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Strategies for capability modelling: analysis based on
initial experiences
Sergio España, Janis Grabis, Martin Henkel, Hasan Koç, Kurt Sandkuhl, Janis Stirna, Jelena
Zdravkovic
Authors are ordered alphabetically to reflect equal contributions to this work
Agenda1. Introduction2. The three strategies3. Comparative analysis4. Conclusion
Strategies for capability modelling: analysis based
on initial experiences
Capability management tackles business adaptationStrategies for capability modelling Introduction
Businesses need a way to efficiently adapt not only their services but also the IT infrastructure for delivering them.
One of the key features is to explicitly capture the delivery context of customer services and to provide mechanisms for configuring or generating its delivery.
Capability-driven design and delivery (CDD) is an approach developed in the EU-FP7 project CaaS.
FP 7 ICT Programme Collaborative Project no: 611351, http://caas-project.eu 3
Background on Capability-driven design and delivery (CDD)
4
Strategies for capability modelling Introduction
A vision of the CDD methodology.
Berzisa, Bravos, González, Czubayko, España et al. Capability Driven Development: An approach to designing digital enterprises. Business &
Information Systems Engineering 57(1): 15-25(2015)
A capability is the ability and capacity that enable an enterpriseto achieve a business goal in a certain context.
Method components: Capability design Enterprise modelling
Context modelling Reuse of capability design Run-time delivery adjustment
The research problem
5
Strategies for capability modelling Introduction
Recently, work on CDD has focused on strategies for capability management that so far have been designed and applied independently of each other.
The research problem
6
Strategies for capability modelling Introduction
Recently, work on CDD has focused on strategies for capability management that so far have been designed and applied independently of each other.
There is not enough knowledge about the differences among the strategies and their suitability for different enterprise contexts. What strategies for capability modelling have emerged during the
industrial use cases? What are the differences between these strategies? What are the preconditions of each strategy and the organisational
situation under which they are most convenient?
AgendaIntroductionThe three strategiesComparative analysisConclusion
Strategies for capability modelling: analysis based
on initial experiences
Overview of the strategies
8
Strategies for capability modelling The three strategies
The strategies are mainly related to the Design phase. Three strategies have emerged.
Overview of the strategies
9
Strategies for capability modelling The three strategies
The strategies are mainly related to the Design phase. Three strategies have emerged. Each strategy consists of three steps (only step 1 is different):
Step 1. Capability design Step 2. Capability evaluation Step 3. Development of capability delivery application
Overview of the strategies
10
Strategies for capability modelling The three strategies
Berzisa, Bravos, González, Czubayko, España et al. Capability Driven Development: An approach to designing digital enterprises. Business &
Information Systems Engineering 57(1): 15-25(2015)
The three strategies are based on the CaaS metamodel (i.e. they share the same conceptual basis). class Capability metamodel
CapabilityGoal
Indicator
Context Indicator
KPI
Context Set
ProcessProcess VariantCapability Delivery Pattern
Context Element Range
Measurable Property
Context Element
Context Type
ResourceContext Situation
Context Element Value
0..*
↑ supports
1..*
0..*
↑ measured by
0..1
1..*
← measured by
0..1
1 1..*
1..*↓ influences
0..*
*
→ fulfills
1
0..*
↑ supports
1
1..*
↓ used for
1..*
1 *
1
↓ has
0..*
1..*
↓ motivates
1..*
1..*
↑ consists of
1
1
← designed for
0..*
1
↑ used for
0..1
11..*
1
↑ consists of
1..*
11..*
1
↓ has
1..*
1..*
→ measures
0..1
Goals-first capability design
13
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goals-first capability design
14
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goal model
Experience:The starting point can either be goals / visions or existing issues.
Goals-first capability design
15
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goal model
KPI definitionGoal KPI How it is measured Expected value
G-RS-1 To optimize SOA platform
Aggregation of all goals that support
Adding the value of all the goals
4 out of 5 sub goals achieved
G-RS-2 To improve users satisfaction
Percentage of customers who rate
their experience with SOA platform as “Very good” or
“Good”
Percentage of customers who rates their
experience with SOA platform as “Very good” or “Good”/ Number of customers who rates.
Percentage of customers who rates their experience with SOA platform as “Very good” or “Good”/ Number of customers who rates >
75%
G-RS-9 To be able to provide the service registration
Registration service availability
To be able to provide the service(Yes/No) ,
available time service and received requests
Yes and time service available > 99% of time and to be able to handle > 95%
of received requests
G-RS-13 To provide a fair treatment with waiting lists
People in waiting list
Measuring the time people join the waiting
list compared to the order of it. The early the
citizen registers, the higher in the waiting list
Number of people in waiting list < 20
Goals-first capability design
16
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goal model
KPI definitionGoal KPI How it is measured Expected value
G-RS-1 To optimize SOA platform
Aggregation of all goals that support
Adding the value of all the goals
4 out of 5 sub goals achieved
G-RS-2 To improve users satisfaction
Percentage of customers who rate
their experience with SOA platform as “Very good” or
“Good”
Percentage of customers who rates their
experience with SOA platform as “Very good” or “Good”/ Number of customers who rates.
Percentage of customers who rates their experience with SOA platform as “Very good” or “Good”/ Number of customers who rates >
75%
G-RS-9 To be able to provide the service registration
Registration service availability
To be able to provide the service(Yes/No) ,
available time service and received requests
Yes and time service available > 99% of time and to be able to handle > 95%
of received requests
G-RS-13 To provide a fair treatment with waiting lists
People in waiting list
Measuring the time people join the waiting
list compared to the order of it. The early the
citizen registers, the higher in the waiting list
Number of people in waiting list < 20
Experience:Guidance needed!E.g. “What would be a lead indicator to show when there is a high risk that my capabilities will not fulfill the goals?”
Goals-first capability design
17
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Capability identification
Capability id Capability name Goal id
CP1 Dynamic Service Registration G-RS-9
CP1.1 Dynamic Marriage Registration G-RS-10
CP1.2 Dynamic Swimming Pool Registration G-RS-11
CP2 Safe Payment Provision G-RS-16
Simple view of the capability model
Goals-first capability design
18
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goals-first capability design
19
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goals-first capability design
20
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Context model (graphical)
Goals-first capability design
21
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Context model (graphical)
Context model (tabular)
Context Element C.E. Ranges Meas. property Value determination Capability
Online payment availability
[Available; Not available]
Online payment availability Nagios report
CP1 – Dynamic Service Registration
CP2 – Safe Payment Provision
Type of the day
[Working day; Weekend; National holiday]
Type of the day isWorkingDayDBQuery(Day, Municipality)
CP1 – Dynamic Service Registration
Temperature
[Cold; warm] Degree Centigrade
If DegreeCentigrade (date, location) >
20ºThen value = warm
Else value = cold
C1.2 – Dynamic Swimming Pool
Registration
Municipality size (Citizens) [Numeric] Number of
citizensnumberOfCitizens(M
unicipality)CP1 – Dynamic Service
Registration
Geo location [Numeric] Geo location SOA report CP1 – Dynamic Service Registration
Goals-first capability design
22
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goals-first capability design
23
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Context model
Context model
Goals-first capability design
24
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Context model
Context model
Context-aware business process model
Goals-first capability design
25
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goals-first capability design
26
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Goals-first capability design
27
Strategies for capability modelling The three strategies
G1. Analyse the overall business vision and goals
G2. Identify specific capabilities required by goals
G3. Analyse the existing business processes
G4. Identify and model the context affecting the identified capabilities
G5. Analyse and define process variants
G6. Model delivery adjustments
G7. Review and/or incorporate relevant patterns
not entirely sequential,
but iterative and incremental
Pattern specificationName Payment process
ProblemIf there is few payment options available, the risk is that the payment cannot be done, and the service will not be used.
Context Online payment availability
Solution
Usage guidelines
The process offers two options to provide a payment method, if the online method is not available, then a bill is printed.
Keywords Payment methods.
Process-first capability design
29
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Process-first capability design
30
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Experience:Select the business service with a high quality of process description
Process-first capability design
31
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Process-first capability design
32
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Process-first capability design
33
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Process-first capability design
34
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Goals Model
Process-first capability design
35
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Simplified view of capability-goal-process relation
Process-first capability design
36
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
P3. Identify processes/ activities/ tasks
Experience:Guidance needed!Distinguish variability from standard decisions
Experience:Guidance needed! Differentiate between process variables and context elements: Both originate during process execution
Context Model (Tabular)
Context Model (Graphical)
Process-first capability design
37
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Process-first capability design
38
Strategies for capability modelling The three strategies
P1. Define scope P2. Define level of granularity
P3. Identify processes/ activities/ tasks
P4. Analyse exiting BPM and refine if necessary
P5. Identify/ name capability to be delivered
(P6) Update or (P7) develop goal models and KPI
P8. Relate goals, capabilities, processes
P9. Identify and model context
P10. Model delivery adjustments
P11. Link components
Concept-first capability design
40
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
Concept-first capability design
41
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
Concept-first capability design
42
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
Experience:Capability definition slightly more complex, since both process and goal models have an inherent level of hierarchy
Concept-first capability design
43
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
Experience:Complexity of mapping capabilities to goals and processes: One identified capability was mapped to several goals.
Concept-first capability design
44
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
Context Model (Graphical)
Concept-first capability design
45
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
Concept-first capability design
46
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
Concept-first capability design
47
Strategies for capability modelling The three strategies
C1. Analyse the existing concepts
C2. Elicit candidate capabilities
C3. Analyse dependencies between identified capabilities and existing business processes & goals
C4. Identify the context affecting the identified capabilities
C5. Analyse and define process variants
C6. Model delivery adjustments
C7. Review and/or incorporate relevant patterns
AgendaIntroductionThe three strategiesComparative analysisConclusion
Strategies for capability modelling: analysis based
on initial experiences
Strategies for capability modelling Comparative analysis
Aspect of comparison Strategy
Goal-first Process-first Concept-first
Primary view on capabilities
A capability fulfils key organisational goals
A capability are operationalised as set of processes
A capability encompass the management of key concepts
Preconditions with respect to models
Ideally, top-level organisational goals should be defined.
Pre-existing business process specifications or process-oriented culture.
Pre-defined management structures, product structures or other conceptual models.
Stakeholders required
Different levels of management personnel
Domain experts, product owners, strategic management.
Product managers/owners
Effects on the succeeding steps
Provides a comprehensive base for capability monitoring by the use of KPIs.
Provides a detailed specification for context-aware variability management.
Provides a base for having the concept of capabilities as the main subject for organisational analysis and change management.
49
Strategies for capability modelling Comparative analysis
Aspect of comparison Strategy
Goal-first Process-first Concept-first Characteristics of enterprise
Organisations with a high degree of adaptable/non-routine work.
Mature organisations with well-established processes.
Organisations with a well-defined and stable organisational or product structure.
Degree of flexibility of the strategy
Can also start with visions or existing issues. Highly iterative and incremental modelling process.
The strategy can cope with ill specified goal or concept models. Process reengineering requires thorough revision of capability designs.
Can cope with different levels of concept granularity. The drivers for capability definition are slightly more complex. Is flexible with regard to the degree of specification of business processes.
Impact on the organisational culture
Reinforces strategic vision and clarifies the IT-business alignment.
Improves the perspective of the enterprise (or service) context.
It brings perspective over the organisational concepts by identifying (highly-cohesive and lowly-coupled) groups of concepts.
50
AgendaIntroductionThe three strategiesComparative analysisConclusion
Strategies for capability modelling: analysis based
on initial experiences
Conclusion
52
Strategies for capability modelling Conclusion
Capability Management tackles business adaptation Capability-driven design and delivery (CDD) is an approach for
capability management developed in the EU-FP7 project CaaS CDD approach is supported by a set of method components Recently, work on CDD has focused on strategies for capability
management Each strategy consists of three steps, capability design, capability
evaluation and development of capability delivery application. They share the same conceptual basis, namely the CaaS-meta model There is not enough knowledge about the differences among the
strategies and their suitability for different enterprise contexts
Conclusion
53
Strategies for capability modelling Conclusion
Proposal and comparison of three different strategies for capability modelling. Goals-first strategy: Capabilities exist as a way to fulfil long-term business
objectives. Suits organisations with a high degree of adaptable/non-routine work.
Process-first strategy: Capabilities delivered through enacting business processes. Suits organisations with well-conceived and stable business processes
Concept-first strategy: Capability identification via a group of concepts and their relation to other groups. Suits organisations with well-defined products or organisational structures
Future work Goals-first strategy: Guidelines for the identification of KPIs that can be used for
the monitoring of capability delivery Process-first strategy: Guidelines to identify context elements, to distinguish
variation points from decision logic and to model process variability efficiently Concept-first strategy: Guidelines to identify capabilities and relate them with
goals/ processes
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