraat ACBE im port

Neon TPL import

Neon TPC export

Neon CPM export

Neon TPL export

Neon Fisys import

Neon Orca2 import

Neon TPC import

Siebel AFM import script


Importgegevens













UX Scripting Service

Oracle 8i DB Service Oracle 10 DB Service

Network Drive

Progress DB Service

Infrastructuur

!! Progress Node !! HP UX Progress DB Server

Oracle Storage Node

Oracle BEAESB Node

HP Itanium

HP UX

HP UX Unix Script File

Oracle 8i Database DB Orca2

DB Assyst

DB BUDNST

Oracle 10 Database DB TPL

DB Wasstraat

DB Zodiac

DB ACBE

DB SAS

DB BGS

DB Siebel

DB TPC

DB Coda

DB Eurolife

Step 2.a Determine Architectural Changes Architecture Change (Longlist) ACBE_OUT ALER AUTHENTIC_SRCS DEL_REL_OBJ EAI HI_OUT HISTORY IDM&AM KANTL_BHR NTFCN_CHANNEL PORTAL RELATIE2HR SIEBEL4BO STANDARDS TA_ENVIRONMNT UNQUE_SRC VALIDATION

Condense to a shortlist

Step 2.b Determine Architectural Focus Contribution to the business Bijdrage aan de capabilities ACBE_OUT

Viability Quadrant

AUTHENTIC_SRCS

Hoge Bijdrage

EAI

SIEBEL4BO

SIEBEL4BO VALIDATION

0

Gestructureerde relatie gegevens

2

4

6

VALIDATION

SIEBEL4BO

8

10

12

14

16

18

EAI

AUTHENTIC_SRC S

ACBE_OUT 4.5

4.5

5

5

1

Actualiteit klantbeeld

2

5

2.5

1

1

Winst uit ketenintegratie

4

4

4

4

2.5

Verbeteren data kwaliteit

5

2.5

3.5

4.5

5

VALIDATION

EAI

ACBE_OUT

Bijdrage aan de capabilities voor het relatiedomein

AUTHENTIC_SRCS

Lage Bijdrage 0

Hoge Complexiteit

How complex is the change ?

Complexiteit

Lage Complexiteit

Step 2.c Determine Architectural Roadmap Innovation Radar Internal

External

VALIDATION

AUTHENTIC_SRCS SIEBEL4BO

ACBE_OUT

tre Fu

EAI

ACBE_OUT

Nu

SIEBEL4BO

VALIDATION

AUTHENTIC_SRCS

EAI Legenda Vormen Embryonaal Jeugd Opgroeiend Volwassen Mainstream Achterhaald

Legenda Complexiteit Laag

ast P

Gemiddeld Hoog

Importance

1

2

3

4

5

A peek into the Architect repository

February 5, 2009

23

(C) The Open Group 2006

Repository and views

InsCompany Enterprise Architectuur A. Architecture Vision Architectuur Principes

B. Business Architecture

Organogram

Bedrijfsfunctie Model

Informatie Model

C. Information Systems Architectures Applicatie Architectuur

D. Technology Architecture

E. Opportunities and Solutions

F. Migration Planning Soll Architectuur Relatie Domein

G. Implementation Governance

H. Architecture Change Management

Primaire Bedrijfsfuncties en processen

Current situation Bedrijfsservices

Bedrijfsfunctie Model InsCompany


Primair

CRM Planning

Productie Strategie

Markt planning

Acceptatie beleid



CRM Strategie

Product Planning


Inzet planning




Beleggingsstrategie


Secundair








Herverzekeren

Uitvoeren inkoop




HRM



Bedrijfsprocessen

Applicatie Services



ACBE verbandsrolbeheer ACBE provisiebeheer

ACBE relatiebeheer



ACBE productbeheer







Siebel Schermen

ACBE stamgegevens beheer ACBE tussenpersoon beheer

Orca2 schermen

ACBE Schermen

Presentatie Laag

Orca2 relatiebeheer



Siebel communicatiekanaal beheer


Siebel Abonnement beheer



Siebel verkoopkansbeheer

Siebel campagne beheer






DBBUNST Tussenpersoon

ACBE

BGS

Orca2

BGS ACBE import

ACBE extractie

TPL

TPC

TPL Neon relatie import

Orca2 Neon export

Zodiac

TPC Neon relatie import


Orca2 Wasstraat export

DBBUDNST

EuroLife

Siebel AFM import

Siebel GBA import

Siebel Wasstraat import

Siebel SAS export

DBBUDNST ACBE import

Zodiac ZMO export

Orca2 ACBE import

Siebel

DBBUDNST Tussenpersoon raadplegen

Zodiac ZDS export


Coda

Integratie Laag inclusief data uitwisseling Export gegevens




Neon Fisys exportgegevens Orca2 Neon exportgegevens



BGS ACBE import script


Neon Middleware


Siebel Wasstraat import script Wasstraat Eurolife import

Wasstraat Orca2 import

Wasstraat ACBE import



Wasstraat TPL import

Wasstraat Orca2 import script

Neon Fisys export

Neon TPL import

Neon TPC export

Neon CPM export

Neon TPL export

Neon Fisys import

Neon Orca2 import

Neon TPC import

Siebel AFM import script


Importgegevens













UX Scripting Service Progress DB Service

Oracle 8i DB Service Oracle 10 DB Service

Network Drive

Infrastructuur

Oracle Storage Node

!! Progress Node


HP Itanium



DB Assyst

DB BUDNST

DB TPL

DB ACBE

DB SAS

DB BGS

DB Siebel

DB TPC

Oracle 10 Database DB Wasstraat

DB Coda

DB Zodiac

DB Eurolife

Current situation (detail) Bedrijfsservices

Bedrijfsfunctie Model InsCompany

Management en Strategie CRM Planning

Productie Strategie

Markt planning

Acceptatie beleid

CRM Strategie

Product Planning


Inzet planning



Beleggingsstrategie

Bedrijfsprocessen

Applicatie Services

Stam relatie gegevensbeheer


Primair

CRM Planning

Productie Strategie

Markt planning

Acceptatie beleid


CRM Strategie

Product Planning


Inzet planning




Beleggingsstrategie

03. Advise and Sell (3. Advies verkoop en behoud) 04. Perform Underwriting (4. Verzekeren in de boeken nemen van nieuwe productie incl. verhoging)

Current situation (detail)

Bedrijfsprocessen

Applicatie Services


ACBE stamgegevens beheer



ACBE provisiebeheer

ACBE relatiebeheer



ACBE productbeheer

Orca2 schermen

ACBE Schermen

Presentatie Laag







Orca2 relatiebeheer


ACBE ACBE extractie

BGS BGS ACBE import

Orca2 Orca2 Neon export Orca2 W asstraat export Orca2 ACBE import


Orca2 Wasstraat export gegevens

TPL TPL Neon relatie import

05 (5

ACBE

BGS

Orca2

BGS ACBE import

ACBE extractie

TPL

TPC

TPL Neon relatie import

Orca2 Neon export

TPC Neon relatie import


Current situation (detail) Orca2 ACBE import


Orca2 Wasstraat export gegevens ACBE exportgegevens Orca2 Neon exportgegevens




W asstraat Eurolife import BGS ACBE import script


W asstraat Orca2 import

W asstraat ACBE import




W asstraat Orca2 import script

Importgegevens









Neon Orca2 importg


UX Scripting Service Progress DB Service

Oracle 8i DB Service

Network Drive

Infrastructuur

!! Progress Node




DB Assyst

DB BUDNST

DB TPL

DB ACBE

DB SAS

DB BGS

DB Siebel

DB TPC

Information view (TOGAF ADM B) Overeenkomst en Reglement

Definitie uitvoeringsovereenkomst

Definitie pensioenreglement

Uitvoeringsovereenkomst

Pensioenuitvoerder Werkgever

Pensioenreglement

Werknemer Dienstverband

Tussenpersoon

Regeling en Contract Deelname Definitie regeling Regeling

Pensioenovereenkomst

Pensioenaanspraak

Application view (TOGAF ADM C) Applicatie Service

ACBE tussenpersoon gegevens raadplegen ACBE provisiebeheer

ACBE productbeheer

ACBE historieraadplegen

Applications

Scriptfiles ACBE Schermen ACBE relatiebeheer



ACBE stamgegevens beheer

ACBE

MSWord schermen ACBE tussenpersoon gegevens raadplegen ACBE extractie

ACBE provisiebeheer

ACBE productbeheer



ACBE organisatiegegevens

ACBE historiegegevens

Data ACBE relatiegegevens

ACBE provisiegegevens

ACBE tussenpersoongegevens

ACBE bedrijfsgegevens

ACBE natuurlijkpersoon gegevens

ACBE productgegevens

ACBE verbandsrolgegevens

ACBE stamgegevens

ACBE e

These do’s and don'ts are based upon multiple years of experience

LESSONS LEARNED

Don’t start digging a definition gap with your stakeholders let ArchiMate Help

Social (Understanding) Pragmatic (Knowledge)

Semantic (Meaning)

Syntactic (relationships)

Starting with definitions is starting a Semantic war !

Morphological (Objects)

A Top Down approach is more successful as result of the social acceptance

Distinguish in project and EA deliverables

Create an ecosystem of maintenance Apply ArchiMate for those models that need to be maintained

Apply context dependant communication styles

Enforcer



Know the stakeholders and apply unilateral and bilateral communication styles as you balance as EA between enforcer and guide.



Keep in mind: Sense and Connect…

Guide

Enterprise Architect

Use principles and workshop techniques ! Be the guide for all stakeholders by using principles !

Strategic Principes

Business Principles

Commercial Principles Enterprise Architect

IT Management Principles

Enterprise Architectuur Principes

Use documentation that is allready available.

Apply the Human Tact, ensure principles are acceptable and deserve the right to guide your stakeholders further into the process Workshops seems to be an excellent instrument in immature environments even more then EA Frameworks !

If you decide to drive EA as a project ! Situation

We need to be complete

Scope Creep

Construction Department

Project Manager

Just enough information to manage the purpose of the effort Enterprise Architect

Less graphical knowledge    

It’s not sexy Most valuable asset It’s clerks work Do and don’t  Don’t stay in satellite mode  Keep it practical

Common issues 

   

Give EA priority, otherwise there is always something more important to do Conflict of tooling, make it transparent Just enough effort to achieve the EA goal ArchiMate is no BPMN and no UML ArchiMate needs addition for the architect profession  Principle correlation  Portfolio management

ArchiMate for modeling and analysis of Enterprise Architecture at a major Insurance Firm

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