Category Archives: Standards

The Open Group Philadelphia – Day Two Highlights

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

philly 2.jpgDay 2 at The Open Group conference in the City of Brotherly Love, as Philadelphia is also known, was another busy and remarkable day.

The plenary started with a fascinating presentation, “Managing the Health of the Nation” by David Nash, MD, MBA, Dean of Jefferson School of Population Health.  Healthcare is the number one industry in the city of Philadelphia, with the highest number of patients in beds in the top 10 US cities. The key theme of his thought-provoking speech was “boundaryless information sharing” (sound familiar?), which will enable a healthcare system that is “safe, effective, patient-centered, timely, equitable, efficient”.

Following Dr. Nash’s presentation was the Healthcare Transformation Panel moderated by Allen Brown, CEO of The Open Group.  Participants were:  Gina Uppal (Fulbright-Killam Fellow, American University Program), Mike Lambert (Open Group Fellow, Architecting the Enterprise), Rosemary Kennedy (Associate Professor, Thomas Jefferson University), Blaine Warkentine, MD, MPH and Fran Charney (Pennsylvania Patient Safety Authority). The group brought different sets of experiences within the healthcare system and provided reaction to Dr. Nash’s speech.  All agree on the need for fundamental change and that technology will be key.

The conference featured a spotlight on The Open Group’s newest forum, Open Platform 3.0™ by Dr. Chris Harding, Director of Interoperability.  Open Platform 3.0 was formed to advance The Open Group vision of Boundaryless Information Flow™ to help enterprises in the use of Cloud, Social, Mobile Computing and Big Data.  For more info; http://www.opengroup.org/getinvolved/forums/platform3.0

The Open Group flourishes because of people interaction and collaboration.  The accolades continued with several members being recognized for their outstanding contributions to The Open Group Trusted Technology Forum (OTTF) and the Service-Oriented Architecture (SOA) and Cloud Computing Work Groups.  To learn more about our Forums and Work Groups and how to get involved, please visit http://www.opengroup.org/getinvolved

Presentations and workshops were also held in the Healthcare, Finance and Government vertical industries. Presenters included Larry Schmidt (Chief Technologist, HP), Rajamanicka Ponmudi (IT Architect, IBM) and Robert Weisman (CEO, Build the Vision, Inc.).

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Filed under ArchiMate®, Business Architecture, Cloud/SOA, Conference, Cybersecurity, Data management, Enterprise Architecture, Enterprise Transformation, Healthcare, O-TTF, Open Platform 3.0, Security Architecture, Standards, TOGAF®

The Open Group Philadelphia – Day One Highlights

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

PhillyOn Monday, July 15th, we kicked off our conference in Philadelphia. As Allen Brown, CEO of The Open Group, commented in his opening remarks, Philadelphia is the birthplace of American democracy.  This is the first time The Open Group has hosted a conference in this historical city.

Today’s plenary sessions featured keynote speakers covering topics ranging from an announcement of a new Open Group standard, appointment of a new Fellow, Enterprise Architecture and Transformation, Big Data and spotlights on The Open Group forums, Real-time Embedded Systems and Open Trusted Technology, as well as a new initiative on Healthcare.

Allen Brown noted that The Open Group has 432 member organizations with headquarters in 32 countries and over 40,000 individual members in 126 countries.

The Open Group Vision is Boundaryless Information Flow™ achieved through global interoperability in a secure, reliable and timely manner.  But as stated by Allen, “Boundaryless does not mean there are no boundaries.  It means that boundaries are permeable to enable business”

Allen also presented an overview of the new “Dependability Through Assuredness™ Standard.  The Open Group Real-time Embedded Systems Forum is the home of this standard. More news to come!

Allen introduced Dr. Mario Tokoro, (CEO of Sony Computer Systems Laboratories) who began this project in 2006. Dr. Tokoro stated, “Thank you from the bottom of my heart for understanding the need for this standard.”

Eric Sweden, MSIH MBA, Program Director, Enterprise Architecture & Governance\National Association of State CIOs (NASCIO) offered a presentation entitled “State of the States – NASCIO on Enterprise Architecture: An Emphasis on Cross-Jurisdictional Collaboration across States”.  Eric noted “Enterprise Architecture is a blueprint for better government.” Furthermore, “Cybersecurity is a top priority for government”.

Dr. Michael Cavaretta, Technical Lead and Data Scientist with Ford Motor Company discussed “The Impact of Big Data on the Enterprise”.  The five keys, according to Dr. Cavaretta, are “perform, analyze, assess, track and monitor”.  Please see the following transcript from a Big Data analytics podcast, hosted by The Open Group, Dr. Cavaretta participated in earlier this year. http://blog.opengroup.org/2013/01/28/the-open-group-conference-plenary-speaker-sees-big-data-analytics-as-a-way-to-bolster-quality-manufacturing-and-business-processes/

The final presentation during Monday morning’s plenary was “Enabling Transformation Through Architecture” by Lori Summers (Director of Technology) and Amit Mayabhate (Business Architect Manager) with Fannie Mae Multifamily.

Lori stated that their organization had adopted Business Architecture and today they have an integrated team who will complete the transformation, realize value delivery and achieve their goals.

Amit noted “Traceability from the business to architecture principles was key to our design.”

In addition to the many interesting and engaging presentations, several awards were presented.  Joe Bergmann, Director, Real-time and Embedded Systems Forum, The Open Group, was appointed Fellow by Allen Brown in recognition of Joe’s major achievements over the past 20+ years with The Open Group.

Other special recognition recipients include members from Oracle, IBM, HP and Red Hat.

In addition to the plenary session, we hosted meetings on Finance, Government and Healthcare industry verticals. Today is only Day One of The Open Group conference in Philadelphia. Please stay tuned for more exciting conference highlights over the next couple days.

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Filed under ArchiMate®, Business Architecture, Conference, Cybersecurity, Data management, Enterprise Architecture, Enterprise Transformation, Healthcare, O-TTF, Security Architecture, Standards, TOGAF®

The Open Group Conference to Emphasize Healthcare as Key Sector for Ecosystem-Wide Interactions

By Dana Gardner, Interarbor Solutions

Listen to the recorded podcast here

Dana Gardner: Hello, and welcome to a special BriefingsDirect Thought Leadership Interview series, coming to you in conjunction with The Open Group Conference on July 15, in Philadelphia. Registration to the conference remains open. Follow the conference on Twitter at #ogPHL.

Gardner

I’m Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator throughout these discussions on enterprise transformation in the finance, government, and healthcare sector.

We’re here now with a panel of experts to explore how new IT trends are empowering improvements, specifically in the area of healthcare. We’ll learn how healthcare industry organizations are seeking large-scale transformation and what are some of the paths they’re taking to realize that.

We’ll see how improved cross-organizational collaboration and such trends as big data and cloud computing are helping to make healthcare more responsive and efficient.

With that, please join me in welcoming our panel, Jason Uppal, Chief Architect and Acting CEO at clinicalMessage. Welcome, Jason.

Jason Uppal: Thank you, Dana.

Inside of healthcare and inside the healthcare ecosystem, information either doesn’t flow well or it only flows at a great cost.

Gardner: And we’re also joined by Larry Schmidt, Chief Technologist at HP for the Health and Life Sciences Industries. Welcome, Larry.

Larry Schmidt: Thank you.

Gardner: And also, Jim Hietala, Vice President of Security at The Open Group. Welcome back, Jim. [Disclosure: The Open Group and HP are sponsors of BriefingsDirect podcasts.]

Jim Hietala: Thanks, Dana. Good to be with you.

Gardner: Let’s take a look at this very interesting and dynamic healthcare sector, Jim. What, in particular, is so special about healthcare and why do things like enterprise architecture and allowing for better interoperability and communication across organizational boundaries seem to be so relevant here?

Hietala: There’s general acknowledgement in the industry that, inside of healthcare and inside the healthcare ecosystem, information either doesn’t flow well or it only flows at a great cost in terms of custom integration projects and things like that.

Fertile ground

From The Open Group’s perspective, it seems that the healthcare industry and the ecosystem really is fertile ground for bringing to bear some of the enterprise architecture concepts that we work with at The Open Group in order to improve, not only how information flows, but ultimately, how patient care occurs.

Gardner: Larry Schmidt, similar question to you. What are some of the unique challenges that are facing the healthcare community as they try to improve on responsiveness, efficiency, and greater capabilities?

Schmidt: There are several things that have not really kept up with what technology is able to do today.

For example, the whole concept of personal observation comes into play in what we would call “value chains” that exist right now between a patient and a doctor. We look at things like mobile technologies and want to be able to leverage that to provide additional observation of an individual, so that the doctor can make a more complete diagnosis of some sickness or possibly some medication that a person is on.

We want to be able to see that observation in real life, as opposed to having to take that in at the office, which typically winds up happening. I don’t know about everybody else, but every time I go see my doctor, oftentimes I get what’s called white coat syndrome. My blood pressure will go up. But that’s not giving the doctor an accurate reading from the standpoint of providing great observations.

Technology has advanced to the point where we can do that in real time using mobile and other technologies, yet the communication flow, that information flow, doesn’t exist today, or is at best, not easily communicated between doctor and patient.

There are plenty of places that additional collaboration and communication can improve the whole healthcare delivery model.

If you look at the ecosystem, as Jim offered, there are plenty of places that additional collaboration and communication can improve the whole healthcare delivery model.

That’s what we’re about. We want to be able to find the places where the technology has advanced, where standards don’t exist today, and just fuel the idea of building common communication methods between those stakeholders and entities, allowing us to then further the flow of good information across the healthcare delivery model.

Gardner: Jason Uppal, let’s think about what, in addition to technology, architecture, and methodologies can bring to bear here? Is there also a lag in terms of process thinking in healthcare, as well as perhaps technology adoption?

Uppal: I’m going to refer to a presentation that I watched from a very well-known surgeon from Harvard, Dr. Atul Gawande. His point was is that, in the last 50 years, the medical industry has made great strides in identifying diseases, drugs, procedures, and therapies, but one thing that he was alluding to was that medicine forgot the cost, that everything is cost.

At what price?

Today, in his view, we can cure a lot of diseases and lot of issues, but at what price? Can anybody actually afford it?

Uppal

His view is that if healthcare is going to change and improve, it has to be outside of the medical industry. The tools that we have are better today, like collaborative tools that are available for us to use, and those are the ones that he was recommending that we need to explore further.

That is where enterprise architecture is a powerful methodology to use and say, “Let’s take a look at it from a holistic point of view of all the stakeholders. See what their information needs are. Get that information to them in real time and let them make the right decisions.”

Therefore, there is no reason for the health information to be stuck in organizations. It could go with where the patient and providers are, and let them make the best decision, based on the best practices that are available to them, as opposed to having siloed information.

So enterprise-architecture methods are most suited for developing a very collaborative environment. Dr. Gawande was pointing out that, if healthcare is going to improve, it has to think about it not as medicine, but as healthcare delivery.

There are definitely complexities that occur based on the different insurance models and how healthcare is delivered across and between countries.

Gardner: And it seems that not only are there challenges in terms of technology adoption and even operating more like an efficient business in some ways. We also have very different climates from country to country, jurisdiction to jurisdiction. There are regulations, compliance, and so forth.

Going back to you, Larry, how important of an issue is that? How complex does it get because we have such different approaches to healthcare and insurance from country to country?

Schmidt: There are definitely complexities that occur based on the different insurance models and how healthcare is delivered across and between countries, but some of the basic and fundamental activities in the past that happened as a result of delivering healthcare are consistent across countries.

As Jason has offered, enterprise architecture can provide us the means to explore what the art of the possible might be today. It could allow us the opportunity to see how innovation can occur if we enable better communication flow between the stakeholders that exist with any healthcare delivery model in order to give us the opportunity to improve the overall population.

After all, that’s what this is all about. We want to be able to enable a collaborative model throughout the stakeholders to improve the overall health of the population. I think that’s pretty consistent across any country that we might work in.

Ongoing work

Gardner: Jim Hietala, maybe you could help us better understand what’s going on within The Open Group and, even more specifically, at the conference in Philadelphia. There is the Population Health Working Group and there is work towards a vision of enabling the boundaryless information flow between the stakeholders. Any other information and detail you could offer would be great.[Registration to the conference remains open. Follow the conference on Twitter at #ogPHL.]

Hietala: On Tuesday of the conference, we have a healthcare focus day. The keynote that morning will be given by Dr. David Nash, Dean of the Jefferson School of Population Health. He’ll give what’s sure to be a pretty interesting presentation, followed by a reactors’ panel, where we’ve invited folks from different stakeholder constituencies.

Hietala

We are going to have clinicians there. We’re going to have some IT folks and some actual patients to give their reaction to Dr. Nash’s presentation. We think that will be an interesting and entertaining panel discussion.

The balance of the day, in terms of the healthcare content, we have a workshop. Larry Schmidt is giving one of the presentations there, and Jason and myself and some other folks from our working group are involved in helping to facilitate and carry out the workshop.

The goal of it is to look into healthcare challenges, desired outcomes, the extended healthcare enterprise, and the extended healthcare IT enterprise and really gather those pain points that are out there around things like interoperability to surface those and develop a work program coming out of this.

We want to be able to enable a collaborative model throughout the stakeholders to improve the overall health of the population.

So we expect it to be an interesting day if you are in the healthcare IT field or just the healthcare field generally, it would definitely be a day well spent to check it out.

Gardner: Larry, you’re going to be talking on Tuesday. Without giving too much away, maybe you can help us understand the emphasis that you’re taking, the area that you’re going to be exploring.

Schmidt: I’ve titled the presentation “Remixing Healthcare through Enterprise Architecture.” Jason offered some thoughts as to why we want to leverage enterprise architecture to discipline healthcare. My thoughts are that we want to be able to make sure we understand how the collaborative model would work in healthcare, taking into consideration all the constituents and stakeholders that exist within the complete ecosystem of healthcare.

This is not just collaboration across the doctors, patients, and maybe the payers in a healthcare delivery model. This could be out as far as the drug companies and being able to get drug companies to a point where they can reorder their raw materials to produce new drugs in the case of an epidemic that might be occurring.

Real-time model

It would be a real-time model that allows us the opportunity to understand what’s truly happening, both to an individual from a healthcare standpoint, as well as to a country or a region within a country and so on from healthcare. This remixing of enterprise architecture is the introduction to that concept of leveraging enterprise architecture into this collaborative model.

Then, I would like to talk about some of the technologies that I’ve had the opportunity to explore around what is available today in technology. I believe we need to have some type of standardized messaging or collaboration models to allow us to further facilitate the ability of that technology to provide the value of healthcare delivery or betterment of healthcare to individuals. I’ll talk about that a little bit within my presentation and give some good examples.

It’s really interesting. I just traveled from my company’s home base back to my home base and I thought about something like a body scanner that you get into in the airport. I know we’re in the process of eliminating some of those scanners now within the security model from the airports, but could that possibly be something that becomes an element within healthcare delivery? Every time your body is scanned, there’s a possibility you can gather information about that, and allow that to become a part of your electronic medical record.

There is a lot of information available today that could be used in helping our population to be healthier.

Hopefully, that was forward thinking, but that kind of thinking is going to play into the art of the possible, with what we are going to be doing, both in this presentation and talking about that as part of the workshop.

Gardner: Larry, we’ve been having some other discussions with The Open Group around what they call Open Platform 3.0™, which is the confluence of big data, mobile, cloud computing, and social.

One of the big issues today is this avalanche of data, the Internet of things, but also the Internet of people. It seems that the more work that’s done to bring Open Platform 3.0 benefits to bear on business decisions, it could very well be impactful for centers and other data that comes from patients, regardless of where they are, to a medical establishment, regardless of where it is.

So do you think we’re really on the cusp of a significant shift in how medicine is actually conducted?

Schmidt: I absolutely believe that. There is a lot of information available today that could be used in helping our population to be healthier. And it really isn’t only the challenge of the communication model that we’ve been speaking about so far. It’s also understanding the information that’s available to us to take that and make that into knowledge to be applied in order to help improve the health of the population.

As we explore this from an as-is model in enterprise architecture to something that we believe we can first enable through a great collaboration model, through standardized messaging and things like that, I believe we’re going to get into even deeper detail around how information can truly provide empowered decisions to physicians and individuals around their healthcare.

So it will carry forward into the big data and analytics challenges that we have talked about and currently are talking about with The Open Group.

Healthcare framework

Gardner: Jason Uppal, we’ve also seen how in other business sectors, industries have faced transformation and have needed to rely on something like enterprise architecture and a framework like TOGAF® in order to manage that process and make it something that’s standardized, understood, and repeatable.

It seems to me that healthcare can certainly use that, given the pace of change, but that the impact on healthcare could be quite a bit larger in terms of actual dollars. This is such a large part of the economy that even small incremental improvements can have dramatic effects when it comes to dollars and cents.

So is there a benefit to bringing enterprise architect to healthcare that is larger and greater than other sectors because of these economics and issues of scale?

Uppal: That’s a great way to think about this thing. In other industries, applying enterprise architecture to do banking and insurance may be easily measured in terms of dollars and cents, but healthcare is a fundamentally different economy and industry.

It’s not about dollars and cents. It’s about people’s lives, and loved ones who are sick, who could very easily be treated, if they’re caught in time and the right people are around the table at the right time. So this is more about human cost than dollars and cents. Dollars and cents are critical, but human cost is the larger play here.

Whatever systems and methods are developed, they have to work for everybody in the world.

Secondly, when we think about applying enterprise architecture to healthcare, we’re not talking about just the U.S. population. We’re talking about global population here. So whatever systems and methods are developed, they have to work for everybody in the world. If the U.S. economy can afford an expensive healthcare delivery, what about the countries that don’t have the same kind of resources? Whatever methods and delivery mechanisms you develop have to work for everybody globally.

That’s one of the things that a methodology like TOGAF brings out and says to look at it from every stakeholder’s point of view, and unless you have dealt with every stakeholder’s concerns, you don’t have an architecture, you have a system that’s designed for that specific set of audience.

The cost is not this 18 percent of the gross domestic product in the U.S. that is representing healthcare. It’s the human cost, which is many multitudes of that. That’s is one of the areas where we could really start to think about how do we affect that part of the economy, not the 18 percent of it, but the larger part of the economy, to improve the health of the population, not only in the North America, but globally.

If that’s the case, then what really will be the impact on our greater world economy is improving population health, and population health is probably becoming our biggest problem in our economy.

We’ll be testing these methods at a greater international level, as opposed to just at an organization and industry level. This is a much larger challenge. A methodology like TOGAF is a proven and it could be stressed and tested to that level. This is a great opportunity for us to apply our tools and science to a problem that is larger than just dollars. It’s about humans.

All “experts”

Gardner: Jim Hietala, in some ways, we’re all experts on healthcare. When we’re sick, we go for help and interact with a variety of different services to maintain our health and to improve our lifestyle. But in being experts, I guess that also means we are witnesses to some of the downside of an unconnected ecosystem of healthcare providers and payers.

One of the things I’ve noticed in that vein is that I have to deal with different organizations that don’t seem to communicate well. If there’s no central process organizer, it’s really up to me as the patient to pull the lines together between the different services — tests, clinical observations, diagnosis, back for results from tests, sharing the information, and so forth.

Have you done any studies or have anecdotal information about how that boundaryless information flow would be still relevant, even having more of a centralized repository that all the players could draw on, sort of a collaboration team resource of some sort? I know that’s worked in other industries. Is this not a perfect opportunity for that boundarylessness to be managed?

Hietala: I would say it is. We all have experiences with going to see a primary physician, maybe getting sent to a specialist, getting some tests done, and the boundaryless information that’s flowing tends to be on paper delivered by us as patients in all the cases.

So the opportunity to improve that situation is pretty obvious to anybody who’s been in the healthcare system as a patient. I think it’s a great place to be doing work. There’s a lot of money flowing to try and address this problem, at least here in the U.S. with the HITECH Act and some of the government spending around trying to improve healthcare.

We’ll be testing these methods at a greater international level, as opposed to just at an organization and industry level.

You’ve got healthcare information exchanges that are starting to develop, and you have got lots of pain points for organizations in terms of trying to share information and not having standards that enable them to do it. It seems like an area that’s really a great opportunity area to bring lots of improvement.

Gardner: Let’s look for some examples of where this has been attempted and what the success brings about. I’ll throw this out to anyone on the panel. Do you have any examples that you can point to, either named organizations or anecdotal use case scenarios, of a better organization, an architectural approach, leveraging IT efficiently and effectively, allowing data to flow, putting in processes that are repeatable, centralized, organized, and understood. How does that work out?

Uppal: I’ll give you an example. One of the things that happens when a patient is admitted to hospital and in hospital is that they get what’s called a high-voltage care. There is staff around them 24×7. There are lots of people around, and every specialty that you can think of is available to them. So the patient, in about two or three days, starts to feel much better.

When that patient gets discharged, they get discharged to home most of the time. They go from very high-voltage care to next to no care. This is one of the areas where in one of the organizations we work with is able to discharge the patient and, instead of discharging them to the primary care doc, who may not receive any records from the hospital for several days, they get discharged to into a virtual team. So if the patient is at home, the virtual team is available to them through their mobile phone 24×7.

Connect with provider

If, at 3 o’clock in the morning, the patient doesn’t feel right, instead of having to call an ambulance to go to hospital once again and get readmitted, they have a chance to connect with their care provider at that time and say, “This is what the issue is. What do you want me to do next? Is this normal for the medication that I am on, or this is something abnormal that is happening?”

When that information is available to that care provider who may not necessarily have been part of the care team when the patient was in the hospital, that quick readily available information is key for keeping that person at home, as opposed to being readmitted to the hospital.

We all know that the cost of being in a hospital is 10 times more than it is being at home. But there’s also inconvenience and human suffering associated with being in a hospital, as opposed to being at home.

Those are some of the examples that we have, but they are very limited, because our current health ecosystem is a very organization specific, not  patient and provider specific. This is the area there is a huge room for opportunities for healthcare delivery, thinking about health information, not in the context of the organization where the patient is, as opposed to in a cloud, where it’s an association between the patient and provider and health information that’s there.

Extending that model will bring infinite value to not only reducing the cost, but improving the cost and quality of care.

In the past, we used to have emails that were within our four walls. All of a sudden, with Gmail and Yahoo Mail, we have email available to us anywhere. A similar thing could be happening for the healthcare record. This could be somewhere in the cloud’s eco setting, where it’s securely protected and used by only people who have granted access to it.

Those are some of the examples where extending that model will bring infinite value to not only reducing the cost, but improving the cost and quality of care.

Schmidt: Jason touched upon the home healthcare scenario and being able to provide touch points at home. Another place that we see evolving right now in the industry is the whole concept of mobile office space. Both countries, as well as rural places within countries that are developed, are actually getting rural hospitals and rural healthcare offices dropped in by helicopter to allow the people who live in those communities to have the opportunity to talk to a doctor via satellite technologies and so on.

The whole concept of a architecture around and being able to deal with an extension of what truly lines up being telemedicine is something that we’re seeing today. It would be wonderful if we could point to things like standards that allow us to be able to facilitate both the communication protocols as well as the information flows in that type of setting.

Many corporations can jump on the bandwagon to help the rural communities get the healthcare information and capabilities that they need via the whole concept of telemedicine.

That’s another area where enterprise architecture has come into play. Now that we see examples of that working in the industry today, I am hoping that as part of this working group, we’ll get to the point where we’re able to facilitate that much better, enabling innovation to occur for multiple companies via some of the architecture or the architecture work we are planning on producing.

Single view

Gardner: It seems that we’ve come a long way on the business side in many industries of getting a single view of the customer, as it’s called, the customer relationship management, big data, spreading the analysis around among different data sources and types. This sounds like a perfect fit for a single view of the patient across their life, across their care spectrum, and then of course involving many different types of organizations. But the government also needs to have a role here.

Jim Hietala, at The Open Group Conference in Philadelphia, you’re focusing on not only healthcare, but finance and government. Regarding the government and some of the agencies that you all have as members on some of your panels, how well do they perceive this need for enterprise architecture level abilities to be brought to this healthcare issue?

Hietala: We’ve seen encouraging signs from folks in government that are encouraging to us in bringing this work to the forefront. There is a recognition that there needs to be better data flowing throughout the extended healthcare IT ecosystem, and I think generally they are supportive of initiatives like this to make that happen.

Gardner: Of course having conferences like this, where you have a cross pollination between vertical industries, will perhaps allow some of the technical people to talk with some of the government people too and also have a conversation with some of the healthcare people. That’s where some of these ideas and some of the collaboration could also be very powerful.

We’ve seen encouraging signs from folks in government that are encouraging to us in bringing this work to the forefront.

I’m afraid we’re almost out of time. We’ve been talking about an interesting healthcare transition, moving into a new phase or even era of healthcare.

Our panel of experts have been looking at some of the trends in IT and how they are empowering improvement for how healthcare can be more responsive and efficient. And we’ve seen how healthcare industry organizations can take large scale transformation using cross-organizational collaboration, for example, and other such tools as big data, analytics, and cloud computing to help solve some of these issues.

This special BriefingsDirect discussion comes to you in conjunction with The Open Group Conference this July in Philadelphia. Registration to the conference remains open. Follow the conference on Twitter at #ogPHL, and you will hear more about healthcare or Open Platform 3.0 as well as enterprise transformation in the finance, government, and healthcare sectors.

With that, I’d like to thank our panel. We’ve been joined today by Jason Uppal, Chief Architect and Acting CEO at clinicalMessage. Thank you so much, Jason.

Uppal: Thank you, Dana.

Gardner: And also Larry Schmidt, Chief Technologist at HP for the Health and Life Sciences Industries. Thanks, Larry.

Schmidt: You bet, appreciate the time to share my thoughts. Thank you.

Gardner: And then also Jim Hietala, Vice President of Security at The Open Group. Thanks so much.

Hietala: Thank you, Dana.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator throughout these thought leader interviews. Thanks again for listening and come back next time.

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Enterprise Architecture in China: Who uses this stuff?

by Chris Forde, GM APAC and VP Enterprise Architecture, The Open Group

Since moving to China in March 2010 I have consistently heard a similar set of statements and questions, something like this….

“EA? That’s fine for Europe and America, who is using it here?”

“We know EA is good!”

“What is EA?”

“We don’t have the ability to do EA, is it a problem if we just focus on IT?”

And

“Mr Forde your comment about western companies not discussing their EA programs because they view them as a competitive advantage is accurate here too, we don’t discuss we have one for that reason.” Following that statement the lady walked away smiling, having not introduced herself or her company.

Well some things are changing in China relative to EA and events organized by The Open Group; here is a snapshot from May 2013.

M GaoThe Open Group held an Enterprise Architecture Practitioners Conference in Shanghai China May 22nd 2013. The conference theme was EA and the spectrum of business value. The presentations were made by a mix of non-member and member organizations of The Open Group, most but not all based in China. The audience was mostly non-members from 55 different organizations in a range of industries. There was a good mix of customer, supplier, government and academic organizations presenting and in the audience. The conference proceedings are available to registered attendees of the conference and members of The Open Group. Livestream recordings will also be available shortly.

Organizations large and small presented about the fact that EA was integral to delivering business value. Here’s the nutshell.

China

Huawei is a leading global ICT communications provider based in Shenzhen China.  They presented on EA applied to their business transformation program and the ongoing development of their core EA practice.

GKHB is a software services organization based in Chengdu China. They presented on an architecture practice applied to real time forestry and endangered species management.

Nanfang Media is a State Owned Enterprise, the second largest media organization in the country based in Guangzhou China. They presented on the need to rapidly transform themselves to a modern integrated digital based organization.

McKinsey & Co a Management Consulting company based in New York USA presented an analysis of a CIO survey they conducted with Peking University.

Mr Wang Wei a Partner in the Shanghai office of McKinsey & Co’s Business Technology Practice reviewed a survey they conducted in co-operation with Peking University.

wang wei.jpg

The Survey of CIO’s in China indicated a common problem of managing complexity in multiple dimensions: 1) “Theoretically” Common Business Functions, 2) Across Business Units with differing Operations and Product, 3) Across Geographies and Regions. The recommended approach was towards “Organic Integration” and to carefully determine what should be centralized and what should be distributed. An Architecture approach can help with managing and mitigating these realities. The survey also showed that the CIO’s are evenly split amongst those dedicated to a traditional CIO role and those that have a dual Business and CIO role.

Mr Yang Li Chao Director of EA and Planning at Huawei and Ms Wang Liqun leader of the EA Center of Excellence at Huawei yang li chao.jpgwang liqun.jpgoutlined the 5-year journey Huawei has been on to deal with the development, maturation and effectiveness of an Architecture practice in a company that has seen explosive growth and is competing on a global scale. They are necessarily paying a lot of attention to Talent Management and development of their Architects, as these people are at the forefront of the company Business Transformation efforts. Huawei constantly consults with experts on Architecture from around the world and incorporates what they consider best practice into their own method and framework, which is based on TOGAF®.

 Mr He Kun CIO of Nanfang Media described the enormous pressures his traditional media organization is under, such as a concurrent loss of advertising and talent to digital media.

he kun.jpgHe gave and example where China Mobile has started its own digital newspaper leveraging their delivery platform. So naturally, Nanfang media is also undergoing a transformation and is looking to leverage its current advantages as a trusted source and its existing market position. The discipline of Architecture is a key enabler and aids as a foundation for clearly communicating a transformation approach to other business leaders. This does not mean using EA Jargon but communicating in the language of his peers for the purpose of obtaining funding to accomplish the transformation effectively.

Mr Chen Peng Vice General Manager of GKHB Chengdu described the use of an Architecture approach to managing precious national resources such as forestry, bio diversity and endangered species. He descrichen peng.jpgbed the necessity for real time information in observation, tracking and responses in this area and the necessity of “Informationalization” of Forestry in China as a part of eGovernment initiatives not only for the above topics but also for the countries growth particularly in supplying the construction industry. The Architecture approach taken here is also based on TOGAF®.

The take away from this conference is that Enterprise Architecture is alive and well amongst certain organizations in China. It is being used in a variety of industries.  Value is being realized by executives and practitioners, and delivered for both IT and Business units. However for many companies EA is also a new idea and to date its value is unclear to them.

The speakers also made it clear that there are no easy answers, each organization has to find its own use and value from Enterprise Architecture and it is a learning journey. They expressed their appreciation that The Open Group and its standards are a place where they can make connections, pull from and contribute to in regards to Enterprise Architecture.

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Filed under Enterprise Architecture, Enterprise Transformation, Professional Development, Standards, TOGAF, TOGAF®, Uncategorized

What is Business Architecture? Part 2

By Allen Brown, President and CEO, The Open Group

I recently wrote that I had heard and read the opinions of a number of people about what is Business Architecture, as I am sure many of us have but I wanted to understand it from the perspective of people who actually had Business Architect in their job title.  So I wrote to 183 people in Australia and New Zealand and asked them.

The initial summary (blog) of the responses I received was focused on the feedback from Business Architects who were employed by organizations I think of as consumers; this one is focused on the feedback from consultants, ranging from those who are working on their own to others who are working with some of the largest consulting firms that we know.

Why I chose the countries I did and the questions I asked are contained in that earlier blog.

Again the responses have been amazing and thank you to everyone who took the time to do so.  They included some wonderful insights into their role and into their beliefs with respect to Business Architecture.

Summarizing the feedback from the consultants is even more difficult than that of the consumers.  Understandably, each of them has their own approach.  I have found it very difficult to decide what to leave out in order to get this down to a reasonable length for a blog.

It is important to repeat that I am still in the process of seeking to understand, so I would be really pleased to hear from anyone who has such a role, to correct any misunderstandings I might have or erroneous conclusions I may have drawn.

The first point of note from the responses is that Business Architecture is still evolving and finding its place in the enterprise.  While the consumers saw it as somewhere between immature and missing in action, the consultants tended to look at the how and why of its evolution.  In one case the view was that Business Architecture is evolving in response to a demand for greater business oriented control over transformation, while another reported, disappointedly, that business architecture is often seen as Business Process Review/Improvement on steroids.  Other comments included:

  • Generally Business Architecture is seen as business process review and/or business process improvement. There is not much real Business Architecture going on at the moment.
  • It is not widely understood at this point in time.  This first initiative will be conducted in a lightweight manner to gain the business buy in and get some projects onto the roadmap.  Delivery time will be a key factor in prioritization as we will be looking for some projects with shorter duration and lower complexity so some tangible benefits can be realized
  • It is not formally recognized.  Last year I was in the supply chain team (who also deal with Lean and other operational improvement skills).  We have Business Analysts, and a People and Change Team.  We have several areas than do Operating Models.  To me various elements of these would be included under the Business Architecture banner.

In common with the consumer viewpoint, the focus of Business Architecture is on the “What”.  Some of the comments included:

  • The Business Architecture will exist with or without technology, but as soon as technology is involved, the technology exists to service the business architecture, and the business architecture should be the input to the technology and application architecture.
  • Make recommendations of what projects the business should perform, in addition to relevant and timely corrections to the governance structure, business processes, and the structure of business information
  • The business architecture I am referring to is not the traditional element of the IT based Enterprise Architecture, but a framework that is totally business oriented and in which the whole business, including IT, can commit to in order to truly understand their problems and most of all the potential to genuinely improve the business.
  • “Business Architecture is not about telling people how to do their job at a detail level. Its function is to help us all to understand how together we can achieve the business goals and objectives
  • The primary focus of the Business Architect includes the analysis of business motivations and business operations, through the use of business analysis frameworks and related networks that link these aspects of the enterprise together. The Business Architect works to develop an integrated view of the business unit, in the context of the enterprise, using a repeatable approach, cohesive framework, and available industry standard techniques.

In some cases the focus of activity was the entire enterprise: the CEO view.  In others it was at the line of business or business unit level.  In all cases the focus was very much on the business issues:

  • Strategy
  • Business goals, objectives and drivers
  • Business operating model
  • Organization structure
  • Functions, roles, actors
  • Business processes
  • Key data elements

Being able to see the big picture and have the ability to communicate with key stakeholders was emphasized time and again.

  • Make it relevant and “makes sense” to senior management, operations and IT groups.  Visualize problems; have a way to communicate with the business team
  • Be able to relate – what big decision we need to make and to package it up so that execs can make a decision
  • The only person who cares about the whole picture is the CEO.  BA provides the CEO with a one page picture of the whole enterprise in a logical fashion
  • Show the CEO where impact is on a page – give confidence – control.  Help him make decisions around priorities.
  • The secret of good architecture is taking all the complexity and presenting it in a simplistic way that anyone can understand on a ‘need to know’ basis and quickly find the right answer to the current and/or planned state of business components.
  • BA facilitates strategic consistency with the business.  Where do we need to differentiate more than others?  How do we build in once or move to one instance?
  • Drive prioritization of when to invest based on the businesses strategic goals
  • Distil, communicate and relate to a business person
  • A key purpose of this new business driven architecture is to provide the means for communicating and controlling the strategic and operational intentions of the business in a way that is easy to understand for everyone in the organization

A common feature in the feedback is that underneath the models the information is rich – enables drill down – traceability to underlying requirements linked to the requirements.

Two areas of activity stood out the most: Capabilities and Value Streams.  Both of these are focused on WHAT a company needs to be able to do to execute its business strategy and to bring a product or service to a consumer.  Comments included:

  • Capabilities – combination of people, process and technology to deliver product features
  • Logical building blocks – gather information and compare the level of maturity in each capability, compare with others, understand where could we go to
  • Define/ champion 1 common reference model / capability model / logical building blocks of the enterprise.
  • Establish Capability, Information maps, Value Streams, stages and business processes.
  • Have intimate knowledge of the Business Capability (As Is/To Be), Business Component Structure, Business Processes, Value Streams and Conceptual Business Models.
  • Have the capability picture
  • … not only the capability of each component but also the relationship between components from every appropriate perspective (purpose, technical, compliance, risk, acceptability, etc.)
  • The Business Architecture is the first stage in a broader EA initiative.  Subsequent phases will align capabilities to applications and look at the major data flows between those applications

Since value stream mapping is a lean manufacturing technique, lean techniques are also called out as being relevant to business architecture because they identify areas of waste, which often change work processes or procedures, which may or may not impact applications and technology.  Feedback included:

  • Each value steam has Inputs (that triggers the value stream) and Outputs (the value based result of completing the business activities).
  • Each value stream is designed against Critical Success Factors, founded on the strategic intentions and priorities of the business, that represent the required business performance with Time, Cost, Quality, Risk and Compliance.
    • Time – How long the process should take from a Customer Perspective
    • Cost – How much the process should cost, measured using for example TDABC (Time Driven Activity Based Costing)
    • Quality – A statement clearly describing the (fit for) purpose of the activity
    • Risk – The protected acceptable residual risk involved due to effective control within the proposed design
    • Compliance – The specific interpreted requirements placed on the activity by interpreting the obligations of associated legislation and regulations.
    • Value streams are directed or informed by policies, plans, procedures, governance, regulations, business rules and other guidance, and are enabled by roles, IT Systems and other resources that will directly or indirectly support their completion.
    • The As-Is Architecture consists of the related value streams, indicating how the business is currently performing.   Under the facilitation of the business architect, design teams investigate how these can be improved to produce the Target State version of the Value Stream.

It was argued that displaying the relationship between the guidance, the enablers and the value streams, opens up the potential to discuss many things related to the business performance; that this alignment is critical for ensuring the business functions operate as expected; and that this is the major feature of business architecture and provides answers to so many previously unanswered questions for business managers.

Incidentally, since value stream maps are often drawn by hand in pencil (to keep the mapping process real-time, simple and iterative by allowing for simple correction) this tends to reinforce the comment by one of the consumer respondents that his most useful tools are pencil and paper.

The role and relationship of Business Architects, Business Analysts and other folk that might come under the general heading of Enterprise Architecture, varied from one organization to another, often seemingly dependent upon the size of the consulting firm.  At different ends of the spectrum were:

  • To a greater or lesser extent, Business Architects are supported by Business Analysts (“the knowledge processing factory) and by people with deep skills in design and process, Lean, 6 Sigma, HR, organization design and training.  The Business Architects ensure that all of the pieces fit together in a logical manor and that the impact can be shown in dollar terms
  • The Enterprise Architect is a person who can perform as both Solution Architect (SA) and a Business Architect (as needed) and has some ability as an Information Architect. In addition, an EA can perform at an enterprise level, something that is NOT required of either an SA or BA

The feedback on the title of Enterprise Architect was as varied as the number of responses.  The comments included:

  • Enterprise Architecture seen as a bad word
  • With hindsight, referring to it as architecture was a mistake
  • Enterprise Architecture is an IT version of technical specifications and drawings and not architecture, as such, and Enterprise Architects are mainly focused on the Application and Technology areas.
  • I think the technology story wave is coming to an end.  The focus will be more on the BusArch and InfoArch as that is where, in my view, the business IP sits. In the future more Bus/Info architects will become Enterprise WIDE architects, not so much enterprise architects

In most cases but not all, there is no such job as an Enterprise Architect.  It is in instead the overall term for Business Architects, Solution Architects, Information Architects, Value architects, Journey architects and so on.

The key differences that were highlighted between the roles of Business Architect and Enterprise Architect was a matter of depth and potentially also of education:

  • Enterprise Architects will tend to have more depth in technology; Business Architects will tend to have more depth in business techniques
  • Enterprise Architects will tend to have a Computer Science degree, or similar; Business Architects will tend to have a business degree or experience.

It was also stated that Business Architecture is a logical growth path for an experienced Business Analyst provided they get an Enterprise level understanding of the Business and Architecture.

When I actually look at the background of the respondents, I can see experience in:

  • IT consulting
  • Operations management
  • Product management
  • Project management
  • Business Analyst
  • Aeronautical Engineering
  • Logistics
  • … and much more besides

and education backgrounds are similarly varied.

The common theme is a deep interest in the business issues and what makes organizations work.

The evolution of Business Architecture clearly has a long way to go and depends upon the ability of the practitioners to relate to the business leaders.  One respondent predicted a shift and a segmentation in these comments:

  • For business that serve the “mum and dads”. I believe you will see a grouping of the different architectures based upon the business objectives and capabilities.
  • I think the technology story wave is coming to an end.  The focus will be more on the BusArch and InfoArch as that is where, in my view, the business IP sits. Applications and Technologies are all COTS nowadays (unless you are developing them). I think in the future more Bus/Info architects will become Enterprise WIDE Architects, not so much Enterprise Architects

The last word goes to the feedback that one Business Architect reported:

“In my time with this amazing new methodology I have had two separate reactions that stand out:

The first from an Acting CEO that was one of the biggest sceptics when I started the initiative and in admitting he had been, said that he owed me a big apology that he found the Business Architecture to be both highly useful and quite remarkable.

The second was in relation to a BPO initiative for a long standing traditional finance industry organization, when the chairman of the board said it [Business Architecture] had made a major decision relatively easy, that would have otherwise been one of the most difficult in the company‘s history.”

Allen Brown

Allen Brown is President and CEO, The Open Group – a global consortium that enables the achievement of business objectives through IT standards.  For over 14 years Allen has been responsible for driving The Open Group’s strategic plan and day-to-day operations, including extending its reach into new global markets, such as China, the Middle East, South Africa and India. In addition, he was instrumental in the creation of the AEA, which was formed to increase job opportunities for all of its members and elevate their market value by advancing professional excellence.

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Filed under Business Architecture, Certifications, Enterprise Architecture, Enterprise Transformation, Professional Development, TOGAF

The Open Group Certified Architect (Open CA) Program Transformed My Career

By Bala Prasad Peddigari, Tata Consultancy Services Limited

openca

Learning has been a continuous journey for me throughout my career, but certification in TOGAF® truly benchmarked my knowledge and Open CA qualified my capability as a practitioner. Open CA not only tested my skills as a practitioner, but also gave me valuable recognition and respect as an Enterprise Architect within my organization.

When I was nominated to undergo the Open CA Certification in 2010, I didn’t realize that this certification would transform my career, improve my architecture maturity and provide me with the such wide spread peer recognition.

The Open CA certification has enabled me to gain increased recognition at my organization. Furthermore, our internal leadership recognizes my abilities and has helped me to get into elite panels of jury regarding key initiatives at the organization level and at my parent company’s organization level. The Open CA certification has helped me to improve my Architecture Maturity and drive enterprise solutions.

With recognition, comes a greater responsibility – hence my attempt to create a community of architects to within my organization and expand the Enterprise Architecture culture. I started the Architects Cool Community a year ago. Today, this community has grown to roughly 350 associates who continuously share knowledge, come together to solve architecture problems, share best practices and contribute to The Open Group Working Groups to build reference architectures.

I can without a doubt state that TOGAF and Open CA have made a difference in my career transformation: they created organization-wide visibility, helped me to get both internal and external recognition as an Enterprise Architect and helped me to achieve required growth. My Open CA certification has also been well received by customers, particularly when I meet enterprise customers from Australia and the U.S. The Open CA certification exemplifies solid practitioner knowledge and large-scale end-to-end thinking. The certification also provided me with self-confidence in architecture problem solving to drive the right rationale.

I would like to thank my leadership team, who provided the platform and offered lot of support to drive the architecture initiatives. I would like to thank The Open Group’s Open CA team and the board who interviewed me to measure and certify my skills. I strongly believe you earn the certification because you are able to support your claims to satisfy the conformance requirements and achieving it proves that you have the skills and capabilities to carry out architecture work.

You can find out if you can meet the requirements of the program by completing the Open CA Self Assessment Tool.

balaBala Prasad Peddigari (Bala) is an Enterprise Architect and Business Value Consultant with Tata Consultancy Services Limited. Bala specializes in Enterprise Architecture, IT Strategies, Business Value consulting, Cloud based technology solutions and Scalable architectures. Bala has been instrumental in delivering IT Solutions for Finance, Insurance, Telecom and HiTech verticals. Bala currently heads the HiTech Innovative Solutions Technology Excellence Group with a focus on Cloud, Microsoft, Social Computing, Java and Open source technologies. He received accolades in Microsoft Tech Ed for his cloud architectural strengths and Won the Microsoft ALM Challenge. Bala published his papers in IEEE and regular speaker in Open Group conference and Microsoft events. Bala serves on the Open CA Certification Board for The Open Group.

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The Open Group Sydney – My Conference Highlights

By Mac Lemon, MD Australia at Enterprise Architects

Sydney

Well the dust has settled now with the conclusion of The Open Group ‘Enterprise Transformation’ Conference held in Sydney, Australia for the first time on April 15-20. Enterprise Architects is proud to have been recognised at the event by The Open Group as being pivotal in the success of this event. A number of our clients including NBN, Australia Post, QGC, RIO and Westpac presented excellent papers on leading edge approaches in strategy and architecture and a number of EA’s own thought leaders in Craig Martin, Christine Stephenson and Ana Kukec also delivered widely acclaimed papers.

Attendance at the conference was impressive and demonstrated that there is substantial appetite for a dedicated event focussed on the challenges of business and technology strategy and architecture. We saw many international visitors both as delegates and presenting papers and there is no question that a 2014 Open Group Forum will be the stand out event in the calendar for business and technology strategy and architecture professionals.

My top 10 take-outs from the conference include the following:

  1. The universal maturing in understanding the criticality of Business Architecture and the total convergence upon Business Capability Modelling as a cornerstone of business architecture;
  2. The improving appreciation of techniques for understanding and expressing business strategy and motivation, such as strategy maps, business model canvass and business motivation modelling;
  3. That customer experience is emerging as a common driver for many transformation initiatives;
  4. While the process for establishing the case and roadmap for transformation appears well enough understood, the process for management of the blueprint through transformation is not and generally remains a major program risk;
  5. Then next version of TOGAF® should offer material uplift in support for security architecture which otherwise remains at low levels of maturity from a framework standardisation perspective;
  6. ArchiMate® is generating real interest as a preferred enterprise architecture modelling notation – and that stronger alignment of ArchiMate® and TOGAF® meta models in then next version of TOGAF® is highly anticipated;
  7. There is industry demand for recognised certification of architects to demonstrate learning alongside experience as the mark of a good architect. There remains an unsatisfied requirement for certification that falls in the gap between TOGAF® and the Open CA certification;
  8. Australia can be proud of its position in having the second highest per capita TOGAF® certification globally behind the Netherlands;
  9. While the topic of interoperability in government revealed many battle scarred veterans convinced of the hopelessness of the cause – there remain an equal number of campaigners willing to tackle the challenge and their free and frank exchange of views was entertaining enough to justify worth the price of a conference ticket;
  10. Unashamedly – Enterprise Architects remains in a league of its own in the concentration of strategy and architecture thought leadership in Australia – if not globally.

Mac LemonMac Lemon is the Managing Director of Enterprise Architects Pty Ltd and is based in Melbourne, Australia.

This is an extract from Mac’s recent blog post on the Enterprise Architects web site which you can view here.

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Filed under ArchiMate®, Business Architecture, Certifications, Conference, Enterprise Architecture, Enterprise Transformation, Professional Development, Security Architecture, TOGAF, TOGAF®

What is Business Architecture?

By Allen Brown, President and CEO, The Open Group

I have heard and read the opinions of a number of people about what is Business Architecture, as I am sure many of us have but I wanted to understand it from the perspective of people who actually had Business Architect in their job title.  So I wrote to 183 people in Australia and New Zealand and asked them.

I chose Australia and New Zealand because of our conference in Sydney that was coming up at the time.  It is also worth mentioning that when counting the number of individuals in each country who have achieved TOGAF®9 certification, Australia is ranked 4th in the world and New Zealand is 20th.

I explained that I had thought of constructing a survey instrument but I always think that such an approach is only really suitable when you want to measure opinion on things that you know.  Since I really wanted to have an open mind, I asked everyone for their thoughts and provided a small number of open questions that showed the sort of thing I was interested in learning.

These were:

  • What is Business Architecture in the context of your organization?
  • Do you have Enterprise Architects in your organization? If so, what is it that you do that they do not? If not, how do you see Business Architecture differently from Enterprise Architecture?
  • Who do you report to? Is your line of reporting up to the CIO, the COO if you have one, or other senior level person?
  • How is Business Architecture perceived in your organization?

 It would also help me if I knew something about your organization.
  • Which industry are you in? e.g. IT, Oil, Finance, Healthcare, National or Local Government, etc.?
  • Is your organization primarily a consumer of Business Architecture or a supplier? e.g. consultant, trainer, vendor etc.
  • What type of organization do you work in? e.g. a for-profit entity, a government department, a charity, etc.
  • How big is the organization? Some idea of revenue or budget, number of employees – doesn’t have to be precise. You could just say small, medium or large.
  • How many Business Architects, Enterprise Architects or other architects are there in your organization?

And perhaps a little about yourself.
  • Your background e.g. Operations, Business Analysis, Project Management, IT, Finance etc.
  • Were you recruited for the role or did you develop into it?
  • I don’t wish to take up too much of your time but anything you can share would be very helpful. And please feel free to add anything else that you feel is relevant.

I have so far received 24 responses which is what I was hoping for but I am open to any other views people who are performing this role might have.  16 of the responses came from people employed by organizations that I think of as consumers of IT products and services (government departments, telcos, banks, accountants, energy companies, and mutuals) and 8 came from suppliers.

The responses were amazing and thank you to everyone who took the time to do so.  They included some wonderful insights into their role and into their organization, without of course divulging anything that they should not have.  But of course because I asked open questions, the responses are, at the same time both more complex and more interesting.  It’s a case of be careful of what you wish for – but I am really glad that I did.

So far I have been able to summarize the views of the consumers.  I will turn to the suppliers next.  It will be really interesting to see where the similarities and variations lay.

It is important to note that I am still in the process of seeking to understand, so I would be really pleased to hear from anyone who has such a role, to correct any misunderstandings I might have or erroneous conclusions I may have drawn.

A number of comments jumped out at me.  One example came from a Business Architect in a government department.  The reason it stood out was very simple.  Many times I am told that Business Architecture only applies to commercial business and cannot apply to governments or non-profits.  Which is strange to me, since I lead a non-profit and when I was at business school, part-time of course, a good proportion of my classmates were from the public sector.  The comment was in response to the question: who do you report to?  The answer was, “we report to the Secretary but all reporting lines are business focused”.

The first level of analysis, which should come as no surprise is that Business Architecture is a relatively new discipline for most organizations: in most cases it has been around for between 1 and 5 years.  Described by some as a growing capability, or as immature, or even as “largely missing”.  One respondent describes herself quite rightly as a pioneer.

A recurring theme was that the ability to have a company-wide or industry-wide model was critical as it provides a common terminology across the board to what the organization actually does and enables understanding of the implications of any changes.  Another was that the success or lack of it in Business Architecture really came down to the expertise of the people in the team; and another was that Business Architects acted very much, like internal consultants and often had a consulting background.

What Business Architects do is exactly that – their focus is on the “What”.  Some of the comments included:

  • Understanding strategic themes and drivers
  • Modeling value chains, value streams, configurations
  • Context modeling e.g. external interactions
  • Capabilities, including business capability, service capability (including both business and IT capabilities), capability maturity, targets and gaps
  • Calling out the interdependencies of all the business and architecture domains: strategy, governance, market, distribution, product, capability
  • Design – entities, people (organization structure, incentives), process, systems, functions, roles
  • Linking with and supporting the strategy and injecting into the investment planning cycle
  • The Business Architect provides processes, part of the input and information for the business to determine whether or not any investment will be made within their organisation

The “How” is in the domain of the Solution Architects, Application, Data and Technology Architects and the Business Analysts: business, process and data.

The crucial element is how well the Business Architects are integrated with the other architects and with the analysts.  In many cases Business Architecture was within the Enterprise Architecture function – as an aside it was pointed out by one or two respondents that they considered Enterprise Architecture as a function rather than a person – in other cases it was not.

The reporting lines for Business Architects varies from organization to organization.  Some reporting lines ultimately end up with the CIO or CTO, others to the COO and others did not.  In many cases they reported directly to a GM or Head of change management, transformation or business strategy or improvement.

In those cases where Business Architecture was not embedded within the Enterprise Architecture function the relationship was enabled via a forum or committee that brought the Business Architects together with those working on the other disciplines.   Gaining agreement on a common content framework, on business modeling standards and on governance procedures were cited as approaches that supported the collaboration.

Although in one case, Business Architecture was relegated to a sub-discipline of IT architecture to focus on the “business stuff”.  In most cases the Business Architects described a differentiated focus or role.

  • A focus on business performance, process design, organization design, strategy and planning
  • The documentation and governance of business processes, organizational elements, business requirements, regulatory requirements, business rules and risks
  • The description of what we are trying to do, what value it adds and how it can be done

The difference from the other architecture domains was often described under the general heading of technology.

  • Technical architecture and governance
  • Strategic solutioning
  • Information, application, data architecture
  • Portfolio management
  • The enterprise stack of tools
  • Innovation through new technology

Business Architecture often demands a certain amount of analysis work and in one case it was seen as glorified business analysis. I have also heard “industry experts” say that they do not understand the difference between Business Architects and Business Analysts.  But that is unfair both to the Business Architects and to the Business Analysts.  They are both important functions in their own right.  In fact it has been emphasized that you need all three disciplines: Business Analyst, Business Architect and the Solution, Information, Technology Architect.

Perhaps in smaller organizations you might get by with a Jack of all trades but the size of the organization represented by these respondents ranged from 1,500 employees to 50,000 employees and they need the benefit of the three different specializations.

While the Business Analysts are the source of the very detailed information needed, the Business Architect brings the skills needed to distil that information and discuss it with the business leaders.  The people they are talking with are the senior leaders, the strategic solutioning teams, the program directors of large change programs and others who need pragmatic, easily digestible information.  They need to understand the implications and gaps, the dependencies, the opportunities and the limitations.

As one person said, “the success gauge for Business Architecture is an organization that starts solving business problems by defining them within the organization’s context across the spectrum of change areas, minus the technology change area, and then works toward the technology, rather than starting at a technology solution that might solve the problem and playing catch-up from there.  I continue to hold to the view that investing in the Business Architecture up front saves on people, process and technology cost at the end.”

Again, I would like to thank everyone for taking the time to respond.  Everyone has a valuable story to tell and everyone is fully committed to the role and function of the Business Architect.  If I have misunderstood anything, please do not hesitate to correct me. I look forward to hearing your comments.

Allen Brown

Allen Brown is President and CEO, The Open Group – a global consortium that enables the achievement of business objectives through IT standards.  For over 14 years Allen has been responsible for driving The Open Group’s strategic plan and day-to-day operations, including extending its reach into new global markets, such as China, the Middle East, South Africa and India. In addition, he was instrumental in the creation of the AEA, which was formed to increase job opportunities for all of its members and elevate their market value by advancing professional excellence.

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Filed under Business Architecture, Certifications, Enterprise Architecture, Enterprise Transformation, Professional Development, TOGAF

The Open Group works with Microsoft to create Open Management Infrastructure

By Martin Kirk, The Open Group

Most data centers are comprised of many different types and kinds of hardware, often including a mish-mash of products made by various vendors and manufacturers in various stages of their product lifecycle. This makes data center management a bit of a nightmare for administrators because it has been difficult to centralize management on one common platform. In the past, this conundrum has forced companies to do one of two things – write their own proprietary abstraction layer to manage the different types of hardware or buy of all the same type of hardware and be subject to vendor lock-in.

Today, building cloud infrastructures has exasperated the problem of datacenter management and automation. To solve this, the notion of a datacenter abstraction layer (DAL) has evolved that will allow datacenter elements (network, storage, server, power and platform) to be managed and administered in a standard and consistent manner. Additionally, this will open up datacenter infrastructure management to any management application that chooses to support this standards-based management approach.

The Open Group has been working with a number of industry-leading companies for more than 10 years on the OpenPegasus Project, an open-source implementation of Distributed Management Task Force (DMTF) Common Information Model (CIM) as well as the DMTF Web Services for Management (WS-Management) standard. The OpenPegasus Project led the industry in implementing the DMTF CIM/WS-Management standards and has been provided as the standard solution on a very wide variety of IT platforms.  Microsoft has been a sponsor of the OpenPegasus Project for 4 years and has contributed greatly to the project.

Microsoft has also developed another implementation of the DMTF CIM/WS-Management standards and, based on their work together on the OpenPegasus Project, has brought this to The Open Group where it has become the Open Management Infrastructure (OMI) Project. Both Projects are now organized under the umbrella of the Open Management Project as a collection of open-source management projects.

OMI is a highly portable, easy to implement, high performance CIM/WS-Management Object Manager in OMI, designed specifically to implement the DMTF standards. OMI is written to be easy to implement in Linux and UNIX® systems. It will empower datacenter device vendors to compile and implement a standards-based management service into any device or platform in a clear and consistent way. The Open Group has made the source code for OMI available under an Apache 2 license.

OMI provides the following benefits (from Microsoft’s blog post on the announcement):

  • DMTF Standards Support: OMI implements its CIMOM server according to the DMTF standard.
  • Small System Support: OMI is designed to also be implemented in small systems (including embedded and mobile systems).
  • Easy Implementation: Greatly shortened path to implementing WS-Management and CIM in your devices/platforms.
  • Remote Manageability: Instant remote manageability from Windows and non-Windows clients and servers as well as other WS-Management-enabled platforms.
  • API compatibility with WMI:  Providers and management applications can be written on Linux and Windows by using the same APIs.
  • Support for CIM IDE: Tools for generating and developing CIM providers using tools, such as Visual Studio’s CIM IDE.

Making OMI available to the public as an open-source package allows companies of all sizes to more easily implement standards-based management into any device or platform. The long-term vision for the project is to provide a standard that allows any device to be managed clearly and consistently, as well as create an ecosystem of products that are based on open standards that can be more easily managed.

To read Microsoft’s blog on the announcement, please go to: http://blogs.technet.com/b/windowsserver/archive/2012/06/28/open-management-infrastructure.aspx

If you are interested in getting involved in OMI or OpenPegasus, please email omi-interest@opengroup.org.

mkMartin Kirk is a Program Director at The Open Group. Previously the head of the Operating System Technology Centre at British Telecom Research Labs, Mr. Kirk has been with The Open Group since 1990.

 

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The Center of Excellence: Relating Everything Back to Business Objectives

By Serge Thorn, Architecting the Enterprise

This is the third and final installment of a series discussing how to implement SOA through TOGAF®. In my first blog post I explained the concept of the Center of Excellence, and creating a vision for your organization, my second blog post suggested how the Center of Excellence would define a Reference Architecture for the organization.

 SOA principles should clearly relate back to the business objectives and key architecture drivers. They will be constructed on the same mode as TOGAF 9.1 principles with the use of statement, rationale and implications. Below examples of the types of services which may be created:

  • Put the computing near the data
  • Services are technology neutral
  • Services are consumable
  • Services are autonomous
  • Services share a formal contract
  • Services are loosely coupled
  • Services abstract underlying logic
  • Services are reusable
  • Services are composable
  • Services are stateless
  • Services are discoverable
  • Location Transparency

Here is a detailed principle example:

  • Service invocation
    • All service invocations between application silos will be exposed through the Enterprise Service Bus (ESB)
    • The only exception to this principle will be when the service meets all the following criteria:
      • It will be used only within the same application silo
      • There is no potential right now or in the near future for re-use of this service
      • The service has already been right-sized
      • The  Review Team has approved the exception

As previously indicated, the SOA Center of Excellence (CoE) would also have to provide guidelines on SOA processes and related technologies. This may include:

  • Service analysis (Enterprise Architecture, BPM, OO, requirements and models, UDDI Model)
  • Service design (SOAD, specification, Discovery Process, Taxonomy)
  • Service provisioning (SPML, contracts, SLA)
  • Service implementation development (BPEL, SOAIF)
  • Service assembly and integration (JBI, ESB)
  • Service testing
  • Service deployment (the software on the network)
  • Service discovery (UDDI, WSIL, registry)
  • Service publishing (SLA, security, certificates, classification, location, UDDI, etc.)
  • Service consumption (WSDL, BPEL)
  • Service execution  (WSDM)
  • Service versioning (UDDI, WSDL)
  • Service Management and monitoring
  • Service operation
  • Programming, granularity and abstraction

Other activities may be considered by the SOA CoE such as providing a collaboration platform, asset management (service are just another type of assets), compliance with standards and best practices, use of guidelines, etc. These activities could also be supported by an Enterprise Architecture team.

As described in the TOGAF® 9.1 Framework, the SOA CoE can act as the governance body for SOA implementation, work with the Enterprise Architecture team, overseeing what goes into a new architecture that the organization is creating and ensuring that the architecture will meet the current and future needs of the organization.

The Center of Excellence provides expanded opportunities for organizations to leverage and reuse service-oriented infrastructure and knowledgebase to facilitate the implementation of cost-effective and timely SOA based solutions.

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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Creating Reference Architecture: The Center of Excellence

By Serge Thorn, Architecting the Enterprise

This is the second installment of a three-part series discussing how to implement SOA through TOGAF®. In my first blog post I explained the concept of the Center of Excellence, and creating a vision for your organization.

The SOA Center of Excellence (CoE) will need to define a Reference Architecture for the organization.

A Reference Architecture for SOA is an abstract realization of an architectural model showing how an architectural solution can be built while omitting any reference to specific concrete technologies. Reference Architecture is like an abstract machine. It is built to realize some function and it, in turn, relies on a set of underlying components and capabilities that must be present for it to perform. The capabilities are normally captured into layers, which in their own right require an architectural definition. However, the specific choice of the components representing the capabilities is made after various business and feasibility analysis are performed. A Reference Architecture can be used to guide the realization of implementations where specific properties are desired of the concrete system.

The purpose of the Reference Architecture is reflected in the set of requirements that the Reference Architecture must satisfy. We can structure these requirements into a set of goals, a set of critical success factors associated with these goals and a set of requirements that are connected to the critical success factors that ensure their satisfaction.

A Reference Architecture for SOA describes how to build systems according to the principles of SOA. These principles direct IT professionals to design, implement, and deploy information systems from components (i.e. services) that implement discrete business functions. These services can be distributed across geographic and organizational boundaries, can be independently scaled and can be reconfigured into new business processes as needed. This flexibility provides a range of benefits for both IT and business organizations.

Using the pattern approach the SOA Reference Architecture is a means for generating other more specific reference architectures, or even concrete architectures depending on the nature of the patterns. Or to put it another way, it is a machine for generating other machines.

The Open Group SOA Reference Architecture (SOA RA) standard is a good way of considering how to build systems.

The SOA CoE needs also to define the SOA lifecycle management that consists of various activities such as governing, modelling, assembling, deploying and controlling/monitoring.

Simply put, without management and control, there is no SOA only an “experience”. The SOA infrastructure must be managed in accordance with the goals and policies of the organization, which include hardware and software IT resource utilization, performance standards as well as goals for service level objectives (SLOs) for the services provided to IT users as well as business goals and policies for businesses that run and use IT. To be truly agile, enactment of all these different types of policies requires automated control that allows goals to be met with only the prescribed level of human interaction.

For every layer of the SOA infrastructure a corresponding Manage and Control component needs to exist / be in place. Moreover, the “manage and control” components must be integrated in a way that they can provide an end-to-end view of the entire SOA infrastructure.

These manage and control functions provide the run-time management and control of the entire enterprise IT execution environment.  This includes all of the enterprise’s business processes and information services, including those associated with the IT organization’s own business processes.

The “Principle of Service orientation” must exist as defined in the TOGAF® 9.1 Framework in section 22.7.1.1 Principle of Service-Orientation, but lower levels of principles, rules, and guidelines are required.

Needs and capabilities are not mechanisms in the SOA Reference Architecture. They are the guiding principles for building and using a particular SOA. Nonetheless, the usefulness of a particular SOA depends on how well the needs and capabilities are defined, understood, and satisfied.

Architecture principles define the underlying general rules and guidelines for the use and deployment of all IT resources and assets across the enterprise. They reflect a level of consensus among the various elements of the enterprise, and form the basis for making future IT decisions.

Guiding principles define the ground rules for development, maintenance, and usage of the SOA. Specific principles for architecture design or service definition are derived from these guiding principles, focusing on specific themes. These principles are the characteristics that provide the intrinsic behaviour for the style of design.

In the third and final installment of this series I will discuss how to relate SOA principles back to business objectives and key architecture drivers.

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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Implementing SOA through TOGAF 9.1: The Center Of Excellence

By Serge Thorn, Architecting the Enterprise

This is the first installment of a three-part series discussing how to be successful in implementing an SOA initiative through TOGAF® 9.1.

Service-oriented architecture (SOA) has at times been challenged, but it is now on the verge of mainstream acceptance. It now shows maturity, success and even signs of popularity. SOA is an enterprise-scale architecture for linking resources as needed. These resources are represented as business-aligned services, which can participate and be composed in a set of choreographed processes to fulfil business needs.

In 2012, the use of SOA for pivotal emerging technologies, especially for mobile applications and cloud computing, suggests that the future prospect for SOA is favourable. SOA and cloud will begin to fade as differentiating terms because it will just be “the way we do things”. We are now at the point where everything we deploy is done in a service-oriented way, and cloud is being simply accepted as the delivery platform for applications and services. Many Enterprise Architects are also wondering if the mobile business model will drive SOA technologies in a new direction. Meanwhile, a close look at mobile application integration today tells us that pressing mobile trends will prompt IT and business leaders to ensure mobile-friendly infrastructure.

To be successful in implementing a SOA initiative, it is highly recommended that a company create a SOA Center of Excellence (CoE) and The Open Group clearly explains how this can be achieved through the use of TOGAF® 9.1. This article is based on the TOGAF® 9.1 Framework specification and specifically the sections 22.7.1.3 Partitions and Centers of Excellence with some additional thoughts on sections 22.7.1.1 Principle of Service-Orientation and 22.7.1.2 Governance and Support Strategy.

I have looked at the various attributes and provided further explanations or referred to previous experiences based on existing CoEs or sometimes called Integration Competency Centers.

The figure below illustrates a SOA CoE as part of the Enterprise Architecture team with domain and solution architects as well as developers, Quality Assurances (QAs) and Business Architects and Analysts coming from a delivery organization.

Part 1 Image

Establishing a SOA Center of Excellence

The SOA CoE supports methodologies, standards, governance processes and manages a service registry. The main goal of this core group is to establish best practices at design time to maximize reusability of services.

According to the TOGAF 9.1 Framework specification, a successful CoE will have several key attributes, including “a clear definition of the CoE’s mission: why it exists, its scope of responsibility, and what the organization and the architecture practice should expect from the CoE.”

Define a Vision

A SOA CoE must have a purpose. What do we want to achieve? What are the problems we need to solve?

It may sound obvious, but having a blueprint for SOA is critical. It is very easy for companies, especially large enterprises with disparate operations, to buy new technologies or integrate applications without regard to how they fit into the overall plan. The challenge in building a SOA is to keep people, including IT and business-side staff focused on the Enterprise Architecture goals.

In order to realize the vision of SOA the following topics should be addressed:

  • What to Build: A Reference Architecture
  • How to Build: Service-Oriented Modeling Method
  • Whether to build: Assessments, Roadmaps, and Maturity Evaluations
  • Guidance on Building: Architectural and Design Patterns
  • Oversight: Governance
  • How to Build: Standards and Tools

The SOA CoE would first have a vision which could be something like:

ABCCompany will effectively utilize SOA in order to achieve organizational flexibility and improve responsiveness to our customers.”

Then a mission statement should be communicated across the organization. Below are a few examples of mission statements:

“To enable dynamic linkage among application capabilities in a manner that facilitates business effectiveness, maintainability, customer satisfaction, rapid deployment, reuse, performance and successful implementation.”

“The mission of the CoE for SOA at ABCCompany is to promote, adopt, support the development and usage of ABCCompany standards, best practices, technologies and knowledge in the field of SOA and have a key role in the business transformation of ABCCompany. The CoE will collaborate with the business to create an agile organization, which in turn will facilitate ABCCompany to accelerate the creation of new products and services for the markets, better serve its customers, and better collaborate with partners and vendors.”

Define a Structure

The SOA CoE also needs to define a structure and the various interactions with the enterprise architecture team, the project management office, the business process/planning and strategy group, the product management group, etc.

The SOA CoE also needs to create a steering committee or board (which could be associated to an architecture board) to provide different types of support:

  • Architecture decision support
    • Maintain standards, templates and policies surrounding Integration and SOA
    • Participate in Integration and SOA design decisions
  • Operational support
    • Responsible for building and maintaining SOA Infrastructure
    • Purchasing registries and products to grow infrastructure
  • Development support
    • Development of administrative packages and services
    • Develop enterprise services based on strategic direction

Define Measurements

According to the TOGAF® 9.1 Framework Specification, “Clear goals for the CoE including measurements and Key Performance Indicators (KPIs). It is important to ensure that the measures and KPIs of the CoE do not drive inappropriate selection of SOA as the architecture style.”

Measurements and metrics will have to be identified. The common ones could be:

  • Service revenue
  • Service vitality
  • Ratio between services used and those created
  • Mean Time To Service Development or Service change
  • Service availability
  • Service reuse
  • Quality assurance

Define Testing Activities

As stated in the TOGAF® 9.1 Framework specification, “The CoE will provide the “litmus test” of a good service.”

Clearly comprehensive testing activities must be described by the SOA CoE. In addition to a set of defined processes related to Web Service Definition Language (WSDL) testing, functional unit testing, regression testing, security testing, interoperability testing, vulnerability testing and load, performance testing, an analysis tool suite may be used to tailor the unique testing and validation needs of Service Oriented Architectures.

This helps test the message layer functionality of their services by automating their testing and supports numerous transport protocols. A few examples include: HTTP 1.0, HTTP/1.1, JMS, MQ, RMI, SMTP, .NET WCF HTTP, .NET WCF TCP, Electronic Data Interchange, ESBs, etc.

Only by adopting a comprehensive testing stance can enterprises ensure that their SOA is robust, scalable, interoperable and secure.

  •  The CoE will disseminate the skills, experience, and capabilities of the SOA center to the rest of the architecture practice.

The Center of Excellence will promote best practices, methodologies, knowledge and pragmatic leading-edge solutions in the area of SOA to the project teams.

  •  Identify how members of the CoE, and other architecture practitioners, will be rewarded for success.

This may sounds like a good idea but I have never seen this as an applied practice.

Define a Skill Set

According to the TOGAF® 9.1 Framework specification, “Recognition that, at the start, it is unlikely the organization will have the necessary skills to create a fully functional CoE. The necessary skills and experience must be carefully identified, and where they are not present, acquired. A fundamental skill for leading practitioners within the CoE is the ability to mentor other practitioners transferring knowledge, skills, and experience.”

Competency and skills building is needed for any initiative. SOA is not just about integrating technologies and applications – it is a culture change within the enterprise, which requires IT to move from being a technology provider to a business enabler. There may be a wide range of skills required such as:

  • Enterprise Architecture
  • Value of SOA
  • Governance model for SOA
  • Business Process Management and SOA
  • Design of SOA solutions
  • Modeling
  • Technologies and standards
  • Security
  • Business communication

It has to be said that lack of SOA skills is the number one inhibitor to SOA adoption.

  • Close-out plan for when the CoE has fulfilled its purpose.

Here again, I am not sure that I have observed any SOA CoE being closed…

In the second installment of this three-part series I will discuss how the Center of Excellence defines a Reference Architecture for the organization.

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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How the Operating System Got Graphical

By Dave Lounsbury, The Open Group

The Open Group is a strong believer in open standards and our members strive to help businesses achieve objectives through open standards. In 1995, under the auspices of The Open Group, the Common Desktop Environment (CDE) was developed and licensed for use by HP, IBM, Novell and Sunsoft to make open systems desktop computers as easy to use as PCs.

CDE is a single, standard graphical user interface for managing data, files, and applications on an operating system. Both application developers and users embraced the technology and approach because it provided a simple and common approach to accessing data and applications on network. With a click of a mouse, users could easily navigate through the operating system – similar to how we work on PCs and Macs today.

It was the first successful attempt to standardize on a desktop GUI on multiple, competing platforms. In many ways, CDE is responsible for the look, feel, and functionality of many of the popular operating systems used today, and brings distributed computing capabilities to the end user’s desktop.

The Open Group is now passing the torch to a new CDE community, led by CDE suppliers and users such as Peter Howkins and Jon Trulson.

“I am grateful that The Open Group decided to open source the CDE codebase,” said Jon Trulson. “This technology still has its fans and is very fast and lightweight compared to the prevailing UNIX desktop environments commonly in use today. I look forward to seeing it grow.”

The CDE group is also releasing OpenMotif, which is the industry standard graphical interface that standardizes application presentation on open source operating systems such as Linux. OpenMotif is also the base graphical user interface toolkit for the CDE.

The Open Group thanks these founders of the new CDE community for their dedication and contribution to carrying this technology forward. We are delighted this community is moving forward with this project and look forward to the continued growth in adoption of this important technology.

For those of you who are interested in learning more about the CDE project and would like to get involved, please see http://sourceforge.net/projects/cdesktopenv.

Dave LounsburyDave Lounsbury is The Open Group‘s Chief Technology Officer, previously VP of Collaboration Services.  Dave holds three U.S. patents and is based in the U.S.

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Apple Registers Mac OS X 10.8 Mountain Lion to the UNIX® 03 Standard

By Andrew Josey, The Open Group

Today, Apple, Inc. released the latest version of the Mac OS X, version 10.8, also known as “Mountain Lion.” In addition to the product’s release, we are pleased to announce that Mac OS X Mountain Lion has achieved certification to The Open Group UNIX® 03 standard, which is the mark for systems conforming to the Single UNIX Specification, Version 3.

The Single UNIX Specification is an open specification that defines the set of required interfaces for a conformant UNIX system. Support for the Single UNIX Specification permits wide portability of applications between compliant and compatible operating systems. High reliability, availability and scalability are all attributes associated with certified UNIX® systems. By registering operating systems as compliant with the Single UNIX Specification, UNIX system suppliers assure their users of the stability, application portability and interoperability of their products.

Over the years, Apple has been a great supporter of the UNIX standard, and today, Mac OS X is the most widely used UNIX desktop operating system. Apple’s installed base—over 50 million users— and commitment to the UNIX standard as a platform is significant to the UNIX certification program. We look forward to continuing to work with Apple and our other UNIX partners in promoting open and interoperable operating systems as the specification continues to evolve.

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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Cybersecurity Threats Key Theme at Washington, D.C. Conference – July 16-20, 2012

By The Open Group Conference Team

Identify risks and eliminating vulnerabilities that could undermine integrity and supply chain security is a significant global challenge and a top priority for governments, vendors, component suppliers, integrators and commercial enterprises around the world.

The Open Group Conference in Washington, D.C. will bring together leading minds in technology and government policy to discuss issues around cybersecurity and how enterprises can establish and maintain the necessary levels of integrity in a global supply chain. In addition to tutorial sessions on TOGAF and ArchiMate, the conference offers approximately 60 sessions on a varied of topics, including:

  • Cybersecurity threats and key approaches to defending critical assets and securing the global supply chain
  • Information security and Cloud security for global, open network environments within and across enterprises
  • Enterprise transformation, including Enterprise Architecture, TOGAF and SOA
  • Cloud Computing for business, collaborative Cloud frameworks and Cloud architectures
  • Transforming DoD avionics software through the use of open standards

Keynote sessions and speakers include:

  • America the Vulnerable: Inside the New Threat Matrix of Digital Espionage, Crime and Warfare – Keynote Speaker: Joel Brenner, author and attorney at Cooley LLP
  • Meeting the Challenge of Cybersecurity Threats through Industry-Government Partnerships – Keynote Speaker: Kristin Baldwin, principal deputy, deputy assistant secretary of defense for Systems Engineering
  • Implementation of the Federal Information Security Management Act (FISMA) – Keynote Speaker: Dr. Ron Ross, project leader at NIST (TBC)
  • Supply Chain: Mitigating Tainted and Counterfeit Products – Keynote Panel: Andras Szakal, VP and CTO at IBM Federal; Daniel Reddy, consulting product manager in the Product Security Office at EMC Corporation; John Boyens, senior advisor in the Computer Security Division at NIST; Edna Conway, chief security strategist of supply chain at Cisco; and Hart Rossman, VP and CTO of Cyber Security Services at SAIC
  • The New Role of Open Standards – Keynote Speaker: Allen Brown, CEO of The Open Group
  • Case Study: Ontario Healthcare – Keynote Speaker: Jason Uppal, chief enterprise architect at QRS
  • Future Airborne Capability Environment (FACE): Transforming the DoD Avionics Software Industry Through the Use of Open Standards – Keynote Speaker: Judy Cerenzia, program director at The Open Group; Kirk Avery of Lockheed Martin; and Robert Sweeney of Naval Air Systems Command (NAVAIR)

The full program can be found here: http://www3.opengroup.org/events/timetable/967

For more information on the conference tracks or to register, please visit our conference registration page. Please stay tuned throughout the next month as we continue to release blog posts and information leading up to The Open Group Conference in Washington, D.C. and be sure to follow the conference hashtag on Twitter – #ogDCA!

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Filed under ArchiMate®, Cloud, Cloud/SOA, Conference, Cybersecurity, Enterprise Architecture, Information security, OTTF, Standards, Supply chain risk

UNIX® is Still as Relevant as Ever

By Andrew Josey, The Open Group

Despite being as old as man landing on the moon, the UNIX® operating system is still as relevant today as it was in 1969. UNIX is older than the PC, microprocessor and video display at 43. In fact, few software technologies since have since proved more durable or adaptable than the UNIX operating system. The operating system’s durability lies its stability – this is why the UNIX programming standard is crucially important. Since 1995, any operating system wishing to use the UNIX trademark has to conform to the Single UNIX Specification, a standard of The Open Group. In this blog we identify some of the reasons why this standard is still relevant today.

One of the key reasons is that the UNIX standard programming interfaces are an integral and scalable foundation for today’s infrastructure from embedded systems, mobile devices, internet routers, servers and workstations, all the way up to distributed supercomputers. The standard provides portability across related operating systems such as Linux and the BSD systems and many parts of the standard are present in embedded and server systems from HP, Oracle, IBM, Fujitsu, Silicon Graphics and SCO Group as well as desktop systems from Apple.

The Single UNIX Specification provides a level of openness which those without the standard cannot, ensuring compatibility across all these platforms. Because the standard establishes a baseline of core functionality above which suppliers can innovate, applications written to the standard can be easily moved across a wide range of platforms. It enables suppliers to focus on offering added value and guarantee the underlying durability of their products with the core interfaces standardised. UNIX interfaces have found use on more machines than any other operating system of its kind, demonstrating why having a single, maintained standard is incredibly important. The UNIX standard enables customers to buy with increased confidence, backed with certification.

The Open Group works closely with the community to further the development of standards conformant systems by evolving and maintaining the value of the UNIX standard. This includes making the standard freely available on the web, permitting reuse of the standard documentation in open source projects, providing test tools, and developing the POSIX and UNIX certification programmes.

The open source movement has brought new vitality to UNIX and its user community is larger than ever including commercial vendors, operating system developers and an entirely new generation of programmers. Forty years after it was first created, UNIX is still here, long after Buzz Aldrin and Neil Armstrong hung up their moon boots. With the right standards in place to protect it, there’s no reason why it shouldn’t continue to grow in the future.

 UNIX is a registered trademark of The Open Group.

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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The Right Way to Transform to the World of Cloud Computing

By E.G. Nadhan, HP Enterprise Services

There are myriad options available for moving to cloud computing today involving the synthetic realization and integration of different components that enable the overall solution. It is important that the foundational components across the compute, network, storage and facility domains are realized and integrated the right way for enterprises to realize the perceived benefits of moving to the cloud. To that end, this post outlines the key factors to be addressed when embarking on this transformation journey to the cloud:

  • Right Cloud. There are multiple forces at play when the CIOs of today consider moving to the cloud, further complicated by the availability of various deployment models — private, public, hybrid, etc. It is important that enterprises deploy solutions to the right mix of cloud environments. It is not a one-environment-fits-all scenario. Enterprises need to define the criteria that enable the effective determination of the optimal mix of environments that best addresses their scenarios.
  • Right Architecture. While doing so, it is important that there is a common reference architecture across various cloud deployment models that is accommodative of the traditional environments. This needs to be defined factoring in the overall IT strategy for the enterprise in alignment with the business objectives. A common reference architecture addresses the over-arching concepts across the various environments while accommodating nuances specific to each one.
  • Right Services. I discussed in one of my earlier posts that the foundational principles of cloud have evolved from SOA. Thus, it is vital that enterprises have a well-defined SOA strategy in place that includes the identification of services used across the various architectural layers within the enterprise, as well as the services to be availed from external providers.
  • Right Governance. While governance is essential within the enterprise, it needs to be extended to the extra-enterprise that includes the ecosystem of service providers in the cloud. This is especially true if the landscape comprises a healthy mix of various types of cloud environments. Proper governance ensures that the right solutions are deployed to the right environments while addressing key areas of concern like security, data privacy, compliance regulations, etc.
  • Right Standard. Conformance to industry standards is always a prudent approach for any solution — especially for the cloud. The Open Group recently published the first Cloud Computing Technical Standard — Service Oriented Cloud Computing Infrastructure which bears strong consideration in addition to other standards from NIST and other standards bodies.

These factors come together to define the “Right” way of transforming to the cloud. In addition, there are other factors that are unique to the transformation of applications as I outline in the Cloud Computing Transformation Bill of RIghts.

In addition to the publication of the SOCCI standard, the Cloud Work Group within The Open Group is addressing several aspects in this space including the Reference Architecture, Governance and Security.

How is your Transformation to the cloud going? Are there other factors that come to your mind? Please let me know.

HP Distinguished Technologist, E.G.Nadhan has over 25 years of experience in the IT industry across the complete spectrum of selling, delivering and managing enterprise level solutions for HP customers. He is the founding co-chair for The Open Group SOCCI project and is also the founding co-chair for the Open Group Cloud Computing Governance project. Twitter handle @NadhanAtHP.

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OTTF – Providing a Level of “Surety”

By Joshua Brickman, CA Technologies

A couple of weeks ago while the Supreme Court heard testimony about the constitutionality of “Obamacare,” I was glued to my computer watching the House of Representatives Sub-Committee on Energy and Commerce hear a very different but no less important type of testimony. The topic was supply chain integrity and security.    Two panels appeared before the committee – one containing U.S. government agencies; and the other focused on industry’s response to the issue. Representing industry was Dave Lounsbury from The Open Group.  While it seemed to me that the focus of the committee was the lack of preparedness some agencies had for supply chain attacks, Lounsbury admirably represented how industry is responding to the burgeoning topic with a public/private partnership and a consensus-driven process.

The process he referred to is the Open Trusted Technology Provider Standard (O-TTPS) for which the Open Trusted Technology Forum (OTTF) published a snapshot of this past February. In full disclosure, I represent a founding member of OTTF. You might say I have a vested interest in the O-TTPS becoming the de-facto standard for supply chain integrity and security, and you would be right. But that’s not just because I worked on the creation of this document. It’s because, as Lounsbury emphasized to the House, I believe the right way to ensure the integrity and security for the supply chains of acquirers or purchasers of technology is to build a consensus driven standard that focuses on the best practices needed to ensure the integrity of the product being produced.  This would allow acquirers to buy products with confidence. With this “snapshot” release, we’ve focused on the two most prevalent threats

  1. Tainted product – the product is produced by the provider and is acquired through reputable channels but has been tampered with maliciously.
  2. Counterfeit product – the product is produced other than by, or for, the provider, or is supplied by other than a reputable channel, and is presented as being legitimate.[1]

For the first time, industry has come together and put together a comprehensive set of best practices that, when followed, can help to protect the supply chain for Information and Communication Technology (ICT) products  starting with sourcing, through manufacturing, and ending with delivery to the customer.

But the work is not done. Now that we have a snapshot, the team is working hard to define conformance criteria as well as an accreditation program. The next quarterly meeting at the upcoming Open Group Cannes conference will have some great opportunities for people to hear more about OTTF.

  • Andras Szakal, Chief Technology Officer, IBM U.S. Federal, will present as a part of the Open Trusted Technology Track a talk entitled, “The Global Supply Chain: Presentation and Discussion on The Open Group Trusted Technology Forum and the Challenges of Protecting Products Against Counterfeit and Tampering”
  • Sally Long, Director, The Open Group Trusted Technology Forum, U.S., will follow with “The Global Supply Chain: Presentation and Discussion on The Open Group Trusted Identifying Trusted Technology Providers – What are the Conformance Criteria that Technology Providers and their Component Suppliers need to Meet to be Considered Trusted Technology Providers?”

When Rep. Terry from Nebraska asked Lounsbury if additional definition (regulations) was needed for ensuring the integrity of the supply chain, Lounsbury answered perfectly when he said: “Ultimately the use of COTs implies that an agency purchases from a commercial marketplace. The question is what are the standards that your supplier uses to demonstrate that they can be trusted? Part of that would be the processes they have for themselves throughout their product development and fulfillment lifecycle but also are they imposing those standards on their suppliers as well.”

Rep. Terry followed up:  “Do you think that is sufficient? How do they have a level of surety that somethings not being compromised way down the assembly line?”

Lounsbury:  “In the commercial world typically we look to some sort of a conformance program in which a supplier would submit evidence either through a third party lab and certainly to an independent certification authority to make sure in fact that they have some evidence of those best practices before they are recognized as a trusted partner.”

It’s clear that government is concerned about this issue. The OTTF is building a standard that customers can point to and ask suppliers about. When the OTTF finishes its conformance criteria, rolls out the accreditation program and vendors become accredited, that will help provide a level of “surety” that Rep. Terry and others on the committee want.

Joshua Brickman, project management professional, runs CA Technologies Federal Certifications Program. He has led CA through the successful evaluation of sixteen products through the Common Criteria over the last five years (in both the U.S. and Canada). Brickman has given talks at the last four International Common Criteria Conferences. Most recently, he has been a Steering Committee member on the Open Group consortium focused on Supply Chain Integrity and Security, The Trusted Technology Forum. He also runs CA Technologies Accessibility Program. 

[1] Open Trusted Technology Provider Standard (O-TTPS), Catalog number S121, Feb 2012, p1-2

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Top 5 Tell-tale Signs of SOA Evolving to the Cloud

By E.G. Nadhan, HP Enterprise Services

Rewind two decades and visualize what a forward-thinking prediction would have looked like then —  IT is headed towards a technology agnostic, service-based applications and infrastructure environment, consumed when needed, with usage-based chargeback models in place for elastic resources. A forward thinking tweet would have simply said – IT is headed for the Cloud. These concepts have steadily evolved within applications first with virtualization expediting their evolution within infrastructure across enterprises. Thus, IT has followed an evolutionary pattern over the years forcing enterprises to continuously revisit their overall strategy.

What started as SOA has evolved into the Cloud.  Here are five tell-tale signs:

  • As-a-service model:  Application interfaces being exposed as services in a standardized fashion were the technical foundation to SOA. This concept was slowly but steadily extended to the infrastructure environment leading to IaaS and eventually, [pick a letter of your choice]aaS. Infrastructure components, provisioned as services, had to be taken into account as part of the overall SOA strategy. Given the vital role of IaaS within the Cloud, a holistic SOA enterprise-wide SOA strategy is essential for successful Cloud deployment.
  • Location transparency: Prior to service orientation, applications had to be aware of the logistics of information sources. Service orientation introduced location transparency so that the specifics of the physical location where the services were executed did not matter as much. Extending this paradigm, Cloud leverages the available resources as and when needed for execution of the services provided.
  • Virtualization: Service orientation acted as a catalyst for virtualization of application interfaces wherein the standardization of the interfaces was given more importance than the actual execution of the services. Virtualization was extended to infrastructure components facilitating their rapid provisioning as long as it met the experience expectations of the consumers.
  • Hardware: IaaS provisioning based on virtualization along with the partitioning of existing physical hardware into logically consumable segments resulted in hardware being shared across multiple applications. Cloud extends this notion into a pool of hardware resources being shared across multiple applications.
  • Chargeback: SOA was initially focused on service implementation after which the focus shifted to SOA Governance and SOA Management including the tracking of metrics and chargeback mechanism. Cloud is following a similar model, which is why the challenges of metering and chargeback mechanisms that IT is dealing with in the Cloud are fundamentally similar to monitoring service consumption across the enterprise.

These are my tell-tale signs. I would be very interested to know about practical instances of similar signs on your end.

Figure 1: The Open Group Service Oriented Cloud Computing Infrastructure Technical Standard

It is no surprise that the very first Cloud technical standard published by The Open Group — Service Oriented Cloud Computing Infrastructure – initially started as the Service Oriented Infrastructure (SOI) project within The Open Group SOA Work Group. As its co-chair, I had requested extending SOI into the Open Group Cloud Work Group when it was formed making it a joint project across both work groups. Today, you will see how the SOCCI technical standard calls out the evolution of SOI into SOCCI for the Cloud.

To find out more about the new SOCCI technical standard, please check out: http://www3.opengroup.org/news/press/open-group-publishes-new-standards-soa-and-cloud

 This blog post was originally posted on HP’s Technical Support Services Blog.

HP Distinguished Technologist, E.G.Nadhan has over 25 years of experience in the IT industry across the complete spectrum of selling, delivering and managing enterprise level solutions for HP customers. He is the founding co-chair for The Open Group SOCCI project and is also the founding co-chair for the Open Group Cloud Computing Governance project. Twitter handle @NadhanAtHP.

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San Francisco Conference Observations: Enterprise Transformation, Enterprise Architecture, SOA and a Splash of Cloud Computing

By Chris Harding, The Open Group 

This week I have been at The Open Group conference in San Francisco. The theme was Enterprise Transformation which, in simple terms means changing how your business works to take advantage of the latest developments in IT.

Evidence of these developments is all around. I took a break and went for coffee and a sandwich, to a little cafe down on Pine and Leavenworth that seemed to be run by and for the Millennium generation. True to type, my server pulled out a cellphone with a device attached through which I swiped my credit card; an app read my screen-scrawled signature and the transaction was complete.

Then dinner. We spoke to the hotel concierge, she tapped a few keys on her terminal and, hey presto, we had a window table at a restaurant on Fisherman’s Wharf. No lengthy phone negotiations with the Maitre d’. We were just connected with the resource that we needed, quickly and efficiently.

The power of ubiquitous technology to transform the enterprise was the theme of the inspirational plenary presentation given by Andy Mulholland, Global CTO at Capgemini. Mobility, the Cloud, and big data are the three powerful technical forces that must be harnessed by the architect to move the business to smarter operation and new markets.

Jeanne Ross of the MIT Sloan School of Management shared her recipe for architecting business success, with examples drawn from several major companies. Indomitable and inimitable, she always challenges her audience to think through the issues. This time we responded with, “Don’t small companies need architecture too?” Of course they do, was the answer, but the architecture of a big corporation is very different from that of a corner cafe.

Corporations don’t come much bigger than Nissan. Celso Guiotoko, Corporate VP and CIO at the Nissan Motor Company, told us how Nissan are using enterprise architecture for business transformation. Highlights included the concept of information capitalization, the rationalization of the application portfolio through SOA and reusable services, and the delivery of technology resource through a private cloud platform.

The set of stimulating plenary presentations on the first day of the conference was completed by Lauren States, VP and CTO Cloud Computing and Growth Initiatives at IBM. Everyone now expects business results from technical change, and there is huge pressure on the people involved to deliver results that meet these expectations. IT enablement is one part of the answer, but it must be matched by business process excellence and values-based culture for real productivity and growth.

My role in The Open Group is to support our work on Cloud Computing and SOA, and these activities took all my attention after the initial plenary. If you had, thought five years ago, that no technical trend could possibly generate more interest and excitement than SOA, Cloud Computing would now be proving you wrong.

But interest in SOA continues, and we had a SOA stream including presentations of forward thinking on how to use SOA to deliver agility, and on SOA governance, as well as presentations describing and explaining the use of key Open Group SOA standards and guides: the Service Integration Maturity Model (OSIMM), the SOA Reference Architecture, and the Guide to using TOGAF for SOA.

We then moved into the Cloud, with a presentation by Mike Walker of Microsoft on why Enterprise Architecture must lead Cloud strategy and planning. The “why” was followed by the “how”: Zapthink’s Jason Bloomberg described Representational State Transfer (REST), which many now see as a key foundational principle for Cloud architecture. But perhaps it is not the only principle; a later presentation suggested a three-tier approach with the client tier, including mobile devices, accessing RESTful information resources through a middle tier of agents that compose resources and carry out transactions (ACT).

In the evening we had a CloudCamp, hosted by The Open Group and conducted as a separate event by the CloudCamp organization. The original CloudCamp concept was of an “unconference” where early adopters of Cloud Computing technologies exchange ideas. Its founder, Dave Nielsen, is now planning to set up a demo center where those adopters can experiment with setting up private clouds. This transition from idea to experiment reflects the changing status of mainstream cloud adoption.

The public conference streams were followed by a meeting of the Open Group Cloud Computing Work Group. This is currently pursuing nine separate projects to develop standards and guidance for architects using cloud computing. The meeting in San Francisco focused on one of these – the Cloud Computing Reference Architecture. It compared submissions from five companies, also taking into account ongoing work at the U.S. National Institute of Standards and Technology (NIST), with the aim of creating a base from which to create an Open Group reference architecture for Cloud Computing. This gave a productive finish to a busy week of information gathering and discussion.

Ralph Hitz of Visana, a health insurance company based in Switzerland, made an interesting comment on our reference architecture discussion. He remarked that we were not seeking to change or evolve the NIST service and deployment models. This may seem boring, but it is true, and it is right. Cloud Computing is now where the automobile was in 1920. We are pretty much agreed that it will have four wheels and be powered by gasoline. The business and economic impact is yet to come.

So now I’m on my way to the airport for the flight home. I checked in online, and my boarding pass is on my cellphone. Big companies, as well as small ones, now routinely use mobile technology, and my airline has a frequent-flyer app. It’s just a shame that they can’t manage a decent cup of coffee.

Dr. 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. Before joining The Open Group, he was a consultant, and a designer and development manager of communications software. With a PhD in mathematical logic, he welcomes the current upsurge of interest in semantic technology, and the opportunity to apply logical theory to practical use. He has presented at Open Group and other conferences on a range of topics, and contributes articles to on-line journals. He is a member of the BCS, the IEEE, and the AOGEA, and is a certified TOGAF practitioner.

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Filed under Cloud, Cloud/SOA, Conference, Enterprise Architecture, Enterprise Transformation, Service Oriented Architecture, Standards