UML Profile for BIZBOK “Modeling for Everyone”...Open the matrix profile 'Organization Operates In Location' IASA eSummit–UML ... IASA eSummit–UML ... Skills Uplifted Workforce

UML® Profile for BIZBOK®

“Modeling for Everyone”

Download this and other resources @ http://www.aprocessgroup.com/myapg

Armstrong Process Group, Inc.www.aprocessgroup.com

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

Global IASA eSummit

24 May 2017

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

2

IASA eSummit – UML® Profile for BIZBOK® Guide


� 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™)

BIZBOK Business Architecture Framework3

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

BIZBOK Guide 5.5

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

4



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)

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

5



� 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

Official Guild Team Site6



Team Members

• APG

• AIMCo

• FedEx

• Guild Metamodel

• OMG BAMM RFP

Organization – Metamodel 7

Organization

Legal Entity: yes/no

Legal Entity ID: text

Capability

Capability Instance Value Stream Stage

Process

InitiativePolicy

composed of

is part of

oversees

interacts with

participates in

impacts

implements

instance of

responsible for

delivers

governs



Business Unit Collaborative Team

Partner

Product

Stakeholder

Objective

Strategy

guides

is part ofguides

owns

sourced from

Organization – Examples 8

APG

Executive Management

Sales and Marketing Business Operations Professional Education Professional Services Research and

Development

Sales

Marketing

Contractor

Management

Finance

Certification

Training

Technical Training

Enterprise

Architecture

Services

Solution Delivery

Services

Academic Outreach

Standards

Development

Open the matrix profile 'Organization Operates In Location'



IT Operations

Human Resources

Legal

Event Management

Tool Training Systems

Engineering

Services

Tool

Implementation

Services

Curriculum

Development

Tool Development

Capability – Metamodel 9

Capability

Level: Stratification Level

Heatmap Status: Capability Heatmap Status

Criticality: Capability Criticality

Value Stream Stage Stakeholder

Product

Outcome

«enumeration»

Capability Criticality

«enumeration»

Capability Heatmap Status

Not Evaluated

Does Not Exist But Should

Working Well

Suboptimal

Problematic

Significantly Problematic

Value Item

Strategydescribes

depends uponcomposed of

enables

enables

contributes to

impacts

requires

informs

enables

produces



Organization

Initiative Application

Information

Concept

Capability Instance

«enumeration»

Stratification Level

Strategic

Core

Supporting

Negligible Impact = 5

Limited Impact = 4

Moderate Impact = 3

Noticeable Impact = 2

Significant Impact = 1

Not Analyzed

Policy

Objective

impacts

impacts

implements

governs

instance of

informs

delivers

requiresautomates

UML Profile – Capability Elements10

«metaclass»

Object

Capability Instance

_metatype = Capabili ty Instance

_strictness = profile

Outcome

_metatype = Outcome


«metaclass»

State

isComposite: Boolean

isOrthogonal: Boolean

isSimple: Boolean

isSubmachineState: Boolean

Capability

_instanceType = Capabili ty Instance

_image = <Image type="EA...

«metaclass»

Class

isActive: Boolean



Custom metaclass properties (like "isActive" for Class metaclass) are those assigned by Sparx by default. If a non-default value is selected, there will be a specific note about the rationale for a different setting.

_strictness = profile _strictness = profile_image = <Image type="EA...

_metatype = Capability

_sizeX = 250

_sizeY = 25


Criticali ty: Capabil ity Critical ity = Not Analyzed

Heat Map: Capability Heatmap Status = Not Evaluated

Level: Strati fication Level = Supporting

«diagram property»

(ShowNotes) Show Notes = 0

QuickLink

A

UML Profile – Capability Relationships11

composedOf

_metatype = composedOf


«metaclass»

Composition

direction: Direction = Source -> Desti...

dependsUpon

_metatype = dependsUpon


«metaclass»

Dependency

direction: Direction = Destination -> ...

instanceOf

_metatype = instanceOf


«metaclass»

Instantiation




«metaclass»

Association

compositionKind: CompositionKind = none


produces

_metatype = produces


requires

_metatype = requires


«metaclass»

Association

compositionKind: CompositionKind = none


Capability Mapping – Diagram Types12



Capability Map – Auto-Generated13

APG

Finance Operations Research and Development

Sales and Marketing

Accounting

Accounts Payable Accounts Receivable

Communications

Operations

Event Operations

Product Operations

Training Operations

Communications

Delivery

Attendee

Management

Conference

Management

Event Delivery Event Management

Event Notification Event Preparation

Product Management Product Order

Fulfillment

Courseware Ordering Training Delivery

Training Preparation

Intellectual Property

Content Management Content Publishing

Marketing

Contact Management Contact Networking

Content Syndication Lead Identification



Practitioner Operations

Event Registration Facility Management

Instructor

Management

Certification Delivery Certification

Management

Practitioner

Management

Professional

Development

Service Management

Sales

Lead Management Product Notification

Service Notification

Client Management Product Order

Processing

Product Sales Proposal Creation

Proposal

Management

Quote Creation

Quote Management Service Sales

Capability Map – Alternate Depiction14

APG

FinanceOperations Research and

Development

Sales and Marketing

MarketingSales

Client Management

Product Order

Processing

Product Sales

Communications

Operations

Event Operations Practitioner

Operations

Product Operations Training Operations

Contact

Management

Contact Networking

Content Syndication

Communications

DeliveryAttendee

Management

Conference

Management

Event Delivery Practitioner

Management

Certification

Delivery

Certification

Management

Product

Management

Product Order

Fulfillment

Courseware

Ordering

Training Delivery

Training Preparation

Intellectual

Property

Content

Management

Content Publishing

Accounting

Accounts

Receivable

Accounts Payable



Product Sales

Proposal Creation

Proposal

Management

Quote Creation

Quote Management

Service Sales

Lead Identification

Content Syndication

Lead Management

Product Notification

Service Notification

Event Delivery

Event Management

Event Notification

Event Preparation

Event Registration

Facility

Management

Instructor

Management

Practitioner

Management

Professional

Development

Service

Management

Value – Metamodel 15

Value Stream

Initiative

Product

Strategy

Value Proposition

Policy

desires

impactsaligns

with

deliversgoverns

informs

relies on



Value Stream Stage

Stakeholder

Capability

Productdesires

enables

composed of

{ordered}

supports

triggers

relies on

enables

Value Mapping – Diagram Types16



Value Map – Example17

Train Workforce

Customer

Uplifted

Workforce

Capabilities

«triggers»

«desires»

«delivers»



Train WorkforceRegister for Training

Session

Understand Training

Requirements

Arrange Training

Logistics

Deliver Training

Session

Close Training

Session

Train Workforce

Value Streams :Train Workforce - Value Stream Stages

Value Streams : Train Workforce - Value Items

Value Streams :Train Workforce - Capabilities

Value Stream – Metamodel 18

Value Stream

Value Stream Stage

Name: Text

Description: Text

/Is Start Stage: Yes/No

Stakeholder

CapabilityProcess

Value Proposition

Outcome

Initiative

delivers

receives

composed of

contributes toimpacts

desires

enables

implements

produces

supports

requires

triggers

contributes

to

impacts

composed of

{ordered}



/Is Start Stage: Yes/No

/Is End Stage: Yes/No

Organization

Information

Concept

Value Item

Value Stream Criteria

Product

Information

Concept Instance

represents

has entrance

criteria

applies to

responsible for

applies to

represents

implements

represents

has exit

criteria

participates in

usesdelivers

represents

instance of

:Customer:Student:Training Facility:Customer

Arrange

Training

Logistics

Close Training

Session

Understand

Training

Requirements

Deliver

Training

Session

Register for

Training

Session

Clear Appropriate Defined Targeted Improved

Value Stream Specification19



Clear

Customer

Expectations

Appropriate

Facilities

Defined

Target

Audience

Targeted

Customer

Feedback

Improved

Professional

Skills

Uplifted

Workforce

Capabilities

Register for Training

Session

Understand Training

Requirements

Arrange Training

Logistics

Deliver Training

Session

Close Training

Session

Proposal

Management

Client

Management

Facility

Management

Event Management

Event Registration

Event Management

Event Management

Event Delivery Accounts Payable

Accounts

Receivable

Value Cross-Mapping20



Service Sales

Management

Quote

Management

Management

Instructor

Management

Event Preparation

Receivable

Attendee

Management

Event Management

Information – Metamodel 21

Information

Concept

Value Stream Stage

Capability

Product

Stakeholder Type

PolicyOutcome

represents

represents

governs

defines

uses

composed of related to

informs

describes



Value Stream Stage

Value Item

Value Stream

Criteria

Information

Concept State

Information

Concept Instance

Distinguished

Business Object

Objective

informs

lifecycle defined byapplies to

represents

applies to

uses

in state

instance of

represents

Information Map – Diagram Types22



EventStatement of

Work

Attendee

Student

Event Registration

Event AttendanceCustomer

Information Map – Example 23



Proposal Course Evaluation Certificate of

Completion

Training Session

Scheduled

Opened

Canceled

Information Lifecycle – Training Event24



Closed

Setup Delivered Completed

Value Stream – Entry/Exit Criteria25

Understand

Training

Requirements

Close Training

Session

Deliver

Training

Session

Register for

Training

Session

Arrange

Training

Logistics

:Proposal

[Submitted]

:Event

[Scheduled]

:Event

[Delivered]



RequirementsSession

SessionSessionLogistics

:Statement of

Work

[Approved]

:Event

[Setup]

:Course

Evaluation

[Returned]

:Certificate of

Completion

[Provided]

Value Stream Stage / Information Objects Mapping26

Source

Target

Arrange Training Logistics

Close Training Session

Deliver Training Session

Register for Training Session

Train Workforce

Understand Training Requirements

:Ce

rtif

ica

te o

f C

om

ple

tio

n

:Co

urs

e E

valu

ati

on

:Eve

nt

:Eve

nt

:Eve

nt

:Pro

po

sal

:Sta

tem

en

t o

f W

ork

Source

Target





Train Workforce


:Ce

rtif

ica

te o

f C

om

ple

tio

n

:Co

urs

e E

valu

ati

on

:Eve

nt

:Eve

nt

:Eve

nt

:Pro

po

sal

:Sta

tem

en

t o

f W

ork

Value Stream Stage

enabled by Capability



Understand Training RequirementsUnderstand Training Requirements

Source

Target





Train Workforce


:Acc

ou

nts

Pa

yab

le

:Acc

ou

nts

Re

ceiv

ab

le

:Att

en

de

e M

an

ag

em

en

t

:Cli

en

t M

an

ag

em

en

t

:Eve

nt

De

live

ry

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Pre

pa

rati

on

:Eve

nt

Re

gis

tra

tio

n

:Fa

cili

ty M

an

ag

em

en

t

:In

stru

cto

r M

an

ag

em

en

t

:Pro

po

sal

Ma

na

ge

me

nt

:Qu

ote

Ma

na

ge

me

nt

:Se

rvic

e S

ale

s

Source

Target





Train Workforce


:Acc

ou

nts

Pa

yab

le

:Acc

ou

nts

Re

ceiv

ab

le

:Att

en

de

e M

an

ag

em

en

t

:Cli

en

t M

an

ag

em

en

t

:Eve

nt

De

live

ry

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Ma

na

ge

me

nt

:Eve

nt

Pre

pa

rati

on

:Eve

nt

Re

gis

tra

tio

n

:Fa

cili

ty M

an

ag

em

en

t

:In

stru

cto

r M

an

ag

em

en

t

:Pro

po

sal

Ma

na

ge

me

nt

:Qu

ote

Ma

na

ge

me

nt

:Se

rvic

e S

ale

s

Value Stream Stage has

Entry/Exit Criteria

(Information Concepts)

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

27



� 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

28

Q&A

Thanks for your attention

and participation!

http://www.aprocessgroup.com

http://www.linkedin.com/in/togaf/

[email protected]



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.

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Documents

UML Profile for BIZBOK “Modeling for Everyone”...Open the matrix profile 'Organization Operates In Location' IASA eSummit–UML ... IASA eSummit–UML ... Skills Uplifted Workforce