Zachman Classification, Implementation & Methodology

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Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates StanL@offline.com www.zachmaninternational.

Com, MBA, Queen s provides leadership and consulting support to leading corporations and large government organisations in the areas of Enterprise Architecture including Business semantic,

1 Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates As Managing Director of Metadata Systems Software (Canada) Inc., Stan Locke B.Com, MBA, Queen s provides leadership and consulting support to leading corporations and large government organisations in the areas of Enterprise Architecture including Business semantic, transformation, organization, timing and motivation components. His specialised database and repository capabilities in model management integration, software engineering and project implementation have helped numerous large organisations with the unique know-how to strategically implement Enterprise Architecture. He brings his years of learning experience to the Framework Implementation. In April 2004, he was appointed Managing Director and Chief Operating Officer of Zachman Framework Associates. Stan was a systems designer in a University Personnel setting for seven years; occupied a number of management roles of data groups for a high growth public telephone company for seven years; gave guidance as the Principal Consultant to the practice of business modelling for an early entry enterprise architecture consulting firm for 4 years; and has directed a system software company for 12 years. His professional interest has long been in the metasystems, metadata and metaframeworks arena. As a long time associate of John Zachman they served for a number of years on the International Repository Application Development board together. His work over the past dozen years has been directed at applied research of framework compliant techniques and framework teaching standards and tools, particularly with not-for-profit organizations and governments who share models. Stan has been active in church affairs over this same time period, serving in many Presbyterian congregations as Finance chairman, Board chairman, Stewardship chair, and Elder for much of that time. His particular interest in the past few years has been in the worldwide Alpha program, initiated by Holy Trinity Church (Anglican), Brompton (London) England. He and his wife are active members of Kingsway-Lambton United Church in Toronto. He also assists with his wife s musical interests particularly in support of the 350 voice strong Toronto Children s Chorus and The Oriana, a auditioned women s choir, and both sons and daughters love of music. Copyright Zachman Framework Associates Slide 2 1

2 Zachman Overview Topics 1. Classification the way we describe the business 2. Implementation the way we deploy business solutions 3. Methodology the way we accomplish the solution Copyright Zachman Framework Associates Slide 6 Is all about breaking things into component pieces Copyright Zachman Framework Associates Slide 7 2

3 Proposition Theory Thing is related to Thing Where thing has existence And thing has characteristics of interest And thing is a count noun allowing the abstraction to a set or class Copyright Zachman Framework Associates Slide 8 What How Where Who When Why Scope Business System Technology Component Operations Copyright Zachman Framework Associates Slide 9 3

4 Columnar Taxonomy Thing Entity Transform Location Role Cycle end Association Relationship Input Connection Work Moment Means Copyright Zachman Framework Associates Slide 16 Point in Time, Length of time Copyright Zachman Framework Associates Slide 19 4

5 Point in Time, Length of time Copyright Zachman Framework Associates Slide 20 Where is Quality Job 1? Copyright Zachman Framework Associates Slide 21 5

6 Where is counting accuracy critical? Copyright Zachman Framework Associates Slide 22 Where is intellectual capital paramount? Copyright Zachman Framework Associates Slide 23 6

7 The constant cry Where is it? Copyright Zachman Framework Associates Slide 24 Capable of answering Why Copyright Zachman Framework Associates Slide 25 7

8 Industry Examples Name major companies or industries 1. require very high integrity in enumerating things Financial Institutions, Statisticians, Actuaries 2. that are concerned about the process quality Manufacturers 3. who are constantly adjusting their logistics routes Transportation, Retailers 4. that have high intellectual capital outputs Consulting, Educational Institutions 5. who are driven by something at a moment in time Emergency Services, Orchestras 6. who are driven by their goals alone The church Copyright Zachman Framework Associates Slide 26 Classification Topics Some magic which allows us to cope with: Significantly increasing complexity more with less resources different outcomes from the present Rapidly decreasing time to market Or from idea to implementation Constant evolution in implementation Technology Silver Bullets Best Practices & Better Methods (Methodology) Copyright Zachman Framework Associates Slide 27 8

9 Helping Words Linguists tell us that helping words assist in understanding the context of communication clarify our ability to understand what something does not mean Copyright Zachman Framework Associates Slide 42 outcomes Lists identify scope boundaries semantic models define business concepts schematic models represent system logic blueprint models specify technology constructs listings configure component instructions instances realize enterprise operations Copyright Zachman Framework Associates Slide 46 9

10 Helping Words Constructs Visionaries lists identify scope boundaries Executive Leaders semantic models define business concepts Architects schematic models represent system logic Engineers blueprint models specify technology constructs Implementers listings configure component instructions Workers instances realize enterprise operations Copyright Zachman Framework Associates Slide 49 What How Where Who When Why Scope Business System Technology Component Operations Copyright Zachman Framework Associates Slide 50 10

11 Ontology Each class has a unique set of enterprise knowledge No two classifications overlap Each Classification can be named The classification content is described by a unique thing-relationship-thing model. Copyright Zachman Framework Associates Slide 51 Framework Metamodel Specifies the operating characteristics between the classifications in a framework What is produced (deliverable) How, or Why, When, Where and Who and the meta constructs of the four frameworks. Copyright Zachman Framework Associates Slide 52 11

12 So could we have missed some important history? The Zachman framework is deceivingly simple There are four metaframeworks in the Zachman set Implementation is different than Classification Methodology is the value choices we make on the architecture primitives Copyright Zachman Framework Associates Slide 61 Classification Constructs ~ the cell Cell Width ( enterprise vs less than enterprise) Cell Depth ( planning vs implementation detail) Cell Slivers Horizontal ( planning & control ) Vertical ( implementation ) Copyright Zachman Framework Associates Slide 63 12

13 Each cell is a discrete deliverable Interrogative Perspective Audience Perspective Unique Deliverable Copyright Zachman Framework Associates Slide 64 Cell width and depth How much of the Enterprise is covered? In how much detail? High Level of Detail Model Or Excruciating Detail Models s l i v e r sliver Horizontal Sliver or a Vertical Sliver Copyright Zachman Framework Associates Slide 65 13

14 Cell width and depth How much of the Enterprise is covered? In how much detail? High Level of Detail Model Or Excruciating Detail Models good for enterprise sliver planning s l i v e r Adding detail is a function of a cell not a column s l i v e r s l i v e r good for enterprise implementation Horizontal Sliver or a Vertical Sliver Planning Sliver or an Implementation Sliver Copyright Zachman Framework Associates Slide 66 Each cell is a unique primitive Interrogative Perspective Audience Perspective Primitive Perspective Copyright Zachman Framework Associates Slide 67 14

15 Is all about breaking things into component pieces Copyright Zachman Framework Associates Slide 68 Zachman Topics 1. Classification the way we describe the business 2. Implementation the way we deploy business solutions 3. Methodology the way we accomplish the solution Copyright Zachman Framework Associates Slide 69 15

16 Zachman Topics however Copyright Zachman Framework Associates Slide 70 Integration is about assemblies Holistic nature of Business Integrating the answers Integrating component details Diagonal integration implications Making composites for practical use Copyright Zachman Framework Associates Slide 71 16

17 Three kinds of Integration Copyright Zachman Framework Associates Slide 72 Three kinds of Composites Copyright Zachman Framework Associates Slide 73 17

18 The Hexagonal Model Where When What How Who Why Motivation Location Process People Time Data Sequence Network Work Copyright Zachman Framework Associates Slide 74 Interconnecting the cells creates integrated viewpoint People V V V Time Location Motivation Process Data Copyright Zachman Framework Associates Slide 75 18

19 Interconnecting the cells creates integrated viewpoint People V V V Time Location Motivation Process Data Copyright Zachman Framework Associates Slide 76 Integration ~ Ensures Quality 15 Matrices (if no relationship direction) Completeness Leveling Pattern Emergence 30 Matrices (if relationships have direction) Completeness Leveling Pattern Emergence Copyright Zachman Framework Associates Slide 77 19

20 Column Integrations 0 c1 c2 c3 c4 c5 c6 c1 c1-c1 c1-c2 c1-c3 c2 c2-c1 c2-c2 c2-c3 c1-c4 c1-c5 c1-c6 c2-c4 c2-c5 c2-c6 c3 c3-c1 c3-c2 c3-c3 c3-c4 c3-c5 c3-c6 c4 c4-c1 c4-c2 c4-c3 c4-c4 c4-c5 c4-c6 c5 c5-c1 c5-c2 c5-c3 c5-c4 c5-c5 c5-c6 c6 c6-c1 c6-c2 c6-c3 c6-c4 c6-c5 c6-c6 Copyright Zachman Framework Associates Slide 78 Zachman Topics however Copyright Zachman Framework Associates Slide

21 Primitives and Composites No Diagonal moves on Framework The place of objects in Architecture What s next in the object world Copyright Zachman Framework Associates Slide 102 The Diagonal Move What How Where Who When Why Scope Business System Technology Component Operations Copyright Zachman Framework Associates Slide

22 The Diagonal Issue What How Where Who When Why Scope Business System Technology Component Is No Architecture Operations Copyright Zachman Framework Associates Slide 104 Scope Business System Technology Component Where When What How Who Why Where When What How Who Why Where When What How Who Why Where When What How Who Why Where When What How Who Why Copyright Zachman Framework Associates Slide

Copyright 1998-2005 Zachman Framework Associates Slide 112 Objects are integrations Assemblies involve more than 1 cell

23 Copyright Zachman Framework Associates Slide 112 Objects are integrations Assemblies involve more than 1 cell Often traverse over the rows Are implementation mechanisms Copyright Zachman Framework Associates Slide

24 Classic (Business) Object Theory Entity: set of class of Structure Object Instance of Behaviour Transform Copyright Zachman Framework Associates Slide 117 Business Objects are Composites Template Class Entity: set of class of Object Instance of Structure Transform Behaviour Send Receive Messages Expose Interface Interpret Rules Triggers Copyright Zachman Framework Associates Slide

25 Business Object to Questions Entity: set of class of what Structure how Object Transform Instance of Behaviour Send Receive Messages Template Class Expose Interface Interpret Rules Triggers why where who when Copyright Zachman Framework Associates Slide 119 Is all about assembly of things from component pieces Copyright Zachman Framework Associates Slide

26 Methodology Some magic which allows us to cope with: Significantly increasing complexity more with less resources different outcomes from the present Rapidly decreasing time to market Or from idea to implementation Constant evolution in implementation Technology Silver Bullets Best Practices & Better Methods (Methodology) Copyright Zachman Framework Associates Slide 122 Repeatable way to implement Copyright Zachman Framework Associates Slide

27 Methodology in summary Determines which questions will be answered Determines which audience perspectives will be addressed That is: what classifications will be done What width of the classification will be done What depth of the classification will be done Which components will be integrated Which components will be transformed This sets the standards that will apply Copyright Zachman Framework Associates Slide 124 TOGAF is a methodology Formulated on the Zachman Classification Which cells to cover with which implementation deliverables Which order, with whom and under what governance Which transformations to ensure between the audience layers Copyright Zachman Framework Associates Slide

28 Framework is neutral to methodology Choosing which frameworks Which cells What depth Which slivers What is to be integrated What is to be transformed Are Decisions outside the classification Copyright Zachman Framework Associates Slide 126 Random Selection Copyright Zachman Framework Associates Slide

Natural Integration Copyright 1998-2005 Zachman Framework Associates Slide 128 First the bad news

29 Natural Integration Copyright Zachman Framework Associates Slide 128 First the bad news There is more than one Zachman framework Copyright Zachman Framework Associates Slide

30 The Zachman Metaframeworks Product Enterprise Profession Classification Copyright Zachman Framework Associates Slide 130 The Zachman Framework Set depth Product Enterprise Enterprise Enterprise [should-be] [might-be] [could-be] [to-be] [as-is] Classification Profession As Is To Be Might Be Should Be Will Be Could Be Copyright Zachman Framework Associates Slide

31 The Zachman Framework Set depth Product Enterprise Enterprise Enterprise [should-be] [might-be] [could-be] [to-be] [as-is] Classification Profession As Is To Be Might Be Should Be Will Be Could Be Copyright Zachman Framework Associates Slide 132 The Zachman Framework Set Inheritance Product Enterprise Profession Classification Copyright Zachman Framework Associates Slide

32 Now the good news There are only four frameworks They all obey the underlying normative structure Copyright Zachman Framework Associates Slide 134 Zachman Overview Topics 1. Classification the way we describe the business 2. Implementation the way we deploy business solutions 3. Methodology the way we accomplish the solution 4. Elaboration the way we accomplish the solution Copyright Zachman Framework Associates Slide

New Trends That Can Change Our Role

"Architecture" Architecture... what is it? Enterprise Architecture Some people think this is Architecture: New Trends That Can Change Our Role John A. Zachman Zachman International 2222 Foothill Blvd.