Solution Architecture Concept Workshop Alan McSweeney
Agenda <ul><li>Objectives </li></ul><ul><li>Benefits </li></ul><ul><li>Limitations and restrictions </li></ul><ul><li>Serv...
Objectives of Solution Architecture Concept  <ul><li>Provide the context for understanding the interrelationships of the b...
Benefits of Solution Architecture Concept  <ul><li>Develop a practical decision framework for a solution that addresses bu...
Limitations and Restrictions <ul><li>Solution Architecture Concept does not include: </li></ul><ul><ul><li>An in-depth ana...
Solution Architecture Concept Service Activities <ul><li>Part I – Introduction and Workshop Preparation </li></ul><ul><ul>...
Solution Architecture Concept Preparation and Delivery Times  <ul><li>Estimated times are for the actual work and do not i...
Solution Architecture Concept Workshop Process <ul><li>Off-site to avoid interruptions </li></ul><ul><li>Team  </li></ul><...
Intended Audience <ul><li>Solution Architecture Concept targeted at : </li></ul><ul><ul><li>Are developing solutions that ...
Intended Audience <ul><li>Solution Architecture Concept is important for solutions where the customer understands the over...
Intended Customer Audience <ul><li>Customer sponsor helps to identify workshop participants and stakeholders that can be i...
Delivery Skills <ul><li>Solution Architect and/or Technology Consultant with skills: </li></ul><ul><ul><li>IT Strategy and...
Customer Roles and Responsibilities <ul><li>Customer Sponsor </li></ul><ul><li>Sponsor’s Agent </li></ul><ul><li>Key Stake...
Customer Roles and Responsibilities - Customer Sponsor <ul><li>Customer Sponsor </li></ul><ul><ul><li>Ideally a high-level...
Customer Roles and Responsibilities - Sponsor’s Agent <ul><li>Sponsor’s Agent </li></ul><ul><li>Responsible for: </li></ul...
Customer Roles and Responsibilities - Key Stakeholders <ul><li>Key Stakeholders </li></ul><ul><ul><li>People in the custom...
Customer Roles and Responsibilities - Participants <ul><li>Participants </li></ul><ul><ul><li>Attend the workshop and prov...
Job Titles and Solution Architecture Concept Workshop Roles <ul><li>Engagement Manager  </li></ul><ul><li>Solution Archite...
Engagement Manager <ul><li>Shares the responsibility for customer satisfaction with the solution architect </li></ul><ul><...
Solution Architect <ul><li>Shares responsibility for customer satisfaction with the engagement manager </li></ul><ul><li>F...
Facilitator <ul><li>Solution architect usually fills the facilitator role. </li></ul><ul><li>Engagement manager may fills ...
Subject Matter Expert (SME) <ul><li>Providing business and/or technical expertise in one or more areas needed by the engag...
Account Manager <ul><li>Does not need to attend the workshops </li></ul><ul><li>Needs to be kept informed of the workshop ...
Support Consultant <ul><li>Responsible for: </li></ul><ul><ul><li>Capturing all relevant information generated during the ...
Job Titles and Solution Architecture Concept Workshop Roles <ul><li>Y  = Yes </li></ul><ul><li>~Y  = Generally yes, but ve...
Service Delivery Roadmap Introduction & Preparation    Finalise Project Revise Report, Deliver to Sponsor Presentation Wo...
Part I: Introduction and Workshop Preparation <ul><li>Activity 1: Evaluate Engagement and Prepare to Meet the Customer Spo...
Activity 1: Evaluate Engagement and Prepare to Meet Customer Sponsor <ul><li>Objectives </li></ul><ul><ul><li>To determine...
Activity 2: Meet with the Customer Sponsor <ul><li>Objectives </li></ul><ul><ul><li>To introduce the Services delivery tea...
Activity 3: Agree on Work to be Done <ul><li>Objectives </li></ul><ul><ul><li>To close on the definition of the service to...
Activity 4: Prepare for the Workshop Delivery <ul><li>Objectives </li></ul><ul><ul><li>To interview key stakeholders </li>...
Part II: Concept Workshop   <ul><li>Activity 5: Conduct Workshop Day 1 – Business and Functional View </li></ul><ul><ul><l...
Activity 5: Conduct Workshop Day 1 – Business and Functional  View <ul><li>Objectives </li></ul><ul><ul><li>To conduct a w...
Activity 6: Finalise Preparations for Day 2 <ul><li>Objectives </li></ul><ul><ul><li>To make adjustments based on day 1 an...
Activity 7: Conduct Workshop Day 2 – Technology and Implementation View <ul><li>Objectives </li></ul><ul><ul><li>To conduc...
Part III: Documentation and Presentation of Findings   <ul><li>Activity 8: Prepare the workshop deliverables </li></ul><ul...
Activity 8: Prepare the Workshop Deliverables <ul><li>Objectives </li></ul><ul><ul><li>To review the workshop and prepare ...
Activity 9: Deliver Workshop Report and Presentation <ul><li>Objectives </li></ul><ul><ul><li>To deliver the draft worksho...
Activity 10: Finalise the Project <ul><li>Objectives </li></ul><ul><ul><li>To make final changes, gather summary input, an...
Solution Architecture Concept Workshop Templates <ul><li>ITSA Overview Customer Presentation V0.1.ppt </li></ul><ul><li>Re...
More Information <ul><ul><ul><li>Alan McSweeney </li></ul></ul></ul><ul><ul><ul><li>[email_address]   </li></ul></ul></ul>
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Solution Architecture Concept Workshop

  1. 1. Solution Architecture Concept Workshop Alan McSweeney
  2. 2. Agenda <ul><li>Objectives </li></ul><ul><li>Benefits </li></ul><ul><li>Limitations and restrictions </li></ul><ul><li>Service activities </li></ul><ul><li>Preparation and delivery times </li></ul><ul><li>Workshop process </li></ul><ul><li>Intended customer audience </li></ul><ul><li>Delivery skills </li></ul><ul><li>Roles and responsibilities </li></ul><ul><li>Job titles and solution architecture concept roles </li></ul><ul><li>Location of delivery materials </li></ul>
  3. 3. Objectives of Solution Architecture Concept <ul><li>Provide the context for understanding the interrelationships of the business and technical components of a solution that is designed to support a company’s business </li></ul><ul><li>Agree on the fundamental purpose, value, and use of the proposed information system/initiative </li></ul><ul><li>Define the scope of the solution architecture; the essential components </li></ul><ul><li>Develop an architectural overview of the solution that will serve as a basis for timely decision making </li></ul>
  4. 4. Benefits of Solution Architecture Concept <ul><li>Develop a practical decision framework for a solution that addresses business, functional, technical, and implementation perspectives. The framework provides linkage information to trace decisions to driving principles. </li></ul><ul><li>Develop a solution that has a potentially longer life span because the solution is: </li></ul><ul><ul><li>More likely to meet the true needs of the customer </li></ul></ul><ul><ul><li>Designed to evolve in the directions most likely to occur </li></ul></ul><ul><li>Optimise a project in scope and effectiveness </li></ul><ul><li>Ensure the most important aspects of the project are developed and delivered early </li></ul><ul><li>Give a better understanding of the customer’s business environment and needs </li></ul>
  5. 5. Limitations and Restrictions <ul><li>Solution Architecture Concept does not include: </li></ul><ul><ul><li>An in-depth analysis of the customer’s business </li></ul></ul><ul><ul><li>A complete blueprint of the solution architecture </li></ul></ul><ul><ul><li>Design or implementation of the solution architecture </li></ul></ul>
  6. 6. Solution Architecture Concept Service Activities <ul><li>Part I – Introduction and Workshop Preparation </li></ul><ul><ul><li>Evaluate Engagement and Prepare to Meet the Customer Sponsor </li></ul></ul><ul><ul><li>Meet with the Customer Sponsor </li></ul></ul><ul><ul><li>Agree on Work to be Done </li></ul></ul><ul><ul><li>Prepare for the Workshop Delivery </li></ul></ul><ul><li>Part II – Architecture Concept Workshop </li></ul><ul><ul><li>Conduct Workshop Day 1 – Business and Functional View </li></ul></ul><ul><ul><li>Finalise Preparations for Day 2 </li></ul></ul><ul><ul><li>Conduct Workshop Day 2 – Technology and Implementation View </li></ul></ul><ul><li>Part III – Documentation and Presentation of Findings </li></ul><ul><ul><li>Prepare the Workshop Deliverables </li></ul></ul><ul><ul><li>Deliver Workshop Report and Presentation </li></ul></ul><ul><ul><li>Finalise the Project </li></ul></ul>
  7. 7. Solution Architecture Concept Preparation and Delivery Times <ul><li>Estimated times are for the actual work and do not include the elapsed time between activities </li></ul><ul><li>The time to prepare for the workshop delivery is an estimate for an experienced solution architect </li></ul>101+ hours Total Estimated Time 2 hours Finalise the Project 10 2 hours Deliver Workshop Report and Presentation 9 20 hours Prepare the Workshop Deliverables 8 24 hours (8 hours x 3 days) Conduct Workshop Day 2 – Technology and Implementation View 7 4 hours Finalise Preparations for Day 2 6 24 hours (8 hours x 3 days) Conduct Workshop Day 1 – Business and Functional View 5 20+ hours (2) Prepare for the Workshop Delivery 4 2+ hours Agree on Work to be Done 3 1 hour Meet with the Customer Sponsor 2 2 hours Evaluate Engagement and Prepare to Meet the Customer Sponsor 1 Estimated Preparation and Delivery Time (1) Task Activity
  8. 8. Solution Architecture Concept Workshop Process <ul><li>Off-site to avoid interruptions </li></ul><ul><li>Team </li></ul><ul><ul><li>Solution architect who acts as facilitator </li></ul></ul><ul><ul><li>One or more subject matter experts </li></ul></ul><ul><ul><li>Support consultant who documents the results </li></ul></ul>
  9. 9. Intended Audience <ul><li>Solution Architecture Concept targeted at : </li></ul><ul><ul><li>Are developing solutions that are part of business innovations (such as electronic commerce, data warehousing, and large-scale workflow) that affect day-to-day working operations </li></ul></ul><ul><ul><li>Need broad buy-in from multiple stakeholders </li></ul></ul><ul><ul><li>Have experienced rapid change in business complexity, business models, or technology </li></ul></ul><ul><ul><li>Are willing to invest some up-front effort to ensure they build the right solution </li></ul></ul><ul><ul><li>Need to be confident that the target user groups will accept and use the solution </li></ul></ul><ul><ul><li>Need to ensure that their business and functional considerations explicitly drive solutions </li></ul></ul><ul><ul><li>Need to track principles and requirements throughout the design and development process </li></ul></ul>
  10. 10. Intended Audience <ul><li>Solution Architecture Concept is important for solutions where the customer understands the overall business scope and direction into which the solution fits </li></ul><ul><li>Solution Architecture Concept might not be needed for projects where requirements and implementations are well understood </li></ul>
  11. 11. Intended Customer Audience <ul><li>Customer sponsor helps to identify workshop participants and stakeholders that can be interviewed before the workshop </li></ul><ul><li>Customer sponsor and key stakeholders determine who will attend, what to discuss, and what information to provide to attendees </li></ul><ul><li>Only some of the participants attend both days of the workshop </li></ul><ul><li>Attendees on the first day are primarily concerned with business and functional aspects of the solution </li></ul><ul><li>Attendees on the second day are primarily concerned with technical and implementation aspects of the solution </li></ul>
  12. 12. Delivery Skills <ul><li>Solution Architect and/or Technology Consultant with skills: </li></ul><ul><ul><li>IT Strategy and Architecture </li></ul></ul><ul><ul><li>General information system architecture </li></ul></ul><ul><ul><li>Domain-specific business and technical architecture(s), such as Internet, intranet, extranet, data warehouse, electronic commerce, and security </li></ul></ul><ul><ul><li>Modeling tools (UML) </li></ul></ul><ul><li>Delivery training (Delivering the Solution Architecture Concept Service) </li></ul><ul><li>Skill in workshop facilitation, working in teams, report writing and presentation delivery </li></ul>
  13. 13. Customer Roles and Responsibilities <ul><li>Customer Sponsor </li></ul><ul><li>Sponsor’s Agent </li></ul><ul><li>Key Stakeholders </li></ul><ul><li>Participants </li></ul>
  14. 14. Customer Roles and Responsibilities - Customer Sponsor <ul><li>Customer Sponsor </li></ul><ul><ul><li>Ideally a high-level executive, such as director group manager, on either the business or the information technology (IT) side </li></ul></ul><ul><ul><li>Have overall responsibility for achieving a business result in the area the solution covers </li></ul></ul><ul><li>Responsible for: </li></ul><ul><ul><li>Initiating the workshop and approving plans </li></ul></ul><ul><ul><li>Interfacing with the account manager to identify needs and communicate expectations </li></ul></ul><ul><ul><li>Meeting with the solution architect before the workshop to approve direction and plans </li></ul></ul><ul><ul><li>Approving the Letter of Engagement (LOE) </li></ul></ul><ul><ul><li>Identifying an agent to work </li></ul></ul><ul><ul><li>Meeting with the solution architect after the workshop to provide feedback </li></ul></ul>
  15. 15. Customer Roles and Responsibilities - Sponsor’s Agent <ul><li>Sponsor’s Agent </li></ul><ul><li>Responsible for: </li></ul><ul><ul><li>Representing the customer sponsor, ensuring customer needs are addressed, and handling workshop logistics </li></ul></ul><ul><ul><li>Providing input on the problem </li></ul></ul><ul><ul><li>Managing funding and support issues </li></ul></ul><ul><ul><li>Identifying key stakeholders and participants </li></ul></ul><ul><ul><li>Arranging for workshop location and supplies </li></ul></ul><ul><ul><li>Communicating with the customer team </li></ul></ul><ul><ul><li>Addressing issues that affect the success of the workshop </li></ul></ul>
  16. 16. Customer Roles and Responsibilities - Key Stakeholders <ul><li>Key Stakeholders </li></ul><ul><ul><li>People in the customer organisation who must buy into the workshop’s goals and results </li></ul></ul><ul><ul><li>Can help ensure the success of a workshop </li></ul></ul><ul><ul><li>Can undermine any agreements or initiatives resulting from the workshop if they do not buy into the workshop </li></ul></ul><ul><li>Responsible for: </li></ul><ul><ul><li>Providing input on the problem </li></ul></ul><ul><ul><li>Work to identify the business drivers, principles, models, and standards </li></ul></ul><ul><ul><li>Explaining customer needs and issues </li></ul></ul><ul><ul><li>Inform of potential problems </li></ul></ul><ul><ul><li>Responding to business and IT questions </li></ul></ul>
  17. 17. Customer Roles and Responsibilities - Participants <ul><li>Participants </li></ul><ul><ul><li>Attend the workshop and providing input on areas of the problem that affect them </li></ul></ul>
  18. 18. Job Titles and Solution Architecture Concept Workshop Roles <ul><li>Engagement Manager </li></ul><ul><li>Solution Architect </li></ul><ul><li>Facilitator </li></ul><ul><li>Subject Matter Expert (SME) </li></ul><ul><li>Account Manager </li></ul><ul><li>Support Consultant </li></ul>
  19. 19. Engagement Manager <ul><li>Shares the responsibility for customer satisfaction with the solution architect </li></ul><ul><li>Sometimes the engagement manager also fills the role of facilitator </li></ul><ul><li>Responsible for: </li></ul><ul><ul><li>Arranging and ensuring the successful and timely delivery of the Architecture Concept Service </li></ul></ul><ul><ul><li>Ensuring the right customer parties are engaged </li></ul></ul><ul><ul><li>Managing overall logistics for the service </li></ul></ul><ul><ul><li>Tracking the budget </li></ul></ul>
  20. 20. Solution Architect <ul><li>Shares responsibility for customer satisfaction with the engagement manager </li></ul><ul><li>Fills the facilitator role additionally </li></ul><ul><li>Responsible for: </li></ul><ul><ul><li>Delivering the Architecture Concept Service </li></ul></ul><ul><ul><li>Defining what to deliver </li></ul></ul><ul><ul><li>Designing the workshop </li></ul></ul><ul><ul><li>Performing the service </li></ul></ul><ul><ul><ul><li>Interviewing </li></ul></ul></ul><ul><ul><ul><li>Interacting with the customers during the workshop </li></ul></ul></ul><ul><ul><ul><li>Analysing and synthesising the report </li></ul></ul></ul><ul><ul><ul><li>Creating the presentation </li></ul></ul></ul><ul><ul><ul><li>Leading the report presentation meeting- </li></ul></ul></ul><ul><ul><ul><li>Cleaning up loose ends </li></ul></ul></ul>
  21. 21. Facilitator <ul><li>Solution architect usually fills the facilitator role. </li></ul><ul><li>Engagement manager may fills the role of facilitator </li></ul><ul><ul><li>In this case, the solution architect can sometimes fill the role of SME </li></ul></ul><ul><ul><li>Same person usually facilitates both days of the workshop </li></ul></ul><ul><li>Responsible for </li></ul><ul><ul><li>Ensuring the workshop runs smoothly </li></ul></ul><ul><ul><li>Following the agenda and timekeeping </li></ul></ul><ul><ul><li>Capturing the results on flip charts (or other media visible to workshop attendees) </li></ul></ul><ul><ul><li>Recognising and addressing any political, personal, or other issues that might jeopardise the ability to meet the stated workshop goals </li></ul></ul><ul><ul><li>Analysing, clarifying, summarising </li></ul></ul>
  22. 22. Subject Matter Expert (SME) <ul><li>Providing business and/or technical expertise in one or more areas needed by the engagement </li></ul><ul><li>Solution architect can fill the SME role </li></ul><ul><ul><li>Not recommended because it puts a heavy load on the solution architect </li></ul></ul>
  23. 23. Account Manager <ul><li>Does not need to attend the workshops </li></ul><ul><li>Needs to be kept informed of the workshop results </li></ul><ul><li>Account Executive is an essential party to the final report and presentation </li></ul><ul><li>Responsible for: </li></ul><ul><ul><li>Managing the relationship with the customer (overall or services) and selling follow-on engagements </li></ul></ul><ul><ul><li>Identifying the opportunity </li></ul></ul><ul><ul><li>Providing access to key customer contacts </li></ul></ul><ul><ul><li>Positioning the engagement within an overall context of the customer’s business </li></ul></ul><ul><ul><li>Selling the value of the result </li></ul></ul>
  24. 24. Support Consultant <ul><li>Responsible for: </li></ul><ul><ul><li>Capturing all relevant information generated during the course of the workshop </li></ul></ul><ul><ul><li>Performing research </li></ul></ul><ul><ul><li>Helping to draft documents </li></ul></ul><ul><ul><li>Capturing and documenting complete interview and workshop results </li></ul></ul><ul><ul><li>Ensuring completeness of information </li></ul></ul><ul><ul><li>Summarising the issues and results </li></ul></ul>
  25. 25. Job Titles and Solution Architecture Concept Workshop Roles <ul><li>Y = Yes </li></ul><ul><li>~Y = Generally yes, but verify that a specific individual with this title can fill this role </li></ul><ul><li>N = No </li></ul><ul><li>~N = Generally no, but some individuals might have the skills to fill this role </li></ul><ul><li>M = Might have these skills (people with this job title often can fill this role) </li></ul><ul><li>* = Job title is the same as the role </li></ul>N ~Y N N N * Facilitator ~Y ~Y M N Y ~Y Business Developer ~N ~Y M N Y ~Y Program/Project Manager * M N N M M Account Executive (Sales) N Y Y √ ~Y ~Y Solution Architect N ~Y Y M M M Technology Consultant Account Executive Support Consultant Subject Matter Expert Solution Architect Engagement Manager Facilitator Job Titles Concept Workshop Engagement Roles
  26. 26. Service Delivery Roadmap Introduction & Preparation  Finalise Project Revise Report, Deliver to Sponsor Presentation Workshop 2 days  Finalize Prep for Day 2  Evaluate Engagement  Agree on Work Presentation Draft Report  Prepare Workshop Deliverables  Prepare for Workshop Delivery Interview Key Stakeholders  Meet Sponsor  Run Workshop Day 2 Implementation View Technical View Principles, Models, Standards 1__________ 2__________ 3__________ 4__________  Run Workshop Day 1 Functional View Business View Principles, Models, Standards 1__________ 2__________ 3__________ 4__________ Business Drivers 1. Profit on widgets is dropping 2. Customers buy widgets expecting support Implementation Technical Functional Business Drivers and Principles: <ul><li>ITSA </li></ul><ul><li>Business view </li></ul><ul><li>Functional view </li></ul>Agenda Day 1  Deliver Report & Presentation Next Steps
  27. 27. Part I: Introduction and Workshop Preparation <ul><li>Activity 1: Evaluate Engagement and Prepare to Meet the Customer Sponsor </li></ul><ul><ul><li>Step 1: Review and understand the opportunity </li></ul></ul><ul><ul><li>Step 2: Identify the customer sponsor </li></ul></ul><ul><ul><li>Step 3: Prepare for the initial customer sponsor meeting </li></ul></ul><ul><li>Activity 2: Meet with the Customer Sponsor </li></ul><ul><ul><li>Step 1: Introduce Services and the Architecture Concept Service </li></ul></ul><ul><ul><li>Step 2: Understand the scope of the business opportunity </li></ul></ul><ul><ul><li>Step 3: Determine if the customer sponsor is ready to begin planning the workshop. (If yes, go to Activity 3; if no, continue with step 4) </li></ul></ul><ul><ul><li>Step 4: Review the initial customer sponsor meeting </li></ul></ul><ul><ul><li>Step 5: Write and deliver the Letter of Understanding (LOU) </li></ul></ul><ul><li>Activity 3: Agree on Work to be Done </li></ul><ul><ul><li>Step 1: Work with the customer sponsor to develop plan for the workshop </li></ul></ul><ul><ul><li>Step 2: Write and deliver the Consulting Services Agreement (CSA) </li></ul></ul><ul><ul><li>Step 3: Get CSA contract signed </li></ul></ul><ul><li>Activity 4: Prepare for Workshop Delivery </li></ul><ul><ul><li>Step 1: Interview stakeholders identified by the customer sponsor </li></ul></ul><ul><ul><li>Step 2: Finalise schedule </li></ul></ul><ul><ul><li>Step 3: Write and deliver briefing letter for workshop attendees </li></ul></ul><ul><ul><li>Step 4: Assemble and prepare team for Architecture Concept workshop </li></ul></ul><ul><ul><li>Step 5: Prepare for the workshop </li></ul></ul><ul><ul><li>Step 6: Get the team together on site </li></ul></ul><ul><ul><li>Step 7: Meet with the customer sponsor immediately before the workshop </li></ul></ul>
  28. 28. Activity 1: Evaluate Engagement and Prepare to Meet Customer Sponsor <ul><li>Objectives </li></ul><ul><ul><li>To determine the source and scope of the business opportunity </li></ul></ul><ul><ul><li>To identify the customer sponsor and prepare for initial meeting </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>Identify the opportunity and the customer is serious about wanting to deliver the Solution Architecture Concept </li></ul></ul><ul><li>Qualified the customer </li></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The team has a general understanding of the business opportunity </li></ul></ul>
  29. 29. Activity 2: Meet with the Customer Sponsor <ul><li>Objectives </li></ul><ul><ul><li>To introduce the Services delivery team to the customer sponsor </li></ul></ul><ul><ul><li>To check the chemistry of the interaction between the team and customer representatives </li></ul></ul><ul><ul><li>To discuss customer needs, such as their overall goal, current status, questions, and decisions they need to make </li></ul></ul><ul><ul><li>To gather information from the customer sponsor on the business and technical context of the work and their technology adoption profile </li></ul></ul><ul><ul><li>To understand the unique requirements of the engagement and the delivery team </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The team has met with the Account Executive to understand commitments to the customer and any background information. </li></ul></ul><ul><ul><li>The team has a plan for positioning the workshop </li></ul></ul><ul><ul><li>The team has a value proposition for Solution Architecture and the Architecture Concept </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The customer understands the service deliverables as defined in the Service Description (SD) </li></ul></ul><ul><ul><li>The engagement manager and solution architect have a clear understanding of the customer’s environment and expectations </li></ul></ul><ul><ul><li>Optional – The engagement manager has written and delivered a Letter of Understanding (LOU) to the customer </li></ul></ul>
  30. 30. Activity 3: Agree on Work to be Done <ul><li>Objectives </li></ul><ul><ul><li>To close on the definition of the service to be performed </li></ul></ul><ul><ul><li>To identify people to fill the customer roles: sponsor’s agent, key stakeholders, and other participants. </li></ul></ul><ul><ul><li>To establish a tentative schedule </li></ul></ul><ul><ul><li>To write, deliver, and get signoff on the Concept Consulting Services Agreement contract </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The engagement manager and solution architect have had an initial meeting with the customer sponsor and have a general understanding of the business opportunity </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The customer has signed the Concept Consulting Services Agreement contract </li></ul></ul>
  31. 31. Activity 4: Prepare for the Workshop Delivery <ul><li>Objectives </li></ul><ul><ul><li>To interview key stakeholders </li></ul></ul><ul><ul><li>To finalise the schedule </li></ul></ul><ul><ul><li>To assemble and prepare the team for the workshop </li></ul></ul><ul><ul><li>To prepare for the workshop, including gathering/developing materials, planning work site, arranging for equipment, and reviewing final agenda </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The customer has signed the CSA </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The solution architect has interviewed all key stakeholders. </li></ul></ul><ul><ul><li>All customer participants have received the workshop briefing letter, which describes what will be done, why, and the level of commitment expected </li></ul></ul><ul><ul><li>Key participants have committed to attend the workshop </li></ul></ul><ul><ul><li>The team is onsite and prepared to deliver the workshop </li></ul></ul><ul><ul><li>The solution architect or engagement manager has consulted the customer sponsor for any last-minute corrections to the workshop </li></ul></ul>
  32. 32. Part II: Concept Workshop <ul><li>Activity 5: Conduct Workshop Day 1 – Business and Functional View </li></ul><ul><ul><li>Step 1: Conduct workshop day 1 </li></ul></ul><ul><ul><li>Step 2: Review day 1 </li></ul></ul><ul><ul><li>Step 3: Report status back to the customer sponsor (or the sponsor’s agent) </li></ul></ul><ul><li>Activity 6: Finalise Preparations for Day 2 </li></ul><ul><ul><li>Step 1: Complete preparations for day 2 </li></ul></ul><ul><li>Activity 7: Conduct Workshop Day 2 – Technology and Implementation View </li></ul><ul><ul><li>Step 1: Conduct workshop day 2 </li></ul></ul><ul><ul><li>Step 2: Review day 2 </li></ul></ul><ul><ul><li>Step 3: Review the entire workshop with the customer sponsor </li></ul></ul>
  33. 33. Activity 5: Conduct Workshop Day 1 – Business and Functional View <ul><li>Objectives </li></ul><ul><ul><li>To conduct a well-run and productive concept workshop day 1 </li></ul></ul><ul><ul><li>To review day 1 </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The customer understands the objectives of this activity </li></ul></ul><ul><ul><li>The team has completed the pre-workshop activities in Part I </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The team has completed day 1 of the concept workshop </li></ul></ul>
  34. 34. Activity 6: Finalise Preparations for Day 2 <ul><li>Objectives </li></ul><ul><ul><li>To make adjustments based on day 1 and prepare for day 2 </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The team has completed day 1 of the workshop </li></ul></ul><ul><ul><li>The team has captured and reviewed information from day 1 </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The team has completed preparations for day 2 of the Architecture Concept workshop </li></ul></ul>
  35. 35. Activity 7: Conduct Workshop Day 2 – Technology and Implementation View <ul><li>Objectives </li></ul><ul><ul><li>To conduct a well-run and productive Architecture Concept workshop day 2 </li></ul></ul><ul><ul><li>To review the workshop, identify key points and next steps </li></ul></ul><ul><ul><li>To make preliminary plans for producing and delivering the summary report and presentation </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The customer understands the objectives of this activity </li></ul></ul><ul><ul><li>The team has completed the preparation activities for day 2 listed in Activity 6 </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The team has completed day 2 of the Architecture Concept workshop </li></ul></ul><ul><ul><li>The team has completed the summary of day 2 with the customer </li></ul></ul>
  36. 36. Part III: Documentation and Presentation of Findings <ul><li>Activity 8: Prepare the workshop deliverables </li></ul><ul><ul><li>Step 1: Prepare a draft workshop report that summarises the workshop </li></ul></ul><ul><ul><li>Step 2: Prepare the slide presentation </li></ul></ul><ul><ul><li>Step 3: Discuss the draft workshop report and slides with the account executive </li></ul></ul><ul><ul><li>Step 4: Revise the draft workshop report and slides </li></ul></ul><ul><ul><li>Step 5: Plan the logistics of the presentation meeting </li></ul></ul><ul><li>Activity 9: Deliver the draft workshop report and presentation </li></ul><ul><ul><li>Step 1: Deliver the draft workshop report and presentation to the customer sponsor </li></ul></ul><ul><li>Activity 10: Finalise the project </li></ul><ul><ul><li>Step 1: Revise the draft workshop report </li></ul></ul><ul><ul><li>Step 2: Mail or deliver the revised workshop report to the customer sponsor </li></ul></ul><ul><ul><li>Step 3: Close the project </li></ul></ul>
  37. 37. Activity 8: Prepare the Workshop Deliverables <ul><li>Objectives </li></ul><ul><ul><li>To review the workshop and prepare the summary report and presentation for the customer </li></ul></ul><ul><ul><li>To identify the next steps and possible future work </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The team has completed the workshop and gathered information from the customer on final reactions and key points </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The team has completed the draft report and slides, including a list of actions and next steps to make progress on the solution </li></ul></ul><ul><ul><li>The account executive has approved the draft report and slides </li></ul></ul>
  38. 38. Activity 9: Deliver Workshop Report and Presentation <ul><li>Objectives </li></ul><ul><ul><li>To deliver the draft workshop report and presentation. </li></ul></ul><ul><ul><li>To get the sponsor to commit to implement the report’s recommendations or at least take the next step. The next step will often be to form a customer architect team for the solution. This team consists of a business leader, a program manager, and possibly an architect, with an architect to flesh out what needs to go into a Solution Architecture Blueprint </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The customer understands the objectives of this activity </li></ul></ul><ul><ul><li>The team has completed the draft workshop report and presentation </li></ul></ul><ul><ul><li>The account executive is available to address any opportunities during the presentation </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The solution architect has delivered the draft workshop report and presentation </li></ul></ul>
  39. 39. Activity 10: Finalise the Project <ul><li>Objectives </li></ul><ul><ul><li>To make final changes, gather summary input, and close the project </li></ul></ul><ul><li>Prerequisites </li></ul><ul><ul><li>The customer understands the objectives of this activity </li></ul></ul><ul><ul><li>The solution architect has delivered the draft report and presentation to the customer sponsor </li></ul></ul><ul><ul><li>The account executive has identified any next steps and new opportunities </li></ul></ul><ul><li>Completion Criteria </li></ul><ul><ul><li>The engagement manager has delivered the final report to the customer and formally closed the project </li></ul></ul><ul><ul><li>The solution architect has prepared a project closure report that includes post-engagement analysis </li></ul></ul><ul><ul><li>Ideally, there is an agreement from the customer sponsor to begin a follow-on engagement </li></ul></ul>
  40. 40. Solution Architecture Concept Workshop Templates <ul><li>ITSA Overview Customer Presentation V0.1.ppt </li></ul><ul><li>Requirements Methodology Presentation V0.1.ppt </li></ul><ul><li>Solution Architecture Concept Facilitator's Guide V0.1.doc </li></ul><ul><li>Solution Architecture Concept Service Delivery Guide V0.1.doc </li></ul><ul><li>A1 - Evaluate Engagement </li></ul><ul><li>A10 - Finalise Project - No Tools </li></ul><ul><li>A2 - Meet Sponsor </li></ul><ul><li>A3 - Agree on Work </li></ul><ul><li>A4 - Prepare for Workshop Delivery </li></ul><ul><li>A5 - Run Workshop Day 1 </li></ul><ul><li>A6 - Finalise Preparation for Day 2 </li></ul><ul><li>A7 - Run Workshop Day 2 - No Tools </li></ul><ul><li>A8 - Prepare Workshop Deliverables </li></ul><ul><li>A9 - Deliver Report and Presentation - No Tools </li></ul><ul><li>A1 - Evaluate EngagementITSA Overview Customer Presentation V0.1.ppt </li></ul><ul><li>A1 - Evaluate EngagementLOU Engagement Plan Example V0.1.doc </li></ul><ul><li>A1 - Evaluate EngagementLOU Engagement Plan V0.1.doc </li></ul><ul><li>A1 - Evaluate EngagementOpportunity Assessment Worksheet V0.1.doc </li></ul><ul><li>A1 - Evaluate EngagementPrevious Experience Worksheet V0.1.doc </li></ul><ul><li>A1 - Evaluate EngagementVendor Matrix Example V0.1.ppt </li></ul><ul><li>A2 - Meet SponsorAccount Profile and Data Collection Worksheet V0.1.doc </li></ul><ul><li>A2 - Meet SponsorPlanning for Successful Contracts V0.1.doc </li></ul><ul><li>A4 - Prepare for Workshop DeliveryBusiness View Presentation V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryC Presentation V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryCapture Template for Drivers, Principles, and Related Information V0.1.doc </li></ul><ul><li>A4 - Prepare for Workshop DeliveryConcept Agendas V0.1.doc </li></ul><ul><li>A4 - Prepare for Workshop DeliveryFunctional View Presentation V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryImplementation View Presentation V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryParticipant Briefing Letter V0.1.doc </li></ul><ul><li>A4 - Prepare for Workshop DeliveryPre-Workshop Customer Sponsor Meeting Planner V0.1.doc </li></ul><ul><li>A4 - Prepare for Workshop DeliveryPresentation V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryTechnical View Presentation V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryWorkshop Agenda Example V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryWorkshop Agenda V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryWorkshop Content and Role Planner V0.1.doc </li></ul><ul><li>A4 - Prepare for Workshop DeliveryWorkshop Customer Participant Planner V0.1.doc </li></ul><ul><li>A4 - Prepare for Workshop DeliveryWorkshop Introduction Presentation V0.1.ppt </li></ul><ul><li>A4 - Prepare for Workshop DeliveryWorkshop Logistics Planner V0.1.doc </li></ul><ul><li>A5 - Run Workshop Day 1Key Questions for Customers.doc </li></ul><ul><li>A5 - Run Workshop Day 1Litmus Test for Principles Checklist.doc </li></ul><ul><li>A5 - Run Workshop Day 1Vision Exercise Planner.doc </li></ul><ul><li>A6 - Finalise Preparation for Day 2Interim Summary Presentation Example.ppt </li></ul><ul><li>A6 - Finalise Preparation for Day 2Interim Summary Presentation Planner.doc </li></ul><ul><li>A8 - Prepare Workshop DeliverablesPresentation Preparation Checklist.doc </li></ul><ul><li>A8 - Prepare Workshop DeliverablesReport on Architecture Workshop Example.doc </li></ul><ul><li>A8 - Prepare Workshop DeliverablesReport on Architecture Workshop.doc </li></ul><ul><li>A8 - Prepare Workshop DeliverablesReport Outline.doc </li></ul><ul><li>A8 - Prepare Workshop DeliverablesSponsor Presentation Example.ppt </li></ul><ul><li>A8 - Prepare Workshop DeliverablesSponsor Presentation.ppt </li></ul>
  41. 41. More Information <ul><ul><ul><li>Alan McSweeney </li></ul></ul></ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul>
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