© Ken Griesi
© www.bbi2.com
Architecting the Cloud: Enterprise Architecture Patterns for Cloud Computing
Claudia Rose // President: BBII Enterprises, [email protected]
Ken Griesi // Senior Principal Architect: Cisco Systems, Inc. [email protected]
Prakash C. Rao // VP & Chief Architect MMC Ltd [email protected]
4.9.2013
IEEE Software Technology Conference
© Ken Griesi
© www.bbi2.com
Purpose and Agenda
• Purpose: – Explore patterns and traditional enterprise
architecture principles necessary to holistically plan transformation of businesses toward a cloud model.
• Agenda:– Cloudwash– Provide EA and cloud computing primer– Introduce key principles– Explore sample patterns
© Ken Griesi
© www.bbi2.com
Ken Griesi // Senior Principal Architect with Cisco Systems. (Certified Enterprise
Architect, L.Z.A., Licensed SOA Architect, MS in Systems M.S., Systems Engineering from
the University of Maryland with studies at The Johns Hopkins University, 15+ years of
experience)
Prior to joining Cisco, he was Chief Architect of the U.S. Navy's Consolidated Afloat
Networks and Enterprise Services (CANES) program, architecting the Navy's cloud,
consolidating networks, and establishing enterprise services. He has served as Chief
Engineer of MITRE Corporation's Navy C3I department, as Lead Systems Engineer of
Northrop Grumman's Global Hawk drone program, and fulfilled technical and business
capacities at Lockheed Martin. http://www.linkedin.com/pub/ken-griesi/6/a1/729
Claudia Rose // BBII president (MAIT: George Mason University, B.A.: University of
Wisconsin Madison), Certified Enterprise Architect, 2012 winner of San Diego National
Association of Women Business Owners Signature Award, 15+ years experience. She
served on boards of directors: aEA, INCOSE, NDIA, AUVSI and presented papers to aEA,
INCOSE, NDIA, AFCEA. Co-authored Architecting the Cloud: Enterprise Architecture
Patterns for Cloud Computing.
She teaches EA Bootcamps for aEA, the Air Force, NAWCWD, FEAC, Texas State
Technical Colleges, Nanyang Technical University, NASA, and commercially. She
implemented and taught tools/concepts in Enterprise and Systems Engineering and Cloud
Computing. She provided Engineering consulting for
CANES.http://www.linkedin.com/pub/claudia-rose/a/878/427
© Ken Griesi
© www.bbi2.com
A tough place to be!
Our
Talk
Audience Doors Lunch
Rapid Exodus
11:30 12:00 PM 12:01 PM
© Ken Griesi
© www.bbi2.com
Balancing the Rush to
Implementation
Enterprise
Architecture
Cloud
Solutions
Engineering
MachHeading
Planning Implementation
© Ken Griesi
© www.bbi2.com
Some Key Principles
• Enterprises are constantly transformingthemselves to exist, survive and adapt
• Enterprise Architecture is used to drive the planning process
• Solutions Engineering is used to drive the solution building
• An initiative is a unit of planned transformation
© Ken Griesi
© www.bbi2.com
Some Key Principles
• Today’s initiatives are often collaborations between IT & the business
• Cloud computing is a type of information technology transformation initiative
• Enterprise Patterns reflect the nature of the Business
• Analysis Patterns are used to support Planning
• Solution Patterns are used to support Engineering
This presentation will address PLANNING concerns
© Ken Griesi
© www.bbi2.com
Enterprise Transformation
Current
State
Future
Desired
States
Business Initiatives
Technology Initiatives
DOTMLPF Changes
Transformation Plan/Roadmap
Enterprise Architecture
© Ken Griesi
© www.bbi2.com
CC Initiatives affect the Enterprise
Internal Organization and
Stakeholders
External Stakeholders
Partners/Suppliers/Service Providers
• Internal Organization and Stakeholders
• External Stakeholders
• Partners/ Suppliers/ Service Providers
• Facilities and Locations
• Service Dependencies
• Customer Commitments
© Ken Griesi
© www.bbi2.com
CC is part of a larger Enterprise
Context
Business Model
Processes/Operations
Infrastructure
Information Technology
© Ken Griesi
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Planning a CC Initiative
• Problem Side Analysis
• Analysis of Alternatives (AoA)
• Analysis of Impact on Current Operations
• Overcome Weaknesses
• Exploit Opportunities
• Making Solution Side Decisions
© Ken Griesi
© www.bbi2.com
Zero Time
• Instant Adaptation
• Instant Involvement
• Instant Execution
• Instant Value Alignment
• Instant Learning
• Achieving three creates a market leader.
• Achieving all five leads to perpetual market lock.
© Ken Griesi
© www.bbi2.com
EA Planning Delivers
• A Collection of related IT and business Projects
• A Roadmap that recognizes Project Dependencies
• Each Project develops IT/Business Capabilities
• IT/Business Capabilities support Operations explicitly
• A Roadmap balances risks against aggressive evolution
• A Roadmap incorporates resource related tradeoffs and prioritizations
© Ken Griesi
© www.bbi2.com
Some EA Terminology
• Enterprise Patterns
• Enterprise Architecture Frameworks
• Enterprise Viewpoints/Concerns
• Enterprise Views/Models
• Enterprise Initiatives
© Ken Griesi
© www.bbi2.com
Patterns (Simple View)
Metaphors generally applicable to a class of problems, solutions, methods, techniques, etc. (Models)
Patterns: – are reusable
– inform methods and techniques
– provide “large granularity knowledge”
Pattern deviations create both opportunity and confusion
© Ken Griesi
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Using Enterprise Patterns
• Benchmarking Cloud Adoption
• Determining Competitive Advantage
• Determining Cloud Adoption Pressures
• Determining Stance: Follow or Lead
What Market am I In? Who is similar to me?
© Ken Griesi
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Architecture Framework Patterns
• Taxonomy/Ontology Based Frameworks – Zachman Framework– IDEAS and DM2
• Process Based Frameworks– TOGAF/ADM– EAP
• Hybrid Frameworks– New FEAF Common Approach– DoDAF/NAF/MODAF
© Ken Griesi
© www.bbi2.com
Architecture Framework
• Multiple Viewpoints/Concerns
• Multiple Views (Models)/Representations
• (Standard Architecture Elements) represent
– What
– How
– Who
– Where
– When
– Why
© Ken Griesi
© www.bbi2.com
Viewpoint Patterns
Strategy
Business/Operational
Systems/Apps/Services
Infrastructure
Technology
Da
ta &
Info
rma
tion
Se
cu
rity
© Ken Griesi
© www.bbi2.com
Sample Strategic Viewpoint
PatternsDoDAF TOGAF Common Approach
CV-1 Vision Driver/ Goal/ Objective
Catalog
S-1 Concept Overview
Diagram
CV-2 Capability Taxonomy S-2 Strategic Plan
CV-3 Capability Phasing S-3 CONOPS Scenarios
CV-4 Capability Dependency S-4 SWOT Analysis
CV-5 S-5 Performance Measures
Scorecard
CV-6 Capability X Operational
Activity
CV-7 Capability X Services
© Ken Griesi
© www.bbi2.com
Sample CV-1 Vision PatternTransformation
Vision
Phase 1 Phase 2 Phase 3
Goal
1.1
Goal
1.2
Goal
2.1
Goal
2.2
Goal
2.3
Goal
3.1
Goal
3.2
Capability
Configuration 1Capability Configuration 1’
Capability
Configuration 1’’
© Ken Griesi
© www.bbi2.com
Use of Strategic View Patterns
• Surfacing Opportunities created by Cloud Technology
• Addressing Weaknesses including Capability Gaps using Cloud Technology
• Orchestrating Capability Developments and Project of Projects for Cloud Deployments
• Balancing initiatives against multiple enterprise concerns (BSC). [Ackoff’s Mess]
© Ken Griesi
© www.bbi2.com
Sample Business/Operational
Viewpoint PatternsDoDAF TOGAF Common Approach
OV-1 Operational Concept
Graphic
Organization/Actor Catalog B-1 Business Process
Diagram
OV-2 Operational Resource
Flow Diagram
Role Catalog B-2 Business Operating
Plan
OV-3 Operational Resource
Flow Matrix
Business/Service/ Function
Catalog
B-3 Business Service
Catalog
OV-4 Organizational
Relationships
Location Catalog B-4 Organization Chart
OV-5a,b Activity Model Process/ Event/ Control/
Product Catalog
B-5 Use Case Narrative and
Diagram
OV-6a,b,c Behavior Models Contract/Measure Catalog B-6 Business
Case/Alternative Analysis
© Ken Griesi
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Business Reference Model Pattern
Business Areas & Lines of Business
LOB 1
LOB 2
LOB 3
LOB 4
LOB 5
LOB 6
Business Functions
Exte
rna
l V
iew
Inte
rna
l V
iew
Business Processes
© Ken Griesi
© www.bbi2.com
Sample OV-5a Pattern
Top Level
Activity (A0)
A1 A2 A3
A1.1 A1.2 A2.1 A2.2 A3.1
Fractal Pattern
© Ken Griesi
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Sample Security Viewpoint
PatternsDoDAF TOGAF Common Approach
OV-6a Operational Rules
Model
Role catalog Security Controls Catalog
SV-10a System Rules
Model
Organization/Role Catalog Security & Privacy Plan
SV-7 Systems Measures
Matrix
Actor/Role Matrix Certification & Accreditation
Documentation
Contract/Measure Catalog Continuous Monitoring
Procedures
Data Dissemination
Diagram
Disaster Recovery Plan
Data Security Diagram Continuity of Operations
Plan
© Ken Griesi
© www.bbi2.com
Use of Security Viewpoint Patterns
• Information Security
• Data Security
• Continuity of Operations
• Disaster Recovery
• Monitoring & Control
• Certification & Accreditation
• Informs the security strategy for the Cloud Migration
Understanding
© Ken Griesi
© www.bbi2.com
Use of Data & Information
Viewpoint Patterns
• Distribution of Data across the Enterprise
• Issues of Data Security
• Issues of Data Ownership
• Issues of Data Privacy
• Issues of Data Stewardship and Quality
• Inform the data strategy for Cloud Migration and expose data related risk and vulnerability
Understanding
© Ken Griesi
© www.bbi2.com
Summary: Balancing the rush to
implementation
Planning Implementing
Strategic
Patterns
Operational
Patterns
App
Patterns
Infra-
structure
Patterns
Data & Info
Patterns
Security
Patterns
Balanced
Cloud
Implementation
Plan
Enterprise
Patterns
© Ken Griesi
© www.bbi2.com
Takeaways
• IT projects are failing at an unprecedented rate
• Many believe cloud can solve their problems
• The way enterprises use technology is changing
• Cloud tech offers new insights and actionable information
• EA is needed now more than ever
• Cloud offer a transformational turning point
Patterns and anti-patterns
already exist
© Ken Griesi
© www.bbi2.com
Upcoming Book (McGraw Hill)
Co-Authors:
Beryl Bellman
Mark Bergman
Alan Brenner
Kenneth Griesi
Prakash Rao
Claudia Rose
© Ken Griesi
© www.bbi2.com
References
• TOGAF 9.1 (The Open Group)
• DoDAF 2.03 (US Department of Defense)
• FEAF 2 Common Approach (Office of Management & Budget)
• FEAC Certified Enterprise Architect CEA Study Guide (McGraw-Hill)
• Zero Time: Providing Instant Customer Value - Every Time, All the Time! by Raymond T. Yeh, Keri E. Pearlson and George Kozmetsky(Jul 2000)