Tag Archives: standards

Using the ArchiMate® Language to Model TOGAF® Architectures

By William Estrem, President, Metaplexity Associates LLC, Serge Thorn, Associate, Metaplexity Associates LLC, and Sonia Gonzalez, Architecture and ArchiMate® Forums Director, The Open Group

If you are using the TOGAF® standard in your organization to guide the process of developing Enterprise Architectures, you could consider using the ArchiMate® language. ArchiMate, an Open Group standard, is a modeling language that is designed from the ground up to support modeling Enterprise Architectures and that can be very successfully applied for developing architecture descriptions that are well aligned with your organization’s strategy

The TOGAF standard is a framework for creating an Enterprise Architecture capability in your organization. The TOGAF Architecture Development Method (ADM) is a central feature of the TOGAF standard. The ADM cycle describes an incremental and iterative method for designing Business, Data, Applications, and Technology architectures. It progresses from high-level concept diagrams, to detailed domain architectures, all the way to the development of solution architectures, architecture roadmaps and implementation plans.

The ArchiMate® language is an Open Group standard that provides an Enterprise Architecture modeling language. The Archimate® language views the model as a set of layers (Business, Application, and Technology) as well as some specialized extensions (Motivation, and Implementation and Migration).

The Open Group Architecture and ArchiMate Forums have established a joint project known as Project Harmony that is focused on improving how the TOGAF and ArchiMate standards can be used together to create effective architecture descriptions.

Project Harmony has now published its first deliverables, a series of white papers that deliver guidance on the combined use of the TOGAF® Enterprise Architecture (EA) framework and the ArchiMate® EA modeling language. A Practitioner’s Guide summarizes the key findings of three in-depth white papers, which analyze the standards in terms of terminology, viewpoints, and metamodels, and provide recommendations on how they can be best used together.

The full series is entitled TOGAF® Framework and ArchiMate® Modeling Language Harmonization. The four white papers are:

  • A Practitioner’s Guide to Using the TOGAF® Framework and the ArchiMate® Language (W14C)
  • Content Metamodel Harmonization: Entitles and Relationships (W14D)
  • Glossaries Comparison (W14A)
  • Viewpoints Mapping (W14B)

All four can be downloaded from here (select the ZIP file link).

The Open Group has recently hosted a webinar highlighting how you can use TOGAF and ArchiMate together more effectively, to view the webinar visit: https://www2.opengroup.org/ogsys/catalog/D120

By William Estrem, Serge Thorn and Sonia GonzalezWilliam Estrem, President of Metaplexity Associates LLC, is currently serving as the chairman of Project Harmony. He has been involved with the development of the TOGAF standard since 1994. He is a former chairman of the Architecture Forum and served a two year term on the Open Group Board of Governors. Metaplexity Associates is a Gold Level member of The Open Group. It is a U.S. based education and consulting firm that offers services related to Enterprise Architecture. Metaplexity Associates offers accredited TOGAF courses.


By William Estrem, Serge Thorn and Sonia GonzalezSerge Thorn was CIO of Architecting the Enterprise, now an Associate of Metaplexity Associates LLC. He has worked in the IT Industry and Consultancy (Banking-Finance, Biotechnology-Pharma/Chemical, Telcos), for over 30 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, Project and Portfolio Management, Enterprise Architecture and Service Management (ITIL), Products Development, Coaching-Mentoring. For 10 years, he has been Chairman of the itSMF (IT Service Management Forum) Swiss chapter, involved with The Open Group Architecture and ArchiMate Forums.


By William Estrem, Serge Thorn and Sonia GonzalezSonia Gonzalez is The Open Group Forum Director for the Architecture and ArchiMate® Forums. Sonia has been also a trainer and consultant in the areas of business innovation, business process modeling, and Enterprise Architecture applying TOGAF® and ArchiMate. In this position, she is involved in the development and evolution of current and future EA standards. She is TOGAF® 9 Certified and ArchiMate® 2 Certified, and has been a trainer for an accredited training course provider and developed workshops and EA consultancy projects using the TOGAF standard as a reference framework and the ArchiMate standard as a modeling language.



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“Lean” Enterprise Architecture powered by TOGAF® 9.1

By Krish Ayyar, Managing Principal, Martin-McDougall Technologies

Enterprise Architecture is there to solve Enterprise level problems. A typical problem scenario could be something like “A large Mining and Resources company uses many sensors to collect and feed engineering data back to the central control room for monitoring their assets. These sensors are from multiple vendors and they use proprietary networking technologies and also data formats. There are interoperability issues. The company would like to improve the manageability and availability of these systems by exploring solutions around the emerging Internet Of Things (IoT) technology”.

There are many ways to solve Enterprise level problems. A typical approach might be to purchase a packaged software or develop bespoke solutions and sponsor an IT project to implement it.

So, what is special about Enterprise Architecture? EA is the only approach that puts you in the driver seat when it comes to orderly evolution of your enterprise’s business and information systems landscape.

How do we go about doing this?

The best way is to develop Enterprise Architecture in a short engagement cycle of say 4 to 6 weeks through the use of TOGAF® 9.1 method. If you think about it, the TOGAF® ADM basically covers 4 “Meta” phases. They are namely: Preparing and Setting the Architecture Vision, Blueprinting the Target State, Solutioning & Road Mapping, Governance and Change Management. The key to a short engagement cycle is in not doing those activities which are already done elsewhere in the organisation but linking with them. This includes Business Strategy, IT Strategy, Detailed Implementation Planning and Governance. This might mean “Piggy Backing” on PMO processes and extending them to include Enterprise Architecture.

As part of “Preparing and Setting the Architecture Vision”, we identify the Business Goals, Objectives and Drivers related to this problem scenario. For instance in this case, let us say we ran business scenario workshops and documented the CFO’s statement that the overall cost of remotely monitoring and supporting Engineering Systems must come down. We now elicit the concerns and requirements related to business and information systems from the stakeholders. In this case, the CEO has felt that the company needs new capabilities for monitoring devices anytime, anywhere.

As part of the “Governance and Change Management”, we look at emerging Business and Technology trends. Internet of Things or “IoT” is trending as the technology which has the ability to connect sensors to the internet for effective control. At this juncture, we should do some research and collect information about the Product and Technology Solutions that could deliver the new or enhanced capabilities. Major vendors such as SAP, Cisco and Microsoft have IoT Solutions in their offerings. These solutions are capable of enabling remote support using mobile devices streaming data in the cloud, network infrastructure for transporting the data using open standards, Cloud Computing, sensor connectivity to Wifi / Internet etc.,

Next, as part of “Blueprinting the Target State””, we model the Current and Target state Business Capabilities and Information System Services and Functionalities. We can do this very quickly by selecting the relevant TOGAF® 9.1 Artifacts to address the concerns and requirements. These are grouped by Architecture Domains within the TOGAF® 9.1 document. We then identify the Gaps. In our example, these could be new support capabilities using IoT.

Now as part of “Solutioning and Road Mapping”, we roadmap the gaps in a practical way to deliver business value. We could effectively use the TOGAF® 9.1 “Business Value Assessment” technique to achieve this. This will help us to realise the business goals and objectives as per business priorities delivered by the solution components. For example, reducing the cost of remotely monitoring and supporting engineering systems could be realised by solutions that enable remote monitoring and support using mobile devices streaming data in the cloud.

Of course, architecture work is not complete until the solution is architected from a design perspective to manage the product and technology complexities during implementation. There is also the need for Architecture Governance to ensure that it does not go pear-shaped during implementation and operation.

This does not seem to be a lot of effort, does it? In fact, some sort of conceptualisation happens in all major projects prior to the business case leading up to funding approval. When it is done by people who do not have the right mix of strategy, project management, solutioning and consulting skills, it becomes a mere “tick in the box” exercise. Why not adopt this structured approach of Enterprise Architecture powered by TOGAF® 9.1 and reap the rewards?

By Krish Ayyar, Martin-McDougall TechnologiesKrish Ayyar is an accomplished Enterprise Architecture Practitioner with well over 10 years consulting and teaching Enterprise Architecture internationally. He is a sought after Trainer of TOGAF® 9.1 Level 2 and Archimate® 2.1 Level 2 Certification Courses with teaching experience for over 5 years in Australia, New Zealand, China, Japan, India, USA and Canada.  His experience includes a background in management consulting with Strategy and Business Transformation consulting, Enterprise Architecture consulting and Enterprise Architect functional roles in Australia, Singapore, Malaysia and USA for over 15 years. Krish is an active contributor to The Open Group Architecture Forum activities through membership of his own consulting company based in Sydney, Australia.  Krish has been a presenter in Open Group conferences at Boston, Washington D.C and Sydney. He is currently Vice Chair of the Certification Standing Committee of the Architecture Forum.



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Professional Training Trends (Part Two): A Q&A with Chris Armstrong, Armstrong Process Group

By The Open Group

This is part two in a two part series.

Professional development and training is a perpetually hot topic within the technology industry. After all, who doesn’t want to succeed at their job and perform better?

Ongoing education and training is particularly important for technology professionals who are already in the field. With new tech trends, programming languages and methodologies continuously popping up, most professionals can’t afford not to keep their skill sets up to date these days.

The Open Group member Chris Armstrong is well-versed in the obstacles that technology professionals face to do their jobs. President of Armstrong Process Group, Inc. (APG), Armstrong and his firm provide continuing education and certification programs for technology professionals and Enterprise Architects covering all aspects of the enterprise development lifecycle. We recently spoke with Armstrong about the needs of Architecture professionals and the skills and tools he thinks are necessary to do the job effectively today.

What are some of the tools that EAs can be using to do architecture right now?

There’s quite a bit out there. I’m kind of developing a perspective on how to lay them out across the landscape a bit better. I think there are two general classes of EA tools based on requirements, which is not necessarily the same as what is offered by commercial or open source solutions.

When you take a look at the EA Capability model and the value chain, the first two parts of it have to do with understanding and analyzing what’s going on in an enterprise. Those can be effectively implemented by what I call Enterprise Architecture content management tools, or EACM. Most of the modeling tools would fall within that categorization. Tools that we use? There’s Sparx Enterprise Architect. It’s a very effective modeling tool that covers all aspects of the architecture landscape top-to-bottom, left-to-right and it’s very affordable. Consequently, it’s one of the most popular tools in the world—I think there are upwards of 300,000 licenses active right now. There are lots of other modeling tools as well.

A lot of people find the price point for Sparx Enterprise Architect so appealing that when people go into an investment and it’s only $5K, $10K, or $15K, instead of $100K or $250K, find it’s a great way to get into coming to grips with what it means to really build models. It really helps you build those fundamental modeling skills, which are best learned via on-the-job experience in your real business domain, without having to mortgage the farm.

Then there’s the other part of it, and this is where I think there needs to be a shift in emphasis to some extent. A lot of times the architect community gets caught up in modeling. We’ve been modeling for decades—modeling is not a new thing. Despite that—and this is just an anecdotal observation—the level of formal, rigorous modeling, at least in our client base in the U.S. market, is still very low. There are lots of Fortune 1000 organizations that have not made investments in some of these solutions yet, or are fractured or not well-unified. As a profession, we have a big history of modeling and I’m a big fan of that, but it sometimes seems a bit self-serving to some extent, in that a lot of times the people we model for are ourselves. It’s all good from an engineering perspective—helps us frame stuff up, produce views of our content that are meaningful to other stakeholders. But there’s a real missed opportunity in making those assets available and useful to the rest of the organization. Because if you build a model, irrespective of how good and relevant and pertinent it is, if nobody knows about it and nobody can use it to make good decisions or can’t use it to accelerate their project, there’s some legitimacy to the question of “So how much value is this really adding?” I see a chasm between the production of Enterprise Architecture content and the ease of accessing and using that content throughout the enterprise. The consumer market for Enterprise Architecture is much larger than the provider community.

But that’s a big part of the problem, which is why I mentioned cross-training earlier–most enterprises don’t have the self-awareness that they’ve made some investment in Enterprise Architecture and then often ironically end up making redundant, duplicative investments in repositories to keep track of inventories of things that EA is already doing or could already be doing. Making EA content as easily accessible to the enterprise as going to Google and searching for it would be a monumental improvement. One of the big barriers to re-use is finding if something useful has already been created, and there’s a lot of opportunity to deliver better capability through tooling to all of the consumers throughout an enterprise.

If we move a bit further along the EA value chain to what we call “Decide and Respond,” that’s a really good place for a different class of tools. Even though there are modeling tool vendors that try to do it, we need a second class of tools for EA Lifecycle Management (EALM), which is really getting into the understanding of “architecture-in-motion”. Once architecture content has been described as the current and future state, the real $64,000 question is how do we get there? How do we build a roadmap? How do we distribute the requirements of that roadmap across multiple projects and tie that to the strategic business decisions and critical assets over time? Then there’s how do I operate all of this stuff once I build it? That’s another part of lifecycle management—not just how do I get to this future state target architecture, but how do I continue to operate and evolve it incrementally and iteratively over time?

There are some tools that are emerging in the lifecycle management space and one of them is another product we partner with—that’s a solution from HP called Enterprise Maps. From our perspective it meets all the key requirements of what we consider enterprise architecture lifecycle management.

What tools do you recommend EAs use to enhance their skillsets?

Getting back to modeling—that’s a really good place to start as it relates to elevating the rigor of architecture. People are used to drawing pictures with something like Visio to graphically represent ”here’s how the business is arranged” or “here’s how the applications landscape looks,” but there’s a big difference in transitioning how to think about building a model. Because drawing a picture and building a model are not the same thing. The irony, though, is that to many consumers it looks the same, because you often look into a model through a picture. But the skill and the experience that the practitioner needs is very different. It’s a completely different way of looking at the world when you start building models as opposed to solely drawing pictures.

I see still, coming into 2015, a huge opportunity to uplift that skill set because I find a lot of people say they know how to model but they haven’t really had that experience. You just can’t simply explain it to somebody, you have to do it. It’s not the be-all and end-all—it’s part of the architect’s toolkit, but being able to think architecturally and from a model-driven approach is a key skill set that people are going to need to keep pace with all the rapid changes going on in the marketplace right now.

I also see that there’s still an opportunity to get people better educated on some formal modeling notations. We’re big fans of the Unified Modeling Language, UML. I still think uptake of some of those specifications is not as prevalent as it could be. I do see that there are architects that have some familiarity with some of these modeling standards. For example, in our TOGAF® training we talk about standards in one particular slide, many architects have only heard of one or two of them. That just points to there being a lack of awareness about the rich family of languages that are out there and how they can be used. If a community of architects can only identify one or two modeling languages on a list of 10 or 15 that is an indirect representation of their background in doing modeling, in my opinion. That’s anecdotal, but there’s a huge opportunity to uplift architect’s modeling skills.

How do you define the difference between models and pictures?

Modeling requires a theory—namely you have to postulate a theory first and then you build a model to test that theory. Picture drawing doesn’t require a theory—it just requires you to dump on a piece of paper a bunch of stuff that’s in your head. Modeling encourages more methodical approaches to framing the problem.

One of the anti-patterns that I’ve seen in many organizations is they often get overly enthusiastic, particularly when they get a modeling tool. They feel like they can suddenly do all these things they’ve never done before, all that modeling stuff, and they end up “over modeling” and not modeling effectively because one of the key things for modeling is modeling just enough because there’s never enough time to build the perfect thing. In my opinion, it’s about building the minimally sufficient model that’s useful. And in order to do that, you need to take a step back. TOGAF does acknowledge this in the ADM—you need to understand who your stakeholders are, what their concerns are and then use those concerns to frame how you look at this content. This is where you start coming up with the theory for “Why are we building a model?” Just because we have tools to build models doesn’t mean we should build models with those tools. We need to understand why we’re building models, because we can build infinite numbers of models forever, where none of them might be useful, and what’s the point of that?

The example I give is, there’s a CFO of an organization that needs to report earnings to Wall Street for quarterly projections and needs details from the last quarter. And the accounting people say, “We’ve got you covered, we know exactly what you need.” Then the next day the CFO comes in and on his/her desk is eight feet of green bar paper. She/he goes out to the accountants and says, “What the heck is this?” And they say “This is a dump of the general ledger for the first quarter. Every financial transaction you need.” And he/she says, “Well it’s been a while since I’ve been a CPA, and I believe it’s all in there, but there’s just no way I’ve got time to weed through all that stuff.”

There are generally accepted accounting principles where if I want to understand the relationship between revenue and expense that’s called a P&L and if I’m interested in understanding the difference between assets and liabilities that’s a balance sheet. We can think of the general ledger as the model of the finances of an organization. We need to be able to use intelligence to give people views of that model that are pertinent and help them understand things. So, the CFO says “Can you take those debits and credits in that double entry accounting system and summarize them into a one-pager called a P&L?”

The P&L would be an example of a view into a model, like a picture or diagram. The diagram comes from a model, the general ledger. So if you want to change the P&L in an accounting system you don’t change the financial statement, you change the general ledger. When you make an adjustment in your general ledger, you re-run your P&L with different content because you changed the model underneath it.

You can kind of think of it as the difference between doing accounting on register paper like we did up until the early 21st Century and then saying “Why don’t we keep track of all the debits and credits based on a chart of accounts and then we can use reporting capabilities to synthesize any way of looking at the finances that we care to?” It’s allows a different way for thinking about the interconnectedness of things.

What are some of the most sought after classes at APG?

Of course TOGAF certification is one of the big ones. I’d say in addition to that we do quite a bit in systems engineering, application architecture, and requirements management. Sometimes those are done in the context of solution delivery but sometimes they’re done in the context of Enterprise Architecture. There’s still a lot of opportunity in supporting Enterprise Architecture in some of the fundamentals like requirements management and effective architectural modeling.

What kinds of things should EAs look for in training courses?

I guess the big thing is to try to look for are offerings that get you as close to practical application as possible. A lot of people start with TOGAF and that’s a great way to frame the problem space. I would set the expectation—and we always do when we deliver our TOGAF training—that this will not tell you “how” to do Enterprise Architecture, there’s just not enough time for that in four days. We talk about “what” Enterprise Architecture is and related emerging best practices. That needs to be followed up with “how do I actually do Enterprise Architecture modeling,” “how do I actually collect EA requirements,” “how do I actually do architecture trade-off analysis?” Then “How do I synthesize an architecture roadmap,” “how do I put together a migration plan,” and “how do I manage the lifecycle of applications in my portfolio over the long haul?” Looking for training that gets you closer to those experiences will be the most valuable ones.

But a lot of this depends on the level of maturity within the organization, because in some places, just getting everybody on the same page of what Enterprise Architecture means is a big victory. But I also think Enterprise Architects need to be very thoughtful about this cross-training. I know it’s something I’m trying to make an investment in myself, is becoming more attuned to what’s going on in other parts of the enterprise in which Enterprise Architecture has some context but perhaps is not a known player. Getting training experiences in other places and engaging those parts of your organizations to really find out what are the problems they’re trying to solve and how might Enterprise Architecture help them is essential.

One of the best ways to demonstrate that is part of the organizational learning related to EA adoption. That may even be the bigger question. As individual architects, there are always opportunities for greater skill development, but really, organizational learning is where the real investment needs to be made so you can answer the question, “Why do I care?” One of the best ways to respond to that is to have an internal success. After a pilot project say, “We did EA on a limited scale for a specific purpose and look what we got out of it and how could you not want to do more of it?”

But ultimate the question usually should be “How can we make Enterprise Architecture indispensible? How can we create an environment where people can perform their duties more rapidly, more efficiently, more effectively and more sustainably based on Enterprise Architecture?” This is part of the problem, especially in larger organizations. In 2015, it’s not really the first time people have been making investments in Enterprise Architecture, it’s the second or third or fourth time, so it’s a reboot. You want to make sure that EA can become indispensible but you want to be able to support those critical activities with EA support and then when the stakeholders become dependent on it, you can say “If you like that stuff, we need you to show up with some support for EA and get some funding and resources, so we can continue to operate and sustain this capability.”

What we’ve found is that it’s a double-edged sword, ironically. If an organization has success in propping up their Architecture capability and sustaining and demonstrating some value there, it can be a snowball effect where you can become victims of your own success and suddenly people are starting to get wind of “Oh, I don’t have to do that if the EA’s already done it,” or “I can align myself with a part of the business where the EA has already been done.” The architecture community can get very busy—more busy than they’re prepared for—because of the momentum that might exist to really exploit those EA investments. But at the end of the day, it’s all good stuff because the more you can show the enterprise that it’s worth the investment, that it delivers value, the more likely you’ll get increased funding to sustain the capability.

By The Open GroupChris Armstrong is president of Armstrong Process Group, Inc. and an internationally recognized thought leader and expert in iterative software development, enterprise architecture, object-oriented analysis and design, the Unified Modeling Language (UML), use case driven requirements and process improvement.

Over the past twenty years, Chris has worked to bring modern software engineering best practices to practical application at many private companies and government organizations worldwide. Chris has spoken at over 30 conferences, including The Open Group Enterprise Architecture Practitioners Conference, Software Development Expo, Rational User Conference, OMG workshops and UML World. He has been published in such outlets as Cutter IT Journal, Enterprise Development and Rational Developer Network.

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A Historical Look at Enterprise Architecture with John Zachman

By The Open Group

John Zachman’s Zachman Framework is widely recognized as the foundation and historical basis for Enterprise Architecture. On Tuesday, Feb. 3, during The Open Group’s San Diego 2015 event, Zachman will be giving the morning’s keynote address entitled “Zachman on the Zachman Framework and How it Complements TOGAF® and Other Frameworks.”

We recently spoke to Zachman in advance of the event about the origins of his framework, the state of Enterprise Architecture and the skills he believes EAs need today.

As a discipline, Enterprise Architecture is still fairly young. It began getting traction in the mid to late 1980s after John Zachman published an article describing a framework for information systems architectures in the IBM Systems Journal. Zachman said he lived to regret initially calling his framework “A Framework for Information Systems Architecture,” instead of “Enterprise Architecture” because the framework actually has nothing to do with information systems.

Rather, he said, it was “A Framework for Enterprise Architecture.” But at the time of publication, the idea of Enterprise Architecture was such a foreign concept, Zachman said, that people didn’t understand what it was. Even so, the origins of his ontological framework were already almost 20 years old by the time he first published them.

In the late 1960s, Zachman was working as an account executive in the Marketing Division of IBM. His account responsibility was working with the Atlantic Richfield Company (better known as ARCO). In 1969, ARCO had just been newly formed out of the merger of three separate companies, Atlantic Refining out of Philadelphia and Richfield in California, which merged and then bought Sinclair Oil in New York in 1969.

“It was the biggest corporate merger in history at the time where they tried to integrate three separate companies into one company. They were trying to deal with an enterprise integration issue, although they wouldn’t have called it that at the time,” Zachman said.

With three large companies to merge, ARCO needed help in figuring out how to do the integration. When the client asked Zachman how they should handle such a daunting task, he said he’d try to get some help. So he turned to a group within IBM called the Information Systems Control and Planning Group and the group’s Director of Architecture, Dewey Walker, for guidance.

Historically, when computers were first used in commercial applications, there already were significant “Methods and Procedures” systems communities in most large organizations whose job was to formalize many manual systems in order to manage the organization, Zachman said. When computers came on the scene, they were used to improve organizational productivity by replacing the people performing the organizations’ processes. However, because manual systems defined and codified organizational responsibilities, when management made changes within an organization, as they often did, it would render the computer systems obsolete, which required major redevelopment.

Zachman recalled Walker’s observation that “organizational responsibilities” and “processes” were two different things. As such, he believed systems should be designed to automate the process, not to encode the organizational responsibilities, because the process and the organization changed independently from one another. By separating these two independent variables, management could change organizational responsibilities without affecting or changing existing systems or the organization. Many years later, Jim Champy and Mike Hammer popularized this notion in their widely read 1991 book, “Reengineering the Corporation,” Zachman said.

According to Zachman, Walker created a methodology for defining processes as separate entities from the organizational structure. Walker came out to Los Angeles, where Zachman and ARCO were based to help provide guidance on the merger. Zachman recalls Walker telling him that the key to defining the systems for Enterprise purposes was in the data, not necessarily the process itself. In other words, the data across the company needed to be normalized so that they could maintain visibility into the assets and structure of the enterprise.

“The secret to this whole thing lies in the coding and the classification of the data,” Zachman recalled Walker saying. Walker’s methodology, he said, began by classifying data by its existence not by its use.

Since all of this was happening well before anyone came up with the concept of data modeling, there were no data models from which to design their system. “Data-oriented words were not yet in anyone’s vocabulary,” Zachman said. Walker had difficulty articulating his concepts because the words he had at his disposal were inadequate, Zachman said.

Walker understood that to have structural control over the enterprise, they needed to look at both processes and data as independent variables, Zachman said. That would provide the flexibility and knowledge base to accommodate escalating change. This was critical, he said, because the system is the enterprise. Therefore, creating an integrated structure of independent variables and maintaining visibility into that structure are crucial if you want to be able to manage and change it. Otherwise, he says, the enterprise “disintegrates.”

Although Zachman says Walker was “onto this stuff early on,” Walker eventually left IBM, leaving Zachman with the methodology Walker had named “Business Systems Planning.” (Zachman said Walker knew that it wasn’t just about the information systems, but about the business systems.) According to Zachman, he inherited Walker’s methodology because he’d been working closely with Walker. “I was the only person that had any idea what Dewey was doing,” he said.

What he was left with, Zachman says, was what today he would call a “Row 1 methodology”—or the “Executive Perspective” and the “Scope Contexts” in what would eventually become his ontology.

According to Zachman, Walker had figured out how to transcribe enterprise strategy in such a fashion that engineering work could be derived from it. “What we didn’t know how to do,” Zachman said, “was to transform the strategy (Zachman Framework Row 1), which tends to be described at a somewhat abstract level of definition into the operating Enterprise (Row 6), which was comprised of very precise instructions (explicit or implicit) for behavior of people and/or machines.”

Zachman said that they knew that “Architecture” had something to do with the Strategy to Instantiation transformation logic but they didn’t know what architecture for enterprises was in those days. His radical idea was to ask someone who did architecture for things like buildings, airplanes, locomotives, computers or battleships. What the architecture was for those Industrial Age products. Zachman believed if he could find out what they thought architecture was for those products, he might be able to figure out what architecture was for enterprises and thereby figure out how to transform the strategy into the operating enterprise to align the enterprise implementation with the strategy.

With this in mind, Zachman began reaching out to people in other disciplines to see how they put together things like buildings or airplanes. He spoke to an architect friend and also to some of the aircraft manufacturers that were based in Southern California at the time. He began gathering different engineering specs and studying them.

One day while he was sitting at his desk, Zachman said, he began sorting the design artifacts he’d collected for buildings and airplanes into piles. Suddenly he noticed there was something similar in how the design patterns were described.

“Guess what?” he said. “The way you describe buildings is identical to the way you describe airplanes, which turns out to be identical to the way you describe locomotives, which is identical to the way you describe computers. Which is identical to the way you describe anything else that humanity has ever described.”

Zachman says he really just “stumbled across” the way to describe the enterprise and attributes his discovery to providence, a miracle! Despite having kick-started the discipline of Enterprise Architecture with this recognition, Zachman claims he’s “actually not very innovative,” he said.

“I just saw the pattern and put enterprise names on it,” he said

Once he understood that Architectural design descriptions all used the same categories and patterns, he knew that he could also define Architecture for Enterprises. All it would take would be to apply the enterprise vocabulary to the same pattern and structure of the descriptive representations of everything else.

“All I did was, I saw the pattern of the structure of the descriptive representations for airplanes, buildings, locomotives and computers, and I put enterprise names on the same patterns,” he says. “Now you have the Zachman Framework, which basically is Architecture for Enterprises. It is Architecture for every other object known to human kind.”

Thus the Zachman Framework was born.

Ontology vs. Methodology

According to Zachman, what his Framework is ultimately intended for is describing a complex object, an Enterprise. In that sense, the Zachman Framework is the ontology for Enterprise Architecture, he says. What it doesn’t do, is tell you how to do Enterprise Architecture.

“Architecture is architecture is architecture. My framework is just the definition and structure of the descriptive representation for enterprises,” he said.

That’s where methodologies, such as TOGAF®, an Open Group standard, DoDAF or other methodological frameworks come in. To create and execute an Architecture, practitioners need both the ontology—to help them define, translate and place structure around the enterprise descriptive representations—and they need a methodology to populate and implement it. Both are needed—it’s an AND situation, not an OR, he said. The methodology simply needs to use (or reuse) the ontological constructs in creating the implementation instantiations in order for the enterprise to be “architected.”

The Need for Architecture

Unfortunately, Zachman says, there are still a lot of companies today that don’t understand the need to architect their enterprise. Enterprise Architecture is simply not on the radar of general management in most places.

“It’s not readily acknowledged on the general management agenda,” Zachman said.

Instead, he says, most companies focus their efforts on building and running systems, not engineering the enterprise as a holistic unit.

“We haven’t awakened to the concept of Enterprise Architecture,” he says. “The fundamental reason why is people think it takes too long and it costs too much. That is a shibboleth – it doesn’t take too long or cost too much if you know what you’re doing and have an ontological construct.”

Zachman believes many companies are particularly guilty of this type of thinking, which he attributes to a tendency to think that there isn’t any work being done unless the code is up and running. Never mind all the work it took to get that code up and running in the first place.

“Getting the code to run, I’m not arguing against that, but it ought to be in the context of the enterprise design. If you’re just providing code, you’re going to get exactly what you have right now—code. What does that have to do with management’s intentions or the Enterprise in its entirety?”

As such, Zachman compares today’s enterprises to log cabins rather than skyscrapers. Many organizations have not gotten beyond that “primitive” stage, he says, because they haven’t been engineered to be integrated or changed.

According to Zachman, the perception that Enterprise Architecture is too costly and time consuming must change. And, people also need to stop thinking that Enterprise Architecture belongs solely under the domain of IT.

“Enterprise Architecture is not about building IT models. It’s about solving general management problems,” he said. “If we change that perception, and we start with the problem and we figure out how to solve that problem, and then, oh by the way we’re doing Architecture, then we’re going to get a lot of Architecture work done.”

Zachman believes one way to do this is to build out the Enterprise Architecture iteratively and incrementally. By tackling one problem at a time, he says, general management may not even need to know whether you’re doing Enterprise Architecture or not, as long as their problem is being solved. The governance system controls the architectural coherence and integration of the increments. He expects that EA will trend in that direction over the next few years.

“We’re learning much better how to derive immediate value without having the whole enterprise engineered. If we can derive immediate value, that dispels the shibboleth—the misperception that architecture takes too long and costs too much. That’s the way to eliminate the obstacles for Enterprise Architecture.”

As far as the skills needed to do EA into the future, Zachman believes that enterprises will eventually need to have multiple types of architects with different skill sets to make sure everything is aligned. He speculates that someday, there may need to be specialists for every cell in the framework, saying that there is potentially room for a lot of specialization and people with different skill sets and a lot of creativity. Just as aircraft manufacturers need a variety of engineers—from aeronautic to hydraulic and everywhere in between—to get a plane built. One engineer does not engineer the entire airplane or a hundred-story building or an ocean liner, or, for that matter, a personal computer. Similarly, increasingly complex enterprises will likely need multiple types of engineering specialties. No one person knows everything.

“Enterprises are far more complex than 747s. In fact, an enterprise doesn’t have to be very big before it gets really complex,” he said. “As enterprise systems increase in size, there is increased potential for failure if they aren’t architected to respond to that growth. And if they fail, the lives and livelihoods of hundreds of thousand of people can be affected, particularly if it’s a public sector Enterprise.”

Zachman believes it may ultimately take a generation or two for companies to understand the need to better architect the way they run. As things are today, he says, the paradigm of the “system process first” Industrial Age is still too ingrained in how systems are created. He believes it will be a while before that paradigm shifts to a more Information Age-centric way of thinking where the enterprise is the object rather than the system.

“Although this afternoon is not too early to start working on it, it is likely that it will be the next generation that will make Enterprise Architecture an essential way of life like it is for buildings and airplanes and automobiles and every other complex object,” he said.

By The Open GroupJohn A. Zachman, Founder & Chairman, Zachman International, Executive Director of FEAC Institute, and Chairman of the Zachman Institute

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Filed under Enterprise Architecture, Standards, TOGAF®, Uncategorized

Putting Information Technology at the Heart of the Business: The Open Group San Diego 2015

By The Open Group

The Open Group is hosting the “Enabling Boundaryless Information Flow™” event February 2 – 5, 2015 in San Diego, CA at the Westin San Diego Gaslamp Quarter. The event is set to focus on the changing role of IT within the enterprise and how new IT trends are empowering improvements in businesses and facilitating Enterprise Transformation. Key themes include Dependability through Assuredness™ (The Cybersecurity Connection) and The Synergy of Enterprise Architecture Frameworks. Particular attention throughout the event will be paid to the need for continued development of an open TOGAF® Architecture Development Method and its importance and value to the wider business architecture community. The goal of Boundaryless Information Flow will be featured prominently in a number of tracks throughout the event.

Key objectives for this year’s event include:

  • Explore how Cybersecurity and dependability issues are threatening business enterprises and critical infrastructure from an integrity and a Security perspective
  • Show the need for Boundaryless Information Flow™, which would result in more interoperable, real-time business processes throughout all business ecosystems
  • Outline current challenges in securing the Internet of Things, and about work ongoing in the Security Forum and elsewhere that will help to address the issues
  • Reinforce the importance of architecture methodologies to assure your enterprise is transforming its approach along with the ever-changing threat landscape
  • Discuss the key drivers and enablers of social business technologies in large organizations which play an important role in the co-creation of business value, and discuss the key building blocks of social business transformation program

Plenary speakers at the event include:

  • Chris Forde, General Manager, Asia Pacific Region & VP, Enterprise Architecture, The Open Group
  • John A. Zachman, Founder & Chairman, Zachman International, and Executive Director of FEAC Institute

Full details on the range of track speakers at the event can be found here, with the following (among many others) contributing:

  • Dawn C. Meyerriecks, Deputy Director for Science and Technology, CIA
  • Charles Betz, Founder, Digital Management Academy
  • Leonard Fehskens. Chief Editor, Journal of Enterprise Architecture, AEA

Registration for The Open Group San Diego 2015 is open and available to members and non-members. Please register here.

Join the conversation via Twitter – @theopengroup #ogSAN



Filed under Boundaryless Information Flow™, Dependability through Assuredness™, Internet of Things, Professional Development, Security, Standards, TOGAF®, Uncategorized

The Open Group ArchiMate® Model File Exchange Format

By The Open Group

The Open Group ArchiMate Forum has released a snapshot of its ArchiMate® Model Exchange File Format. This aims to address the challenge of portability of models between tools.

Following is a Q&A with Andrew Josey, Phil Beauvoir and Frans Faase, members of the project team, to find out more.

Q.  What is The Open Group ArchiMate Model Exchange File Format?

A.  It is a specification of a standard file format for the exchange of ArchiMate models between different tools.

Q.  Why is it provided as a Snapshot release?

A.  The Snapshot makes public the direction and thinking the project is taking in the development of a standard file format supporting exchange of ArchiMate models between tools. We’re looking for feedback and guidance from the community at this stage.

Q.  When do you need feedback by and how should it be provided?

A.  Comments can be sent by email to ogspecs-snapshot-feedback-AT-opengroup.org no later than January 12, 2015.

Q.  What is addressed in the Snapshot release?

A.  The project is being implemented as two phases:

  •     Phase 1 includes the core exchange format.
  •     Phase 2 includes in addition the visual layout.

This Snapshot describes Phase 1 only, and excludes the detailed visual layout, which will be included in Phase 2.

Q.  Do you intend the format as a persistent file format for an ArchiMate model?

A.  No, The exchange file format is not intended as a persistent file format for the model itself, it is a mechanism to convey instance data from one tool to another (a simple analogy would be the csv file format for exchange of spreadsheet information). The data contained in the exchange file format is meant to be processed by an “ArchiMate aware” tool, thus ruling out standalone semantic inference. Once the instance data has been imported into an ArchiMate tool, that tool will probably save it in its own proprietary file format.

Q.  Where can I obtain the Snapshot release?

A.  The Snapshot can be obtained from The Open Group publications catalog.


Q.  What is provided with the Snapshot release?

A.  The deliverables included with this Snapshot are as follows:

  • Open Group Snapshot, ArchiMate® Model Exchange File Format
  • Schema Documentation for the ArchiMate® 2.1 XML/XML Schema Definition (XSD) Binding
  • A ZIP file containing: the XSD Schema file, an example Extended XSD Schema file, and example models in the exchange file format

Q.  What example models are provided with the Snapshot?

A.  The ArchiSurance and ArchiMetal case studies are provided, as is a Testall.xml model that can be used for interoperability testing.

Q.  Are all the elements defined in Exchange File Format mandatory?

A.  There are only two mandatory elements:

  • The main “model” tag itself with associated namespace declarations
  • Elements in the “elements” tag (with type and ID)

Everything else is optional. Of course, a minimal file containing only these two things would probably be unlikely, but it could be the case that there are no relationships in the model.

The following items are optional:

  • Metadata
  • Organization
  • The xml:lang=”xx” attribute

They are provided because they may be of use to the sender/receiver, but they don’t have to be there. For example, with the Organization element, this may be useful if the tool sending or receiving would like to know how the elements/relations are organised in folders for example, but not every tool might support that and could happily ignore it.

Similarly, not every tool supports multi-language so there is need to use the xml:lang=”xx” attribute. The example XML files provided with the Snapshot are more of a showcase of all the elements.

Q.  I am a tool provider, how can I get involved?

A.  You can get involved by joining The Open Group ArchiMate Forum, email archimate-forum-AT-opengroup.org

Q.  Are there interoperability tests with other tools suppliers?

A.  Yes, these are ongoing within the project within The Open Group ArchiMate Forum.

Q.  I have suggestions for improvement to the exchange file format, where do I send them?

A.  Please send comments by email to ogspecs-snapshot-feedback-AT-opengroup.org no later than January 12, 2015

Q.  I have suggestions for the Phase 2 visual layout, where do I send them?

A.  Please send comments by email to ogspecs-snapshot-feedback-AT-opengroup.org no later than January 12, 2015

By Andrew JoseyAndrew Josey is Director of Standards within The Open Group. He is currently managing the standards process for The Open Group, and has recently led the standards development projects for TOGAF® 9.1, ArchiMate® 2.1, IEEE Std 1003.1,2013 edition (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.


philbeauvoirPhil Beauvoir has been developing, writing, and speaking about software tools and development for over 25 years. He was Senior Researcher and Developer at Bangor University, and, later, the Institute for Educational Cybernetics at Bolton University, both in the UK. During this time he co-developed a peer-to-peer learning management and groupware system, a suite of software tools for authoring and delivery of standards-compliant learning objects and meta-data, and tooling to create IMS Learning Design compliant units of learning.  In 2010, working with the Institute for Educational Cybernetics, Phil created the open source ArchiMate Modelling Tool, Archi. Since 2013 he has been curating the development of Archi independently. Phil holds a degree in Medieval English and Anglo-Saxon Literature.

Frans FaaseFrans Faase is a senior software engineer who has been working with BiZZdesign since 2002. He got an M.Sc. degree in Computer Science from the University of Twente. At BiZZdesign he has been involved in designing the repository being used by BiZZdesign Architect, which implements the ArchiMate standard. He designed a locking mechanism that allows smooth cooperation between multiple users on a single model. He also worked on many import functions from other tools requiring reverse engineering, scanning, and parsing of used file formats. Many of these file formats are based on XML.

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Filed under ArchiMate®, Certifications, Standards, Uncategorized

The Open Group Executive Round Table Event at Mumbai

By Bala Peddigari, Head – HiTech TEG and Innovation Management, Tata Consultancy Services Limited

The Open Group organized the Executive Round Table Event at Taj Lands End in Mumbai on November 12, 2014. The goal was to brief industry executives on how The Open Group can help in promoting Enterprise Architecture within the organization, and how it helps to stay relevant to the Indianized context in realizing and bringing in positive change. Executives from the Government of Maharastra, Reserve Bank of India, NSDL, Indian Naval Service, SVC Bank, Vodafone, SVC Bank, SP Jain Institute, Welingkar Institute of Management, VSIT,Media Lab Asia, Association of Enterprise Architects (AEA), Computer Society of India and others were present.

By Bala PeddigariJames de Raeve, Vice President, Certification of The Open Group introduced The Open Group to the executives and explained the positive impact it is creating in driving Enterprise Architecture. He noted most of the EA functions, Work Groups and Forums are driven by the participating companies and Architects associated with them. James revealed facts stating that India is in fourth position in TOGAF® certification and Bangalore is second only to London. He also discussed the newest Forum, The Open Group IT4IT™ Forum and its objective to solve some of the key business problems and build Reference Architecture for managing the business of IT.  The mission of The Open Group IT4IT Forum is to develop, evolve and drive the adoption of the vendor-neutral IT4IT Reference Architecture.

Rajesh Aggarwal, Principal Secretary IT, Government of Maharashtra, attended the Round Table and shared his view on how Enterprise Architecture can help some of the key Government initiatives drive citizen-centric change. An example he used is the change in policies for senior citizens who seek pension. They show up every November at the bank to identify themselves for Life Certificate to continue getting pension. This process can be simplified through IT. He used an excellent analogy of making phone calls to have pizza delivered from Pizza Hut and consumer goods from Flipkart. Similarly his vision is to get Smart and Digital Governance where citizens can call and get the services at their door.

MumbaiRajeesh Aggarwal

70886-uppalJason Uppal, Chief Architect (Open CA Level 3 Certified), QR Systems in Canada presented a session on “Digital Economy and Enterprise Architecture”. Jason emphasized the need for Enterprise Architecture and why now in the networked and digital economy you need intent but not money to drive change. He also shared his thoughts on tools for this new game – Industrial Engineering and Enterprise Architecture focus to improve the performance capabilities across the value chain. Jason explained how EA can help in building the capability in the organization, defined value chain leveraging EA capabilities and transforming enterprise capabilities to apply those strategies. The key performance indicators of Enterprise Architecture can be measured through Staff Engagement, Time and Cost, Project Efficiency, Capability Effectiveness, Information Quality which explains the maturity of Enterprise Architecture in the organization. During his talk, Jason brought out many analogies to share his own experiences where Enterprise Architecture simplified and brought in much transformation in Healthcare. Jason shared an example of Carlos Ghosn who manages three companies worth $140 billion USD. He explains further the key to his success is to protect his change-agents and provide them the platform and opportunity to experiment. Enterprise Architecture is all about people who make it happen and bring impact.

The heart of the overall Executive Round Table Event was a panel session on “Enterprise Architecture in India Context”. Panelists were Jason Uppal, Rakhi Gupta from TCS and myself who shared perspectives on the following questions:

  1. Enterprise Architecture and Agile – Do they complement?
  2. How are CIOs seeing Enterprise Architecture when compared to other CXOs?
  3. I have downloaded TOGAF, what should I do next?
  4. How is Enterprise Architecture envisioned in the next 5 years?
  5. How can Enterprise Architecture help the “Make in India” initiative?
  6. Should Enterprise Architecture have a course in academics for students?

I explained how Enterprise Architecture is relevant in academics and how it can enable the roots to build agile-based system to quickly respond to the changes. I also brought in my perspective how Enterprise Architecture can show strengths while covering the weaknesses. Furthermore, TOGAF applies and benefits the context of the Indian future economy. Jason explained the change in dynamics in the education system to build a query-based learning approach to find and use. Rakhi shared her thoughts based on experience associated with Department of Posts Transformation keeping a citizen-centric Enterprise Architecture approach.

Overall, it has created a positive wave of understanding the importance of Enterprise Architecture and applying the TOGAF knowledge consistently to pave the road for the future. The event was well organized by Abraham Koshy and team, with good support from CSI Mumbai and AEA Mumbai chapters.

By Bala PeddigariBala Prasad Peddigari has worked with Tata Consultancy Services Limited for over 15 years. Bala practices Enterprise Architecture and evangelizes platform solutions, performance and scalable architectures and Cloud technology initiatives within TCS.  He heads the Technology Excellence Group for HiTech Vertical. Bala drives the architecture and technology community initiatives within TCS through coaching, mentoring and grooming techniques.

Bala has a Masters in Computer Applications from University College of Engineering, Osmania. He is an Open Group Master IT Certified Architect and serves as a Board Member in The Open Group Certifying Authority. He received accolades for his cloud architectural strengths and published his papers in IEEE.  Bala is a regular speaker in Open Group and technology events and is a member of The Open Group Open Platform 3.0™.


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Filed under Accreditations, architecture, Certifications, Cloud, Conference, Enterprise Architecture, Open CA, Open CITS, Open Platform 3.0, Standards, TOGAF, TOGAF®