CMAD Group Workbook 5 Op Model Deploy

11

Workbook 6

Authored by: Alexander Doré August 14, 2010

Workbook 5

Architecture Services Mobilization Operational Model - Deployment & Execution

Business Architecture Program Business Enterprise Architecture Governance (BEAG)

Confidential

C-MAD Group Inc Computer Science & Engineering Architecture Consulting Services

22

Chief Architect Role •  Chief Architect implementation of the Business Enterprise Architecture

Governance (BEAG) will enable ALU to achieve greater precision in implementing oversight, controlling planning and estimating, and prioritizing at an US Enterprise level, and immediately improving the linkage of tactical execution to strategy

•  Chief Architect plays a critical role in supporting pre-execution gate activities in addition to providing design support for projects –  Translates business capabilities into IT strategy as part of business architecture –  Delivers high level solutions as part of solution shaping –  Ensures technology solutions align to the guiding IT strategy through execution

•  Chief Architect will requisition well estimated and reasonable % of Capital as needed to fund ALU Business Enterprise Architecture, Solution Shaping, and Governance activities for 2010/2011 –  Funding is crucial to support sufficient architects within the organization to maintain the

ability to grow and deliver to support 2010 discovery activities –  Architecture resources must be in place to support solution shaping as discovery pilots

occur –  Large critical programs like Platform Consolidation risk failure if there is no governance

ensuring alignment to IT strategy

33

ALU Delivery Planning & Architecture

Management

Chief Architect Delivers Key Services Across ALU Enterprise Operating Model

Strategy

•  ALU Business Architecture strategy defined & maintained as a reflection of business strategy

•  Solutions defined in greater detail as solution shaping takes place in discovery

•  ALU capabilities delivered over time

Strategic Planning

Business Architecture

& Blueprinting

Strategy Planning & Discovery

Portfolio Management

Initiative Planning

Project Discovery &

Planning

Detailed Req’s

Detailed Design Dev. Testing Implemen-

tation

Refinement & Execution

IT Strategy

Governance

Chief Architect will be required to provide architectural

governance during solution shaping and detailed design

Business Architecture •  A team of “X” will deliver IT

strategy and blueprinting in collaboration with Corporate Strategy

Enterprise Architects •  A mix of internal and external

resources will provide the equivalent of “X” architects over 2010

Application Architects •  Governance activities should represent 20% of architect workload.

Architect headcount needs to be stable

•  Project funding will continue to fund application architect involvement in project design

•  IT PMO (PPM) •  Business PMO (PPE) •  Benefit Realization

•  Performance and Capacity Management •  IT Vendor Management •  Change Management •  Service Level Management ALU

Resources Needed

ALU BEAG Operating

Model

Chief Architect deliver Solution Shaping coordinated by BRM’s

Business Architects required to provide ongoing updates to the ALU vision as business strategy

and capabilities evolves

44

Funding Discovery Resource Model

Strategy

!  Team of “X” needed to collaborate with Business Strategy as defined by Business Architecture effort currently underway within Strategy and Planning

!  Cost: $Y.0M

!  Resources: X

!  Cost: $Z.0M

!  Resources: W

Architecture Significance < $500K $500K – 1M $1M – 3M $3 – 5M >$5M

Avg Project (mil) $0.250 $0.750 $1.500 $4.000 $6.000

Low $ 0.000 $ 0.001 $ 0.005 $ 0.013 $ 0.040

Medium $ 0.000 $ 0.002 $ 0.010 $ 0.027 $ 0.080

High $ 0.001 $ 0.005 $ 0.010 $ 0.053 $ 0.080

Architecture Significance < $500K $500K – 1M $1M – 3M $3 – 5M >$5M

Low 2% 6% 2% 0% 0%

Medium 4% 7% 15% 10% 0%

High 5% 12% 15% 12% 10%

PRE-PROJECT PLANNING ARCHITECTURE DOLLARS PER PROJECT

PERCENTAGE OF 2010 PROJECTS FALLING WITHIN EACH TYPE

Planning & Architecture

!  ~X Projects projected for 2010/2011

!  ~Y of the X projects will go through discovery

!  Assume a normal spread of projects in terms of complexity and cost and estimate architecture funding needed (see Example)

!  Assume a mix of internal and external resources. External resources will be used to help ramp up headcount and then transition to a steady state internal headcount

Resource CalculationsDiscovery Full-time Equivalents (FTEs)

2010 Start 2010 End Average CostInternal: 0.0 8.40 4.20 840,000.00$

External: 14.0 5.60 9.80 4,410,000.00$ Total: 14.0 14.00 14.00 5,250,000.00$

Control Examples

55

Governance will focus on 11 key decision points

Governance Key Decision Points and Owners

!  Capabilities (Strategic Planning Group)

!  ALU vision (CIO/CTO)

!  SP/BI owner assigned (Strategic Planning Group)

!  Prioritization (SP/BI owner)

!  Business case (BRM)

!  High level requirements (Enterprise Architects)

!  Solution shaping (BRM’s)

!  Documented POR (EPMO)

!  Detailed requirements (Enterprise Architects)

!  Detailed design (BRM’s)

!  Testing (AD Architects)

Establish ALU business and IT strategy

ALU Business and IT planning of IT investments

Development of approved IT solutions

3

4

9 10 11 2

Strategic Planning

Business Architecture

& Blueprinting

Strategy Planning & Discovery


Initiative Planning

Project Discovery &

Planning

Detailed Req’s

Detailed Design Dev. Testing Implemen-

tation


IT Strategy 2

3

4

9 10 11 Operating Model

Decision Points and

Governance Owner

Exception Process

1

1

5

6

5 6

7

7

8

8

66

Details of Proposed Business-centric Operating Model

Legend [Designate]: R: Responsible A: Approving Authority C: Consulted I: Informed

Legend [Roles]: EMPO = Executive Management Program Office ELT = Executive Leadership Team BRM = Business Resource Management SP/BI = Strategic Planning/Business Intelligence PPM = IT PMO PPE = Business PMO

77

Operating Model: Strategy

Business Strategic Planning Operational Business

Architecture Blueprinting / IT Design Delivery & Deployment

IT Strategy

Goals

Org Platform Skills ALU Vision

Capabilities SP/BI Mapping/Creation

Goals Capabilities

Feasibility

Process

Business

•  Strategic goals and objectives defined

•  Business Architecture identifies the business capabilities required to deliver on strategic goals and objectives

•  Business Capabilities and the ALU Vision are mapped to SP/BI’s as appropriate

IT

•  Strategic IT Org, Platform, and Skill decisions are made based on needs identified in the business strategy

•  IT capabilities and investments are identified that deliver on business capabilities and mapped into a roadmap that delivers those capabilities over time

1 2

StrategicPlanning

OperationalBusiness & ITArchitectureBlueprinting

PortfolioManagement

Operations Support

Strategy

DetailedRequirements

DetailedDesign Development Testing

Implemen -tation




Implemen -tation


Project Discovery and

Planning

Planning & Discovery

Initiative Planning

IT Strategy

Operations

Feasibility

Responsible: Corporate Strategy

Responsible: Strategic Planning Group

Responsible: CTO

1

2

3

4

3

4

1a 1a

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

Strategy

88

Operating Model: Strategy Business Strategic Planning Operational Business & IT

Architecture Blueprinting IT Strategy

Goals Org Platform Skills

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

Capabilities SP/BI Mapping/Creation

•  Goals: defining the strategic goals of the company

•  Capabilities: Strategic goals translated into actionable business capabilities and metrics

•  SP/BI Mapping/Creation: Business capabilities mapped to SP/BI’s

R A C I

Corporate Strategy X

ELT X

Business Architects X

Strategic Planning X

•  Inputs: N/A •  Outputs: Goals

R A C I



Business Architects X

SP/BI Owners X

BRM X

R A C I



SP/BI Owners X

BRM X

EMPO X

ALU Vision

•  Inputs: Goals •  Outputs: Capabilities

•  Inputs: Goals •  Outputs: SP/BI Mapping/Creation

•  Org / Platform / Skills: Organizational structure, strategic platforms and key skills based on strategic goals and IT objectives

•  ALU Vision: High level IT Solutions

R A C I

CTO X

CIO X


BRM X

R A C I

CTO X

ELT X


BRM X

•  Inputs: Goals •  Outputs: Org / Platform / Skills

•  Inputs: Goals / Capabilities •  Outputs: SP/BI Mapping/Creation

1 2

3

1a

99

Operating Model: Planning & Discovery

Priorities

Cost, benefit and time estimates

Process


Project Discovery & Planning

Initiative Planning

Prioritization Documented ROI

Solution Shaping

Business Case

Business

•  SP/BI owner assigned if new SP/BI had been created (Approving Authority: Strategic Planning Group)

•  SP/BI owners commit to an aggregate cost/benefit for their total portfolio and prioritize based on funding and resources (Approving Authority: SP/BI Owners)

•  SP/BI Owners review business cases coming out of discovery as an input to portfolio prioritization (Approving Authority: SP/BI Owner)

•  SP/BI portfolio submitted for approval is reviewed to ensure agreed upon cost/benefit is being met (Approving Authority: SP/BI Owner)

IT

•  Architecture being developed in solution shaping is reviewed for alignment to ALU vision (Approving Authority: CTO)

•  Architecture submitted to Council is reviewed for alignment to ALU vision (Approving Authority: Ops Council)

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

SP/BI Owner Assigned

Projects for

approval

2

3

5

4

Initiative Charter

Requirements Definition

1

Handoff from Strategy

SP/BI Mapping/Creation

Capabilities

ALU Vision

Responsible: SP/BI Owner BRM

Responsible: EPMO

Responsible: BRM

2

1

3

4

5

6

6

Governance Point #

Output

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

Planning and Discovery

1010

Portfolio Management Project Discovery & Planning Initiative Planning

Prioritization Documented ROI Solution Shaping Business Case

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

Initiative Charter

•  Prioritization: Identification and prioritization of initiative ideas against available funding and resources

•  Business Case: Cost/benefit estimations defined

•  Solution Shaping: Solution shaping and architecture design document

R A C I

SP/BI Owner X X


BRM X

Enterprise Architects X

•  Inputs: Capabilities / SP/BI Mapping / ALU Vision

•  Outputs: Priorities

R A C I

BRM X

SP/BI Owner X


Finance X

PPE X

EMPO X

R A C I

BRM X

CTO X

SP/BI Owner X

EMPO X

•  Inputs: Priorities •  Outputs: Business Case

•  Inputs: Requirements Definition •  Outputs: Solution Shaping

•  Documented: The EPMO brings a defined project with an approved business case to the project to Council for approval

R A C I

EPMO X

Council X

BRM X

SP/BI Owner X


•  Inputs: Business Case / Solution Shaping •  Outputs: Documented ROI

•  Initiative Charter: Completed charter with documented initiative design

R A C I

BRM X

SP/BI Owner X


Initiative Sponsor X

•  Inputs: Capabilities / ALU Vision •  Outputs: Initiative Charter (discovery

documents)

•  Requirements Definition: High level definition of requirements

R A C I

BRM X

CTO X

SP/BI Owner X

EMPO X

•  Inputs: Priorities / Initiative Charter •  Outputs: Requirements Definition

2

5

4 6

2 4 6 5

Operating Model: Planning & Discovery

3

Requirements Definition 3

1111

Operating Model: Delivery

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

Governance

Business

•  Business oversight of costs and benefits throughout the refinement and execution process.

IT

•  CTO oversight of architecture throughout the refinement and execution process.

•  Testing oversight at each step of the testing process

Detailed Requirements

Detailed Design

Development Testing Implementa

tion 1-5

1-5

2 3 5 4 1

Handoff from Planning & Discovery

Documented ROI

Solution Shaping

Requirements Definition

Responsible: AD / IM

4

Governance Point #

Output

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

Refinement and Execution

1212

Detailed Requirements Detailed Design Development Testing

•  Detailed Requirements: Detailed functional and technical requirements

•  Detailed Design: Detailed end-to-end solution design and effort, timing and cost estimates

R A C I

AD / IM X

PPM X

CTO X

BRM X

SP/BI Owner X

•  Inputs: Requirements Definition / Solution Shaping

•  Outputs: Detailed Requirements

R A C I

AD / IM X

PPM X

CTO X

BRM X

SP/BI Owner X

•  Inputs: Detailed Requirements

•  Outputs: Detailed Design

•  Development: Solution construction

R A C I

AD / IM X

PPM X

CTO X

BRM X

SP/BI Owner X

•  Inputs: Detailed Design •  Outputs: Development

•  Approved Test Results : Test architectures are created and used to approve projects for release

R A C I

QA X

PPM X

AD / IM X

CTO X

BRM X

SP/BI Owner X

•  Inputs: Detailed Design / Development

•  Outputs: Approved test results

StrategicPlanning


PortfolioManagement

Operations Support

Strategy



Implemen -tation




Implemen -tation



Planning


Initiative Planning

IT Strategy

Operations

Operating Model: Delivery

1313

Key governance points throughout the operating model will ensure projects flow through successfully

Governing Body

Title Title Title

ELT High level IT solutions reviewed

for alignment to strategy and capabilities

Corporate Strategy Capabilities reviewed for alignment

against strategic goals

Strategic Planning Group If an SP/BI has been created,

an owner is assigned Review if any conflict

Ops Council Final decision on any remaining conflicts

CTO

SP/BI Owner Prioritization of projects

against available funding and resources

BRM

EPMO

PPM (IT PMO)

PPE (Business PMO)

Governance Point Responsibilities

Operational Business & IT Architecture Blueprinting

Capabilities

IT Strategy

ALU Vision


SP/BI Owner Assigned


Prioritization

First escalation point Second escalation point

1414

Key governance points throughout the operating model will ensure projects flow through successfully

Governing Body

Title Title

ELT Final decision if conflict

Corporate Strategy

Strategic Planning Group

Final decision if conflict

Ops Council Final decision if conflict Approval of projects

CTO Review for alignment with ALU vision

SP/BI Owner Approve business case based on pre-

determined metrics BRM

EPMO

PPM (IT PMO) IT oversight throughout

process

Check test results

throughout testing

PPE (Business PMO) Business oversight

throughout process

Governance Point Responsibilities First escalation point Second escalation point


Business Case


Solution Shaping

Initiative Planning

Documented ROI Refinement & Execution Testing

1515

Tying Together: 1). Chief Architect Governance Model 2). Business Operating Model 3). Future Roles and Responsibilities Model

1616

3 Models - 3 Levels of Detail

Building a Better Alcatel-Lucent End-to-end Business Operating model, inclusive of Business and IT, and focused on Discovery

Chief Architect Governance Model Oriented towards Implementing Business Drivers into IT Organization; focused on Discovery through Execution and Enablement

Future State Roles and Responsibilities Definition

•  How do these three models map together? •  How is ALU Business strategy maintained and executed through this cycle? •  What feedback loops need to exist? •  What are the processes needed to allow for this operating model to work (e.g., governance)? •  What are the roles and responsibilities? •  What capabilities and resources are needed to support these efforts?

Key Questions

1717

If not large project

If large project

IT-centric Operating Model [typical]

Business Strategy and Goals

Business Needs Definition PP3. Initial

Viability Assessment

RQ1. High-level Business

Requirements

SS1. Create Conceptual Architecture

SS2. Analyze Conceptual Architecture

SS3. Create Draft Solution

Recommendation

SS4. Validate Solutions with

Enterprise Architecture

SS5. Validate Solutions with Business SMEs

RQ2. High –level Effort Estimation

RQ2. High-level Benefit Estimation

RQ2. Project Charter and

Business Case Development

PP4. Pre-approve and Prioritize Projects Based on Business Case, Cost, and Preliminary Release Timing

PP5. Validate Delivery

Feasibility

PP6. Update Project Charter and Business

Case

PP7. Operations Council Approval (where required)

PP8. Approve Projects

(Scheduling Stage Gate )

RQ3. Create Detailed Business

Functional Requirements

RQ4. Create Detailed

Technical / Non-Functional

Requirements

TS1. Create Test Strategy

TS2. Create Test Architecture

SDLC. Detailed End-to-end

Solution Design

SDLC. Create Detailed Effort,

Timing, and Cost Estimate

SDLC. Solution Construction

TS3. Define Test Scenarios

TS4. Validate Test Scenarios

TS5. Create Test Cases and Test

Scripts

TS6. Prep Test Environment

TS7. Execute Tests

TS8. Performance Tuning

TS10. Install Test Builds

TS11. Verify / Approve Test

Results

START

END

Service Deployed and Value Realized

Business Ideas, Requests, and Aspirations

TS14. Execute Testing (selected steps from full

testing cycle)

PP1. Project Requests

PP2. Business Needs Definition

Corporate Strategic Planning

Rolling Annual Planning

TS12. Risk Evaluation

TS13. Determine Scope and Approach of Testing

TS9. Defect Management

RM4. Finalize Enterprise

Release Calendar and Scope

RM5. Validate contingency/back-

out plan

RM6. Validate Release

(including final code &

configuration versions)

RM7. Go-No Go recommendation

RM8. Deploy Release

RM3 Align to End-to-End Enterprise Release Calendar

RM2. Identify Preliminary

Release Categorization /

Timing

RM1. Identify Program Release

Dependencies

SS6. Refine and Finalize High-level Solution

Testing

SDLC

Release Manage-

ment

Solution Shaping

Require-ments

Planning

Business Planning

1818

If not large project

If large project

Missing Elements: (1) Business Architecture Strategy, (2) Architecture Blueprinting, and (3) Portfolio Management

Business Strategy and Goals

Business Needs Definition PP3. Initial

Viability Assessment

RQ1. High-level Business

Requirements



SS3. Create Draft Solution

Recommendation

SS4. Validate Solutions with

Enterprise Architecture

SS5. Validate Solutions with Business SMEs




Business Case Development



Feasibility

PP6. Update Project Charter and Business

Case

PP7. Operations Council Approval (where required)


(Scheduling Stage Gate )

RQ3. Create Detailed Business

Functional Requirements



Requirements

TS1. Create Test Strategy

TS2. Create Test Architecture

SDLC. Detailed End-to-end

Solution Design

SDLC. Create Detailed Effort,

Timing, and Cost Estimate

SDLC. Solution Construction

TS3. Define Test Scenarios

TS4. Validate Test Scenarios

TS5. Create Test Cases and Test

Scripts

TS6. Prep Test Environment

TS7. Execute Tests

TS8. Performance Tuning


TS11. Verify / Approve Test

Results

START

END


testing cycle)



Corporate Strategic Planning

Rolling Annual Planning




RM4. Finalize Enterprise

Release Calendar and Scope

RM5. Validate contingency/back-

out plan


(including final code &

configuration versions)

RM7. Go-No Go recommendation

RM8. Deploy Release

RM3 Align to End-to-End Enterprise Release Calendar

RM2. Identify Preliminary

Release Categorization /

Timing

RM1. Identify Program Release

Dependencies

SS6. Refine and Finalize High-level Solution

Testing

SDLC

Release Manage-

ment

Solution Shaping

Require-ments

Planning

Business Planning

Initiative Planning Bus. Strategy

Project Discovery and Planning Detailed Requirements

Detailed Design/Development

Testing

StrategicPlanning


PortfolioManagement


DetailedDesign Development Testing Implemen-

tationOperations

Support

Strategy Refinement & Execution


Planning


Initiative Planning

IT Strategy

Operations

StrategicPlanning


PortfolioManagement



tationOperations

Support



Planning


Initiative Planning

IT Strategy

OperationsHandoff point

1919

Initiative Planning

Business Strategy

Suggested Operating Model “Lined-up” with IT-centric Model

START

Business Ideas, Requests, and Aspirations

Corporate Strategic Planning Business

Strategy and Goals

Business Needs Definition

Rolling Annual Planning Planning

IT Strategy

PP3. Initial Viability

Assessment



StrategicPlanning


PortfolioManagement



tationOperations

Support



Planning


Initiative Planning

IT Strategy

Operations

StrategicPlanning


PortfolioManagement



tationOperations

Support



Planning


Initiative Planning

IT Strategy

Operations



RQ1 RM2 IT Strategy and

Portfolio Management are gaps in this model

2020

Project Discovery and Planning

Planning & Discovery Model “Lined-up” with IT-centric Model

Planning

Require-ments

Solution Shaping


SS3. Create Draft Solution Recommend

ation

SS4. Validate Solutions

with Enterprise Architecture

SS5. Validate Solutions

with Business SMEs




Business Case

Development

SS6. Refine and Finalize

High-level Solution


Feasibility

PP6. Update Project

Charter and Business

Case

PP7. Operations

Council Approval (where

required)


(scheduling stage gate)

RQ1. High-level

Business Requirement

s

StrategicPlanning


PortfolioManagement



tationOperations

Support



Planning


Initiative Planning

IT Strategy

Operations

StrategicPlanning


PortfolioManagement



tationOperations

Support



Planning


Initiative Planning

IT Strategy

Operations

RQ3

RM3 RQ1


2121

Development

Testing

Detailed Designs

Detailed Requirements

Refinement & Execution Model “Lined-up” with IT-centric Model

Require-ments

Solution Shaping

Release Manage-

ment

SDLC

Testing



Requirements

TS1. Create Test

Strategy

TS2. Create Test

Architecture

SDLC. Detailed

End-to-end Solution Design

SDLC. Create

Detailed Effort,

Timing, and Cost

Estimate

SDLC. Solution

Construction

TS3. Define Test

Scenarios

TS4. Validate Test

Scenarios

TS5. Create Test Cases

and Test Scripts

TS6. Prep Test

Environment

TS7. Execute

Tests

TS8. Performance

Tuning


TS11. Verify /

Approve Test Results


testing cycle)



RM4. Finalize

Enterprise Release Calendar and Scope

RM5. Validate

contingency/back-out

plan


(including final code & configuration versions)

RM7. Go-No Go

recommendation

RM8. Deploy Release

RM3 Align to End-to-End Enterprise

Release Calendar

RM2. Identify

Preliminary Release

Categorization / Timing

RM1. Identify

Program Release

Dependencies


Business Functional

Requirements


StrategicPlanning


PortfolioManagement



tationOperations

Support



Planning


Initiative Planning

IT Strategy

Operations

StrategicPlanning


PortfolioManagement



tationOperations

Support



Planning


Initiative Planning

IT Strategy

Operations

PP8

PP8

2222

Business Architecture & IT Governance Strategy

!  Business Needs !  High-level Business Requirements !  Coordinate High-level Solution Shaping

and Effort Estimation !  Business Case and Project Charter !  Business Demand Management

BRM

!  Architecture (including Business Architecture)

!  IT Strategy, Innovation, Lifecycle !  Business Blueprints !  Execution of High-level Solution

Shaping and Effort Estimation

Chief Architect

! Detailed Business, Functional, and Non-functional Requirements

! Solution Construction (non-IM)

! Technical Content ! Build Management

AD

! Detailed Business, Functional, and Non-functional Requirements

! Solution Construction (BI/DW)

! Technical Content ! Build Management

IM

!  Resource Capacity Management

!  End-to-End Project Management of

•  Timing •  Budget •  Scope

PMO

!  Testing !  Release Management and Configuration Management

QA

Discovery & Execution Roadmap

Project Portfolio Prioritization Execution

Discovery

Discovery & Execution

•  Priority setting and project approval (EPMO)

•  IT Strategy (CTO)

•  Project Discovery (BRM, Chief Architect)

•  Project Execution (PMO, AD, QA, IM)

CMAD Group Workbook 5 Op Model Deploy

Documents

Transcript of CMAD Group Workbook 5 Op Model Deploy