UML Profile for BIZBOK Modeling for...

UML® Profile for BIZBOK®

“Modeling for Everyone”

Armstrong Process Group, Inc.www.aprocessgroup.com

Copyright © 1998-2016, Armstrong Process Group, Inc., All rights reserved

Twin Cities Business

Architecture Summit 2016

About APG

� APG’s mission is to

“Align information technology and systems engineering capabilities with business strategy using proven, practical

processes delivering world-class results.”

� Industry thought leader in enterprise architecture, business modeling, process improvement, systems and software engineering, requirements management, and agile methods

� Member and contributor to

2

Sparx Enterprise Architect – UML Profile for BIZBOK®


� Member and contributor to� UML, SysML®, SPEM, UPDM™/UAF, BAMM at OMG®

� TOGAF, ArchiMate®, IT4IT™ at The Open Group

� UML Profile and Metamodel teams at Business Architecture Guild

� Business partners with Sparx, HP, and IBM

� Open Group Accredited Training Provider, Guild Accredited Training Partner™, IIBA® Endorsed Education Provider (EEP™)

BIZBOK Business Architecture Framework3

Business Architecture Knowledgebase



� Blueprints provide views into knowledgebase, based on stakeholder concerns

� Scenarios contextualize expected outcomes of business architecture work

� Also inform initial selections of key stakeholders and likely concerns

BIZBOK Guide 5.1

Value Proposition

� Uplift professionalism of practitioners� Transition from office productivity tools to formal modeling solutions

� Increase adoption of BIZBOK-based modeling� Diminish requirement of end-users to create one-off custom solutions

� Provide foundation for end-user metamodel customization� Enable end-users to add custom properties and additional types of

elements, relationships, and diagrams

4



elements, relationships, and diagrams

� Allow integration of Business Architecture models with other models� Enterprise architecture (TOGAF, ArchiMate, UPDM/UAF)

� Business process (BPMN)

� Systems engineering (SysML)

� Solution delivery (UML)

What Are We Building?

� UML Profile� Define base metatypes, metadata, and metarelationship

� Make “open-source” to allow for end-user customization

� Would allow end-user to create own MDG Add-In based on Profile or MDG Tech

� MDG Technology� Includes UML profile

5



� Includes UML profile

� New diagram types with specific toolboxes

� Scripts, report templates, other stuff

� Could also be open-sourced

� MDG Add-In� Create .NET assembly using C# or VB.NET

� Add new windows/views that do special things

� Catch EA GUI events and respond accordingly

Official Guild Team Site6



Team Members

• APG

• AIMCo

• FedEx

• Guild Metamodel

• OMG BAMM RFP

Capability – Metamodel 7

Capability

Level: Stratification Level

Heatmap Status: Capability Heatmap Status

Criticality: Capability Criticality

Value Stream Stage Stakeholder

Initiative

Product

Application

Outcome

«enumeration»

«enumeration»

Capability Heatmap Status

Not Evaluated

Does Not Exist But Should

Working Well

Suboptimal

Problematic

Significantly Problematic

Value Item

depends upon

enables

composed of

delivers

impacts

requires

produces

requires

relies on

automates

enables



Organization

Initiative

Information

Concept

Capability Instance

«enumeration»

Stratification Level

Strategic

Core

Supporting

«enumeration»

Capability Criticality

Negligible Impact = 5

Limited Impact = 4

Moderate Impact = 3

Noticeable Impact = 2

Significant Impact = 1

Not Analyzed

Policy

possesses

informs

implements

instance of

requires

governs

UML Profile – Capability Elements8

«metaclass»

Object

Capability Instance

_metatype = Capabili ty Instance

_strictness = profile

Outcome

_metatype = Outcome


«metaclass»

State

isComposite: Boolean

isOrthogonal: Boolean

isSimple: Boolean

isSubmachineState: Boolean

Capability

_instanceType = Capabili ty Instance

_image = <Image type="EA...

«metaclass»

Class

isActive: Boolean



Custom metaclass properties (like "isActive" for Class metaclass) are those assigned by Sparx by default. If a non-default value is selected, there will be a specific note about the rationale for a different setting.

_strictness = profile _strictness = profile_image = <Image type="EA...

_metatype = Capability

_sizeX = 250

_sizeY = 25


Criticali ty: Capabil ity Critical ity = Not Analyzed

Heat Map: Capability Heatmap Status = Not Evaluated

Level: Strati fication Level = Supporting

«diagram property»

(ShowNotes) Show Notes = 0

QuickLink

A

UML Profile – Capability Relationships9

composedOf

_metatype = composedOf


«metaclass»

Composition

direction: Direction = Source -> Desti...

dependsUpon

_metatype = dependsUpon


«metaclass»

Dependency

direction: Direction = Destination -> ...

instanceOf

_metatype = instanceOf


«metaclass»

Instantiation




«metaclass»

Association

compositionKind: CompositionKind = none


produces

_metatype = produces


requires

_metatype = requires


«metaclass»

Association

compositionKind: CompositionKind = none


Capability Mapping – Diagram Types10



Capability Map – Auto-Generated11

APG

Finance Operations Research and Development

Sales and Marketing

Accounting

Accounts Payable Accounts Receivable

Communications

Operations

Event Operations

Product Operations

Training Operations

Communications

Delivery

Attendee

Management

Conference

Management

Event Delivery Event Management

Event Notification Event Preparation

Product Management Product Order

Fulfillment

Courseware Ordering Training Delivery

Training Preparation

Intellectual Property

Content Management Content Publishing

Marketing

Contact Management Contact Networking

Content Syndication Lead Identification



Practitioner Operations

Event Registration Facility Management

Instructor

Management

Certification Delivery Certification

Management

Practitioner

Management

Professional

Development

Service Management

Sales

Lead Management Product Notification

Service Notification

Client Management Product Order

Processing

Product Sales Proposal Creation

Proposal

Management

Quote Creation

Quote Management Service Sales

Capability Map – Alternate Depiction12

APG

FinanceOperations Research and

Development

Sales and Marketing

MarketingSales

Client Management

Product Order

Processing

Product Sales

Communications

Operations

Event Operations Practitioner

Operations

Product Operations Training Operations

Contact

Management

Contact Networking

Content Syndication

Communications

DeliveryAttendee

Management

Conference

Management

Event Delivery Practitioner

Management

Certification

Delivery

Certification

Management

Product

Management

Product Order

Fulfillment

Courseware

Ordering

Training Delivery

Training Preparation

Intellectual

Property

Content

Management

Content Publishing

Accounting

Accounts

Receivable

Accounts Payable



Product Sales

Proposal Creation

Proposal

Management

Quote Creation

Quote Management

Service Sales

Lead Identification

Content Syndication

Lead Management

Product Notification

Service Notification

Event Delivery

Event Management

Event Notification

Event Preparation

Event Registration

Facility

Management

Instructor

Management

Practitioner

Management

Professional

Development

Service

Management

Value – Metamodel 13

Value Stream

Initiative

Product

Strategy

Value Proposition

Policy

relies on

aligns

with

delivers

impacts

governs

desires



Value Stream Stage

Stakeholder

Capabilitysupports

relies on

enables

composed of

{ordered}

triggers

Value Stream – Metamodel 14

Value Stream

Value Stream Stage

Name: Text

Description: Text

/Is Start Stage: Yes/No

Stakeholder

CapabilityProcess

Value Proposition

Outcome

enables

triggers desires

composed of

composed of

{ordered}contributes to

receives

requires produces

supports

delivers

delivers

implements



/Is Start Stage: Yes/No

/Is End Stage: Yes/No

Organization

Information

Concept

Value Item

Value Stream Criteria

Product

Information

Concept Instance

applies to

represents

has exit

criteria represents

offers

instance of

represents

represents

responsible for

applies to

has entrance

criteria

participates in

uses

implements

Value Mapping – Diagram Types15



Value Map – Example 116

Deliver Training Engagement

Customer

Uplifted

Workforce

Capabilities

«Value

Proposition»

«triggers»

«desires

results»

«produces»



Deliver Training EngagementRegister for Training

Session

Understand

Customer

Requirements

Arrange Training

Logistics

Deliver Training

Session

Close Training

Session

Deliver Training Engagement

Value Streams : Deliver Training Engagement - Value Stream Stages

Value Streams : Deliver Training Engagement - Value Items

Value Streams : Deliver Training Engagement - Capabilities

Value Stream Specification17

:Customer:Student:Training Facility:Customer

Arrange

Training

Logistics

Close Training

Session

Understand

Customer

Requirements

Deliver

Training

Session

Register for

Training

Session

Clear

Customer

Appropriate

Facilities

Defined

Target

Targeted

Customer

Improved

Professional



Customer

Expectations

Facilities Target

Audience

Customer

Feedback

Professional

Skills

Uplifted

Workforce

Capabilities

Value Stream – Entry/Exit Criteria18

Understand

Customer

Requirements

Close Training

Session

Deliver

Training

Session

Register for

Training

Session

Arrange

Training

Logistics

:Proposal

[Submitted]

:Event

[Scheduled]

:Event

[Delivered]



:Statement of

Work

[Approved]

:Event

[Setup]

:Course

Evaluation

[Returned]

:Certificate of

Completion

[Provided]

Value Cross-Mapping19

Register for Training

Session

Understand

Customer

Requirements

Arrange Training

Logistics

Deliver Training

Session

Close Training

Session

Proposal

Management

Client

Management

Facility

Management

Event Management

Event Registration

Event Management

Event Management

Event Delivery Accounts Payable

Accounts

Receivable



Service Sales

Quote

Management

Instructor

Management

Event Preparation Attendee

Management

Event Management

Open the matrix profile 'Value Stream Stage Enabled By Capability'

Value Map – Example 220

Establish Distribution Network

VP Product

DevelopmentSustainable

New

Product

Ecosystem

«Value

Proposition»

«triggers»

«produces»

«desires»





Develop Distribution

Strategy

Select Distribution

Partners

Plan Distribution

Partner Engagement


Partner Relationship

Grow New Product

Sales

Sustain New Product

Sales

Value Streams: Establish Distribution Network - Value Items

Value Streams: Establish Distribution Network - Info Object Matrix

Value Streams: Establish Distribution Network - Info Object Mapping

Participating Stakeholders & Delivered Value Items21


Strategy

Select Distribution

Partners

Plan Distribution

Partner Engagement



Grow New Product

Sales

Sustain New Product

Sales

VP Product

Development

Distribution Partner

Manager

Distribution Sales

Manager




� Also shows aggregation of Value Items into Value Proposition

Understood

Distribution

Approach

Clarified

Distribution

Channels

Defined

Engagement

Model

Engaged

Channel

Network

Product

Market

Growth

Profitable

Product

Market

Newly

Available

Product

«Value

Proposition»

Value Item Mapping

� Identify participating

stakeholders

� Who contributes to

creating value item?

� Who receives the value

from the item?

22

Understood

Distribution

Approach

Clarified

Distribution

Channels

Defined

Engagement


Strategy

Plan Distribution

Partner Engagement

Select Distribution

Partners


Manager

VP Product

Development«receives»

«contributes»



Model

Engaged

Channel

Network

Product

Market

Growth

Profitable

Product

Market

Grow New Product

Sales



Sustain New Product

Sales


Distribution Sales

Manager

Stakeholder / Value Item – Matrices

Source

Target

Develop Distribution Partner Relationship

Develop Distribution Strategy

Grow New Product Sales

Launch New Financial Product

Plan Distribution Partner Engagement

Select Distribution Partners

Sustain New Product Sales

Source

Target








23

Target

Clarified Distribution Channels

Defined Engagement Model

Engaged Channel Network

Product Market Growth

Profitable Product Market

Understood Distribution Approach

Target







Value Stream Stage

offers

Value Item



Source


Distribution Partner Manager

Distribution Sales Manager

VP Product Development








Source


Distribution Partner Manager

Distribution Sales Manager

VP Product Development








Source














Source














Stakeholder

participates in

Value Stream Stage

Value Stream Stage – Entry/Exit Criteria24

Develop Distribution Select Distribution Plan Distribution Develop Distribution

:Distribution Partner

[Selected]

:Product Competitor

Intelligence

[Created]

:Product Market

Analysis

[Created]

:Product Market Data

[Gathered]

:Product Sales

Analysis

[Created]

:Product Sales Data

[Gathered]

:Sales and Distribution

Program

[Approved]

:Sector Sales and

Distribution Strategy

[Approved]



� Mapping of entry/exit criteria for first two stages

� Input/output shown as instances of information objects in specific state


Strategy

Select Distribution

Partners

Plan Distribution

Partner Engagement



:Product Competitor

Data

[Gathered]

:Product Distribution

Strategy

[Approved]

:Product Market

Intelligence

[Created]

:Product Sales

Intelligence

[Created]

Alternate Depiction25

Entry Criteria

Value Stream Stage


Strategy

Select Distribution

Partners

Plan Distribution

Partner Engagement



Grow New Product

Sales

Sustain New Product

Sales


[Gathered]

:Product Sales Data

[Gathered]

:Sales and Distribution

Program

[Approved]

:Sector Sales and

Distribution Strategy

[Approved]

:Product Distribution

Strategy

[Approved]

:Product Market

Intelligence

[Created]

:Product Sales

Intelligence

[Created]

:Product Competitor

Data

[Gathered]



� Use columns and swimlanes

Exit Criteria :Product Distribution

Strategy

[Approved]

:Product Market

Intelligence

[Created]

:Product Sales

Intelligence

[Created]


[Selected]

:Product Market

Analysis

[Created]

:Product Sales

Analysis

[Created]

:Product Competitor

Intelligence

[Created]

Information – Metamodel 26

Information

Concept

Value Stream Stage

Capability

Product

Stakeholder Type

Policy Outcome

uses

informs

describes

represents

represents

composed of

governs

defines

relatedTo



Value Stream Stage

Value Item

Value Stream

Criteria

Information

Concept State

Information

Concept Instance

Distinguished

Business Object

uses

applies to

in state

applies to

instance of

represents

represents

lifecycle defined by

Information Map – Diagram Types27



Information Map – Example 28

Person

Lead

Lead Date: Date

Notes: Text

Type: Lead Type

::Person

Business CardPerson

Contact

::Person

First Name: Text

Last Name: Text

Email Address: Text

Phone Number: TextEmail Message

Student Sign InUser ProfileCompany

0..1

0..1

0..1

converted to

0..1

Identified Leads

0..*

Related Company

0..1

0..1 0..1

0..1

0..1



::Person

First Name: Text

Last Name: Text

Email Address: Text

Phone Number: Text Event Registration

Person

APG Employee

::Person

First Name: Text

Last Name: Text

Email Address: Text

Phone Number: Text

«enumeration»

Lead Type

Consulting

Product

Training

0..1

identifies

0..*

0..1 0..1

1

owns

0..*

0..1 0..1

Information Lifecycle – Lead 29

Identified Rejected Converted



Acquired Verified

Captured Targeted

Contacted

Value Stream Stage / Information Objects MappingTarget


:Product Competitor Data

:Product Competitor Intelligence

:Product Distribution Strategy


:Product Market Analysis


:Product Market Intelligence


:Product Sales Analysis

:Product Sales Data

:Product Sales Intelligence


:Sales and Distribution Program

:Sector Sales and Distribution Strategy

30



Source









:Product Competitor Data

:Product Competitor Intelligence



:Product Market Analysis




:Product Sales Analysis

:Product Sales Data



:Sales and Distribution Program

:Sector Sales and Distribution Strategy

Organization – Metamodel 31

Organization

Legal Entity: yes/no

Legal Entity ID: text

Capability

Capability Instance

Value Stream Stage

Process

Initiative

impactsinstance of

participates inpossesses

responsible for

interacts with

implements

composed of



Business Unit Collaborative Team

Partner

Product

Stakeholder

Policy

sourced from

owns

Organization – Examples 32

APG

Executive Management

Sales and Marketing Business Operations Professional Education Professional Services Research and

Development

Sales

Marketing

Contractor

Management

Finance

Certification

Training

Technical Training

Enterprise

Architecture

Services

Solution Delivery

Services

Academic Outreach

Standards

Development

Open the matrix profile 'Organization Operates In Location'



IT Operations

Human Resources

Legal

Event Management

Tool Training Systems

Engineering

Services

Tool

Implementation

Services

Curriculum

Development

Tool Development

Conclusions

� UML Profile for BIZBOK should increase level of adoption of formal modeling in Business Architecture

� Have released first beta version focusing on core, foundational domains

� Capability, Value, Information, Organization

� Working on confirming metamodel for extension

33



� Working on confirming metamodel for extension domains

� Strategy, Initiative, Stakeholder, Product, Policy

� Looking for end-users to test work-in-progress

� Also looking for people to help contribute to development

� Plan to release first complete version 1Q2017

34

Q&A

Thanks for your attention

and participation!

http://www.aprocessgroup.com

http://www.linkedin.com/in/togaf/

[email protected]



and participation!

"APG", the APG logo, "proven practical process" (and its graphic representation), ATPL, EA-In-A-Box, APG ModelFlow are trademarks of Armstrong

Process Group, Inc.

The Open Group, The Open Group Architecture Framework, TOGAF, and ArchiMate are trademarks or registered trademarks of The Open Group in

the United States and other countries.

BIZBOK, A Guide to the Business Architecture Body of Knowledge, Certified Business Architect, CBA, Guild Accredited Training Program, and GATP

are trademarks or registered trademarks of the Business Architecture Guild.

Other company, product, or service names may be trademarks or service marks of others.

myAPG Resource Portal

You can download

this presentation and

access numerous

other resources at

35



other resources at

the myAPG resource

portal!

www.aprocessgroup.com/myapg

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