This phase is the project kick-off phase, which includes the following activities:
Select or customize an architecture framework (e.g., TOGAF, Zachman).
Define the scope, boundaries, and governance of the architecture.
Set guiding principles that will shape decision-making throughout the EA process.
Ensure principles align with the business goals, strategies, and IT standards.
Clarify the purpose and objectives of the EA initiative, which is different the business architecture vision
Align the vision with the overall business strategy and stakeholder expectations.
Architecture Scope: What will be subject for the enterprise architecture activities:
All enterprise
Sector
Department
Cross-functional related achievement
Identify all relevant stakeholders, including business and IT leaders.
Understand and document their concerns, needs, and expectations.
Set up governance frameworks to ensure compliance, accountability, and oversight.
Determine decision-making roles and responsibilities, approval processes, and governance structures.
Includes commitments to:
Activities
Meetings
Decision making
Assess the organization’s current capabilities and maturity level in managing enterprise architecture.
Identify gaps and areas of improvement needed to support the EA initiative.
Define the tools and systems that will support architecture development, including repositories for storing artifacts and models.
Set up systems for collaboration, communication, and documentation.
Identify the roles, responsibilities, and skills required for the architecture team.
Organize training and skill development programs to ensure the team has the necessary capabilities.
Customize the architecture content frameworks (such as deliverables, artifacts, and building blocks) to fit the organization’s context.
Establish the level of detail and abstraction needed for the architecture documentation.
Secure buy-in from key stakeholders to ensure alignment and support for the architecture initiative.
Communicate the value proposition of EA to key decision-makers.
It includes the architecture vision, and its target, that we are looking for at higher levels, which may include:
Establish the scope of the architecture work.
Define the project's business goals, drivers, and high-level objectives.
Align architecture efforts with the organization’s strategic vision.
Initiate the architecture vision document
Document the business context, project scope, constraints, and assumptions.
Develop a high-level vision for the architecture that outlines the desired future state.
Outline the proposed solution, key benefits, and high-level architecture roadmap.
Provide a high-level outline of the architecture for Business, Data, Application, and Technology domains.
Identify key building blocks and how they interact to support the business goals.
Identify the key business and IT capabilities required to achieve the target state.
Present the architecture vision to stakeholders for validation and approval.
Identify key stakeholders who will be impacted by or involved in the architecture initiative.
Document stakeholder concerns, needs, and expectations.
Plan stakeholder engagement and communication strategies
A business case in the Enterprise Architecture (EA) context is a structured document that justifies the need for an architecture initiative or project. It outlines the expected benefits, costs, risks, and alignment with the organization’s strategic objectives. The business case helps decision-makers understand the value and impact of the architecture work, supporting informed decision-making on whether to proceed with the investment.
Build a business case that justifies the architecture initiative, including cost-benefit analysis, which Includes:
Rationale behind each architecture decision selection, like why We move to cloud-based architecture and the benefits of that
Expected cost/Expected revenue/ROI
Impact on value proposition
Timelines and Milestones
Impact on organization
Highlight the anticipated value, cost savings, and benefits of implementing the architecture vision.
Define the high-level work packages, deliverables, timelines, and resources needed for the architecture development.
Develop an initial project plan with milestones and success criteria.
Identify potential risks related to the architecture project
Management Support
Stakeholder resistance
Business Capabilities
Technical Capabilities
Develop mitigation strategies to manage identified risks.
Tracking mechanisms for risks
Set up governance structures to oversee architecture development and ensure compliance with the established vision and principles.
Define roles, responsibilities, and decision-making processes.
Lifecycle management
Define Policies and processes
Define Architecture Review Board
Performance metrics
Escalation mechanism
Change Management (Change Control Board)
Present the architecture vision, business case, and scope to key stakeholders for approval.
Ensure alignment with business objectives and secure commitment for the next phases.
Business case benefits
Determine the detailed business objectives, by the business team.
Business Vision and Goals:
The overarching vision and strategic goals of the organization, outlining the long-term direction and objectives.
Example: The Organization's vision is to move forward to digital transformation in the education sector
Business Strategy:
The high-level approach and plan that the organization adopts to achieve its goals. This includes strategies for growth, market positioning, and competitive advantage.
Example: Create an ecosystem (Web/Mobile) solution that meets the objectives
Value Streams:
The sequences of activities that create value for customers. Value streams map the path from initial customer need to product or service delivery which is a high-level business process that focuses on the detailed activities for the production
Will help to find:
Missing Roles/Responsibilities
Duplicate Roles/Responsibilities
Incomplete processes
New policies
Business Processes:
The end-to-end activities that the organization performs to achieve its objectives. Business processes are often documented using techniques such as process maps or flowcharts.
Business processes can be classified as following:
Management processes: for the strategy
Core processes: Related to the main value chain and process
Support processes: Which support both, like HR and administration
Example: In Digital learning solution: Create content, Create Application, Attach content to application, Deploy application, Monitor application performance
Capabilities:
The unique abilities and competencies that allow the organization to perform its business processes and achieve its goals. Capabilities include both human and technological aspects.
Example: In software company: Software analysis, Software design, Software development
Organization Structure:
The organizational hierarchy, roles, responsibilities, and reporting lines within the company. This includes both formal and informal structures.
Organization structure is a result of the business architecture, and strategy, as all required processes will be classified, and have their related team structure.
Example: HR department, Software development department, Content development department, Marketing department, Commercial department
Business Model:
The description of how the organization creates, delivers, and captures value. It outlines the revenue streams, cost structure, and key business processes.
Assess Pricing strategy:
Free
Premium
Freemium
Here, You will have the engagement of digital transformation visioning and approach, that makes you disrupt your operation, the following video help you understanding the difference between digital transformation and enterprise architecture.
Example: Free content, and premium content
Performance Metrics:
Key performance indicators (KPIs) and metrics that measure the effectiveness and efficiency of business processes and the overall performance of the organization.
Stakeholders:
Identification and analysis of internal and external stakeholders who have an interest in or are affected by the organization's activities.
Internal stakeholders that will be subject for gathering information, and will be part of the internal process, like:
CEO
CFO
CTO
Departments managers
External stakeholders:
Vendors
Customers
Partners
Risk and Compliance:
Identification and management of risks associated with business operations, as well as adherence to regulatory and compliance requirements.
Example:
Digital resistance
Org chart reforming resistance
Example: In order to achieve the previously mentioned vision, We should:
Develop eco-system that consists of web/mobile solution
Target the 5-12 age group, to build the new mindset of born digital
Develop digital content related to the target mentioned age group, according to VARK matrix
Sample value stream (E2E journey)
The business model canvas is a strategic tool that models in high-level way the organization's business.
business model canvas contains the key 9 pillars for kicking of your business:
Customers Segments: You are targeting, which you should have a persona for each to identify the values and characteristics for each to provide the proper solution
Example: Students, teachers, parents
Male/Female behavior
Different learning style
Value proposition: What makes you different
Price
Content
Availability zone
Fast response
After sales
Mobility
Distribution Channel: How will you distribute your product
Online access
Application downloads
Relationship: How the business interacts with them
Ads on social media
Direct access using data
On-ground marketing
Revenue: Expected revenues
Key resources: Who will develop/produce/Operate/Support
Key activities: This will help to identify required resources, and it includes also the supportive functions that should support the key value chain activities
Partners: Who will help me to kick-off
Cost: expected cost according to its type
Customer experience refers to the overall perception of the customer during the overall process their interaction across touchpoints.
In includes:
Product discovery
Purchasing/Service process
Quality of the service
The key components of CX:
Usability & Accessibility – Ease of navigating digital platforms.
Performance of the service
Personalization – Tailored experiences based on customer preferences.
Omnichannel Engagement – Seamless interaction across web, mobile, chat, and in-person.
Speed & Efficiency – Fast response times and frictionless transactions.
Customer Support & Service – Availability and quality of help provided
Customer feedback process
some service providers just see one thing: the product, price, but they lose a lot of customers, and they still asking: Why We lose customers?!
Interaction with EA business architecture model:
Business architecture: touch the overall model, channels, solutions, roles required and the value proposition
Data architecture & application architecture:
Improve solution performance and provide assessments
Implement questionnaires for the customers
Implement a recommendation model for the products
Technology architecture:
Implement VOIP technology
Provide enterprise caching model
In this practice, you have to study four different perspectives, from strategic perspectives at the enterprise level, not at individuals of the enterprise, and perceptions, so it should be aligned across the committee from the different points of view.
As We have mentioned in the previous phases, We have to:
Discuss the gap between As-Is and to be model
Find Missing processes and Policies
Assess current capabilities
Find the missing capabilities
One of the tools to support the new vision is to discover ourselves using this model.
SWOT analysis includes:
Your strengths to utilize and capitalize
Business: Strong Brand, and loyal customers, Strategic partners
Data: We have the latest version for a large-scale database with containerization
Application: All-in-one solution, with tons of customized features, We built our solution on the latest Java technologies and cloud design patterns
Tech: We have a qualified/certified team in the Azure cloud
Your weaknesses to reduce and resolve
Business: High cost for the solution, new to the market
Data: Low data accuracy due to using a non-relational database
Application: We have limited features
Tech: We have a qualified/certified team in the Azure cloud
Your opportunities: for growth, to take it as initiatives
Business: Potential customer growth in our domain
Data: sellable data
Application: Increase of mobile usage in education
Tech: We have a qualified/certified team in the Azure cloud
Your threats, will support you in detecting new markets, or new business lines, which We will t
Business: Market saturation, Big names come to market
Data: Data quality issues
Application: Rapid technology change
Tech: We have a qualified/certified team in the Azure cloud
Competition analysis has direct impact on the business model,
In this practice, you study the completion within the market from different perspectives, in order to be used for enhancing your business model.
First step is to identify your competitors from the following perspectives:
Domain
Benchmarking criteria
Rank for each
The comparison should includes:
Competitor
Products and services related to the context (Feature)
Value proposition
Market share
Technologies and innovation
Channels
Rank for each feature
Business model including Pricing model
All these insights will gives you clear understanding about what to do, and taking the proper corrective decisions.
How it helps?
Find your weaknesses
Find missing products/Features
Finding missing capabilities
Finding business model gaps
Improve the overall model
Effective tool for mapping between key objectives and reflecting on quantitative measurements that quantify the goals, keeping your eyes open on the target.
The key benefit on the OKR is setting quantitative goal, so that each section and department in the enterprise, can set its strategy to achieve the objective from their point of view.
The key pillars of the OKR are:
Objectives:
which is clear statement, understood by all stakeholders
Key results:
The quantitative measurements used to formulate the objectives
Example:
Objective: Establish a mobile solution by the end of September
Key Result 1: Complete product development by Aug 30.
Key Result 2: Achieve 95% customer satisfaction in beta testing.
Key Result 3: Generate $50,000 in revenue from the product within the first quarter
KPIs are measurable values demonstrating how effectively an organization, team, or individual is achieving specific objectives. KPIs help monitor performance and assess whether goals are being met over time
The key Characteristics of KPIs:
Measurable: KPIs are quantifiable metrics, making performance tracking straightforward.
Specific: They are closely tied to particular objectives or outcomes.
Actionable: KPIs provide data that can be used to make decisions or take corrective actions.
Time-bound: They are measured over a specific period, such as monthly, quarterly, or yearly.
Relevant to the context
Variety: Has different point of view to attain
Example:
Objective: Improve customer service satisfaction.
KPI: Achieve a customer satisfaction score (CSAT) of 90% or higher within 6 months.
KPIs are essential tools in performance management, allowing organizations to track and improve their effectiveness.
In order to have a successful model in enterprise architecture, you should have the following:
OKR as-is Model: current objectives and initial achievements should be clear, to be the baseline for the model, to have a clear assessment of the impact you have conducted
OKR to-be Model: determination of the achievable targets, as mentioned before
Collaborative Strategy Model
Determine the involvement matrix of organization sectors and departments
Determine strategy for each to achieve the goals
Have consolidated strategy
KPIs as-is model: determination of the current KPIs, should be clear, to be the baseline for the model, to have a clear assessment of the impact you have conducted, in addition, to be related directly to improve the objectives
KPI to-be model: determination of the KPI targets, as mentioned before
Operational Strategy Model
Have more focus on operation detailed plans
Determine the involvement matrix of organization sectors and departments
Determine a strategy for each to achieve the KPI
Example:
Objective: Revenue Increase
OKR: Increase revenue by 25% by the end of the quarter
Sales team: Increase the number of leads by 50% than current
Software team: Reduce the number of critical issues by 75% by the End of September
Marketing team: conduct 2 marketing campaigns on social media before the season
RGY assessment approach:
With each OKR/KPI, you should define the following:
Review interval period to guarantee that you are on track
Red values (Not accepted values) and the strategy for handling
Yellow values (Mid accepted values) and the strategy for handling
Red values (Accepted values) and the strategy for handling
RGY Assessment and monitoring Approach
What is?
General rules and guidelines, intended to be enduring and seldom amended
Inform and support the way in which an organization sets about fulfilling its mission.
Why?
Govern the project direction, implementation approach, that guaranttee the success of the project to meet expected architecture.
Characteristics
Reflect a level of consensus among the various elements of the enterprise, and form the basis for making future IT decisions.
Each Principle should be clearly related back to the business objectives and key architecture drivers.
Components
Name
Statement
Rationale
Qualities
Understandable
Robust
Complete
Consistent
Stable
Define principles per each area (Business, data, application, technology)
Create policies
Create process
Conduct training
Auditing
Continious improvement
The Shock for the Enterprise:
We need to understand the change management process, that it will be expected within the organization, and the organization should be ready for the changes, at its different levels as following:
Shock: some resources will be shocked by the change.
Denial: Some will not accept the change.
Frustration: Some will be frustrated, and make noise
Depression: some will execute and depressed
Experiment: Some will try, maybe to make you fail, and some to see the results
Decision: Some decided to change
Integration: Some with higher harmony with the change.
ADKAR change management framework: speak about the mental part of he change management
Awareness : how to build the awareness in the organization for what we are looking for, like training sessions
Desire: how to build the desire for change, by using quantitative measures, and using highly motivated teams
Knowledge : How to acquire the knowledge, training courses, certificates, and on the job training.
Ability: Monitor performance and incrementally process improvement
Reinforcement: compensated model and potential for growth
Mackensy change management framework:
Talk about the core steps for change management:, so In order to build Key shared values, We should:
Hard S:
Shared-Values
1. Strategy: build/align the proper one
2. Structure: under pre-defined suitable structure
3. Systems: on the right systems
Soft S:
2. Skills: Build the required skills
3. Staff: for the suitable staff
6. Styles: with the right fit management styles
Dr. Ghoniem Lawaty
Tech Evangelist