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UML® Profile for BIZBOK®

“Modeling for Everyone”

Global IASA eSummit

24 May 2017
Armstrong Process Group, Inc.
www.aprocessgroup.com

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved

 2
About APG

APG’s mission is to
“Align information technology and systems engineering
capabilities with business strategy using proven, practical
processes delivering world-class results.”

Industry thought leader in enterprise architecture, business
modeling, process improvement, systems and software
engineering, requirements management, and agile methods

Member and contributor to

UML, SysML®, SPEM, UPDM™/UAF, BAMM at OMG®

TOGAF, ArchiMate®, IT4IT™ at The Open Group

UML Profile and Metamodel teams at Business Architecture Guild

Business partners with Sparx, HP, and IBM

Open Group Accredited Training Provider, Guild Accredited
Training Partner™, IIBA® Endorsed Education Provider (EEP™)

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 3
BIZBOK Business Architecture Framework
Business Architecture Knowledgebase

Blueprints provide views into knowledgebase, based on stakeholder concerns

Scenarios contextualize expected outcomes of business architecture work

Also inform initial selections of key stakeholders and likely concerns
IASA eSummit – UML® Profile for BIZBOK® Guide
Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved BIZBOK Guide 5.5
 4
Value Proposition

Uplift professionalism of practitioners

Transition from office productivity tools to formal modeling solutions

Increase adoption of BIZBOK-based modeling

Diminish requirement of end-users to create one-off custom solutions

Provide foundation for end-user metamodel customization

Enable end-users to add custom properties and additional types of
elements, relationships, and diagrams

Allow integration of Business Architecture models with other
models

Enterprise architecture (TOGAF, ArchiMate, UPDM/UAF)

Business process (BPMN)

Systems engineering (SysML)

Solution delivery (UML)

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 5
What Are We Building?

UML Profile

Define base metatypes, metadata, and metarelationship

Make “open-source” to allow for end-user customization

Would allow end-user to create own MDG Add-In based on
Profile or MDG Tech

MDG Technology

Includes UML profile

New diagram types with specific toolboxes

Scripts, report templates, other stuff

Could also be open-sourced

MDG Add-In

Create .NET assembly using C# or VB.NET

Add new windows/views that do special things

Catch EA GUI events and respond accordingly
IASA eSummit – UML® Profile for BIZBOK® Guide
Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 6
Official Guild Team Site

Team Members
• APG
• AIMCo
• FedEx
• Guild Metamodel
• OMG BAMM RFP

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 7
Organization – Metamodel
interacts with composed of
Capability

Process

instance of Organization
delivers participates in
Legal Entity: yes/no
Capability Instance implements Legal Entity ID: text responsible for Value Stream Stage

oversees impacts
Policy Initiative

governs

is part of
Strategy guides Stakeholder

guides owns
Objective Product

Business Unit Collaborativ e Team

sourced from
Partner

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 8
Organization – Examples
Open the matrix profile 'Organization Operates In Location'
APG

Executive Management

Sales and Marketing Business Operations Professional Education Professional Services Research and
Development

Sales Contractor Certification Enterprise Academic Outreach

Management Training Architecture
Services

Marketing Finance Technical Training Solution Delivery Standards

Services Development

Human Resources Tool Training Systems Curriculum

Engineering Development
Services

Legal Tool Tool Development

Implementation
Services

Event Management

IT Operations

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 9
Capability – Metamodel
Value Stream Stage Stakeholder
«enumeration»
Value Item Capability Heatmap Status
Product enables Not Evaluated
composed of depends upon Does Not Exist But Should
enables
Working Well
contributes to Suboptimal
Problematic
produces Significantly Problematic
enables Capability Outcome
requires
Level: Stratification Level
impacts Heatmap Status: Capability Heatmap Status
Strategy «enumeration»
Criticality: Capability Criticality describes
Capability Criticality
informs
Information Negligible Impact = 5
impacts Concept Limited Impact = 4
Objective
Moderate Impact = 3
Noticeable Impact = 2
Significant Impact = 1
impacts Not Analyzed
automates
Initiative requires Application

«enumeration»
governs Stratification Level
delivers instance of Strategic
Core
Supporting
Policy Organization implements Capability Instance

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 10
UML Profile – Capability Elements
«metaclass»
«metaclass» «metaclass» State
Class Obj ect isComposite: Boolean
isActive: Boolean isOrthogonal: Boolean
isSimple: Boolean
isSubmachineState: Boolean

Capability Capability Instance Outcome

_instanceType = Capability Instance _metatype = Capability Instance _metatype = Outcome

_image = <Image type="EA... _strictness = profile _strictness = profile
_metatype = Capability
_sizeX = 250
_sizeY = 25
_strictness = profile
Criticality: Capability Criticality = Not Analyzed
Custom metaclass properties (like QuickLink
Heat Map: Capability Heatmap Status = Not Evaluated
"isActive" for Class metaclass) are those
Level: Stratification Level = Supporting assigned by Sparx by default. If a non-
«diagram property» default value is selected, there will be a A
(ShowNotes) Show Notes = 0 specific note about the rationale for a
different setting.

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 11
UML Profile – Capability Relationships
«metaclass» «metaclass» «metaclass»
Composition Dependency Instantiation

direction: Direction = Source -> Desti... direction: Direction = Destination -> ... direction: Direction = Destination -> ...

composedOf dependsUpon instanceOf

_metatype = composedOf _metatype = dependsUpon _metatype = instanceOf

_strictness = profile _strictness = profile _strictness = profile

«metaclass» «metaclass»
Association Association

compositionKind: CompositionKind = none compositionKind: CompositionKind = none

direction: Direction = Destination -> ... direction: Direction = Destination -> ...

produces requires

_metatype = produces _metatype = requires

_strictness = profile _strictness = profile

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 12
Capability Mapping – Diagram Types

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 13
Capability Map – Auto-Generated
APG

Finance Operations Research and Development

Accounting Communications Product Operations Intellectual Property

Operations

Accounts Payable Accounts Receivable Communications Product Management Product Order Content Management Content Publishing
Delivery Fulfillment

Event Operations Training Operations

Sales and Marketing

Attendee Conference Courseware Ordering Training Delivery

Marketing Management Management

Contact Management Contact Networking Event Delivery Event Management Training Preparation

Content Syndication Lead Identification Event Notification Event Preparation

Lead Management Product Notification Event Registration Facility Management

Service Notification Instructor

Management

Sales Practitioner Operations

Client Management Product Order Certification Delivery Certification

Processing Management

Product Sales Proposal Creation Practitioner Professional

Management Development

Proposal Quote Creation Service Management

Management

Quote Management Service Sales

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 14
Capability Map – Alternate Depiction
APG

Sales and Marketing Operations Research and Finance

Development

Sales Marketing Communications Event Operations Practitioner Product Operations Training Operations Intellectual Accounting
Operations Operations Property

Communications Product Courseware Content Accounts Payable

Client Management Contact Attendee Certification
Delivery Management Ordering Management
Management Management Delivery

Product Order Certification Product Order Training Delivery Content Publishing Accounts
Contact Networking Conference
Processing Management Fulfillment Receivable
Management

Product Sales Content Syndication Event Delivery Practitioner Training Preparation

Management

Proposal Creation Lead Identification Event Management Professional

Development

Proposal Lead Management Event Notification Service

Management Management

Quote Creation Product Notification Event Preparation

Quote Management Service Notification Event Registration

Service Sales Facility

Management

Instructor
Management

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 15
Value – Metamodel
informs
Strategy Initiative

Policy
Value Proposition aligns impacts
with
governs
delivers
Value Stream
desires relies on Product
triggers

Stakeholder composed of enables

{ordered}

supports enables
Value Stream Stage Capability

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 16
Value Mapping – Diagram Types

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 17
Value Map – Example

«desires»

Uplifted
Customer Workforce
Capabilities

«triggers»
«delivers»

Train Workforce

Understand Training Arrange Training Register for Training

Train Workforce Deliver Training Close Training
Requirements Logistics Session Session Session

Value Streams : Train Workforce - Value Items

Value Streams :Train Workforce - Value Stream Stages

Value Streams :Train Workforce - Capabilities

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 18
Value Stream – Metamodel
delivers

triggers desires
Value Stream Stakeholder Value Proposition

impacts Initiative

composed of
composed of supports Outcome
receives
{ordered}
impacts contributes to

Value Stream Stage requires produces

contributes
Name: Text to
Process enables Capability
Description: Text
implements /Is Start Stage: Yes/No
/Is End Stage: Yes/No
Value Item
participates in
delivers
uses
responsible for
Organization Product represents

has entrance has exit

criteria criteria represents represents

applies to
Value Stream Criteria Information
Concept

applies to

instance of
Information represents
Concept Instance

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 19
Value Stream Specification
:Customer :Training Facility :Student :Customer

Understand Arrange Register for Deliver

Close Training
Training Training Training Training
Session
Requirements Logistics Session Session

Clear Appropriate Defined Improved Targeted

Customer Facilities Target Professional Customer
Expectations Audience Skills Feedback

Uplifted
Workforce
Capabilities

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 20
Value Cross-Mapping
Understand Training Arrange Training Register for Training Deliver Training Close Training
Requirements Logistics Session Session Session

Client Event Management Event Management Event Delivery Accounts Payable

Management

Proposal Facility Event Registration Event Management Accounts

Management Management Receivable

Quote Instructor Event Preparation Attendee

Management Management Management

Service Sales Event Management

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 21
Information – Metamodel
Product

Stakeholder Type
Capability

composed of related to

represents

defines Information informs

Concept
Policy governs
describes Outcome

uses represents
Value Stream Stage
instance of
informs
Objective
Value Item
applies to lifecycle defined by

Value Stream Information in state Information represents

Criteria Concept State Concept Instance

applies to

Distinguished
Business Obj ect

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 22
Information Map – Diagram Types

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 23
Information Map – Example
Statement of Event Event Registration Attendee
Work

Customer Event Attendance Student

Proposal Course Evaluation Certificate of

Completion

Training Session

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 24
Information Lifecycle – Training Event
Scheduled

Opened

Canceled

Closed

Setup Delivered Completed

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 25
Value Stream – Entry/Exit Criteria

:Proposal :Event :Event

[Submitted] [Scheduled] [Delivered]

Understand Arrange Register for Deliver

Close Training
Training Training Training Training
Session
Requirements Logistics Session Session

:Statement of :Event :Course :Certificate of

Work [Setup] Evaluation Completion
[Approved] [Returned] [Provided]

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 26
Value Stream Stage / Information Objects Mapping
Target

:Certificate of Completion

:Statement of Work
:Course Evaluation

:Proposal
:Event

:Event

:Event
Source
Arrange Training Logistics

Close Training Session

Deliver Training Session

Register for Training Session Value Stream Stage

Train Workforce

Understand Training Requirements

enabled by Capability

Value Stream Stage has Target

:Instructor Management
:Attendee Management

:Proposal Management
:Facility Management
:Accounts Receivable

:Quote Management
Entry/Exit Criteria

:Client Management

:Event Management

:Event Management

:Event Management

:Event Management

:Event Registration
:Event Preparation
:Accounts Payable

:Event Delivery
(Information Concepts)

:Service Sales
Source
Arrange Training Logistics

Close Training Session

Deliver Training Session

Register for Training Session

Train Workforce

Understand Training Requirements

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 27
Conclusions

UML Profile for BIZBOK should increase level of adoption
of formal modeling in Business Architecture

Have released first alpha version focusing on core,
foundational domains

Capability, Value, Information, Organization

Plan to release beta version by beginning of June 2017

Have finished metamodel for extension domains

Strategy, Initiative, Stakeholder, Product, Policy

Will begin implementing UML profile in June

Looking for end-users to test work-in-progress

Also looking for people to help contribute to development

Plan to release first complete version 3Q2017
IASA eSummit – UML® Profile for BIZBOK® Guide
Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 28
Q&A
[email protected]
http://www.aprocessgroup.com
http://www.linkedin.com/in/togaf/

Thanks for your attention

and participation!

"APG", the APG logo, "proven practical process" (and its graphic representation), ATPL, EA-In-A-Box, APG ModelFlow are trademarks of Armstrong
Process Group, Inc.
Object Management Group, OMG, the OMG logo, Model-Driven Architecture, MDA, the MDA logo, Business Process Modeling Notation, BPMN, the
BPMN logo, Unified Modeling Language, UML, and the UML logo are trademarks or registered trademarks of the Object Management Group, Inc. in
the United States and other countries.
BIZBOK, A Guide to the Business Architecture Body of Knowledge, Certified Business Architect, CBA, Guild Accredited Training Program, and GATP
are trademarks or registered trademarks of the Business Architecture Guild.
Other company, product, or service names may be trademarks or service marks of others.

IASA eSummit – UML® Profile for BIZBOK® Guide

Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved
 29
myAPG Resource Portal

You can download

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access numerous
other resources at
the myAPG resource
portal!

www.aprocessgroup.com/myapg
IASA eSummit – UML® Profile for BIZBOK® Guide
Copyright © 1998-2017, Armstrong Process Group, Inc., All rights reserved