Showing posts with label enterprise architecture. Show all posts
Showing posts with label enterprise architecture. Show all posts

Wednesday, March 04, 2015

The Open Group San Diego Panel Explores Synergy Among Major Frameworks in Enterprise Architecture

Transcript of a live panel discussion at last month's The Open Group San Diego 2015.

Welcome to a special BriefingsDirect presentation and panel discussion from The Open Group San Diego 2015, which ran Feb. 2 through Feb. 5. Download a copy of the transcript.

The following discussion, which examines the synergy among the major enterprise architecture frameworks, consists of moderator Allen Brown, President and Chief Executive Officer, The Open Group; Iver Band, an Enterprise Architect at Cambia Health Solutions; Dr. Beryl Bellman, Academic Director, FEAC Institute; John Zachman, Chairman and CEO of Zachman International, and originator of the Zachman Framework; and Chris Forde, General Manager, Asia and Pacific Region and Vice President, Enterprise Architecture, The Open Group. [Disclosure: The Open Group is a sponsor of BriefingsDirect podcasts.]

Here are some excepts:

Iver Band: As an enterprise architect at Cambia Health Solutions, I have been working with the ArchiMate Language for over four years now, both working with and on it in the ArchiMate Forum. As soon as I discovered it in late 2010, I could immediately see, as an enterprise architect, how it filled an important gap.

Band
What is the ArchiMate Language? Well, it's a language we use for building understanding across disciplines in an organization and communicating and managing change.  It’s a graphical notation with formal semantics. It’s a language.

It’s a framework that describes and relates the business, application, and technology layers of an enterprise, and it has extensions for modelling motivation, which includes business strategy, external factors affecting the organization, requirements for putting them altogether and for showing them from different stakeholder perspectives.

You can show conflicting stakeholder perspectives, and even politics. I've used it to model organizational politics that were preventing a project from going forward.

It has a rich set of techniques in its viewpoint mechanism for visualizing and analyzing what’s going on in your enterprise. Those viewpoints are tailored to different stakeholders.  And, of course, ArchiMate, like TOGAF, is an open standard managed by The Open Group.

Taste of Archimate

This is just a taste of ArchiMate for people who haven’t seen it before. This is actually excerpted from the presentation my colleague Chris McCurdy and I are doing at this conference on Guiding Agile Solution Delivery with the ArchiMate Language.

Zachman
What this shows is the Business and Application Layers of ArchiMate. It shows a business process at the top. Each process is represented by a symbol. It shows a data model of business objects, then, at the next layer, in yellow.

Below that, it shows a data model actually realized by the application, the actual data that’s being processed.

Below that, it shows an application collaboration, a set of applications working together, that reads and writes that data and realizes the business data model that our business processes use.

All in all, it presents a vision of an integrated project management toolset for a particular SDLC that uses the phases that you see across the top.

We are going to dissect this model, how you would build it, and how you would develop it in an agile environment in our presentation tomorrow.

I have done some analysis of The Zachman Framework, comparing it to the ArchiMate Language. What’s really clear is that ArchiMate supports enterprise architecture with The Zachman Framework. You see a rendering of The Zachman Framework and then you see a rendering of the components of the ArchiMate Language. You see the Business Layer, the Application Layer, the Technology Layer, its ability to express information, behavior, and structure, and then the Motivation and Implementation and Migration extensions.

So how does it support it? Well, there are two key things here. The first is that ArchiMate models answer the questions that are posed by The Zachman Framework columns.

For what: for Inventory. We are basically talking about what is in the organization. There are Business and Data Objects, Products, Contracts, Value, and Meaning.

For how: for process. We can model Business Processes and Functions. We can model Flow and Triggering Relationships between them.

Where: for the Distribution of our assets. We can model Locations, we can model Devices, and we can model Networks, depending on how you define Location within a network or within a geography.

For who: We can model Responsibility, with Business Actors, Collaborations, and Roles.

When: for Timing. We have Business Events, Plateaus of System Evolution, relatively stable systems states, and we have Triggering Relationships.

Why: We have a rich Motivation extension, Stakeholders, Drivers, Assessments, Principles, Goals, Requirements, etc., and we show how those different components influence and realize each other.

Zachman perspectives

Finally, ArchiMate models express The Zachman Row Perspectives. For the contextual or boundary perspective, where Scope Lists are required, we can make catalogs of ArchiMate Concepts. ArchiMate has broad tool support, and in a repository-based tool, while ArchiMate is a graphical language, you can very easily take list of concepts, as I do regularly, and put them in catalog or metrics form. So it’s easy to come up with those Scope Lists.

Bellman
Secondly, for the Conceptual area, the Business Model, we have a rich set of Business Layer Viewpoints. Like the top of the -- that focus on the top of the diagram that I showed you; Business Processes, Actors, Collaborations, Interfaces, Business Services that are brought to market.

Then at the Logical Layer we have System. We have a rich set of Application Layer Viewpoints and Viewpoints that show how Applications use Infrastructure.

For Physical, we have an Infrastructure Layer, which can be used to model any type of Infrastructure: Hosting, Network, Storage, Virtualization, Distribution, and Failover. All those types of things can be modeled.

And for Configuration and Instantiation, the Application and Technology Layer Viewpoints are available, particularly more detailed ones, but are also important is the Mappings to standard design languages such as BPMN, UML and ERD. Those are straightforward for experienced modelers. We also have a white paper on using the ArchiMate language with UML. Thank you.

Dr. Beryl Bellman: I have been doing enterprise architecture for quite a long time, for what you call pre-enterprise architecture work, probably about 30 years, and I first met John Zachman well over 20 years ago.

Brown
In addition to being an enterprise architect I am also a University Professor at California State University, Los Angeles. My focus there is on Organizational Communications. While being a professor, I always have been involved in doing contract consulting for companies like Digital Equipment Corporation, ASK, AT and T, NCR, then Ptech.

About 15 years ago, a colleague of mine and I founded the FEAC Institute. The initial name for that was the Federal Enterprise Architecture Certification Institute, and then we changed it to Federated. It actually goes by both names.

The business driver of that was the Clinger–Cohen Bill in 1996 when it was mandated by government that all federal agencies must have an enterprise architecture.

And then around 2000, they began to enforce that regulation. My business partner at that time, Felix Rausch, and I felt that we need some certification in how to go about doing and meeting those requirements, both for the federal agencies and the Department of Defense. And so that's when we created the FEAC Institute.

Beginning of FEAC

In our first course, we had the Executive Office of the President, US Department of Fed, which I believe was the first Department of the Federal Government that was hit by OMB which held up their budget for not having an enterprise architecture on file. So they were pretty desperate, and that began the first of the beginning of the FEAC.

Forde
Since that time, a lot of people have come in from the commercial world and from international areas. And the idea of FEAC was that you start off with learning how to do enterprise architecture. In a lot of programs, including TOGAF, you sort of have to already know a little bit about enterprise architecture, the hermeneutical circle. You have to know what it is to know.

In FEAC we had a position that you want to provide training and educating in how to do enterprise architecture that will get you from a beginning state to be able to take full responsibility for work doing enterprise architecture in a matter of three months. It’s associated with the California State University System, and you can get, if you so desire, 12 graduate academic units in Engineering Management that can be applied toward a degree or you can get continuing education units.

So that’s how we began that. Then, a couple of years ago, my business partner decided he wanted to retire, and fortunately there was this guy named John Zachman, who will never retire. He's a lot younger than all of us in this room, right? So he purchased the FEAC Institute.

I still maintain a relationship with it as Academic Director, in which primarily my responsibilities are as a liaison to the universities. My colleague, Cort Coghill, is sort of the Academic Coordinator of the FEAC Institute.
You're just getting a snapshot in time and you're really not having an enterprise architecture that is able to adapt and change. You might be able to have a picture of it, but that’s all you really have.

FEAC is an organization that also incorporates a lot of the training and education programs of Zachman International, which includes managing the FEAC TOGAF courses, as well as the Zachman certified courses, which we will tell you more about.

I'm just a little bit surprised by this idea, the panel, the way we are constructed here, because I didn’t have a presentation. I'm doing it off the top, as you can see. I was told we are supposed to have a panel discussion about the synergies of enterprise architecture. So I prepared in my mind the synergies between the different enterprise architectures that are out there.

For that, I just wanted to make a strong point. I wanted to talk about synergy like a bifurcation between on the one hand, "TOGAF and Zachman" as being standing on one side, whereas the statement has been made earlier this morning and throughout the meeting is "TOGAF and."

Likewise, we have Zachman, and it’s not "Zachman or, but it’s "Zachman and." Zachman provides that ontology, as John talks about it in his periodic table of basic elements of primitives through which we can constitute any enterprise architecture. To attempt to build an architecture out of composites and then venting composites and just modeling you're just getting a snapshot in time and you're really not having an enterprise architecture that is able to adapt and change. You might be able to have a picture of it, but that’s all you really have.

That’s the power of The Zachman Framework. Hopefully, most of you will attend our demonstration this afternoon and a workshop where we are actually going to have people work with building primitives and looking at the relationship of primitives, the composites with a case study.

Getting lost

On the other side of that, Schekkerman wrote something about the forest of architectural frameworks and getting lost in that. There are a lot of enterprise architectural frameworks out there.

I'm not counting TOGAF, because TOGAF has its own architectural content metamodel, with its own artifacts, but those does not require one to use the artifacts in the architectural content metamodel. They suggest that you can use DoDAF. You can use MODAF. You can use commercial ones like NCR’s GITP. You can use any one.

Those are basically the competing models. Some of them are commercial-based, where organizations have their own proprietary stamps and the names of the artifacts, and the wrong names for it, and others want to give it its own take.

I'm more familiar nowadays with the governmental sectors. For example, FEAF, Federal Enterprise Architecture Framework Version 2. Are you familiar with that? Just go on the Internet, type in FEAF v2. Since Scott Bernard has been the head, he is the Chief Architect for the US Government at the OMB, he has developed a model of enterprise architecture, what he calls the Architecture Cube Model, which is an iteration off of John's, but he is pursuing a cube form rather than a triangle form.
I'm not counting TOGAF, because TOGAF has its own architectural content metamodel, with its own artifacts.

Also, for him the FEAF-II, as enterprise architecture, fits into his FEAF-II, because at the top level he has the strategic plans of an organization.

It goes down to different layers, but then, at one point, it drops off and becomes not only a solution, but it gets into the manufacturing of the solution. He has these whole series of artifacts that pertain to these different layers, but at the lower levels, you have a computer wiring closet diagram model, which is a little bit more detailed than what we would consider to be at a level of enterprise architecture.

Then you have the MODAF, the DoDAF, and all of these other ones, where a lot of those compete with each other more on the basis of political choices.

With the MODAF, the British obviously don’t want to use DoDAF, they have their own, but they are very similar to each other. One view, the acquisition view, differs from the project view, but they do the same things. You can define them in terms of each other.

Then there is the Canadian, NAF, and all that, and they are very similar. Now, we're trying to develop the unified MODAF, DoDAF, and NAF architecture, UPDM, which is still in its planning stages. So we are moving toward a more integrated system.

Allen Brown: Let’s move on to some of the questions that folks are interested in. Moving away from what the frameworks are, there is a question here. How does enterprise architecture take advantage of the impact of new emerging technologies like social, mobile, analytics, cloud, and so on?

Bidirectional change

John A. Zachman: The change can take place in the enterprise either from the top, where we change the context of the enterprise, or from the bottom, where we change the technologies.

So technology is expressed in the context of the enterprise, what I would call Rule 4, and that’s the physical domain. And it’s the same way in any other -- the building architecture, the airplane architecture, or anything. You can implement the logic, the as-designed logic, in different technologies.

Whatever the technology is, I made an observation that you want to engineer for flexibility. You separate the independent variables. So you separate the logic at Rule 3 from the physics of Rule 4, and then you can change Rule 4 without changing Rule 3. Basically that’s the idea, so you can accommodate whatever the emerging technologies are.

Bellman: I would just continue with that. I agree with John. Thinking about the synergy between the different architectures, basically every enterprise architecture contains, or should contain, considerations of those primitives. Then, it’s a matter of which a customer wants, which a customer feels comfortable with? Basically as long as you have those primitives defined, then you essentially can use any architecture. That constitute the synergy between the architectures.
One of the jobs of an enterprise architect is to establish a view of the organization that can be used to promote understanding and communicate and manage change.

Band: I agree with what's been said. It’s also true that I think that one of the jobs of an enterprise architect is to establish a view of the organization that can be used to promote understanding and communicate and manage change. With cloud-based systems, they are generally based on metadata, and the major platforms, like Salesforce.com as an example. They publish their data models and their APIs.

So I think that there’s going to be a new generation of systems that provide a continuously synchronized, real-time view of what's going on in the enterprise. So the architectural model will model this in the future, where things need to go, and they will do analyses, but we will be using cloud, big data, and even sensor technologies to understand the state of the enterprise.

Bellman: In the DoDaF 2.0, when that initially came out, I think it was six years ago or so, they have services architecture, a services view, and a systems view. And one of the points they make within the context, not as a footnote, is that they expect the systems view to sort of disappear and there will be a cloud view that will take its place. So I think you are right on that.

Chris Forde: The way I interpreted the question was, how does EA or architecture approach the things help you manage disruptive things? And if you accept the idea that enterprise architecture actually is a management discipline, it’s going to help you ask the right questions to understand what you are dealing with, where it should be positioned, what the risks and value proposition is around those particular things, whether that’s the Internet of Things, cloud computing, or all of these types of activities.

So going back to the core of what Terry’s presentation was about is a decision making framework with informed questions to help you understand what you should be doing to either mitigate the risk, take advantage of the innovation, and deploy the particular thing in a way that's useful to your business. That’s the way I read the question.

Impact of sensors

Band: Just to reinforce what Chris says, as an enterprise architect in healthcare, one of the things that I am looking at very closely is the evaluation of the impact of health sensor technology. Gartner Group says that by 2020, the average lifespan in a developed country will be increased by six months due to mobile health monitoring.

And so there are vast changes in the whole healthcare delivery system, of which my company is at the center as a major healthcare payer and investor in all sorts of healthcare companies. I use enterprise architecture techniques to begin to understand the impact of that and show the opportunities to our health insurance business.

Brown: If you think about social and mobile and you look at the entire enterprise architecture, now you are starting to expand that beyond the limits of the organization, aren’t you? You're starting to look at, not just the organization and the ecosystem, your business partners, but you are also looking at the impact of bringing mobile devices into the organization, of managers doing things on their own with cloud that wasn't part of the architecture. You have got the relationship with consumers out there that are using social and mobile. How do you capture all of that in enterprise architecture?
An architecture can help you within your enterprise understand those things and it can help you connect to other enterprises or other information sources to allow you to make sense of all those things.

Forde: Allen, if I had the answer to that question I would form my own business and I would go sell it.

Back in the day, when I was working in large organizations, we were talking about the extended enterprise, that kind of ecosystem view of things. And at that time the issue was more problematic. We knew we were in an extended ecosystem, but we didn't really have the technologies that effectively supported it.

The types of technologies that are available today, the ones that The Open Group has white papers about -- cloud computing, the Internet of Things, this sort of stuff -- architectures can help you classify those things. And the technologies that are being deployed can help you track them, and they can help you track them not as documents of the instance, but of the thing in real time that is talking to you about what its state is, and what its future state will be, and then you have to manage that information in vast quantities.

So an architecture can help you within your enterprise understand those things and it can help you connect to other enterprises or other information sources to allow you to make sense of all those things. But again, it's a question of scoping, filtering, making sense, and abstracting -- that key phrase that John pointed out earlier, of abstracting this stuff up to a level that is comprehensible and not overwhelming.

Brown: So Iver, at Cambia Health, you must have this kind of problem now, mustn’t you?

Provide value

Band: That's exactly what I am doing. I am figuring out what will be the impact of certain technologies and how our businesses can use them to differentiate and provide value.

In fact, I was just on a call this morning with JeffSTAT, because the whole ecosystem is changing, and we know that healthcare is really changing. The current model is not financially sustainable, and there is also tremendous amount of waste in our healthcare system today. The executives of our company say that about a third of the $2.7 trillion and rising spent on healthcare in the US doesn't do anyone any good.

There's a tremendous amount of IT investment in that, and that requires architecture to tie it altogether. It has to do with all the things ranging from the logic with which we edit claims, to the follow-up we provide people with particularly dangerous and consequently expensive diseases. So there is just a tremendous amount going through an enterprise architecture. It’s necessary to have a coherent narrative of what the organization needs to do.
The way we deal with complexity is through classification. I suggest that there is more than one way to classify things.

Bellman: One thing we all need to keep in mind is even more dynamic than that, if you believe even a little bit of Kurzweil's possibilities is that -- are people familiar with Ray Kurzweil's 'The Singularity Is Near' -- 2037 will be around the singularly between computers and human beings.

So I think that the wrap where he argues that the amount of change is not linear but exponential, and so in a sense you will never catch up, but you need an architecture to manage that.

Zachman: The way we deal with complexity is through classification. I suggest that there is more than one way to classify things. One is one-dimensional classification, taxonomy, or hierarchy, in effect, decompositions, one-dimensional classification, and that's really helpful for manufacturing. From an engineering standpoint of a two-dimensional classification, where we have classified things so that they are normalized, one effect in one place.

Then if you have the problems identified, you can postulate several technology changes or several changes and simulate the various implications of it.

The whole reason why I do architecture has to do with change. You deal with extreme complexity and then you have to accommodate extreme change. There is no other way to deal with it. Humanity, for thousands of years, has not been able to figure out a better way to deal with complexity and change other than architecture.

Forde: Maybe we shouldn't apply architecture to some things.

For example, maybe the technologies or the opportunity is so new, we need to have the decision-making framework that says, you know what, let's not try and figure out all this, just to self-control their stuff in advance, okay? Let's let it run and see what happens, and then when it’s at the appropriate point for architecture, let's apply it, this is a more organic view of the way nature and life works than the enterprise view of it.

So what I am saying is that architecture is not irrelevant in that context. It's actually there is a part of the decision-making framework to not architect something at this point in time because it's inappropriate to do so.

Funding and budgeting

Band: Yeah, I agree that wholeheartedly. If it can't be health solutions, we are a completely agile shop. All the technology development is on the same sprint cycle, and we have three-week sprints, but we also have certain things that are still annual and wonderful like funding and budgeting.

We live in a tension. People say, well, what are you going to do, what budget do you need, but at the same time, I haven't figured everything out. So I am constantly living in that gap of what do I need to meet a certain milestone to get my project funded, and what do I need to do to go forward? Obviously, in a fully agile organization, all those things would be fluid. But then there's financial reporting, and we would also have to be fluid too. So there are barriers to that.

For instance, the Scaled Agile Framework, which I think is a fascinating thing, has a very clear place for enterprise architecture. As Chris said, you don't want to do too much of it in advance.  I am constantly getting the gap between how can I visualize what's going to happen a year out and how can I give the development teams what they need for the sprint. So I am always living in that paradox.
“The effective organization is garrulous, clumsy, superstitious, hypocritical, mostrous, octopoid, wandering, and grouchy."

Bellman: The Gartner Group, not too long ago, came up with the concept of emerging enterprise architecture and what we are dealing with. Enterprises don't exist like buildings. A building is an object, but an enterprise is a group of human beings communicating with one another.

As a very famous organizational psychologist Karl Weick once pointed out, “The effective organization is garrulous, clumsy, superstitious, hypocritical, mostrous, octopoid, wandering, and grouchy." Why? Because an organization is continually adapting, continually changing, and continually adapting to the changing business and technological landscape.

To expect anything other than that is not having a realistic view of the enterprise. It is emerging and it is a continually emerging phenomena. So in a sense, having an architecture concept I would not contest, but architecting is always worthwhile. It's like it's an organic phenomena, and that in order to deal with that what we can also understand and have an architecture for organic phenomena that change and rapidly adapt.

Brown: Chris, where you were going follows the lines of what great companies do, right?

There is a great book published about 30 years ago called ‘In Search of Excellence.’ If you haven’t read it, I suggest that people do. Written by Peters and Waterman, and Tom Peters has tried for ever since to try and recreate something with that magic, but one of the lessons learned was what great companies do, is something that goes simultaneous loose-tight properties. So you let somethings be very tightly controlled, and other things as are suggesting, let them flourish and see where they go before I actually box them in. So that’s a good thought.

So what do we think, as a panel, about evolving TOGAF to become an engineering methodology as well as a manufacturing methodology?

Zachman: I really think it’s a good idea.

Brown: Chris, do you have any thoughts on that?

Interesting proposal

Forde: I think it’s an interesting proposal and I think we need to look at it fairly seriously. The Open Group approach to things is, don’t lock people into a specific way of thinking, but we also advocate disciplined approach to doing things. So I would susspect that we are going to be exploring John’s proposal pretty seriously.

Brown: You mentioned in your talk that decision-making process is a precondition, the decision-making process to govern IT investments, and the question that comes in is how about other types of investments including facilities, inventory and acquisitions?

Forde: The wording of the presentation was very specific. Most organizations have a process or decision-making framework on an annual basis or quarterly whatever the cycles are for allocation of funding to do X, Y or Z. So the implication wasn’t that IT was the only space that it would be applied.
In many organizations, or in a lot of organizations, the IT function is essentially an enterprise-wide activity that’s supporting the financial activities, the plant activities, these sorts of things.

However, the question is how effective is that decision-making framework? In many organizations, or in a lot of organizations, the IT function is essentially an enterprise-wide activity that’s supporting the financial activities, the plant activities, these sorts of things. So you have the P and Ls from those things flowing in some way into the funding that comes to the IT organization.

The question is, when there are multiple complexities in an organization, multiple departments with independent P and Ls, they are funding IT activities in a way that may not be optimized, may or may not be optimized. For the architects, in my view, one of the avenues for success is in inserting yourself into that planning cycle and influencing,  because normally the architecture team does not have direct control over the spend, but influencing how that spend goes.

Over time gradually improving the enterprise’s ability to optimize and make effective the funding it applies for IT to support the rest of the business.

Zachman: Yeah, I was just wondering, you’ve got to make observation.

Band: I agree, I think that the battle to control shadow IT has been permanently lost. We are in a technology obsessed society. Every department wants to control some technology and even develop it to their needs. There are some controls that you do have, and we do have some, but we have core health insurance businesses that are nearly a 100 years old.

Cambia is constantly investing and acquiring new companies that are transforming healthcare. Cambia has over a 100 million customers all across the country even though our original business was a set of regional health plans.

Build relationships

You can't possibly rationalize all of everything I want you to pay for on that thing. It is incumbent upon the architects, especially the senior ones, to build relationships with the people in these organizations and make sure everything is synergetic.

Many years ago, there was a senior architect. I asked him what he did, and he said, "Well, I'm just the glue. I go to a lot of meetings." There are deliverables and deadlines too, but there is a part of consistently building the relationships and noticing things, so that when there is time to make a decision or someone needs something, it gets done right.

Zachman: I was in London when Bank of America got bought by NationsBank, and it was touted as the biggest banking merger in the history of the banking industry.
If I was the CEO and my strategy was to grow by acquisition, I would get really interested in enterprise architecture.

Actually it wasn’t a merger, it was an acquisition NationsBank acquired Bank of America and then changed the name to Bank of America. There was a London paper that was  observing that the headline you always see is, “The biggest merger in the history of the industry.” The headline you never see is, “This merger didn't work.”

The cost of integrating the two enterprises exceeded the value of the acquisition. Therefore, we’re going to have to break this thing up in pieces and sell off the pieces as surreptitiously as possible, so nobody will notice that we buried any accounting notes someplace or other. You never see that article. You’ll only see the one about the biggest merger.

If I was the CEO and my strategy was to grow by acquisition, I would get really interested in enterprise architecture. Because you have to be able to anticipate the integration of the cost, if you want to merge two enterprises. In fact, you’re changing the scope of the enterprise. I have talked a little bit about the role on models, but you are changing the scope. As soon as you change a scope, you’re now going to be faced with an integration issue.

Therefore you have to make a choice, scrap and rework. There is no way, after the fact, to integrate parts that don’t fit together. So you’re gong to be faced a decision whether you want to scrap and rework or not. I would get really interested in enterprise architecture, because that's what you really want to know before you make the expenditure. You acquire and obviously you've already blown out all the money. So now you’ve got a problem.

Once again, if I was the CEO and I want to grow by acquisition or merger acquisition, I would get really interested in enterprise architecture.

Cultural issues

Beryl Bellman: One of the big problems we are addressing here is also the cultural and political problems of organizations or enterprises. You could have the best design type of system, and if people and politics don't agree, there are going to be these kind of conflicts.

I was involved in my favorite projects at consulting. I was involved in consulting with NCR, who was dealing with Hyundai and Samsung and trying to get them together at a conjoint project. They kept fighting with each other in terms of knowledge management, technology transfer, and knowledge transfer. My role of it was to do an architecture of that whole process.

It was called RIAC Research Institute in Computer Technology. On one side of the table, you had Hyundai and Samsung. On the other side of the table, you had NCR. They were throwing PowerPoint slides back and forth at each other. I brought up that the software we used at that time was METIS, and METIS modeled all the processes, everything that was involved.
The frameworks are about creating shared understanding of what we have and where are we going to go, and the frameworks are just a set of tools that you have in your toolbox that most people don't understand.

Samsung said you just hit it with a 2×4. I used to be demonstrating it, rather than tossing out slides, here are the relationships, and be able to show that it really works. To me that was a real demonstration that I can even overcome some of the politics and cultural differences within enterprises.

Brown: I want to give one more question. I think this is more of a concern that we have raised in some people's minds today, which is, we are talking about all these different frameworks and ontologies, and so there is a first question.

The second one is probably the key one that we are looking at, but it asks what does each of the frameworks lack, what are the key elements that are missing, because that leads on to the second question that says, isn't needing to understand old enterprise architecture frameworks is not a complex exercise for a practitioner?

Band: My job is not about understanding frameworks. I have been doing enterprises solution architecture in HP at a standard and diversified financial services company and now at health insurance and health solutions company out for quite a while, and it’s really about communicating and understanding in a way that's useful to your stakeholders.

The frameworks are about creating shared understanding of what we have and where are we going to go, and the frameworks are just a set of tools that you have in your toolbox that most people don't understand.

So the idea is not to understand everything but to get a set of tools, just like a mechanic would, that you carry around that you use all the time. For instance, there are certain types of ArchiMate views that I use when I am in a group. I will draw an ArchiMate business process view with application service use of the same. What are the business processes you need to be and what are the exposed application behaviors that they need to consume?

I had that discussion with people on the business who are in IT, and we drove those diagrams. That's a useful tool, it works for me, it works for the people around me, it works in my culture, but there is no understanding over frameworks unless that's your field of study. They are all missing the exact thing you need for a particular interaction, but most likely there is something in there that you can base the next critical interaction on.

Six questions

Zachman: I spent most of my life thinking about my frameworks. There are six questions you have to answer to have a complete description of whatever it is, what I will describe, what, how, where, who, and why. So that’s complete.

The philosophers have established six transformations interestingly enough, the transfer of idea into an instantiation, so that's a complete set, and I did not invent either one of these, so the six interrogatives. They have the six stages of transformation and that framework has to, by definition, accommodate any factor that’s relevant to the existence of the object of the enterprise.  Therefore any fact has to be classifiable in that structure.

My framework is complete in that regard. For many years, I would have been reluctant to make a categorical statement, but we exercised this, and there is no anomaly. I can’t find an anomaly. Therefore I have a high level of confidence that you can classify any fact in that context.

There is one periodic table. There are n different compound manufacturing processes. You can manufacture anything out of the periodic table. That metaphor is really helpful. There's one enterprise architecture framework ontology. I happened to stumble across, by accident, the ontology for classifying all of the facts relevant to an enterprise.
In terms of completeness I think my framework is complete. I can find no anomalies and you can classify anything relative to that framework.

I wish I could tell you that I was so smart and understood all of these things at the beginning, but I knew nothing about this, I just happened to stumble across it. The framework fell on my desk one day and I saw the pattern. All I did was I put enterprise names on the same pattern for descriptive representation of anything. You’ve heard me tell quite a bit of the story this afternoon. In terms of completeness I think my framework is complete. I can find no anomalies and you can classify anything relative to that framework.

And I agree with Iver, that there are n different tools you might want to use. You don’t have to know everything about every framework. One thing is, whatever the tool is that you need to deal with and out of the context of the periodic table metaphor, the ontological construct of The Zachman Framework, you can accommodate whatever artifacts the tool creates.

You don’t have to analyze every tool, whatever tool is necessary, if you want to do with business architecture, you can create whatever the business architecture manifestation is. If you want to know what DoDAF is, you can create the DoDAF artifacts. You can create any composite, and you can create any compound from the periodic table. It’s the same idea.

I wouldn't spend my life trying to understand all these frameworks. You have to operate the enterprise, you have to manage the enterprise and whatever the tool is, it’s required to do whatever it is that you need to do and there is something good about everything and nothing necessarily does everything.

So use the tool that's appropriate and then you can create whatever the composite constructs are required by that tool out of the primitive components of the framework. I wouldn’t try to understand all the frameworks.

What's missing

Forde: On a daily basis there is a line of people at these conferences coming to tell me what’s missing from TOGAF. Recently we conducted a survey through the Association of Enterprise Architects about what people needed to see. Basically the stuff came back pretty much, please give us more guidance that’s specific to my situation, a recipe for how to solve world hunger, or something like that. We are not in the role of providing that level of prescriptive detail.

The value side of the equation is the flexibility of the framework to a certain degree to allow many different industries and many different practitioners drive value for their business out of using that particular tool.

So some people will find value in the content metamodel in the TOGAF Framework and the other components of it, but if you are not happy with that, if it doesn't meet your need, flip over to The Zachman Framework or vice versa.

John made it very clear earlier that the value in the framework that he has built throughout his career and has been used repeatedly around the world is its rigor, it’s comprehensiveness, but he made very clear, it’s not a method. There is nothing in there to tell you how to go do it.
The value side of the equation is the flexibility of the framework to a certain degree to allow many different industries and many different practitioners drive value for their business out of using that particular tool.

So you could criticize The Zachman Framework for a lack of method or you could spend your time talking about the value of it as a very useful tool to get X, Y, and Z done.

From a practitioner’s standpoint, what one practitioner does is interesting in a value, but if you have a practice between 200 and 400 architects, you don't want everybody running around like a loose cannon doing it their way, in my opinion. As a practice manager or leader you need something that makes those resources very, very effective. And when you are in a practice of that size, you probably have a handful of people trying to figure out how the frameworks come together, but most of the practitioners are tasked with taking what the organization says is their best practice and executing on it.

We are looking at improving the level of guidance provided by the TOGAF material, the standard and guidance about how to do specific scenarios.

For example, how to jumpstart an architecture practice, how to build a secure architecture, how to do business architecture well? Those are the kinds of things that we have had feedback on and we are working on around that particular specification.

Brown: So if you are employed by the US Department of Defense you would be required to use DoDAF, if you are an enterprise architect, because of the views it provides. But people like Terri Blevins that did work in the DoD many years, used TOGAF to populate DoDAF. It’s a method, and the method is the great strength.

If you want to have more information on that, there are a number of white papers on our website about using TOGAF with DoDAF, TOGAF with COBIT, TOGAF with Zachman, TOGAF with everything else.

Forde: TOGAF with frameworks, TOGAF with buy in, the thing to look at is the ecosystem of information around these frameworks is where the value proposition really is. If you are trying to bootstrap your standards practice inside, the framework is of interest, but applied use, driving to the value proposition for your business function is the critical area to focus on.

This panel discussion examined the synergy among the major EA frameworks, and consisted of moderator Allen Brown, President and Chief Executive Officer, The Open Group; Iver Band, an Enterprise Architect at Cambia Health Solutions; Dr. Beryl Bellman, Academic Director, FEAC Institute; John Zachman, Chairman and CEO of Zachman International, and originator of the Zachman Framework, and Chris Forde, General Manager, Asia and Pacific Region and Vice President, Enterprise Architecture, The Open Group.

Transcript of a live panel discussion at last month's The Open Group San Diego 2015. Copyright The Open Group and Interarbor Solutions, LLC, 2005-2015. All rights reserved.

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Tuesday, July 15, 2014

Health Data Deluge Requires Secure Information Flow Via Standards, Says The Open Group’s New Healthcare Director

Transcript of a BriefingsDirect podcast on how new devices and practices have the potential to expand the information available to healthcare providers and facilities.

Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: The Open Group.

Dana Gardner: Hello, and welcome to a special BriefingsDirect Thought Leadership Interview coming to you in conjunction with The Open Group’s upcoming event, Enabling Boundaryless Information Flow July 21-22, 2014 in Boston.

Gardner
I'm Dana Gardner, Principal Analyst at Interarbor Solutions and I'll be your host and moderator for the series of discussions from the conference on Boundaryless Information Flow, Open Platform 3.0, Healthcare, and Security issues.

One area of special interest is the healthcare arena, and Boston is a hotbed of innovation and adaption for how technology, enterprise architecture, and standards can improve the communication and collaboration among healthcare ecosystem players.

And so, we're joined by a new Forum Director at The Open Group to learn how an expected continued deluge of data and information about patients, providers, outcomes, and efficiencies is pushing the healthcare industry to rapid change.

With that, please join me now in welcoming our guest, Jason Lee, Healthcare and Security Forums Director at The Open Group. Welcome, Jason.

Jason Lee: Thank you so much, Dana. Good to be here.

Gardner: Great to have you. I'm looking forward to the Boston conference and want to remind our listeners and readers that it's not too late to sign up to attend. You can learn more at www.opengroup.org.

Jason, let’s start by talking about the relationship between Boundaryless Information Flow, which is a major theme of the conference, and healthcare. Healthcare perhaps is the killer application for Boundaryless Information Flow.

Lee: Interesting, I haven’t heard it referred to that way, but healthcare is 17 percent of the US economy. It's upwards of $3 trillion. The costs of healthcare are a problem, not just in the United States, but all over the world, and there are a great number of inefficiencies in the way we practice healthcare.

Lee
We don’t necessarily intend to be inefficient, but there are so many places and people involved in healthcare, it's very difficult to get them to speak the same language. It's almost as if you're in a large house with lots of different rooms, and  every room you walk into they speak a different language. To get information to flow from one room to the other requires some active efforts, and that’s what we're undertaking here at The Open Group.

Gardner: What is it about the current collaboration approaches that don’t work? Obviously, healthcare has been around for a long time and there have been different players involved. What are the hurdles? What prevents a nice, seamless, easy flow and collaboration in information that creates better outcomes? What’s the holdup?

Many barriers

Lee: There are many ways to answer that question, because there are many barriers. Perhaps the simplest is the transformation of healthcare from a paper-based industry to a digital industry. Everyone has walked into a medical office, looked behind the people at the front desk, and seen file upon file and row upon row of folders, information that’s kept in a written format.

When there's been movement toward digitizing that information, not everyone has used the same system. It's almost like trains running on different gauge track. Obviously if the track going east to west is a different gauge than going north to south, then trains aren’t going to be able to travel on those same tracks. In the same way, healthcare information does not flow easily from one office to another or from one provider to another.

Gardner: So not only do we have disparate strategies for collecting and communicating health data, but we're also seeing much larger amounts of data coming from a variety of new and different places. Some of them now even involve sensors inside of patients themselves or devices that people will wear. So is the data deluge, the volume, also an issue here?

Lee: Certainly. I heard recently that an integrated health plan, which has multiple hospitals involved, contains more elements of data than the Library of Congress. As information is collected at multiple points in time, over a relatively short period of time, you really do have a data deluge. Figuring out how to find your way through all the data and look at the most relevant [information] for the patient is a great challenge.

Gardner: I suppose the bad news is that there is this deluge of data, but it’s also good news, because more data means more opportunity for analysis, a better ability to predict and determine best practices, and also provide overall lower costs with better patient care.
We, like others, put a great deal of effort into describing the problems, but figuring out how to bring IT technologies to bear on business problems.

So it seems like the stakes are rather high here to get this right, to not just crumble under a volume or an avalanche of data, but to master it, because it's perhaps the future. The solution is somewhere in there, too.

Lee: No question about it. At The Open Group, our focus is on solutions. We, like others, put a great deal of effort into describing the problems, but figuring out how to bring IT technologies to bear on business problems, how to encourage different parts of organizations to speak to one another and across organizations to speak the same language, and to operate using common standards and language. That’s really what we're all about.

And it is, in a large sense, part of the process of helping to bring healthcare into the 21st Century. A number of industries are a couple of decades ahead of healthcare in the way they use large datasets -- big data, some people refer to it as. I'm talking about companies like big department stores and large online retailers. They really have stepped up to the plate and are using that deluge of data in ways that are very beneficial to them -- and healthcare can do the same. We're just not quite at the same level of evolution.

Gardner: And to your point, the stakes are so much higher. Retail is, of course, a big deal in the economy, but as you pointed out, healthcare is such a much larger segment. So just making modest improvements in communication, collaboration, or data analysis can reap huge rewards.

Quality side

Lee: Absolutely true. There is the cost side of things, but there is also the quality side. So there are many ways in which healthcare can improve through standardization and coordinated development, using modern technology that cannot just reduce cost, but improve quality at the same time.

Gardner: I'd like to get into a few of the hotter trends. But before we do, it seems that The Open Group has recognized the importance here by devoting the entire second day of their conference in Boston, that will be on July 22, to healthcare.

Maybe you could provide us a brief overview of what participants, and even those who come in online and view recorded sessions of the conference at http://new.livestream.com/opengroup should expect? What’s going to go on July 22?

Lee: We have a packed day. We're very excited to have Dr. Joe Kvedar, a physician at Partners HealthCare and Founding Director of the Center for Connected Health, as our first plenary speaker. The title of his presentation is “Making Health Additive.”
It will become an area where standards development and The Open Group can be very helpful.

Dr. Kvedar is a widely respected expert on mobile health, which is currently the Healthcare Forum’s top work priority.  As mobile medical devices become ever more available and diversified, they will enable consumers to know more about their own health and wellness. 

A great deal of data of potentially useful health data will be generated.  How this information can be used -- not just by consumers but also by the healthcare establishment that takes care of them as patients -- will become a question of increasing importance. It will become an area where standards development and The Open Group can be very helpful.

Our second plenary speaker, Proteus Duxbury, Chief Technology Officer at Connect for Health Colorado, will discuss a major feature of the Affordable Care Act — the health insurance exchanges -- which are designed to bring health insurance to tens of millions of people who previous did not have access to it. 

He is going to talk about how enterprise architecture -- which is really about getting to solutions by helping the IT folks talk to the business folks and vice versa -- has helped the State of Colorado develop their health insurance exchange.

After the plenaries, we will break up into three tracks, one of which is healthcare-focused. In this track there will be three presentations, all of which discuss how enterprise architecture and the approach to Boundaryless Information Flow can help healthcare and healthcare decision-makers become more effective and efficient.


Care delivery

One presentation will focus on the transformation of care delivery at the Visiting Nurse Service of New York. Another will address stewarding healthcare transformation using enterprise architecture, focusing on one of our platinum members, Oracle, and a company called Intelligent Medical Objects, and how they're working together in a productive way, bringing IT and healthcare decision-making together.

Then, the final presentation in this track will focus on the development of an enterprise architecture-based solution at an insurance company. The payers, or the insurers -- the big companies that are responsible for paying bills and collecting premiums -- have a very important role in the healthcare system that extends beyond administration of benefits. Yet, payers are not always recognized for their key responsibilities and capabilities in the area of clinical improvements and cost improvements.

With the increase in payer data brought on in large part by the adoption of a new coding system -- the ICD-10 -- which will come online this year, there will be a huge amount of additional data, including clinical data, that become available. At The Open Group, we consider payers -- health insurance companies (some of which are integrated with providers) -- as very important stakeholders in the big picture.

In the afternoon, we're going to switch gears a bit and have a speaker talk about the challenges, the barriers, the “pain points” in introducing new technology into the healthcare systems. The focus will return to remote or mobile medical devices and the predictable but challenging barriers to getting newly generated health information to flow to doctors’ offices and into patients records, electronic health records, and hospitals' data-keeping and data-sharing systems.
Payers are not always  recognized for their key responsibilities and capabilities in the area of clinical improvements and cost improvements.

We'll have a panel of experts that responds to these pain points, these challenges, and then we'll draw heavily from the audience, who we believe will be very, very helpful, because they bring a great deal of expertise in guiding us in our work. So we're very much looking forward to the afternoon as well.

Gardner: I'd also like to remind our readers and listeners that they can take part in this by attending the conference, and there is information about that at the opengroup.org website.

It's really interesting. A couple of these different plenaries and discussions in the afternoon come back to this user-generated data. Jason, we really seem to be on the cusp of a whole new level of information that people will be able to develop from themselves through their lifestyle, new devices that are connected.

We hear from folks like Apple, Samsung, Google, and Microsoft. They're all pulling together information and making it easier for people to not only monitor their exercise, but their diet, and maybe even start to use sensors to keep track of blood sugar levels, for example.

In fact, a new Flurry Analytics survey showed 62 percent increase in the use of health and fitness application over the last six months on the popular mobile devices. This compares to a 33 percent increase in other applications in general. So there's an 87 percent faster uptick in the use of health and fitness applications.

Tell me a little bit how you see this factoring in. Is this a mixed blessing? Will so much data generated from people in addition to the electronic medical records, for example, be a bad thing? Is this going to be a garbage in, garbage out, or is this something that could potentially be a game changer in terms of how people react to their own data -- and then bring more data into the interactions they have with healthcare providers?

Challenge to predict

Lee: It's always a challenge to predict what the market is going to do, but I think that’s a remarkable statistic that you cited. My prediction is that the increased volume of person-generated data from mobile health devices is going to be a game changer. This view also reflects how the Healthcare Forum members (which includes members from Capgemini, Philips, IBM, Oracle and HP) view the future.

The commercial demand for mobile medical devices, things that can be worn, embedded, or swallowed, as in pills, as you mentioned, is growing ever more. The software and the applications that will be developed to be used with the devices is going to grow by leaps and bounds.

As you say, there are big players getting involved. Already some of the pedometer-type devices that measure the number of steps taken in a day have captured the interest of many, many people. Even David Sedaris, serious guy that he is, was writing about it recently in The New Yorker.

What we will find is that many of the health indicators that we used to have to go to the doctor or nurse or lab to get information on will become available to us through these remote devices.
There are already problems around interoperability and connectivity of information in the healthcare establishment as it is now.

There will be a question of course as to reliability and validity of the information, to your point about garbage in, garbage out, but I think standards development will help here This, again, is where The Open Group comes in. We might also see the FDA exercising its role in ensuring safety here, as well as other organizations, in determining which devices are reliable.

The Open Group is working in the area of mobile data and information systems that are developed around them, and their ability to (a) talk to one another, and (b) talk to the data devices/infrastructure used in doctors’ offices and in hospitals. This is called interoperability and it's certainly lacking in the country.

There are already problems around interoperability and connectivity of information in the healthcare establishment as it is now. When patients and consumers start collecting their own data, and the patient is put at the center of the nexus of healthcare, then the question becomes how does that information that patients collect get back to the doctor/clinician in ways in which the data can be trusted and where the data are helpful?

After all, if a patient is wearing a medical device, there is the opportunity to collect data, about blood-sugar level let's say, throughout the day. And this is really taking healthcare outside of the four walls of the clinic and bringing information to bear that can be very, very useful to clinicians and beneficial to patients.

In short, the rapid market dynamic in mobile medical devices and in the software and hardware that facilitates interoperability begs for standards-based solutions that reduce costs and improve quality, and all of which puts the patient at the center. This is The Open Group’s Healthcare Forum’s sweet spot.

Game changer

Gardner: It seems to me a real potential game changer as well, and that something like Boundaryless Information Flow and standards will play an essential role in. Because one of the big question marks with many of the ailments in a modern society has to do with lifestyle and behavior.

So often, the providers of the care only really have the patient’s responses to questions, but imagine having a trove of data at their disposal, a 360-degree view of the patient to then further the cause of understanding what's really going on, on a day-to-day basis.

But then, it's also having a two-way street, being able to deliver perhaps in an automated fashion reinforcements and incentives, information back to the patient in real-time about behavior and lifestyles. So it strikes me as something quite promising, and I look forward to hearing more about it at the Boston conference.

Any other thoughts on this issue about patient flow of data, not just among and between providers and payers, for example, or providers in an ecosystem of care, but with the patient as the center of it all, as you said?

Lee: As more mobile medical devices come to the market, we'll find that consumers own multiple types of devices at least some of which collect multiple types of data. So even for the patient, being at the center of their own healthcare information collection, there can be barriers to having one device talk to the other. If a patient wants to keep their own personal health record, there may be difficulties in bringing all that information into one place.
There are issues, around security in particular, where healthcare will be at the leading edge.

So the interoperability issue, the need for standards, guidelines, and voluntary consensus among stakeholders about how information is represented becomes an issue, not just between patients and their providers, but for individual consumers as well.

Gardner: And also the cloud providers. There will be a variety of large organizations with cloud-modeled services, and they are going to need to be, in some fashion, brought together, so that a complete 360-degree view of the patient is available when needed. It's going to be an interesting time.

Of course, we've also looked at many other industries and tried to have a cloud synergy, a cloud-of-clouds approach to data and also the transaction. So it’s interesting how what's going on in multiple industries is common, but it strikes me that, again, the scale and the impact of the healthcare industry makes it a leader now, and perhaps a driver for some of these long overdue structured and standardized activities.

Lee: It could become a leader. There is no question about it. Moreover, there is a lot healthcare can learn from other companies, from mistakes that other companies have made, from lessons they have learned, from best practices they have developed (both on the content and process side). And there are issues, around security in particular, where healthcare will be at the leading edge in trying to figure out how much is enough, how much is too much, and what kinds of solutions work.

There's a great future ahead here. It's not going to be without bumps in the road, but organizations like The Open Group are designed and experienced to help multiple stakeholders come together and have the conversations that they need to have in order to push forward and solve some of these problems.

The conference

Gardner: Well, great. I'm sure there will be a lot more about how to actually implement some of those concepts at the conference. Again, that’s going to be in Boston, beginning July 21, 2014.

We'll have to leave it there. We've been talking with a new Director at The Open Group to learn how an expected continued deluge of data and information about patients and providers, outcomes and efficiencies are all working together to push the healthcare industry to rapid change. And, as we've heard, that might very well spill over into other industries as well.

So we've seen how innovation and adaptation around technology, enterprise architecture and standards can improve the communication and collaboration among healthcare ecosystem players.

This special BriefingsDirect discussion comes to you in conjunction with The Open Group, Boston, 2014 beginning on July 21. It's not too late to register (http://www.opengroup.org/boston2014) and join the conversation via Twitter #ogchat #ogBOS, where you will be able to learn more about Boundaryless Information Flow, Open Platform 3.0, healthcare and other relevant topics.

So a big thank you to our guest, Jason Lee, Healthcare and Security Forums Director at The Open Group. Thanks so much, Jason.

Lee: Thank you, very much.

Gardner: This is Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator throughout these Thought Leadership Interviews. Thanks again for listening, and do come back next time.

Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: The Open Group.

Transcript of a BriefingsDirect podcast on how new devices and practices have the potential to expand the information available to healthcare providers and facilities. Copyright The Open Group and Interarbor Solutions, LLC, 2005-2014. All rights reserved.

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Tuesday, September 10, 2013

Unum Group Architect Charts a DevOps Course to a Hybrid Cloud Future

Transcript of a BriefingsDirect podcast on how Unum Group has benefited from a better process around application development and deployment using HP tools.

Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: HP.

Dana Gardner: Hello, and welcome to the next edition of the HP Discover Performance Podcast Series. I'm Dana Gardner, Principal Analyst at Interarbor Solutions, your moderator for this ongoing discussion of IT innovation and how it’s making an impact on people’s lives.

Gardner
Once again, we're focusing on how IT leaders are improving their services' performance to deliver better experiences and payoffs for businesses and end users alike, and this time we're coming to you directly from the recent HP Discover 2013 Conference in Las Vegas.

Our next innovation case study interview highlights how employee benefits provider Unum Group has been building a DevOps continuum and is exploring the benefits of a better process around applications development and deployment. And we are going to learn more about how they've been using certain tools and approaches to improve their applications delivery.

So join me in thanking our guests for being here. We're joined by Tim Durgan, an Enterprise Application Architect at Unum Group. Welcome, Tim.

Tim Durgan: Thank you, Dana.

Gardner: We're also here with Petri Maanonen, Senior Product Marketing Manager for Application Performance Management at HP Software. Welcome, Petri. [Disclosure: HP is a sponsor of BriefingsDirect podcasts.]

Petri Maanonen: Hello, Dana.

Gardner: Let's talk a little bit about what's important for your company. You're a large insurer. You're in the Fortune 500. You're one of the largest employee benefits providers in the U.S. and you have a big presence in the UK as well. What are some of the imperatives that have driven you to try to improve upon your applications delivery?

Durgan: Even though, as you said, we're one of the largest employee benefits providers in the United States, we began to realize that there were smaller companies starting to chip away in segments of the market.

Durgan
It became imperative to deliver products more rapidly to the market, because delivery was a multi-year effort, which was unacceptable. If it took that long from concept to delivery, there would be a completely new market dynamic at play.

We started to look at application architectures like service-oriented architecture (SOA) to deliver agility, process automation, and rules automation -- all very mainstream approaches. We discovered pretty quickly that to use those approaches effectively you needed to have a level of governance.

Governance initiative

We had an SOA governance initiative that I led and we brought in technology from HP to aid us with that. It was the Business Service Management (BSM) suite of tools, the Systinet Repository, and some partner products from HP.

What we discovered very quickly is that in enterprise architecture, where I am from in the company, bringing in an operational tool like monitoring was not hailed as, "Thanks for helping us." There was this organizational push back. It became very clear to me early on that we were operating in silos. Delivery was doing their efforts, and we would throw it over the wall to QA. QA would do their job, and then we would ultimately move it out to a production environment and operational aspects would take over.

It really dawned on me early on that we had to try to challenge the status quo around the organization. That's what started to get me focused on this DevOps idea, and HP has a number of products that are really allowing that philosophy to become a reality.

Gardner: Tell me what you think that philosophy is. Does it differ from perspective and position within organizations as an enterprise architect, sort of a über role over some of these groups? How do you define DevOps?

Durgan: I have a couple of principles that I use when I talk about DevOps, and I try to use titles for these principles that are a little disruptive, so people pay attention.

For instance, I'll say "eliminate the monkeys," which essentially means you need to try to automate as much as possible. In many companies, their development process is filled with committees of people making decisions on criteria that are objective. Machines are very good at objective criteria. Let's save the humans for subjective things.
We want to put a product out quickly, but if it's going to fail, we would love to know it's going to fail very quickly, not make millions of dollars in investments.

That's what I talk about when we say eliminate the monkeys, get people out of the middle. It's really interesting, because as an architect, I recognize the automation of business process. But somehow I missed the fact that we need to automate the IT process, which in a lot of ways, is what DevOps is about.

Another principle is "fail fast." If you're going to deliver software fast, you need to be able to fail fast. As an example that I presented here at the conference last year -- which I knew most of the HP people loved -- was Palm. I'm sure they wished they had failed faster, because that was a pretty painful lesson, and a lot of companies struggle with that.

Unum does. We want to put a product out quickly, but if it's going to fail, we would love to know it's going to fail very quickly, not make millions of dollars in investments.

Another one is visibility throughout. I will say monitoring is a team sport. In a lot of companies, there are 50 or 60 monitoring tools. Each team has a monitoring tool. You have to have a secret decoder ring to use each monitoring tool.

While diversity is normally a great thing, it isn't when it comes to monitoring. You can't have the ops guy looking at data that's different from what the developer is looking at. That means you're completely hopeless when it comes to resolving issues.

Working collaboratively

My last one is "Kumbaya." A lot of IT organizations act competitively. Somehow infrastructure believes they can be successful without development and without QA and vice versa. Business sees only IT. We are a complete team and we have to work collaboratively to achieve things.

So those are really the ways I think about DevOps at the company.

Gardner: Petri, when you hear words like "process automation for IT" and a common view of the data across IT groups, it must be music to your ears?

Maanonen: Oh, sure. And the team has been very accurately capturing the essence of how DevOps needs to be supported as a function and of course shared among different kinds of teams in silos.

Maanonen
If you look at HP, we've been supporting these various teams for 15 years, whether it has been testing a performance of an application or monitoring from the end-user perspective and so forth. So we've been observing from our customers -- and Unum is a brilliant example of that -- them growing and developing their kind of internal collaboration to support these DevOps processes. Obviously the technology is a good supporting factor in that.

Tim was mentioning the continuous delivery type of demands from the business. We have been trying to step up, not only by developing the technology, but actually bringing very quickly supportive software-as-a-service (SaaS) types of offerings, Agile Manager and Performance Anywhere for example. Then, customers can quickly adopt the supporting technology and get this collaboration and a DevOps cycle, the continuous improvement cycle, going.

Gardner: Now, of course, this isn't just a technology discussion. When you said Kumbaya, obviously this is about getting people to see the vision, buy into the vision, and then act on the vision. So tell me a little bit more, Tim, about the politics of DevOps.
We are a complete team and we have to work collaboratively to achieve things.

Durgan: So you are going to ask me politics for this public interview. At Unum there is none, first of all, but I hear there is at other companies. I think the problem that a lot of companies have, and Unum as well, is that unfortunately we all have individual expectations and performance. We all have a performance review at the end of the year and we have things that we need to do. So it is, as you mentioned, getting everybody to buy into that holistic vision, and having these groups all sign up for the DevOps vision.

We've had good success in the conversation so far at Unum. I know we've talked to our Chief Technology Officer, and he's very supportive of this. But because we're still on the journey, we want data, metrics, and some evidence to support the philosophy. I think we're making some progress in the political space, but it's still a challenge.

I'm part of the HP BSM CAB (Customer Advisory Board), and in that group is, they talk about these other different small monitoring products trying to chip away at HP's market. The product managers, will ask, "Why is that? And I say that part of the problem is BSM is pitching enterprise monitoring.

The assumption is that a lot of organizations sign on to the enterprise monitoring vision. A lot of them don't, because the infrastructure team cares about the server, the application team cares about the app, and the networking team cares about the network. In a lot of ways, that's the same challenge you have in DevOps.

Requests for visibility

But I hear a lot of requests from the infrastructure and application teams for that visibility into each other's jobs, into their spaces, and that's what DevOps is pitching. DevOps is saying, "We want to give you visibility, engineer, so that you can understand what this application needs, and we want to give you visibility, developer, into what's happening in the server environment so you can partner better there."

There is a good grassroots movement on this in a lot of ways, more than a top-down. If you talk about politics, I think in a lot of cases it has to be this “Occupy IT” movement.

Gardner: What are some of the paybacks that are tangible and identifiable when DevOps is done properly, when that data is shared and there is a common view, and the automation processes gets underway?

Maanonen: What we hear from our customers, and obviously Unum is no exception to that, is that they're able to measure the return on investment (ROI) from the number of downtime hours or increased productivity or revenue, just avoiding the old application hiccups that might have been happening without this collaborative approach.

Also, there's the reduction of the mean time to resolve the issues, which they see in production and, with more supportive data than before, provide the fix through their development and testing cycles. That's happening much faster than in the past.
There is a good grassroots movement on this in a lot of ways, more than a top-down.

Where it might have been taking days or weeks to get some bugs in the application fixed, this might be happening in hours now because of this collaborative process.

Gardner: Tim, what about some of the initiatives that you're bound to be facing in the future, perhaps more mobile apps, smaller apps, the whole mobile-first mentality, and then more cloud options for you to deploy your apps differently, depending on what the economics and the performance and other requirements dictate. Does DevOps put you in a better position vis-à-vis what we all seem to see coming down the pike?

Durgan: It is, if you think about movement to the cloud, which Unum is very much looking at now. We're evaluating a cloud-first strategy. My accountability is writing this strategy.

And you start to think about, "I'm going to take this application and run it on a data center I don’t own anymore. So the need for visibility, transparency, and collaboration is even greater."

It’s a philosophy that enables all of the new emerging needs, whether it’s mobile, cloud, APIs, edge of the enterprise, all those types of phenomena. One of the other major things  we didn’t touch on it earlier that I would contend is a hurdle for organizations is, if you think about DevOps and that visibility, data is great, but if you don’t have any idea of expectations, it’s just data.

What about service-level management (SLM) and ITIL process, processes that predated ITIL, just this idea of what are the expectations, performance, availability, what have you for any aspect of the IT infrastructure or applications? If you don’t have a mature process there, it’s really hard for you to make any tangible progress in a DevOps space, an ALM space, or any of those things. That’s an organizational obstacle as well.

Make it real

One of the things we're doing at Unum is we're trying to establish SLAs beginning in dev, and that’s where we take fail fast to make it real. When I come to the conference and presented it, I had a lot of people look surprised. So I think it's radical.

If I can’t meet that SLA in dev, there's no way I am going to magically meet it in production without some kind of change. And so that’s a great enhancement. At first people say, that’s an awful lot of burden, but I try to say, "Look, I'm giving you, developer, an opportunity to fail and resolve your problem Monday through Friday, versus it goes to production, you fail, and you're here on the weekends, working around the clock."

That, to me is just one of those very simple things that is at the heart of a DevOps philosophy, a fail fast philosophy, and a big part of that development cycle. A lot of the DevOps tooling space right now is focused on some ALM on the front end, HP Agile Manager, and deployment.

Well, those are great, but as an application architect, I care about design and development. I think HP is well-positioned to do some great things with BSM, which has all that SLA data, and integrate that with things like the Repository, which has great lifecycle management. You start having these enforcement points and you say, "This code isn't moving unless it meets an SLA." That decision is made by the tool, objective criteria, decided by the system. There's no need to have a human involved. It's a great opportunity for HP to really do some cutting-edge and market-leading stuff.
Cloud and mobile are coming into play and are increasing the velocity of the applications and services being provisioned out to the end users.

Maanonen: We see that the cloud and mobile, as you mentioned, Dana, are coming into play and are increasing the velocity of the applications and services being provisioned out to the end users. We see that this bigger and larger focus, looking from the end user perspective of receiving the service, whether it’s a mobile or a cloud service, is something that we've been doing through our technology as a unifying factor.

It's very important when you want to break the silos. If the teams are adopting this end-user perspective, focusing on the end user experience improvement in each step of the development, testing, and monitoring, this is actually giving a common language for the teams and enhancing the chances of improved collaboration in the organization.

Durgan: That's a really good point. You start to hear this phrase now, the borderless enterprise, and it’s so true. Whether it’s mobile, cloud, or providing APIs to your customers, brokers, or third parties, that's the world we now live in. So we need to increase that quality and that speed to market. It’s no longer nice to have; You've got to deliver on that stuff.

If you don’t adopt DevOps principles and do some of these things around failing fast and providing holistic visibility and shared data, I just don't see how you change the game, how you move from your quarterly release cycle to a monthly, weekly, or daily release cycle. I don’t see how you do it.

Gardner: Here at HP Discover, we're hearing a lot about HAVEn, a platform that’s inclusive of many data and information types, with scale and speed and provisioning.

We're also hearing about Converged Cloud, an opportunity to play that hybrid continuum in the best way for your organization. And we heard some interesting things about HP Anywhere, going mobile, and enabling those endpoints at an agnostic level.

But after all, it’s still about the applications. If you don't have good apps -- and have a good process and methodology for delivering those apps -- all those other benefits perhaps don't pay back in the way they should.

Strong presence

So what’s interesting to me is that HP may be unique in that it has a very strong presence in the applications test, dev, deployment, fostering Agile, and fostering DevOps that the other competitors that are presenting options for mobile or for cloud don't have. So that’s a roundabout way of saying how essential it is to make people like Tim happy to the future of HP?

Maanonen: Tim has been pointing out that they're coming from a traditional IT environment and they're moving to the cloud now very fast. So you can see the breadth of the HP portfolio. Whatever technology area you're looking at, we should be pretty well-equipped to support companies and customers like Unum and others in different phases of their journey and the maturity curve when they move into cloud, mobile, and so forth. We're very keen to leverage and share those experiences we have here over the years with different customers.

Yesterday, there were customer roundtable events and customer advisory boards, where we're trying to make the customers share their experiences and best practices on what they've learned here. Hopefully, this podcast is giving an avenue to the other customers to hear what they should explore next.

But the portfolio breadth is one of the strengths for HP, and we're trying to stay competitive in each area. So I am happy that you have been observing that in the conference.
The portfolio breadth is one of the strengths for HP, and we're trying to stay competitive in each area.

Gardner: Last word to you, Tim. What would you like to see differently -- not necessarily just from a product perspective, but in terms of helping you cross the chasm from a siloed development organization and a siloed data center and production organization? What do you need to be able to improve on this DevOps challenge?

Durgan: The biggest thing HP can do for us is to continue to invest in those integrations of that portfolio, because you're right, they absolutely have great breadth of the offerings.

But I think the challenge for HP, with a company the size they are, is that they can have their own silos. You can talk to the Systinet team and talk to the BSM team and say, "Am I talking to the same company still?" So I think making that integration turnkey, like the integrations we're trying to achieve, is using their SOA Repository, their Systinet product as the heart of an SOA governance project.

We're integrating with Quality Center to have defects visible in the repository, so we can make an automated decision that this code moves because it has a reasonable number of defects. Zero is what we'd like to say, but let's be honest here, sometimes you have to let one go, if it’s minor. Very minor for any Unum people reading this.

Then, we are integrating with BSM, because we want that SLA data and that SLM data, and we are integrating with some of their partner products.

There’s great opportunity there. If that integration can be a smoother thing, an easier thing, a turnkey type operation, that makes the portfolio, that breadth something that you can actually use to get significant traction in the DevOps space.

Gardner: Well, great. I'm afraid we will have to leave it there. We've been learning about how Unum Group has been working toward a DevOps benefit and how they've been using HP products to do so.

So join me in thanking our guests, Tim Durgan, Enterprise Application Architect at Unum Group. Thank you, Tim.

Durgan: Thank you, Dana.

Gardner: And also Petri Maanonen, Senior Product Marketing Manager for Application Performance Management at HP Software. Thank you, Petri.

Maanonen: Thank you, Dana.

Gardner: And I'd like to thank our audience as well for joining us for this special HP Discover Performance Podcast coming to you from the recent HP Discover 2013 Conference in Las Vegas.

I'm Dana Gardner, Principal Analyst at Interarbor Solutions, your host for this ongoing series of HP sponsored discussions. Thanks again for joining, and come back next time.

Listen to the podcast. Find it on iTunes. Download the transcript. Sponsor: HP.

Transcript of a BriefingsDirect podcast on how Unum Group has benefitted from a better process around application development and deployment using HP tools. Copyright Interarbor Solutions, LLC, 2005-2013. All rights reserved.

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