This case study explores the use of ArchiMate and TOGAF standards in the context of enterprise architecture. It covers business, information system, and technology architecture, as well as opportunity and solution migration planning.
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Table of Contents Introduction.....................................................................................................................................................................2 ArchiMate and TOGAF standards....................................................................................................................................3 Background......................................................................................................................................................................4 Architectural version........................................................................................................................................................5 Business architecture........................................................................................................................................................7 Information system architecture (application)..................................................................................................................9 Information system architecture (data).............................................................................................................................9 Technology Architecture...................................................................................................................................................9 Opportunity & solution migration planning...................................................................................................................10 Conclusion.....................................................................................................................................................................10 Introduction This fictitious Case Study illustrates the realistic use of the ArchiMate enterprise modelling language in the context of the TOGAF framework. The Case Study concerns the insurance company ArchiSurance, the result of a merger of three previously independent companies based in different metropolitan areas. 2
This Case Study shows Baseline and Target Business, Application, Data, and Technology Architectures, making use of the appropriate ArchiMate or TOGAF viewpoints. The study incorporatestwochangescenarios:RationalizationandDigitalTransformationwillbe investigated. ArchiMate and TOGAF standards Frameworks for Enterprise Architecture cover different aspects of architecture practice. They may have, among others, any combination of the following ingredients: • A method for creating architectures • A set or classification of viewpoints • A language for describing architectures including language element definitions and notations The Open Group maintainstwo openstandardsfor Enterprise Architecture: the TOGAF framework and the ArchiMate modeling language. The core of the TOGAF framework is a methodforEnterpriseArchitecturedevelopmentandimplementation:theArchitecture Development Method (ADM). The TOGAF framework also describes viewpoints, techniques, and reference models, as well as a content framework that identifies the types of building blocks that make up an architecture. However, the TOGAF framework does not prescribe the use of a specific modeling language to create architectural views. The ArchiMate standard is a graphical language that provides a uniform representation for models that can support the complete architecture development cycle. The ArchiMate 3.0 Specification consists of a core language, aimed at the description of Business, Information Systems, IT, and physical Technology Architectures, and their inter-relationships. The ArchiMate 3.0 Specification also contains elements to model business and technology strategy; motivations driving architecture development; and plans for architecture implementation and migration. 3
Background Complement each other in that the TOGAF standard focuses on a method for developing and implementing architectures, while the ArchiMate standard focuses on a uniform language for modeling architectures. The ArchiMate language, as described in The Open Group standard complements the TOGAF frameworkin that it provides a vendor-independent set of concepts and relationships, including a graphical representation that helps to create a consistent, integrated model, which can be depicted in the form of views. While the ArchiMate language defines its own example viewpoints that serve as templates for a broad range of views, the language can also be used to construct the diagrams defined in the TOGAF Architecture Content Framework. 4
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Architectural version The lead investors of the three companies began merger talks after they noticed that lower-cost competitors were entering their markets, that there were new opportunities in high-growth regions, and that each company required significant new IT investments to remain competitive. They realized that only a larger, combined company could simultaneously control its costs, maintain its customer satisfaction, invest in new technology, and take advantage of emerging markets with high growth potential. The merger negotiations and regulatory approvals took 18 months, but two years ago the papers were signed and the merger was complete. The new company offers all the insurance products of the three pre-merger companies, and 5
intends to frequently adjust its offerings in response to changing market conditions. Like its three predecessors, ArchiSurance sells directly to customers via web, email, telephone, and postal mail channels, and indirectly via intermediaries Architectural design of the customer view points, Based on its business goals, ArchiSurance defines a set of principles to guide its architecture 6
development. The ArchiMate standard defines a principle as a realized qualitative statement of intent that must be met by the architecture. Note that the systems here include, for example, organizations and organization units, not only IT systems. Principles, therefore, help realize business goals. The TOGAF standard also defines a principle as a qualitative statement of intent that should be met by an architecture. A TOGAF principle must have at least a supporting rationale and a measure of importance on the TOGAF application Business goal strategy, Business architecture An important element of the Architecture Vision is a high-level representation of the Target 7
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Architecture and how this provides a solution to the needs of the enterprise, to explain the added value of the architecture effort to stakeholders. The TOGAF Solution Concept diagram can be created with the ArchiMate language for this purpose. Figure 8 highlights the most important aspects of the Target Architecture, showing requirements and outcomes derived from both the Rationalization and the Digital Customer Intimacy strategies: • Enterprise-wide CRM automation in the front-office, to replace individual CRM systems. After the merger, ArchiSurance set up a shared front-office as a multi-channel contact center for sales and customer service, with a primary contact center at the pre-merger headquarters of Home & Away. There are still three separate back-offices that handle the insurance products of the three original companies. A Shared Service Center (SSC) has been established for document processing at the pre-merger headquarters of PROFIT. The center administers the central document repository as well as all automated document workflows. In addition, it performs all scanning,printing,andarchivingforlegallybindingdocumentsastheyenterorleave 8
ArchiSurance. To ensure business continuity and handle periods of peak activity, the SSC also hosts trained personnel and equipment to perform the functions of the front-office, which is similarly prepared to reciprocate. In Phase B (Business Architecture) of the TOGAF ADM, the ArchiMate language can express and relate ArchiSurance organizational structure, products, services, functions, processes, and information.TheBusinessArchitectureprovidescontextfortheData,Application,and Technology Architectures. Information system architecture (application) Information system architecture (data) Technology Architecture 9