Category Archives: TOGAF

The Open Group Boston 2014 Preview: Talking People Architecture with David Foote

By The Open Group

Among all the issues that CIOs, CTOs and IT departments are facing today, staffing is likely near the top of the list of what’s keeping them up at night. Sure, there’s dealing with constant (and disruptive) technological changes and keeping up with the latest tech and business trends, such as having a Big Data, Internet of Things (IoT) or a mobile strategy, but without the right people with the right skills at the right time it’s impossible to execute on these initiatives.

Technology jobs are notoriously difficult to fill–far more difficult than positions in other industries where roles and skillsets may be much more static. And because technology is rapidly evolving, the roles for tech workers are also always in flux. Last year you may have needed an Agile developer, but today you may need a mobile developer with secure coding ability and in six months you might need an IoT developer with strong operations or logistics domain experience—with each position requiring different combinations of tech, functional area, solution and “soft” skillsets.

According to David Foote, IT Industry Analyst and co-founder of IT workforce research and advisory firm Foote Partners, the mash-up of HR systems and ad hoc people management practices most companies have been using for years to manage IT workers have become frighteningly ineffective. He says that to cope in today’s environment, companies need to architect their people infrastructure similar to how they have been architecting their technical infrastructure.

“People Architecture” is the term Foote has coined to describe the application of traditional architectural principles and practices that may already be in place elsewhere within an organization and applying them to managing the IT workforce. This includes applying such things as strategy and capability roadmaps, phase gate blueprints, benchmarks, performance metrics, governance practices and stakeholder management to human capital management (HCM).

HCM components for People Architecture typically include job definition and design, compensation, incentives and recognition, skills demand and acquisition, job and career paths, professional development and work/life balance.

Part of the dilemma for employers right now, Foote says, is that there is very little job title standardization in the marketplace and too many job titles floating around IT departments today. “There are too many dimensions and variability in jobs now that companies have gotten lost from an HR perspective. They’re unable to cope with the complexity of defining, determining pay and laying out career paths for all these jobs, for example. For many, serious retention and hiring problems are showing up for the first time. Work-around solutions used for years to cope with systemic weaknesses in their people management systems have stopped working,” says Foote. “Recruiters start picking off their best people and candidates are suddenly rejecting offers and a panic sets in. Tensions are palpable in their IT workforce. These IT realities are pervasive.”

Twenty-five years ago, Foote says, defining roles in IT departments was easier. But then the Internet exploded and technology became far more customer-facing, shifting basic IT responsibilities from highly technical people deep within companies to roles requiring more visibility and transparency within and outside the enterprise. Large chunks of IT budgets moved into the business lines while traditional IT became more of a business itself.

According to Foote, IT roles became siloed not just by technology but by functional areas such as finance and accounting, operations and logistics, sales, marketing and HR systems, and by industry knowledge and customer familiarity. Then the IT professional services industry rapidly expanded to compete with their customers for talent in the marketplace. Even the architect role changed: an Enterprise Architect today can specialize in applications, security or data architecture among others, or focus on a specific industry such as energy, retail or healthcare.

Foote likens the fragmentation of IT jobs and skillsets that’s happening now to the emergence of IT architecture 25 years ago. Just as technical architecture practices emerged to help make sense of the disparate systems rapidly growing within companies and how best to determine the right future tech investments, a people architecture approach today helps organizations better manage an IT workforce spread through the enterprise with roles ranging from architects and analysts to a wide variety of engineers, developers and project and program managers.

“Technical architecture practices were successful because—when you did them well—companies achieved an understanding of what they have systems-wise and then connected it to where they were going and how they were going to get there, all within a process inclusive of all the various stakeholders who shared the risk in the outcome. It helped clearly define enterprise technology capabilities and gave companies more options and flexibility going forward,” according to Foote.

“Right now employers desperately need to incorporate in human capital management systems and practice the same straightforward, inclusive architecture approaches companies are already using in other areas of their businesses. This can go a long way toward not just lessening staffing shortages but also executing more predictably and being more agile in face of constant uncertainties and the accelerating pace of change. Ultimately this translates into a more effective workforce whether they are full-timers or the contingent workforce of part-timers, consultants and contractors.

“It always comes down to your people. That’s not a platitude but a fact,” insists Foote. “If you’re not competitive in today’s labor marketplace and you’re not an employer where people want to work, you’re dead.”

One industry that he says has gotten it right is the consulting industry. “After all, their assets walk out the door every night. Consulting groups within firms such as IBM and Accenture have been good at architecting their staffing because it’s their job to get out in front of what’s coming technologically. Because these firms must anticipate customer needs before they get the call to implement services, they have to be ahead of the curve in already identifying and hiring the bench strength needed to fulfill demand. They do many things right to hire, develop and keep the staff they need in place.”

Unfortunately, many companies take too much of a just-in-time approach to their workforce so they are always managing staffing from a position of scarcity rather than looking ahead, Foote says. But, this is changing, in part due to companies being tired of never having the people they need and being able to execute predictably.

The key is to put a structure in place that addresses a strategy around what a company needs and when. This applies not just to the hiring process, but also to compensation, training and advancement.

“Architecting anything allows you to be able to, in a more organized way, be more agile in dealing with anything that comes at you. That’s the beauty of architecture. You plan for the fact that you’re going to continue to scale and continue to change systems, the world’s going to continue to change, but you have an orderly way to manage the governance, planning and execution of that, the strategy of that and the implementation of decisions knowing that the architecture provides a more agile and flexible modular approach,” he said.

Foote says organizations such as The Open Group can lend themselves to facilitating People Architecture in a couple different ways. First, through extending the principles of architecture to human capital management, and second through vendor-independent, expertise and experience driven certifications, such as TOGAF® or OpenCA and OpenCITS, that help companies define core competencies for people and that provide opportunities for training and career advancement.

“I’m pretty bullish on many vendor-independent certifications in general, particularly where a defined book of knowledge exists that’s achieved wide acceptance in the industry. And that’s what you’ve got with The Open Group. Nobody’s challenging the architectural framework supremacy of TOGAF that that I’m aware of. In fact, large vendors with their own certifications participated actively in developing the framework and applying it very successfully to their business models,” he said.

Although the process of implementing People Architecture can be difficult and may take several years to master (much like Enterprise Architecture), Foote says it is making a huge difference for companies that implement it.

To learn more about People Architecture and models for implementing it, plan to attend Foote’s session at The Open Group Boston 2014 on Tuesday July 22. Foote’s session will address how architectural principles are being applied to human capital so that organizations can better manage their workforces from hiring and training through compensation, incentives and advancement. He will also discuss how career paths for EAs can be architected. Following the conference, the session proceedings will be available to Open Group members and conference attendees at www.opengroup.org.

Join the conversation – #ogchat #ogBOS

footeDavid Foote is an IT industry research pioneer, innovator, and one of the most quoted industry analysts on global IT workforce trends and multiple facets of the human side of technology value creation. His two decades of groundbreaking deep research and analysis of IT-business cross-skilling and technology/business management integration and leading the industry in innovative IT skills demand and compensation benchmarking has earned him a place on a short list of thought leaders in IT human capital management.

A former Gartner and META Group analyst, David leads the research and analytical practice groups at Foote Partners that reach 2,300 customers on six continents.

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The Open Group Open Platform 3.0™ Starts to Take Shape

By Dr. Chris Harding, Director for Interoperability, The Open Group

The Open Group published a White Paper on Open Platform 3.0™ at the start of its conference in Amsterdam in May 2014. This article, based on a presentation given at the conference, explains how the definition of the platform is beginning to emerge.

Introduction

Amsterdam is a beautiful place. Walking along the canals is like moving through a set of picture postcards. But as you look up at the houses beside the canals, and you see the cargo hoists that many of them have, you are reminded that the purpose of the arrangement was not to give pleasure to tourists. Amsterdam is a great trading city, and the canals were built as a very efficient way of moving goods around.

This is also a reminder that the primary purpose of architecture is not to look beautiful, but to deliver business value, though surprisingly, the two often seem to go together quite well.

When those canals were first thought of, it might not have been obvious that this was the right thing to do for Amsterdam. Certainly the right layout for the canal network would not be obvious. The beginning of a project is always a little uncertain, and seeing the idea begin to take shape is exciting. That is where we are with Open Platform 3.0 right now.

We started with the intention to define a platform to enable enterprises to get value from new technologies including cloud computing, social computing, mobile computing, big data, the Internet of Things, and perhaps others. We developed an Open Group business scenario to capture the business requirements. We developed a set of business use-cases to show how people are using and wanting to use those technologies. And that leads to the next step, which is to define the platform. All these new technologies and their applications sound wonderful, but what actually is Open Platform 3.0?

The Third Platform

Looking historically, the first platform was the computer operating system. A vendor-independent operating system interface was defined by the UNIX® standard. The X/Open Company and the Open Software Foundation (OSF), which later combined to form The Open Group, were created because companies everywhere were complaining that they were locked into proprietary operating systems. They wanted applications portability. X/Open specified the UNIX® operating system as a common application environment, and the value that it delivered was to prevent vendor lock-in.

The second platform is the World Wide Web. It is a common services environment, for services used by people browsing web pages or for web services used by programs. The value delivered is universal deployment and access. Any person or company anywhere can create a services-based solution and deploy it on the web, and every person or company throughout the world can access that solution.

Open Platform 3.0 is developing as a common architecture environment. This does not mean it is a replacement for TOGAF®. TOGAF is about how you do architecture and will continue to be used with Open Platform 3.0. Open Platform 3.0 is about what kind of architecture you will create. It will be a common environment in which enterprises can do architecture. The big business benefit that it will deliver is integrated solutions.

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Figure 1: The Third Platform

With the second platform, you can develop solutions. Anyone can develop a solution based on services accessible over the World Wide Web. But independently-developed web service solutions will very rarely work together “out of the box”.

There is an increasing need for such solutions to work together. We see this need when looking at The Open Platform 3.0 technologies. People want to use these technologies together. There are solutions that use them, but they have been developed independently of each other and have to be integrated. That is why Open Platform 3.0 has to deliver a way of integrating solutions that have been developed independently.

Common Architecture Environment

The Open Group has recently published its first thoughts on Open Platform 3.0 in the Open Platform 3.0 White Paper. This lists a number of things that will eventually be in the Open Platform 3.0 standard. Many of these are common architecture artifacts that can be used in solution development. They will form a common architecture environment. They are:

  • Statement of need, objectives, and principles – this is not part of that environment of course; it says why we are creating it.
  • Definitions of key terms – clearly you must share an understanding of the key terms if you are going to develop common solutions or integrable solutions.
  • Stakeholders and their concerns – an understanding of these is an important aspect of an architecture development, and something that we need in the standard.
  • Capabilities map – this shows what the products and services that are in the platform do.
  • Basic models – these show how the platform components work with each other and with other products and services.
  • Explanation of how the models can be combined to realize solutions – this is an important point and one that the white paper does not yet start to address.
  • Standards and guidelines that govern how the products and services interoperate – these are not standards that The Open Group is likely to produce, they will almost certainly be produced by other bodies, but we need to identify the appropriate ones and probably in some cases coordinate with the appropriate bodies to see that they are developed.

The Open Platform 3.0 White Paper contains an initial statement of needs, objectives and principles, definitions of some key terms, a first-pass list of stakeholders and their concerns, and half a dozen basic models. The basic models are in an analysis of the business use-cases for Open Platform 3.0 that were developed earlier.

These are just starting points. The white paper is incomplete: each of the sections is incomplete in itself, and of course the white paper does not contain all the sections that will be in the standard. And it is all subject to change.

An Example Basic Model

The figure shows a basic model that could be part of the Open Platform 3.0 common architecture environment.

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Figure 2: Mobile Connected Device Model

This is the Mobile Connected Device Model: one of the basic models that we identified in the snapshot. It comes up quite often in the use-cases.

The stack on the left is a mobile device. It has a user, it has apps, it has a platform which would probably be Android or iOS, it has infrastructure that supports the platform, and it is connected to the World Wide Web, because that’s part of the definition of mobile computing.

On the right you see, and this is a frequently encountered pattern, that you don’t just use your mobile device for running apps. Maybe you connect it to a printer, maybe you connect it to your headphones, maybe you connect it to somebody’s payment terminal, you can connect it to many things. You might do this through a Universal Serial Bus (USB). You might do it through Bluetooth. You might do it by Near Field Communications (NFC). You might use other kinds of local connection.

The device you connect to may be operated by yourself (e.g. if it is headphones), or by another organization (e.g. if it is a payment terminal). In the latter case you typically have a business relationship with the operator of the connected device.

That is an example of the basic models that came up in the analysis of the use-cases. It is captured in the White Paper. It is fundamental to mobile computing and is also relevant to the Internet of Things.

Access to Technologies

This figure captures our understanding of the need to obtain information from the new technologies, social media, mobile devices, sensors and so on, the need to process that information, maybe on the cloud, to manage it and, ultimately, to deliver it in a form where there is analysis and reasoning that enables enterprises to take business decisions.

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Figure 3: Access to Technologies

The delivery of information to improve the quality of decisions is the source of real business value.

User-Driven IT

The next figure captures a requirement that we picked up in the development of the business scenario.

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Figure 4: User-Driven IT

Traditionally, you would have had the business use in the business departments of an enterprise, and pretty much everything else in the IT department. But we are seeing two big changes. One is that the business users are getting smarter, more able to use technology. The other is they want to use technology themselves, or to have business technologists closely working with them, rather than accessing it indirectly through the IT department.

The systems provisioning and management is now often done by cloud service providers, and the programming and integration and helpdesk by cloud brokers, or by an IT department that plays a broker role, rather than working in the traditional way.

The business still needs to retain responsibility for the overall architecture and for compliance. If you do something against your company’s principles, your customers will hold you responsible. It is no defense to say, “Our broker did it that way.” Similarly, if you break the law, your broker does not go to jail, you do. So those things will continue to be more associated with the business departments, even as the rest is devolved.

In short, businesses have a new way of using IT that Open Platform 3.0 must and will accommodate.

Integration of Independently-Developed Solutions

The next figure illustrates how the integration of independently developed solutions can be achieved.

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Figure 5: Architecture Integration

It shows two solutions, which come from the analysis of different business use-cases. They share a common model, which makes it much easier to integrate them. That is why the Open Platform 3.0 standard will define common models for access to the new technologies.

The Open Platform 3.0 standard will have other common artifacts: architectural principles, stakeholder definitions and descriptions, and so on. Independently-developed architectures that use them can be integrated more easily.

Enterprises develop their architectures independently, but engage with other enterprises in business ecosystems that require shared solutions. Increasingly, business relationships are dynamic, and there is no time to develop an agreed ecosystem architecture from scratch. Use of the same architecture platform, with a common architecture environment including elements such as principles, stakeholder concerns, and basic models, enables the enterprise architectures to be integrated, and shared solutions to be developed quickly.

Completing the Definition

How will we complete the definition of Open Platform 3.0?

The Open Platform 3.0 Forum recently published a set of 22 business use-cases – the Nexus of Forces in Action. These use-cases show the application of Social, Mobile and Cloud Computing, Big Data, and the Internet of Things in a wide variety of business areas.

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Figure 6: Business Use-Cases

The figure comes from that White Paper and shows some of those areas: multimedia, social networks, building energy management, smart appliances, financial services, medical research, and so on.

Use-Case Analysis

We have started to analyze those use-cases. This is an ArchiMate model showing how our first business use-case, The Mobile Smart Store, could be realized.

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Figure 7: Use-Case Analysis

As you look at it you see common models. Outlined on the left is a basic model that is pretty much the same as the original TOGAF Technical Reference Model. The main difference is the addition of a business layer (which shows how enterprise architecture has moved in the business direction since the TRM was defined).

But you also see that the same model appears in the use-case in a different place, as outlined on the right. It appears many times throughout the business use-cases.

Finally, you can see that the Mobile Connected Device Model has appeared in this use-case (outlined in the center). It appears in other use-cases too.

As we analyze the use-cases, we find common models, as well as common principles, common stakeholders, and other artifacts.

The Development Cycle

We have a development cycle: understanding the value of the platform by considering use-cases, analyzing those use-cases to derive common features, and documenting the common features in a specification.

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Figure 8: The Development Cycle

The Open Platform 3.0 White Paper represents the very first pass through that cycle, further passes will result in further White Papers, a snapshot, and ultimately The Open Platform 3.0 standard, and no doubt more than one version of that standard.

Conclusions

Open Platform 3.0 provides a common architecture environment. This enables enterprises to derive business value from social computing, mobile computing, big data, the Internet-of-Things, and potentially other new technologies.

Cognitive computing, for example, has been suggested as another technology that Open Platform 3.0 might in due course accommodate. What would that lead to? There would be additional use-cases, which would lead to further analysis, which would no doubt identify some basic models for cognitive computing, which would be added to the platform.

Open Platform 3.0 enables enterprise IT to be user-driven. There is a revolution in the way that businesses use IT. Users are becoming smarter and more able to use technology, and want to do so directly, rather than through a separate IT department. Business departments are taking in business technologists who understand how to use technology for business purposes. Some companies are closing their IT departments and using cloud brokers instead. In other companies, the IT department is taking on a broker role, sourcing technology that business people use directly.Open Platform 3.0 will be part of that revolution.

Open Platform 3.0 will deliver the ability to integrate solutions that have been independently developed. Businesses typically exist within one or more business ecosystems. Those ecosystems are dynamic: partners join, partners leave, and businesses cannot standardize the whole architecture across the ecosystem; it would be nice to do so but, by the time it was done, the business opportunity would be gone. Integration of independently developed architectures is crucial to the world of business ecosystems and delivering value within them.

Call for Input

The platform will deliver a common architecture environment, user-driven enterprise IT, and the ability to integrate solutions that have been independently developed. The Open Platform 3.0 Forum is defining it through an iterative process of understanding the content, analyzing the use-cases, and documenting the common features. We welcome input and comments from other individuals within and outside The Open Group and from other industry bodies.

If you have comments on the way Open Platform 3.0 is developing or input on the way it should develop, please tell us! You can do so by sending mail to platform3-input@opengroup.org or share your comments on our blog.

References

The Open Platform 3.0 White Paper: https://www2.opengroup.org/ogsys/catalog/W147

The Nexus of Forces in Action: https://www2.opengroup.org/ogsys/catalog/W145

TOGAF®: http://www.opengroup.org/togaf/

harding

Dr. Chris Harding is Director for Interoperability at The Open Group. He has been with The Open Group for more than ten years, and is currently responsible for managing and supporting its work on interoperability, including SOA and interoperability aspects of Cloud Computing, and the Open Platform 3.0™ Forum. He is a member of the BCS, the IEEE and the AEA, and is a certified TOGAF® practitioner.

 

 

 

 

 

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ArchiMate® Users Group Meeting

By The Open Group

During a special ArchiMate® users group meeting on Wednesday, May 14 in Amsterdam, Andrew Josey, Director of Standards within The Open Group, presented on the ArchiMate certification program and adoption of the language. Andrew is currently managing the standards process for The Open Group, and has recently led the standards development projects for TOGAF® 9.1, ArchiMate 2.1, IEEE Std 1003.1-2008 (POSIX), and the core specifications of the Single UNIX Specification, Version 4.

ArchiMate®, a standard of The Open Group, is an open and independent modeling language for Enterprise Architecture that is supported by different vendors and consulting firms. ArchiMate provides instruments to enable Enterprise Architects to describe, analyze and visualize the relationships among business domains in an unambiguous way. ArchiMate is not an isolated development. The relationships with existing methods and techniques, like modeling languages such as UML and BPMN, and methods and frameworks like TOGAF and Zachman, are well-described.

In this talk, Andrew provided an overview of the ArchiMate 2 certification program, including information on the adoption of the ArchiMate modeling language. He gave an overview of the major milestones in the development of Archimate and referred to the Dutch origins of the language. The Dutch Telematica Institute created the Archimate language in the period 2002-2004 and the language is now widespread. There have been over 41,000 downloads of different versions of the ArchiMate specification from more than 150 countries. At 52%, The Netherlands is leading the “Top 10 Certifications by country”. However, the “Top 20 Downloads by country” is dominated by the USA (19%), followed by the UK (14%) and The Netherlands (12%). One of the tools developed to support ArchiMate is Archi, a free open-source tool created by Phil Beauvoir at the University of Bolton in the UK. Since its development, Archi also has grown from a relatively small, home-grown tool to become a widely used open-source resource that averages 3,000 downloads per month and whose community ranges from independent practitioners to Fortune 500 companies. It is no surprise that again, Archi is mostly downloaded in The Netherlands (17.67%), the United States (12.42%) and the United Kingdom (8.81%).

After these noteworthy facts and figures, Henk Jonkers took a deep dive into modeling risk and security. Henk Jonkers is a senior research consultant, involved in BiZZdesign’s innovations in the areas of Enterprise Architecture and engineering. He was one of the main developers of the ArchiMate language, an author of the ArchiMate 1.0 and 2.0 Specifications, and is actively involved in the activities of the ArchiMate Forum of The Open Group. In this talk, Henk showed several examples of how risk and security aspects can be incorporated in Enterprise Architecture models using the ArchiMate language. He also explained how the resulting models could be used to analyze risks and vulnerabilities in the different architectural layers, and to visualize the business impact that they have.

First Henk described the limitations of current approaches – existing information security and risk management methods do not systematically identify potential attacks. They are based on checklists, heuristics and experience. Security controls are applied in a bottom-up way and are not based on a thorough analysis of risks and vulnerabilities. There is no explicit definition of security principles and requirements. Existing systems only focus on IT security. They have difficulties in dealing with complex attacks on socio-technical systems, combining physical and digital access, and social engineering. Current approaches focus on preventive security controls, and corrective and curative controls are not considered. Security by Design is a must, and there is always a trade-off between the risk factor versus process criticality. Henk gave some arguments as to why ArchiMate provides the right building blocks for a solid risk and security architecture. ArchiMate is widely accepted as an open standard for modeling Enterprise Architecture and support is widely available. ArchiMate is also suitable as a basis for qualitative and quantitative analysis. And last but not least: there is a good fit with other Enterprise Architecture and security frameworks (TOGAF, Zachman, SABSA).

“The nice thing about standards is that there are so many to choose from”, emeritus professor Andrew Stuart Tanenbaum once said. Using this quote as a starting point, Gerben Wierda focused his speech on the relationship between the ArchiMate language and Business Process Model and Notation (BPMN). In particular he discussed Bruce Silver’s BPMN Method and Style. He stated that ArchiMate and BPMN can exist side by side. Why would you link BPMN and Archimate? According to Gerben there is a fundamental vision behind all of this. “There are unavoidably many ‘models’ of the enterprise that are used. We cannot reduce that to one single model because of fundamentally different uses. We even cannot reduce that to a single meta-model (or pattern/structure) because of fundamentally different requirements. Therefore, what we need to do is look at the documentation of the enterprise as a collection of models with different structures. And what we thus need to do is make this collection coherent.”

Gerben is Lead Enterprise Architect of APG Asset Management, one of the largest Fiduciary Managers (± €330 billion Assets under Management) in the world, with offices in Heerlen, Amsterdam, New York, Hong Kong and Brussels. He has overseen the construction of one of the largest single ArchiMate models in the world to date and is the author of the book “Mastering ArchiMate”, based on his experience in large scale ArchiMate modeling. In his speech, Gerben showed how the leading standards ArchiMate and BPMN (Business Process Modeling Notation, an OMG standard) can be used together, creating one structured logically coherent and automatically synchronized description that combines architecture and process details.

Marc Lankhorst, Managing Consultant and Service Line Manager Enterprise Architecture at BiZZdesign, presented on the topic of capability modeling in ArchiMate. As an internationally recognized thought leader on Enterprise Architecture, he guides the development of BiZZdesign’s portfolio of services, methods, techniques and tools in this field. Marc is also active as a consultant in government and finance. In the past, he has managed the development of the ArchiMate language for Enterprise Architecture modeling, now a standard of The Open Group. Marc is a certified TOGAF9 Enterprise Architect and holds an MSc in Computer Science from the University of Twente and a PhD from the University of Groningen in the Netherlands. In his speech, Marc discussed different notions of “capability” and outlined the ways in which these might be modeled in ArchiMate. In short, a business capability is something an enterprise does or can do, given the various resources it possesses. Marc described the use of capability-based planning as a way of translating enterprise strategy to architectural choices and look ahead at potential extensions of ArchiMate for capability modeling. Business capabilities provide a high-level view of current and desired abilities of the organization, in relation to strategy and environment. Enterprise Architecture practitioners design extensive models of the enterprise, but these are often difficult to communicate with business leaders. Capabilities form a bridge between the business leaders and the Enterprise Architecture practitioners. They are very helpful in business transformation and are the ratio behind capability based planning, he concluded.

For more information on ArchiMate, please visit:

http://www.opengroup.org/subjectareas/enterprise/archimate

For information on the Archi tool, please visit: http://www.archimatetool.com/

For information on joining the ArchiMate Forum, please visit: http://www.opengroup.org/getinvolved/forums/archimate

 

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The Open Group Summit Amsterdam 2014 – Day Three Highlights

By Loren K. Baynes, Director, Global Marketing Communications, The Open Group

May 14, day three of The Open Group Summit Amsterdam, was another busy day for our attendees and presenters.  Tracks included ArchiMate®The Open Group Open Platform 3.0™-Big Data, Open CITS, TOGAF®, Architecture Methods and Professional Development.

Mark Skilton, Professor of Practice, Information Systems Management, Warwick Business School, UK presented “Creating Value in the Digital Economy”. Skilton discussed how the digital media in social, networks, mobile devices, sensors and the explosion of big data and cloud computing networks is interconnecting potentially everything everywhere – amounting to a new digital ecosystem.  These trends have significantly enhanced the importance of IT in its role and impact on business and market value locally, regionally and globally.

Other notable speakers included Thomas Obitz, Principal Advisor, KPMG, LLK, UK, and Paul Bonnie, Head of Architecture Office, ING, The Netherlands, who shared how standards, such as TOGAF®, an Open Group standard, are necessary and effective in the financial services industry.

During a special users group meeting in the evening, Andrew Josey, Director of Standards within The Open Group, presented the ArchiMate certification program and adoption of the language. . Andrew is currently managing the standards process for The Open Group, and has recently led the standards development projects for TOGAF® 9.1, ArchiMate 2.1, IEEE Std 1003.1-2008 (POSIX), and the core specifications of the Single UNIX Specification, Version 4.

Andrew provided an overview of the ArchiMate 2 certification program, including information on the adoption of the ArchiMate modeling language. He discussed the major milestones in the development of ArchiMate and referred to the Dutch origins of the language. The ArchiMate language was developed beginning in 2002 and is now widespread.  There have been over 41,000 downloads of ArchiMate specifications from more than 150 countries.

Henk Jonkers, senior research consultant involved in BiZZdesign’s innovations in Enterprise Architecture (EA) and one of the main developers of the ArchiMate language, took a deep dive into modeling risk and security.

Henk JonkersHenk Jonkers, BiZZdesign

As a final farewell from Amsterdam, a special thanks goes to our sponsors and exhibitors during this dynamic summit:  BiZZdesign, MEGA, ARCA Strategic Group, Good e-Learning, Orbus Software, Corso, Van Haren, Metaplexity, Architecting the Enterprise, Biner and the Association of Enterprise Architects (AEA).

For those of you who attended the Summit, please give us your feedback! https://www.surveymonkey.com/s/AMST2014

Stay tuned for Summit proceedings to be posted soon!  See you at our event in Boston, Massachusetts July 21-22!

 

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The Open Group Summit Amsterdam 2014 – Day Two Highlights

By Loren K. Baynes, Director, Global Marketing Communications, The Open Group

On Tuesday, May 13, day two of The Open Group Summit Amsterdam, the morning plenary began with a welcome from The Open Group President and CEO Allen Brown. He presented an overview of the Forums and the corresponding Roadmaps. He described the process of standardization, from the initial work to a preliminary standard, including review documents, whitepapers and snapshots, culminating in the final publication of an open standard. Brown also announced that Capgemini is again a Platinum member of The Open Group and contributes to the realization of the organization’s objectives in various ways.

Charles Betz, Chief Architect, Signature Client Group, AT&T and Karel van Zeeland, Lead IT4IT Architect, Shell IT International, presented the second keynote of the morning, ‘A Reference Architecture For the Business of IT’.  When the IT Value Chain and IT4IT Reference Architecture is articulated, instituted and automated, the business can experience huge cost savings in IT and significantly improved response times for IT service delivery, as well as increasing customer satisfaction.

AmsterdamPlenaryKarel van Zeeland, Charles Betz and Allen Brown

In 1998, Shell Information Technology started to restructure the IT Management and the chaos was complete. There were too many tools, too many vendors, a lack of integration, no common data model, a variety of user interfaces and no standards to support rapid implementation. With more than 28 different solutions for incident management and more than 160 repositories of configuration data, the complexity was immense. An unclear relationship with Enterprise Architecture and other architectural issues made the case even worse.

Restructuring the IT Management turned out to be a long journey for the Shell managers. How to manage 1,700 locations in 90 countries, 8,000 applications, 25,000 servers, dozens of global and regional datacenters,125,000 PCs and laptops, when at the same time you are confronted with trends like BYOD, mobility, cloud computing, security, big data and the Internet of Things (IoT).  According to Betz and van Zeeland, IT4IT is a promising platform for evolution of the IT profession. IT4IT however has the potential to become a full open standard for managing the business of IT.

Jeroen Tas, CEO of Healthcare Informatics Solutions and Services within Philips Healthcare, explained in his keynote speech, “Philips is becoming a software company”. Digital solutions connect and streamline workflow across the continuum of care to improve patient outcomes. Today, big data is supporting adaptive therapies. Smart algorithms are used for early warning and active monitoring of patients in remote locations. Tas has a dream, he wants to make a valuable contribution to a connected healthcare world for everyone.

In January 2014, Royal Philips announced the formation of Healthcare Informatics Solutions and Services, a new business group within Philips’ Healthcare sector that offers hospitals and health systems the customized clinical programs, advanced data analytics and interoperable, cloud-based platforms necessary to implement new models of care. Tas, who previously served as the Chief Information Officer of Philips, leads the group.

In January of this year, The Open Group launched The Open Group Healthcare Forum whichfocuses on bringing Boundaryless Information Flow™ to the healthcare industry enabling data to flow more easily throughout the complete healthcare ecosystem.

Ed Reynolds, HP Fellow and responsible for the HP Enterprise Security Services in the US, described the role of information risk in a new technology landscape. How do C-level executives think about risk? This is a relevant and urgent question because it can take more than 243 days before a data breach is detected. Last year, the average cost associated with a data breach increased 78% to 11.9 million dollars. Critical data assets may be of strategic national importance, have massive corporate value or have huge significance to an employee or citizen, be it the secret recipe of Coca Cola or the medical records of a patient. “Protect your crown jewels” is the motto.

Bart Seghers, Cyber Security Manager, Thales Security and Henk Jonkers, Senior Research Consultant of BiZZdesign, visualized the Business Impact of Technical Cyber Risks. Attacks on information systems are becoming increasingly sophisticated. Organizations are increasingly networked and thus more complex. Attacks use digital, physical and social engineering and the departments responsible for each of these domains within an organization operate in silos. Current risk management methods cannot handle the resulting complexity. Therefore they are using ArchiMate® as a risk and security architecture. ArchiMate is a widely accepted open standard for modeling Enterprise Architecture. There is also a good fit with other EA and security frameworks, such as TOGAF®. A pentest-based Business Impact Assessment (BIA) is a powerful management dashboard that increases the return on investment for your Enterprise Architecture effort, they concluded.

Risk Management was also a hot topic during several sessions in the afternoon. Moderator Jim Hietala, Vice President, Security at The Open Group, hosted a panel discussion on Risk Management.

In the afternoon several international speakers covered topics including Enterprise Architecture & Business Value, Business & Data Architecture and Open Platform 3.0™. In relation to social networks, Andy Jones, Technical Director, EMEA, SOA Software, UK, presented “What Facebook, Twitter and Netflix Didn’t Tell You”.

The Open Group veteran Dr. Chris Harding, Director for Interoperability at The Open Group, and panelists discussed and emphasized the importance of The Open Group Open Platform 3.0™. The session also featured a live Q&A via Twitter #ogchat, #ogop3.

The podcast is now live. Here are the links:

Briefings Direct Podcast Home Page: http://www.briefingsdirect.com/

PODCAST STREAM: http://traffic.libsyn.com/interarbor/BriefingsDirect-The_Open_Group_Amsterdam_Conference_Panel_Delves_into_How_to_Best_Gain_Business_Value_From_Platform_3.mp3

PODCAST SUMMARY: http://briefingsdirect.com/the-open-group-amsterdam-panel-delves-into-how-to-best-gain-business-value-from-platform-30

In the evening, The Open Group hosted a tour and dinner experience at the world-famous Heineken Brewery.

For those of you who attended the summit, please give us your feedback! https://www.surveymonkey.com/s/AMST2014

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The Open Group Summit Amsterdam 2014 – Day One Highlights

By Loren K. Baynes, Director, Global Marketing Communications, The Open Group

The Open Group Summit Amsterdam, held at the historic Hotel Krasnapolsky, began on Monday, May 12 by highlighting how the industry is moving further towards Boundaryless Information Flow™. After the successful introduction of The Open Group Healthcare Forum in San Francisco, the Governing Board is now considering other vertical Forums such as the airline industry and utilities sector.

The morning plenary began with a welcome from Steve Nunn, COO of The Open Group and CEO of the Association of Enterprise Architects (AEA). He mentioned that Amsterdam has a special place in his heart because of the remembrance of the 2001 event also held in Amsterdam, just one month after the 9/11 attacks which shocked the world. Today, with almost 300 registrations and people from 29 different countries, The Open Group is still appealing to a wide range of nationalities.

Allen Brown, President and CEO of The Open Group, took the audience on a journey as he described the transformation process that The Open Group has been on over the last thirty years from its inception in 1984. After a radically financial reorganization and raising new working capital, The Open Group is flourishing more than ever and is in good financial health.

It is amazing that 40 percent of the staff of 1984 is still working for The Open Group. What is the secret? You should have the right people in the boat with shared values and commitment. “In 2014, The Open Group runs a business, but stays a not-for-profit organization, a consortium”, Brown emphasized. “Enterprise Architecture is not a commercial vehicle or a ‘trendy’ topic. The Open Group always has a positive attitude and will never criticize other organizations. Our certification programs are a differentiator compared to other organizations. We collaborate with other consortia and standard bodies like ISO and ITIL”, Brown said.

Now the world is much more complex. Technology risk is increasing. A common language based on common standards is needed more than ever. TOGAF®, an Open Group standard, was in its infancy in 1998 and now it is the common standard for Enterprise Architects all over the world. In 1984, the UNIX® platform was the first platform of The Open Group. The Open Group Open Platform 3.0™, launched last year, focuses on new and emerging technology trends like mobility, big data, cloud computing and the Internet of Things converging with each other and leading to new business models and system designs. “The Open Group is all about building relationships and networking”, Brown concluded.

Leonardo Ramirez, CEO of ARCA SG and Chair of AEA Colombia, talked about the role of interoperability and Enterprise Architecture in Latin America. Colombia is now a safe country and has the strongest economy in the region. In 2011 Colombia promoted the electronic government and TOGAF was selected as the best choice for Enterprise Architecture. Ramirez is determined to stimulate social economic development projects in Latin America with the help of Enterprise Architecture. There is a law in Colombia (Regulation Law 1712, 2014) that says that every citizen has the right to access all the public information without boundaries.

Dr. Jonas Ridderstråle, Chairman, Mgruppen and Visiting Professor, Ashridge (UK) and IE Business Schools (Spain), said in his keynote speech, “Womenomics rules, the big winners of the personal freedom movement will be women. Women are far more risk averse. What would have happened with Lehman Brothers if it was managed by women? ‘Lehman Sisters’ probably had the potential to survive. Now women can spend 80 percent of their time on other things than just raising kids.” Ridderstråle continued to discuss life-changing and game-changing events throughout his presentation. He noted that The Open Group Open Platform 3.0 for instance is a good example of a successful reinvention.

“Towards a European Interoperability Architecture” was the title of one of the afternoon sessions led by Mr. R. Abril Jimenez. Analysis during the first phase of the European Interoperability Strategy (EIS) found that, at conceptual level, architecture guidelines were missing or inadequate. In particular, there are no architectural guidelines for cross-border interoperability of building blocks. Concrete, reusable interoperability guidelines and rules and principles on standards and architecture are also lacking. Based on the results achieved and direction set in the previous phases of the action, the EIA project has moved into a more practical phase that consists of two main parts: Conceptual Reference Architecture and Cartography.

Other tracks featured Healthcare, Professional Development and Dependability through Assuredness™.

The evening concluded with a lively networking reception in the hotel’s Winter Garden ballroom.

For those of you who attended the summit, please give us your feedback!  https://www.surveymonkey.com/s/AMST2014

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The Open Group Summit Amsterdam – ArchiMate® Day – May 14, 2014

By Andrew Josey, Director of Standards, The Open Group

The Open Group Summit 2014 Amsterdam features an all day track on the ArchiMate® modeling language, followed by an ArchiMate Users Group meeting in the evening. The meeting attendees include the core developers of the ArchiMate language, users and tool developers.

The sessions include tutorials, a panel session on the past, present and future of the language and case studies. The Users Group meeting follows in the evening. The evening session is free and open to all — whether attending the rest of the conference or not — and starts at 6pm with free beer and pizza!

The timetable for ArchiMate Day is as follows:

• Tutorials (09:00 – 10:30), Henry Franken, CEO, BiZZdesign, and Alan Burnett, COO & Consulting Head, Corso

Henry Franken will show how the TOGAF® and ArchiMate® standards can be used to provide an actionable EA capability. Alan Burnett will present on how the ArchiMate language can be extended to support roadmapping, which is a fundamental part of strategic planning and enterprise architecture.

• Panel Discussion (11:00 – 12:30), Moderator: Henry Franken, Chair of The Open Group ArchiMate Forum

The  topic for the Panel Discussion is the ArchiMate Language — Past, Present and Future. The panel is comprised of key developers and users of the ArchiMate® language, including Marc Lankhorst and Henk Jonkers from the ArchiMate Core team, Jan van Gijsen from SNS REAAL, a Dutch financial institution, and Gerben Wierda author of Mastering ArchiMate. The session will include brief updates on current status from the panel members (30 minutes) and a 60-minute panel discussion with questions from the moderator and audience.

• Case Studies (14:00 – 16:00), Geert Van Grootel, Senior Researcher, Department of Economy, Science & Innovation, Flemish Government; Patrick Derde, Consultant, Envizion; and Pieter De Leenheer, Co-Founder and Research Director, Collibra. Walter Zondervan, Member – Architectural Board, ASL-BiSL Foundation. Adina Aldea, BiZZdesign.

There are three case studies:

Geert Van Grootel, Patrick Derde, and Pieter De Leenheer will present on how you can manage your business meta data by means of the use of data model patterns and an Integrated Information Architecture approach supported by a standard formal architecture language ArchiMate.

Walter Zondervan will present an ArchiMate reference architecture for governance, based on BiSL.

Adina Aldea will present on how high level strategic models can be used and modelled based on the Strategizer method.

• ArchiMate Users Group Meeting (18:00 – 21:00)

The evening session is free and open to all — whether attending the rest of the conference or not. It will start at 6pm with free beer and pizza. Invited speakers for the Users Group Meeting include: Andrew Josey, Henk Jonkers,  Marc Lankhorst and Gerben Wierda:

- Andrew Josey will present on the ArchiMate certification program and adoption of the language
– Henk Jonkers will present on modeling risk and security
– Marc Lankhorst will present about capability modeling in ArchiMate
– Gerben Wierda will present about relating ArchiMate and BPMN

Why should you attend?
• Spend time interacting directly with other ArchiMate users and tool providers in a relaxed, engaging environment
• Opportunity to listen and understand how ArchiMate can be used to develop solutions to common industry problems
• Learn about the future directions and meet with key users and developers of the language and tools
• Interact with peers to broaden your expertise and knowledge in the ArchiMate language

For detailed information, see the ArchiMate Day agenda at http://www.opengroup.org/amsterdam2014/archimate / or our YouTube event video at http://youtu.be/UVARza3uZZ4

How to register

Registration for the ArchiMate® Users Group meeting is independent of The Open Group Conference registration. There is no fee but registration is required. Please register here, select one-day pass for pass type, insert the promotion code (AMST14-AUG), tick the box against Wednesday May 14th and select ArchiMate Users Group from the conference session list. You will then be registered for the event and should not be charged.  Please note that this promotion code should only be used for those attending only the evening meeting from 6:00 p.m. Anyone attending the conference or just the ArchiMate Day will have to pay the applicable registration fee.  User Group members who want to attend The Open Group conference and who are not members of The Open Group can register using the affiliate code AMST14-AFFIL.

 Andrew Josey is Director of Standards within The Open Group. He is currently managing the standards process for The Open Group, and has recently led the standards development projects for TOGAF® 9.1, ArchiMate 2.1, IEEE Std 1003.1-2008 (POSIX), and the core specifications of the Single UNIX Specification, Version 4. Previously, he has led the development and operation of many of The Open Group certification development projects, including industry-wide certification programs for the UNIX system, the Linux Standard Base, TOGAF, and IEEE POSIX. He is a member of the IEEE, USENIX, UKUUG, and the Association of Enterprise Architects.

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The Financial Incentive for Health Information Exchanges

By Jim Hietala, VP, Security, The Open Group

Health IT professionals have always known that interoperability would be one of the most important aspects of the Affordable Care Act (ACA). Now doctors have financial incentive to be proactive in taking part in the process of exchange information between computer systems.

According to a recent article in MedPage Today, doctors are now “clamoring” for access to patient information ahead of the deadlines for the government’s “meaningful use” program. Doctors and hospitals will get hit with fines for not knowing about patients’ health histories, for patient readmissions and unnecessary retesting. “Meaningful use” refers to provisions in the 2009 Health Information Technology for Economic and Clinical Health (HITECH) Act, which authorized incentive payments through Medicare and Medicaid to clinicians and hospitals that use electronic health records in a meaningful way that significantly improves clinical care.
Doctors who accept Medicare will find themselves penalized for not adopting or successfully demonstrating meaningful use of a certified electronic health record (EHR) technology by 2015. Health professionals’ Medicare physician fee schedule amount for covered professional services will be adjusted down by 1% each year for certain categories.  If less than 75% of Eligible Professionals (EPs) have become meaningful users of EHRs by 2018, the adjustment will change by 1% point each year to a maximum of 5% (95% of Medicare covered amount).

With the stick, there’s also a carrot. The Medicare and Medicaid EHR Incentive Programs provide incentive payments to eligible professionals, eligible hospitals and critical access hospitals (CAHs) as they adopt, implement, upgrade or demonstrate meaningful use of certified EHR technology. Eligible professionals can receive up to $44,000 through the Medicare EHR Incentive Program and up to $63,750 through the Medicaid EHR Incentive Program.

According to HealthIT.Gov, interoperability is essential for applications that interact with users (such as e-prescribing), systems that communicate with each other (such as messaging standards) information processes and management (such as health information exchange) how consumer devices integrate with other systems and applications (such as tablet, smart phones and PCs).

The good news is that more and more hospitals and doctors are participating in data exchanges and sharing patient information. On January 30th, the eHealth Exchange, formerly the Nationwide Health Information Network, and operated by Healtheway, reported a surge in network participation numbers and increases in secure online transactions among members.

According to the news release, membership in the eHealth Exchange is currently pegged at 41 participants who together represent some 800 hospitals, 6,000 mid-to-large medical groups, 800 dialysis centers and 850 retail pharmacies nationwide. Some of the earliest members to sign on with the exchange were the Veterans Health Administration, Department of Defense, Kaiser Permanente, the Social Security Administration and Dignity Health.

While the progress in health information exchanges is good, there is still much work to do in defining standards, so that the right information is available at the right time and place to enable better patient care. Devices are emerging that can capture continuous information on our health status. The information captured by these devices can enable better outcomes, but only if the information is made readily available to medical professionals.

The Open Group recently formed The Open Group Healthcare Forum, which focuses on bringing  Boundaryless Information Flow™ to the healthcare industry enabling data to flow more easily throughout the complete healthcare ecosystem.  By leveraging the discipline and principles of Enterprise Architecture, including TOGAF®, an Open Group standard, the forum aims to develop standardized vocabulary and messaging that will result in higher quality outcomes, streamlined business practices and innovation within the industry.

62940-hietalaJim Hietala, CISSP, GSEC, is the Vice President, Security for The Open Group, where he manages all IT security, risk management and healthcare programs and standards activities. He participates in the SANS Analyst/Expert program and has also published numerous articles on information security, risk management, and compliance topics in publications including The ISSA Journal, Bank Accounting & Finance, Risk Factor, SC Magazine, and others.

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Q&A with Allen Brown, President and CEO of The Open Group

By The Open Group

Last month, The Open Group hosted its San Francisco 2014 conference themed “Toward Boundaryless Information Flow™.” Boundaryless Information Flow has been the pillar of The Open Group’s mission since 2002 when it was adopted as the organization’s vision for Enterprise Architecture. We sat down at the conference with The Open Group President and CEO Allen Brown to discuss the industry’s progress toward that goal and the industries that could most benefit from it now as well as The Open Group’s new Dependability through Assuredness™ Standard and what the organization’s Forums are working on in 2014.

The Open Group adopted Boundaryless Information Flow as its vision in 2002, and the theme of the San Francisco Conference has been “Towards Boundaryless Information Flow.” Where do you think the industry is at this point in progressing toward that goal?

Well, it’s progressing reasonably well but the challenge is, of course, when we established that vision back in 2002, life was a little less complex, a little bit less fast moving, a little bit less fast-paced. Although organizations are improving the way that they act in a boundaryless manner – and of course that changes by industry – some industries still have big silos and stovepipes, they still have big boundaries. But generally speaking we are moving and everyone understands the need for information to flow in a boundaryless manner, for people to be able to access and integrate information and to provide it to the teams that they need.

One of the keynotes on Day One focused on the opportunities within the healthcare industry and The Open Group recently started a Healthcare Forum. Do you see Healthcare industry as a test case for Boundaryless Information Flow and why?

Healthcare is one of the verticals that we’ve focused on. And it is not so much a test case, but it is an area that absolutely seems to need information to flow in a boundaryless manner so that everyone involved – from the patient through the administrator through the medical teams – have all got access to the right information at the right time. We know that in many situations there are shifts of medical teams, and from one medical team to another they don’t have access to the same information. Information isn’t easily shared between medical doctors, hospitals and payers. What we’re trying to do is to focus on the needs of the patient and improve the information flow so that you get better outcomes for the patient.

Are there other industries where this vision might be enabled sooner rather than later?

I think that we’re already making significant progress in what we call the Exploration, Mining and Minerals industry. Our EMMM™ Forum has produced an industry-wide model that is being adopted throughout that industry. We’re also looking at whether we can have an influence in the airline industry, automotive industry, manufacturing industry. There are many, many others, government and retail included.

The plenary on Day Two of the conference focused on The Open Group’s Dependability through Assuredness standard, which was released last August. Why is The Open Group looking at dependability and why is it important?

Dependability is ultimately what you need from any system. You need to be able to rely on that system to perform when needed. Systems are becoming more complex, they’re becoming bigger. We’re not just thinking about the things that arrive on the desktop, we’re thinking about systems like the barriers at subway stations or Tube stations, we’re looking at systems that operate any number of complex activities. And they bring an awful lot of things together that you have to rely upon.

Now in all of these systems, what we’re trying to do is to minimize the amount of downtime because downtime can result in financial loss or at worst human life, and we’re trying to focus on that. What is interesting about the Dependability through Assuredness Standard is that it brings together so many other aspects of what The Open Group is working on. Obviously the architecture is at the core, so it’s critical that there’s an architecture. It’s critical that we understand the requirements of that system. It’s also critical that we understand the risks, so that fits in with the work of the Security Forum, and the work that they’ve done on Risk Analysis, Dependency Modeling, and out of the dependency modeling we can get the use cases so that we can understand where the vulnerabilities are, what action has to be taken if we identify a vulnerability or what action needs to be taken in the event of a failure of the system. If we do that and assign accountability to people for who will do what by when, in the event of an anomaly being detected or a failure happening, we can actually minimize that downtime or remove it completely.

Now the other great thing about this is it’s not only a focus on the architecture for the actual system development, and as the system changes over time, requirements change, legislation changes that might affect it, external changes, that all goes into that system, but also there’s another circle within that system that deals with failure and analyzes it and makes sure it doesn’t happen again. But there have been so many evidences of failure recently. In the banks for example in the UK, a bank recently was unable to process debit cards or credit cards for customers for about three or four hours. And that was probably caused by the work done on a routine basis over a weekend. But if Dependability through Assuredness had been in place, that could have been averted, it could have saved an awfully lot of difficulty for an awful lot of people.

How does the Dependability through Assuredness Standard also move the industry toward Boundaryless Information Flow?

It’s part of it. It’s critical that with big systems the information has to flow. But this is not so much the information but how a system is going to work in a dependable manner.

Business Architecture was another featured topic in the San Francisco plenary. What role can business architecture play in enterprise transformation vis a vis the Enterprise Architecture as a whole?

A lot of people in the industry are talking about Business Architecture right now and trying to focus on that as a separate discipline. We see it as a fundamental part of Enterprise Architecture. And, in fact, there are three legs to Enterprise Architecture, there’s Business Architecture, there’s the need for business analysts, which are critical to supplying the information, and then there are the solutions, and other architects, data, applications architects and so on that are needed. So those three legs are needed.

We find that there are two or three different types of Business Architect. Those that are using the analysis to understand what the business is doing in order that they can inform the solutions architects and other architects for the development of solutions. There are those that are more integrated with the business that can understand what is going on and provide input into how that might be improved through technology. And there are those that can actually go another step and talk about here we have the advances and the technology and here are the opportunities for advancing our competitiveness and organization.

What are some of the other key initiatives that The Open Group’s forum and work groups will be working on in 2014?

That kind question is like if you’ve got an award, you’ve got to thank your friends, so apologies to anyone that I leave out. Let me start alphabetically with the Architecture Forum. The Architecture Forum obviously is working on the evolution of TOGAF®, they’re also working with the harmonization of TOGAF with Archimate® and they have a number of projects within that, of course Business Architecture is on one of the projects going on in the Architecture space. The Archimate Forum are pushing ahead with Archimate—they’ve got two interesting activities going on at the moment, one is called ArchiMetals, which is going to be a sister publication to the ArchiSurance case study, where the ArchiSurance provides the example of Archimate is used in the insurance industry, ArchiMetals is going to be used in a manufacturing context, so there will be a whitepaper on that and there will be examples and artifacts that we can use. They’re also working on in Archimate a standard for interoperability for modeling tools. There are four tools that are accredited and certified by The Open Group right now and we’re looking for that interoperability to help organizations that have multiple tools as many of them do.

Going down the alphabet, there’s DirecNet. Not many people know about DirecNet, but Direcnet™ is work that we do around the U.S. Navy. They’re working on standards for long range, high bandwidth mobile networking. We can go to the FACE™ Consortium, the Future Airborne Capability Environment. The FACE Consortium are working on their next version of their standard, they’re working toward accreditation, a certification program and the uptake of that through procurement is absolutely amazing, we’re thrilled about that.

Healthcare we’ve talked about. The Open Group Trusted Technology Forum, where they’re working on how we can trust the supply chain in developed systems, they’ve released the Open Trusted Technology Provider™ Standard (O-TTPS) Accreditation Program, that was launched this week, and we already have one accredited vendor and two certified test labs, assessment labs. That is really exciting because now we’ve got a way of helping any organization that has large complex systems that are developed through a global supply chain to make sure that they can trust their supply chain. And that is going to be invaluable to many industries but also to the safety of citizens and the infrastructure of many countries. So the other part of the O-TTPS is that standard we are planning to move toward ISO standardization shortly.

The next one moving down the list would be Open Platform 3.0™. This is really exciting part of Boundaryless Information Flow, it really is. This is talking about the convergence of SOA, Cloud, Social, Mobile, Internet of Things, Big Data, and bringing all of that together, this convergence, this bringing together of all of those activities is really something that is critical right now, and we need to focus on. In the different areas, some of our Cloud computing standards have already gone to ISO and have been adopted by ISO. We’re working right now on the next products that are going to move through. We have a governance standard in process and an ecosystem standard has recently been published. In the area of Big Data there’s a whitepaper that’s 25 percent completed, there’s also a lot of work on the definition of what Open Platform 3.0 is, so this week the members have been working on trying to define Open Platform 3.0. One of the really interesting activities that’s gone on, the members of the Open Platform 3.0 Forum have produced something like 22 different use cases and they’re really good. They’re concise and they’re precise and the cover a number of different industries, including healthcare and others, and the next stage is to look at those and work on the ROI of those, the monetization, the value from those use cases, and that’s really exciting, I’m looking forward to peeping at that from time to time.

The Real Time and Embedded Systems Forum (RTES) is next. Real-Time is where we incubated the Dependability through Assuredness Framework and that was where that happened and is continuing to develop and that’s really good. The core focus of the RTES Forum is high assurance system, and they’re doing some work with ISO on that and a lot of other areas with multicore and, of course, they have a number of EC projects that we’re partnering with other partners in the EC around RTES.

The Security Forum, as I mentioned earlier, they’ve done a lot of work on risk and dependability. So they’ve not only their standards for the Risk Taxonomy and Risk Analysis, but they’ve now also developed the Open FAIR Certification for People, which is based on those two standards of Risk Analysis and Risk Taxonomy. And we’re already starting to see people being trained and being certified under that Open FAIR Certification Program that the Security Forum developed.

A lot of other activities are going on. Like I said, I probably left a lot of things out, but I hope that gives you a flavor of what’s going on in The Open Group right now.

The Open Group will be hosting a summit in Amsterdam May 12-14, 2014. What can we look forward to at that conference?

In Amsterdam we have a summit – that’s going to bring together a lot of things, it’s going to be a bigger conference that we had here. We’ve got a lot of activity in all of our activities; we’re going to bring together top-level speakers, so we’re looking forward to some interesting work during that week.

 

 

 

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Q&A with Jim Hietala on Security and Healthcare

By The Open Group

We recently spoke with Jim Hietala, Vice President, Security for The Open Group, at the 2014 San Francisco conference to discuss upcoming activities in The Open Group’s Security and Healthcare Forums.

Jim, can you tell us what the Security Forum’s priorities are going to be for 2014 and what we can expect to see from the Forum?

In terms of our priorities for 2014, we’re continuing to do work in Security Architecture and Information Security Management. In the area of Security Architecture, the big project that we’re doing is adding security to TOGAF®, so we’re working on the next version of the TOGAF standard and specification and there’s an active project involving folks from the Architecture Forum and the Security Forum to integrate security into and stripe it through TOGAF. So, on the Security Architecture side, that’s the priority. On the Information Security Management side, we’re continuing to do work in the area of Risk Management. We introduced a certification late last year, the OpenFAIR certification, and we’ll continue to do work in the area of Risk Management and Risk Analysis. We’re looking to add a second level to the certification program, and we’re doing some other work around the Risk Analysis standards that we’ve introduced.

The theme of this conference was “Towards Boundaryless Information Flow™” and many of the tracks focused on convergence, and the convergence of things Big Data, mobile, Cloud, also known as Open Platform 3.0. How are those things affecting the realm of security right now?

I think they’re just beginning to. Cloud—obviously the security issues around Cloud have been here as long as Cloud has been over the past four or five years. But if you look at things like the Internet of Things and some of the other things that comprise Open Platform 3.0, the security impacts are really just starting to be felt and considered. So I think information security professionals are really just starting to wrap their hands around, what are those new security risks that come with those technologies, and, more importantly, what do we need to do about them? What do we need to do to mitigate risk around something like the Internet of Things, for example?

What kind of security threats do you think companies need to be most worried about over the next couple of years?

There’s a plethora of things out there right now that organizations need to be concerned about. Certainly advanced persistent threat, the idea that maybe nation states are trying to attack other nations, is a big deal. It’s a very real threat, and it’s something that we have to think about – looking at the risks we’re facing, exactly what is that adversary and what are they capable of? I think profit-motivated criminals continue to be on everyone’s mind with all the credit card hacks that have just come out. We have to be concerned about cyber criminals who are profit motivated and who are very skilled and determined and obviously there’s a lot at stake there. All of those are very real things in the security world and things we have to defend against.

The Security track at the San Francisco conference focused primarily on risk management. How can companies better approach and manage risk?

As I mentioned, we did a lot of work over the last few years in the area of Risk Management and the FAIR Standard that we introduced breaks down risk into what’s the frequency of bad things happening and what’s the impact if they do happen? So I would suggest that taking that sort of approach, using something like taking the Risk Taxonomy Standard that we’ve introduced and the Risk Analysis Standard, and really looking at what are the critical assets to protect, who’s likely to attack them, what’s the probably frequency of attacks that we’ll see? And then looking at the impact side, what’s the consequence if somebody successfully attacks them? That’s really the key—breaking it down, looking at it that way and then taking the right mitigation steps to reduce risk on those assets that are really important.

You’ve recently become involved in The Open Group’s new Healthcare Forum. Why a healthcare vertical forum for The Open Group?

In the area of healthcare, what we see is that there’s just a highly fragmented aspect to the ecosystem. You’ve got healthcare information that’s captured in various places, and the information doesn’t necessarily flow from provider to payer to other providers. In looking at industry verticals, the healthcare industry seemed like an area that really needed a lot of approaches that we bring from The Open Group—TOGAF and Enterprise Architecture approaches that we have.

If you take it up to a higher level, it really needs the Boundaryless Information Flow that we talk about in The Open Group. We need to get to the point where our information as patients is readily available in a secure manner to the people who need to give us care, as well as to us because in a lot of cases the information exists as islands in the healthcare industry. In looking at healthcare it just seemed like a natural place where, in our economies – and it’s really a global problem – a lot of money is spent on healthcare and there’s a lot of opportunities for improvement, both in the economics but in the patient care that’s delivered to individuals through the healthcare system. It just seemed like a great area for us to focus on.

As the new Healthcare Forum kicks off this year, what are the priorities for the Forum?

The Healthcare Forum has just published a whitepaper summarizing the workshop findings for the workshop that we held in Philadelphia last summer. We’re also working on a treatise, which will outline our views about the healthcare ecosystem and where standards and architecture work is most needing to be done. We expect to have that whitepaper produced over the next couple of months. Beyond that, we see a lot of opportunities for doing architecture and standards work in the healthcare sector, and our membership is going to determine which of those areas to focus on, which projects to initiate first.

For more on the The Open Group Security Forum, please visit http://www.opengroup.org/subjectareas/security. For more on the The Open Group Healthcare Forum, see http://www.opengroup.org/getinvolved/industryverticals/healthcare.

62940-hietalaJim Hietala, CISSP, GSEC, is the Vice President, Security for The Open Group, where he manages all IT security, risk management and healthcare programs and standards activities. He participates in the SANS Analyst/Expert program and has also published numerous articles on information security, risk management, and compliance topics in publications including The ISSA Journal, Bank Accounting & Finance, Risk Factor, SC Magazine, and others.

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Filed under Cloud/SOA, Conference, Data management, Healthcare, Information security, Open FAIR Certification, Open Platform 3.0, RISK Management, TOGAF®, Uncategorized

The Open Group and APMG Work Together to Promote TOGAF® and ArchiMate®

The APM Group (APMG) and The Open Group have announced a new partnership whereby APMG will support the accreditation services of The Open Group’s products. The arrangement will initially focus on TOGAF® and ArchiMate®, both standards of The Open Group.

APMG’s team of global assessors will be supporting The Open Group’s internal accreditation team in conducting their assessment activities. The scope of the assessments will focus on organizations, materials and training delivery.

“A significant value to The Open Group in this new venture is the ability to utilize APMG’s team of experienced multi-lingual assessors who are based throughout the world.  This will help The Open Group establish new markets and ensure quality support of existing markets, “ said James de Raeve, Vice President of Certification at The Open Group.

Richard Pharro, CEO of APMG said, “This agreement presents an excellent opportunity to APMG Accredited Training Organizations which are interested in training in The Open Group’s products, as their existing APMG accredited status will be recognized by The Open Group. We believe our global network will significantly enhance the awareness and take up of TOGAF and ArchiMate.”

About The Open Group

The Open Group is an international vendor- and technology-neutral consortium upon which organizations rely to lead the development of IT standards and certifications, and to provide them with access to key industry peers, suppliers and best practices. The Open Group provides guidance and an open environment in order to ensure interoperability and vendor neutrality. Further information on The Open Group can be found at http://opengroup.org.

About APM Group

The APM Group is one of the world’s largest certification bodies for knowledge based workers. As well as the certifications mentioned above, we offer competency-based assessments for specialist roles in the security and aerospace industries. We work with government agencies to help develop people who can achieve great things for the organizations they work for.

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Filed under ArchiMate®, Certifications, Professional Development, Standards, TOGAF®

One Year Later: A Q&A Interview with Chris Harding and Dave Lounsbury about Open Platform 3.0™

By The Open Group

The Open Group launched its Open Platform 3.0™ Forum nearly one year ago at the 2013 Sydney conference. Open Platform 3.0 refers to the convergence of new and emerging technology trends such as Mobile, Social, Big Data, Cloud and the Internet of Things, as well as the new business models and system designs these trends are pushing organizations toward due to the consumerization of IT and evolving user behaviors. The Forum was created to help organizations address the architectural and structural considerations that businesses must consider to take advantage of and benefit from this evolutionary shift in how technology is used.

We sat down with The Open Group CTO Dave Lounsbury and Open Platform 3.0 Director Dr. Chris Harding at the recent San Francisco conference to catch up on the Forum’s activities and progress since launch and what they’ll be working on during 2014.

The Open Group’s Forum, Open Platform 3.0, was launched almost a year ago in April of 2013. What has the Forum been working on over the past year?

Chris Harding (CH): We launched at the Sydney conference in April of last year. What we’ve done since then first of all was to look at the requirements for the platform, and we did this using the proven TOGAF® technique of the Business Scenario. So over the course of last summer, the summer of 2013, we developed a Business Scenario capturing the requirements for Open Platform 3.0 and that was published just before The Open Group conference in October. Following that conference, the main activity that we’ve been doing is in fact furthering the requirements space. We’ve been developing analysis of use cases, so currently we have 22 different use cases that members of the forum have put together which are illustrating the use of the convergent technologies and most importantly the use of them in combination with each other.

What we’re doing here in this meeting in San Francisco is to obtain from that basis of requirements and use cases an understanding of what the platform fundamentally should be because it is our intention to produce a Snapshot definition of the platform by the end of March. So in the first year of the Forum, we hope that we will finish that year by producing a Snapshot definition of Open Platform 3.0.

Dave Lounsbury (DL): First, the roots of the Open Platform go deeper. Previous to that we had a number of works groups in the areas of Cloud, SOA and some other ones in terms of Semantic Interoperability. All of those were early pieces, and what we saw at the beginning of 2013 was a coalescing of that into this concept that businesses were looking for a new platform for their operations that combined aspects of Social, Mobile, Cloud computing, Big Data and the analytics that go along with it. We saw that emerging in the marketplace, and we formed the Forum to develop that direction. The Open Group always takes an end-to-end view of any problem – we like to look at the whole ecosystem. We want to make sure that the technical standards aren’t just point targets and actually address a business need.

Some of the work groups within The Open Group, such as Quantum Lifecycle Management (QLM) and Semantic Interoperability, have been brought under the umbrella of Open Platform 3.0, most notably the Cloud Work Group. How will the work of these groups continue under Platform 3.0?

CH: Some of the work already going on in The Open Group was directly or indirectly relevant to Open Platform 3.0. And that first and most importantly was the work of the Cloud Work Group, Cloud being one of the convergent technologies, and the Cloud Work Group became a part of Platform 3.0. Two other activities also became a part of Open Platform 3.0, one was of these was the Semantic Interoperability Work Group, and that is because we recognized that Semantic Interoperability has to be an important part of how these technologies work with each other. Though it may not be that we have a full definition of that in the first version of the standard – it’s a notoriously difficult area – but over the course of time, we hope to incorporate a Semantic Interoperability component in the Platform definition and that may well build on the work that we’ve been doing with the Universal Data Element Framework, the UDEF project, which is currently undergoing a major restructuring. The key thing from the Open Platform 3.0 perspective is how the semantic convention relates to the convergence of the technologies in the platform.

In terms of QLM, that became part become of Open Platform 3.0 because one of the key convergent technologies is the Internet of Things, and QLM overlaps significantly with that. QLM is not about the Internet of Things, as such, but it does have a strong component of understanding the way networked sensors and controls work, so that’s become an important contribution to the new Forum.

DL: Like in any platform there’s going to be multiple components. In Open Platform 3.0, one of the big drivers for this change is Big Data. Big Data is very trendy, right? But where does Big Data come from? Well, it comes from increased connectivity, increased use of mobile devices, increased use of sensors –  the ‘Internet of Things.’ All of these things are generating data about usage patterns, where people are, what they’re doing, what that they‘re buying, what they’re interested in and what their likes and dislikes are, creating a massive flood of data. Now the question becomes ‘how do you compute on that data?’ You need to handle that massively scalable stream of data. You need massively scalable computing  underneath it, you need the ability to move large amounts of information from one place to another. When you think about the analysis of data like that, you have algorithms that do a lot of data access and they’ll have big spikes of computation, as they create some model of it. If you’re going to look at 10 zillion records, you don’t want to buy enough computers so you can always look at 10 zillion records, you want to be able to turn that on, do your analysis and turn it back off.  That’s, of course, why Cloud is a critical component of Open Platform 3.0.

Open Platform 3.0 encompasses a lot of different technologies as well as how they are converging. How do you piece apart everything that Platform 3.0 entails to begin to formulate a standard for it?

CH: I mentioned that we developed 22 use cases. The way that we’re addressing this is to look at use cases and the business and technical ecosystems that those use cases exemplify and to abstract from that some fundamental architectural patterns. These we believe will be the basis for the initial definition of the platform.

DL: That gets back to this question about how were starting up. Again it’s The Open Group’s mantra that we look at a business problem as an end-to-end problem. So what you’ll see in Open Platform 3.0, is that we’ve done the Business Scenario to figure out what’s the business motivator, what do business people need to get this done, and we’re fleshing that out with these details in these detailed use cases.

One of the things that we’re very careful about in The Open Group is that we don’t replicate what’s going on in other standards bodies. If you look at what’s going on in Cloud, and what continues to go on in Cloud under the Open Platform 3.0, banner, we really focused in on what do business people really need in the cloud guides – those are how business people really use it.  We’ve stayed away for a long time from the bits and bytes – we’re now doing a Cloud Reference Architecture – but we’ve also created the Cloud Ecosystem Reference Model, which was just published. That Cloud Ecosystem Reference Model, if you read through it, isn’t about how bits flow around, it’s about how partners interact with each other – what to look for in your Cloud partner, who are the players? When you go to use Cloud in your business, what players do you have to engage with? What are the roles that you have to engage with them on? So again it’s really that business level of guidance that The Open Group is really good at, and we do liaison with other organizations in order to get technical stuff if we need it – or if not, we’ll create it ourselves because we’ve got very competent technical people – but again, it’s that balanced business approach that distinguishes The Open Group way.

Many industry pundits have said that Open Platform 3.0 is ultimately about a shift toward user-driven IT. How does that change the standards making process when most standards are ultimately put in place by technologists not necessarily end-users?

CH:  It’s an interesting question. I mentioned the Business Scenario that we developed over the summer – one of the key things that came out of that was that there is this shift towards a more direct use of the technologies by business users.  And that is partly because it’s becoming more possible. Cloud is one of the key factors that has shortened the cycle of procuring and putting IT in place to support business use, and made it more possible to manage IT directly. At the same time [users are] becoming impatient with delay and wanting to gain the benefits of technology directly and not at arms length through the IT department. We’re seeing in connection with these phenomena such as the business technologist, the technical specialist who works with or is employed by the business department rather than within a separate IT department, and one of whose key strengths is an understanding of the business.  So that is certainly an important dimension that we’re seeing and one of the requirements for the Platform is that it should be usable in an environment where business is using IT more directly.

But that wasn’t the question you asked. The question was, ‘isn’t it a problem that the standards are defined by technologists?’ We don’t believe it’s a problem provided that the technologists do have an understanding of the business environment. That was why in the Business Scenario activity that we conducted, one of the key inputs was a roundtable workshop with CIO level people, and that is where a lot of our perspective on why things are changing comes from. Open Platform 3.0 certainly does have dimension of fundamental architecture patterns and part of that is business architecture patterns but it also has a technical dimension, and obviously you do really need the technical people to explore that dimension though they do always need to keep in mind the technology is there to serve the business.

DL: If you actually look at trends in the marketplace about how IT is done, and in fact if you look at the last blog post that Allen [Brown] did about agile, the whole thrust of agile methodologies and its successor DevOps is to really get the implementers right next to the business people and have a very tight arrangement in order to get fast iteration and really have the implementer do what the business person needs. I actually view consumerization not as some outside threat but actually a logical extension of that trend. What’s happening in my opinion is that people who are not technologists, who are not part of the IT department, are getting comfortable using and managing their own technology. And so they’re making decisions that used to be made by the IT department years ago – or what used to be the IT department. First there was the big mainframe, and you handed in your cards at a window and you got your printout in your little cubby hole. Then the IT department bought your PC, and now we bring our own devices. There’s nothing wrong with that, that’s people getting comfortable with technology and making decisions. I think that’s one of the reasons we have need for an Open Platform 3.0 approach – to develop business guidance and eventually technical standards on how we keep up with that trend. Because it’s a very natural trend – people want to control the resources they need to get their job done, and if those resources are technical resources, and they’re comfortable doing that, great!

Convergence and Open Platform 3.0 seem to take us closer and closer to The Open Group’s vision of Boundaryless Information Flow™.  Is Open Platform 3.0 the fulfillment of that vision?

DL: I think I’d be crazy to say that it’s the endpoint of that vision. I think being able to move large amounts of data and make decisions on it is a significant step forward in Boundaryless Information Flow, but this is a two-edged sword. I talked about all that data being generated by mobile devices and sensors and retail networks and social networks and things like that. That data is growing exponentially.  The number of people who can make decisions on that data are growing at best linearly and not very quickly. So if there’s all this data out there and nobody to look at it, we need to ask if we have we lowered the boundary for communications or have we actually raised it by creating a pile of data that no one can climb? That’s why I think a next step is, in fact, more machine-assisted analytics and predictive analytics and machine learning that will help humans digest and understand that data. That will be, I think, yet another step toward Boundaryless Information Flow. Moving bits around does not equate to information flow – its only information when it moves from data to being information in a human’s brain. Until we lower that barrier as well, we’re not there. And even beyond that, there’s still lots of things that can be done, in terms of breaking down human language barriers and things like that or social networks in more intuitive ways. I think there’s a long way to go. I think this is a really important step forward, but fulfillment is too strong a word.

CH:  Not in itself, I don’t believe. It is a major contribution towards the vision of Boundaryless Information Flow but it is not the complete fulfillment of that vision. Since we’ve formulated the problem statement of Boundaryless Information Flow there have been a number of developments that have impacted on it and maybe helped to bring it closer. So you might think of SOA as an important enabling technology for Boundaryless Information Flow, replacing the information silos with interacting services. Now we’re seeing Open Platform 3.0, which is certainly going to have a service-oriented flavor, shall we say, although it probably will not look exactly like traditional SOA. The Boundaryless Information Flow requirement was a very far-reaching problem statement. The Interoperable Business Scenario was where it was first set out and since then we’ve been gradually making process toward it. Open Platform 3.0 will bring it closer, but I’m sure there will be other things still needed to make it happen. 

One of the key things for Boundaryless Information Flow is Enterprise Architecture. So within a particular enterprise, the business and IT needs to be architected to enable Boundaryless Information Flow, and TOGAF is the method that is defined and maintained by The Open Group for how enterprises define enterprise architectures. Open Platform 3.0 will complement that by providing a ‘this is what an architecture looks like that enables the business to take advantage of this new converging technologies.’ But there will still be a need for the Enterprise Architect to put that together with the other particular factors involved in an enterprise to create an architecture for Boundaryless Information Flow within that enterprise.

When can we expect the first standard from Open Platform 3.0?

DL: Well, we published the Cloud Ecosystem Reference Guide, and again the understanding of how business partners relate in the Cloud world is a key component of Open Platform 3.0. The Forum has a roadmap, and will start publishing the case studies still in process.

The message I would say is there’s already early value in the Cloud Ecosystem Reference Model, which is a logical continuation of cloud work that had already gone on in the Work Group, but is now part of the Forum as part of Open Platform 3.0.

CH: That’s always a tricky question however I can tell you what is planned. The intention, as I said, was to produce a Snapshot definition by the end of March and, given we are a quarter of the way through the meeting at this conference, which is the key meeting that will define the basis for that, the progress has been good so far, so I’m optimistic. A Snapshot is not a Standard. A Snapshot is a statement of ‘this is what we are thinking and might be what it will look like,’ but it’s not guaranteed in any way that the Standard will follow the Snapshot. We are intending to produce the first Standard definition of the platform in about a year’s time after the Snapshot.  That will give the opportunity for people not only within The Open Group but outside The Open Group to give us input and further understanding of the way people intend to use the platform as feedback on the snapshot, which should be the basis for the first published standard.

For more on the Open Platform 3.0 Forum, please visit: http://www3.opengroup.org/subjectareas/platform3.0.

If you have any questions about Open Platform 3.0 or if you would like to join the new Forum, please contact Chris Harding (c.harding@opengroup.org) for queries regarding the Forum or Chris Parnell (c.parnell@opengroup.org) for queries regarding membership.

Chris HardingDr. Chris Harding is Director for Interoperability and SOA at The Open Group. He has been with The Open Group for more than ten years, and is currently responsible for managing and supporting its work on interoperability, including SOA and interoperability aspects of Cloud Computing, and the Open Platform 3.0 Forum. He is a member of the BCS, the IEEE and the AEA, and is a certified TOGAF® practitioner.

Dave LounsburyDave is Chief Technical Officer (CTO) and Vice President, Services for The Open Group. As CTO, he ensures that The Open Group’s people and IT resources are effectively used to implement the organization’s strategy and mission.  As VP of Services, Dave leads the delivery of The Open Group’s proven collaboration processes for collaboration and certification both within the organization and in support of third-party consortia. Dave holds a degree in Electrical Engineering from Worcester Polytechnic Institute, and is holder of three U.S. patents.

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Filed under Cloud, Cloud/SOA, Conference, Open Platform 3.0, Standards, TOGAF®

Facing the Challenges of the Healthcare Industry – An Interview with Eric Stephens of The Open Group Healthcare Forum

By The Open Group

The Open Group launched its new Healthcare Forum at the Philadelphia conference in July 2013. The forum’s focus is on bringing Boundaryless Information Flow™ to the healthcare industry to enable data to flow more easily throughout the complete healthcare ecosystem through a standardized vocabulary and messaging. Leveraging the discipline and principles of Enterprise Architecture, including TOGAF®, the forum aims to develop standards that will result in higher quality outcomes, streamlined business practices and innovation within the industry.

At the recent San Francisco 2014 conference, Eric Stephens, Enterprise Architect at Oracle, delivered a keynote address entitled, “Enabling the Opportunity to Achieve Boundaryless Information Flow” along with Larry Schmidt, HP Fellow at Hewlett-Packard. A veteran of the healthcare industry, Stephens was Senior Director of Enterprise Architects Excellus for BlueCross BlueShield prior to joining Oracle and he is an active member of the Healthcare Forum.

We sat down after the keynote to speak with Stephens about the challenges of healthcare, how standards can help realign the industry and the goals of the forum. The opinions expressed here are Stephens’ own, not of his employer.

What are some of the challenges currently facing the healthcare industry?

There are a number of challenges, and I think when we look at it as a U.S.-centric problem, there’s a disproportionate amount of spending that’s taking place in the U.S. For example, if you look at GDP or percentage of GDP expenditures, we’re looking at now probably 18 percent of GDP [in the U.S.], and other developed countries are spending a full 5 percent less than that of their GDP, and in some cases they’re getting better outcomes outside the U.S.

The mere fact that there’s the existence of what we call “medical tourism, where if I need a hip replacement, I can get it done for a fraction of the cost in another country, same or better quality care and have a vacation—a rehab vacation—at the same time and bring along a spouse or significant other, means there’s a real wide range of disparity there. 

There’s also a lack of transparency. Having worked at an insurance company, I can tell you that with the advent of high deductible plans, there’s a need for additional cost information. When I go on Amazon or go to a local furniture store, I know what the cost is going to be for what I’m about to purchase. In the healthcare system, we don’t get that. With high deductible plans, if I’m going to be responsible for a portion or a larger portion of the fee, I want to know what it is. And what happens is, the incentives to drive costs down force the patient to be a consumer. The consumer now asks the tough questions. If my daughter’s going in for a tonsillectomy, show me a bill of materials that shows me what’s going to be done – if you are charging me $20/pill for Tylenol, I’ll bring my own. Increased transparency is what will in turn drive down the overall costs.

I think there’s one more thing, and this gets into the legal side of things. There is an exorbitant amount of legislation and regulation around what needs to be done. And because every time something goes sideways, there’s going to be a lawsuit, doctors will prescribe an extra test, and extra X-ray for a patient whether they need it or not.

The healthcare system is designed around a vicious cycle of diagnose-treat-release. It’s not incentivized to focus on prevention and management. Oregon is promoting these coordinated care organizations (CCOs) that would be this intermediary that works with all medical professionals – whether it was physical, mental, dental, even social worker – to coordinate episodes of care for patients. This drives down inappropriate utilization – for example, using an ER as a primary care facility and drives the medical system towards prevention and management of health. 

Your keynote with Larry Schmidt of HP focused a lot on cultural changes that need to take place within the healthcare industry – what are some of the changes necessary for the healthcare industry to put standards into place?

I would say culturally, it goes back to those incentives, and it goes back to introducing this idea of patient-centricity. And for the medical community, to really start recognizing that these individuals are consumers and increased choice is being introduced, just like you see in other industries. There are disruptive business models. As a for instance, medical tourism is a disruptive business model for United States-based healthcare. The idea of pharmacies introducing clinical medicine for routine care, such as what you see at a CVS, Wal-Mart or Walgreens. I can get a flu shot, I can get a well-check visit, I can get a vaccine – routine stuff that doesn’t warrant a full-blown medical professional. It’s applying the right amount of medical care to a particular situation.

Why haven’t existing standards been adopted more broadly within the industry? What will help providers be more likely to adopt standards?

I think the standards adoption is about “what’s in it for me, the WIIFM idea. It’s demonstrating to providers that utilizing standards is going to help them get out of the medical administration business and focus on their core business, the same way that any other business would want to standardize its information through integration, processes and components. It reduces your overall maintenance costs going forward and arguably you don’t need a team of billing folks sitting in an doctor’s office because you have standardized exchanges of information.

Why haven’t they been adopted? It’s still a question in my mind. Why would a doctor not want to do that is perhaps a question we’re going to need to explore as part of the Healthcare Forum.

Is it doctors that need to adopt the standards or technologies or combination of different constituents within the ecosystem?

I think it’s a combination. We hear a lot about the Affordable Care Act (ACA) and the health exchanges. What we don’t hear about is the legislation to drive toward standardization to increase interoperability. So unfortunately it would seem the financial incentives or things we’ve tried before haven’t worked, and we may simply have to resort to legislation or at least legislative incentives to make it happen because part of the funding does cover information exchanges so you can move health information between providers and other actors in the healthcare system.

You’re advocating putting the individual at the center of the healthcare ecosystem. What changes need to take place within the industry in order to do this?

I think it’s education, a lot of education that has to take place. I think that individuals via the incentive model around high deductible plans will force some of that but it’s taking responsibility and understanding the individual role in healthcare. It’s also a cultural/societal phenomenon.

I’m kind of speculating here, and going way beyond what enterprise architecture or what IT would deliver, but this is a philosophical thing around if I have an ailment, chances are there’s a pill to fix it. Look at the commercials, every ailment say hypertension, it’s easy, you just dial the medication correctly and you don’t worry as much about diet and exercise. These sorts of things – our over-reliance on medication. I’m certainly not going to knock the medications that are needed for folks that absolutely need them – but I think we can become too dependent on pharmacological solutions for our health problems.   

What responsibility will individuals then have for their healthcare? Will that also require a cultural and behavioral shift for the individual?

The individual has to start managing his or her own health. We manage our careers and families proactively. Now we need to focus on our health and not just float through the system. It may come to financial incentives for certain “individual KPIs such as blood pressure, sugar levels, or BMI. Advances in medical technology may facilitate more personal management of one’s health.

One of the Healthcare Forum’s goals is to help establish Boundaryless Information Flow within the Healthcare industry you’ve said that understanding the healthcare ecosystem will be a key component for that what does that ecosystem encompass and why is it important to know that first?

Very simply we’re talking about the member/patient/consumer, then we get into the payers, the providers, and we have to take into account government agencies and other non-medical agents, but they all have to work in concert and information needs to flow between those organizations in a very standardized way so that decisions can be made in a very timely fashion.

It can’t be bottled up, it’s got to be provided to the right provider at the right time, otherwise, best case, it’s going to cost more to manage all the actors in the system. Worst case, somebody dies or there is a “never event due to misinformation or lack of information during the course of care. The idea of Boundaryless Information Flow gives us the opportunity to standardize, have easily accessible information – and by the way secured – it can really aide in that decision-making process going forward. It’s no different than Wal-Mart knowing what kind of merchandise sells well before and after a hurricane (i.e., beer and toaster pastries, BTW). It’s the same kind of real-time information that’s made available to a Google car so it can steer its way down the road. It’s that kind of viscosity needed to make the right decisions at the right time.

Healthcare is a highly regulated industry, how can Boundarylesss Information Flow and data collection on individuals be achieved and still protect patient privacy?

We can talk about standards and the flow and the technical side. We need to focus on the security and privacy side.  And there’s going to be a legislative side because we’re going to touch on real fundamental data governance issue – who owns the patient record? Each actor in the system thinks they own the patient record. If we’re going to require more personal accountability for healthcare, then shouldn’t the consumer have more ownership? 

We also need to address privacy disclosure regulations to avoid catastrophic data leaks of protected health information (PHI). We need bright IT talent to pull off the integration we are talking about here. We also need folks who are well versed in the privacy laws and regulations. I’ve seen project teams of 200 have up to eight folks just focusing on the security and privacy considerations. We can argue about headcount later but my point is the same – one needs some focused resources around this topic.

What will standards bring to the healthcare industry that is missing now?

I think the standards, and more specifically the harmonization of the standards, is going to bring increased maintainability of solutions, I think it’s going to bring increased interoperability, I think it’s going to bring increased opportunities too. We see mobile computing or even DropBox, that has API hooks into all sorts of tools, and it’s well integrated – so I can integrate and I can move files between devices, I can move files between apps because they have hooks it’s easy to work with. So it’s building these communities of developers, apps and technical capabilities that makes it easy to move the personal health record for example, back and forth between providers and it’s not a cataclysmic event to integrate a new version of electronic health records (EHR) or to integrate the next version of an EHR. This idea of standardization but also some flexibility that goes into it.

Are you looking just at the U.S. or how do you make a standard that can go across borders and be international?

It is a concern, much of my thinking and much of what I’ve conveyed today is U.S.-centric, based on our problems, but many of these interoperability problems are international. We’re going to need to address it; I couldn’t tell you what the sequence is right now. There are other considerations, for example, single vs. multi-payer—that came up in the keynote. We tend to think that if we stay focused on the consumer/patient we’re going to get it for all constituencies. It will take time to go international with a standard, but it wouldn’t be the first time. We have a host of technical standards for the Internet (e.g., TCP/IP, HTTP). The industry has been able to instill these standards across geographies and vendors. Admittedly, the harmonization of health care-related standards will be more difficult. However, as our world shrinks with globalization an international lens will need to be applied to this challenge. 

Eric StephensEric Stephens (@EricStephens) is a member of Oracle’s executive advisory community where he focuses on advancing clients’ business initiatives leveraging the practice of Business and Enterprise Architecture. Prior to joining Oracle he was Senior Director of Enterprise Architecture at Excellus BlueCross BlueShield leading the organization with architecture design, innovation, and technology adoption capabilities within the healthcare industry.

 

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The Open Group San Francisco 2014 – Day Two Highlights

By Loren K. Baynes, Director, Global Marketing Communications

Day two, February 4th, of The Open Group San Francisco conference kicked off with a welcome and opening remarks from Steve Nunn, COO of The Open Group and CEO of the Association of Enterprise Architects.

Nunn introduced Allen Brown, President and CEO of The Open Group, who provided highlights from The Open Group’s last quarter.  As of Q4 2013, The Open Group had 45,000 individual members in 134 countries hailing from 449 member companies in 38 countries worldwide. Ten new member companies have already joined The Open Group in 2014, and 24 members joined in the last quarter of 2013, with the first member company joining from Vietnam. In addition, 6,500 individuals attended events sponsored by The Open Group in Q4 2013 worldwide.

Updates on The Open Group’s ongoing work were provided including updates on the FACE™ Consortium, DirectNet® Waveform Standard, Architecture Forum, Archimate® Forum, Open Platform 3.0™ Forum and Security Forum.

Of note was the ongoing development of TOGAF® and introduction of a three-volume work including individual volumes outlining the TOGAF framework, guidance and tools and techniques for the standard, as well as collaborative work that allows the Archimate modeling language to be used for risk management in enterprise architectures.

In addition, Open Platform 3.0 Forum has already put together 22 business use cases outlining ROI and business value for various uses related to technology convergence. The Cloud Work Group’s Cloud Reference Architecture has also been submitted to ISO for international standards certification, and the Security Forum has introduced certification programs for OpenFAIR risk management certification for individuals.

The morning plenary centered on The Open Group’s Dependability through Assuredness™ (O-DA) Framework, which was released last August.

Speaking first about the framework was Dr. Mario Tokoro, Founder and Executive Advisor for Sony Computer Science Laboratories. Dr. Tokoro gave an overview of the Dependable Embedded OS project (DEOS), a large national project in Japan originally intended to strengthen the country’s embedded systems. After considerable research, the project leaders discovered they needed to consider whether large, open systems could be dependable when it came to business continuity, accountability and ensuring consistency throughout the systems’ lifecycle. Because the boundaries of large open systems are ever-changing, the project leaders knew they must put together dependability requirements that could accommodate constant change, allow for continuous service and provide continuous accountability for the systems based on consensus. As a result, they put together a framework to address both the change accommodation cycle and failure response cycles for large systems – this framework was donated to The Open Group’s Real-Time Embedded Systems Forum and released as the O-DA standard.

Dr. Tokoro’s presentation was followed by a panel discussion on the O-DA standard. Moderated by Dave Lounsbury, VP and CTO of The Open Group, the panel included Dr. Tokoro; Jack Fujieda, Founder and CEO ReGIS, Inc.; T.J. Virdi, Senior Enterprise IT Architect at Boeing; and Bill Brierly, Partner and Senior Consultant, Conexiam. The panel discussed the importance of openness for systems, iterating the conference theme of boundaries and the realities of having standards that can ensure openness and dependability at the same time. They also discussed how the O-DA standard provides end-to-end requirements for system architectures that also account for accommodating changes within the system and accountability for it.

Lounsbury concluded the track by iterating that assuring systems’ dependability is not only fundamental to The Open Group mission of Boundaryless Information Flow™ and interoperability but also in preventing large system failures.

Tuesday’s late morning sessions were split into two tracks, with one track continuing the Dependability through Assuredness theme hosted by Joe Bergmann, Forum Chair of The Open Group’s Real-Time and Embedded Systems Forum. In this track, Fujieda and Brierly furthered the discussion of O-DA outlining the philosophy and vision of the standard, as well as providing a roadmap for the standard.

In the morning Business Innovation & Transformation track, Alan Hakimi, Consulting Executive, Microsoft presented “Zen and the Art of Enterprise Architecture: The Dynamics of Transformation in a Complex World.” Hakimi emphasized that transformation needs to focus on a holistic view of an organization’s ecosystem and motivations, economics, culture and existing systems to help foster real change. Based on Buddhist philosophy, he presented an eightfold path to transformation that can allow enterprise architects to approach transformation and discuss it with other architects and business constituents in a way that is meaningful to them and allows for complexity and balance.

This was followed by “Building the Knowledge-Based Enterprise,” a session given by Bob Weisman, Head Management Consultant for Build the Vision.

Tuesday’s afternoon sessions centered on a number of topics including Business Innovation and Transformation, Risk Management, Archimate, TOGAF tutorials and case studies and Professional Development.

In the Archimate track, Vadim Polyakov of Inovalon, Inc., presented “Implementing an EA Practice in an Agile Enterprise” a case study centered on how his company integrated its enterprise architecture with the principles of agile development and how they customized the Archimate framework as part of the process.

The Risk Management track featured William Estrem, President, Metaplexity Associates, and Jim May of Windsor Software discussing how the Open FAIR Standard can be used in conjunction with TOGAF 9.1 to enhance risk management in organizations in their session, “Integrating Open FAIR Risk Analysis into the Enterprise Architecture Capability.” Jack Jones, President of CXOWARE, also discussed the best ways for “Communicating the Value Proposition” for cohesive enterprise architectures to business managers using risk management scenarios.

The plenary sessions and many of the track sessions from today’s tracks can be viewed on The Open Group’s Livestream channel at http://new.livestream.com/opengroup.

The day culminated with dinner and a Lion Dance performance in honor of Chinese New Year performed by Leung’s White Crane Lion & Dragon Dance School of San Francisco.

We would like to express our gratitude for the support by our following sponsors:  BIZZDesign, Corso, Good e-Learning, I-Server and Metaplexity Associates.

IMG_1460 copy

O-DA standard panel discussion with Dave Lounsbury, Bill Brierly, Dr. Mario Tokoro, Jack Fujieda and TJ Virdi

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What I learnt at The Open Group Bangalore Conference last weekend

By Sreekanth Iyer, Executive IT Architect, IBM

It was quite a lot of learning on a Saturday attending The Open Group conference at Bangalore. Actually it was a two day program this year. I could not make it on Friday because of other work commitments. I heard from the people who attended that it was a great session on Friday. At least I knew about a fellow IBMer Jithesh Kozhipurath’s presentation on Friday. I’d the chance to look at that excellent material on applying TOGAF® practices for integrated IT Operations Enterprise Architecture which was his experience sharing of the lab infra optimization work that he was leading.

I started bit late on Saturday, thinking it was happening at the Leela Palace which was near to my home (Ah.. that was in 2008) Realized late that it was at the Philips Innovation Campus at Manyata. But managed to reach just on time before the start of the sessions.

The day started with an Architecture as a Service discussion. The presentation was short but there were lot of interesting questions and interactions post the session.  I was curious know more about the “self-service” aspect on that topic.

Then we had Jason Uppal of ClinicialMessage Inc. on stage (see picture below) , who gave a wonderful presentation on the human touch to the architecture and how to leverage EA to make disruptive changes without disrupting the working systems.

Jason bangaloreLots of take-aways from the session. Importantly the typical reasons why certain Architectures can fail… caused many a times we have a solution already in our mind and we are trying to fit that into the requirement. And most of these times if we look at the Requirements artifact we will be see that the problems are not rightly captured. Couldn’t agree more with the good practices that he discussed.

Starting with  “Identifying the Problem Right” – I thought that is definitely the first and important step in Architecture.  Then Jason talked about significance of communicating and engaging people and stakeholders in the architecture — point that he drove home with a good example from the health care industry. He talked about the criticality of communicating and engaging the stakeholders — engagement of course improves quality. Building the right levers in the architecture and solving the whole problem were some of the other key points that I noted down. More importantly the key message was as Architects, we have to go beyond drawing the lines and boxes to deliver the change, may be look to deliver things that can create an impact in 30 days balancing the short term and long term goals.

I got the stage for couple of minutes to update on the AEA Bangalore Chapter activities. My request to the attendees was to leverage the chapter for their own professional development – using that as a platform to share expertise, get answers to queries, connect with other professionals of similar interest and build the network. Hopefully will see more participation in the Bangalore chapter events this year.

On the security track, had multiple interesting sessions. Began with Jim Hietala of The Open Group discussing the Risk Management Framework. I’ve been attending a course on the subject. But this one provided a lot of insight on the taxonomy (O-RT) and the analysis part – more of taking a quantitative approach than a qualitative approach. Though the example was based on risks with regard to laptop thefts, there is no reason we can’t apply the principles to real issues like quantifying the threats for moving workloads to cloud. (that’s another to-do added to my list).

Then it was my session on the Best practices for moving workloads to cloud for Indian Banks. Talked about the progress so far with the whitepaper. The attendees were limited as there was Jason’s EA workshop happening in parallel. But those who attended were really interested in the subject. We did have a good discussion on the benefits, challenges and regulations with regard to the Indian Banking workloads and their movement to cloud.  We discussed few interesting case studies. There are areas that need more content and I’ve requested the people who attended the session to participate in the workgroup. We are looking at getting a first draft done in the next 30 days.

Finally, also sat in the presentation by Ajit A. Matthew on the security implementation at Intel. Everywhere the message is clear. You need to implement context based security and security intelligence to enable the new age innovation but at the same time protect your core assets.

It was a Saturday well spent. Added had some opportunities to connect with few new folks and understand their security challenges with cloud.  Looking to keep the dialog going and have an AEA Bangalore chapter event sometime during Q1. In that direction, I took the first step to write this up and share with my network.

Event Details:
The Open Group Bangalore, India
January 24-25, 2014

Sreekanth IyerSreekanth Iyer is an Executive IT Architect in IBM Security Systems CTO office and works on developing IBM’s Cloud Security Technical Strategy. He is an Open Group Certified Distinguished Architect and is a core member of the Bangalore Chapter of the Association of Enterprise Architects. He has over 18 years’ industry experience and has led several client solutions across multiple industries. His key areas of work include Information Security, Cloud Computing, SOA, Event Processing, and Business Process management. He has authored several technical articles, blogs and is a core contributor to multiple Open Group as well as IBM publications. He works out of the IBM India Software Lab Bangalore and you can follow him on Twitter @sreek.

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The Open Group London – Day Two Highlights

By Loren K. Baynes, Director, Global Marketing Communications

We eagerly jumped into the second day of our Business Transformation conference in London on Tuesday October 22nd!  The setting is the magnificent Central Hall Westminster.

Steve Nunn, COO of The Open Group and CEO of Association of Enterprise Architects (AEA), started off the morning introducing our plenary based on Healthcare Transformation.  Steve noted that the numbers in healthcare spend are huge and bringing Enterprise Architecture (EA) to healthcare will help with efficiencies.

The well-renowned Dr. Peter Sudbury, Healthcare Specialist with HP Enterprise Services, discussed the healthcare crisis (dollars, demand, demographics), the new healthcare paradigm, barriers to change and innovation. Dr. Sudbury also commented on the real drivers of healthcare costs: healthcare inflation is higher intrinsically; innovation increases cost; productivity improvements lag other industries.

IMG_sudburyDr. Peter Sudbury

Dr. Sudbury, Larry Schmidt (Chief Technologist, HP) and Roar Engen (Head of Enterprise Architecture, Helse Sør-Øst RHF, Norway) participated in the Healthcare Transformation Panel, moderated by Steve Nunn.  The group discussed opportunities for improvement by applying EA in healthcare.  They mentioned that physicians, hospitals, drug manufacturers, nutritionists, etc. should all be working together and using Boundaryless Information Flow™ to ensure data is smoothly shared across all entities.  It was also stated that TOGAF® is beneficial for efficiencies.

Following the panel, Dr. Mario Tokoro (Founder & Executive Advisor of Sony Computer Science Laboratories, Inc. Japanese Science & Technology Agency, DEOS Project Leader) reviewed the Dependability through Assuredness™ standard, a standard of The Open Group.

The conference also offered many sessions in Finance/Commerce, Government and Tutorials/Workshops.

Margaret Ford, Consult Hyperion, UK and Henk Jonkers of BIZZdesign, Netherlands discussed “From Enterprise Architecture to Cyber Security Risk Assessment”.  The key takeaways were: complex cyber security risks require systematic, model-based risk assessment; attack navigators can provide this by linking ArchiMate® to the Risk Taxonomy.

“Applying Service-Oriented Architecture within a Business Technology Environment in the Finance Sector” was presented by Gerard Peters, Managing Consultant, Capgemini, The Netherlands. This case study is part of a white paper on Service-Oriented Architecture for Business Technology (SOA4BT).

You can view all of the plenary and many of the track presentations at livestream.com.  And for those who attended, full conference proceedings will be available.

The night culminated with a spectacular experience on the London Eye, the largest Ferris wheel in Europe located on the River Thames.

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The Open Group London 2013 – Day One Highlights

By Loren K. Baynes, Director, Global Marketing Communications

On Monday October 21st, The Open Group kicked off the first day of our Business Transformation conference in London!  Over 275 guests attended many engaging presentations by subject matter experts in finance, healthcare and government.  Attendees from around the globe represented 28 countries including those from as far away as Columbia, Philippines, Australia, Japan and South Africa.

Allen Brown, President and CEO of The Open Group, welcomed the prestigious group.  Allen announced that The Open Group has 67 new member organizations so far this year!

The plenary launched with “Just Exactly What is Going On in Business and Technology?” by Andy Mulholland, Former Global CTO of Capgemini, who was named one of the top 25 influential CTOs by InfoWorld.  Andy’s key topics regarding digital disruption included real drivers of change, some big and fundamental implications, business model innovation, TOGAF® and the Open Platform 3.0™ initiative.

Next up was Judith Jones, CEO, Architecting the Enterprise Ltd., with a presentation entitled “One World EA Framework for Governments – The Way Forward”.  Judith shared findings from the World Economic Forum, posing the question “what keeps 1000 global leaders awake at night”? Many stats were presented with over 50 global risks – economical, societal, environmental, geopolitical and technological.

Jim Hietala, VP, Security of The Open Group announced the launch of the Open FAIR Certification for People Program.  The new program brings a much-needed certification to the market which focuses on risk analysis. Key partners include CXOWARE, Architecting the Enterprise, SNA Technologies and The Unit bv.

Richard Shreeve, Consultancy Director, IPL and Angela Parratt, Head of Transformation and joint CIO, Bath and North East Somerset Council presented “Using EA to Inform Business Transformation”.  Their case study addressed the challenges of modeling complexity in diverse organizations and the EA-led approach to driving out cost and complexity while maintaining the quality of service delivery.

Allen Brown announced that the Jericho Forum® leaders together with The Open Group management have concluded that the Jericho Forum has achieved its original mission – to establish “de-perimeterization” that touches all areas of modern business.  In declaring this mission achieved, we are now in the happy position to celebrate a decade of success and move to ensuring that the legacy of the Jericho Forum is both maintained within The Open Group and continues to be built upon.  (See photo below.)

Following the plenary, the sessions were divided into tracks – Finance/Commerce, Healthcare and Tutorials/Workshops.

During the Healthcare track, one of the presenters, Larry Schmidt, Chief Technologist with HP, discussed “Challenges and Opportunities for Big Data in Healthcare”. Larry elaborated on the 4 Vs of Big Data – value, velocity, variety and voracity.

Among the many presenters in the Finance/Commerce track, Omkhar Arasaratnam, Chief Security Architect, TD Bank Group, Canada, featured “Enterprise Architecture – We Do That?: How (not) to do Enterprise Architecture at a Bank”.  Omkhar provided insight as to how he took traditional, top down, center-based architectural methodologies and applied it to a highly federated environment.

Tutorials/workshops consisted of EA Practice and Architecture Methods and Techniques.

You can view all of the plenary and many of the track presentations at livestream.com.  For those who attended, please stay tuned for the full conference proceedings.

The evening concluded with a networking reception at the beautiful and historic and Central Hall Westminster.  What an interesting, insightful, collaborative day it was!

IMG_1311

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New Brunswick Leverages TOGAF®

The OCIO of GNB Announces an Ambitious EA Roadmap using TOGAF® and Capability-Based Thinking

On Wednesday September 25th, the Office of the Chief Information Officer (OCIO) for the Government of New Brunswick (GNB) held an Enterprise Architecture (EA) Symposium for the vendor community at the Delta Fredericton. This event drew well over a hundred plus attendees from the vendor community across the province, the Atlantic area and parts of Canada.

During this event, Christian Couturier, GNB CIO, announced an EA roadmap across the domains of Information, Application, Technology and Security; areas of mandate for the OCIO. He presented a vision for transformation at GNB that would make its departments more efficient and effective by standardizing their practice and services around TOGAF® and capability-based thinking. Christian also shed valuable insights into how the vendor community can engage with GNB and support the OCIO for their EA vision and roadmap.

TOGAF® and capability-based thinking were prominent themes throughout the symposium and were alluded to and shown throughout the presentation by Christian and his extended EA team. The OCIO has also created a strong governance structure that positions itself as an influential stakeholder in provisioning solutions across its domains. In the near term, vendors will need to show how their solutions not only meet functional requirements but demonstrate improvement in capability performance explicitly. This will help GNB to improve the definition and management of contracts with third party vendors.

Each Architecture Domain Chief presented the roadmap for their area in breakout sessions and answered questions from vendors. These sessions offered further insight into the EA roadmap and impact on particular areas within GNB such as current efforts being made in Service Oriented Architecture.

Here is a summary of the benefits Christian Couturier strived to achieve:

  • Improve transparency and accountability of investment in information technology across government departments
  • Rationalize portfolios of technologies and applications across GNB departments
  • Improve GNB’s ability to respond to citizen needs faster and more cost effectively
  • Develop internal resource competencies for achieving self-sufficiency

QRS has been working with the OCIO and GNB departments since March 2013 to enhance their TOGAF and capability-based thinking competencies. QRS will continue to work with the OCIO and GNB and look forward to their successes as both a corporate citizen and individual residents that benefit from its services.

Originally posted on the QRS blog. See http://www.qrs3e.com/gnb_ocio_togaf/

Christian CouturierChristian Couturier is Chief Information Officer of the Government of New Brunswick (GNB) which leads, enables and oversees the Information Management and Information Communication Technology (IM&ICT) investments for the enterprise.  Christian’s leadership has been recognized by several awards including Canada’s “Top 40 Under 40.” His research team’s success continues to be celebrated through many international, national and local awards including the 2007 Canadian Information Productivity Awards (CIPA) Gold Award of Excellence for innovation in the Health Care Sector.

LinkedIn Profile <http://ca.linkedin.com/pub/christian-couturier/46/b55/713/>

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Redefining traceability in Enterprise Architecture and implementing the concept with TOGAF 9.1 and/or ArchiMate 2.0

By Serge Thorn, Architecting the Enterprise

One of the responsibilities of an Enterprise Architect is to provide complete traceability from requirements analysis and design artefacts, through to implementation and deployment.

Along the years, I have found out that the term traceability is not always really considered in the same way by different Enterprise Architects.

Let’s start with a definition of traceability. Traceable is an adjective; capable of being traced. Trying to find a definition even from a dictionary is a challenge and the most relevant one I found on Wikipedia which may be used as a reference could be “The formal definition of traceability is the ability to chronologically interrelate uniquely identifiable entities in a way that is verifiable.”

In Enterprise Architecture, traceability may mean different things to different people.

Some people refer to

  • Enterprise traceability which proves alignment to business goals
  • End-to-end traceability to business requirements and processes
  • A traceability matrix, the mapping of systems back to capabilities or of system functions back to operational activities
  • Requirements traceability which  assists  in quality  solutions that meets the business needs
  • Traceability between requirements and TOGAF artifacts
  • Traceability across artifacts
  • Traceability of services to business processes and architecture
  • Traceability from application to business function to data entity
  • Traceability between a technical component and a business goal
  • Traceability of security-related architecture decisions
  • Traceability of IT costs
  • Traceability to tests scripts
  • Traceability between  artifacts from business and IT strategy to solution development and delivery
  • Traceability from the initial design phase through to deployment
  • And probably more

The TOGAF 9.1 specification rarely refers to traceability and the only sections where the concept is used are in the various architecture domains where we should document a requirements traceability report or traceability from application to business function to data entity.

The most relevant section is probably where in the classes of architecture engagement it says:

“Using the traceability between IT and business inherent in enterprise architecture, it is possible to evaluate the IT portfolio against operational performance data and business needs (e.g., cost, functionality, availability, responsiveness) to determine areas where misalignment is occurring and change needs to take place.”

And how do we define and document Traceability from an end user or stakeholder perspective? The best approach would probably to use a tool which would render a view like in this diagram:

serge1In this diagram, we show the relationships between the components from the four architecture domains. Changing one of the components would allow doing an impact analysis.

Components may have different meanings as illustrated in the next diagram:

serge2Using the TOGAF 9.1 framework, we would use concepts of the Metamodel. The core metamodel entities show the purpose of each entity and the key relationships that support architectural traceability as stipulated in the section 34.2.1 Core Content Metamodel Concepts.

So now, how do we build that traceability? This is going to happen along the various ADM cycles that an enterprise will support. It is going to be quite a long process depending on the complexity, the size and the various locations where the business operates.

There may be five different ways to build that traceability:

  • Manually using an office product
  • With an enterprise architecture tool not linked to the TOGAF 9.1 framework
  • With an enterprise architecture tool using the TOGAF 9.1 artifacts
  • With an enterprise architecture tool using ArchiMate 2.0
  • Replicating the content of an Enterprise Repository such as a CMDB in an Architecture repository

1. Manually using an office product

You will probably document your architecture with the use of word processing, spread sheets and diagramming tools and store these documents in a file structure on a file server, ideally using some form of content management system.

Individually these tools are great but collectively they fall short in forming a cohesive picture of the requirements and constraints of a system or an enterprise. The links between these deliverables soon becomes non manageable and in the long term impact analysis of any change will become quite impossible. Information will be hard to find and to trace from requirements all the way back to the business goal that drives it. This is particularly difficult to achieve when requirements are stored in spread sheets and use cases and business goals are contained in separate documents. Other issues such as maintenance and consistency would have to be considered.

serge3

2. With an enterprise architecture tool not linked to the TOGAF 9.1 framework

Many enterprise architecture tools or suites provide different techniques to support traceability but do not really describe how things work and focus mainly on describing requirements traceability.  In the following example, we use a traceability matrix between user requirements and functional specifications, use cases, components, software artifacts, test cases, business processes, design specifications and more.

Mapping the requirements to use cases and other information can be very labor-intensive.

serge4

Some tools also allow for the creation of relationships between the various layers using grids or allowing the user to create the relationships by dragging lines between elements.

Below is an example of what traceability would look like in an enterprise architecture tool after some time.  That enterprise architecture ensures appropriate traceability from business architecture to the other allied architectures.

serge5

3. With an enterprise architecture tool using the TOGAF 9.1 artifacts

The TOGAF 9.1 core metamodel provides a minimum set of architectural content to support traceability across artifacts. Usually we use catalogs, matrices and diagrams to build traceability independently of dragging lines between elements (except possibly for the diagrams). Using catalogs and matrices are activities which may be assigned to various stakeholders in the organisation and theoretically can sometimes hide the complexity associated with an enterprise architecture tool.

serge6Using artifacts creates traceability. As an example coming from the specification; “A Business Footprint diagram provides a clear traceability between a technical component and the business goal that it satisfies, while also demonstrating ownership of the services identified”. There are other artifacts which also describe other traceability: Data Migration Diagram and Networked Computing/Hardware Diagram.

4. With an enterprise architecture tool using ArchiMate 2.0

Another possibility could be the use of the ArchiMate standard from The Open Group. Some of the that traceability could  also be achievable in some way using BPMN and UML for specific domains such as process details in Business Architecture or building the bridge between Enterprise Architecture and Software architecture.

With ArchiMate 2.0 we can define the end to end traceability and produce several viewpoints such as the Layered Viewpoint which shows several layers and aspects of an enterprise architecture in a single diagram. Elements are modelled in five different layers when displaying the enterprise architecture; these are then linked with each other using relationships. We differentiate between the following layers and extensions:

  • Business layer
  • Application layer
  • Technology layer
  • Motivation extension
  • Implementation and migration extension

The example from the specification below documents the various architecture layers.

serge7
As you will notice, this ArchiMate 2.0 viewpoint looks quite similar to the TOGAF 9.1 Business Footprint Diagram which provides a clear traceability between a technical component and the business goal that it satisfies, while also demonstrating ownership of the services identified.

Another example could be the description of the traceability among business goals, technical capabilities, business benefits and metrics.  The key point about the motivation extension is to work with the requirement object.

Using the motivation viewpoint from the specification as a reference (motivation extension), you could define business benefits / expectations within the business goal object, and then define sub-goals as KPIs to measure the benefits of the plan and list all of the identified requirements of the project / program.  Finally, you could link these requirements with either application or infrastructure service object representing software or technical capabilities. (Partial example below).

serge8
One of the common questions I have recently received from various enterprise architects is “Now that I know TOGAF and ArchiMate… how should I model my enterprise? Should I use the TOGAF 9.1 artifacts to create that traceability? Should I use ArchiMate 2.0? Should I use both? Should I forget the artifacts…”. These are good questions and I’m afraid that there is not a single answer.

What I know is that if I select an enterprise architecture tool supporting both TOGAF 9.1 and ArchiMate 2.0, I would like to be able to be able to have a full synchronization. If I model a few ArchiMate models I would like my TOGAF 9.1 artifacts to be created at the same time (catalogs and matrices) and if I create artifacts from the taxonomy, I would like my ArchiMate models also to be created.

Unfortunately I do not know the current level of tools maturity and whether tools vendors provide that synchronization. This would obviously require some investigation and should be one of the key criteria if you were currently looking for a product supporting both standards.

5. Replicating the content of an Enterprise Repository such as a CMDB in an Architecture repository

This other possibility requires that you have an up to date Configuration Management Database and that you developed an interface with your Architecture Repository, your enterprise architecture tool. If you are able to replicate the relationships between the infrastructure components and applications (CIs) into your enterprise architecture tool that would partially create your traceability.

If I summarise the various choices to build that enterprise architecture traceability, I potentially have three main possibilities:

serge9
Achieving traceability within an Enterprise Architecture is key because the architecture needs to be understood by all participants and not just by technical people.  It helps to incorporate the enterprise architecture efforts into the rest of the organization and it takes it to the board room (or at least the CIO’s office) where it belongs.

  • Describe your traceability from your Enterprise Architecture to the system development and project documentation.
  • Review that traceability periodically, making sure that it is up to date, and produce analytics out of it.

If a development team is looking for a tool that can help them document, and provide end to end traceability throughout the life cycle EA is the way to go, make sure you use the right standard and platform. Finally, communicate and present to your stakeholders the results of your effort.

Serge Thorn is CIO of Architecting the Enterprise.  He has worked in the IT Industry for over 25 years, in a variety of roles, which include; Development and Systems Design, Project Management, Business Analysis, IT Operations, IT Management, IT Strategy, Research and Innovation, IT Governance, Architecture and Service Management (ITIL). He is the Chairman of the itSMF (IT Service Management forum) Swiss chapter and is based in Geneva, Switzerland.

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TOGAF® 9 Certification Reaches 25,000 Milestone

By Andrew Josey, The Open Group

Last Wednesday represented a significant milestone for The Open Group’s TOGAF® 9 certification program. In case you hadn’t already seen it on our homepage, Twitter, or LinkedIn,  the number of TOGAF® 9 certified individuals has now surpassed the 25,000 mark, an increase of nearly 8,500 new certifications in the equivalent twelve month period!

For those of you who might be unfamiliar with the name, TOGAF®, an Open Group Standard, is a proven enterprise architecture methodology and framework used by the world’s leading organizations to improve business efficiency.

Certification is available to individuals who wish to demonstrate they have attained the required knowledge and understanding of the current standard, and reaching the 25,000 mark is of course an incredible milestone for TOGAF®.

However, Wednesday’s milestone isn’t the only positive reflection of TOGAF adoption in recent times. Just weeks ago, the latest Foote report placed TOGAF® skills and Open CA certification (an Open Group Certification) top of the 340 highest paying non-certified and 289 highest paying certified IT skills, respectively.

The report, based on US and Canadian data, stated that: “vendor independent organizations such as The Open Group have far fewer resources for promoting their programs but what they do have are superb architecture certifications that employers need and highly value and we see their certifications holding their value if not gaining ground.”

There is no doubt that the success of both can be partially attributed to a huge surge in the popularity of open standards over the last few years – including TOGAF® and Open CA.

The economic downturn has its role to play here of course. Since the financial crisis began, open standards have helped by providing a framework that allows Enterprise Architects to save their companies money, maintain and increase profitability and drive business efficiencies. And, on a professional level, certification has helped Enterprise Architects to differentiate themselves, delivering better job security and employment prospects through testing times.

However, with the worst of the financial crisis hopefully behind us, the rate of certifications shows little signs of slowing. The below graph outlines the rise in the number of TOGAF® 9 certifications since March 2009:

TOGAF certs v2
As you can see from the graph, there are two levels defined for TOGAF 9 “people certification”, and these are known as TOGAF 9 Foundation and TOGAF 9 Certified, respectively.

To provide you with a brief background on these, certification to TOGAF 9 Foundation demonstrates that the candidate has gained knowledge of the terminology, structure, and basic concepts of TOGAF 9, and also understands the core principles of enterprise architecture and the TOGAF standard. Certification to TOGAF 9 Certified provides validation that in addition to the knowledge and comprehension of TOGAF 9 Foundation, the candidate is able to analyze and apply this knowledge.

However, while there are now fifty TOGAF 9 training partners across the globe and fifty-eight accredited TOGAF 9 courses to choose from, more and more of these certifications are self taught. At the last count we had sold over 7700 electronic self study packs for TOGAF 9 certification, making it the number one best-seller in our electronic commerce store. These have proved particularly popular in smaller global markets where face-to-face training courses may be less accessible or costly.

Of course, as we celebrate a great milestone in its evolution, credit must go out to the many people who have helped develop and continue to help develop the TOGAF® standard, in particular the members of The Open Group Architecture Forum. Today’s milestone is not only a testament to the value placed in trusted, globally accepted standards supported through certification, but to their endeavours.

It was not so long ago we announced on this very blog that TOGAF® had become a globally recognized, registered brand trademark. Now, just a few months later, we celebrate another significant milestone in the evolution of TOGAF®. Long may this evolution (and the milestones) continue!

More information on TOGAF 9 Certification, including the directory of Certified professionals and the official accredited training course calendar, can be obtained from The Open Group website here: http://www.opengroup.org/togaf9/cert/

See our TOGAF 9 infographic for the latest statistics:

TOGAFInfograph-full-450

Andrew Josey is Director of Standards within The Open Group. He is currently managing the standards process for The Open Group, and has recently led the standards development projects for TOGAF 9.1, ArchiMate 2.0, IEEE Std 1003.1-2008 (POSIX), and the core specifications of the Single UNIX Specification, Version 4. Previously, he has led the development and operation of many of The Open Group certification development projects, including industry-wide certification programs for the UNIX system, the Linux Standard Base, TOGAF, and IEEE POSIX. He is a member of the IEEE, USENIX, UKUUG, and the Association of Enterprise Architects.

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Filed under Certifications, Enterprise Architecture, TOGAF, TOGAF®