Enterprise Architecture Practitioner’s Guide (Extended)

This course lays the foundation of the core EA concepts, using TOGAF as the common vocabulary for enterprise architecture. The course then focuses on practical skills to perform the foundational activities of EA: Developing a vision; establishing an architecture baseline; developing a target business architecture, target data architecture, target application architecture, and target technology architecture. It provides guidance on establishing an EA program and EA governance. The course includes an extensive set of examples, templates, and industry references for further learning. The course includes hands-on labs for catalogs, matrices, and diagrams for all four domains.

 

Course Outline

Chapter 1 - Introduction



  • Introductions

  • Course Outline

  • Handouts & Appendices

  • Practical Application: Building Skills

  • Practical Application: Filling Your Toolbox

  • Course Evaluation & Questions

  • Course Delivery Overview


Chapter 2 - Enterprise Architecture (EA) Primer



  • Architecture

  • Architects

  • Enterprise Architecture Definitions

  • IEEE, TOGAF, & MIT Perspectives

  • Group Discussion: Expectations of EA

  • Enterprise Architecture Defined

  • Architecture Framework: Foundation for a Common Vocabulary

  • Industry EA Frameworks

  • Dimensions of Architecture Scope

  • Group Discussion: EA Partitioning

  • Architecture Domains

  • Depth: Strategic, Segment, and Capability Architectures

  • Example: DOE Segment Identification

  • Example: Segment Architecture

  • Time: Baseline, Target, and Transition Architectures

  • Various Solution Architecture Definitions

  • Group Discussion: Solution Architecture

  • Characteristics of a Solution Architecture

  • Example Solution Architecture: SOA for Insurance

  • Example Solution Architecture: Customer Contact Center

  • Glossary

  • Summary


Chapter 3 - EA Framework



  • The Importance of a Framework for EA

  • EA Framework Family Tree

  • Group Discussion: Architecture Frameworks

  • TOGAF

  • TOGAF Components

  • Architecture Development Method (ADM)

  • Architecture Content Framework

  • Views & Viewpoints

  • TOGAF Viewpoints

  • Catalogs, Matrices, Diagrams & Viewpoints

  • Architecture Deliverables

  • Group Discussion: Deliverables & Artifacts

  • ADM Techniques

  • ADM Guidelines

  • Enterprise to Solution Architecture

  • Example: Architecture Roadmap

  • Zachman Framework

  • Zachman Framework Matrix Overview

  • TOGAF Artifacts Using the Zachman Framework

  • Leveraging the Zachman Framework

  • Federal Enterprise Architectural Framework (FEAF)

  • Leveraging FEA

  • Technique: Classified Technology Portfolio

  • DoDAF / MODAF

  • TRAK

  • Leveraging DoDAF, MoDAF, & TRAK

  • All Frameworks Have Strengths & Weaknesses

  • Which Framework Should I Use?

  • Summary


Chapter 4 - EA Value Proposition



  • Without Architecture You Can't

  • Factors Driving EA Adoption

  • Accelerated Rate of Change

  • EA Facilitates Change Across Units

  • Greater Information Density

  • Customers Expect Personalized Goods

  • Traditional Industry Barriers are Disintegrating

  • Impact of Diversification & Acquisitions

  • Shared Resources Across Business Units

  • Business Demand for Technology Continues to Grow

  • Tight IT Budgets Will Persist

  • Primary Drivers for EA Programs

  • Summary of EA Benefits

  • Digitized Platform: The Key to Agility

  • Group Discussion: Benefits

  • Value of EA Activities: Baseline Architecture

  • Value of EA Activities: Target Architecture

  • Value of EA Activities: Architecture Review

  • Value of EA Activities: Governance

  • Group Discussion: Obstacles

  • Summary


Chapter 5 - Reference Architecture



  • Reference Architecture

  • Reference Architecture Components

  • Reference Architecture Summarized

  • Reference Architecture Context

  • Architecture Principles

  • Components of Principles

  • Qualities of a Good Set of Principles

  • EA Principles: Creation Process

  • Templates: Principle & Principle Catalog

  • Example: Architecture Principles

  • Example: Architecture Principles

  • Group Discussion: Principles

  • Applying Architecture Principles

  • Policies

  • Template: Policy

  • Example: Governance Policies

  • Example: SOA Policy

  • Example: Policies

  • Reference Models

  • Example: IBM Business Analytics & Optimization Reference Architecture

  • Example: IBM Insurance Application Architecture

  • Example: SOA Reference Architecture

  • Example:Customer Experience Reference Architecture

  • Business Scenarios

  • Business Scenario Summary

  • Business Scenario Outline

  • Template & Example: Business Scenario

  • Practices: Standards & Guidelines

  • Example: Interoperability Standards

  • Example: Insurance Reporting Reference Architecture

  • Example: Electronic Product Code™ (EPC) Standards

  • Example: Health Care Reference Architecture

  • Resource: Financial Industry Organizations

  • Resource: Health Industry Organizations

  • Resource: Retail Industry Organizations

  • Resource: Technical Organizations

  • Industry Organizations

  • Insurance Industry Standards ROI

  • Requirements

  • Example: Mobile Security Reference Architecture

  • Example: MSRA Requirements

  • Architecture Building Blocks: Reusable Requirement Sets

  • Resource: NIST Security Requirements

  • Example: COTS Standard Requirements Set

  • Summary


Chapter 6 - Defining an Architecture Vision



  • Architecture Vision

  • Context Diagram

  • Define The System Boundaries

  • Stakeholder Matrix

  • Stakeholder Map

  • Example: Stakeholder Map

  • Template: TOGAF Stakeholder Map Matrix

  • Value Chain Diagram

  • Example: Retail Vision Diagram

  • Example: Customer Interaction Concept Diagram

  • Example: Solution Concept Diagram

  • Examples: TOGAF Vision Diagrams

  • Template: Architecture Vision Deliverable

  • Summary


Chapter 7 - Enterprise Architecture Baseline



  • Importance of an Architecture Baseline

  • Architecture Baseline Process Overview

  • What are Your EA Baseline Objectives?

  • Group Discussion: EA Baseline Goals & Objectives

  • A Typical Place to Start

  • Core Catalogs

  • Core Matrices

  • Templates: Baseline Collection Templates

  • Creating Building Blocks from a Baseline

  • What Can You Learn From Your Baseline

  • Customized Taxonomy

  • Baseline More Than Software

  • Baseline Classified by Lifecycle

  • Baseline Relationships

  • Relationship Types

  • Baseline Reporting

  • EA Baseline Best Practices

  • Summary


Chapter 8 - Architecture Requirements



  • Architecture Quality Attributes

  • Quality of Service Requirement Categories

  • Checklist: Quality Attribute (QA) Categories

  • Trade-off Analysis

  • Group Discussion: Trade-offs

  • Technique: Requirement Patterns

  • Tool: Non-Functional Requirement Patterns

  • Checklist: Requirement Statement Best Practices

  • Technique: Architecture Change Cases

  • Template: Elements of a Change Case

  • Example: Change Case

  • Eliciting Change Cases

  • Group Discussion: Change Case

  • Summary


Chapter 9 - Business Architecture



  • Business Architecture Entities

  • Business Views

  • Business Catalogs

  • Templates: TOGAF Business Catalogs

  • Example: Medicaid Business Process

  • Example: Service Function Catalog

  • Example: Location Catalog

  • Example: Role Catalog Structure

  • Example: SOA Role Catalog (Excerpt)

  • Example: Requirements Catalog

  • Business Matrices

  • Example: DOE Business Matrix

  • Templates: TOGAF Business Matrices

  • Example: Role Location Matrix

  • Business Diagrams

  • Example: Business Footprint Diagram

  • Example: Business Service / Information Diagram

  • Example: Medicaid Business Process Model

  • Example: HL7 EHR Functional Model

  • Example: Business Footprint Diagram

  • Example: Process Flow Diagram

  • Examples: TOGAF Business Diagrams

  • Resource: Business Analysis Book of Knowledge (BABOK)

  • Resource: Business Architecture Body of Knowledge (BIZBOK™)

  • Summary


Chapter 10 - Data Architecture



  • Data Architecture Entities

  • Data Catalogs

  • Templates: Data Catalog

  • Example: Data Catalog

  • Data Matrices

  • Template: Data Matrices

  • Data Diagrams

  • Example: Property & Casualty Conceptual Data Model

  • Example: Data Lifecycle Diagram

  • Example: Data Dissemination Diagram

  • Example: Data Migration Diagram

  • Example: Alternative Data Migration Table

  • Example: Data Security Diagram

  • Example: Alternative Data Security Table

  • DAMA DMBOK

  • Samples: Data Diagrams

  • Summary


Chapter 11 - Application Architecture



  • Application Architecture Entities

  • Application Catalogs

  • Template: Applications Portfolio Catalog

  • Example: Application Catalog

  • Application Matrices

  • Templates: Application Matrices

  • Example: Application Matrix

  • Application Diagrams

  • Example: Application Communication Diagram

  • Example: Application & User Location Diagram

  • Example: Insurance Industry System Model

  • Example: Claim Download Process

  • Example: TOGAF Application Diagram Samples

  • Summary


Chapter 12 - Technology Architecture



  • Technology Architecture Entities

  • Technology Catalogs

  • Templates: TOGAF Technology Catalog Templates

  • Example: Technology Catalog

  • Technology Matrices

  • Lifecycle Classification

  • Example: Technology by TRM & Lifecycle

  • Technology Diagrams

  • Example: Environments & Locations Diagram

  • Example: Platform Decomposition Diagram

  • Example: ED High-Level Network Architecture

  • Samples: TOGAF Technology Diagrams

  • Summary


Chapter 13 - Architecture Deliverables



  • Documentation Best Practices

  • Architecture Requirements Document

  • Template: Requirements Specification

  • IEEE Architectural Description Document

  • Template: Architectural Description Document

  • TOGAF Architecture Definition Document

  • Templates: Architectural Definition Document

  • Group Discussion: Architecture Definition Documents

  • Interface Specifications

  • Interface Specification Best Practices

  • Interface Design Document

  • Template: Interface Design Document

  • Database Design Document

  • Template: Database Design Document

  • Platform Design Document

  • Template: Platform Design Document

  • Architecture Decision Document

  • Template: Architecture Decision Document

  • ATAM: Scenario-based Architecture Review

  • Example: Utility Tree

  • Presentation Best Practices: ICEPAC

  • Verbal Supports: CREST

  • Group Discussion: Presentations

  • Summary


Chapter 14 - Architecture Gap Analysis, Roadmap & Migration Planning



  • Putting the Pieces Together

  • Gap Analysis

  • Gap Analysis Matrix

  • Example: DOE Gap Analysis

  • Consolidated Gaps, Solutions, and Dependencies Matrix

  • Architecture Roadmap Table

  • Transition Architectures in Context

  • Architecture Roadmap

  • General Roadmap Methodology

  • Defining Work Packages

  • Roadmap Development Strategies

  • Example: High-Level Architecture Roadmap

  • Example: Pharmacy Standards Roadmap

  • Example: SOA Roadmap

  • Example: Business Intelligence Roadmap

  • Template: Architecture Roadmap

  • Migration Planning

  • Business Value Assessment Technique

  • Example: DOE Transition Plan

  • Example:Transition Milestone Table

  • Example: EPA Transition Plan

  • Template: TOGAF Implementation & Migration Plan Template

  • Process Summary

  • Summary


Chapter 15 - Patterns



  • What are Patterns?

  • Elements of a Pattern

  • Pattern Levels

  • Pattern Types

  • How to Start Using Patterns?

  • Common Architectural Patterns

  • Layers Pattern

  • Example: Retail Layered Architecture

  • Object-Oriented Design Patterns

  • OO Design Patterns

  • Structural Design Pattern: Facade Pattern Example

  • Enterprise Integration Patterns

  • Messaging Systems: Overview

  • Example Pattern: Pipes and Filters

  • Example: Monitoring Credit Bureau

  • EAA Patterns

  • Model-View-Controller (MVC) Pattern

  • SOA Patterns

  • Example: Saga Pattern

  • Business Process Patterns

  • Example: Synchronizing Merge Pattern

  • Configuration Management Patterns

  • New Patterns Continue to Emerge

  • Group Discussion: Patterns

  • Summary


Chapter 16 - Architecture Tactics



  • Tactics

  • Availability Tactics

  • Modifiability Tactics

  • Architectural Patterns and Corresponding Tactics for Modifiability

  • Performance Tactics

  • Security Tactics

  • Testability Tactics

  • Usability Tactics

  • Approach for Describing Tactics

  • Group Discussion: Tactics

  • Pipes & Filters: Tactics

  • Service-Oriented Architecture (SOA): Tactics

  • Summary


Chapter 17 - Architecture Techniques



  • Progressive Filtering

  • Rubric

  • Example: Service Design Rubric

  • Example: Architecture Rubric

  • Refactoring

  • Think About the Future, But Wait to Act

  • Feature Tree

  • Decision Tables

  • Decision Table Example

  • Flowcharts

  • Strength, Weakness, Opportunity, Threat (SWOT) Analysis

  • Example: SWOT Layout

  • SWOT Steps

  • Summary


Chapter 18 - Commercial-Off-The-Shelf (COTS)



  • COTS Advantages & Disadvantages

  • COTS Implication: Accept Design Influence

  • COTS Implication: Plan for Stability

  • COTS Implication: Sustain Competency

  • COTS Implication: Vendor Lock-In

  • COTS Implication: Balance Business Needs & Architecture

  • COTS Inherent Risks

  • COTS Risk Management Strategy #1

  • COTS Risk Management Strategy #2

  • COTS Risk Management Strategy #3

  • COTS Risk Management Strategy #3

  • Group Discussion: COTS

  • Typical COTS Architecture

  • Summary


Chapter 19 - Enterprise Architecture (EA) Program



  • Enterprise Architecture Scope of Work

  • EA as an Enterprise Asset

  • Assess Maturity

  • Working with Maturity Models

  • Tool: EA Maturity Assessment

  • EA Transformation Process

  • Establish Organizational Model

  • Skills Framework

  • Roles

  • EA Skills

  • Depth of Knowledge

  • Generic Skills Matrix

  • Business Skills Matrix

  • EA Skills Matrix

  • Program/Project Skills Matrix

  • Apply Project Management Best Practices

  • Communications is Very Important!

  • Communications Vehicles

  • EA Implementation

  • EA Maintenance

  • EA Action Items to Achieve Your Goals

  • Top 10 Leadership Principles of EA

  • Summary


Chapter 20 - EA Governance



  • What is Governance?

  • IT Governance Methodologies

  • Characteristics of Governance

  • Measures to Govern Enterprise Architecture

  • Reference: Weill & Ross Framework

  • IT Decision Domains

  • Group Discussion

  • IT Governance Archetypes

  • Template: Decision Domains & Governance Archetypes Matrix

  • Implementation Mechanisms

  • Example: IT Governance at UPS

  • Example: IT Governance at Dupont

  • Most Common Governance Patterns

  • Top 3 Performing Patterns

  • Process: Creating an Effective IT Governance

  • COBIT

  • Example: Governance Structure

  • Example: Governance Process Flow

  • Example: Integrating Governance into the Organization

  • Governance Best Practices

  • Governance With Little Standards or Target

  • More Governance Lessons Learned

  • Summary


Chapter 21 - The EA Toolbox



  • The Architecture Toolbox

  • The EA Toolbox

  • TOGAF Toolbox Items

  • Supplementing TOGAF Toolbox Items

  • Practitioner Toolbox Items

  • Summary


Chapter 22 - EA Lessons Learned



  • Key EA Lessons Learned

  • EA Success Factors: People Skills

  • Group Discussion: Lessons Learned

  • EA Anti-Patterns

  • Anti-Pattern: 30,000 Feet & Climbing

  • Anti-Pattern: Bleeding Edge

  • Anti-Pattern: Buzzword-Driven Architecture

  • Anti-Pattern: Detailed Enterprise Model

  • Anti-Pattern: Goldplating

  • Anti-Pattern: Modeling for Modeling's Sake

  • Anti-Pattern: One Truth Above All Else

  • Anti-Pattern: Real-world Disconnect

  • Anti-Pattern: Strive for Perfection

  • Anti-Pattern: Stuck in the Weeds

  • Anti-Pattern: Technology Above All

  • Anti-Pattern: Tomorrow Suffers from Today

  • Anti-Pattern: Ungrounded Future

  • Anti-Pattern: Yesterday's Enterprise Model

  • Summary


Handout 1 - Sample Principles



  • Business Principles

  • Data Principles

  • Application Principles

  • Technology Principles

  • Governance Principles

  • SOA Governance Principles


Handout 2 - System Profile Template


Handout 3 - Subsystem Profile Template


Handout 4 - Interface Profile Template


Handout 5 - Quality Attribute (QA)/Quality of Service (QoS) Categories



  • Introduction

  • Quality Attributes


Handout 6 - Requirement Patterns


Handout 7 - Requirement Statement Checklist



  • Introduction

  • Requirement Statement Review Checklist


Handout 8 - Rubric Worksheet


Handout 9 - Enterprise Architecture Maturity Scorecard


Appendix A - Reference Library



  • Overview

  • Industry Organizations

  • References & Further Reading


Appendix B - Architecture Glossary


Appendix C - TOGAF Glossary


Appendix D - EA Catalogs, Matrices, & Diagrams



  • Catalogs

  • Matrices

  • Diagrams


Appendix E - Business Process Modeling Notation



  • Process Modeling Standards

  • What is BPMN?

  • Elements of a Process

  • Basic Structure of a Process

  • Using Subprocess

  • The Start Event

  • Normal End Events

  • Abnormal End Events

  • Abnormal End Events

  • Intermediate Events

  • Intermediate Events

  • Process State Management

  • Process State Management (continued)

  • Gateways

  • Exclusive Condition

  • Exclusive Condition

  • Exclusive Condition Examples

  • Inclusive Condition

  • Inclusive Condition

  • Parallel Execution

  • Event Choice

  • Event Choice

  • Merging Branches

  • Merging Examples

  • Looping with BMPN

  • Looping Options

  • Looping Options

  • More Examples

  • Modeling Roles & Responsibilities

  • Using Swim Lanes


Appendix F - Data Modeling Notation



  • Entity Relationship Diagram (ERD)

  • Cardinality

  • One to One Relationship

  • One to Many Relationship

  • Many to Many Relationship

  • Subtype Relationship


Appendix G - Pattern List

Audience

Enterprise Architects new to EA

Available Course Dates

07/31/2017 10:00 am - 08/03/2017 6:00 pm
09/18/2017 10:00 am - 09/21/2017 6:00 pm
10/23/2017 10:00 am - 10/26/2017 6:00 pm
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