Adeptia Enterprise Architecture Framework

Adeptia
Enterprise Architecture
Framework Author: Deepak Singh, CTO
312-229-1727 x113
deepak.singh@adeptia.com
www.adeptia.com
Topics
Why have Enterprise Architecture Framework?

Business drives Enterprise Architecture
Functional View
Technology View
Adeptia: Technology platform for this Framework
Example:
Framework applied to a sample project (An extranet Portal)
How will it ensure success?
2 © 2008 Adeptia, Inc. All rights reserved.

Why have Enterprise Architecture Framework?
Aligns business strategy with technology investment

Creates Vision and Strategy for Information Technology
“Blueprint” on how to view and approach IT projects
Presents a Functional and a matching Technology view for every IT initiative
Helps put a plan in place on how to get to the vision in an

evolutionary, incremental way
Adeptia Framework:
Vision for agile, integrated enterprise
Process-centric, SOA-based approach
Provides a structure for consistent IT decision making

Adeptia Enterprise Architecture Framework
Key ELEMENTS of framework:

People
People Who does the work, for whom
Processes
How work is done
Systems
Which tools are used
Information
Information Processes
Information = Data + Context

Inputs and Outputs of work
Systems

Business Drives Enterprise IT Architecture
People People
Information Processes Information Processes
Systems Systems
Executives,
Business Managers
Business Managers
CIO, CIO,
CIO
IT Management IT Management
Architects, Tech Leads,

Business Analysts
Developers

Functional View

Functional view: People
Employees Partners Customers

Employees
Business Users
IT users
Organization Governance
Partners
Suppliers, Vendors, BPO (Outsourcers)
Distributors, Agents
User
Interfaces Regulatory Bodies
Customers
Organization
Organizational chart
Responsibilities, reporting and permissions
Governance
Work and Project tracking
Sarbanes-Oxley compliance and controls
Business Case, Benefits analysis
User Interfaces
Website / Portal / Forms, Collaboration
Decision support / Reports
Human-Applications interface

Functional view: Processes
Business Functions
Activities performed for each department
Functional depts.
Underwriting, Claims, LoBs, etc
Business
Functions
Support Functions
Sales & Marketing: Lead Mgmt, Trade shows
Workflow Accounting and HR: Monthly close, Expense

Tasks Reimbursements, New Hires
Customer Care: Order mgmt, Training, Support
Process Support
Flows Functions BPO (Outsourced) Functions
Business
Workflow tasks
Rules Manual tasks required of business users such
as Reviews, Decisions, Exception handling etc.
BPO Business Rules

Functions
Routing of work to business users
Automation of repetitive decisions
Process Flows
HR: New Hire orientation, Leave approval
Underwriting: Quote request/response, Agent
downloads

Functional view: Systems
Infrastructure
On premises vs. hosted infrastructure
Security requirements and methods
Business continuity requirements
Business Applications
Business specific applications: Policy
Management Systems, Ratings, Claims apps
Support Applications
Horizontal applications: CRM, Call center,
Accounting
Middleware
Services/
Components SOA based integration
Connectivity
Message bus, Application interfaces, Adapters
Middleware Connectivity
Services
Functional components: Discrete IT modules
Business Support
Infrastructure that perform a specific function using underlying
Applications Applications
applications
E.g.: Get customer account number, Generate
AL3 download file, Download email attachment

Functional view: Information
Relational Data
Storage and management of structured data
Content / Document Management

Relational Storage and management of unstructured data
Data
Data Mart
Data Data warehouse for Business Intelligence,
Flows
Analytics and Reporting
Content/ Data flows

Docs Metadata Receive data from where and send where, when
Mgmt
Handling of errors and exceptions
Sources and Targets
Data
Quality Who is generating data, how to get it
Who needs data, how to send it
Employees, External entities, applications
Data
Mart
Data Quality
Insuring accuracy, consistency, timeliness of data
Metadata
Data elements and their meaning
Information = Data + Context

Functional View
People

Each of the areas in the diagram
represent specific capabilities
that are required for IT to
Organization Governance Business
Relational Functions
Data successfully complete IT
projects to meet business goals
Data User
Flows Interfaces Workflow
Tasks These combine together to
Information
Processes
Content/ define a set of requirements for
Docs Process Support
Metadata
Mgmt Flows Functions any IT project
Services/ Business By not explicitly addressing any

Data
Components Rules
Quality one of these areas leads to
Gaps in the overall business and technical
Data BPO
Mart requirements
Middleware Connectivity Functions
Finished projects not fully meeting original
business needs
High risk of delays and failure of project
Business Support
Infrastructure
Systems

Technology View

Technology view: People

User Management
Directory of users and managers, login
parameters, security and permissions
User Management/ Governance CRM app for contact management

Directory Model
Examples: LDAP, MS Active Directory,
Salesforce.com
Apps. BAM
Portal
UI Governance Model
Sarbanes-Oxley compliance and controls
Performance Management
Project Management tools and methodology
Tracking of timeline and deliverables
Portal Management
Creating a wizard-driven, Forms-based portal
Managing changes and enhancements
Business Activity Monitoring (BAM)

Creation of periodic or on-demand reports
Real-time dashboards
Applications interface for users

Technology view: Processes
Process Designer
Graphical interface to document processes
Process Modeler
Business
Functions Simulate process parameters and rules to
create most efficient and optimal processes
Process Repository
Workflow
Process Manager Store and manage processes and max. reuse
Modeler
Workflow Manager
Process Support
Designer Functions Create and manage human workflow tasks
Repository Business Rules Engine (BRE)

Business
Rules Specify rules and create rule sets
Engine Manage and store rules to maximize reuse
BPO
Functions

Technology view: Systems
Infrastructure
LAN Network, Internet connectivity, Email
Data centers, Hosting locations
Security (Firewalls), Backups & Recovery
Systems Management
Applications
Legacy, Proprietary systems
Packaged applications (CRM, ERP,
Accounting)
Business specific applications
Web Services or ESB

Process Engine
Adapters Services Registry
Services Repository
Process Web Services
Engine or ESB
Services
Functional components: Discrete IT modules
that perform a specific function using underlying
Business Support
Infrastructure applications
E.g.: Get customer account number, Generate
AL3 download file, Download email attachment

Technology view: Information
Databases
Document or Content
Management (ECM)
Database
Data-marts and warehouse

Flow Flow Designer
Designer
Schema
Editor Data Quality Rules
Document Metadata Metadata Dictionary
Mgmt Dictionary
Data
Schema Editor
Data
Mapper
Quality
Rules
Data Mapper
Data
Mart

Technology View
People

This represents specific
technology capabilities that are
User Management/ Governance needed to address each of the
Database Business
Directory Model Functions
areas in the diagram
Flow
Apps.
Portal BAM These are addressed by:
UI
Designer Workflow
Skill sets
Schema Process Manager
Information
Editor Modeler Internal IT staff
Processes
Internal Business Analyst staff
Document Metadata Process Support
Consultants
Mgmt Dictionary Designer Functions
Third-party IT products
Data Repository
Data Internally developed technology
Mapper Business
Quality
Rules
Rules
Adapters Services Registry Engine By not explicitly addressing any
one of these areas leads to
Data BPO
Process Web Services Functions Gaps in the design of IT Projects
Mart
Engine or ESB
Constant delays and high failure rates
Gaps manually addressed in ad-hoc manner
Business Support
Infrastructure Leads to lot of custom code and manual work-
arounds
Systems

The two views complement each other
Employees Partners Customers Employees Partners Customers
User Management/ Governance Business

Organization Governance Business Database
Relational Directory Model
Functions Functions
Data
Apps. Portal BAM

Data User Flow UI
Flows Interfaces Workflow Designer Workflow
Tasks Schema Process Manager
Editor Modeler
Content/
Process Support Document Metadata Process Support
Docs Metadata
Flows Functions Mgmt Dictionary Designer Functions
Mgmt
Data Repository
Business Data Mapper
Data Services/ Business
Rules Quality
Quality Components Rules
Rules
Adapters Services Registry Engine
Data BPO BPO

Mart Data
Functions Process Web Services Functions
Middleware Connectivity Mart
Engine or ESB
Business Support Business Support

Infrastructure Infrastructure
Applications Applications Applications Applications

How Adeptia supports
this framework?

Adeptia: Technology platform for this Framework
People
Employees Partners
Adeptia offers technology
Customers
features that correspond to
green highlighted capabilities
User Management/ Governance Business
Database Directory Model Functions This makes it easier and faster to
Apps.
apply the common framework
Portal BAM
Flow UI
Designer Workflow on enterprise-wide scale, on all
Schema Process Manager
or multiple IT initiatives
Information
Editor Modeler
Processes
Document Metadata Process Support Investing in Adeptia for any IT
Mgmt Dictionary Designer Functions
project supports an overall
Data Repository
Data
Quality
Mapper Business strategic vision
Rules
Rules
Adapters Services Registry Engine
Data BPO
Process Web Services Functions
Marts
Engine or ESB
Business Support
Infrastructure
Systems

How to implement
this framework?

Rolling out the Enterprise IT Architecture
Enterprise IT Architecture is a VISION, not

a single PROJECT
Implementing it is not a one-time effort
Built an IT project at a time
Apply the Enterprise Architecture on every Value
new IT project
E.g. An Agent or Customer Portal, Data Warehouse,
Executive Reporting or Dashboard, Accounting
Reconciliation, Automating New Hire Process, Automating
Claims or Underwriting
Number of Projects
Over time, the overall Enterprise
Architecture will take shape
The value of Enterprise IT Architecture is
realized more in later projects

Example: Applying the framework to an
actual initiative

Example
Example Initiative: An Extranet Portal

Approach:
First: Apply the Functional View to the extranet portal project. This is done during the
“Requirements” phase of the project.
Second: Apply the Technology View to the extranet portal project. This is done during the
“Design” phase of the project.
Third: Create a Solution Design that is faithful to the Technology View (in terms of tools and
SOA services to be used)
Fourth: Develop and Implement the project
Fifth: Test the solution vs. the Functional View
This approach ensures success of the project and commitment to

the strategic vision of Enterprise Architecture

Example: Framework applied to Portal Project
People
Who all will interact with the Portal?
Internal employees (Underwriters, IT maintenance), Agents, Support…
Project Mgmt?
User Mgmt capabilities?
Compliance and
Permissions?
Control?
Security?
SLA expectations?
Relational
Data Who sends
User Interfaces –
Needed and who Tasks
How users interact
For receives that require Depts,
with portal?
Portal? data? human Teams
Features?
Information
How is it interaction? that are
Processes
processed? Structure Which affected
And Business By the
formats Processes Portal?
of data Change?
Processed? How? What are
Data What do
How to the full
Quality they do
manage Services, set of
validations different?
docs capabilities, functions Business
and rules? Who?
worked available on portal? Rules?
How?
on at
portal?
How will portal connect with other apps?
Hardware, SW needed for Portal? Portal will need to work

Where hosted? Monitoring? with which Business Applications?
Policy Mgmt System, Ratings?
Systems

Example: Framework applied to Portal Project
People
User connectivity with portal? Which Web Browsers?
System Requirements? Any plug-ins?
Tech to manage users, Tech to ensure

Enforce security Uptime
Deploy Design
Design and technical
Portal Design and and
Implementation
specific Deploy deploy Depts,
of Portal
database Data flows workflow Teams
Information
Design tasks that are
Processes
Portal related As-Is and affected
Schemas To-Be By the
and create Business Portal?
Specify
Mapping Processes
Data Deploy What do
rules
Quality Rules they do
Rules Engine different?
Setup and Deploy portal and
specific components Who?
Doc error Business How?
Mgmt handling rules
Location
Design and deploy integration touch-points,

Web Services
Deploy HW and SW, Expose interfaces on needed

Setup maintenance process Business Applications
Systems

How does applying the framework ensure success?
Risks without the Framework Benefits with the Framework
Incomplete requirements Complete requirements and

Incomplete technical design solution design
End result unlikely to fully meet Project will meet business

business goals objectives
Last minute crisis, custom-coding Ensures high degree of reuse

and work arounds to address gaps Overall strategic vision is
Does not support long-term IT supported
vision
Does not promote reuse Guarantees success

Adeptia Enterprise Architecture Framework

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Adeptia

Why have Enterprise Architecture Framework?

2 © 2008 Adeptia, Inc. All rights reserved.

Aligns business strategy with technology investment

Helps put a plan in place on how to get to the vision in an

3 © 2008 Adeptia, Inc. All rights reserved.

Key ELEMENTS of framework:

Information = Data + Context

4 © 2008 Adeptia, Inc. All rights reserved.

Information Processes Information Processes

Architects, Tech Leads,

5 © 2008 Adeptia, Inc. All rights reserved.

6 © 2008 Adeptia, Inc. All rights reserved.

Employees Partners Customers

7 © 2008 Adeptia, Inc. All rights reserved.

Workflow Accounting and HR: Monthly close, Expense

BPO Business Rules

8 © 2008 Adeptia, Inc. All rights reserved.

9 © 2008 Adeptia, Inc. All rights reserved.

Content / Document Management

Content/ Data flows

10 © 2008 Adeptia, Inc. All rights reserved.

Employees Partners Customers

Services/ Business By not explicitly addressing any

11 © 2008 Adeptia, Inc. All rights reserved.

12 © 2008 Adeptia, Inc. All rights reserved.

Employees Partners Customers

User Management/ Governance CRM app for contact management

Business Activity Monitoring (BAM)

Applications interface for users

13 © 2008 Adeptia, Inc. All rights reserved.

Repository Business Rules Engine (BRE)

14 © 2008 Adeptia, Inc. All rights reserved.

Web Services or ESB

15 © 2008 Adeptia, Inc. All rights reserved.

Data-marts and warehouse

16 © 2008 Adeptia, Inc. All rights reserved.

Employees Partners Customers

Editor Modeler Internal IT staff

17 © 2008 Adeptia, Inc. All rights reserved.

Employees Partners Customers Employees Partners Customers

User Management/ Governance Business

Apps. Portal BAM

Data BPO BPO

Business Support Business Support

18 © 2008 Adeptia, Inc. All rights reserved.

19 © 2008 Adeptia, Inc. All rights reserved.

20 © 2008 Adeptia, Inc. All rights reserved.

21 © 2008 Adeptia, Inc. All rights reserved.

Enterprise IT Architecture is a VISION, not

22 © 2008 Adeptia, Inc. All rights reserved.

23 © 2008 Adeptia, Inc. All rights reserved.

Example Initiative: An Extranet Portal

This approach ensures success of the project and commitment to

24 © 2008 Adeptia, Inc. All rights reserved.

How is it interaction? that are

How will portal connect with other apps?

Hardware, SW needed for Portal? Portal will need to work

25 © 2008 Adeptia, Inc. All rights reserved.

Tech to manage users, Tech to ensure

Design tasks that are

Design and deploy integration touch-points,

Deploy HW and SW, Expose interfaces on needed