Developing an Enterprise Architecture Management Guide by guy22

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          Developing an Enterprise Architecture Management Guide

                                           The EAMG Project Team

In November of 2005, the International                            The project of “Developing an EA Management
Committee on Enterprise Architecture Standards,                   Guide” will address these deficiencies by
Association of Enterprise Architects (a|EA),                      emphasizing community participation,
started a project to develop an Enterprise                        consensus building, and filling knowledge gaps
Architecture Management Guide (EAMG). This                        for an enterprise management perspective.
article will introduce this project and provide the
progress status of the project.                                      2. Aspects of the EA Management Guide
                                                                                      Project
  1. Why Develop an EA Management Guide
                                                                  2.1 Purpose:
The enterprise architecture (EA) discipline is a                  Develop an Enterprise Architecture
relatively new discipline. The EA theory and                      Management Guide to identify and organize EA
approaches keep evolving when practitioners                       knowledge and best practices for every aspect
and scholars are gaining more experience and                      of EA management; and to provide guidelines
knowledge through practice and research.                          and references for enterprise architects. The
Currently the EA body of knowledge has three                      Guide will leverage the expertise and wisdom
major deficiencies:                                               from the whole EA community of practice and
     1) Inconsistency. There is lack of                           research, assembling EA information that is
         consensus on EA concepts,                                generally recognized as good EA practice and
         terminologies, goals, approaches,                        knowledge in most enterprises, most of the time.
         techniques, and outcomes. Enterprise
         architects cannot even agree on the                      2.2 Potential Benefits:
         very basic concepts such as “what is                         - Build consensus on concepts and
         enterprise architecture” and “what an EA                         terminologies
         program should deliver”. Lack of                             - Identify and standardize best practices
         consensus and standard approach                              - Provide a cookbook for EA tasks
         leads to widespread confusion in                             - Support certification and accreditation of
         communications and instability on                                EA products and EA professionals
         quality and performance.                                     - Support verification and validation of EA
     2) Incompleteness. Knowledge gaps exist                              practices
         in the current EA literatures. The                           - Support EA program, process, and
         existing EA literatures often address                            project management
         part of EA topics, such as EA                                - Facilitate the evolution of EA body of
         frameworks, EA models, EA processes,                             knowledge and the EA discipline
         and EA projects. The literatures do not
         cover the complete spectrum of EA                        2.3 Scope:
         management, from establish an EA                             - Product:
         management program, to deliver the                               A book “The Enterprise Architecture
         final output and outcomes of the EA                                 Management Guide (Version 1.0)”
         management; nor do they address the                          - Other Deliverables
         true enterprise perspective in terms of                          Establish the EA Management
         avoiding IT-centric thinking.                                       Guide as an a|EA standard.
     3) Lack of community participation and                               Seek to Register the EA
         ratification. The existing EA literatures                           Management Guide with
         are often the products of individual effort                         International Standards
         or focus-group effort. The EA                                       Organizations.
         community had little chance to                                   Document the EA Management
         participate in the development of the                               Guide items and components in
         literatures or to ratify the resulting                              a|EA EA Knowledge Digest.
         literatures.
                                                                  2.4 Major Stages and Estimated Timeline:
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        -    Project Initiation and Outline: 2005-11 to
             2006-5 (year-month)                                      3.2 Outline Development
        -    Draft Authoring: 2006-6 to 2006-12                       The EAMG Team has developed three versions
        -    Draft Review and Revision: 2007-1 to                     of the outline draft for the EA Management
             2007-6                                                   Guide. These drafts went through different
        -    a|EA Review and Approval: 2007-7 to                      ranges of contribution and review, from team
             2007-9                                                   member initial review to EA community review to
        -    Online Publishing: 2007-10 to 2008-2                     Lead Author review. By the time of this article
                                                                      was written, the Chapters of the Guide have
    2.5 Project Leadership and Management:                            been determined. Please see “The Enterprise
        - a|EA International Executive Committee                      Architecture Management Guide: Chapter
            approves and sponsors the project.                        Descriptions” in this issue of the JEA for more
        - a|EA Standards Committee is                                 details.
            responsible for project management and
            ongoing operation.                                        3.3 Authors
            Project Manager: Haiping Luo, US Dept                     For each Chapter, one or two Lead Authors
            of Veterans Affairs                                       have been designated to lead the authoring of
            Assistant Project Manager:                                the Chapter. These Lead Authors are dedicated
            Hong Sik Kim – a|EA Korea Chapter                         and experienced EA experts who volunteer their
            Vice President, Seoul, South Korea                        time and effort to carry out the mission of the
            Ben Bovée – EA Consultant at the US                       Guide. In addition to the Lead Authors, a group
            State Department                                          of section or topic authors has also been formed.
        - EA Management Guide Advisory Board                          The authoring work has started.
            comprises supporting organizations.
            The Advisory Board provides                               3.4 Publicity and Communications
            collaboration, support and advice.                        The EAMG Team maintains a strong and
                                                                      continuous effort to communicate with the EA
    2.6 Participation:                                                community about the Guide. The EAMG project
        - Individuals: Volunteers from the                            is published at the a|EA web site
            international EA community.                               (http://aeajournal.org/Standards%20Committee.
        - Organizations: Contributing                                 asp) and the Journal of Enterprise Architecture.
            organizations that provide authors and                    The EAMG Project Manager has presented the
            other resources; Participating                            EAMG project to EA 2005 Conference, the
            organizations that sit on the Advisory                    Associated EA Organizations, and the US
            Board.                                                    Federal Chief Architect Forum. The EA 2006
                                                                      Conference has invited the Project Manager to
    2.7 Project Principles:                                           present project progress at the Conference in
        - Open participation;                                         September, 2006.
        - Transparent process;
        - Balance between consensus-building                                               4. Summary
            and innovation encouragement.
                                                                      Developing an EA Management Guide is a
                    3. Project Progress                               community wide effort to build consensus, to
                                                                      align practices, and to establish management
    3.1 An International Team                                         standards in the enterprise architecture
    The EAMG project has received wide support                        discipline. The a|EA Standards Committee and
    from the international EA community. Currently                    the EAMG Project Team are working hard to
    the EAMG Team has over 70 volunteers from 8                       carry out this important project. The EAMG
    countries, representing practitioners and                         Project Team appreciates continuous support
    scholars with EA expertise in public and private                  and participation from EA professionals and
    sectors, civilian and military institutions, and                  organizations around the world.
    different industries.
1
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1                          Enterprise Architecture Management Guide
2                                     Chapter Descriptions
3
4                                              The EAMG Project Team
5
    The Enterprise Architecture Management Guide                      Chapter 4. Enterprise Architecting Lifecycle
    (EAMG) is a product being developed by the                        Management
    EAMG Project Team, led by the International                       Klaus Niemann, act! consulting GmbH, Germany;
    Committee on EA Standards. This article                           Diane Reeves, US Department of Interior.
    provides the current draft of the Chapter level
    descriptions, along with a section-level                          Chapter Description:
    description for one of the Chapters.                              This Chapter presents the Core EA Processes
                                                                      and Techniques. The sections specify the
                1. Chapter Descriptions                               standard processes and approaches for
                                                                      architecting an enterprise’s structure. The
    Chapter 1. Introduction to the Enterprise                         Chapter will discuss what is enterprise
    Architecture Discipline                                           architecting lifecycle; what are the input,
    Lead Authors:                                                     processes, tools and techniques, and output of
    Beryl Bellman, California State University and                    each architecting phase; and what are the
    FEAC Institute;                                                   lessons learned for the architecting phases.
    Felix Rausch, FEAC Institute.
                                                                      Chapter 5. Enterprise Architecture Program
    Chapter Description:                                              Management
    This Chapter introduces the discipline of                         Lead Authors:
    Enterprise Architecture, explains the evolving                    Lilian Penna, Booz Allen Hamilton.
    history of the discipline, and discusses the
    relationship of the EA discipline with other                      Chapter Description:
    interacting disciplines.                                          This Chapter lays out good practices and
                                                                      approaches to establish and manage an
    Chapter 2. Enterprise Architecture Essentials                     Enterprise Architecture Program. The sections
    Lead Author:                                                      enclose each aspect of EA program
    Michael Tiemann, Booz Allen Hamilton.                             management to specify how to build a high
                                                                      quality EA program to carry out the EA mission;
    Chapter Description:                                              how to provide EA services to stakeholders; and
    This Chapter focuses on EA concepts and                           how to manage EA processes, projects, and
    terminology. The sections in the Chapter will                     products.
    establish concepts, terms, definitions, a common
    language, and a basic understanding of the EA                     Chapter 6. Enterprise Architecture Applications:
    discipline.                                                       Lead Author:
                                                                      Bill Graca, gedas USA & the Enterprise
    Chapter 3. Enterprise Architecture Design                         Architecture Interest Group (EAIG).
    Lead Author:                                                      Chapter Description:
    Haiping Luo, US Department of Veterans Affairs                    (See the next section for a complete description
                                                                      of this Chapter and its Sections’ outlines.)
    Chapter Description:
    This Chapter focuses on EA Principles and                                        2. Chapter 6 Outline
    Patterns. The sections will discuss what is a
    good architecture and what are the good ways                      Applying Enterprise Architecture to Address
    to transform one architectural environment to                                Strategic Challenges
    another environment; identify architectural
    design principles and patterns; and specify                       Chapter Description
    methodology for integrating architectural
    segments into a unified enterprise architecture.                  This chapter focuses on how the discipline of
                                                                      Enterprise Architecture can be applied to
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address strategic challenges in organizations,                             when addressing strategic challenges
resulting in measurable benefits. The EA                                   in the area of enterprise transformation.
discipline provides informed and structured                           1.5. Benefits Realized – this subsection
approaches to realize coordination and manage                              outlines the potential benefits available
changes to achieve an enterprise's goal. The                               to organizations looking to leverage an
impetus of this chapter is to describe how the                             EA approach to addressing strategic
elements of the EA discipline can be arranged to                           challenges in the management of
respond to a set of common intra- and inter-                               enterprise transformation.
organizational strategic problem areas. The                           1.6. Issues and Lessons Learned
chapter is organized to provide the reader with
an analysis of how the EA discipline can be                       2. Portfolio Management – this section
utilized to address strategic challenges in seven                    focuses on how organizations use the
core areas: Strategic Transformation, Portfolio                      concepts of EA to define and manage their
Management, Compliance Management,                                   portfolio of strategic investments. It is the
Partnership Management, Emergency                                    function of capital planning and investment
Management, Merger and Acquisition                                   control in organizations.
Management, and Business Operations.                                 2.1. Common Challenges – this subsection
                                                                          focuses on the identification and
Chapter Outline                                                           definition of some common challenges
                                                                          that organizations face when
1. Strategic Transformation – this section                                attempting to manage their portfolio of
   focuses on how organizations use the                                   strategic investments.
   concepts of EA to transform their company                         2.2. Business Case – this subsection
   in order to achieve their enterprise strategy.                         focuses on why the discipline of
   1.1. Common Challenges – this subsection                               Enterprise Architecture provides a more
         focuses on the identification and                                thorough approach to addressing
         definition of some common challenges                             challenges in the area of enterprise
         that organizations face when                                     portfolio management over traditional
         attempting to manage enterprise                                  means.
         transformation.                                                 2.2.1. Traditional Approaches to
   1.2. Business Case – this subsection                                         Addressing Portfolio Management
         focuses on why the discipline of                                       Challenges
         Enterprise Architecture provides a more                         2.2.2. Shortcomings of Traditional
         thorough approach to addressing                                        Approaches
         challenges in the area of enterprise                            2.2.3. Case for Enterprise Architecture
         transformation over traditional means.                          2.2.4. Objectives for an Enterprise
        1.2.1. Traditional Approaches to                                        Architecture Approach
              Addressing Strategic                                   2.3. Applicable Enterprise Architecture
              Transformation Challenges                                   Designs – this subsection focuses on
        1.2.2. Shortcomings of Traditional                                the identification and definition of the
              Approaches                                                  core EA designs that can be leveraged
        1.2.3. Case for Enterprise Architecture                           to assist organizations in addressing
        1.2.4. Objectives for an Enterprise                               strategic challenges in the area of
              Architecture Approach                                       portfolio management.
   1.3. Applicable Enterprise Architecture                           2.4. Applicable Enterprise Architecture
         Designs – this subsection focuses on                             Approach – this subsection focuses on
         the identification and definition of the                         the identification and definition of the
         core EA designs that can be leveraged                            core elements of an EA approach
         to assist organizations in addressing                            necessary for organizations to consider
         strategic challenges in the area of                              when addressing strategic challenges
         enterprise transformation.                                       in the area of portfolio management.
   1.4. Applicable Enterprise Architecture                           2.5. Benefits Realized – this subsection
         Approach – this subsection focuses on                            outlines the potential benefits available
         the identification and definition of the                         to organizations looking to leverage an
         core elements of an EA approach                                  EA approach to addressing strategic
         necessary for organizations to consider
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         challenges in the management of their                        network of partners in order to deliver value
         enterprise portfolio.                                        to their customers.
    2.6. Issues and Lessons Learned                                   4.1. Common Challenges – this subsection
                                                                            focuses on the identification and
3. Compliance Management – this section                                     definition of some common challenges
   focuses on how organizations use the                                     that organizations face when
   concepts of EA to manage regulatory and                                  attempting to manage their extended
   compliance requirements set forth by                                     network of strategic partners.
   governing bodies.                                                  4.2. Business Case – this subsection
   3.1. Common Challenges – this subsection                                 focuses on why the discipline of
        focuses on the identification and                                   Enterprise Architecture provides a more
        definition of some common challenges                                thorough approach to addressing
        that organizations face when                                        challenges in the area of enterprise
        attempting to manage regulatory and                                 partnership management over
        compliance requirements.                                            traditional means.
   3.2. Business Case – this subsection                                    4.2.1. Traditional Approaches to
        focuses on why the discipline of                                          Addressing Partnership
        Enterprise Architecture provides a more                                   Management Challenges
        thorough approach to addressing                                    4.2.2. Shortcomings of Traditional
        challenges in the area of compliance                                      Approaches
        management over traditional means.                                 4.2.3. Case for Enterprise Architecture
       3.2.1. Traditional Approaches to                                    4.2.4. Objectives for an Enterprise
              Addressing Compliance                                               Architecture Approach
              Management Challenges                                   4.3. Applicable Enterprise Architecture
       3.2.2. Shortcomings of Traditional                                   Designs – this subsection focuses on
              Approaches                                                    the identification and definition of the
       3.2.3. Case for Enterprise Architecture                              core EA designs that can be leveraged
       3.2.4. Objectives for an Enterprise                                  to assist organizations in addressing
              Architecture Approach                                         strategic challenges in the area of
   3.3. Applicable Enterprise Architecture                                  partnership management.
        Designs – this subsection focuses on                          4.4. Applicable Enterprise Architecture
        the identification and definition of the                            Approach – this subsection focuses on
        core EA designs that can be leveraged                               the identification and definition of the
        to assist organizations in addressing                               core elements of an EA approach
        strategic challenges in the area of                                 necessary for organizations to consider
        compliance management.                                              when addressing strategic challenges
   3.4. Applicable Enterprise Architecture                                  in the area of partnership management.
        Approach – this subsection focuses on                         4.5. Benefits Realized – this subsection
        the identification and definition of the                            outlines the potential benefits available
        core elements of an EA approach                                     to organizations looking to leverage an
        necessary for organizations to consider                             EA approach to addressing strategic
        when addressing strategic challenges                                challenges in the management of their
        in the area of compliance management.                               extended network of enterprise
   3.5. Benefits Realized – this subsection                                 partners.
        outlines the potential benefits available                     4.6. Issues and Lessons Learned
        to organizations looking to leverage an
        EA approach to addressing strategic                       5. Emergency Management – this section
        challenges in the management of                              focuses on how organizations use the
        regulatory and compliance                                    concepts of EA to rapidly adapt to
        requirements.                                                emergency situations.
   3.6. Issues and Lessons Learned                                   5.1. Common Challenges – this subsection
                                                                          focuses on the identification and
4. Partnership Management – this section                                  definition of some common challenges
   focuses on how organizations use the                                   that organizations face when
   concepts of EA to manage their extended                                attempting to enterprise emergencies.
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    5.2. Business Case – this subsection                                         Acquisition Management
         focuses on why the discipline of                                        Challenges
         Enterprise Architecture provides a more                          6.2.2. Shortcomings of Traditional
         thorough approach to addressing                                         Approaches
         challenges in the area of emergency                              6.2.3. Case for Enterprise Architecture
         management over traditional means.                               6.2.4. Objectives for an Enterprise
        5.2.1. Traditional Approaches to                                         Architecture Approach
               Addressing Emergency                                   6.3. Applicable Enterprise Architecture
               Management Challenges                                       Designs – this subsection focuses on
        5.2.2. Shortcomings of Traditional                                 the identification and definition of the
               Approaches                                                  core EA designs that can be leveraged
        5.2.3. Case for Enterprise Architecture                            to assist organizations in addressing
        5.2.4. Objectives for an Enterprise                                strategic challenges in the area of
               Architecture Approach                                       merger and acquisition management.
    5.3. Applicable Enterprise Architecture                           6.4. Applicable Enterprise Architecture
         Designs – this subsection focuses on                              Approach – this subsection focuses on
         the identification and definition of the                          the identification and definition of the
         core EA designs that can be leveraged                             core elements of an EA approach
         to assist organizations in addressing                             necessary for organizations to consider
         strategic challenges in the area of                               when addressing strategic challenges
         emergency management.                                             in the area of merger and acquisition
    5.4. Applicable Enterprise Architecture                                management.
         Approach – this subsection focuses on                        6.5. Benefits Realized – this subsection
         the identification and definition of the                          outlines the potential benefits available
         core elements of an EA approach                                   to organizations looking to leverage an
         necessary for organizations to consider                           EA approach to addressing strategic
         when addressing strategic challenges                              challenges in the management of
         in the area of emergency management.                              mergers and acquisitions.
    5.5. Benefits Realized – this subsection                          6.6. Issues and Lessons Learned
         outlines the potential benefits available
         to organizations looking to leverage an                  7. Business Operation – this section focuses
         EA approach to addressing strategic                         on how organizations use the concepts of
         challenges in the management of their                       EA to support their day to day business
         enterprise emergencies.                                     operations.
    5.6. Issues and Lessons Learned                                  7.1. Common Challenges – this subsection
                                                                          focuses on the identification and
6. Merger and Acquisition (M&A)                                           definition of some common challenges
   Management – this section focuses on how                               that organizations face when
   organizations use the concepts of EA to                                attempting to manage their day to day
   smooth the joining of two entities in either a                         business operations.
   merger or acquisition.                                            7.2. Business Case – this subsection
   6.1. Common Challenges – this subsection                               focuses on why the discipline of
        focuses on the identification and                                 Enterprise Architecture provides a more
        definition of some common challenges                              thorough approach to addressing
        that organizations face when                                      challenges in the area of business
        attempting to manage a merger or                                  operation over traditional means.
        acquisition.                                                     7.2.1. Traditional Approaches to
   6.2. Business Case – this subsection                                        Addressing Operational
        focuses on why the discipline of                                       Challenges
        Enterprise Architecture provides a more                          7.2.2. Shortcomings of Traditional
        thorough approach to addressing                                        Approaches
        challenges in the area of merger and                             7.2.3. Case for Enterprise Architecture
        acquisition management over                                      7.2.4. Objectives for an Enterprise
        traditional means.                                                     Architecture Approach
       6.2.1. Traditional Approaches to                              7.3. Applicable Enterprise Architecture
              Addressing Merger and                                       Designs – this subsection focuses on
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             the identification and definition of the                          when addressing strategic challenges
             core EA designs that can be leveraged                             in the area of business operations.
             to assist organizations in addressing                        7.5. Benefits Realized – this subsection
             strategic challenges in the area of                               outlines the potential benefits available
             business operations.                                              to organizations looking to leverage an
        7.4. Applicable Enterprise Architecture                                EA approach to addressing strategic
             Approach – this subsection focuses on                             challenges in the management of
             the identification and definition of the                          business operations.
             core elements of an EA approach                              7.6. Issues and Lessons Learned
             necessary for organizations to consider
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