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1 Zachman Zachman Classification, Classification, Implementation Implementation & Methodology & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates [email protected] www.ZachmanInternational.com © Copyright 1998-2005 Zachman Framework Associates Slide 2 As Managing Director of Metadata Systems Software (Canada) Inc., Stan Locke B.Com, MBA, Queen’s provides leadership and consulting support to leading corporations and large government organisations in the areas of Enterprise Architecture – including Business semantic, transformation, organization, timing and motivation components. His specialised database and repository capabilities in model management integration, software engineering and project implementation have helped numerous large organisations with the unique know-how to strategically implement Enterprise Architecture. He brings his years of learning experience to the Framework Implementation. In April 2004, he was appointed Managing Director and Chief Operating Officer of Zachman Framework Associates. Stan was a systems designer in a University Personnel setting for seven years; occupied a number of management roles of data groups for a high growth public telephone company for seven years; gave guidance as the Principal Consultant to the practice of business modelling for an early entry enterprise architecture consulting firm for 4 years; and has directed a system software company for 12 years. His professional interest has long been in the metasystems, metadata and metaframeworks arena. As a long time associate of John Zachman they served for a number of years on the International Repository Application Development board together. His work over the past dozen years has been directed at applied research of framework compliant techniques and framework teaching standards and tools, particularly with not-for-profit organizations and governments who share models. Stan has been active in church affairs over this same time period, serving in many Presbyterian congregations as Finance chairman, Board chairman, Stewardship chair, and Elder for much of that time. His particular interest in the past few years has been in the worldwide Alpha program, initiated by Holy Trinity Church (Anglican), Brompton (London) England. He and his wife are active members of Kingsway-Lambton United Church in Toronto. He also assists with his wife’s musical interests particularly in support of the 350 voice strong Toronto Children’s Chorus and The Oriana, a auditioned women’s choir, and both sons and daughters love of music.
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Zachman Classification, Implementation & Methodology · 1 Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates [email protected]

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Page 1: Zachman Classification, Implementation & Methodology · 1 Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates StanL@offline.com

1

ZachmanZachmanClassification,Classification,

Implementation Implementation & Methodology& Methodology

Stan Locke B.Com, M.B.A.

Zachman Framework Associates

[email protected]

© Copyright 1998-2005 Zachman Framework Associates Slide 2

As Managing Director of Metadata Systems Software (Canada) Inc., Stan Locke B.Com, MBA, Queen’s provides leadership and consulting support to leading corporations and large government organisations in the areas of Enterprise Architecture – including Business semantic, transformation, organization, timing and motivation components. His specialised database and repository capabilities in model management integration, software engineering and project implementation have helped numerous large organisations with the unique know-how to strategically implement Enterprise Architecture. He brings his years of learning experience to the Framework Implementation. In April 2004, he was appointed Managing Director and Chief Operating Officer of Zachman Framework Associates.

Stan was a systems designer in a University Personnel setting for seven years; occupied a number of management roles of data groups for a high growth public telephone company for seven years; gave guidance as the Principal Consultant to the practice of business modelling for an early entry enterprise architecture consulting firm for 4 years; and has directed a system software company for 12 years. His professional interest has long been in the metasystems, metadata and metaframeworks arena. As a long time associate of John Zachman they served for a number of years on the International Repository Application Development board together. His work over the past dozen years has been directed at applied research of framework compliant techniques and framework teaching standards and tools, particularly with not-for-profit organizations and governments who share models.

Stan has been active in church affairs over this same time period, serving in many Presbyterian congregations as Finance chairman, Board chairman, Stewardship chair, and Elder for much of that time. His particular interest in the past few years has been in the worldwide Alpha program, initiated by Holy Trinity Church (Anglican), Brompton (London) England. He and his wife are active members of Kingsway-Lambton United Church in Toronto. He also assists with his wife’s musical interests particularly in support of the 350 voice strong Toronto Children’s Chorus and The Oriana, a auditioned women’s choir, and both sons and daughters love of music.

Page 2: Zachman Classification, Implementation & Methodology · 1 Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates StanL@offline.com

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© Copyright 1998-2005 Zachman Framework Associates Slide 6

Zachman Overview Topics

1. Classification– the way we describe the business

2. Implementation– the way we deploy business solutions

3. Methodology – the way we accomplish the solution

© Copyright 1998-2005 Zachman Framework Associates Slide 7

Is all about breaking things …into component pieces

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© Copyright 1998-2005 Zachman Framework Associates Slide 8

Proposition Theory

Thing is related to Thing

– Where thing has existence– And thing has characteristics of interest– And thing is a count noun allowing the

abstraction to a set or class

© Copyright 1998-2005 Zachman Framework Associates Slide 9

Scope

Business

System

Technology

Component

WhyWhenWhat How Where Who

Operations

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© Copyright 1998-2005 Zachman Framework Associates Slide 16

Columnar Taxonomy

Thing– Entity– Transform– Location– Role– Cycle– end

Association– Relationship– Input– Connection– Work– Moment– Means

© Copyright 1998-2005 Zachman Framework Associates Slide 19

Point in Time, Length of time

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© Copyright 1998-2005 Zachman Framework Associates Slide 20

Point in Time, Length of time

© Copyright 1998-2005 Zachman Framework Associates Slide 21

Where is Quality Job 1 ?

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© Copyright 1998-2005 Zachman Framework Associates Slide 22

Where is counting accuracy critical ?

© Copyright 1998-2005 Zachman Framework Associates Slide 23

Where is intellectual capital paramount ?

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© Copyright 1998-2005 Zachman Framework Associates Slide 24

The constant cry “Where is it ?”

© Copyright 1998-2005 Zachman Framework Associates Slide 25

Capable of answering Why

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© Copyright 1998-2005 Zachman Framework Associates Slide 26

Industry ExamplesName major companies or industries1. require very high integrity in enumerating things

• Financial Institutions, Statisticians, Actuaries2. that are concerned about the process quality

• Manufacturers3. who are constantly adjusting their logistics routes

• Transportation, Retailers4. that have high intellectual capital outputs

• Consulting, Educational Institutions5. who are driven by something at a moment in time

• Emergency Services, Orchestras6. who are driven by their goals alone

• The church

© Copyright 1998-2005 Zachman Framework Associates Slide 27

Some ‘magic’ which allows us to cope with:

– Significantly increasing complexity • more with less resources• different outcomes from the present

– Rapidly decreasing time to market• Or from “idea to implementation”

– Constant evolution in implementation• Technology “Silver Bullets”• Best Practices & Better Methods (Methodology)

Classification Topics

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© Copyright 1998-2005 Zachman Framework Associates Slide 42

Helping Words

Linguists tell us that helping words

• assist in understanding the context of communication• clarify our ability to understand what something does not mean

© Copyright 1998-2005 Zachman Framework Associates Slide 46

outcomes

boundaries

concepts

logic

constructs

instructions

operations

Lists

semanticmodels

instances

schematicmodels

blueprintmodels

listings

identify

define

realize

represent

specify

configure

scope

business

enterprise

system

technology

component

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© Copyright 1998-2005 Zachman Framework Associates Slide 49

Helping Words Constructs

identify scope boundariesVisionaries’ lists

define business conceptsExecutive Leaders’ semantic models

realize enterprise operationsWorkers’ instances

logicsystemrepresentArchitects’ schematic models

constructstechnologyspecifyEngineers’ blueprint models

instructionscomponentconfigureImplementers’ listings

© Copyright 1998-2005 Zachman Framework Associates Slide 50

WhyWhenWhat How Where Who

Operations

Scope

Business

System

Technology

Component

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© Copyright 1998-2005 Zachman Framework Associates Slide 51

Ontology

Each class has a unique set of enterprise knowledge No two classifications overlapEach Classification can be namedThe classification content is described by a unique thing-relationship-thing model.

© Copyright 1998-2005 Zachman Framework Associates Slide 52

Framework Metamodel

Specifies the operating characteristics between the classifications in a framework– What is produced (deliverable)– How, or Why, When, Where and Who

and the meta constructs of the four frameworks.

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© Copyright 1998-2005 Zachman Framework Associates Slide 61

So could we have missed some important history ?

The Zachman framework is deceivingly simpleThere are four metaframeworks in the Zachman setImplementation is different than ClassificationMethodology is the value choices we make on the architecture primitives

© Copyright 1998-2005 Zachman Framework Associates Slide 63

Classification Constructs ~ the cell

Cell Width ( enterprise vs less than enterprise)

Cell Depth ( planning vs implementation detail)

Cell Slivers– Horizontal ( planning & control )

– Vertical ( implementation )

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© Copyright 1998-2005 Zachman Framework Associates Slide 64

Unique Deliverable

Each cell is a discrete deliverableEach cell is a discrete deliverable

InterrogativePerspective

AudiencePerspective

© Copyright 1998-2005 Zachman Framework Associates Slide 65

In how much detail ?

Cell width and depthCell width and depthHow much of the Enterprise is covered ?

• Horizontal Sliver or a Vertical Sliver

High Level ofDetail Model

Or

ExcruciatingDetail Models

sliver

sliver

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© Copyright 1998-2005 Zachman Framework Associates Slide 66

sliver

sliver

sliver

“good for enterprise implementation”

Adding detail is a function

of a cell not a column

• Horizontal Sliver or a Vertical Sliver• Planning Sliver or an Implementation Sliver

sliver“good for enterprise planning”High Level ofDetail Model

Or

ExcruciatingDetail Models

Cell width and depthCell width and depth

In how much detail ?

How much of the Enterprise is covered ?

© Copyright 1998-2005 Zachman Framework Associates Slide 67

InterrogativePerspective

AudiencePerspective

Each cell is a unique primitiveEach cell is a unique primitive

Primitive Perspective

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© Copyright 1998-2005 Zachman Framework Associates Slide 68

Is all about breaking things …into component pieces

© Copyright 1998-2005 Zachman Framework Associates Slide 69

Zachman Topics

1. Classification– the way we describe the business

2. Implementation– the way we deploy business solutions

3. Methodology – the way we accomplish the solution

Page 16: Zachman Classification, Implementation & Methodology · 1 Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates StanL@offline.com

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© Copyright 1998-2005 Zachman Framework Associates Slide 70

Zachman Topics

however …

© Copyright 1998-2005 Zachman Framework Associates Slide 71

Integration is about assemblies

Holistic nature of BusinessIntegrating the answers Integrating component detailsDiagonal integration implicationsMaking composites for practical use

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© Copyright 1998-2005 Zachman Framework Associates Slide 72

Three kinds of Integration

© Copyright 1998-2005 Zachman Framework Associates Slide 73

Three kinds of Composites

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© Copyright 1998-2005 Zachman Framework Associates Slide 74

The Hexagonal Model

What

Data

How

Process

Where

Location

Network

Who

People

Work

When

Time

Sequence

Why

Motivation

What

Data

© Copyright 1998-2005 Zachman Framework Associates Slide 75

Interconnecting the cells creates integrated viewpoint

Process

Data

Location

People

Time

VV

V

Motivation

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© Copyright 1998-2005 Zachman Framework Associates Slide 76

Interconnecting the cells creates integrated viewpoint

Process

Data

Location

People

Time

VV

V

Motivation

© Copyright 1998-2005 Zachman Framework Associates Slide 77

Integration ~ Ensures Quality

15 Matrices (if no relationship direction)• Completeness• Leveling• Pattern Emergence

30 Matrices (if relationships have direction)• Completeness• Leveling• Pattern Emergence

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© Copyright 1998-2005 Zachman Framework Associates Slide 78

Column Integrations0

c6-c4 c6-c5 c6-c6c6 c6-c1 c6-c2 c6-c3

c4-c4 c4-c5 c4-c6

c5 c5-c1 c5-c2 c5-c3 c5-c4 c5-c5 c5-c6

c4 c4-c1 c4-c2 c4-c3

c2-c4 c2-c5 c2-c6

c3 c3-c1 c3-c2 c3-c3 c3-c4 c3-c5 c3-c6

c2 c2-c1 c2-c2 c2-c3

c1-c4 c1-c5 c1-c6

c1 c2 c3 c4 c5 c6

c1 c1-c1 c1-c2 c1-c3

© Copyright 1998-2005 Zachman Framework Associates Slide 101

Zachman Topics

however …

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© Copyright 1998-2005 Zachman Framework Associates Slide 102

Primitives and Composites No Diagonal moves on Framework

The place of objects in Architecture

What’s next in the object world

© Copyright 1998-2005 Zachman Framework Associates Slide 103

The Diagonal Move

Operations

Scope

Business

System

Technology

Component

WhyWhenWhat How Where Who

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© Copyright 1998-2005 Zachman Framework Associates Slide 104

The Diagonal Issue

Operations

Scope

Business

System

Technology

Component

WhyWhenWhat How Where Who

Is No Architecture

© Copyright 1998-2005 Zachman Framework Associates Slide 105

WhatHowWhereWhoWhenWhyWhat

Scope

Business

System

Technology

Component

WhatHowWhereWhoWhenWhyWhat

WhatHowWhereWhoWhenWhyWhat

WhatHowWhereWhoWhenWhyWhat

WhatHowWhereWhoWhenWhyWhat

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© Copyright 1998-2005 Zachman Framework Associates Slide 112

© Copyright 1998-2005 Zachman Framework Associates Slide 116

Objects are integrations

Assemblies involve more than 1 cellOften traverse over the rowsAre implementation mechanisms

Page 24: Zachman Classification, Implementation & Methodology · 1 Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates StanL@offline.com

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© Copyright 1998-2005 Zachman Framework Associates Slide 117

Classic (Business) Object Theory

Object

Structure

Instance ofEntity:set ofclass of

Transform

Behaviour

© Copyright 1998-2005 Zachman Framework Associates Slide 118

Business Objects are Composites

Object

Structure

Instance ofEntity:

set ofclass of

Transform

SendReceive

Messages

ExposeInterface Triggers

InterpretRules

Behaviour

TemplateClass

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© Copyright 1998-2005 Zachman Framework Associates Slide 119

Business Object to Questions

Object

Structure

Instance of

Entity:set ofclass of

Transform

SendReceive

Messages

ExposeInterface Triggers

InterpretRules

Behaviour

TemplateClass

what

how

where who when

why

© Copyright 1998-2005 Zachman Framework Associates Slide 121

Is all about assembly of things …from component pieces

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© Copyright 1998-2005 Zachman Framework Associates Slide 122

MethodologySome ‘magic’ which allows us to cope with:

– Significantly increasing complexity • more with less resources• different outcomes from the present

– Rapidly decreasing time to market • Or from “idea to implementation”

– Constant evolution in implementation• Technology “Silver Bullets”• Best Practices & Better Methods (Methodology)

© Copyright 1998-2005 Zachman Framework Associates Slide 123

Repeatable way to implement …

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© Copyright 1998-2005 Zachman Framework Associates Slide 124

Methodology in summaryDetermines which questions will be answeredDetermines which audience perspectives will be addressedThat is: what classifications will be doneWhat width of the classification will be done What depth of the classification will be done Which components will be integratedWhich components will be transformedThis sets the standards that will apply

© Copyright 1998-2005 Zachman Framework Associates Slide 125

TOGAF is a methodology

Formulated on the Zachman Classification Which cells to cover with which implementation deliverablesWhich order, with whom and under what governance Which transformations to ensure between the audience layers

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© Copyright 1998-2005 Zachman Framework Associates Slide 126

Framework is neutral to methodology

Choosing which frameworksWhich cellsWhat depthWhich sliversWhat is to be integratedWhat is to be transformed

Are Decisions outside the classification

© Copyright 1998-2005 Zachman Framework Associates Slide 127

Random Selection

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© Copyright 1998-2005 Zachman Framework Associates Slide 128

Natural Integration

© Copyright 1998-2005 Zachman Framework Associates Slide 129

First the bad news

– There is more than one Zachman framework

Page 30: Zachman Classification, Implementation & Methodology · 1 Zachman Classification, Implementation & Methodology Stan Locke B.Com, M.B.A. Zachman Framework Associates StanL@offline.com

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© Copyright 1998-2005 Zachman Framework Associates Slide 130

ClassificationClassification

ProfessionProfession

Enterprise Enterprise

Product Product The ZachmanMetaframeworks

© Copyright 1998-2005 Zachman Framework Associates Slide 131

ClassificationClassification

ProfessionProfession

Enterprise Enterprise Enterprise Enterprise Enterprise

[as-is]

Enterprise

[as-is]

Enterprise

[to-be]

Enterprise

[to-be]

Enterprise

[could-be]

Enterprise

[could-be]

Enterprise

[should-be]

Enterprise

[should-be]

Enterprise

[might-be]

Enterprise

[might-be]Enterprise Enterprise

The ZachmanFramework Setdepth

As Is Should BeTo Be Will BeMight Be Could Be

Product Product

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© Copyright 1998-2005 Zachman Framework Associates Slide 132

ClassificationClassification

ProfessionProfession

Enterprise Enterprise Enterprise Enterprise Enterprise

[as-is]

Enterprise

[as-is]

Enterprise

[to-be]

Enterprise

[to-be]

Enterprise

[could-be]

Enterprise

[could-be]

Enterprise

[should-be]

Enterprise

[should-be]

Enterprise

[might-be]

Enterprise

[might-be]Enterprise Enterprise

The ZachmanFramework Setdepth

As Is Should BeTo Be Will BeMight Be Could Be

Product Product

© Copyright 1998-2005 Zachman Framework Associates Slide 133

ClassificationClassification

ProfessionProfession

EnterpriseEnterprise

The ZachmanFramework SetInheritance

Product Product

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© Copyright 1998-2005 Zachman Framework Associates Slide 134

Now the good news

– There are only four frameworks

– They all obey the underlying normative structure

© Copyright 1998-2005 Zachman Framework Associates Slide 135

Zachman Overview Topics1. Classification

– the way we describe the business

2. Implementation– the way we deploy business solutions

3. Methodology – the way we accomplish the solution

4. Elaboration– the way we accomplish the solution