Publications


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Estimate What? A Business-Driven Method for Early Scoping and Estimation of Architecture Impact

January 27, 2016

Open Group Conference, San Francisco. This presentation introduces a method to provide a business with specific “yes and no” questions they can understand and answer to drive a model that identifies the enterprise technology impact of a solution to drive an estimate. In practice, this has been very well received and resulted in a better understand of scope for IT and better visibility to business regarding the impact of their requests. In addition to introducing the theory and practice of the approach, it also reviews some of these real world case studies. While the technique applies to a wide variety of industries, the case studies reviewed will be for banking and a health care.


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Implementing an Enterprise & Solution Architecture Capability at a Health Care Insurer

July 22, 2014

Open Group Conference, Boston.  This is a case study of re-launching an Enterprise and Solution Architecture practice at Blue Cross Blue Shield of Rhode Island. It will review a multi-year journey to build capability both upward toward managing from a more enterprise perspective and downward to formalize the practice of designing and implementing solutions in order to streamline the road to production. This transformation took place on the heels of a migration to a new core processing platform and over the course of the enormous architecture challenges presented by Health Care Reform, thus requiring a careful and incremental roll out so as not to impact any regulatory deliverables. The study will highlight the common challenges of building capability while juggling the typical workload of mission critical activities, and share some strategies for being successful.


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Establishing a Partnership with your Business

July 18, 2013

Open Group Conference, Philadelphia.  Enterprise Architects have been advocating for a seat at the business strategy table since the dawn of, well, enterprise architecture.  In  many cases even getting a clear understanding of the business strategy is a challenge, let alone participating in its formulation.  By establishing partnership with the business, EA can better understand and even influence the business strategy, thus enabling IT to more effectively empower businesses goals and objectives.  More importantly, EA can extend beyond the technology boundary and take an active role in transforming the business.  This is a case study of a step by step approach for building such a partnership at a top 15 US bank.


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Assessing Architectural Significance – A Lightweight Approach

April 25, 2012

The Open Group Conference, Cannes.  Knowing when and where to engage an architect is a critical factor in successfully managing an IT portfolio, particularly in organizations where architects are scarce – and often expensive – resources. Many times it is clear which projects would benefit from the participation of an architect; in other cases, the decision is not so obvious. In these not-so-obvious cases, a structured means of assessing a project’s architectural significance is key. This presentation provides a lightweight, flexible set of techniques and guidelines for assessing the architectural significance of a project to aid in determining when to engage an architect.


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Investigative Architecture – Understanding Systems in a Business Context

February 01, 2012

The Open Group Conference, San Francisco.  A foundational skill for an architect is the capability to rapidly assess and document “as is” and proposed architecture and communicate clearly to business partners. A carefully scoped and formal diagram is a powerful vehicle for clear communication. A specific diagram – the system context view – provides a rapid method to describe a solution in business language. This instructional presentation provides concrete techniques and structured rules of thumb to guide the development of business context views at both the enterprise and solution level.


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Investigative Architecture – The Data Context Diagram

July 22, 2011

The Open Group Conference, Austin.  A foundational skill for an architect is the capability to rapidly assess and document “as is” and proposed solution architectures using diagrams. Scoping a diagram according to different needs is the most critical factor to successful visual communication.  This instructional session presents concrete techniques and structured rules of thumb to depict data and information flow both at the enterprise and solution level using the UML.


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Mentoring – Nurturing Your Architecture Practice

July 21, 2010

The Open Group Conference, Boston.  An enterprise architecture practice is only as good as the people in it. Establishing a small group of talented practicing architects is only the first step. To scale a team upward requires a repeatable approach to recruiting, mentoring and managing people in the architecture discipline. It is even more crucial as Enterprise Architecture moves away into a specialized field of its own apart from its software engineering roots – with a distinct career path and business focus.


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Investigative Architecture – The Conceptual Diagram

July 22, 2009

The Open Group Conference, Toronto.  Formal UML-based notation provides a powerful tool for architecture design and communication. There is also a compelling need for crisp, clear, and marketing-friendly architecture diagrams for use in executive presentations. The creation of polished, clear and well-scoped renditions of an architecture can be more art than science, so we propose a diagram that balances the appropriate level of formality for accuracy with enough flexibility for targeted marketing. This same view also provides a clear “at a glance” representation of an architecture, setting the scope for more detailed, formal views.


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Bootstrapping Enterprise Standards – A Real World Approach

July 22, 2008

The Open Group Conference, Chicago.  The value of basing activities within an enterprise on standards is undeniable, but how does one move a large enterprise to a standards-based approach? An existing enterprise does not provide a “clean slate” for standards, which creates both challenges and benefits – existing “enterprise memory” must be balanced with moving toward industry best practices. Also critical is avoiding the pitfall of “pie in the sky architecture” and instead leveraging standards for goal-oriented and concrete benefits. This presentation will discuss practical strategies for making the transition to standards based architecture, addressing key topics around establishing, governing, and maintaining standards.


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Investigative Architecture – Making Sense of Your Enterprise

July 22, 2008

The Open Group Conference, Chicago.  A foundational skill for an architect is the capability to rapidly assess and document “as is” and proposed solution architectures. The challenge lies in the typical state of enterprise knowledge regarding the systems – a myriad of internal and external informations sources at all levels of quality and completeness. Critical to rapidly converting this sea of information into useable knowledge requires a repeatable, structured approach for gathering information from internal stakeholders and documents and performing focused research for publicly available product and industry information.


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