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  • World-Class EA:

    Business Reference Model

    A White Paper by:

    Mick Adams, EY

    Don Clasen, EY

    Peter Haviland, EY

    Yasalde Jimenez, EY

    Kate Lazar, EY

    Richard Noon, EY

    Navdeep Panaich, EY

    Mike Turner, EY

    May, 2014

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    Copyright 2014, The Open Group

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    World-Class EA: Business Reference Model

    Document No.: W146

    Published by The Open Group, May, 2014.

    Any comments relating to the material contained in this document may be submitted to:

    The Open Group, 44 Montgomery St. #960, San Francisco, CA 94104, USA

    or by email to:

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    Table of Contents

    Introduction .............................................................................. 5

    Background ............................................................................................ 5

    Why do we need a Business Reference Model? .......................................... 5

    What do we mean by Business Architecture? ............................................. 6

    Document Purpose .................................................................................. 6

    The Business Reference Model ................................................... 7

    Overview ................................................................................................ 7

    The Environment Perspective ................................................................... 8

    The Value Proposition Perspective ............................................................ 9

    The Operating Model Perspective ........................................................... 10

    The Risk Perspective ............................................................................. 12

    The Compliance Perspective .................................................................. 12

    Quality Attributes of a Business Architecture ........................... 14

    Conclusions ............................................................................. 15

    About the Authors ................................................................... 16

    Mick Adams, EY ................................................................................... 16

    Don Clasen, EY .................................................................................... 16

    Peter Haviland, EY ................................................................................ 16

    Yasalde Jimenez, EY ............................................................................. 16

    Kate Lazar, EY ..................................................................................... 16

    Richard Noon, EY ................................................................................. 17

    Navdeep Panaich, EY ............................................................................ 17

    Mike Turner, EY ................................................................................... 17

    Acknowledgements .................................................................. 18

    About The Open Group ........................................................... 19

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    Boundaryless Information Flow achieved through global interoperability

    in a secure, reliable, and timely manner

    Executive Summary

    Business architecture is being used to design, plan, execute, and govern change

    initiatives throughout public and private sector entities. An architectural approach can

    systematically highlight the most effective state for a given environment, and then

    define how change can be effected within acceptable benefit, cost, and risk

    parameters. A key challenge to this approach is the consistent definition of the

    organization and where it needs to be, and in response this White Paper introduces a

    comprehensive reference model for business. The Business Reference Model (BRM)

    can be applied to both private and public sector organizations alike, and gives

    complex organizations a common way to view themselves in order to plan and

    execute effective transformational change.

    It is envisaged that the introduction of a BRM into a transformation planning exercise

    will increase collaboration across the business, increase awareness of organizational

    opportunity and risk, and facilitate more holistic business investment; all of which

    culminates in an improved and more sustainable working environment leading to a

    better working world.

    By offering a BRM through The Open Group, we hope to facilitate Boundaryless

    Information Flow across competing and collaborating organizations and increase

    acceptance of business architecture as a transformation enabler.

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    Introduction

    Background

    The discipline of Enterprise Architecture (EA) has made steady progress in developing beyond an initial

    focus on Information Technology (IT) infrastructure. It is now commonplace to see modern EA teams that

    address a broad spectrum of issues spanning people, information, process, technology, and security. These

    teams are often described as business-focused EA teams, or simply business architecture teams. The Business

    Reference Model (BRM) is part of this progression, providing a simple, yet comprehensive reference model

    for business architecture topics in a form that is accessible to a broad community of stakeholders.

    The global business environment is becoming increasingly volatile and competitive as ecosystems of

    organizations are formed, with increasing levels of inter-dependency. The ability to respond to new market

    realities in an agile and aligned manner has become essential for competitive differentiation. In this context,

    business architecture is a powerful tool, as it allows organizations to generate comprehensive viewpoints that

    are easily comprehended by stakeholders. Good stakeholder understanding of issues and potential solutions

    facilitates informed and decisive responses to strategic challenges.

    In the past, architectural techniques were used to model business architecture in order to elicit systems and

    infrastructure requirements. However, it is increasingly common now to see business architecture being used

    as the dominant paradigm to develop and describe target business models in a holistic fashion. When

    discussing business within this context, the term is used in the broadest sense and could include

    corporations, government bodies, NGOs, academic institutions, and many other forms of entity that employ

    significant quantities of people and technology to provide services to a customer base.

    For many years, the TOGAF Technology Reference Model (TRM) has provided a set of cross-industry

    concepts to allow organizations to normalize their approach to Technology Architecture. This White Paper

    addresses similar issues for the practice of business architecture through the introduction of a BRM.

    Why do we need a Business Reference Model?

    Today, the term business architecture is commonly encountered. However, when examining the scope and

    focus of different business architecture practitioners, it becomes clear that there is a large amount of

    flexibility in the term. The intent of this White Paper is to create a reference model that can be used to

    consistently discuss any business (public or private), whilst allowing for different architecture approaches

    and analysis techniques. Such a model should support open collaboration between architecture service

    providers and act as a catalyst for the development of business architecture practice.

    The Open Group mission of Boundaryless Information Flow fundamentally depends on the usage of common

    concepts and models that can be shared by collaborating and competing organizations to enable open, fair,

    and effective interaction between all parties. Publication of a BRM provides a common tool for business

    architecture, which can be shared between organizations, facilitating collaboration and consistency.

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    What do we mean by Business Architecture?

    At its core, business architecture is about actively managing the business so it can take full advantage of

    opportunities afforded by new technologies, partnerships, regulatory change, or other market factors. By

    providing transparency across traditionally siloed and opaque business assets, business leaders can drive

    performance improvement from a truly business perspective so that risks may be managed, opportunities

    identified and exploited, and business cases established. In todays climate where business change is often

    held hostage to the limitations and schedules of IT, this can result in considerable competitive advantage.

    The challenge that business architecture seeks to address is to create a view of the business that allows

    multiple decision-makers to make the right corporate choices together; and once that view has been created, a

    pathway through the important decisions must be made to unlock organizational potential. Business

    architecture is the process of creating this view, and the pathway through which to travel.

    Document Purpose

    This White Paper is part of series of World-Class EA papers generated via the Architecture Forum within

    The Open Group. The purpose of these papers is to look at how architectural techniques and leading-practice

    may be applied to drive practical value by an organization as it seeks to continue its EA journey.

    This White Paper provides some of the guidance that organizations need in order to develop business

    architecture assets that will help them identify and resolve business issues, manage business and technology

    change, and plan for the future. It is based on the experiences of the authors and in particular focuses on

    providing a model that can be readily understood and discussed with a wide variety of stakeholders. This

    BRM can be used out-of-the-box, extended, or customized to represent the organization based on its unique

    characteristics and the specific requirement at hand.

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    The Business Reference Model

    Overview

    The Business Reference Model (BRM) has been developed with the following principles in mind. The BRM

    is:

    Generic to the extent that it is applicable to organizations of all sizes within any industry, from small and

    agile entrepreneurial set-ups to large corporate enterprises with multiple lines of business

    Extendable across organizational boundaries to include suppliers, partners, and customers

    Customizable in order to accurately represent the business functions within an organization

    Figure 1 provides an overview of the structure and content of the BRM:

    Business ModelBusiness Model

    Environment

    Market Context Competitors Customers

    Value Proposition

    Product

    Service

    Brand

    Shareholder Value

    Operating Model

    Capabilities Governance

    Risk

    Value Chain

    Partners & Ecosystem

    Finance Assets

    Compliance

    Commercial Legal and Regulatory Social ResponsibilityQuality Safety

    Strategy

    Financial

    Operational

    Strategic

    Controls

    Figure 1: Structure and Content of the BRM

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    The BRM is intended to facilitate description of a business model through five perspectives:

    The Environment perspective addresses the context within which an organization must operate. It

    describes the external factors, such as the competitors, regulation, and customers for an organization, in

    addition to the overall strategy possessed by the organization for market positioning. This perspective is

    intended to describe why an organization is motivated to undertake particular courses of action.

    The Value Proposition perspective describes the offering produced by the organization in terms of

    products, services, brand, and shareholder value. This perspective is intended to describe what impact an

    organization wishes to generate and how that will generate value for stakeholders.

    The Operating Model perspective describes the resources at the disposal of the organization that will be

    deployed to generate the value proposition. This perspective is intended to describe how an organization

    will be able to deliver on its value proposition. Capabilities can be thought of as combinations of people,

    process, information, and technology that can be internally or externally sourced.

    The Risk perspective identifies the uncertainties that may surround an organization in its delivery of the

    value proposition. This perspective is intended to describe the threats that face an organization from

    within and without.

    The Compliance perspective represents the set of criteria that the organization must adhere to in order to

    assure that the value proposition is delivered using an acceptable standard of business practice. This

    perspective is intended to describe the constraints that prevent an organization from acting in negative,

    destructive, or inappropriate ways and the corresponding opportunities that can be exploited from a

    differentiated compliance position.

    Although the five perspectives are to be found in all organizations, the reference model needs to be

    considered in context of each individual firm. For example, entrepreneurial small firms typically have fewer

    risk management functions, lack corporate management and controls, and pay less focus on particular

    compliance abstract functions. Therefore, prioritization and scoping are central to the proper use of the BRM.

    The arrows between perspectives illustrate the impacts that are generated as the Environment, Value

    Proposition, Risk profile, and Compliance environment all generate specific requirements to be met by the

    Operating Model.

    The following sections describe each of these five perspectives in more detail.

    The Environment Perspective

    The Environment perspective addresses the context within which an organization must operate. It describes

    the external factors, such as the competitors and customers for an organization, in addition to the pre-

    established strategy defined by the organization for market positioning. This perspective is intended to

    describe why an organization is motivated to undertake particular courses of action.

    The goal of understanding the business environment is to provide a good contextual knowledge base that

    informs the creation of effective architectures in the Value Proposition, Operating Model, and Risk

    perspectives.

    The business challenge is to gain and exploit insights into the market, competition, and customer base that

    allow the organization to position itself optimally (described through strategy). For example, a business may

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    identify a set of strategic weaknesses in its competition that uniquely position the organization to deliver new

    solutions that address unmet customer needs.

    The factors to be considered within the Environment perspective are as follows:

    Market Context: This factor examines the overall industry value chain within which the organization

    operates. Considerations within this factor could include the relationships between suppliers and

    providers within the value chain, regulatory constraints, tax regimes, international accords, the value of

    the market, how costs and value are distributed across the value chain, industry trends, relationships with

    adjacent industries, etc.

    Competitors: This factor examines organizations that provide similar, competing capabilities.

    Competitor analysis typically focuses on understanding the value proposition of competing organizations

    and measuring comparative quality and business performance attributes, such as customer satisfaction,

    customer retention, market share, and profitability.

    Customers: This factor seeks to understand the current and potential customers of the organization. For

    many organizations, the customer perspective is central to establishing future direction, providing an

    outside-in perspective. Typically, customer analysis examines the customer base from a perspective of

    market potential (i.e., how many customers exist, with what level of consumption), customer

    segmentation (i.e., what different types of customers exist and how do their needs differ), customer

    journey and experience (i.e., how does the customer experience the value proposition of the organization

    within a broader context of meeting their own needs), and customer satisfaction (i.e., how well is the

    organization meeting the needs of customers and how are they responding). The culture and values of the

    organization are likely to dictate a product versus customer orientation and focus within this analysis.

    Strategy: This factor establishes drivers and objectives for the organization that provides a context for

    shaping the value proposition and the supporting operating model. Strategy is modeled within the

    Context perspective, as it is assumed that at any point in time a set of strategic statements have been

    determined and are committed to by the organization (hence they are givens for architectural

    assessment). Strategy makes explicit choices about the ambition level and focus areas of the organization

    that drive capability development and prioritization. For example, a strategy may state: We will grow

    our subscriber base by expanding into new markets or: We will focus our efforts in product categories

    where we can be number one or number two in the market, which would then have concrete

    implications for remaining areas of the architecture.

    The Value Proposition Perspective

    The Value Proposition perspective describes the offering produced by the organization in terms of products,

    services, brand, and shareholder value. It creates a belief from the existing customer, prospective costumer,

    stakeholder, or other constituent groups within or outside the organization where the value will be

    experienced usually in exchange for economic value or some form of compensation.

    The goal of understanding the value proposition is that it defines the customer experience and sets

    shareholder expectations. The value proposition also provides a baseline set of needs that need to be fulfilled

    by the Operating Model perspective.

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    The business challenge is to develop a value proposition that is able to attract a suitable customer base, fulfil

    the needs of the customer base effectively, and generate sufficient benefit to satisfy shareholder expectations.

    All this needs to be achieved in a way that is consistent with, and reinforces, brand image and brand values.

    The factors to be considered within the Value Proposition perspective are as follows:

    Product: A Product is a tangible asset that is produced by a company, consumed by its customers, to

    satisfy a business need or solve a particular business problem in order to meet a specific value

    proposition. The quality of a product can be standardized and reproduced. Considerations within this

    factor include analysis of product portfolio, pricing, features, marketing messages, applicable customer

    segments, sales volumes, customer satisfaction, customer retention, and future development roadmaps.

    Service: Service is the production of tangible benefit via a process which, through some form of

    exchange, satisfies an identified business need. The quality of a service can vary depending on the

    service provider. Service-based organizations offer services as their core offering in order to generate

    revenue. All organizations offer a set of supporting services such as customer care that allow a

    customer to effectively interact with the business. Services can apply within all types of organization and

    do not necessarily need to result in a direct exchange of financial value. For example, government

    agencies provide a variety of services to citizens as a part of their public service mission. Typically,

    services are understood through the consideration of processes, service levels, user journeys and stories,

    and cost to serve models.

    Brand: A Brand is the name, term, design, or symbol that identifies a seller's (vendor) product from

    another. A brand forms the identity associated with a business, product, or service and becomes the

    object to which a customer or shareholder forms emotional attachment. Brands typically are modelled

    through the perspective of design, experience, and values. Typically, a brand will form associations with

    certain concepts and emotions over time all products and services associated with the brand should

    align with and reinforce the positive aspects of these perceptions in order to ensure a clear and effective

    value proposition.

    Shareholder Value: This is the value shareholders are able to obtain through financial investment in a

    company. The primary goal for a company is to increase shareholder value. Shareholder value is

    typically a composite of operating profit, assets, and perception of future prospects. The mix of value

    components can be very different for different organizations and consequently it is critically important to

    understand what shareholders value about a company before attempting to change. For example, a

    company that is highly valued for future potential to introduce new products is unlikely to generate

    significant shareholder value in making incremental adjustments to operational performance.

    The Operating Model Perspective

    The Operating Model perspective describes the resources at the disposal of the organization that will be

    deployed to generate the value proposition. This perspective is intended to describe how an organization will

    be able to deliver on its value proposition. Capabilities are the core enablers to operate the business from the

    perspectives of people, process, technology, and information.

    The goal of operating model design is to allow executives and planners to evaluate the business through a

    wide variety of lenses and viewpoints in order to identify desired and enhanced states of the organization.

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    The business challenge is to identify the correct alignment of resources that will deliver the necessary

    customer and shareholder experience. Typical trade-offs to evaluate when structuring capabilities include

    centralization versus federation, matrix organization structures versus vertical integration, core versus context

    analysis, and process alignment versus competency alignment. The results of these trade-offs will produce

    different levels of efficiency versus agility versus stakeholder experience across different areas of the

    business.

    The factors to be considered within the Operating Model perspective are as follows:

    Value Chain: This factor examines the role of the business within the broader industry value chain and

    models the flows from initial source suppliers into the enterprise and corresponding flows from the

    enterprise to ultimate consumers. Analysis within this area typically focuses on optimizing the

    positioning of the organization within the broader industry by examining the supply chain and channels

    to market.

    Capabilities: Capabilities are modular units combining people, process, technology, and information in

    order to execute particular functions of the organization. In addition to examining the structural

    composition of capabilities, it is typical to model and analyze end-to-end processes (e.g., order to cash) as

    a mechanism to understand the dependencies and handover points between organization and process

    silos.

    Governance: The executive functions of an organization consume management information generated

    by the execution of capabilities and then steer the direction of the business accordingly. Corporate

    management and control functions are heavily dependent on management information, decision support,

    and communication channels to be able to operate effectively. Analysis within this area typically focuses

    on providing effective models for reporting, analytics, performance management, quality management,

    financial governance, product portfolio management, controls, and communications.

    Partners & Ecosystem: This factor examines internal and external entities that support the business

    ecosystem by complementing and/or providing core business functions. Typically, an ecosystem of

    partners can be exploited to generate competitive advantage, such as establishing the dominance of

    industry platforms. Analysis of partner capabilities includes the definition of which capabilities should be

    sourced from partners, what levels of partnership should exist and how partnering occurs on different

    levels, which types of partners should be used in which circumstances, and which partners are preferred

    for which purposes.

    Finance: This factor examines the usage of financial instruments to perform business operations and to

    implement change. Finance architecture models revenue streams alongside the cost profile of the

    business and also supports evaluation of a variety of analysis, such as balancing fixed versus variable

    costs, capital versus revenue, budgeting, and cash flow. Note that within this model, the Finance

    architecture is focused specifically on the flows of money through the organization and not on the

    corporate capabilities that are required to operate the Finance function (which are captured as

    capabilities).

    Assets: This factor examines the objects that are owned by the business and are deployed to support

    business operations. Typical assets would include IT systems, office buildings, distribution centers,

    machinery, etc. Typically, asset modelling is specific to the class of asset or the industry of the business.

    For example, modelling the electricity futures assets owned by an energy trading company would be very

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    different to modelling the energy grid assets owned by a power generation company. Classic application

    and technology architecture disciplines within EA are widely adopted techniques for modelling IT assets.

    The Risk Perspective

    The Risk perspective identifies the uncertainties that may surround an organization in its delivery of the value

    proposition. This perspective is intended to describe the threats that face an organization from within and

    without. Typically, organizations model their architecture around the known, repeatable aspects of business

    operations. However, within a complex and volatile environment, unforeseen circumstances frequently occur

    in ways that may be extremely damaging to the business.

    The goal of risk analysis is to gain a full understanding of potential scenarios that may adversely impact the

    business and then to prepare appropriately to address those risks in the event that they occur.

    The business challenge of risk modelling is to ensure that risks are adequately understood (it is a great

    challenge to test for completeness in an exercise of identifying unlikely or unforeseeable scenarios), the

    impact of risk is appropriately quantified (again, challenging to accurately determine when there is limited

    precedent), and the mitigation steps for risks are appropriate to the risk level (in many organizations, over-

    compensation for risk can be as damaging as under-compensation, as valuable business activities are

    curtailed due to risk concerns).

    The following classes of risk are typically addressed:

    Financial: The potential of loss arising from an entity not meeting its financial obligations.

    Operational: Internal or external factors that impact the entity's ability to manage its business operations

    or service its customers.

    Strategic: Potential impact to an entity's value proposition or operating model due to external factors in

    the market.

    Controls: The risk that the compliance regime in place is not followed, or is insufficient to ensure that

    compliant behaviour is observed.

    The Compliance Perspective

    The Compliance perspective represents activities that the organization must carry out in order to assure that

    the value proposition is delivered using an acceptable standard of business practice. This perspective is

    intended to describe the constraints that prevent an organization from acting in negative, destructive, or

    inappropriate ways. In many cases, compliance can offer opportunities for organizations to differentiate, by

    being first to access new markets by being compliant with new legislation.

    The Compliance perspective acts in a similar manner to the Environment perspective in that it influences

    across value proposition, operating model, and risk, constraining all activities of the business to be in

    compliance with standards of acceptability.

    The goal of the compliance architecture is to adequately understand the compliance requirements that exist

    and to ensure that appropriate mechanisms are in place to ensure they are met.

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    The business challenge of compliance is to appropriately translate commercial, quality, ethical, legal, and

    regulatory constraints (which tend to be complex and open to interpretation) into a set of clear, unambiguous

    operational policies that can be followed consistently and at scale within a large organization. Interpretations

    that are too risk-seeking in nature will tend to generate compliance breaches, with associated financial and

    reputational penalties. Interpretations that are too risk-averse will tend to stifle business activities and reduce

    the ability of the business to change quickly to meet new environmental circumstances.

    The factors to be considered within the Compliance perspective are as follows:

    Commercial: Supplier interaction, contracting, and procurement require consistent practices, standards

    of behaviour, policies, and controls to address bribery and corruption risks, to ensure effective use of

    funding, and also to effectively mitigate against credit and counter-party risks.

    Quality: The processes and controls that are in place to ensure that products and services are created,

    supplied, or executed with acceptable levels of quality, in alignment with the value proposition and other

    compliance factors.

    Legal and Regulatory: All businesses are subject to a wide variety of applicable laws and regulations.

    Understanding the regulatory and legislative constraints for a large and complex business is a

    considerable undertaking. Analysis within this factor involves the identification of the most significant

    constraints and their potential implications for the organization in a way that supports risk-based

    decision-making on what constitutes acceptable and unacceptable behavior.

    Safety: The education and training that an organization is required to offer to employees to prevent

    injuries; along with the actions an organization undertakes to support inspections (audits) and post-injury

    investigations by health and safety bodies.

    Social Responsibility: The environmental initiatives implemented by an organization as a result of local

    or international compliance requirements; can take the form of reporting, carbon trading, etc.

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    Quality Attributes of a Business Architecture

    The BRM provides a framework to describe the state of an organization at a particular point in time.

    However, in order to evaluate different potential business architectures, it is necessary to also consider the

    business architecture from a quality perspective.

    Typically, there are six quality factors that influence the overall quality of a business architecture, as

    described below:

    Stakeholder Experience: When stakeholders (such as customers, suppliers, consumers, and employees)

    interact with the architecture, are they presented with an experience that is engaging, simple, and

    consistent with the strategy and value proposition?

    Risk: Is the level of risk within the architecture acceptable? Are risks effectively monitored and are they

    being appropriately mitigated?

    Agility: To what extent is the architecture ready and able to rapidly and efficiently respond to changes in

    the business environment? Is the level of agility consistent with the market context and risk profile facing

    the organization?

    Efficiency: Does the architecture generate acceptable levels of operating cost that are consistent with

    industry norms and support the generation of shareholder value?

    Alignment: Are different aspects of the architecture consistent with one another? Is there waste within

    the architecture, where some aspects are surplus to requirements, or are there weak points that provide

    inadequate levels of support?

    Business Achievability: To what extent can the business objectives be realized via the business

    architecture; i.e., what confidence is there to execute a business transformation using the business

    architecture that has been defined? Typical metrics to evaluate achievability are: business outcome,

    business investment (often cost), time, and business risk; these metrics are very often components

    within a business case for transformation.

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    Conclusions

    Business architecture is the process of optimizing a business so it can rapidly respond to internal and external

    drivers. It involves modeling different components of an organization, looking at the relationships between

    these, and then configuring them for maximum value against certain desired outcomes. It delivers alignment

    between business and technology by defining operating models that are technology informed and aligned

    across time, domain, and/or geography. Each organization is different, however, and will have a different set

    of imperatives that require different business configurations: Business architecture is the process of

    determining the best configuration to balance the various objectives from both a business and technology

    perspective.

    This White Paper provides a framework for business architecture that holistically examines the definition of a

    business model through the perspectives of Environment, Value Proposition, Operating Model, Risk, and

    Compliance. By understanding each of these perspectives, it is possible to gain a rich understanding of the

    state of an organization at any point in time. Additionally, quality factors can be used to assess any particular

    business architecture and provide an evaluation of the effectiveness of that model.

    By offering a BRM through The Open Group, we hope to facilitate Boundaryless Information Flow across

    competing and collaborating organizations and also to act as a catalyst for development of business

    architecture practice.

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    About the Authors

    Mick Adams, EY

    Mick Adams is a former Vice-Chair of The Open Group Architecture Forum and a Distinguished Profession

    Leader within The Open Group Open CA program. He is a key author of numerous World-Class EA

    papers and was a key contributor to TOGAF 9. Based in Europe, he is part of EYs Global Architecture

    Leadership Team and works in a variety of industries including financial services, oil and gas, and the public

    sector. Typically, he helps clients to solve challenging business issues with the help of technology.

    Don Clasen, EY

    Don Clasen is a TOGAF Certified Professional and is actively involved in shaping the next version of the

    TOGAF standard. A member of EYs Global Architecture Leadership Team and based in the US, he helps

    clients to leverage the TOGAF standard to identify, design, and execute large-scale complex business

    transformation programs in the media and entertainment, life sciences, and financial services industries.

    Peter Haviland, EY

    Peter Haviland is the current Vice-Chair of The Open Group Architecture Forum and a Distinguished Chief

    Architect within The Open Group Open CA program. He is an author of numerous World-Class EA papers

    and was a key contributor to TOGAF 9 as well as the business architecture certification requirements within

    the Open CA program. Based in the US, he is part of EYs Global Architecture Leadership Team and works

    primarily in financial services and oil and gas, helping clients to formulate and execute business change

    programs.

    Yasalde Jimenez, EY

    Yasalde Jimenez is a TOGAF and ARIS Certified Professional. He leads EYs Global Business Process

    Management (BPM) competency center and specializes in ERP system design, implementation, and

    integration, in addition to Enterprise Architecture and BPM. Based in the US, he works with clients to define

    and implement consistent architecture methods and tools, and automate business processes to drive

    operational improvement.

    Kate Lazar, EY

    Kate Lazar is a TOGAF 9 Certified Professional and specializes in IT Strategy and Transformation. She

    utilizes business architecture techniques to help leaders of IT organizations to define and manage strategic

    technology change to support enterprise goals and objectives. She has extensive industry experience in

    manufacturing, power and utilities, and healthcare, and led the initial development of IT methods and

    learning for EYs Advisory business globally.

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    Richard Noon, EY

    Richard Noon specializes in the technology leadership of large-scale IT transformation programs, and

    architecture capability development. Based in the UK and working across numerous industries, he uses a

    practical, no-nonsense approach that leverages industry standard frameworks, methods, and tools to give

    stakeholders a traceable line of sight to all areas of the enterprise affected by business change.

    Navdeep Panaich, EY

    Navdeep Panaich is a TOGAF Certified Professional with over 20 years of experience delivering multi-

    organizational engagements in large, complex, and global environments. Based in Dubai, he advises CxO

    stakeholders in business strategy and the subsequent opportunity afforded by emerging technologies, and is

    often found resolving stakeholder and delivery issues for EYs clients.

    Mike Turner, EY

    Mike Turner was the development lead for the TOGAF 9 standard and a former Chair of the TOGAF

    Adoption Strategies Work Group, which examined approaches for organizations to incorporate the TOGAF

    standard into their operating model. Based in the UK, he has recently held architecture leadership roles at

    leading pharmaceutical and mobile phone manufacturers and has worked with a range of clients across a

    variety of industries including high-tech, life sciences, automotive, and utilities.

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    Acknowledgements

    The authors would like to thank the following key contributors, without which this White Paper would not

    have been possible:

    Nagesh Avusinghi (US), EY

    Chris Beal (US), EY

    Jonathan Blackmore (MENA), EY

    Jens Bonkowski (Colombia), EY

    Mila Charviakova (Canada), EY

    John Good (UK), EY

    Dr Julian Keates (UK), EY

    Martin Keywood (Australia), EY

    James Ki (Canada), EY

    Richard Macfarlane (New Zealand), EY

    Jacek Presz (Poland), EY

    Mike Schank (US), EY

    Gira Vashi (US), EY

    Vanessa Vittorelli (France), EY

    Winston Wu (Canada), EY

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    About The Open Group

    The Open Group is a global consortium that enables the achievement of business objectives through IT

    standards. With more than 400 member organizations, The Open Group has a diverse membership that spans

    all sectors of the IT community customers, systems and solutions suppliers, tool vendors, integrators, and

    consultants, as well as academics and researchers to:

    Capture, understand, and address current and emerging requirements, and establish policies and share

    best practices

    Facilitate interoperability, develop consensus, and evolve and integrate specifications and open source

    technologies

    Offer a comprehensive set of services to enhance the operational efficiency of consortia

    Operate the industrys premier certification service

    Further information on The Open Group is available at www.opengroup.org.

    Copyright 2014, The Open GroupThe Open Group hereby authorizes you to use this document for any purpose, PROVIDED THAT any copy of this document, or any part thereof, which you make shall retain all copyright and other proprietary notices contained herein.This document may contain other proprietary notices and copyright information.Nothing contained herein shall be construed as conferring by implication, estoppel, or otherwise any license or right under any patent or trademark of The Open Group or any third party. Except as expressly provided above, nothing contained herein shal...Note that any product, process, or technology in this document may be the subject of other intellectual property rights reserved by The Open Group, and may not be licensed hereunder.This document is provided "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. Some jurisdictions do not all...Any publication of The Open Group may include technical inaccuracies or typographical errors. Changes may be periodically made to these publications; these changes will be incorporated in new editions of these publications. The Open Group may make imp...Should any viewer of this document respond with information including feedback data, such as questions, comments, suggestions, or the like regarding the content of this document, such information shall be deemed to be non-confidential and The Open Gro...If you did not obtain this copy through The Open Group, it may not be the latest version. For your convenience, the latest version of this publication may be downloaded at www.opengroup.org/bookstore.This White Paper is an informational document and does not form part of the TOGAF documentation set. Readers should note that this document has not been approved through the formal Open Group Standards Process and does not represent the formal consens...ArchiMate, DirecNet, Jericho Forum, Making Standards Work, OpenPegasus, The Open Group, TOGAF, and UNIX are registered trademarks and Boundaryless Information Flow, Build with Integrity Buy with Confidence, Dependability Through Assuredness...World-Class EA: Business Reference ModelDocument No.: W146Published by The Open Group, May, 2014.Any comments relating to the material contained in this document may be submitted to:The Open Group, 44 Montgomery St. #960, San Francisco, CA 94104, USAor by email to:[email protected] do we need a Business Reference Model?What do we mean by Business Architecture?Document PurposeOverviewThe Environment PerspectiveThe Value Proposition PerspectiveThe Operating Model PerspectiveThe Risk PerspectiveThe Compliance PerspectiveMick Adams, EYDon Clasen, EYPeter Haviland, EYYasalde Jimenez, EYKate Lazar, EYRichard Noon, EYNavdeep Panaich, EYMike Turner, EY